
Intern @theinformation. GP @slow. Fmr VP Product FB. co-founder dropio & fin. Seed investor solana, venmo, openphone, teamshares, sublime. https://xitter.cf/t.co/N6JqjBvF1o ΒΆ.
San Francisco, CA
Joined March 2007
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A bunch of people have written me back saying this was the best newsletter I have ever sent (flattering) ... so here it is for those who don't subscribe: AI Is Not a Labor Crisis. It Is a Meaning Crisis.
I just asked my bot to one-shot write our entire AGM LP update deck (just to see what it would do)... I am BLOW AWAY. This is far better & more insightful than what we would have written on our own. Wild.
sam lessin π΄ββ οΈ retweeted
The last thing Christopher Nolan is going to see before losing best director
Excited for @theinformation 's daily polls app! pulse on the tech Vox Populi!
polls.theinformation.com/s/2β¦
We put a small angel check in when these guys were getting started because it just made too much sense. glad to see them growing.
Encrypt all your AI chats.
One OpenAI-compatible API to hundreds of models, with a privacy label on every route: zero retention, end-to-end encrypted, EU.
Moving from OpenRouter is one base_url change. Start with 1M free tokens on DeepSeek, no card:
trustedrouter.com
"The greatest trick the devil ever pulled was convincing the world he didn't exist"
Nathan Fielder's real trick was making a real life sequel. the only question is who is Keyser SΓΆze.
Give me a meme of thousands of mexican electricians being trained to build data centers as the "dothraki" / across the boarder / over the sea and an AI overlord as Daenerys Targsryen (maybe Mira?) hiring them en mass as her foreign electrician army to win the AI wars ..
π€ Made with AI
The death of the web is inevitable.
New More or Less is live, and here's where I landed:
1/ The models are commodity. Meta ships Muse, Gemini ships everything, and consumers already can't tell the difference. Classic race to the bottom, zero lock-in. Which means the OpenAI/Anthropic "one company takes all" infinity story isn't analysis β it's the only pitch that justifies their existence.
2/ Jess admitted 70% of her Muse use cases flat-out don't work. Everyone asks why I don't restart Fin now that "AI can do it." The service worked. The economics worked. What breaks is the economics of mistakes β book one wrong $1,000 flight and your margin is gone, and unlike a human assistant, people fire a digital one instantly. Zero stickiness.
3/ APIs are about to stop being keys and start being negotiations. Your agent shows up at Amazon like Ari Gold: "my client is rich and great, let me in." Brit thinks it ends in FICO scores for agents. She's probably right.
I think it's very hard for startups to survive what's coming. Argue with me in the replies.
π§ Full episode: podcasters.spotify.com/pod/sβ¦
All episodes + transcripts: moreorlesspod.com/episodes/
Chat with the show's AI twin: molchat.ai
Nihilism... the app .. testflight.apple.com/join/wAβ¦
When the cars inexplicably start "flying" with rocket boosters on stage and landing like rocket boosters ... you know you are watching the opening bid in the "spacex / tesla must merge" story.
Nihilism is now up on TestFlight - for those who want to participate in nothing.
testflight.apple.com/join/wAβ¦

















