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
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.
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"I got ethernet and it was game changing" - a 28 year old. wild.
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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.
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sam lessin πŸ΄β€β˜ οΈ retweeted
The last thing Christopher Nolan is going to see before losing best director
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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.
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Torah bot is getting a bit cheeky connecting the readings of the day to venture capital, lol
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"Dad, is it cool to be old enough to have SEEN evolution" ... oy vey.
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also from this AM "dad, where does Elon find all these girls he is having kids with? ... is it Rome, or Paris?"
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"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.
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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 ..
πŸ€– Made with AI
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coming to you after the midterms .... ;)
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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.
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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.
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Nihilism is now up on TestFlight - for those who want to participate in nothing. testflight.apple.com/join/wA…
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this is the winning request so far ... lol.
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