Big tech's dramatic ramp-up in projected capital expenditures this year will all but wipe out free cash flow for Amazon, Google and Meta Platforms. That will force some of those companies to make difficult choices, such as whether to end stock buybacks or borrow more money.
Open in GmailTop threads: Resume title advice for engineers pivoting to PM ("Product Engineer" vs "Product Manager"), common mistakes when hiring first growth PM (over-indexing on SQL, not engaging UX enough), using AI to speed up bug reporting workflows.
Open in GmailJanuary 30 was an eventful day for Masha Bucher. That evening she held a blowout 8th birthday party for Day One Ventures at the Asian Art Museum in SF. The same day, something occurred that has upended her world and raised questions about her future as a VC.
Open in GmailReally quite remarkable that UK government has built and maintained this capability. A bright spot of world-leading state capacityπ
This is a very very common problem and the perfect articulation of how West Coast harm reduction policy got so bad
Every piece of enterprise software has to become a platform play in some capacity. We're moving to a world where agents will do vastly more work with tools and data than people ever did. Your business model, feature set, and access points have to prepare for this.
RT @wealthmoose: π¨π¦ Every Canadian should read this twice: Canada ranks 1st in uranium, 1st in potash, 2nd in nickel, 3rd in oil...
An atheist with dyslexia was suffering from insomnia β He stayed up all night wondering if there was a Dog.
RT @virattt: Dexter hit 10,000 stars on GitHub. It's OpenClaw and Claude Code, for finance.
RT @morganb: To give you a sense of how AI-pilled Opendoor is β I use AI about 10x more now than I did at Dropbox, where I led the AI product...
This is unhealthy by the way (speaking from experience) β Try to get at least 6 hours of sleep per night when deeply addicted to Claude Code
Is it possible I used Claude Code so much somehow my USB-C connectors burned out on my MacBook Pro? Two of mine are dead and won't charge...
I'm not sure when the California Democrats became the party of pro-racial discrimination, but I think we should stop this [Re: ACA7 racial preferences amendment]
RT @aakashgupta: Naval is right, and the math proves it in a way most people aren't processing. GPT-4 launched at $60 per million output tokens...
Chinese new year is in less than 10 days. This is probably DeepSeek π [Re: OpenRouter's stealth "Pony Alpha" model]
I kinda understood this insane tweet but not because I'm that plugged into gen z culture, but because all this mogging and mewing started on millennial bodybuilding forums...
RT: For 50 yrs we treated the supremacy of asset-light businesses as a permanent economic law β But if AI commoditizes asset-light businesses, we'd just be reverting to the historical mean where value accrued to atoms, infrastructure, energy
mom im in debt peonage to a machine I've been financing my Flopus bills with Klarna
Visited [site] to get up to speed on Clavicular, frame mogging, cortisol spiking, etc. Notice it's v fast despite being extremely dynamic. Built on @nextjs App Router.
I think agentic AI would work much better if people took lessons from organizational theory... We need measures of spans of control for AI. A human tops out at less than 10 direct reports. I am pretty sure that 100 subagents is too much for an orchestrator agent β suspect we need middle management agents...
In 18 months we went from "AI is bad at math" β "Okay but it's only as smart as a high school kid" β "Sure it can win the top math competition but can it generate a new proof" β "Yeah but that proof was obvious"... Next year: "Sure but it still hasn't surpassed the complete output of all mathematicians"
This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing
View on XAnalysts say a design refresh for the iPhone 17 lineup has reinforced Apple's status-symbol appeal in China, with the "cosmic orange" Pro model going viral
View on X"1,000 songs in your pocket" was one of the great branding masterstrokes of all time
Anthropic rolls out a fast mode for Claude Opus 4.6 in research preview, saying it offers the same model quality 2.5 times faster but costs six times more
View on XX unveils a new pay-per-use pricing model for its API, replacing the earlier pricing model that required developers to pay fixed monthly fees of $200 or $5,000
View on XI'm *elated* building things is easier, but, since LAMP (early aughts), it has not been the hard part. Hard part(s): mattering, good taste, maintenance, inspiring others, handling rejection, not getting distracted
Sources: Mercor rival micro1 has told investors it is now generating $200M in recurring revenue; Mercor is offering micro1 employees signing bonuses up to $2M