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PSA - Huberman talked about the benefits of skipping on the pod this week so beware The Huberman husbands will be self identifying

Remember when everyone piled on Poppi for those $25k vending machines they sent to influencers, and all the experts talked about how out of touch they were? Then they just said nothing and sold for almost $2B

Deals like Wiz are what convince so many people that venture is a good business/investment. It can be, but just like hedge funds, it's hard to beat the market. Almost no one does it consistently over time. And you probably can't invest in them.

Not sure if you knew but Kendall Dickieson is now famous via sweetgreen

Hot take on investing - writing a check in an obviously amazing person at the idea or pre-idea stage is no riskier than investing in an MVP or maybe even a seed round. It feels crazy, but the valuation arb you can get is definitely a positive EV, in my humble opinion.

Am I Luddite for thinking the world will kinda suck if everything that can be automated with AI is actually automated with AI

If your comopany's Slack doesn't look like this, I don't want to be in it

“Had I not discovered running, I would be a significantly lesser person” Malcolm Gladwell dropping the this banger talking to Rick Rubin on Tetragrammaton

SoHo on a Spring Friday is just a 10 block urban day club

Running a startup is having someone accept a job offer at 10:57 AM and then selling their expertise at 11:03 AM.

decided to think outside the box to make a splash for shoptalk this year dropped the whole marketing budget on the Bellagio Fountains - could only afford Sunday before the conference started, but I'm sure it'll pay off

we're at a really weird time in the world where literally anyone can act/communicate like a top performer, philosopher, intellectual, or literally anything great without the world just assuming it's AI. it won't last forever, but for now it's anyone's game!

Hilarious that OpenAI put the entire knowledgebase of mankind and the known universe into a model at our fingertips and the thing that actually pushed the servers to the limit was a Studio Ghibli viral moment

I wish I would have written more about my early experiences using AI. It’s pretty clear the world is going to change a lot and detailed accounts of my perspective in the “before times” would have been cool

Startups are largely just naive slamming of incumbents when you don’t fully understand how complex things actually are

Theres a beautiful buzz to the morning flight out of NYC to any Phish or Dead and Co residency. The entire plane is taken over with fans. Probably confusing for people who don’t know what’s going on

Apple Intelligence is going to think the most common last names are Hinge and Raya

Shopify really came in and hit their app developers with a tariff of their own. A good empathy-building exercise for us to relate to our merchants, I guess? $150k/yr gone immediately - time to go update the models :(

Culture and Brand are quickly becoming the best differentiators a company can have - invest your time, effort, and resources accordingly

My luddite version of vibe coding is crushing email and slack listening to '72 grateful dead