Hahahahahahahahaha

Time to play the fun game called “how much do I hate my life at LAX pickup?”

Update it sucked

This was an exceptionally cogent articulation from Roelof about the state of venture capital. "There's a lot more talent than really interesting companies to be built. And I think we're spreading a lot of that talent thin right now." "Venture is a return-free risk."

x.com/i/article/1978…

The whole US growth model right now is a big bet on continued revenue growth at the major AI labs — might be a good bet but it’s an unusually narrow foundation for the economy.

Wedding vibes

Santa Cruzing

(david attenborough voice) ah yes, the Great Nerd Migration... after years of remote work, they swim upstream toward their ancestral homelands of San Francisco venture capital scent triggers their return to the warm servers of the valley. They return to code, spawn, and IPO in

During the 2020-2022 era bunch of people left San Francisco and many of my tech friends questioned if sf will be the dominant city. Nyc, Miami, Austin were all picked as alternatives. My simple view was none of these cities had the quirkiness or build around the culture of

A nationwide backlash to AI data centers is brewing. And for good reason: while AI enriches Big Tech CEOs and props up the stock market, data centers are sucking up communities’ water and power. When the AI bubble bursts, the rest of us will be stuck holding the bag. Be warned.

ABBA while cranking on work is incredible

Wishing all our supporters celebrating a very happy and prosperous Diwali ❤️

Happy Diwali! #happydiwali2025 🪔 Wishing all of my friends and your loved ones health and prosperity 💕

Nice way to take a step back and actually reflect 🪔🪔

Who actually wants Uber style surge pricing for. electricity. I bet most people would think that sucks. Especially compared to the status quo that mixes in oil and natural gas use to keep peak electric infra costs down.

Transformer deal! GE Vernova acquires remaining 50% of Prolec GE (50-50 cash-debt) from Xignux for $5.275B, accelerating growth in its fastest-growing segment. Prolec GE expects $3B revenue at ~25% EBITDA margin in 2025 with low double-digit growth ahead. Deal is expected to be

Basically no growth in corporate capex outside of AI

We’ve hit the point where the entire design district roundabout are just Waymo’s. And they cause traffic.

Carl Raymond 🌞🌞🔋 Equally important. Every utility has to set rate tariffs to incentivize you to charge “off-peak” or sign a contract with Apoorv Bhargava to let him make it more dynamic based on distribution grid loading.