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It’s 2026, you start your day by putting on your Apple Vision Pro. You wait as a stream of tweets fly across your display. You pluck the ones you like and place them in a pile in your palm. After collecting a few you throw them like frisbees across the room to retweet all.

Outside of a few cases, most of the value in business software is created by sales and most of the value in consumer software is created by marketing/growth and brand. “Product” is usually just something EPD teams talk about so they can sleep at night and get up in the morning.

As techno capital accelerates, the excess needs to go somewhere. If undirected, it turns inward and annihilates so that it can perpetuate its own need for production. The only sustainable long term solution is space exploration. Infinite games require infinite playing fields.

This is why Midnight Ghospel is one of most prescient and compelling visions of the future: everyone with a world simulating device, and each world itself serving as a metaphor, communicating and teaching us via generative stories

The most reliable predictor of healthy institutions is the rate at which problems are solved at the root vs. symptoms level. The key role of a Live Player in any institution is to apply pressure towards root level problem solving. This is what Quality means in practice.

Language is a programmable abstraction of reality. True intelligence is accurate surprise. Surprisingly accurate hallucinations are how large language models flex their truly genius world models. This is why websim is so exciting.

The most sf thing you could possibly do is use a wework phone booth to record an Airchat post

This one photo will do more to incentivize the next generation of entrepreneurs to reshore the American semiconductor industry than the entire $250 billion CHIPS act ever could

appreciate the love from the godfather of AI engineering also if you're an engineer in nyc and looking to join something new, we're hiring, dm's open

It's starting to seem likely that in some years from now, instead of generating images with Midjourney, you'll generate worlds and enter them, like you're living in an episode of Midnight Gospel

Founder mode is showing up to an sf hacker house party with a 97/3 ratio of guys to girls and still figuring out a way to get laid

The team is cooking - if you’re in nyc (or looking to move) and are a talented engineer or designer looking to do the best work of their career, come work with us

This is why every great product has a clear teleological evolution associated with it, and why well built similar products will evolve towards similar patterns, the right design emerging out of the error correction process as it responds to environment (users and market)

The Optimistic Thought Experiment, Thiel 2008

The best agent coordination “framework” will end up being economic markets, not the python library with the most github stars

There’s something about getting big leafy plants and a water cooler for your new office that will really make you feel like your startup is growing

It’s unavoidable that in a world where everyone will prefer voice mode to interact with their agents at work, there’s going to be a return to some form of new age office cubicles No one wants their coworker hearing just how demanding they are of their Cursor agents

Today we announced raising $17M to build the world's first truly end-to-end automated document processing cloud. This year has been a whirlwind, but we’re only getting started. We’re already live with fortune 500s and cutting edge AI teams, powering some of the most critical

Looking forward to this chat! Make sure to tune in July 9th

going on TBPN in 20 min to talk all things Extend + our recent series A round, make sure to tune in!