Joby Oommen

“OpenAI CEO Sam Altman said he used to make fun of "idea guys" who claimed to have the best startup idea and just needed a coder to do it. Not anymore.” Well, well. Looks like the “idea guy” may have been early after all. 😉 For 20+ years, I’ve believed that ideas, vision, and strategy are not worthless. They are not “just ideas.” They are the seed layer of every major company, every movement, every platform, every category shift. Execution matters. Of course it does. But execution without vision is just labour. Back then, I even had a website called IdeaTradr because I saw the value in trading, developing, and protecting ideas before the market understood how powerful they could be. The problem has always been this: Ideas are difficult to copyright.
They are often not patentable.
And corporate culture, investors, and operators have historically treated them as cheap unless they came from someone already famous, already funded, or already inside the system. But ideas are still intellectual property in the broader sense. • They come from pattern recognition.
• From lived experience.
• From seeing the future before others see the opportunity.
• From connecting markets, technology, timing, people, and strategy before there is a product to point at. Now AI is changing the balance. The technical barrier is dropping.
Generative AI coding tools are making it possible for visionary founders, strategists, and builders to move from concept to prototype faster than ever before. That does not mean execution is easy. It means the person with the right idea, the right vision, and the right judgment now has far more leverage. So yes, it is finally becoming a great time to be the “idea guy.” Unfortunately, #SamAltman may not know this particular idea guy yet. Also known as #VEOJoby. 😉 Thank you @sama and @BusinessInsider for saying out loud what some of us have known for a long time. —- • OpenAI CEO Sam Altman said thanks to AI, it's finally a great time to be that guy. • More specifically, "the idea guy" who was once laughed out of Silicon Valley. • Thanks to generative AI coding tools, technical expertise isn't the barrier it once was, making it easier to bring ideas to life.” Thank you @sama and @BusinessInsider. businessinsider.com/sam-altman-ide… @OpenAI @_cweedbrook #cnbc @cnbc @sequoia #VC #VentureCapital

“OpenAI CEO Sam Altman said he used to make fun of "idea guys" who claimed to have the best startup idea and just needed a coder to do it. Not anymore.” Well, well. Looks like the “idea guy” may have been early after all. 😉 For 20+ years, I’ve believed that ideas, vision, and strategy are not worthless. They are not “just ideas.” They are the seed layer of every major company, every movement, every platform, every category shift. Execution matters. Of course it does. But execution without vision is just labour. Back then, I even had a website called IdeaTradr because I saw the value in trading, developing, and protecting ideas before the market understood how powerful they could be. The problem has always been this: Ideas are difficult to copyright.
They are often not patentable.
And corporate culture, investors, and operators have historically treated them as cheap unless they came from someone already famous, already funded, or already inside the system. But ideas are still intellectual property in the broader sense. • They come from pattern recognition.
• From lived experience.
• From seeing the future before others see the opportunity.
• From connecting markets, technology, timing, people, and strategy before there is a product to point at. Now AI is changing the balance. The technical barrier is dropping.
Generative AI coding tools are making it possible for visionary founders, strategists, and builders to move from concept to prototype faster than ever before. That does not mean execution is easy. It means the person with the right idea, the right vision, and the right judgment now has far more leverage. So yes, it is finally becoming a great time to be the “idea guy.” Unfortunately, #SamAltman may not know this particular idea guy yet. Also known as #VEOJoby. 😉 Thank you @sama and @BusinessInsider for saying out loud what some of us have known for a long time. —- • OpenAI CEO Sam Altman said thanks to AI, it's finally a great time to be that guy. • More specifically, "the idea guy" who was once laughed out of Silicon Valley. • Thanks to generative AI coding tools, technical expertise isn't the barrier it once was, making it easier to bring ideas to life.” Thank you @sama and @BusinessInsider. businessinsider.com/sam-altman-ide… @OpenAI @_cweedbrook #cnbc @cnbc @sequoia #VC #VentureCapital

OpenAI CEO Sam Altman said he used to make fun of "idea guys" who claimed to have the best startup idea and just needed a coder to do it. Not anymore. bit.ly/42Nuqv3

VEO Insight: GoPro Defense — A Hypothetical Vision of What Could Be What if GoPro's 22 years of imaging IP, AI processing, and stabilization expertise weren't just powering action cameras — but powering America's next generation of defense autonomy? This is conceptual. Forward-looking. Not an existing business unit. But the strategic logic is too compelling to ignore. @GoPro already builds: $GPRO • The world's best miniaturized AI cameras (GP3, 5nm, onboard NPU) • Imaging systems flight-proven on Artemis II in deep space • A 22-year IP portfolio in optics and stabilization • A globally trusted Western consumer brand • Allied-nation manufacturing relationships Now imagine that capability stack reimagined for defense. 🛰️ RECONNAISSANCE — Persistent ISR. See first. Know more. Act faster. 🎯 STRIKE & LOITERING — Precision. Autonomous. Mission decisive. 📦 SUPPLY & LOGISTICS — Deliver critical supplies. Extend reach. Save lives. 🛡️ COUNTER-UAS — Detect. Track. Defeat. Protect the force. 🚢 GROUND & MARITIME — Integrated autonomy above, on, and below the surface. One AI sensor stack. Multi-domain interoperability. Mesh-networked operations. NATO and STANAG compliant pathways. Modular, open architecture that integrates with allied platforms instead of locking them in. This isn't about replacing the defense primes. It's about being the trusted Western imaging and autonomy layer inside their platforms — the way Intel was inside everyone's PC, the way Qualcomm is inside everyone's phone. #Anduril proved what defense startups with vision can do. #ShieldAI proved AI autonomy works. Skydio proved American sensor drones can scale. The category is wide open for a brand that combines all three with the consumer reach that funds R&D. For investors: GPRO trades at ~$270M market cap. Down meaningfully from its all-time high near $10B. The Golden Dome program is $185B and growing. The Drone Dominance Program is funding 340,000 American drones by 2027. The $1.5T FY27 budget request is the largest in modern American history. The window is open. #GoPro C-Suite (and @OliverWyman): the brand exists. The IP exists. The latent demand for trusted Western drone hardware is enormous. The path forward is yours to define. Multi-platform. Multi-mission. One AI sensor stack. This is just a starting point. The possibilities are endless. Built for those who protect. Inspired by those we serve. Think VEO. #veojoby — This post is a human-AI effort. Joby's "VEO" vision and IP. Claude AI's analysis (may contain inaccuracies). The visual concept is hypothetical and forward-looking — not an existing business unit. For conceptual and discussion purposes only. Not investment advice. #Defense #GoldenDome #GPRO #cnbc #bloomberg @cnbc @BloombergLive @BloombergTV #wallstreetbets #WallStreet

McKinsey plans to use AI agents in a move that's likely to surprise its clients around the world bloomberg.com/news/articles/…