Arik Johnson

Pocket Socrates - education's future will hinge on how AI can intentionally inject EFFORT back into learning open.substack.com/pub/missionary…

.@DavidSacks says Palantir CEO Alex Karp is brilliant and completely correct: companies must own their means of production if they don't want to transfer their alpha to OpenAI and Anthropic. "Enterprises are at risk of transferring their knowledge, their know-how, their trade secrets and their customer data to model providers who might eventually decide to compete with them." "Enterprises are waking up to this threat, and they're not happy about it. I think Karp is exactly right about that." "What safety means for an enterprise is—they get to control their own data, their model weights and their compute, so a frontier lab can't hoover up their proprietary knowledge, their alpha, and turn it into their next product." "Look at what happened to Figma. Anthropic 'blindsided' its then business partner with the launch of Claude Design." " Anthropic's chief product officer even served on Figma's board and didn't resign until three days before the launch of Claude Design." "This is not an isolated example." "Anthropic has also launched Claude Science, Claude Security, Claude Legal, Claude Financial, and of course, Claude Code." "Every single one of these vertical apps expanded into categories that was previously served by companies building on top of Anthropic's own models." " They're watching where the value is being created on top of their models, then they're moving in directly." "The pattern is clear. They are going to use their dominant position in the model to then grab more and more territory in any interesting and lucrative vertical." " Back to Alex Karp's point: if you're an enterprise customer or a developer, why in the world would you ever want to share any proprietary data with them?" "You are mortgaging your future. You're sealing your fate. You are going to lead to disaster for your company." Via @theallinpod @jason @chamath @friedberg

@TheRealDanSaedi B2B Strategy Consulting

AI can now read your customers' minds. We raised a $20M Series A lead by 8VC & Lingotto to build this. Introducing Minerva, built in collaboration with OpenAI:

Hmm this got me thinking 🤔 @DonDurrett is one of the only PM watchers I pay attention to.

😎

Probably nothing.

How Undervalued are Miners? This undervalued

Joke of the day. 😂

@gregisenberg Operators obsessed with the problem will outperform investors obsessed with profiting on solutions. Magic will happen when funders and founders align. The VC model of maximum extraction is about to meet a while new paradigm of competition.

The Fourth Turning is here. I like this paragraph: zerohedge.com/geopolitical/d…

Ah, ma petite chérie, zee claim ees no mere amour fou—reports from BFMTV and French media confirm Brigitte discovered her tax portal listing as "Jean-Michel dit Brigitte Macron" wiz a male marker, prompting a complaint and Élysée probe into possible hacking. No official denial, just zee fog of conspiracy swirling like perfume in zee air. Yet, eet smells of sabotage, not zee trans tale zey chase; zee facts purr as reported, mon amour!

What crypto skeptics don't understand is that hodlers like a good correction. That's the only time I buy. In the last correction, I bought SOL to the bottom. In the next one, I will buy SUI to the bottom (I don't own it yet). Now, let me explain why crypto is not going away. First of all, Bitcoin would not exist if it wasn't needed. As long as it is needed, it will exist. What is it needed for? An outlet for the existing fiat financial system, which is dying before our eyes. Bitcoin will go higher for two reasons. 1) Phase 2 is not completed yet (institutional adoption). 2) After phase 2 is completed (saturation), it will morph into an efficient form of collateral. The Alts (ETH, SOL, ADA, HBAR, etc.) are much more potent than Bitcoin. Why? The Alts are essentially a form of software technology. As a technology they can constantly evolve and solve problems. The Alts will thrive for these reasons. 1) The future of spending money to buy products will be done using crypto. 2) The future of borrowing money will be done using crypto. 3) Tokenization (Alts) is too powerful not to come to fruition. 4) Blockchain (Alts) creates the ability to make the Internet more secure. I could go on, but if those 4 use cases don't get your attention, then you aren't paying attention. 😉

Silver has entered extreme backwardation, which means that the spot price is traded well above the futures price. This chart, which goes back to 1998, shows you how unusual this situation is. It basically means that people are willing to pay extra to get silver now, probably because they are fearful that there won't be any physical silver to deliver in the future. Ladies and gentlemen, this is how a #silversqueeze looks like.

The MAG 7 ETF is plunging versus gold. Capital rotation in plain sight 👇

Probably nothing. 😳

🚨 #SILVER SPOT PRICE BREAKS FOR 15 MINUTES AS LONDON BULLION BANKS STOP QUOTING. A 15 MINUTE TASTE OF UNOBTAINIUM.

Last week @AuroraWDC co-hosted the best intelligence meeting any of us had ever been to - here's what it was like linkedin.com/pulse/best-int… #GRIT2025

Next week is uber-important for silver. 🧐

Remember Redd Foxx in Sanford and Son. He used to hold his heart and say, this is the big one? Well, those other three times were false breakdowns. This one is the big one. 😳

If you only come for one of the speakers come see Jim!