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THE 1-HOUR OBSIDIAN LECTURE THAT CHANGES HOW YOU THINK ABOUT YOUR VAULT > Nick Milo breaks down Obsidian Bases > the feature that finally makes Obsidian a real database, not just a folder of markdown files > save this. watch it before you set up your vault👇

Today’s Figma MCP update makes it one of the strongest integrations with Claude Code I’ve seen. You can now use Claude Code to design in Figma with the the full context of your design systems.

Stealing this idea for our next offsite You should do that too

Google is the only company in the world to be vertically integrated when it comes to AI

The five layers of AI and those best positioned to benefit: 1 - Application: $PLTR, $NOW, $CRM, $NET, $CRWD, $TEM, $SHOP, $TSLA 2- Models: $MSFT, $GOOGL, $AMZN, $META, $BABA, $NVDA 3 - Infrastructure: $NBIS, $IREN, $CRWV, $ORCL, $ALAB, $ANET & hyperscalers 4 - GPU: $NVDA, $AMD, $INTC, $TSM, $AVGO, $ARM, $ASML 5 - Energy: $OKLO, $EOSE, $CEG, $NXT, $LEU, $SEI This is my personal take on who I believe is best positioned. Any names you’d add or remove?

A few facts about ASML's $ASML moat: - The core of ASML moat is hard science. Printing patterns 2 nanometers apart on silicon at scale with consistency and throughput is something only they have figured out how to do. - The EUV machines are the most technically complex machines in the world. They are made with over 100,000 parts and take 6 months and 250 engineers to assemble on-site. - Each machine has millions of lines of embedded software, code that's been developed over 20 years. This complex custom software predicts physical effects that deform chip patterns as they are shrunk down. Even if someone could re-create the physical structure, recreating the code is another challenge - One of their EUV machines uses over 800 unique suppliers, many of which they have exclusive agreements with. To replicate the machine, you would have to replicate the suppliers as well, adding even more difficulty - The ZEISS mirrors in and of themselves are an engineering marvel, it's the flattest glass on earth. It has never come close to being replicated by a different party, and ASML has an exclusive agreement with ZEISS - Beyond technical complexity, exclusive partnerships, ASML's moat also benefits from deep integration with the broader supply chain. Companies like TSM and Intel build their roadmap in concert with ASML, their facilities are deeply integrated and embedded in their product. Disrupting ASML would also mean uprooting a long term deeply integrated partnership with these customers - ASML also benefits from a moat of IP. They take extensive effort to protect all their progress with patents and designing the product to obfuscate attempts to reverse engineer - Other methods have been tried and failed. Canon and Nikon have tried many alternative methods to accomplish what Extreme EUV machines do, and it doesn't work. Each attempt has run into scaling products, yield, consistency, or other issues to make them not viable. - The final part of the moat is the astronomical cost. This engineering marvel is the result of 30 years of development and countless billions of dollars in research and development. The human capital alone required to build and run it is significant. And they iterate every year to further their distance from competitors.

The website designed for @tempo // by me & @narrowd with design input from @matthuang

Highly recommend checking out this new book

How to Build Your Own Spaceship isn’t sci-fi; it’s the DIY guide to the final frontier. What it actually shows: Rocket science → explained without the PhD History → from Apollo to SpaceX, the hacks that made it possible Engineering → how to design engines, fuels, and systems that survive space Obstacles → cost, politics, and physics trying to kill every dream Vision → why private citizens, not just governments, will shape spaceflight This book isn’t about rockets. It’s about turning the impossible into a weekend project for humanity.

Technology over the long run: zoom out to see how dramatically the world can change within a lifetime (Credit: Max Roser/Our World in Data)

NASA published a free Systems Engineering book that you can self study. It’s definitely worth to touch on this topic, it turns you into a hiring magnet for many companies. Also, systems thinking is absolutely critical for every AI application.

Watch the full interview with Tobi Lutke on the @lennysan podcast here: youtube.com/watch?v=tq6vdD…

Solid foundation for startups: 📦 @Supabase (DB, Auth, Storage, Vector) 🌐 @vercel - Hosting 📧 @resend - Emails 🐛 @getsentry - Monitoring 📱 @expo - Mobile apps ⚙️ @triggerdotdev - Background jobs 📊 @openpanel - Analytics 💳 @polar_sh - Payments

Saudi Public Investment Fund ... Are they out here trading options?

Marc Andreessen’s career advice for the AI era:

The new AI billionaires

Sam Altman: The Moment I Realized AI Would Work⁣ ⁣ "In 2012, the AlexNet paper came out. For the first time, it seemed to me like there was an approach that might work. I remember thinking, why is the world not paying attention to this?"

How Peter Lynch selects stocks:

Best book I’ve read in a very long time Inspiring in a way similar to Surely You’re Joking Mr Feynman Every technical founder should read

Top 100 Bitcoin treasury companies hold almost 1 MILLION Bitcoin 🤯