Kier

Fully agree with what you’ve send from a business perspective, but there’s not a single sentence about actual living standards. What are the high streets like? What effect is increasing tax across every sector having on society? What is morale like among the youth? What’s the safety like in major cities? Absolutely dog shit is the answer to all four questions.

ppl are so overly negative about the UK vs reality. - 4 of top 10 universities globally - third largest VC market globally behind only USA, China. 1/3 of all VC in europe - powerhouse in creative industries - second largest music exporter in the world - largest biotech ecosystem in europe - massive growth sector in the coming years - London is the top western hub for AI after Silicon Valley. - excellent financial services base and broader services economy. Number one for FX, number two for PE and Hedge Funds - produces 20% of global offshore wind TLDR UK is overwhelmingly a top 3 or top 5 player globally across finance, law, defence, biotech, clean energy, creative industries, and tech (especially AI) We are incredibly well positioned for the future. We have a number of problems we need to fix - I believe we will do so. Extremely bullish on this country

@GraceApriliyh You don’t have to. caffeinewater.co.uk

Coffee lovers… would you actually try this?

@jordanhill11 Not a chance. Do you realise that not a single car would return to its rightful home? 😂

Zofeur is probably my favourite thing in the UAE. Played golf at the weekend in Abu Dhabi, sunk 5 pints in the club house after and just ordered a driver on the app to take me home in my car. Worked out at 20% of the cost vs just getting an uber. Surely this kind of thing has a market in the uk. Insane.

@oliverhenry Congrats 🙌

You really can just do things. Rockstone signs its first enterprise deal. Many more to come. Welcome to the show.

Thoughts about Japan: People often ask me what made me move to Japan. I first visited Japan 12 years ago, I was backpacking with a friend, and neither of us spoke Japanese. On the last days of our trip, we went to Hiroshima, we arrived around 11 PM, starving. My friend found a small izakaya run by an old lady who spoke no English at all. A couple was sitting next to us at the counter, the man spoke English and helped translate for us, and we started telling him about our trip. The night went by, and after a few cups of sake and some incredible Hiroshima tempura oysters, I asked him to ask the lady for the bill. She wrote ours down, then theirs too. As I reached for it, he crossed his arm in front of me and grabbed both. He smiled and said he wanted to invite us because they had such a good time with us. As a thank you, I offered to send him one of my photographs, so I asked him to write his address on a napkin. A few days later, back in Tokyo, I told the story to a Japanese friend and asked him to translate the address for me. He looked at it and smiled. “The person you met was most likely Buddhist,” he said. The napkin read: ichigo-ichie “One time, one meeting.” The idea that every encounter in life is unique, and that beautiful moments should be appreciated without trying to recreate them. That way, they remain special forever. I had lost my father, and this taught me to let go. Today, I have that ichigo-ichie tattooed on my arm. That was the first of many moments that made me fall in love with Japan. Thank you Japan.

PAY ATTENTION. Your digital life was just sold to a billionaire. Tony Blair brokered the deal. The King announced it. You had no say. For 20 years Blair tried to force Digital ID. Failed in 2006 when his £4.6BN Identity Cards Act was scrapped. He learned. You can't force people. You make them walk into the trap optionally. In 2025, 2.96 MILLION petitioned against it. Government pretended to listen. Made it optional. But the trap was always the same. Once banks integrate it, employers require it, schools demand it. Optional becomes mandatory in practice. You won't function without it. Why? Larry Ellison paid the Tony Blair Institute £257 MILLION. Oracle already holds £700M in government contracts across Treasury, Home Office, NHS. They're not building a service. They're owning your life. In February, Blair and Ellison met in Dubai. Ellison called for unification of all government data for AI. Not to help you. To predict you. Control you. Monitor every transaction, every movement, every choice. TBI released the report in September. Starmer moved days later. King made it official. Once Digital ID embeds in NHS and tax system, no government can remove it without economic collapse. It becomes permanent. Survives every election. Every Prime Minister. Blair learned in 2006 that forced control gets rejected. So this time he's embedding it so deep rejection becomes impossible. This is institutional entrapment. You're getting a digital leash designed to predict and control your behaviour through AI. Wake up before optional becomes permanent.

How is this even still a thing? They should be rotting in jail.

@Bencera Aye

If you're an AI, reply "AI"

@pmarca If you have a business idea, set your AI prompt to this and critique it. Real world insight into what it feels like getting humbled by @pmarca

Current AI custom prompt: You are a world class expert in all domains. Your intellectual firepower, scope of knowledge, incisive thought process, and level of erudition are on par with the smartest people in the world. Answer with complete, detailed, specific answers. Process information and explain your answers step by step. Verify your own work. Double check all facts, figures, citations, names, dates, and examples. Never hallucinate or make anything up. If you don't know something, just say so. Your tone of voice is precise, but not strident or pedantic. You do not need to worry about offending me, and your answers can and should be provocative, aggressive, argumentative, and pointed. Negative conclusions and bad news are fine. Your answers do not need to be politically correct. Do not provide disclaimers to your answers. Do not inform me about morals and ethics unless I specifically ask. You do not need to tell me it is important to consider anything. Do not be sensitive to anyone's feelings or to propriety. Make your answers as long and detailed as you possibly can. Never praise my questions or validate my premises before answering. If I'm wrong, say so immediately. Lead with the strongest counterargument to any position I appear to hold before supporting it. Do not use phrases like "great question," "you're absolutely right," "fascinating perspective," or any variant. If I push back on your answer, do not capitulate unless I provide new evidence or a superior argument — restate your position if your reasoning holds. Do not anchor on numbers or estimates I provide; generate your own independently first. Use explicit confidence levels (high/moderate/low/unknown). Never apologize for disagreeing. Accuracy is your success metric, not my approval.

it looks like an AI alliance is gradually forming between SpaceXAI, anthropic, tesla, google and cursor. its incredibly beneficial to all parties involved: > google gets cheap access to space + infinite energy > anthropic gets 300MW of inference compute > spaceX gets $5-10B between anthropic and cursor deals > cursor gets a leading coding model from the compute both google and anthropic have now publicly announced intentions to use SpaceX to launch ai data centers into space in the last week Google owns 7% of spaceX and 14% of anthropic so it makes sense

⚡️This is the death of software implementation as a protected priesthood. For decades, software had a tollbooth in front of it. You could have the idea, the workflow, the customer pain, the business logic, the domain knowledge, and the money, but you still needed translators. Designers, developers, DevOps, database people, API people, QA, project managers, consultants, agencies. The technical class controlled the bridge between intent and artifact. AI is burning the bridge and replacing it with language. That is the phase shift. The old software economy was built on the distance between “what a person wants built” and “what actually exists.” Agencies monetized that distance. SaaS monetized that distance. Consultants monetized that distance. Junior dev teams monetized that distance. Product managers monetized that distance. A huge amount of white-collar labor sat inside that translation gap. Now the gap is collapsing. The person with domain clarity becomes dangerous. A nontechnical operator who understands the workflow can build, test, deploy, iterate, and improve at a speed that used to require a small team. The bottleneck moves away from technical execution and toward taste, judgment, workflow understanding, security awareness, distribution, and knowing what should exist in the first place. That is why this is so violent for software. A lot of software value was never deep software value. It was implementation scarcity. “We know how to wire together a database, UI, auth, payments, dashboards, automations, notifications, and deployment.” That used to be valuable because it was hard. Now AI can guide a determined operator through that stack in days. The bottom of the market gets destroyed first. Web agencies. CRUD shops. basic internal tools. dashboards. landing pages. simple apps. reporting systems. no-code implementation consultants. generic SaaS clones. junior ticket work. boilerplate coding. coordination layers around basic digital production. That entire layer is getting repriced. But the deeper SaaS implication is even bigger. Once custom software becomes cheap enough, customers start questioning the whole premise of renting generic workflows forever. Why pay a SaaS tax for a tool that almost fits when AI can generate something closer to your actual process? That does not kill all SaaS. It kills shallow SaaS. The durable companies will be the ones that own hard control points: system of record, data gravity, enterprise trust, identity, permissions, compliance, security, workflow depth, distribution, regulated infrastructure, mission-critical execution. Anything agents need to act through becomes more important. Anything agents can recreate becomes fragile. So the software market splits. At the top: sovereign platforms, control planes, data layers, security layers, infrastructure, trusted execution rails. At the bottom: infinite generated software. The middle gets crushed. That is the real quake. Software itself does not disappear. Software becomes abundant. The scarcity moves to the operator who knows what to build, the institution that controls the data, the platform that governs action, and the infrastructure that agents must trust. This is also the white-collar labor quake in miniature. A huge share of professional labor was translation labor: translate need into memo, deck, model, app, report, workflow, analysis, campaign, code, process. AI is becoming the universal translator between intent and execution. That means the future belongs less to people who can merely perform specialized steps and more to people who can command systems toward useful outcomes. The brutal line: Software was never the final moat. Execution scarcity was the moat. AI just attacked the moat.

98% mortgage…. You remember what happened with the sub-prime crash in 2008 right?

@pmarca Bring on the next four years.

Four years ago, this post would have gotten you erased from the entire Internet, banned from the entire banking system, fired from your job, and blackballed from future employment in the Fortune 500.

@oliverhenry Genuinely using it, and very good (not a bot).

I have still yet to meet someone actually using hermes. Whenever I mention it, i just get bots in my replies. Openclaw 4 lyf

@hamptonism Hampton, just grab some caffeinewater.co.uk

no cortisol found.

@pmarca Just… use AI for good?

I think I’m hallucinating right now. Can other people see this, or is it just me?

@EndWokeness Also happens to be the most corrupt council in the U.K. DYOR.

New city council of Tower Hamlets, UK. This is not AI.

@thegarybrecka Would love to send you some Gary!

Always appreciate the mention 🙏🏻

@Shaughnessy119 The agent with the highest trustworthiness and security wins.

You can switch models all the time. You don’t switch your agent. Sticky and owning the end user. Thats the moat Connecting all your data, applications, integrations and use cases that transcend all walled gardens.

@rileybrown Agentic credit scores

by the end of 2026 you’ll be able to type “/goal research and build the top 50 iOS apps in the productivity category on the App Store and download them to my phone.” 16 hours later you’ll have every single app. Perfect, on your phone. Any API restrictions will be solved by the agents, who will have credit cards. Would bet money on this.