Nuseir Yassin

@oz_michael @Nascommunities I think that’s due to execution…Walmart is up

@nasdaily @Nascommunities Starbucks' stock is also down, so... nope

AI is eating my industry alive. The value of everything digital is going to zero. Expect more creators to pivot to physical.

@pitdesi sadly im on your side of the bet. this is not an AI play, this is a DTC play for a magic drug spun as an AI play.

if you believe that the vibe-coded $1B company has been built, take this bet: If Medvi gets a >$1B valuation via acquisition, priced round, or public listing (market cap 30 days post-lockup), by December 31, 2028, I pay you $100k to your charity. Else, you pay $100k to mine.

@johncoogan @sama congratulations guys!

TBPN has been acquired by OpenAI! The show is staying the same and we’ll continue to go live at 11am pacific every weekday. This is a full circle moment for me as I’ve worked with @sama for well over a decade. He funded my first company in 2013. Then helped us fix a serious logjam during a critical funding round a few years later. When I took my second company through YC, he was president at the time, and then when I joined Founders Fund, the first deal I saw in motion was the post-ChatGPT round in late 2022. And as we started growing TBPN last year, he was the very first lab lead to join the show. Thank you to everyone that has been a part of TBPN until now. The last year has been the most fun and rewarding part of my career and we’re excited to have more resources than ever going forward.

@thatguybg This is actually very fun to watch!!

excited to announce Agentic Shitpoasting the first and only AI plugin for you to shitpoast like a pro 17 skills & agents now in Micro, Claude Code, Codex & OpenClaw (link below)

@ank188 This is true.

الفلسطينيين في إسرائيل عايشين أفضل من جميع الشعوب العربية .

@lessin Hahahahahahha this is great

VCs get hammered with mostly AI driven / list driven outreach these days (but some percent is real) -- my new copy-paste response working great to separating real from not.

world's smallest sport In San Francisco, this gets $10m in funding. So I am here to show you the crazy story behind @spermracing

@signulll thanks for the motivation.

starting a consumer company is basically opting into pain as a lifestyle. you need this weird, almost contradictory stack which is taste + timing, future intuition + present execution, & culture fluency + product rigor. most ppl have like… one of these. maybe two if they’re lucky. oh the worst thing is that there’s no clean feedback loop. ain’t no tidy dashboards telling you you’re right. it’s mostly vibes, weak signals, & ridiculously delayed validation if it comes at all (kinda like being in a toxic situationship). you’re effectively betting on something that doesn’t fully exist yet, using instincts you can’t quite articulate, in a market that will happily ignore you until it suddenly doesn’t. this is one of the most asymmetric games you can play but also one of the least coherent while you’re in it. i think of it as playing a video game in hall of fame difficulty with no tutorial & half the UI missing.

@DiegoRuzzarin Wait aren’t you the guy in mexico who i agreed to go on his podcast? And we had a nice respectful conversation for 2 hours and then we shook hands and left? What changed bro? Not a good look for you.

I remember when the idiot @nasdaily told me India has a more successful model than China. 😂😂

@zeshmohmand love the Nas style here!!

اِس پاکستانی بچی پر کانفیڈنس تمام ہے🔥🔥 حد ہے یارر

@beirutwire can't wait to visit beirut

The Lebanese want peace with Israel 🇱🇧🕊️🇮🇱

@nayibbukele, If you give me 5 minutes for a cameo, I’d love to fly to El Salvador and show your amazing country transformation to my followers!

@DumisaniTemsgen I am upvoting the crap out of this tweet.

Bad News in AI Land…. love it or hate it, this model was special. AI video generation is up for grabs and it seems like ByteDance is gonna win big….

AI should kill editing next. I coded for 4 years and edited for 6. Both jobs are manual and repetitive. Grok and Seedance should create one-shot video generation. Not just clips. The demand will be unlimited. I can't believe Sora is out of this race.

@FormulaRauda the best business partner i had in my 10 year career was an Emirati woman.

Never bet against an Emirati woman, you will lose.

we're basically building Shopify but with AI that helps you market. Marketing content needs to be generated video and pictures. Video needs to be one shot ad creatives 15-30 seconds long to sell a product. Sora was the only one that did a one shot solution. Seedance 2.0 has lots of promise. I think most people need a complete video solution. editing clips is too hard.

@nasdaily @pritishag12 What have been your biggest blockers? happy to chat more about it and see how we can help you

This is how you lose trust. We spent too much time integrating with Sora API. Only to see it shut down.

@EYakoby bro im not cuban. i took this video.

A Cuban shows that the whole country is dark, there isn’t any electricity, except in one place. That place is the 5 star hotel where Hasan Piker, Kneecap, Code Pink, and the rest of the useful idiots are staying.