Crystal Ballinger

@BrianRoemmele This but vinyl 👌

1979 High Fidelity.

Strait of Hormuz: A CitriniResearch Field Trip The Field Report from Analyst #3 is live. citriniresearch.com/p/strait-of-ho…

@citrini Savage

Analyst #3 is now safe and sound back in the free world 🫡.

@pmarca It’s bee around for at least half a year, Marc. It’s the AGI definitions that drifted

I'm calling it. AGI is already here – it's just not evenly distributed yet.

@citrini Will the fella make it to analyst #1? Guy needs a bonus and 48h off

@precious_m_e @midjourney @figma At this point, who doesn’t?

Rumours have it that @midjourney is building a @figma killer.

If you run a hedge fund and you don’t have Forward Deployed Analysts in the strait of Hormuz yet, you are too risk off.

@stevehou Forward Deployed Analyst

🤯🫡 “Analyst #3”

@unusual_whales The only thing more bizarre about this war is the lies about it

Hegseth: My son... asked about the war and the families I met at Dover. I looked at him and said, 'They died for you, son. So your generation doesn't have to deal with a nuclear Iran.'

@garrytan Anthropic’s reprogramming does magic

I am coming around to the fact that MCP, done right, can be magic.

@PauloMacro Bullish for nvidia

Please - not the datacenters

@BillAckman It is already too late. Last wake up alarm rang year or two ago At this point there’s no recovery without some form of a cathartic crisis imo

Europe is on a path to destroying itself. Unchecked immigration of millions of immigrants that burden their welfare states, bring violence and terrorism to their shores, and take over local governance, one city at a time. Anti-capitalist policies that make it difficult for businesses to adapt their workforces to a rapidly changing competitive environment now accelerating due to AI. A business environment and tax regime that is antithetical to startups. The absence of any progress or innovation in AI and limited access to the compute necessary to compete. Energy dependence due to the green movement at a moment when energy demands are rapidly increasing. And now, the abandonment of the U.S. when we have asked for limited assistance — base access and flyover rights — in the midst of our efforts to eliminate Iran’s nuclear and ballistic threat which is already within striking range of Europe, after we have invested nearly $200 billion in helping Ukraine. NATO is about to be toast. Europe’s defense burden is about to rise massively while their economies continue to fall further and further behind. In short, Europe needs to wake up before it is too late, and it may very well be too late.

@pmarca Used to call it excitement before

👀

@pmarca There is a better way.

First the Claude Code leak and now this. In the same week. "AI safety" by way of "we'll lock it up" is just totally dead. Kaput. Pushing up daisies.

@DeItaone Hold my Cabernet …

Macron says Trump cannot keep "contradicting" himself every day on Iran

A.Karpathy: "I spent months and concluded on these 200 lines of code sufficient to train chatgpt category transformer" A YC lad: "I generate 50k LOC a week!" Give a man a slop cannon....

@dylan522p @volatilitysmile Ultimate test of the fate innit?

Can I short myself?

@yacineMTB With slop cannons

the best way to review code is to rewrite it

@Maro_Elias @sequoia second largest _public_ company in the world.

This is so beautiful, and is a practical expression of the phrase - "the world is infinitely malleable" Some points to note: 1. Don Valentine was the ONLY VC willing to give a barefoot Jobs and Wozniak a check in the 70s. 2. Apple's market size was slated at US$500m (US$4.2bn today when you adjust for inflation). Not potential market cap, the size of the market they're operating in of which they intended to take a piece. 3. Investing in Apple was marked as "Medium priority". Today, Apple is the second largest company in the world by market cap. "You do not predict the future, you build it"

In honor of 50 years of Apple, we're sharing - for the first time ever - Don Valentine's original 1977 memo for Sequoia's investment into Apple Computer. #Apple50

@apoorv03 you are not really including app layer though. What you are charting here is "OS" layer of AI.

Two years ago I broke down the economics of the AI stack. The semi layer captured 87% of all profits. The app layer captured 3%. Two years and $350B revenue growth later, the shape barely changed. Semi: 79% of profits (was 87%) Infra: 14% (was 10%) Apps: 7% (was 3%) And concentrated! Semis is a one-player game. Apps two-player. Infra is the only competitive layer. The most profitable company in AI is still the one selling the shovels. x.com/apoorv03/statu…