Michael Brod

@makknows @litcapital lmao

@adhoc97 @litcapital Without the emojis, bear With the emojis, ???

Kyle Kuzma out here tweeting about Meta’s data center capex on Sunday night of MDW lmao

i can’t tell if the vibes are actually shifting rapidly or my X algo is just feeding me LLM bear commentary

The critical piece is that the ROI on a 2x uber price is still worth praying Real demand will emerge. And it won’t look pretty

@TheRohanVarma @sama Oai gonna book it as rec’d revenue

Yesterday @sama just offered to invest $2M of OAI credits into any current YC company as an uncapped SAFE. If I was in YC today, here is why I would take the deal: 1. You will spend that much $ on tokens building your product quicker than you think. The best AI-leveraged engineers are spending ~$10k+ per month on tokens. Thats $1.2M/year for a 10 person engineering team. The OAI deal means you don’t have to think twice about accelerating your engineering. 2. OAI tokens are worth 2X Anthropic tokens. Our frontier models are ~50% more token efficient than Ant’s. This means our $2M in GPT tokens is worth $4M in work accomplished with Opus. 3. You can use the tokens on the API. This means you can offer agentic products to customers without worrying about price or charging while you find PMF. Any product you offer that is useful with agents will use a non-trivial amount of tokens. Worrying about those costs while finding PMF doesn’t seem worth it. 4. The dilution will be minimal if you find PMF as an AI-native product and raise a Series A. A lot of series A’s I see these days are in the $100-$200M valuation range. $2M at that valuation is 1-2% dilution, which is very worth it if it allowed you to defer raising as much in your seed in order to pay for tokens. Would be curious how folks are thinking about it! Definitely an interesting offer to consider 👀

@dalibali2 fucking frontier intelligence mate

This is a real prompt

@jfbrly yeah need to take it to the casino i think these are all deliberatly leaked fake headlines for XYZ reasons there is no chance their fake revenue is ready to be scrutinized by the world and the SEC

@adhoc97 As much as I despite PolyMarket / Kalshi, this is exactly why they exist

i will bet anything that neither OAi nor Anthropic go public by EOY

@ankurnagpal @cjquinn10 is the only one

Who are the best small venture capital fund managers you know? Our favorite types of managers to back: - Deeply technical - Differentiated access - Run a small fund (under $25M) - Based in SF or a strong local market

@suchenzang 10 mil in prepaid tokens times 12 is 120 mil arr

everybody racing to IPO before anyone shows how all the recurring revenue might end up not recurring

when something smells weird its probably fucking weird

@khushkhushkhush frontier intelligence

the personal finance product openai launched is actually one of the worst personal finance tools i’ve ever used in my entire life. borderline hazardous for people with low financial literacy to be using i had chatgpt tell me everything it messed up:

@haridigresses hoenstly pretty defensible against AGI

In case you're wondering, this is the stage of the market we're at.

FROM WHO!!!!!!! I NEED TO SEE THE REVENUE COMPOSITION!!!!!!!!!

@JayaGup10 wasnt Netsuites implementation army a meme about...3 months ago?

Google enters the FDE race

wasnt Netsuites implementation army a meme about...3 months ago?

Crazy bc this is obviously dumb and just for public market positioning But the public’s are smart. You’d think they’d assign negative value to nonsense like this

@atelicinvest i think there are probably 30-40 people in the world right now that have any lens into the truth which is fucking wild

@adhoc97 I actually don't know at this pt

One day, we will find out exactly what happened here