chimala

What the Internet May Be Telling Us About Where AI Is Going linkedin.com/pulse/what-int… via @LinkedIn

It’s Paramount that we all see this BS for what it is. Goodbye @scolbert. @StephenAtHome @colbertlateshow @jimmykimmel @jimmyfallon @jonstewart

💯AGREE. The other terms I use for stewardship is 'owner mentality' or even better a 'mother's instinct'. There's clearly a message for startup founders here. Find teammates that have that maternal instinct for the (startup) baby. Or to paraphrase @alexandr_wang 'hire teammates who give a sh*t'.

I went to BJ's Restaurant last night with my kids. The bathroom was disgusting. The front of house was kind but sloppy and slow. The food upset my stomach and I woke up at 4am this morning because of it. Whoever BJ is, they probably aren't a real person, because everyone acted like nobody's name is on the door. I studied the management history of BJ's. The original founders left after the seventh location. Then it was sold to their accountants. Then it went public. Then the CEO resigned last year after 19 years and was replaced by an interim board member from Darden Restaurants, who was then replaced by a "Chief Concept Officer" promoted to CEO. The CFO also quit. Roaches behind the takeout counter in Coral Springs. Rodent droppings and mold in the ice machine in Pembroke Pines. An "F" retention score on Comparably. Glassdoor reviews that say "management turnover is high... that should say quite a bit about the company culture." Seven layers of management between the person cooking your food and anyone who owns the outcome. General manager reports to area director reports to regional director reports to regional VP reports to SVP of Operations reports to the COO (who started in January) reports to the CEO (who started last year). 218 locations. Founders long gone. Managers rotate every 18 months. The kitchen is run by compliance checklists, not pride. A dirty bathroom is nobody's personal failure because it's nobody's personal restaurant. This is the stewardship crisis in America in one building. In Chinese restaurants, the 老板 (laoban) is there. He tastes the food. He watches the kitchen. His family's reputation is the business. The restaurant is clean not because of health inspectors but because his name is on it. Haidilao built a $30B hot pot chain with less than 10% employee turnover. Servers can give you free dishes without asking a manager. Why? Because they're treated like stewards, not interchangeable parts. The West replaced stewardship with professional management. MBAs who optimize spreadsheets for people they've never met. CEOs who've never touched the product they sell. Politicians who sign the bills and spend the people's money but never checked the money built anything that helped the people they claimed to care about. Founder mode isn't new. It's the oldest idea in Chinese business culture. We just forgot it. The best founders I fund at YC are natural stewards. They own the outcome. They're in the kitchen tasting the food. They care about the bathroom. Most of society's problems are a stewardship crisis. Not a lack of resources or technology or intelligence. A lack of people who give a shit because their name is on it.

@chamath Frankly, OpenAI may become the Netscape of the AI era much before that.

Anthropic needs to solve the computer/power problem or they will be the Friendster of the AI era. I just ran a semi-complicated stock screening prompt on all four major AIs: Grok, Gemini, ChatGPT and Claude. The first three returned comparable results. Claude refused to do the work. Not the way to win guys…

@Jason Why not Lyft? Cheaper and better. And no food delivery baggage.

Uber is going to be bought by Google/Waymo, Amazon or Tesla/SpaceX in the next year. For a “buy it now” price of $250b, one of those three companies gets a $12b a year free cash flow machine with $70b in revenue — and hundreds of millions of global customers This is the most obvious M&A deal since Instagram, Android and YouTube transformed Meta and Google Discuss

@nejatian @HamedBarkh Understanding AI is a broad term. What I'd like to see is your vision of how AI can benefit Opendoor's customers, how it can serve them beyond a one off transaction and retain them for (hopefully) life and how you see it helping Opendoor disrupt the industry.

@HamedBarkh Would love feedback. Why do you think I don’t understand AI?

Opendoor clearly doesn't have a mature understanding of AI which is super cringe but I believe the team will get the marketplace business right. Again, before anyone calls me a hater, a non trivial portion of my net worth is invested so I wish them the best🫡

@rameshsrivats Our forefathers designed this as a subtle push to ensure everyone learns basic math—because without addition and subtraction, you’re left with division.

Boys and girls, what did the Tamil Nadu chaos teach you? 1. Democracy is never about the voters. It's always about the leaders. 2. The voters role is just to create the initial game conditions. After that, they have no say. 3. Once elections are over, absolutely no one cares about administration or welfare. It's just power and ego. 4. The role of governor is exactly what the British envisioned. A local enforcer of central interests. 5. We, as a country, will win, not because of politicians, but in spite of politicians.

@sabeer There is no news these days. Only ** BREAKING NEWS **

News in India is no longer “news.” It has become drama, sensationalism, theater, manipulation and sometimes even psychological violence. Just watch channels like Republic TV or ABP News and you’ll understand why outrage gets higher TRPs than truth.

@jimmykimmel Now anyone can Kash out 😂 (DM for prompt)

@colbertlateshow Now anyone can Kash out 😂 (DM for prompt)

@michaeljburry @colin_gladman Here's a better idea. Spirit Airlines can acquire GameStop.

$GME and $EBAY. Makes perfect sense.

@amitisinvesting I think the journalist may have misheard. GameStop maybe thinking of listing the company on eBay 😂

BREAKING: Gamestop is looking to buy Ebay, as per the WSJ. Gamestop is currently worth $11B. Ebay is worth $46B. Ryan Cohen has diluted in the past to raise cash, but this would need some strategic financing. Do you think this makes sense?

@amitisinvesting Finally, we're seeing some auction

@AwesomeNewsom But be careful. Be very careful. This may make @chamath send any remaining money to you. Then the state may have to send him food stamps. That's our money.

WHEN AMERICA ASKED ME TO BE THE FACE OF SOCIAL SECURITY, I ACCEPTED. NO ONE IS MORE SOCIAL OR SECURE THAN ME. UNLIKE DONNY WHO'S THE FACE OF SOCIAL INSECURITY: HANDS, WEIGHT, HAIR, MANHOOD, CROWD SIZE, ME. THIS IS DONALD'S FIRST CARD SINCE HE'S NEVER WORKED A DAY IN HIS LIFE. TO SCARE HIM, I'M ADDING HIM ON IT. (PEOPLE ARE BEGGING ME TO TAKE HIM OFF. IT'S CAUSING NIGHTMARES, MIGRAINES, DIARRHEA.) JUST FOCUS ON THE HANDSOME MAN IN THE MIDDLE, NOT THE ELF IN THE CORNER. TO EVERY WORKING AMERICAN, ENJOY THE CARD! YOU'VE EARNED IT! --GOVERNOR GCN

@chamath California might want to invest in sarcasm education—there seems to be a surprising literacy gap, even among billionaires. @GavinNewsom

Wow. Awesome. Thanks. Please also raise my taxes and destroy my children’s education more than you already have so my family and I can stay impoverished, uneducated and in your indentured servitude while we carry your branding on us.

I think mental health checks for agents — or more broadly, agent wellness and stability monitoring — will become a real category. As agents become more autonomous and long-running, we’ll need ways to detect stress, drift, instability, and unsafe behavior before they cascade. @apoorva_mehta

@apoorva_mehta Just as SEO became a core skill for the web, LTO — Language Token Optimization — will become an in-demand skill in the AI era. Since every LLM has different strengths, constraints, and context limits, there will be growing demand for model-specific optimization strategies and products.

@paulg @wholemars Once @elonmusk takes over $JOBY, having FSD on my own personal Joby is going to be incredible. Can’t wait. 🚀

Whoah, self-driving cars compete with airlines. I never considered that till now.

I’d frame it a bit differently. Category 1: SaaS that humans interact with directly—AI-powered or not. Category 2: SaaS that agents interact with on your behalf—where the end user doesn’t care what’s underneath. The real dividing line isn’t function, it’s interface. And that shift is what drives the move from a user-based world to a usage-based one. The SaaS that becomes agent-compatible is the SaaS that survives—and likely thrives.

I would have expected the market to start discerning between SaaS that is impacted by AI, SaaS that needs to evolve, and SaaS that benefits from AI. Analytical SaaS, Creative SaaS is in category 1, System or Record, Human workflow and Engagement and Productivity are in category 2 and Infrastructure SaaS and Cybersecurity are in 3. This constant paranoid reaction of the market will continue to create buying opportunities for the discerning.

@TurnerNovak Would you be willing to put that in writing and sign your name on it?

Fun fact: At 2.1 million employees, Docusign is the largest employer in the United States.