CJ Sun

@wander @SVMansuri Congrats! 👏

We’re excited to welcome @SVMansuri as President & COO @Wander. From day one, he’s brought a level of clarity, execution and leadership that’s already shaping how and what we build. We’ve never been more confident in our vision to build the infrastructure to experience the world.

Solving physical real world problems. It’s amazing to see Waymo and Waze team up to tackle something as universal as potholes. This is a prime example of how AI can have a tangible, everyday impact on our cities.

Shopify just mass-democratized something most people won't register for another 6 months. $378 billion in GMV. 5.6 million stores. And they just gave every AI coding agent direct write access to the entire store backend: products, orders, inventory, SEO, images. That screenshot is a solo merchant typing "Optimize all my products for SEO" and Claude updating 32 product listings, rewriting alt text, applying meta descriptions, and verifying every change. One prompt. No Fiverr freelancer. No $200/month app subscription. No agency retainer. The old cost stack for a small Shopify store: $200-500/month in apps, $2,000+ for an SEO audit, $50/hour for a VA. That just collapsed into a terminal command. 4.8 million active merchants. Most run 10-200 SKUs and manage everything by clicking through the admin one product at a time. Claude Code plus MCP just gave every solo founder the operational capacity of a five-person team. And Shopify isn't building the agent. They're building the protocol that makes every agent a Shopify agent. That's the platform play.

Q1 2026 was the largest quarter for venture investment ever recorded. More charts: a16z.news/p/charts-of-th…

Too Compelling Not to Comment. $AMZN $300 Citron has followed $AMZN for 25 years. Today is the game changer where the ridiculous discount to $WMT multiple should close. For 4 years the market rewarded $WMT for stability and punished $AMZN for capex. Walmart looked like the adult in the room. Today, Jassy just showed you what that capex built….F$&@ ME! The most serious threat to NVIDIA's semiconductor dominance ever created. Amazon. $50 billion standalone revenue run rate. Triple digit growth. Trainium4 not even shipping and already sold out. Two customers tried to buy ALL of Graviton capacity for 2026. Amazon said no! This is another trillion dollar company hidden inside $AMZN. This does not exist in a single sell side model. Not one. The market spent 4 years punishing Amazon for building this. Now it's built. And $WMT still trades at 45x earnings for 4% revenue growth while $AMZN sits at 26x forward. $WMT sells potato chips. 45x earnings. $AMZN sells AI chips. 26x forward earnings. (And they do sell a lot of potato chips.) The chips are sold out. The multiples have to flip. F$&@ $WMT. $AMZN. $300.aboutamazon.com/news/company-n…

This is big... Anthropic just announced a model so powerful they won't release it to the public out of fear over the damage it will cause 😨 Claude Mythos Preview found thousands of zero-day exploits in every major operating system and web browser... The numbers are hard to believe: > $50 to find a 27-year-old bug in OpenBSD, one of the most security-hardened operating systems ever built > Under $1,000 to find AND build a fully working remote code execution exploit on FreeBSD that grants unauthenticated root access from anywhere on the internet > Under $2,000 to chain together multiple Linux kernel vulnerabilities into a complete privilege escalation exploit For context: these are the kinds of findings that previously required elite security researchers working for weeks. Anthropic engineers with no formal security training asked Mythos to find exploits overnight. They woke up to working code the next morning. The results were so impressive Anthropic assembled Apple, Google, Microsoft, Amazon, NVIDIA, and seven other organizations into Project Glasswing: A $100M defensive coalition. They're not releasing this model publicly. Instead, they're racing to patch the world's infrastructure before models like this proliferate.

@minafahmi Stream

The mouse for voice Comment 'Stream' if you'd like to join the beta!

Our run-rate revenue has surpassed $30 billion, up from $9 billion at the end of 2025, as demand for Claude continues to accelerate. This partnership gives us the compute to keep pace. Read more: anthropic.com/news/google-br…

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This is Amaury Guichon and he made this entire Easter basket out of chocolate. I've never seen anything like this before. It's mesmerizing!! 🐇

Yeah hi, beekeeper here! If you see this, fucking run. Record less and run more.

7/10 speed 12/10 style

Life is about constantly trying and making mistakes 😊

🙂

😂

OpenAI acquired TBPN for $100M+ but most people are drawing the wrong conclusions. OpenAI doesn’t care about TBPN as a business or a show. They immediately shut down all ads and they are going to leave full editorial independence to John and Jordi. That is a big win for TBPN and the team, but more importantly it is the signal for what OpenAI was actually after. They wanted to acquire @johncoogan, @jordihays, @DylanAbruscato and the team. These guys are some of the smartest, most experienced marketers on the internet right now. They understand how to win the vibe war, while making everyone love them. Luxury positioning with down-to-earth approachability. Those who have never built a media company won’t understand how difficult it is to pull this off. But John, Jordi, Dylan and others executed this strategy perfectly. And this is what OpenAI has to replicate. They need users to pay for the high compute costs, yet they need to make AI less scary and threatening. So OpenAI is not buying a show. They are not paying a multiple on revenue. And they definitely are not planning to use TBPN to run some psyop campaign. OpenAI just pulled off one of the best talent acquisitions in a long time. They figured out how to hire generational talent to beef up their marketing and comms efforts. The money was merely the price it would take for the team to give up their neutral position in the ecosystem and point their talent behind a single company. OpenAI wanted the people. TBPN was just the vessel to effectuate the transaction. And the money was the market clearing price to pull off a blockbuster trade for first round draft pick talent. Congratulations to each of them. They are true trailblazers who understand their market value and they exploited it to the tune of $100M+ Not bad for a few guys in a warehouse with a couple of cameras :)

🚨 UNITED PASSENGER CATCHES INSANE NASA ROCKET LAUNCH FROM PLANE WINDOW — FLIGHT ATTENDANT LOSES IT MID-AIR A United flight just turned into a front-row seat to history. A woman captures the exact moment NASA’s Artemis II rocket launches… straight from her window at 30,000 feet. And then you hear the flight attendant: “15 years of flying… I’ve been praying to see something like this.” • Rocket blasting through the clouds • Crew calling it a “once in a lifetime” moment He said he flew to Florida multiple times just to see a launch… Canceled. Every time. And then this happens midair. What are the chances you randomly look out your window… and see history taking off?

TWO. TRILLION. 👀🚀 A SpaceX IPO @ $2T valuation with $75B raised (as reported) makes the implied public float EXTREMELY low, ~3.75% of total shares. For context, that’s far below typical IPO floats, which are often 15-25%. Low floats in high-demand IPOs act as massive accelerant for upside volatility… limited supply meets overwhelming buying pressure from institutions, retail, and excitement around Elon Musk / SpaceX / xAI. I think we can anticipate a >30% upside move on IPO day.

下次给小朋友就这么切橙子~