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David Samuel
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David Samuel
@dsamuel
serial entrepreneur: co-founder of https://t.co/G1a4HoHpHS, Spinner, Crackle, Brondell. & 6 kids.
Bay Area, CA Katılım Kasım 2008
821 Takip Edilen7.2K Takipçiler
@MilkRoad Don’t die stupidly over the next decade … because @brian_armstrong is correct.
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the next status signal is having lots of kids.
people with 4 or more kids are very high status. even 3 kids in SF and NYC is high status.
it is very conspicuous consumption: hard to know that you fly private but easy to know that you have 5 kids.
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The most important thing nobody is saying clearly enough:
AI isn't disrupting entry-level jobs. It's removing the rung entirely.
Junior analyst. Associate attorney. First-year engineer. These roles were never just paychecks — they were the on-ramp. How you learned. How you proved yourself. How you built a career.
The ladder still exists. The bottom step doesn't.
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@Jason Simple but powerful framework. Every startup pitch should start here. If you can't clearly explain how you save or make someone money, you don't have a business — you have a hobby.
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@kevinrose The fact that people are hitting usage limits on Claude is the strongest signal of product-market fit. When your users are frustrated they can't use MORE of your product, you're doing something right.
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well, I just maxed out my claude max plan -- can't use it again until Tuesday, what does one do?
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@marcrandolph Coming from the co-founder of Netflix, this hits different. You literally bet on streaming when everyone was mailing DVDs. The companies that win are the ones comfortable being uncomfortable with where they're headed.
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The future doesn’t care about the past.
If you want your company to succeed, you have to have the confidence to take a bet on its future, and to take a bet on your own.
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@TheGeorgePu This is what founder mentality looks like at its most extreme. When the system gives up on you, you build a new system. Open-sourcing 25TB of medical records so others can benefit is next-level selflessness. Incredible story.
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GitLab's founder was told he has bone cancer.
No trials would take him. Doctors signed off.
So he went founder mode on his own survival.
- Built his own treatments
- Used AI to analyze his own tumor data
- Open-sourced 25TB of his medical records for any researcher on earth
Relapse-free since 2025.
The system said he was out of options.
He made his own.
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A CEO from one of our portfolio companies shared this with their team. I’m re-sharing it with their permission, because it resonated and reflects what all founders and CEOs should be communicating.
--
We are living through a period of compounding change. And in moments like this, the biggest risk is no longer making the wrong decision. It is moving too slowly while the world moves around you.
There are two paths. We can play defense:
- Protect what we have
- Optimize what works
- Wait for clarity
It feels safe. It isn’t.
Or we can play offense:
- Learn faster than the environment changes
- Use new tools to solve old problems in better ways
- And create entirely new strategies and businesses
That’s where the opportunity is.
Challenge yourself to do things faster and better than you have ever attempted. Stay uncomfortable. Stay on the front foot.
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@loganbartlett The most important point in the @Redpoint update:
Agents are still early.
If that’s true, then the real disruption to knowledge work is also still early.
What most people think is the shock may just be the preview.
@OpenAI @AnthropicAI @loganbartlett
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A 10x economy sounds amazing on paper.
But abundance at the system level does not mean safety at the human level.
The future may get extraordinarily bright.
But before that, for a lot of people, it gets very dark.
x.com/dsamuel/status…
logan bartlett@loganbartlett
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I believe we will see more startups launch this year than ever before. In parallel: we will see more startup deaths this year than ever before.
GREG ISENBERG@gregisenberg
The marginal cost of creating a company is approaching zero. And when the cost of creating something approaches zero, the number of things created approaches infinity. That's just math. We're about to see an explosion of new companies over the next 10 years.
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I fully agree with this. My forecast is by 2040 (just 14 years!) : human driving on many highways will be illegal.
Dave Blundin@DaveBlundin
A major paradigm shift will be how we think about driving. Today most Americans spend hours a day driving their cars but in the not so distant future I think it will be completely illegal to drive. AI self-driving will be so conclusively safer parents will never allow their kids and family members to drive or trust others to drive on the road around them.
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@elonmusk I use Grok image Daily! And it does keep getting better …
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@SawyerMerritt It’s Crazy that no other airline wanted this super power. I’m sure they are all racing. I just hope United can get starlink installed asap on all of their fleet.
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Starlink in flight Wi-Fi review:
"I just tried Starlink Wi-Fi on United — and I can't believe they're not charging for this. This is a game changer. The experience itself was surprisingly seamless. Once I logged in on my phone, I used a QR code to connect my laptop instantly, because yes you can connect unlimited devices. I even uploaded a 40-second TikTok, something I’ve never attempted mid-flight because it usually requires leaving the app open and hoping it doesn’t fail. With Starlink, it took about five minutes and worked on the first try. I can guarantee I’ll notice the difference the next time I fly without Wi-Fi like I experienced on this flight."
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@teslaownersSV I still don’t understand how RoboTaxi handles confusing edge cases (the vehicle gets stuck in the mud or confused with a drive through at McDonalds). How will Tesla handle these cases?
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🚀 **Cathie Wood nails it:** Robotaxi is Elon Musk’s ultimate gift to patient $TSLA shareholders!
The autonomous taxi market is about to explode — scaling from ~$1B today to a staggering **$10 TRILLION** opportunity in just 5-10 years.
This could completely transform Tesla’s economics:
• Gross margins soaring from ~16% on today’s EVs to an incredible **80-90%** on Robotaxis
• Full vertical integration giving Tesla costs **50% lower** than Waymo by 2030
In a winner-take-most industry, long-term holders are positioned for massive rewards.
Buckle up — the future is autonomous. What’s your take on the Robotaxi timeline?
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@BullTheoryio The Big Boyz will continue to eat Software products & companies.
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BREAKING: Anthropic accidentally leaked its next AI model and it just wiped out $14.5 billion from cybersecurity stocks in a single day.
Claude Mythos was accidentally stored in a publicly accessible data cache and discovered before Anthropic could announce it.
The model showed dramatically higher scores on cybersecurity tests, meaning AI can now detect and respond to threats at a level that traditionally required entire teams of security professionals and expensive enterprise software.
Investors immediately started pricing in the question nobody in the industry wants to answer:
if an AI model can do this, why does anyone need CrowdStrike?
And the market answered immediately:
- CrowdStrike is down 5.85%, wiping out $5.5 billion.
- Palo Alto Networks is down 6.43%, wiping out $7.5 billion.
- Zscaler is down 5.89%, wiping out $1.35 billion.
- Tenable is down 9.70%, wiping out $185 million
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