Yuval Dvir

Google's distribution advantage

Distribution is your moat. Can’t stop thinking about this.

"If you are someone who is just starting a career, then AI is coming at multiple points. It will make people highly productive, but also will eliminate a large number of jobs." Dario Amodei, CEO of Anthropic

Naval Ravikant: "The future will be almost all startups."

Yann LeCun says the real AI risk isn’t extinction or killer robots, it’s power concentration. If AI becomes our main source of information, whoever controls it controls reality. That’s why he argues for open-source AI. A free future can’t be built on black boxes owned by a few. Open source is digital free speech.

Jensen Huang on the smartest person he's ever met;

$MSFT CEO Satya Nadella is effectively calling the end of software applications as the value layer. In an agentic world, apps become passive databases while AI agents hold the intelligence, make decisions & do the work Apps become commodities while agents become the business.

Airbnb CEO, Brian Chesky, on the most effective way to eliminate meetings: "The reason there's too many meetings in a company isn't because they don't have meeting-no-meeting Wednesdays. It's because they have too many people." He advocates for a small, elite workforce over bloated teams: "We want a small, lean, elite, highly skilled team, not a team of kind of mid-level battalion type people. And the reason why is every person brings a communication tax." He explains how mediocre hiring compounds into dysfunction: "The old saying: A players hire A players. B players hire C players. I would like to amend it: B players hire lots of C players. Because those are the kind of people that like building empires." And those C players can't do the work alone, so they hire more people, who go in different directions, creating even more meetings and admin tax. His solution at Airbnb was radical—eliminate management layers entirely: "I got rid of layers of management. I went back to functional. You can only manage the function if you're an expert. You don't manage people. You manage people through the work." He credits this philosophy to Jony Ive, who believed most design leaders get it backwards. Ive's approach was to focus on the work itself and build a team that designs together. Elite teams don't need elaborate management structures — they need leaders who manage through the work itself.

Joint Statement: Apple and Google have entered into a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google's Gemini models and cloud technology. These models will help power future Apple Intelligence features, including a more personalized Siri coming this year. After careful evaluation, Apple determined that Google's Al technology provides the most capable foundation for Apple Foundation Models and is excited about the innovative new experiences it will unlock for Apple users. Apple Intelligence will continue to run on Apple devices and Private Cloud Compute, while maintaining Apple's industry-leading privacy standards.