
Al Goldstein
1.6K posts

Al Goldstein
@goldstein2002
Lifelong entrepreneur, father and husband, Immigrant, co-founder and CEO @ Avant, Stoiclane, Forged in America podcast, https://t.co/9prLc1tPPY


I am surprised more VCs aren't talking about this. But, if you are a NYC founder with any type of liquidity event happening soon, consider relocating NOW! CC: @ethdaly @MaxwellAbram @ChanniGreenwall @SandroChess @Bfaviero @evanbfish @jackmmcclelland jdsupra.com/legalnews/new-…



Why am I against this war? As someone who's been EXTREMELY critical of the Iranian regime, so much so I was labeled 'zio' by many, I've always advocated AGAINST regime change through military means The reason is simple: In over 100 years, there's been ZERO successful regime change operations without boots on the ground And we're seeing this play out right now: The Iranian regime's grip on power has strengthened under bombardment, and they've become even more brutal in suppressing dissent If the U.S. conducted a very limited military operation to give Iranians the chance to bring down the regime, then maybe I would have been supportive (assuming the country does not descend into civil war) But seeing Iran get bombed daily, Israel and the region get attacked, U.S. troops die, and the global economy cater... this is not what I envisaged for 2026. I want the U.S. to win against China I want the regime to fall I want Iran to be a democracy I want Hezbollah's military arm gone I want Lebanon and Iran to normalize with Israel But a prolonged war with Iran is NOT the way to achieve any of these goals

Wow, Jensen Huang gave some really powerful point here. 🎯 "Let’s say you have a software engineer or AI researcher and you pay them $500,000 a year; At the end of the year, I’m going to ask that $500,000 engineer, "How much did you spend in tokens?" If that $500,000 engineer did not consume at least $250,000 worth of tokens, I am going to be deeply alarmed. This is no different than one of our chip designers saying, "Guess what? I'm just going to use paper and pencil; I don't think I'm going to need any CAD tools." ---- "the thought that "this is too hard" is gone. The thought that "this is going to take a long time" is gone. The thought that "we’re going to need a lot of people" is gone." --- Jason Calacanis (the host of the podcast) exaplains how Elite performance requires elite investment. LeBron James spends millions on his physical maintenance to stay at the top of his game; modern knowledge workers must "spend" heavily on AI tokens to maintain a "superhuman" level of productivity and professional longevity. --- From @theallinpod YT channel (link in comment)









🇮🇷 Iran war just flipped to energy warfare: Report day 19 Israel bombed Iran's massive South Pars gas field (world's largest, shared with Qatar). Iran hit back hard:missiles slamming Qatar's Ras Laffan LNG hub and other Gulf energy sites. Oil blasting past $110. Global gas chaos incoming. Why this matters: This isn't proxy games anymore. They're torching the arteries of world energy. Your gas bill, food prices, everything spikes when the lights flicker in the Gulf. Geopolitical shift: Tehran’s ditching "proportional" responses: going full escalation to drag everyone in. Israel pushing deeper strikes + leadership kills. Trump threatening to obliterate the whole field if Iran doesn't stop. U.S. ground ops whispers getting louder. Nuclear red lines blurring. Definitely this phase hits wallets worldwide. Source: HamidRezaAz


Most podcasts are BS because they are fluffy and lack substance. This is the densest, most insightful episode you will listen to this year. @gokulr breaks down the 8 defensible moats you need for your company to be successful in a world of AI. 1. Data (Proprietary and inaccessible) 2. Workflow (Deeply embedded operations) 3. Regulatory (Licenses and contracts) 4. Distribution (Exclusive proprietary channels) 5. Ecosystem (Third-party platform reliance) 6. Network (Marketplace liquidity density) 7. Physical (Infrastructure and atoms) 8. Scale (Low cost through volume) (Links below)



🚨 Do you understand what happened in the last 24 hours? > A Chinese lab made AI 25% cheaper and gave it away for free. OpenAI charges you $200/month for worse. > A robot got arrested in China. Not shut down.. Arrested... Catching charges before GTA 6 dropped. > JPMorgan told Meta to fire 20% of staff.. Meta did it that night.. The stock went UP but 14,000 people lost their jobs and Wall Street clapped. > Elon poached the engineers who built Cursor and said SpaceX will "far exceed" everyone in AI.. > xAI is paying Wall Street bankers to teach AI how to replace Wall Street bankers... They're taking the money. 💀 > Jensen said Nvidia will hit $1 TRILLION in revenue by 2027.. Lost $600B in January and recovered in two weeks.. Then named his price. > OpenAI gave AI agents the power to spawn OTHER AI agents.. The AI now hires its own employees. > Manus put a full AI agent on your desktop.. Every $15/month SaaS tool just became obsolete. > An AI CMO launched that replaces your entire marketing team for $99/month. Your social media manager, SEO guy, content writer - all of them for $99. > Nvidia launched DLSS 5 - AI that upgrades your game graphics in real time to worse And it's only Monday. See you tomorrow. It'll be worse.

My conversation with Marc Andreessen (@pmarca), co-founder of @a16z and Netscape. 0:00 Caffeine Heart Scare 0:56 Zero Introspection Mindset 3:24 Psychedelics and Founders 4:54 Motivation Beyond Happiness 7:18 Tech as Progress Engine 10:27 Founders Versus Managers 20:01 HP Intel Founder Legacy 21:32 Why Start the Firm 24:14 Venture Barbell Theory 28:57 JP Morgan Boutique Banking 30:02 Religion Split Wall Street 30:41 Barbell of Banking 31:42 Allen & Company Model 33:16 Planning the VC Firm 33:45 CAA Playbook Lessons 36:49 First Principles vs. Status Quo 39:03 Scaling Venture Capital 40:37 Private Equity and Mad Men 42:52 Valley Shifts to Full Stack 45:59 Meeting Jim Clark 48:53 Founder vs. Manager at SGI 54:20 Recruiting Dinner Story 56:58 Starting the Next Company 57:57 Nintendo Online Gamble 58:33 Building Mosaic Browser 59:45 NSFnet Commercial Ban 1:01:28 Eternal September Shift 1:03:11 Spam and Web Controversy 1:04:49 Mosaic Tech Support Flood 1:07:49 Netscape Business Model 1:09:05 Early Internet Skepticism 1:11:15 Moral Panic Pattern 1:13:08 Bicycle Face Story 1:14:48 Music Panic Examples 1:18:12 Lessons from Jim Clark 1:19:36 Clark Versus Barksdale 1:21:22 Tesla Versus Edison 1:23:00 Edison Digression Setup 1:23:13 AI Forecasting Myths 1:23:43 Edison Phonograph Lesson 1:25:11 Netscape Two Jims 1:29:11 Bottling Innovation 1:31:44 Elon Management Code 1:32:24 IBM Big Gray Cloud 1:37:12 Engineer First Truth 1:38:28 Bottlenecks and Speed 1:42:46 Milli Elon Metric 1:47:20 Starlink Side Project 1:49:10 Closing Includes paid partnerships.












