Alex Gurevich

Nuts or not nuts?

Apple's market cap grew from $350 billion to $4 trillion under Tim Cook. Legend.

All four astronauts of the Artemis II mission have been medically cleared as “green.”

@nexta_tv My kind of bar!

A bar for “news addicts” has opened in the U.S. In Washington, a venue called The Situation Room has launched, where visitors can track global events in real time. The project was created by the betting platform Polymarket. Inside, there are around 80 screens displaying news, markets, flight data, and more. The format is similar to a sports bar — but instead of games, it’s all about global events. The creators say the idea came from the habit of constantly scrolling through the news. For now, it’s a temporary project, but the format could be expanded.

@sumirmeghani Amen.

I grew up in West Bloomfield, ~2 miles from Temple Israel, 🙏 for everyone's safety. WB was super diverse with thriving Jewish, Chaldean, and other communities that lived together peacefully - would love to see this as a model for all of us!

Tesla will be #1 in more states over time

Oil prices are now up 93% in 2026.

Warren Buffett on leverage:

"If you're smart you don't need it and if you're dumb you shouldn't be using it."

“The stock market will collapse on Monday.” The stock market:

East Asia in particular highly exposed to disruption of oil exports in the Strait of Hormuz. FT pic.

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the software playbook used to be: lock users in, protect the workflow, build the moat. a day before blowout earnings, @zoink told us the opposite, don't be sacred about locking in users in the AI era. "Start anywhere, go everywhere." $FIG

Whatever it takes…

@tomwarren Best ad of 2026!

Anthropic just took a big swipe at OpenAI's decision to put ads in ChatGPT. Anthropic is airing ads mocking ChatGPT ads during the Super Bowl, and they're hilarious 😅 Anthropic is also committing to no ads in Claude theverge.com/ai-artificial-…

@tbpn @levie I agree with @levie. I think the SaaS sell-off is over done.

Box CEO @levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."

Excellent @tbpn interview with @MattPRD. Super intriguing. Makes sense that AI agents could just keep posting, and perhaps that could attract long term attention from humans. Goes to show one must always be ready to go viral. Also, that’s one amazingly calm baby!

100/100 interest ranking on google for moltbook.com 🤯

Elon Musk has lauded the 'social media for AI agents' platform Moltbook as a bold step for AI. Others are skeptical cnbc.com/2026/02/02/soc…

Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI, and 4.8x more than Microsoft. And he worries this advantage will allow Google to run away with the AI race, with no one else being able to catch them. "For every one page that OpenAI sees, Google is seeing 3.2." "What I worry about is, because Google has this unique access to the web that nobody else has, the game might just go to them. Because at the end of the day, whoever has the most data wins in the era of AI."

@Reefmetax @V_Lady2024 Couldn’t have said it better. I am the dude in the back basically on any roller coaster.

@V_Lady2024 Pilot just on a relaxing Sunday flight while dude in the back is fighting for his life. 😂

I would give everything I have to experience this just one time!