Kapil Israni

And companies won’t pay for or tolerate the former. Finding & retaining the latter won’t be easy, those side projects have a better chance of maturing now. Soon companies may realize this WFA (anywhere) is not a good idea.

The U.S. Marine Corps says the pilot of an F-35B stealth fighter is expected to live after ejecting from the jet before it crashed in California. The jet went down Friday near the Miramar air base in San Diego

Sequoia's thesis: the next $1T company sells work🏗️, not software Sell a copilot and you compete with every model release. Sell the outcome, books closed, contracts reviewed, claims handled, and every AI improvement widens your margin instead of threatening your product. The insight most people miss: for every $1 spent on software, roughly $6 goes to services. SaaS chased the software dollar. AI chases the services dollar at software margins. Not AI for accountants. The AI accounting firm. Not AI for lawyers. The AI law firm The winners will look like services firms rebuilt on software infrastructure, and most founders are still building copilots. Which dollar are you chasing?

I have now learned that <10% of humans perform better working from home. 10-20% are as good working from home 75-80%+ perform better at the office 90% of founders/managers are better at leading in-office — 10% are capable of managing primarily remote teams What’s your first-hand experience?

Don’t sell anything you wouldn’t want your children to buy.

Here is what all these sideline commentators don’t understand: THERE IS NO PRICE DUMPING IN OPEN SOURCE AI China can price dump in manufacturing. Why? Because we destroyed our means of equivalent production and so can’t do the same. But manufacturing is not AI. China CANNOT price dump in open source AI. Why? Because everything in open source, by definition, is public domain and available to everyone at no cost. The most important thing that this means is that we can do the same thing as China as long as we have the will and the people to do it. And we have both. - America is still the leader in frontier AI. - America has the smartest developers. - America has the most creative engineers. - America has the leading silicon. - America has the most advanced clouds. The biggest risk in America is we are short electricity and China has a surplus of it. So if they can somewhat catch up in some of the other areas above, they could beat us. But as of right now, we are leading. There is no price dumping. We also want the price of intelligence tokens to go to zero. So let’s get on with it and finish this on the field. But don’t fall for a stupid analogy.

Gavin Baker: "I owned 15% of Nvidia and 10% of Tesla when they were sub-$2 billion, but SpaceX - there's a chance it's the most important company of all time" this is him explaining what Elon sees that Wall Street doesn't - and why SpaceX could become "the British East India Company" his words: "you look at Elon and Anthropic relationship four months ago - and then as the opportunity unfolded, it made sense for them to partner. everyone has a price" "a company like this comes once in your career - thank God I took it, because plenty of people didn't" "over 10,000 SpaceX employees bought on the IPO - if you wanted to sell, you could have sold every six months for the last 10 years - the supply-demand dynamics are going to be very interesting" bookmark & watch today ↓

i want the US to win in AI both in open source and proprietary models, and i am glad to see this

Chamath just said the quiet part out loud, and explained why all the value from the trillions of capex will sit at the application and infrastructure layers The model layer, led by Anthropic and OpenAI, is now getting commoditized faster than ever before Open source has caught up, and there is no sustainable moat anymore. The real businesses are all being built below and above Worth giving this a listen