coolkitty

@bihanmahadewa They have always dominated the consumer market. Allbirds was a great story but they didn’t survive or thrive, so I wouldn’t include them in the list of great consumer brands from the West Coast.

hot take: nyc founders will dominate consumer over next 5 years.

@tekbog Precisely. They wake up and just fire people.

meta just has infinite layoffs

@TheStalwart They signed a partnership with CATL ahead of the Trump Xi summit so got a good tailwind. Most of the auto stocks are so beaten up after tariffs and now astronomical rates of diesel, that any small positive news is causing such crazy single stock movements.

We're at the stage of the cycle where Ford is now an AI play (somehow)

@Hedgeye Back to worrying about Japan

BREAKING🇯🇵: Japan’s 30-year yield surges above 3.9% for the first time in history

@Polymarket Autos are in such a bad reckoning- first the tariffs and then diesel gets astronomically expensive. Demand destruction at its finest.

JUST IN: Honda reports its first annual loss since 1957.

@shafu0x The title sounds quite autistic ( nothing wrong about being one)

forward deployed engineer just means the guy is not fucking autistic

@Polymarket They wake up and fire people. No model launch, no reducing capex spend. Just wake up and fire people.

JUST IN: Meta employee morale is reportedly at “historic lows”

Never stop selling

@markgurman @business Ooh this breakup is going to be bad for OpenAI

BREAKING: Apple and OpenAI’s once-blockbuster relationship over ChatGPT integration in iOS has become strained and the AI startup is now preparing possible legal action against Apple, believing their deal has flopped. bloomberg.com/news/articles/…

The only asset worth more than Nvidia? Gold.

The beginning of the greatest era in history.

@KatieMiller Also, you can expect this from the @newyorkytimes

Oh Xi definitely needs a deal. Their domestic economy hasn’t show signs of consistent strength, and as the demand destruction hits globally, their export driven economy will further get impacted. They need this as much as the US. It’s just a function of leverage and what issues get discussed.

Why is US legacy media against the United States? The New York Times openly pushes for our failure in Beijing. Shameful.

@cmsinvests Partnership with CATL ahead of the Trump Xi summit

Can someone explain to me why $FORD is up 15% today? Did they accidentally announce a truck that doesn’t depreciate 40% after leaving the dealership?

@whatRanjuSaid Total Top Gun Maverick stuff

How Jensen travelled to China

@MaxForAI He is capturing it like an excited millennial on vacation

现在我知道为什么爱泼斯坦不带马斯克上岛了

@AdvaitJoglekar @Keshav_Lohiaaa My bad, same as Elon, donated money to OpenAI.

@ragebaitkitty @Keshav_Lohiaaa They weren't investers, they donated money to the non-profit.

Never thought I’d see this day… an Indian IT major leading round of India’s top foundational model startup. Imagine the upheaval if Accenture led Anthropic’s major funding round. I don’t know what this signals about how Indian VCs think about sarvam

@mattepstein Yes there’s nothing stopping Claude to compete with both Harvey and Legora while being its infrastructure partner

And claude kills 9 billion dollar startup Harvey If your not building real infrastructure your next

@milesgr_ Very well said

30 partners already passed on the same deck and the founder is still asking for warm intros. intro 31 isn't going to read it any differently than intro 30 did. "we just need more intros" gets thrown around like a fundraising strategy. it isn't. it's what you say when you don't want to look at why the first 30 didn't bite. the work nobody wants to do at month 4 of a stalled raise is rewriting the pitch. asking for another intro feels productive and costs nothing. rewriting the pitch is the work that actually moves the round, and it's the work most founders avoid until month 6.