sal 🇺🇸

@brooklynbrunts @luhvvsosa This. This is the proof I needed. We are officially cooked.

@luhvvsosa @sal_javed

wasnt really scared about ai replacing me til i seen this shi

The planet can spell your name – literally. 🔤🌍 This Earth Day, see your name written in landscapes captured by Landsat: go.nasa.gov/4ak4Cdu

SpaceX ROFR on Cursor was not on my bingo card

sports fanhood creeping into corporate email signatures during the off-season? gimme a break

🚨 BREAKING: PAKISTAN & QATAR SEAL HISTORIC DEFENSE PACT 🚨 Pakistan and Qatar have reportedly finalized a landmark Strategic Defense Agreement. Pakistan will station its military forces at Qatari bases As part of the pact, Qatar has committed $2 billion in immediate financial support to stabilize Pakistan's economy. With this deal, Pakistan becomes the first Islamic nation to maintain active military presences in more than two countries (Qatar and Saudi Arabia) simultaneously. Facilitated by Saudi Arabia and Turkey, this alliance cements Pakistan's new role as the primary security guarantor for the Gulf.

@NotBalmain Blockade 2 blockade

Prospa b2b Josh Baker @ the strait of Hormuz !

Cursor raising at $50B at $2.7B run rate rev is a good deal, <20x EV/Rev

The SpaceX IPO will ignite a trillion-dollar space race. 𝗦𝗽𝗮𝗰𝗲 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 $RKLB Rocket Lab $SIDU Sidus Space $FLY Firefly Aerospace $RDW Redwire Space $LUNR Intuitive Machines $MDA MDA Space $VOYG Voyager Space $YSS York Space Systems $SPCE Virgin Galactic $FJET Starfighters Space 𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 $ASTS AST SpaceMobile $GSAT Globalstar $SATS EchoStar $IRDM Iridium Communications $ETL Eutelsat $TSAT Telesat $GILT Gilat Satellite Networks $VSAT Viasat 𝗦𝗽𝗮𝗰𝗲 𝗜𝗺𝗮𝗴𝗶𝗻𝗴 $PL Planet Labs $GSAT Globalstar $SATL Satellogic $BKSY BlackSky Technology $SPIR Spire Global 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘁𝘆 𝗠𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 $CRS Carpenter Technology $MTRN Materion $HXL Hexcel $ATI ATI $GLW Corning $PKE Park Aerospace 𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 & 𝗗𝗲𝗳𝗲𝗻𝘀𝗲 $RTX RTX Corporation $LMT Lockheed Martin $KTOS Kratos Defense & Security $VOYG Voyager Space $LHX L3Harris Technologies $NOC Northrop Grumman $BA Boeing $AIR Airbus $HO Thales 𝗦𝗽𝗮𝗰𝗲 𝗖𝗼𝗺𝗽𝗼𝗻𝗲𝗻𝘁𝘀 $TDY Teledyne Technologies $APH Amphenol $KRMN Karman Space $RBC RBC Bearings $PH Parker Hannifin $AME AMETEK $GHM Graham $HEI Heico $DCO Ducommun $ATRO Astronics $TDG TransDigm

@andruyeung @rhobusiness @PartenDrewL Have Sunday morning runs in Chinatown. I organize via a WhatsApp group. Tech / finance folks. DM if interested! Tied up on Thurs nights sadly

Who hoops in nyc? @rhobusiness team is hosting pickup bball, every Thursday at basketball city from April to June 6:30 - 8:00 pm 5v5. You have to play defense. Dm @PartenDrewL she will hook you up.

Mr President, on behalf of the people of Pakistan, Field Marshal Syed Asim Munir, and on my behalf, I express my deep and profound appreciation for your kind and gracious words. @realDonaldTrump

This will continue. Measuring the efficiency of this will become paramount

🇵🇰 🇺🇸 🤝

I finally get Jensen. 1) he sees the model companies as replaceable, if one dies, another one springs up, and especially as Chinese talent flows from US AI labs to China and back. 2) He sees Nvidia as currently irreplaceable BUT given market access Huawei will catch up 3) Export controls on Nvidia sets it up to lose eventually as Huawei uses its dominance in the second largest market to fund R&D 4) He sees the only place China has a commanding advantage is energy, which is why he’s pushing so hard for US energy expansion. Looked at this way, providing China access to Nvidia chips lets them instantly catch up on models, but slows down their development on chips. At that point it becomes a race to expand energy production as quickly as possible, while the US can maintain its upper hand in chips. Conversely, the Dwarkesh view is that America has already lost or will lose on energy production. Dwarkesh also believes that the models are essentially commodities (which is why export controls on chips are the pressure point). Dwarkesh also believes that allowing China the ability to build and run current generation models on Nvidia hardware may allow them to increase their speed of chip development to beat Nvidia. Jensen believes Nvidia will also use the same tools or better ones to improve itself so he can stay ahead. Essentially US AI dominance, in Jensen’s view is built on Nvidia’s chip dominance, not the AI model company innovations alone. Export controls give away that dominance.

Some early thoughts after building real apps by myself for the first time… We built an internal tool called Conveyor It’s an app builder, and internal App Store It is connected to all of our data, context, and external data APIs I’m completely and utterly useless as an engineer, but I’m good at knowing what I want a tool to do. I’d previously struggled to make useful programs with pure CLIs. Our wrapper made it easy for me. In the first 3 days of having this tool, I’ve built several fairly complicated applications, two of which I’ve used a ton for real work. I’ve only used a couple hundred million tokens so far. Some early feelings: 1) It’s obvious to my that my companies Positive Sum and Colossus will have fully bespoke operating systems, built in house. They will manage as much of our work as possible. This is already exploding for things like research and reporting. Every business will want this for themselves. Sure we won’t built our own slack, but we will built everything that pertains specifically to our shape as a firm, which is a lot. 2) x402 protocol (which enables AI agents and users to pay for API access and digital services instantly, without accounts or subscriptions) is immediately interesting to me. Many times I’ve wished I could just stream payments for individual data points. 3) right now each loop of prompt to output takes 5 to 15 minutes. As models and ASICs (@Etched !) make this faster, it’s going to be so much more fun. Even 5 minutes makes it hard to get in the flow. Can’t wait for seconds instead of minutes. 4) it’s so much easier to design things by starting with a shitty first draft of an app and seeing what’s wrong and iterating than nailing a full design ahead of time. When I had directed the design of software before this was always maddening and slow. 5) this has made me realize that my imagination had atrophied. Use it or lose it is real. Very quickly I’m finding it easier to have good ideas by building more stuff. I encourage everyone to do the same. So fun and rewarding. 6) We need more compute

Based

PRESS SEC on U.S.-Iran negotiations: The Pakistanis have been incredible mediators and we really appreciate their friendship and efforts to bring this deal to a close.  The President feels it's important to continue to streamline this communication through the Pakistanis.

Core Four

shout out 🇵🇰, i suppose