Sam Rosen

Spot on — government’s real bottleneck isn’t the work, it’s the endless permissions theater. Routine cases get treated like national emergencies. “Plaid for secrets” is brilliant. If ConductorAI can deliver that 7x speedup while keeping humans on the hard calls, this is some of the highest-leverage work happening in DC right now. The era of “move slow and make everyone wait” needs to die. America should accelerate, not brake. (If you care about fixing how government actually works, check them out.)

@ArtParmann They’re capped on number of gaming tables they can run by the gaming commission sadly

73 people waiting for a $1/3 game is wild. Add some tables Rivers!

@WolverineCorner Hard to imagine a lot of guys helping to recruit someone who’s gonna start over them

Thank you Roddy Gayle

@mcuban What about weighting revenue sharing in a way that penalizes teams at the bottom?

The real question is - what options are available to build a winning team that has a chance to win a championship ? The issue isn’t draft odds. In today’s system the worst 3 records have about an 86 pct chance of not getting the top pick. Then you have to multiple that by the odds that any given draft has at least one generational player. 1984, 2003 don’t come around very often. A team can do all it can to have the worst record and if the draft is awful, they did nothing to impact their chances of turning around their team. Every team knows this. Where teams get the most optionally with rebuilds is from collecting draft picks. Once you realize the team you built isn’t good enough or your best players don’t want to stay , you trade your best players. ( see OKC/clippers Celtics/ Nets, and others attempting it the last couple years ) Once you have some picks and no great players, the best way to collect draft picks these days is to stay below the cap. The best way to stay below the cap is to sign players that are very inexpensive or are on over paid short term contracts with non guaranteed elements to make them more trade-able and to allow you to reach the required salary floor. Those contracts are more trade-able to collect bad last year contracts that come with attached picks. And of course retaining cap room. Look at the teams that started the season with the most cap room. Those that created the most cap room during the season. And those that are chasing the top pick. If they didn’t already trade the pick, they match pretty closely. That’s all because of the economics of the nba. A good player on a rookie contract is the most valuable asset in the nba. A franchise player on a rookie deal is the holy grail. But getting a great player on a rookie contract is as much luck as science. You need as many draft picks as you can get in hopes that more than one clicks, and while they are on a rookie contract, you have cap room or trading resources to add the player(s) you need. Bottom line, accumulating draft picks is the best path to building a contender. Staying bad is less about winning the lottery than it is about doing all you can to accumulate those picks. Some ideas 1. Stop allowing teams to accumulate 1sts or trade so many 1sts. 2. Don’t allow players released after the trade deadline, that make more than the MLE , to be picked up and play in the playoffs ( keeps better last year players on worse teams ). 3. Only allow teams to use cap room 2 years in a row. Forces teams to try to get better sooner. 4. Allow old CBA trade rules to apply to MLE or more contracts signed under the old CBA. These will require the players to approve. So probably difficult to make happen. And finally. The one exception that proves these rules ? Dumb ass trades. If you can get another team to be stupid, none of the above matters. But you can’t count on them. Trading down to get Dirk doesn’t happen often !

@MorningShow0099 This is made up there’s nowhere near enough market liquidity to put $125k down

More insider money continues to come in on Billy Donovan to UNC. He was in Chapel Hill on Sunday. The Heels will likely finalize once the NBA season concludes. Well played by Tommy Lloyd and his team using them as leverage for a new contract.

@EvRoFlow The market doesn’t have anywhere near this much depth stop making shit up

A large Kalshi account put $125k on Billy Donovan taking the UNC job

1) If there’s going to be so much pricing pressure on categories like this, how will it make economic sense for agencies to make the requisite investments in S&M to capture share? 2) $220k/yr is a tiny expense for a 1K employee company. Does it really make sense for them to bear the risk of working with a small agency that might not still exist in 3-5 years to save an 10-20% of that contract value?

This is a great report on the state of software and AI by @Redpoint - thank you, @loganbartlett! Where I disagree is the build vs. buy slide: 1) I'm not sure if it takes ~12 engineers to build/maintain a Slack clone for 1 customer. As AI keeps getting better at not only code gen but all software engineering tasks I think you'll be able to do it with a smaller team. Doesn't mean you should spend engineering time on it because I expect... 2) ... there will be agencies who specialize in this kind of work (e.g. build a Slack clone and sell customized versions of it). 3) ... there will be lots of cheap, (more or less) good enough Slack clones 4) ... there will be AI-native startups that rethink the category. All of these factors, I think, will contribute to pricing pressure for Slack and other traditional SaaS companies ... which they will only be able to defend against if they get a share of the agentic revenue enabled by their products.

@bksun @jacobeffron @ilyaf @gradypb @chetanp 78% of head to heads seems pretty good… might have buried the lead here

@jacobeffron @ilyaf @gradypb @chetanp — we built this report for VCs who want data, not headlines. Link in bio. 3/3

$16.5B in combined valuations for a $2-4B market? @Harvey_AI and @WeAreLegora are valued for TAM expansion that neither has started. The bull case: "It's not legal tech, it's legal services." That's a $1T reframe — and a totally different business. 1/3

Absolutely world class company. Could not be more excited to be doubling down!

Excited to announce our latest funding round at an $11B valuation led by GIC and @sequoia with participation from @a16z, @coatuemgmt, @conviction, @eladgil, @EvanticCapital, and @kleinerperkins. Thank you to our customers, team, investors, and everyone else who has helped along the way.

Today we announced our latest raise co-led by GIC and @sequoia and including return investors @kleinerperkins @a16z @eladgil @saranormous @EvanticCapital and @coatuemgmt. We are building the operating system for legal and trusted by 1300+ customers in 60 countries. Big things ahead for @harvey.

The best legal teams aren't using AI to replace lawyers’ time. They're using AI to reclaim it for judgment, strategy, and collaboration. AI agents run the workflows. Lawyers drive the outcomes. Harvey is the platform where both happen. Today we announced new funding led by GIC and Sequoia to scale the agents our customers run on Harvey and expand the legal engineering teams that help them turn expertise into systems. Read more: harvey.ai/blog/harvey-ra…

Congrats @gmharhar @dwightchurchill!! Can’t wait to see what’s coming next…. @pranavsinghvi @__kvm great to be working together again!

@nickkokonas Bummer - will try to make it up st Helena some time but a lot harder!

@samrosentweets that won't happen... too close to what we are doing here.

We are excited to announce Elsewhere Wine Bar & Lounge that will be opening later this year in St. Helena, Napa Valley. archive.is/hvgy3 I'm thrilled to be partnering with chef Elliot Bell (owner of Charlies) who does refined casual food as well as anyone in the country

@typesfast UPS works just as well as flexport too I mean I haven’t actually shipped anything ever but that’s what I heard

Claude for legal works seems to work just well as Harvey btw

@loganbartlett @dee_bosa Surely they can eat workflow application software?

@dee_bosa deirdre my family has to eat. please delete this

ok WOW. Woke up this morning and said, for fun, lets try to recreate monday. com w Claude cowork. it wont work or anything, but we can just show our audience that its plausible. 1 hour later... I literally have my own monday. com that's plugged into my calendar & gmail and surfaced a kids bday that was not anywhere on my radar and I need to get a gift for. Can imagine next step being: order gift and have it delivered by Sunday. 2026 is WILD.

Excited to share that @DecagonAI has raised a Series D, tripling our valuation to $4.5B in less than six months! Our funding is a testament to how a fundamentally different approach to product can win vs the incumbent strategies. From the beginning, our focus has been to empower every company to deliver concierge customer experiences. If you’re a customer of something, support should feel personal and proactive. It should feel like the company knows you and can actually help at any time. That’s the standard we’re setting. decagon.ai/resources/seri…

@thejessezhang @DecagonAI Congrats Jesse!