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2.2K posts


This is the guy on a roofing crew who disappears after getting his paycheck at noon on a Friday.
Mac 🍃@ihymacc
Justin Bieber got aura you can’t lie
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@WallStreetMav Oh yeah the corny dude cosplaying as a poor person “living in an airstreamer” bc his expensive house got burned down in the rich town he was living in 🤡🤡. People can’t be that dumb and fall for this nonsense
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@spencerpratt Performative cringe af. He literally lived in pacific palisades, that’s a rich town for rich people, and his rich house got burned down with all the other rich people. He’s corny ass is only cosplaying as a poor person bc he is running for mayor. Clown 🤡
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What exactly is this physiognomy called? I feel like it didnt exist in our parents generation
GameStop@gamestop
She's back, and so are the classics.
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@micahstateson @sweatystartup It’s regresses. Don’t get excited.
I did it. Mouth tape is better.
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15 of the fastest-growing Series B–D startups hiring right now (SF/NYC)
Some of the best companies to join right now 👇
Series B:
Listen Labs — raised 69M at 500M
Lovable — raised 330M at 6.6B
Avoca — raised 125M at 1B
Juicebox — raised 80M at 850M
Depthfirst — raised 80M at 580M
Series C:
Profound — raised 96M at 1B
Factory — raised 150M at 1.5B
Sierra — raised 350M at 10B
Rogo — raised 75M at 750M
Granola — raised 125M at 1.5B
Series D+:
ElevenLabs — raised 500M at 11B
Harvey — raised 200M at 11B
Legora — raised 550M at 5.5B
Slash — raised 100M at 1.2B
Decagon — raised 250M at 4.5B
I work with a handful of these companies recruiting across GTM & Ops, been fun watching them scale
DM me if you want intros
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@ryan_c_walsh Doesn’t remotely pass sniff test, feels like impression mgmt ranking
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@HarryStebbings @levie Harry needs to start drinking again, sober rubbish
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The amount of hype and BS going around about enterprise AI adoption is insane.
Aaron @levie is the most AI forward-thinking CEO in public markets today.
But even Aaron at $1BN+ in ARR is valued at $3.3BN and getting smashed by Wall St.
I sat down with Aaron to understand WTF is happening, what is real and what is fake in enterprise, WTF to do with token budgets and wrote up my notes below.
(Link to full episode in comments)
1. Why Dwarkash Was Wrong and Jensen Was Right on Upgrading Systems
Upgrading software is a multi-year effort, not a "magical moment" where everything can be secured overnight. The reality of enterprise security is an ongoing, endless cycle of "leapfrogging" between defensive and offensive capabilities. Founders must realize that even with access to frontier models, the implementation cycle in the real world remains the primary bottleneck.
2. Why We Will Have More Lawyers in Five Years Not Less
The industry is myopic about job elimination; AI makes it easy to generate content, but it hasn’t made it easier to get that content approved by a court or a patent office. As clients inundate lawyers with AI-generated contracts and memos, the "ultimate constraint" becomes the number of qualified humans available to review and approve the output.
3. What Role Does Not Exist Today That Will Be Incredibly Common in Five Years?
We are about to see the creation of 500,000 to 1 million "Agent Operators". These technical-yet-business-savvy individuals will be responsible for "care and feeding" of agents—writing skills, understanding MD files, and redesigning workflows for agents rather than people.
4. Will Massive Software Providers Simply Be Turned Into a Database That Agents Crawl Over?
While the user interface may shift to chat, the value is moving to the API layer and the "business logic" embedded above the database. Systems like ERPs are more than databases; they contain decades of complex logic for supply chains and accounting that agents must interact with, not replace.
5. What Everyone Thinks About Enterprise AI Adoption That They Get Wrong
The assumption that the massive gains seen in AI coding will immediately translate to all other knowledge work is a "misread". Coding has specific idiosyncrasies that don't always exist in broader knowledge work, where human collaboration and regulatory loops are more complex.
6. Where Would You Be Investing if You Were a VC Today?
Despite high valuations, Levie would still be "loading up" on frontier rounds. These companies have the potential to grow much larger because the ultimate market for AI is often larger than the industry currently realizes.
7. The Budget of Tokens Will Have to Move Out of IT Spend and Into Opex
Enterprise AI shouldn't be treated as a tradeoff between software licenses. Instead, token budgets will move into regular operational expenditure (OPEX), where businesses trade off a marketing campaign for a more productive, automated marketing engine. This allows AI companies to tap into a massive pool of capital beyond the traditional, capped IT budget.
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@astro_reid @Astro_Christina Am I the only dumb person to think why didnt they all record a ton of vids like this on their iPhone
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Only one chance in this lifetime…
Like watching sunset at the beach from the most foreign seat in the cosmos, I couldn’t resist a cell phone video of Earthset. You can hear the shutter on the Nikon as @Astro_Christina is hammering away on 3-shot brackets and capturing those exceptional Earthset photos through the 400mm lens. @AstroVicGlover was in window 3 watching with @Astro_Jeremy next to him.
I could barely see the Moon through the docking hatch window but the iPhone was the perfect size to catch the view…this is uncropped, uncut with 8x zoom which is quite comparable to the view of the human eye. Enjoy.
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. retweetledi

I know that nigga doesn’t play about freeing Palestine
𝘾𝙈@charlesmore25
Jennifer Lopez with her 17 year old son, Max Muniz, during an outing in Beverly Hills 😍
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I just got back from a trip to San Jose. The downtown area is an absolute ghost town, a dead city. I travel to cities all over the country and the world, and I've never seen anything like this before. It feels post-apocalyptic.
My Uber driver says it's been getting progressively worse, and he decided to give me a demonstration. We stopped in the middle of a major intersection, in the middle of downtown, in the middle of the day, in the middle of the week, on a sunny day in April, and we got out and walked around the car.
It was like Cillian Murphy walking around London in the beginning of 28 Days later. There were pigeons. That's it.
And apparently at $250k/year San Jose has the highest average cost of living in the entire country, above even SF?
It was a nice trip, though. Just a bit surreal.
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