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3,000 YouTube subscribers.
Still sinking in.
Massive thanks to everyone who’s been watching, sharing, and supporting.
Wouldn’t be here without you.
Link in bio if you want to see what it’s all about
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Sam Putnam
10.7K posts
Sam Putnam
@stockceomedia
Get my best 6 AI stocks for June 2026 + Sign up for my Stock CEO™ Email + “Early Alerts” SMS Alerts👇 Be the CEO of your portfolio in 5 minutes/day.
Katılım Ocak 2017
919 Takip Edilen1.1K Takipçiler
Amjad wanted to get on Joe Rogan. So he just started visualizing it. What happened next is nuts:
- A few weeks later Marc Andreessen AND Lex Fridman both message him the same day.
- Both asking the exact same thing: can you help a friend's daughter build an app?
- Turns out it's Joe Rogan's daughter.
- Amjad builds it with her, she wins her competition.
- Rogan calls to say thanks. That's how he got on the show.
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The list of highest paid CEOs is funny because Elon got 200x the next highest guy, it breaks the chart
(IMO he deserved it)
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This rise in unhappiness is not just important in its own right, but because it's affecting politics. This big pool of discontented men = potential energy for unscrupulous politicians.
The Institute for Family Studies@FamStudies
The well-being gap between working-class and college-educated men is panning out in nearly every metric. Both college-educated and working-class men have seen declines in happiness. But men without a bachelor’s degree fare far worse, with 27% saying they are “not too happy,” compared to 17% of college-educated men. @GRMartsolf @grantjbailey
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Companies should own their "edge". One way to do this is to use Software Factory to capture the expert and tribal knowledge that differentiates your company.
When you capture this knowledge into Software Factory, you can build software from it and keep it as the north star that shapes behavior. This is what the best companies in the world do and now its available to everyone.
Change the knowledge and the software and actions change automatically. Change the behavior and you get redlines to the knowledge so you can approve exceptions and understand why deviations are happening.
This is one way how AI can be used productively for everyone.
Learn more here: 8090.ai
8090@8090_Factory
Your best knowledge shouldn't live in one person's head. Upload it to Software Factory once, and your AI and your whole team build from it forever. Software Factory → bit.ly/4eGMgFQ
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@annieqyang agreed. don’t let them anywhere near a production codebase
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The most dangerous person in the age of AI is someone who was mediocre at coding but has taste, and can now build anything
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@TheShortBear where is the humor in it - that they are not howling RSP type assets?
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Funniest outcome, and probably max pain, would be investors finally capitulating after months of underperformance caused by capital flowing into AI, just as the rotation begins out of AI and into everything ex-AI.
The initial beta bid/offers can be brutal anyways.
Doesn't need to happen but that would be typical of markets.
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We want to help all companies be secure, working with the USG and the security ecosystem.
*The full version of GPT-5.5-Cyber is here; state of the art performance on CyberGym.
*Patch The Planet and Codex Security will help solve security problems instead of just finding them.
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The older I get, the more I realize you can reinvent yourself as many times as you need. New standards. New habits. New mindsets. New people. New career. It's never too late. You can change. Today, tomorrow, and as many times as it takes to create the life you want.
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I've been working from home since 2018.
I've done it while single and with small children.
I get more done in 4 hours than I would in an 8 hour shift in an office or co-working space.
Just because remote work doesn't work for you doesn't make it fraudulent. Skill issue.
Harry Stebbings@HarryStebbings
Why Remote Work is White Collar Fraud. "I have a three-year-old and a five-year-old. The idea that I could do any work at my house is like a total fantasy. The kids come home at 3pm, your work day needs to keep going. I'm highly against it." @typesfast
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@pmarca the way you wrote that sounds half threat half accusatory- the dude genuinely would be plenty popular without the behavioral filtering algos
a better approach would be to say “everyone in your family can earn money online because of data centers”
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I have bad news about your podcast, dude.
Marco Foster@MarcoFoster_
Theo Von: “Nobody wants a data center dude. And the people that want them to me, they seem kind of evil. Nobody wants this shit. One of these companies is gonna own all of this information. There’s gonna become this social or emotional credit score and then AI is gonna try to become our new God”
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Today is my 30th birthday 🎈
I thought I’d reflect on the decade that has been:
💵 Raised $1BN
🚀 170 investments
🦄 18 unicorn investments
🎙️ 2,500 podcast episodes
🌎 110M downloads
I have never been more hungry. I have never been more ambitious.
This is just the start. To my 30s.
LFG.
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Do you think vibing the UI of Google search would even scratch the surface of helping you understand the complexity that sits beneath it?? For what important app would vibe coding a simulation help?
Just seems like yet another case of busy work masquerading as tokenmaxxing.
Techmeme@Techmeme
Bain says it is using AI coding tools to recreate pieces of target companies' software, making hundreds of rough prototypes in recent years as due diligence (@rwmcmorrow / Financial Times) (Visit Techmeme dot com for the link and full context!)
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The Frontier AI Race Is Already Over
"The winners are the winners, and we already know. OpenAI, Anthropic, Google, Meta — and if Elon can get his act together at X, those are the five. You show up with $2B and you're an order of magnitude at a disadvantage. They can just throw compute at it and blow you away." — @mvolpi
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Doomers have been wrong betting against human progress, productivity growth and screaming of job apocalypses of all kinds since time immemorial.
This time is no different.
Well, actually the only difference this time around is that a portion of the Doomers are also some of the people making the progress in the first place which is very odd.
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Michael Burry’s returns at Scion Capital
Spectacular
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Two types of people I'm looking to meet these days:
1. Young folks right out of college, working their first job at a major marketplace and thinking about building something of their own.
2. People mid-career, deep in an industry that are frustrated by the way that industry transacts today.
Reach out if that is you and even if it's not still reach out. 😁
Email always open: colin@yonder.vc
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@NicoGladia doctors are happy to throw $25k in an algorithm off the internet. not $25m.
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Another bro who has no idea what he is talking about, episode 3216.
Private banking isnt about the investment experience or performance. Clients are already wealthy, all they care about is custody, safety, a bit of concierge and some wealth planning.
If you believe otherwise, i have a few bridges to sell you.
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@GavinSBaker @teortaxesTex is any open source model really feasible in an enterprise application if compute costs so much
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Agree to disagree on the importance of distillation - only a few reasoning traces make a difference. Am super confident in this.
And yes, yes, yes on open weights - I will try to do better thank you. Although Nemotron is an American model that is pretty close to the frontier and it was released with open weights.
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wow.
Well @GavinSBaker I'm afraid to say that you're wrong about distillation, and more obviously you should get your terms straight. Only the Chinese have ever released frontier models with open weights. You mean "released at all".
Podcast Alpha@PodcastAlphaX
One year ago: China had world-class AI distillation. DeepSeek proved it. Next year: the pipeline may be empty. Gavin Baker @GavinSBaker of Atreides Management told @jordihays on @tbpn: China's distillation advantage is entirely dependent on access to US frontier models released open-weight. Once that stops - and Baker thinks it's already stopping - the 100,000-endpoint distillation machine has nothing to run through it. Export controls are the second pressure. No H100s. No frontier training. No catching up through hardware. The gap was always narrower than it appeared. And it's widening again. What this means for investment theses that assume China AI parity: podcastalpha.substack.com/p/gavin-baker-… Source: TBPN - youtube.com/watch?v=PW5n3Z…
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Pods are the most powerful tool on TraderPods.org for leveling up as a trader. Here's how to use them 🧵
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@gailcweiner anybody know if palantir sued on first ammendment grounds
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DOD labelled Anthropic a supply chain risk in March, killed a $200M contract, Anthropic’s suing on First Amendment grounds AND simultaneously the NSA is still using Mythos operationally with half a dozen Anthropic engineers embedded inside the agency. The political theatre and the operational reality are running on different tracks.
Bull Theory@BullTheoryio
BREAKING: The NSA's own director says Mythos broke into almost all of its classified systems in hours. Per The Economist, Senator Mark Warner, vice chair of the Senate Intelligence Committee, said General Joshua Rudd, who runs the NSA and the Pentagon's Cyber Command, told him this directly. This came out on June 11, the same day Amazon reportedly found a separate jailbreak in Anthropic's models. Within hours, Trump ordered Anthropic to cut off foreign access to Mythos and Fable. Anthropic shut both down completely instead. Now there are two competing stories for why this actually happened. One says the shutdown was a response to the NSA's own classified systems getting breached in hours. The other says Anthropic is privately pushing back, calling the jailbreak minor and the shutdown an overreaction to something other AI models can already be tricked into doing. The NSA was already using Mythos for its own cyber operations, with Anthropic engineers embedded inside the agency. The same tool the agency was actively relying on is the one its own director says broke into almost everything it owns.
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