Anthony Tamer

Feedback loop maxing

@hiltinguo It’s looking like doomsday outside

Good morning Boston ~

@paulg The problem was France played really bad (unexpected after their wc run) and Spain played really really well (also unexpected based on their run). I think tomorrow’s game will be super close but if Spain plays the same way in the finals they’re probably winning it all

Went to see Spain vs France with 17 yo. About 10 minutes in I asked who seemed to him to have the upper hand so far, because it wasn't who we'd been expecting. They kept it the whole match.

Wordle 1,851 1/6* 🟩🟩🟩🟩🟩 I guess it’s my lucky day (hopefully week)

@bercankilic Shift por favor

Today, we are bringing shift to San Francisco. Private chefs, completely free. We started with cleaning in New York and Europe. Now it's dinner. One by one, we are making every service more affordable. Comment "shift" below and we'll DM you a priority booking link.

An initial startup idea can't usually be both grand and precise. In practice they're usually either grand and vague or precise and small. Precise and small is better. You know who your initial users are, and you expand outward. With grand and vague you can't even get started.

Morgan Stanley: Bearings The Big Picture: Bearings as a Core Robotics Play > Architecture-Agnostic Growth: Bearings offer a diversified way to invest in the robotics sector because they are required regardless of a robot's ultimate design or form factor. > Massive Market Expansion: Morgan Stanley forecasts a massive ~300x growth in the robot bearings market through the year 2050. > Low Risk of Obsolescence: Bearings face very low substitution, in-sourcing, or obsolescence risks—you simply cannot design moving machines around them. > OpenAI Endorsement: In a recent Request for Proposal (RFP) for U.S.-based hardware manufacturing capacity, OpenAI listed precision bearings as 1 of 6 critical components in its robotics category. Content Scales with Robot Complexity > Bearings 101: Every single motor in a robot requires at least one or more bearings to reduce friction and support rotating parts. > Degrees of Freedom (DoF): As robots get more complex, the number of bearings multiplies. Small quadcopter drone: Requires 8–12 bearings. Humanoid robot: Requires 70 or more bearings. > Pricing Variability: Depending on the specific use-case, individual bearings can range from under $1 to as much as $100 Global Bearings Market Dynamics > Consolidated Supply: The top 6 global manufacturers control over 50% of the global roller market, with Chinese manufacturers making up about 25%. > Current Demand Split: Roughly 40% of the overall market goes to industrial equipment OEMs, 30% to automotive, and 30 to distribution channels

@Polymarket Is this satire?

JUST IN: FIFA is selling pieces of grass from World Cup stadium for $450, giving fans who couldn’t afford tickets an opportunity to experience the game.

@corbin_braun There’s a yc company in this summer batch that gives ai email, phone etc

endgame for AI. AI just needs an email and payment method. once it has both, and has the ability to access AI native sites. it will be able to do anything for you. big blocker right now is a lot of the internet is not AI natvie. therefore AI signing up for an account gets flagged as a bot. but what if. that is the future.

Chamath Palihapitiya @chamath "Bro, there is no failure." "That is what other people think of you to keep you down. There's no failure. If you were left on an island and it happened, you would just brush it off and move on. It's everybody else that you think is judging you. But then, here's the secret. They don't give a fuck about you. They are living their own lives. So it's your perception of what they think of you." "There is no failure. There's do and learn. Do and learn. Do and learn. Do and learn." @StanfordAILab

@raskarmit reading Ramesh’s Spot Probe paper. If you’re an innovator and you’re super early (ideation/discovery) i highly recommend going through all 39 pages. This is something I wish I followed as accurately as possible when I started my founder journey. It can be found online but I’ll also be sharing my key takeaways here or on LinkedIn. Half of startups die because they build a product no one wants and this process could help you not be one of them.

@hiltinguo AGL

@tameranthony_ Exactly. Which BU were you in?

Amazon's data-driven WBR/MBR kept me really busy for actual business performance review; Marriott Int. Strategic Analytics also runs weekly internal team review. All other bluechips I was in as group CFO team, we also run at least MBR at group level, but I assume BU level they run WBR to identify the risks and opportunities. The interesting pattern I would like to share is my first startup and current startup, we reflect and reshape everyday. I reckon, the smaller the team, the easier to review and move around. So it's really amazing Amazon would be able to run WBR and truly take actions addressing the R&O aligned during the weekly SLT (Senior Leadership Team) meetings. A lot to learn and very grateful to have built my early foundations with Amazon AGS team.

@PeterMcCormack They need to add some real rules around VAR usage. Refs shouldn’t be using VAR whenever they want it’s insane

ChatGPT does not think the Egypt goal against Agentina should have been disallowed. I mean we all know. No chance this is disallowed if Messi had scored.

I don’t think it’s about “easier to execute”, it’s more that forecasts and team plans are changing much quicker than before. A year or more ago you’d take 60-90 days to know if you have to pivot on a launch, i think this timeline compressed a lot because of increased competition and internal productivity

@bhalligan So much easier to execute on this while staying small.

If your 2026 roadmap and forecast from January still applies today, you’re moving too slow. You should have thrown it out the window by now. Welcome to H2

@sanketdattta @bhalligan Things in general move faster now. A pm would spend hours every week collecting and putting together data, in large companies like amazon this is now being done in <1 hour

@bhalligan does that mean the january plan was too safe, or the world just moved faster than the plan could handle

Infantino should change VAR to VARgentina

Argentina receiving princess treatment during their game with Egypt

@andruyeung @ChrisWoods2009 Then what type of role? Supply chain?

@ChrisWoods2009 Not GTM or sales

Friend of mine - 8 yoe, non-technical - just jumped to an AI company, quadrupling her annual comp from $275,000 to ~$1,150,000. $400,000 base + $750,000/yr equity. AI salaries are wild rn.

I grew up watching Ballack, Klose and so many other germany football players but I’m so glad I was able to watch Neuer’s last national game ever. After Oliver Kahn i truly think Prime neuer is the best goali ever