Jonathan Tate

@jackmoses777 Part of this is likely that you’re offline and you have a chance to breathe and ignore the distractions. Life has more of this built in for previous generations.

I don't understand why everyone dreads long flights so much. I feel like I change the trajectory of my life every time I take a 20-hour flight across the world. I sit on my computer, listen to podcasts, write, work, introspect, and plan my next season of life (usually fueled by a fair amount of caffeine). By the end of it, I've produced a bunch of content, clarified my vision, and know the exact moves that will get me to the next level. Looking back, long flights often end up being the most transformational days of my year. I look forward to them every time I go traveling for this reason.

@chigrl I think about this often. What happens when tech is sufficient for some to provide all needs privately without public infrastructure (e.g., power, water, connectivity, security, etc. . .) I expect additional divergence/volatility before the promised ubiquitous abundance.

So the government now has the ability to shut down your vehicle if the car deems you unfit to drive. This is so dystopian it rivals Minority Report P.S. If the government can control your vehicle, you don't actually own it

@Object_Zero_ @chamath @gustaf Where else are you going to find responses like this. Love this app!

That already happened. We already know of a few better substrate materials than silicon. eg Molybdenum Disulphide has a natural bandgap which means you can pack transistors a lot tighter than you can on silicon without any of the leaking that limits silicon packing. Someone might fab this stuff, but it’s hard and there’s a time to market you have to bridge. ASML is a silicon stack, there’s no MoS2 equivalent. There are some other materials too eg Tungsten Diselenide, or SiC but again no ASML equivalent supply chain.

This 100MW data center in UAE is the largest solar powered datacenter in the world. There are currently 1,300 data centers in the world that are bigger than this one, but this one is the largest solar powered one. That’s 10 square kilometres of solar panels you can see. The datacenter itself is 0.02 square kilometres, so a solar powered datacenter is ~500x larger than a data center using any other form of power. A five hundred times larger site. UAE has some of the highest solar irradiance anywhere on Earth, it is an inhospitable desert. Averaging 9.7 hours of sunlight per day with average irradiance above 2,200 kWh/m^2. If you build this somewhere else, you need more solar panels because your irradiance will almost certainly be lower. Even if the world had an infinite supply of free solar panels, solar power will not be free. Anyone who has ever done major capital projects, who looks at where data centers need to be in the next 5 years and the next 10 years… we know it aint solar. Sorry. You struggle to even build a train track that’s 100 miles long and 10ft wide anywhere in the West, there is zero chance of build 100 square mile solar farms for GW compute. This is why people are talking about space compute. Deploying into space is one strategy to solve the constraints. But there are faster and more scalable strategies, that get you to mass deployment of multi GW data centers. There are strategies that also allow you to power the 10 billion robots and their newtonian actuators, that immediately follow the inference demand cycle. Step back and look at the full cycle of this industrial revolution… There will be billions of chips, but there will be trillions of actuators. This biggest part of this revolution is the embodiment cycle, and it’s big by a factor of 20 or 50x over the stuff that comes before it. There is no analogy in human history for the scale of this economy, of the demand it will place on energy and commodities. The humans own the Earth, and if you exist inside their legal system, they won’t let you turn the surface of their planet into glass. But they do want your chips and your actuators to serve their needs and desires. There is a way to do all of this, and so it will happen.

Banger here: “We want maniacs for whom narrative is the honest, unavoidable exhaust of a good quest.”

@MapEffects @SantiagoAuFund I didn’t realize it was just a few pans over from Mordor either. . .

I have to admit, I did not realize Nicaea, where the first ecumenical council of the church was held (AD 325), was this close to Constantinople. I don’t know where I thought it was in my mind 😂, but not here.

@SparksN123 @scottmcnealy You forgot tree trimming permits.

Have a think about that.

@Gentleman_Ways Character. Others can be learned.

Serious question… What’s the most important aspect of being a gentleman? -Etiquette -Manners -Presence -Character -Discipline -Something else? You can only choose one. What is it?

@alexia @jasminewsun So interesting to follow this sky is falling/musical chairs scenario of doomers vs the abundance/pollyanna crowd. Frontier tech or bust vs just add value. I’m choosing optimism, but know it’s a volatile path forward.

There's a sense in SF that if you don't work for the research labs, you're going to be left behind in the AI Rapture nytimes.com/2026/04/30/opi… @jasminewsun

@biancoresearch Probably nothing. . .

The saving rate is income minus disposable spending. It does NOT include investment performance (such as stock or housing prices rising). So, I view the saving rate as a sentiment indicator. It is low because households don't need to hold back spending for savings. Their stock ETFs and Zillow estimates are "saving" for them. So ... spend away. Question: Is this a wise approach to saving right now?

@TheStalwart We looked at public school, but it was $10-15k extra in after school fees plus having to be incredibly flexible with work hours. We literally couldn’t afford public school. . .

One thing I did not realize until having kids in NYC public schools is how much variable auxiliary fundraising occurs at each specific location. So even if you divide the tax pie in a perfectly egalitarian manner, schools with wealthier parents will still end up with more.

@athenaeumbc Cheap Dopamine has entered the chat: See Brave New World, Amusing Ourselves to Death and The Image.

Fewer than half of US adults read a book last year. Even fewer read an actual novel, and the trend is looking worse still for teenagers. Why is nobody talking about this??

@eladgil @quincesf @CotognaSF and @SPQRfillmore

What is best Italian in SF?

@F0ODHub Cornbread, slaw then potato salad. All can be good be the range of distribution is so large they present the most downside risks.

Remove one thing from this plate..

@NWischoff @atlascardhq Love @CotognaSF definitely fancy unboxing. If you’re only going to do 1, this seems like a winner.

Never thought I would give up my AmEx. Hey @atlascardhq - you have a new loyal customer. Great product!

@Codie_Sanchez Do you believe that “prompting” will be a skill necessary if a person can convey their thoughts in any natural language? Does this not converge and make “prompting” a near term skill rather than durable advantage?

I'll die on this hill. Teaching a 15 year old how to prompt is more useful than another year of SAT prep.

@thejustinwelsh It’s more visible and as social creatures we love the idea that someone with capital/influence has blessed the project. Makes us feel less vulnerable jumping on the bandwagon vs putting ourselves out there. . .

We strangely celebrate the unprofitable startup that raises $5M more than the solopreneur who earns $5M at 90% margins.

@dirtcheapbanks @jamesonhaslam While appreciate the sentiment behind this I found myself in the lobby of a large national bank and the staff knew the regulars and they had a cappuccino machine. Maybe underwriting has changed (not sure?), but the experience was the same. . .

Community banks are the last place in America where a loan officer named Gary can look at your tax returns, your handshake, and the fact that your uncle coached his kid's Little League team, and decide that's enough. There are 4,100 left. There were 14,000 in 1984. Every time one gets swallowed, Gary takes early retirement, the drive-thru pneumatic tube stops working, and a town loses the only institution that would write a note against a hog operation or a body shop or a third-generation diner. The acquiring bank always says the local team stays in place. The local team is gone by Thanksgiving. The free coffee in the lobby goes next. Then the Saturday hours. Then the branch itself, converted into an urgent care or a T-Mobile or nothing at all. This is not consolidation. This is the quiet euthanasia of the only kind of finance that ever asked how your mother was doing.

@F0ODHub Cornbread, slaw then potato salad. All can be good be the range of distribution is so large they present the most downside risks. . .

@annbordetsky Love this take. Speed to adoption is a fantastic proxy for utility. And the inherent nature of automation should build some stickiness.

Top of the stack isn’t the Agent or AI Application — it’s the Adoption layer Adoption Layer = product, marketing, and enablement that makes it super easy for a customer to start, deploy and see immediate ROI from agent use Examples: - Templates for agents - FDE as customer PMs - Out of the box connected apps - Product university - Immersive user onboarding What’s your Adoption Layer? How can you help customers onboard, learn & adopt agents faster? The capability overhang is real, need creativity + customer empathy, help users get the value that’s already there Few doing this well but for some, this is a big edge

@gbaroth Literally saw they have tacos at Burger King now. Never understood the chasing model. Own what you’re great at and execute like crazy. @raisingcanes or @innoutburger

Chipotle needs to make something new. Make Nachos. Do Breakfast. Something that will give people a reason to go try and make new content about it (free marketing yay!) oh and then make sure they actually have all the protein at lunch time (they never do)