Travis Boyce

@levie @lessin Doesn’t this sort of follow the same logic as large chunks of employee bases already getting a perfectly capable Chromebook instead of MacBook Pro?

@lessin Routing in a standalone sense isn’t valuable. But being an applied AI company that is neutral/agnostic to the model, and thus *can* route as needed, is the point.

The numbers may be a bit extreme here, but unquestionably use-cases have to stratify in the next year or two between model families. We’ll see a split between frontier intelligence for high end tasks and work, and much cheaper models for high volume workloads that can sufficiently be peeled off to cheaper models. Frontier will still be far bigger than today because the use-cases will demand it, but the low-end will get quite a bit larger as well. The big update here is that the layer that can efficiently route the workload to the right model will then become increasingly valuable since that becomes one of the new hard problems in AI agents. Agent orchestration that can cost optimize while still performing the task successfully will be in a strong position.

This announcement is worth turning your phone sideways for. Charlie McAvoy's dad still laces up work boots every morning. Charlie laces up skates. Different jobs, different equipment, but the same principles: lead by example and earn it every day. Welcome to the BRUNT team, Charlie 👊💥 @NHLBruins @tdgarden

Ringing the opening bell at Nasdaq this morning alongside @Shopify merchants from @bruntworkwear, Wild One, @swmsweets, Abbode, CJW, Harlem Baking Co, Le Alfre, One Faith Apparel, @harlemchocofact, Turn Table Lab and Twin NYC was unforgettable. Thank you @NasdaqExchange. Different journeys, same ambition. Black Friday puts their grit on full display. Keep going. The world is watching you build.

👀 Coming along nicely @Montanaknifeco‼️ #GoGriz

@PTrubey Vinod got canned at Sun, the canning VC (by the name John Doerr) decided that Vinod belonged at Kleiner, and that worked out pretty nicely. Could benchmark have ever taken Travis into the partnership (with less theatrics on his uber exit), mend and focus his superpower on another idea without embarrassing him with his baby (uber)? Or Could benchmark have found an Eric Schmidt or Sheryl to ride shotgun? Would Travis have allowed it?

Vinod’s trigger happy impulse to can founders has dredged up what happened to me. I’ve never written about this before, so here goes. 1990s dot com boom. I had solely founded Websense, a profitable (from the get go) software Internet company in 1994. We didn’t need VC money, but everyone and their dog food company was getting VC money so I decided to get investment as a defensive measure in case one of our competitors also got a large pile of cash. Very long story short, I ended up with Morgan Stanley Venture Capital out of New York leading our series A in late 1998, odd considering we were in San Diego. Anyway, post investment, the deal partner made it clear he wanted me out. Long series of maneuverings, but I got fired from my own company, and then had to battle against Morgan Stanley who was angling to do a cram down round to extract even more equity from me. I found a white knight, ex-corporate lawyer, sharp business person. I gave him some of my equity to go to bat for me. Next telephonic Board meeting, before Morgan Stanley could propose their cram down, I resigned and put my white knight in my place on the Board. You could hear a pin drop. The credible threat was made, Morgan Stanley played it more or less straight from then on. Yes, we were a young inexperienced team, but we had built the company profitably to $10M in yearly revenues. Their new management wasn’t magically better. They actually missed a bunch of strategic layups. At least they finally took the company public - one week before the NASDAQ freefall in late March 2000. Sigh. After I had sold all my stock, they continued doing nothing with the company so much that it got taken private by a PE firm. That’s a whole ’nother story. I did fine financially. But there is no doubt had I gone with a founder friendly VC, we would have executed better, and had I not gone with any VC, but kept growing organically, I would be a far richer person today (and probably had a stress heart attack to go with it). Yes, there are cases where a VC should replace the founder CEO, like if they lie to the Board, do major deals without Board approval, or are seriously going off the rails in their private life. But absent that, realize that a replacement CEO usually isn’t founder material themselves, else they would be running their own startup. And spare me Vinod’s “I do what’s right for the company” BS. That’s a thin cover for “doing what’s right for my VC firm”. Never waste a crisis, and somehow deal makers always manage to extract an extra pound of flesh in any restructuring they’re involved in. I’m not in the same league as other founders who got shitcanned like @PalmerLuckey, but needless to say, I can relate 100%. Yes, your founder is young and inexperienced. But they ate the broken glass and built what you’re so wanting to invest in. Don’t fall for the “grass is greener” fallacy and think you can slot in a better CEO.

@sporadica @scottmcnealy still don’t have it

Maybe it’s the Gen-Z in me, but i fully don’t care about privacy. I am post-privacy. I am giving OpenAI access to all of my finances, all of my health data, everything, I don’t care anymore

@drewfallon12 Comps

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@McnealyTracker I didn’t sign up for this content

@SamLew_89 Get a load of this guy @WeddingBrags

An AI agent for answering dumb logistical questions about ur wedding from guests.

@SamLew_89 @solana @nikitabier Need it yesterday @SamLew_89

X would be so so good with @solana inline mini app support and payments. @nikitabier we need to see it.

@SamLew_89 I deployed all my helium and filled all my nieces birthday ballons. Wen moon

Deployers are the lifeblood of everything we do. And these are some of the best!

@mert That Sam guy at helium is brilliant, raj give him a look

the cofounders of solana, solana, and helium in order

@moondrencht Wilson

Today, we're proud to launch Wilson to the world – your very own legal superagent. Think Cursor for legal contracts. To celebrate our launch, we're giving away a month of our Pro plan for free -- comment "Wilson" and we will send you a promo code. No waitlist -- try Wilson today!

@SamLew_89 What if it’s just for the love of the game?

Love Island says hello. 1) Filmed night before 2) Episodes almost daily 3) Never seen girls shout out so many predictions on the couch in front of me.

@SamLew_89 @sethginns What about a grand slam 🤔

@sethginns A home run opportunity to PE firms

DePIN isn’t a crypto sector It’s crypto applied to non-crypto businesses, and its TAM is just about everything

@SamLew_89 @abhay @helium 🤙🏼

@abhay @helium This poor little all time high is only going to live for 24 hours.

Weekends are great for carrier offload. 500k smashed yesterday. How many phones will use @helium Hotspots today without knowing it?

@ObsessedYanks @BarstoolHubbs @trywindmill everyone can windmill now

My fiancée just asked me with a straight face when was the first time I dunked. Just assumed throughout our entire relationship I’ve been dunking. Was stunned beyond belief when I said none of my friend group can do it. Wonder how fast she thinks I can throw a baseball

@SamLew_89 What about Quibi?

@jmj When I pat @SamLew_89 on the head a few times and tell him “good job”

Is there anything more condescending than calling someone “bud”?

Scooplet: Allbirds will soon start selling its shoes at Nordstrom department stores, as the sustainable sneaker brand seeks more tie-ups with third parties. Also further cements Nordstrom as partner of choice for younger brands. $BIRD $JWN cnbc.com/2022/05/24/all…