xNotAnAI

@VicVijayakumar You made those rice as well?

love the kind of dinners where I grab random things out of the fridge that need to be used up and have no idea what we’ll end up with this is coconut milk chicken curry + roasted paneer

@joecarlsonshow Tbh, 5k for you isn’t much as your YouTube to Qualtrim funnel generates an easy 100k plus per month.

I recently bought another $5,000 of Duolingo. By now almost everyone hates this stock, even most of the people in my own community hate it. Peter Lynch’s favorite stocks were ones that were fast growing, had a long runway of growth, easy to understand, not loved by Wall Street yet, and strong balance sheet. Duolingo isn’t a perfect fit, but I think that it’s much closer than most of the mega cap tech companies. And if Duolingo management is successful in their goal of growing users by over 20% this stock can compound a lot. There is of course still a big chance this one dives further down as the market hates these types of companies right now. But I have time to let the story play out.

@vanazadian How much do you have invested in it?

$AMZN has surpassed $260 per share. In my view, this business is worth well above current levels and has room to keep climbing as the cash compounding comes through. AWS acceleration, massive chip business, millions of robots in factories, satellite internet, addictive online shopping, huge advertising business, and a Netflix-sized streaming service. I've never studied a company with more optionality than Amazon. It's unparalleled. Still my highest conviction holding.

AI might not kill companies like CRM, but any tool that I used for one functionally—Chrome Dark Mode, Form Saver, Net Worth Tracker, etc.— I’m replacing with my own custom solution. Any micro SaaS that made money from a light one-functionally product is done for.

4 people team is all you need for any large product now. And 1/4 is for on-call.

@HamelHusain It won’t last long. No free lunches and secrets here. One of them is doing it wrong, and it’s a matter of time before they fix it.

Let me get this straight Claude subscription: restrictions (or pay extra) on third party usage, pay extra for fast Codex: no restrictions, fast mode within subscription It’s hard not to use Codex. Just the fast mode being within the subscription is enough to make the gap large

What’s with Google announcing bigger investments right after $AMZN? Happened a few times already.

what a time.

@guy84179559 @BumrahBachi Have you looked at the Bitcoin price? It’s the same audience and then some.

@BumrahBachi When this bs is all over, I absolutely need to know how tsla price levitated for so long & the mechanics of it all in full detail. If this info never comes out, it would be a tragedy. No other stock has remained this divorced from reality at this scale for 5 years!

one of these is not like the others (everyone knows but it is still absurd to me how good he is at playing the capital markets)

@nivi Is this promotional post? Are you getting paid or benefiting directly/indirectly from it? You didn’t address how Ankur makes money from AUM instead of performance. You all benefit from the promotion.

I spent the morning digging into USVC fees. TLDR: In my opinion, there is no lower-cost way to invest in VC other than becoming one. I’m expecting to pay the same or less than it costs to invest in a good VC fund. And a lot less than investing in a fund-of-funds. All while getting the benefits of a fund-of-funds that can do direct, secondary, and fund investments. Carry. If USVC invests in a fund or SPV, I will pay that manager’s ~20% carry. That’s what I expected. All fund-of-funds do it this way. I’m glad to pay carry to invest with good managers. USVC doesn’t charge additional carry. Direct investments. There is no underlying carry on USVC’s direct investments and they aim to make this a major portion of the portfolio. This would bring down the blended cost of USVC substantially, compared to a VC fund. Fees. The annual fee in the first year is capped at 2.5%. This includes the fees of the underlying funds that USVC invests in, which is a huge deal. Just investing in a VC fund costs 2-2.5% a year. Also, the fee would be 3.6% but AngelList is subsidizing it in the first year. There’s a possibility the annual fee could go up in the future and I’ve told the team that this is extremely confusing and weird, and they are working on it with haste. Overall, I’m expecting to pay the same or less than it costs to invest in a good VC fund, but I’m actually getting access to a fund-of-funds that can do direct, secondary, and fund investments. A typical fund-of-funds charges another 1/10 (fees/carry) on top of the VC’s 2/20, for a total of 3/30. Some other things I learned: Early-stage. Early-stage deals are planned. I would rather invest now in case those early-stage investments get marked up quickly. These deals will be riskier and more illiquid, so there’s no free lunch here. The current portfolio includes late-stage (OpenAI, Anthropic, xAI) and mid-stage (Sierra, Vercel, Crusoe, Legora). Illiquidity. This is venture capital. The underlying investments are illiquid. Don’t invest if you’re uncomfortable with illiquidity. That said, USVC is working on redemptions of up to 5% of the fund every quarter. It’s not guaranteed, but if it’s offered, you can choose to get partial liquidity along the way. International. There is a lot of demand from international investors. USVC is not yet set up to accept international investors at scale, but they’re working on it. Sales load. There is no sales load. USVC is only available on usvc dot com and the sales load is waived if you buy through the site. In the future, brokers that list USVC may charge up to a ~3% sales load; that’s how they make their money. Disclosure: I’m a co-founder of AngelList and have shares in the business.

@amasad Did you use it?

A Replit user just launched “Vibe Genomics: Sequencing your Whole Genome at Home” vibe-genomics.replit.app Useful if you’re inspired by Patrick’s AI genomics experiment but don’t want to share your DNA with a company.

@thsottiaux lol look at me energy

I don't know what they are doing over there, but Codex will continue to be available both in the FREE and PLUS ($20) plans. We have the compute and efficient models to support it. For important changes, we will engage with the community well ahead of making them. Transparency and trust are two principles we will not break, even if it means momentarily earning less. A reminder that you vote with your subscription for the values you want to see in this world.

@garylfrancione I think this absolute approach is why we don’t make any progress on either side. IMO, an approach where we depend on animals for some things that would be hard to source naturally is rather a better approach. Moderation and reduction are the way to go, at least as the first step.

The fantasy that any group treats "food" animals "humanely" is just that--a fantasy. The meat and the dairy we eat--however produced--involves pain, suffering, and distress. It's so easy for us to go vegan; it's so terrible for the animals that we don't. telegraph.co.uk/gift/3dfca4024…

@realroseceline Different businesses and different business models. All the ones with large capex sell hardware, and we are in the biggest hardware and infrastructure transition in history. Apple sells hardware to customers. Very different model. Only Meta is a bit of an outlier with large capex

Everyone is talking about AI, but look at the capex. $AMZN, $MSFT, $GOOGL, $META are all spending tens of billions just to compete. $AAPL doesn’t spend anything, that’s truly elite. 🌹

@thsottiaux Sam altman

Hello builders. What are we getting wrong with Codex, what can we improve?

How is Amazon funding all this? They already announced $200B in capex for this year and a $12B deal to buy GlobalStar. Was this part of their $200B capex plan?

@davieball @SimonDBarnett Can someone ask you to delete their data, and you would actually delete it?

@SimonDBarnett 100%! Should try humans.inc - we turn your genome into personalised instructions you can share with any AI tool. Your DNA stays safe and in your control in our PBC.

I’m starting to see a lot of posts where people are giving LLMs their genomes. Directly—yeah, absolutely! Right now—worrisome! The clinical interpretation of genomes is always done in context with your phenotype. Which LLMs don’t really have. You need to understand how all of these factors contribute. Doing it in isolation misses most of the picture. Privacy? Hmm. Not sure I’d feel comfortable with this yet. LLMs are removed from the data generation. They’re not calibrated to the protocol used to sequence (or genotype) your DNA. Arrays have non-trivial false positives, which is what the vast majority of people have who have their ancestry data. This risks over and under-treatment. I’m also worried about people feeling they’ve got a protective phenotype and adopting some more cavalier risk-posture. I’m unsure how well LLMs currently fulfill the role of a genetic counselor. Are they going to recontact you when the variant gets its status altered in ClinVar. No, not yet. Can it explain penetrance and prevalence and absolute/relative risk? Okay—so yeah consumer-facing LLMs will be the main surface area between humans and their health in the future. Yes. Definitely. They’re really good right now at taking your genetic data and helping you craft questions and understand what’s going on. But making health decisions based on them + your DNA in isolation. I would be very cautious at the moment.

@KenTumin Any good ones? Most look like PoS

ETF fees at Fidelity! Fidelity is adding 164 ETFs to its list of 27 ETFs that will cost customers $100 to trade. According to Fidelity, “This service fee will apply to a limited number of ETFs offered by providers that do not pay Fidelity a direct, asset-based fee to support their ETFs’ availability on our brokerage platform” fidelity.com/bin-public/060…

Filing taxes this year and realizing that I made $20k from non-employment income. All of it from interests, dividends, and profits. I did not actively trade. A good milestone. Hoping for an even better 2026.

@bcherny Do you also not have access to Mythos? Why would you use 4.7?

Dogfooding Opus 4.7 the last few weeks, I've been feeling incredibly productive. Sharing a few tips to get more out of 4.7 🧵