@jason

LAUNCH FESTIVAL is back… March 16 & 17 in San Francisco This is the demo-or-die format I created for TechCrunch50 back in the day. 3 minutes to pitch your vision to a panel of investors and founders Always free for early-stage founders.. unlike other competitions — and you can’t buy your way on stage like other events We’re going to focus on OpenClaw & agent startups (mostly) for these two days — please apply at the website (link in reply tweet) We have 400 seats…

What?!? 🤦

@jaredrosnerd insane!

The hottest summer I ever spent was a winter in San Francisco

Every time a grandpa asks what AI is, we should send them to a conference room, take out the iPhone tripod setup, attach some motors to the tripod and have it start following them around while asking them where they keep their valuables

@Cernovich That would be a formidable ticket, yes.

A Tucker Carlson / Joe Kent ticket would steam roll anything Democrats or Republicans could bring. It's laughable when people try to argue this with me. Spend some time offline. Good looking, physically fit white men are back "in."

@John_Chungus_5 55, but your mom says I look like I'm 35

@Jason aren't you like 60?

TIL that looksmaxxing streamers are actually just OnlyFans thots who pig butcher Pepsi incels.

@southFla79 ya think!?

@Jason I’m actually glad I have no clue what is going on here…it looks weird AF!!!

@chamath GOOD TIMES!

Jensen Pod!!!!!!

AI might be the last hope for many of America's healthcare problems, from doctor burnout to skyrocketing costs. The industry has been adopting AI at a relatively quick pace, but there's still massive room for growth.

@adamcurry when you do a live stream, does your server/provider allow you to scrub backwards (like YouTube does)? would be cool to have that as part of the podcast 2.0 standard

We're live now with No Agenda episode 1852 #@pocketnoagenda l.curry.com/fTD

Robinhood, in the early days, didn’t care about monetizing. For them, and many other unicorns, getting users onto the platform, and understanding how they behaved was always the number one priority in the early days. Later on, when they finally enabled monetization they were able to approach it in a way that no one else had at the time!

Here’s the story of how @jason met @vladtenev at a bar in Silicon Valley! Helping millennials with no money trade for free was a wacky idea at the time. Do you think you would’ve made the same decision?

@SenSanders Use the promo code "BERNIE" for three months of CLAUDE COWORK for free! 😂😂😂

I spoke to Anthropic’s AI agent Claude about AI collecting massive amounts of personal data and how that information is being used to violate our privacy rights. What an AI agent says about the dangers of AI is shocking and should wake us up.

Use the promo code "BERNIE" for three months of CLAUDE COWORK for free! 😂😂😂

@ShamsCharania This is terrible I speak for all Knicks fans, as you know @ShamsCharania, and we wish him a speedy and full recovery ❤️‍🩹 Hope he comes back stronger and we have a dogfight in ECF! 🫡

Just in: Detroit Pistons star Cade Cunningham has been diagnosed with a collapsed lung and is expected to miss an extended period of time, sources tell ESPN.

The start of the All In News Network: we have a desk! ANN: a news network for US!

boom

Of my lord 🤦 😂 Only three more years left folks — enjoy the show, try the veal and tip your waiters!

Would have been best for TK to have built a Waymo inside uber, but the next best option (and could be bigger) is to own the network layer and have the global super app. Uber has 20+ autonomy bets, and we can be sure that 10 of them will work well. That’s success. And almost none of those partners want to run networks/clean cars/etc (except Waymo), so the market will fragment into three or four major players chopping up most of the profits when automation takes 30 percent of global rides Uber, Tesla and Waymo would be the likely bets…

I wouldn’t say the strategy is flawed. Management has mentioned before that if they have their own autonomy stack, they will become direct competitors with everyone else. If they still maintained their self driving division today, sure they would “control their destiny” but they would have no partnership with waymo, zoox, apollo go, weride, nvidia etc since they are now competitors. $UBER wants to focus its strength on what it’s good at, which is to be the platform for mobility and delivery. Orchestration at scale globally is harder than most people think and cannot be “vibe coded”.

If you've been following me for a while, you probably know I used to own $UBER shares and I was urging @dkhos (CEO of Uber) to buy $RIVN and accelerate its own plans for autonomy and control the full stack (from vehicle manufacturing to ride-sharing). This partnership announcement is NOT that. It's good for $RIVN, but it's only ok for $UBER. Here's a quick summary and my thoughts: * Rivian immediately gets $300 Million from the deal. Good for Rivian. * If Rivian achieves autonomy by 2028, Uber or its partners are committed to buying 10,000 R2 vehicles. Assuming a $50K price point, that's ~$500 Million in vehicle sales by 2028. This is the part that's ok for Uber. More on this below. * If various other undisclosed milestones are hit, Uber will invest another $950 Million in Rivian and buy up to another 40,000 R2 vehicles through 2031. So who is this deal good for? From Rivian's Perspective: The extra cash, guaranteed vehicle sales and additional motivation to solve autonomy is great! Unless there are non-compete clauses in this agreement that prevent Rivian from operating its own ride-sharing business, which is doubtful but possible, there is no downside for Rivian. It gets some needed cash, more demand for R2 and more motivation to get autonomy solved! From Uber's Perspective: Uber has bet the future of autonomy on the multi-partner strategy where it counts on potentially dozens of autonomy partners to compete with each other to create the best autonomy service and drive costs down as much as possible. Partnering with Rivian and helping them achieve L4 Autonomy just adds another partner to the mix, which should help drive costs down long-term. My View: Uber's strategy is flawed. @travisk (Uber Founder) understood that he needed to own the full stack, which is why Uber under Travis was building its own autonomy tech. Dara cancelled Uber's autonomy group to cut costs when he focused Uber on profitability. Probably a great decision at the time. However, fundamentally, in my opinion, Uber needs to own both the autonomy tech AND the manufacturing of vehicles in order to control its destiny and be able to compete with $TSLA. Otherwise, the company that can iterate through vehicle design, AI hardware and software, the fastest for the lowest cost, will eventually win. Right now, Tesla is the only company in that game. Rivian can also enter the game in the future.