Avery

A truly successful day is when I go to bed with less chrome tabs opened than when the day started

@Jason i'm in

We started an AI founder twitter group... reply with "I'm in" if you're a founder and want to be added

@superhuman unable to load your web app

@braveben Ernest always hits

A friend is on a tremendous heater and I want to take him to a fancy dinner in SF Monday. What ideas do we have?

@AnthropicAI - Claude incorrectly still tells me i am out of usage when I bought a higher-tier plan

@bandiaditya @noondesign Get noon

I’m thrilled to announce we’ve raised $44M to build a new home for product design. Meet @noondesign. No workflow is more broken and fragmented in 2026 than the product designers’. The very same people who care most about building software don’t have software purpose built for them. @kushagrasinha7 and I have lived this problem first hand as designers ourselves. That’s why we built Noon. The first product design tool that works entirely on your product code, so you can design not only how a product looks, but also how it works. With AI at its core that works in seconds, not minutes. For the first time, you can create, iterate, build, test and ship. All in one canvas. No translations or roundtrips to the codebase and back. Comment “Get Noon” and we’ll get you on the list for early access.

@FearedBuck Jake and Amir did this 17 years ago youtu.be/bI7AUgp5fPI?si…

The Wizards made a fan think he won $10,000 in an April Fools prank by pretending he made a blindfolded half court shot 😭

@jemelehill @Bencjacobs Jake and Amir did this like 20 years ago youtu.be/bI7AUgp5fPI?si…

To do this to a fan that chose to come see a 17-win team is unhinged.

@Alfred_Lin To your point. Walmart is one of the few distributors that succeeded in the ecommerce generation. A clear DNA to evolve with the times. For 2, how consumer habits change with tech is so varied. Uber decimated yellow cab, Domino’s adapted to the online ordering era

@AveryAlchek 1) Walmart does over $100 billion in ecommerce revenue, ~23% of sales in late 2025. So they've been able to figure it out. 2) The story is nuanced. Brick and mortar has certainly declined. But not at the rate I and others incorrectly predicted.

In 1997, I declared that Amazon would kill Walmart. Today, Walmart is 30 times larger than it was 30 years ago. The world was messier than the story: - E-commerce companies also failed - Customer acquisition costs online kept rising - Certain categories had persistent try-before-you-buy dynamics - Physical presence created brand equity that digital alone could not What I should have asked: what would have to be true for this story to be wrong?

April Fools on Linkedin is peak cringe

@kukreja_abhinav He also had a potential $1.2B exit this week with Transcend Therapeutics

maybe the most insane (appreciative) barbell portfolio of all time. respect.

@Jason I still like the William vale and 1hotel. You can rent brownstones via listingsproject

Best hip hotels in Brooklyn downtown nyc for 2026 Is there no way to rent a loft/brownstone for a week or two now with the Airbnb ban?!

.@resy has been bleeding key customers in NYC for sometime now (this one to @doordash). They need wartime leadership.

@ashleymayer Definitely sub the rest of the bigger south Brooklyn neighborhoods, but I think growing in terms of vibes and also just better pricing . I feel like South Brooklyn more likely your vibe

@AveryAlchek Any thoughts on the restaurant scene in PLG?

NYC friends! We need to move apartments in the next 2-3 months (ugh), and I'm curious what you think are the most awesome + under-hyped neighborhoods? We currently live in Fort Greene and love it, but supply is low (and prices are crazy) so we want to cast a wider net.

@ashleymayer Park slope isn’t under the radar, but definitely has flourished post covid (way better scene than 10 years ago), Carroll gardens similarly. I like PLG. Crown heights has too many rats. South slope underrated

@AveryAlchek I'm interested in other people's opinions so didn't want to bias...but short list is good restaurants/grocery shopping, pet friendly, easy commute to lower manhattan.

@Chandrika633 It’s warmer in nyc

sf weather has been so glorious these past few days that i really don’t feel like flying to new york tomorrow

@igorbobic @daveweigel Most of these are senators.

Top YouTube subscriber count in Congress: 1) Sanders 2) Schiff 3) Crockett 4) John Kennedy 5) Hawley 6) Warren 7) Whitehouse 8) Cruz 9) Booker 10) Murphy 11) Slotkin 12) Rand Paul 13) Crenshaw 14) Mike Johnson 15) Boebert 16) Hakeem Jeffries

I'm in the background

@pitdesi Also could see it be - a big PE deal - any of FAAMG - Walmart

so... who's buying Paypal? It has the potential of being one of the great distressed value opportunities in fintech history. Down ~85%, still generating $5.5B in FCF, 400M consumer accounts with bank info, checkout buttons on millions of merchant sites, and a peer-to-peer brand in Venmo. They have a lot of desirable assets for Stripe (consumer-facing checkout, bank account details for hundreds of millions of consumers, a brand in Venmo) or Apple (good complement to Apple Pay for ecommerce penetration, they never got social payments going, would get Apple back in BNPL). But in both cases, cultural fit makes them a nonstarter. PayPal is a sprawling legacy fintech with 25k employees and decades of technical debt. Neither Stripe nor Apple would want to absorb that. Apple also might face Big Tech antitrust with this kind of thing. Visa & Mastercard could both afford it and they've been creeping into merchant acquiring and checkout. PayPal’s checkout button placement is enormously valuable real estate for either network. The networks have been trying to move beyond interchange into direct merchant relationships, and PayPal could accelerate that by years. I think they may also be burned out on antitrust... either network acquiring the largest independent online checkout provider would (& should!) face brutal regulatory scrutiny. What about Elon??? Elon cofounded Paypal and always wanted it to be called X, so there is some poetry in it coming back under his fold as X... and per "the most entertaining outcome is the most likely" and it sure would be entertaining! X + PayPal + Venmo could genuinely be the Western super app play that he's always wanted. Markets would go crazy. His bandwidth is spread impossibly thin across Tesla, SpaceX, xAI, X, politics, and replying "concerning" to posts at 3am... but you could have made the case he was spread too thin before he started/acquired the last several companies too... Technical debt at Paypal is a big challenge that he knows. I would never count him out, but I just don't see it. IMO, JP Morgan makes the most sense - they've spent heavily on payments and an acquisition could get them closer to building a consumer super app. $50B would be a huge acquisition, even for them, but they could stomach it, assuming they could get regulatory approval. Venmo gives them a P2P brand they’ve never been able to build, especially among younger consumers. PayPal’s branded checkout button sits on millions of merchant sites, distribution JPM has never cracked at that scale. The BNPL book complements Chase’s card lending business. And Braintree’s enterprise merchant processing, combined with Chase Merchant Services, would create a strong acquiring platform... all things they want. They haven't acquired any major fintech companies (the ones they've done have mostly been duds), but I could see it. I do wonder what regulatory approval would be like here- the OCC, Fed, and FDIC would all need to weigh in... There's a major cultural integration risk, like there would be for anyone acquiring PayPal... I do think any of the other massive banks could be potentials (Bank of America, Citi and Wells, in that order), but I don't see any of them as being as ambitious. Would be ironic for the company that was supposed to eat the banks to get eaten by one! Final thought would be PE... it's still spitting off $5.5B in FCF, and has a bunch of assets you could split off into pieces after cutting costs aggressively. Anyone I missed?