ทวีตที่ปักหมุด
Our D.C. office building got a security robot. It drowned itself.
We were promised flying cars, instead we got suicidal robots.
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Bilal Farooqui
18.2K posts
@jasoncrawford @united I once had to literally speak the following words to a gate agent really slowly: "I am 1K sitting in First, I am not going to gate check my bag"
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Dear @united—you made me check my carryon, because you said the overhead space was completely full.
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@jasoncrawford @united the only thing worse than rogue TSA Agents are rogue Gate Agents
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@Austen Haha I agree but also when an investor funds a competitor it’s now called “being YC’ed”
Part of YC’s business model is funding a bunch of amazing teams in the same area to see who can capture the market first/fastest
It’s a good formula but it does introduce integrity risks
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I started a YC-backed company and a few demo days later there were dozens of companies calling themselves “Lambda School for x” at YC demo day.
In any big category there are a lot of players.
Your competitors will copy you.
It’s part of capitalism.
Get over it.
Ihar Mahaniok@mahaniok
another example of immorality being a norm in Silicon Valley in the last few years. The imitator, clone, Central was accepted into YC.
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Is it accurate to say that in SF right now, the bros working at Open AI & Anthropic have an aura rivaling that of pro athletes? The entire tech world is obsessed with those companies.
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Businesses that deploy consumer facing LLMs as glorified 2016 style chat bots deserve to die a slow, painful death
I’m looking at you @UberEats
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Bilal Farooqui รีทวีตแล้ว
It would be absolutely hilarious if John & Jordi invite Dario to the show and absolutely roast him for the ad stuff and the pentagon fumble
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@EricNewcomer trying to have their cake and eat it too
they want to keep doing the show (i get it, it's been a great show!)
but their audience will never be able to get over the fact that they are now highly paid OpenAI PR people
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watching tbpn live for the first time. vibes are a little off. feels a little defensive? surprised they aren't mostly talking about the deal... i get that it's hard to talk about for 3 hours. they don't have someone from openai to come on?
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OpenAI buying @tbpn is going to be a goated acquisition
OpenAI is TERRIBLE at comms
They shouldn't let anyone except John and Jordi do comms for them moving forward
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Bilal Farooqui รีทวีตแล้ว
Applied Intuition CEO @qasar says the market for physical AI is "way, way bigger" than the market for white-collar AI:
"I used to be at Y Combinator. I was the COO, ran the firm, and funded lots of interesting companies. And one of the analogies I used to use to help founders understand market potential and size is: I grew up in Detroit. You're sitting in the Detroit metro airport at a gate, and you look around. How many of those people are using Claude Code? Frankly speaking, not many."
"But how many of those people drive? How many people work at construction sites? How many of those people ride in buses? How many of those people serve in our armed forces? The point is: a much, much larger group."
"The market for physical AI is way, way bigger. Purely because the surface area is much bigger."
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The funniest thing Donald Trump ever did was lowering taxes for low & middle income people and raising taxes for high income people, especially in the coastal elite cities
THE Ram U@CSURamT
Did my taxes this weekend. Nothing like being middle class w/ 2 dependents, own a home, max out 401K, HSA & FSA contributions, and don't claim any deductions in my paycheck, but still owe $6K... The new Trump tax plan seems to cost me more every year.
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Bilal Farooqui รีทวีตแล้ว
The Secret Formula to $144M ARR in 5 Years: @giliraanan
4x, 4x, 3x, 3x.
Net new ARR.
First year: $1M.
Second Year: $4M.
Third Year: $12M
Fourth Year: $36M
Fifth Year: $144M
How have growth rate expectations on companies changed in the last 12 months and is the above even growing fast enough @kirbyman01 @chetanp @mmurph @jasonlk
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This is terrible advice!
What is the point of making money if you can't YOLO $$$ into your friends' startups????
Molly O’Shea@MollySOShea
Biggest Mistake Founders Make After Their First Liquidity Event: PSA maybe do not do this
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@LegionHoops @RunItBackFDTV Would’ve lost both times to the Jazz
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Isiah Thomas: “If the Bulls took MJ out for Kevin Durant, would they have won 6 championships? Absolutely.” (@RunItBackFDTV)
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@DrDiGiorgio Health systems have done an incredible job maintaining this fake pristine identity and letting insurers bear all the brunt and ire of public sentiment when it comes to the state of our healthcare system
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This gets at a real frustration people feel, but I think it misidentifies where the pricing power often sits.
A very large share of Americans with private insurance are actually in employer sponsored self funded plans. In those arrangements, the employer is the one ultimately paying for the MRI, the surgery, the delivery, and the office visit. The insurance company listed on the card is often functioning mainly as a claims administrator, not the true purchaser of risk in the way people imagine.
That matters because it means the story is not simply “big bad insurer versus powerless hospital.”
In many markets, there are actually many purchasers of healthcare services, including employers, union plans, third party administrators, and insurers, but only a small number of dominant hospital systems selling care. So the hospitals have all the leverage.
When a hospital system controls enough beds, enough specialists, enough outpatient sites, and enough geographic territory, it can demand all or nothing contracts. Employers and plans are told to accept the entire system’s rate structure across the board or lose access altogether. That is consolidation driven pricing power.
So yes, insurers is an easy villian. Prior auth, denials, narrow networks, and opaque benefit design are all real problems.
But they are not the whole story, and they are not the main driver of high prices.
If you want to understand why an MRI at one site is a few hundred dollars and at another is many thousands, or why routine hospital based care is so expensive, you have to look at seller market power, especially large consolidated hospital systems that can command prices far above anything resembling a competitive rate.
There is plenty to criticize about insurers.
But on cost, the bigger issue in many places is that the purchasers of care have weak leverage and the sellers do not.
And the sellers know it.
Mark Cuban@mcuban
The are a function of health insurance plans. The insurance companies create plans with deductibles that most people can’t afford. So to get to the insurance money from their plan, they will loan the patient money to cover their deductible. That turns the hospital into a sub prime lender. Then the insurer will under pay, late pay and claw back in the contract. Costing the hospital more cash. And costing them in administrative costs even more Then the insurer will delay approvals and deny care, earning interest on the premiums. So then the hospitals. Non profit or not, have to compensate for the issue with insurance companies. So they create ridiculous shit like facilities fees, abuse 340b programs , abuse site neutrality and more. And of course non profits don’t pay taxes And then the biggest provider systems will say they can’t make money on Medicare. Which is a function of them spending like drunken sailors on everything they can. From buildings to consultants. There are more administrators than doctors and in aggregate they make more. It makes no sense that hospitals spend so much money on consultants. It’s a waste. It’s like them want them to give the CEO cover , so they can try to buy more hospitals which leads to more pay for the ceo Break em all up
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@bilalfarooqui Trying to see if you’re at a big firm’s offices getting preempted
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why is the first vc question on a zoom always "where are you calling in from"
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