Practically Perfect

@shawnchauhan1 This is like two things we’ve seen before. Ebubble and delays in the IPO markets 2011ish. We have elephants in the room. Not 1, not 2, at least 7. Watch IPO scramblings to push them through. Juice squeezed. Moore’s law has an expiration date (homage @besemer_amanda)

OpenAI raised $122 billion four months ago and already missed its targets. Revenue short. User growth short. The biggest private funding round in Silicon Valley history has a shorter runway than anyone expected. Microsoft just ended exclusivity - OpenAI can now sell on AWS, Google Cloud, Oracle. That is not a partnership evolution. That is a company scrambling to find revenue wherever it can. The moat in AI is not capital. It is not even the model. It is whether your customers stay when a better model drops next quarter. Right now, the answer to that question is still unclear.

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@jlpoober Happy for you, Jen

I made my decision. I accepted the ELD Teacher on Assignment position. I started my career in ELL. I was young and didn't know yet what I didn't know, and the work taught me things I still carry. Then life moved, and I moved with it, and thirty years somehow passed in a classroom full of eighth graders and vocabulary tests and kids knocking on my door at lunch. I don't regret any of it. But I'm ready for what comes next. This role is different. Multiple centers. Travel. A population of students who are learning English and everything else at the same time. No bell schedule telling me where to be. A different kind of work. I didn't expect two offers to come out of that room. I didn't expect them to make a second one up after I left. That part still surprises me. But I thought about what I've been writing about all month — the relationship being the job, the importance of going back to where it broke before you build — and the decision got quiet. This is where I'm supposed to be next.

Bloomberg: The FDA plans to speed up drug testing by checking trial data in real time with AI. This could cut months or years from the usual process. The agency will track high level signals on whether new drugs work and stay safe. It will not collect all patient data. It normally takes 10 to 12 years to develop a drug and 45 percent of that is paperwork time. ---- bloomberg .com/news/articles/2026-04-28/fda-plans-to-speed-up-drug-trials-with-real-time-data-ai

🚨 @USGS has found that the Appalachian region of the U.S. contains enough lithium to replace 328 YEARS of imports! Thanks to world-leading mineral science, permitting reform and renewed investment in domestic mining, @POTUS has reclaimed America's mineral independence.

@LiamFedus @agarwl_ Not what everyone else is doing. Something new. I’ll find a mutual or dm.

@LiamFedus @agarwl_ William, we solved this. Looking for 1 to 3 founding partners to test one bounded test hard Ai reasoning. Flat fees once we officially launch.

As we ramped up our first lab at Periodic, we were surprised by how quickly we became intelligence-bottlenecked. The challenge shifted from conducting more experiments to understanding what we had actually made. @agarwl_’s talk gives a glimpse into the research + infra behind scaling high-compute RL on real experimental data. Early results suggest scientific analysis has nice scaling properties too.

@billysandytodd @zerohedge It’s hysterical! I thought I was the only one who took note

I love that Trump has revolutionary war soldiers for the king. 😆

it’s official.

BREAKING: Eric Romo (@_Eric_Romo), President & COO of Impulse Space (@GoToImpulse) says: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "I think there are an awful lot of business models that are predicated on “when Starship allows me to launch for $200 a kilogram…” I think they’re all broken, & all those companies are going to fail." "I think we’ve seen this play out already with Falcon 9 & the pricing around it, where the costs of Falcon 9 allowed SpaceX to deliver the Starlink constellation at a cost per CapEx that made them profitable. But they set the price in the market at something that just barely made it an okay investment to think about OneWeb or Kuiper or anything like that. So they ran that playbook exactly on Falcon 9, & they had their gross margins on Falcon 9—people think we’ll see when the S1 comes out—are like 50% plus. So they could have dropped the price, & they didn’t. They’re going to do the same thing on Starship, because why wouldn’t they? Their internal costs on Starship are going to be whatever they need to be to deploy Starlink & orbital data centers, but they’re going to set the price so that anybody trying to do comms, anybody trying to do orbital data centers—the price is going to be too high. So if you’re a third party relying on them for a lower price of access to space, I think you’re hosed." 00:20 Hot Take Launch Prices 01:41 SpaceX Market Power 02:23 Impulse Space Overview 02:54 Mira For GEO Defense 03:45 Helios Direct To GEO 05:19 Caravan Rideshare To GEO 06:42 Space Economy Reality Check 08:46 Tom Mueller Legends 10:54 SpaceX IPO 13:42 Investor Frenzy & Broomstick 14:05 Alien Eyeballs Outro @elonmusk Recorded at @NYSE x @payloadspace Space Summit

@InternalRemote @jrivanob @loomdoop Loser? Public policy without having a business is irresponsible.

@practiklyperfct @jrivanob @loomdoop Lol, bye loser

Misunderstanding or misinformation re: wealth tax here. Top 1% do pay big % of taxes, but it's a lot of high-earning doctors, lawyers, etc. Billionaires take stock—Zuckerberg & co. famously take $1/yr—& those stock gains are lowly taxed or untaxed. Wealth tax targets that.

@JulioMedina I saw the solution. It’s incredible

@JulioMedina Absolute truth

No AGI until this happens is what I’m hearing.

@stephenehorn Redcoats Omgish 🤣🤣👆

Military musicians of the Revolutionary War wore reversed colors So the blue coats w/ red facing of the Continental Line became red coats w/ blue facing for the fifers and drummers Americans should know this

Federal permitting affects every American, but the technology behind it hasn’t kept pace. That changes today. CEQ launched Permitting Innovators to bring the best of American innovation to federal environmental reviews and permitting: whitehouse.gov/releases/2026/…

@bhalligan Know a biology start up that has agents making agent ui/ux if you would call it that. Outstanding.

No matter what kind of company you are...start making your internal company data legible to AI. Today. As a founder, you are essentially building two versions of your company: the one humans work in and the digital twin that AI agents navigate to do the heavy lifting for you.

Get free, delete LinkedIn

@Vicky Ban LinkedIn