All the crap you never needed

March 29 2024 Chamath poker fun SBF sentenced to 25 years FTX divesting its Anthropic bet SBF was an investor in Anthropic and Solana Customers might be made whole Seems investors might also be made whole Probably BTC, ETH, SOL all going up is helping? In retrospect he could have come through this unscathed if they hadn’t done all the stealing of customer money for Alameda Sacks had a debate with SBF about the ballot initiative he was funding in CA to raise taxes for a pandemic prevention center to be run by his brother - when SBF doesn’t even live in CA Jason met him when he seemed to be high/on-substances Trump social media SPAC/deSPAC Company growing 3x year over year - you can buy the stock - DJT/TMTG Valuation is ~$8.5B This seems similar to 1997 moment when David Bowie launched a $55M bond which worked out well for investors Shows the power of personalities like Trump, Kim Kardashian, This is like goodwill line item for Coke, Pepsi, etc Many other indivi...

March 22 2024 Dune 2 DoJ sues Apple Apple charges 30% How can you install software for free on a laptop but on Apple its 30% and only from the App Store? Government should really regulate this? Why can’t consumers choose Is interoperability in Apple’s interest actually? More people will buy Apple watch, install iMessage, etc Why is this different from what happened with Microsoft? They could have owned the browser and search, html vs activeX, etc How is Apple allowed to get away with this? Google is also doing the same thing with Android that Microsoft did with browser on Windows (you have to have google search if you want our support?) Apple looking for AI Gemini or OpenAI? They spent $30B on R&D last year - what did they spend it on? Where is their AI strategy? How come something so important is being outsourced? NAR lawsuit settlement Commissions are $100B a year in the US Could reduce by 30% The 3% for Buyer’s agent can now be negotiated, to be paid by the ...

March 15 2024 JCal Christopher Walken impression Friedberg’s new family members 2 more dogs Based Tech CEOs Jensen Huang about pain and suffering and resilience and low expectations Alex Karp about short sellers coked up Seems folks are less scared of cancel culture Elon has taken more risk with what he has done Pain and suffering is necessary to succeed in life - its a requisite to greatness Hard to start a company Entrepreneurship is very stressful Have to learn to deal with rejection Persisting through failure is the most important trait you have to develop OpenAI training data sources under doubt Mira Murati - CTO - gave troubling interview YouTube was used? You might be able to train with no problem on public data Google might itself not have the right to train on YouTube data Others might be able to Vertical AI startups Harvey - AI for lawyers Abridge - AI for doctors TaxGPT Cognition - Devin Tweaking reasoning and long term planning on existing ...

March 8 2024 Dumb jokes Elon vs OpenAI He feels cheated - especially coz he worked to get Ilya and his name was used to raise money, etc Good point about donating tax free to nonprofit - and then change to for profit and make money Twitter crowd having a field day Elon’s emails and messages that OpenAI published seem to weaken his case Structure is not what you want to innovate on OpenAI could have tripped something by letting employees sell shares Instead they should have done Mozilla model of paying above market salaries to employees Elon was right that OpenAI would have needed amaziing amounts of capital to really work Sam Altman’s OpenAI Ventures thing could cause problems They were supposed to be open source for the benefit of humanity - then they changed it to closed source, and employees sold $2B of equity Also the shenanigans with the board will also cause IRS to raise their eyebrows They should have just made it all for profit Sam doesn’t get to monetize the th...

March 1 2024 Jason enjoying fancy houses Sacks has a big talk coming up soon in DC Groq doing well 10k developers on waitlist Google’s Gemini DEI Black Eye - Woke AI 3 main businesses Search Ads YouTube Cloud Search has best margin and does $50B a quarter Will Sundar survive this challenge right now? Will GOOG stock trade well? Apparently internal employees are finally standing up to Responsible AI’s reported “irresponsible” conduct “The tree of liberty must be refreshed from time to time with the blood of patriots and tyrants” - Jefferson The company is the way it is because they have chosen to be that way Apparently every meeting above a certain size has a DEI person in it (in Google) Similar to Commander and Commissar example in Soviet Union If Google loses even a couple % points of search market share, their stock price could be cut in half Employees in Google - a good chunk of them - think they can use Google to change the world in rand...