All the crap you never needed

April 24 2026 Sacks moved the pod back an hour due to POTUS meeting SpaceX Cursor deal xAI and Cursor collaborating on new AI coding model $60B price for company OR will $10B for collaboration fee/break up fee Cursor revenue $2B end of Feb 2026 - projected $6B eoy SpaceX revenue $22-$26B rumored SpaceX trying to IPO soon Seems the way the acquisition is structured is to not slow down the IPO Grok usage has plummeted This is a complementary acquisition - xAI brings compute and a foundational model - so Cursor brings training data, enterprise clients, expertise and product People are realizing that writing software is where all the value is Thoma Bravo - might divest Medallia Apparently too much debt Maybe TB got their money out and are done with dealing with the company - so debtors are screwed and the equity is impaired Rumors on X that sales team at Medallia missing their targets Maybe AI and agents are hurting There might also be a deflati...

April 17 2026 Mamdani Tax Pied-a-terre tax Dumb because second home will be taxed and thats the most elastic part of the market - so no one will buy second home in NY This is like a dog whistle - asking for United Healthcare CEO type shooting or Sam Altman home firebombing Maybe this is good for hotels This hurt London - land banking - so maybe it will work out for NY Maybe the solution is building more housing - like in Austin Its obviously good for the city to have billionaires park their money in these cities They also don’t consume resources but pay property taxes so its profitable for the city So this will hurt With the London situation rich people moved to other cities in Europe Transaction costs in LA and SF are too high (could be 13% of property) Your property is not safe in blue states - wealthy people will realize that - the political class thinks they can take a chunk of it OpenAI Internal memo shows targeting Anthropic and going after their market shar...

April 10 2026 Brad Gerstner back in for Friedberg Just do stuff - build and don’t ruminate Works at all levels of society and desires Anthropic Mythos Found many security vulnerabilities Good job setting up Project Glasswing - signed up a bunch of amazing companies like Google, Apple, etc to find vulnerabilities before hackers exploit them OpenAI and Google will likely do the same thing with their upcoming powerful models While Anthropic has a track record of scaring people alongside their product releases or fund raising - in this instance it does seem they have been very responsible Frontier Model Forum cooperates and coordinates on items of such high importance Why did they contact these software giants and NOT nuclear reactor makers, airplane manufacturers, airline operators, etc? Anthropic ankles OpenClaw Switch to API usage instead of $200 bundle Are they giving themselves an unfair advantage? Apparent competitors for OpenClaw Hermes Anthropic Claude ...

 April 3 2026 No Sacks 😟 SpaceX IPO $1.75T reported valuation Should merge with Tesla to reduce noise and overhead for Elon Moon manufacturing and logistics might be simpler - lower gravity, no atmosphere, make it easier to move things around without friction Could be a fraction of the cost of doing the same on earth Robots will help move Humans to the moon Could be a fundamental parallel technology infrastructure This is enabling other amazing entrepreneurs - like Vast making space stations, etc This will unleash a huge economy of things that we have no idea about Last mile logistics needs to be built Space garbage collection needs to be figured out Power generation is being worked on Intersection of autonomy, robotics and space travel will expand humanity’s potential Rebuttal to socialists on earth who are trying to stop everything More 2026 IPOs Anthropic, OpenAI, Databricks Maybe Stripe, Canva, Cerebras Riskier the further down the IPO chain you’re in Cla...

E265: March 27 2026 Anthropic on a generational run Jensen called Opus 4.5/6 an inflection point (similar as Michael Dell) Anthropic releasing features out the wazoo - incredible pace Company made an early bet on coding/agentic coding - working really well for them They make the best coding products People pitting Anthropic and OpenAI just for drama Both companies seem to be accounting revenue differently and the businesses are quite different Emil Michael apparently smeared in article about his involvement with Anthropic and potential rivals - classic deflection by leftists OpenAI losing share? Risk is low because its very well established Could become the default consumer AI app - like how people pay for phones and electricity - OpenAI could be there Could be new platform like smartphone App store Google has a strong position here - they could release their own OpenClaw - people already trust them Impact of AI on valuations One thing that can help is looking at ho...