All the crap you never needed

September 4 2026 Chamath 50th Birthday Chamath got a birthday letter from POTUS Chamath’s son was an intern at the White House in the summer and might have got it set up for him OpenAI Astra Greg Brockman claims AGI Altman is also hyping up future releases Benchmark results are apparently off the charts Gemini also dropped a good model, GrokBot looks good, open source models are very good, Anthropic will definitely have a good response - so seems American AI models are doing well - Sacks gets some credit for sure Besties think its like the late 90s internet boom/frenzy One difference is the revenue seems to be real - in the dotcom boom it was more speculation SF AI boom is leading to a mansion shortage 🙂 If you add up every IPO that SF has ever had - it will be just 1/4th of the Anthropic IPO AIS 2026 Dwarkesh coverage of OpenAI/HuggingFace hack Seems frontier labs are now using this as a reason to push for regulation that will become regulatory capture This will ...

August 28 2026 Eric Weinstein interview debrief China’s Robot Olympics AI optimism in China is 80% - in the US that’s 30% Jason pumping Optimus Besties pumping GrokBot Nvidia rising and SaaSPocalypse end? Record setting performance Stock up 9% Great numbers and great guidance (70% growth next year - Wall St expected 45%) World’s most valuable company at $5.5T Salesforce also up big Chamath called this in May episode Friedberg was on the Salesforce earnings call explaining how hard it is to make a business level CRM, more than vibe coding The SaaSPocalypse is a vertical SaasPocalypse, not for general purpose tools like CRM, Salesforce, etc Salesforce / Anthropic partnership Benioff is willing to let Claude be the user front end He is betting that Salesforce will be the best system of record The AI Agent will be able to use Salesforce better than any Salesforce administrator and you can work with it better - unlocking trapped value They might have their own agents...