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Daily
Every morning
Weekly
Tuesday recap
Before each podcast episode as part of our VC series, @PaulGTM and I have some fun chatting through our (many) opinions on what we’re seeing across the broader landscape. Here’s what we covered - available in full here on X. - Build vs. buy and why "software is dead" is the wrong framing. - Why nobody is going to vibe code DocuSign out of existence. - How the middle layer of SaaS is getting squeezed as value shifts to the action layer and the data layer. - What moats still matter for founders today (hint: speed and resources no longer cut it). - Buyer hesitation and why nobody can commit to more than a 12-month contract right now. - The $50T+ knowledge economy that the "SaaS is dead" crowd keeps ignoring. -What is the "mojo metric"?!
AI coding assistants may influence which languages developers use https://t.co/NUSmA6RF0d < seems possible, even likely. If you're polyglot, do you find that you favor one specific language for AI-generated code?
The launch of MacBook Neo has me feeling a little philosophical. About Heidegger. About missing Steve Jobs. About Aristotle and the sheer joy of colors. In the end, this is my essay about the essence of a machine. https://t.co/TvfgoadeRf
Churn is the worst reason to have slow growth. Churn means you're not just unknown, or that there's a big threshold to sign up. It means people are actually trying the product and deciding they don't like it.
Exactly what I dig into in this report. Apple is very likely to see one of the bigger cycles of net new customers into the Apple ecosystem. https://t.co/JOdLgVdVhl
In the 1950s, you could simultaneously think A) nuclear energy was good, and B) we were in great danger of a nuclear war. In the 2020s, you can simultaneously think A) AI agents will be a net good for the...
Everyone's arguing over who wins the autonomous vehicle race. Tesla? Waymo? Google? Wrong question. Uber is building the Marriott model for robotaxis. Their vision is financial giants & people own their fleets. Uber provides the operating platform. $1 trillion upside.
If I wasn't banned from the Roku reddit, I might respond with something like "Buy Apple TV." 😂 (Roku is actually my preferred streaming interface of the moment, despite the ads.) https://t.co/Zcr6JZVsXq
Didja know? Facebook automatically hides DM requests from unknown users, typically marking it all as spam. But it might not be! Here's how to check your DM inbox and make sure legit messages haven't been misdirected... https://t.co/sd5nfp4GmI #messenger @facebook @messenger...
Chewy case at my class today. Great customer service will never go out of fashion. https://t.co/snpd1g5zpl
Uber has a fascinating response to Elon’s vertical approach to autonomy: “We’d welcome Tesla on the Uber platform.” Smart move. Tesla may own the cars, but Uber wants to OWN the network.
We let China DOMINATE the EV race, but we CANNOT let them win the humanoid robot race. https://t.co/U68foKXVA0
Countries with the highest Cyber Crimes & Scams Threat Levels 1- Russia 🇷🇺 2- Ukraine 🇺🇦 3- China 🇨🇳 4- United States 🇺🇸 5- Nigeria 🇳🇬 6- Romania 🇷🇴
Free professional advice: If your email is longer than 100 words, paste the draft into Claude, ask it to reduce the word count by 50% without abridging substantive content, review it, and then send it.
UK government issues open call for experts to shape AI energy policy #energysky -- via pv magazine global: https://t.co/hQ1EUBbdg9
Scientists have developed #dielectric elastomer actuators, or artificial “muscles”, that can operate at low voltages while still producing high output to drive untethered, soft robotic fish movements. Learn more in Science #Robotics: https://t.co/zAb0uHec2c https://t.co/cnlGAcOc1Q
“Some orgs. are deploying AI w/out a clear sense of the benefits it will bring—b/c they’re driven by herd mentality. They may end up w/ employees who are more productive yet their organizational contribution is unchanged.” 🔗 https://t.co/5j1dKP8sIs #leadership #management #HR https://t.co/48qplP9WO3
One way to think about this is: Agents are machine tools for knowledge work, and artisans are now shifting to being machinists, just like in factories a century ago.
Meet SIMA 2 — The Ultimate #AI Explorer for Virtual #3D Worlds by @GoogleDeepMind #ArtificialIntelligence #MachineLearning #ML #Technology https://t.co/5SkSVsD8NG
Most SaaS companies report about a 1% conversion rate - you need 100 visitors to make 1 sale. This means your maximum CPC should be 1% of your maximum CAC. Here’s how to calculate all these things: https://t.co/LXBj3k7vLd
I got tired of futzing with the huggingface printable arm so I ordered a metal one from china. Gonna make it dispense into well plates via a peristaltic and later a universal pipettor module holding my old Gilsons or cheapo...
Board members had past negative S/4HANA experiences, yet proceeded due to perceived lack of alternatives. The good news? They overlooked other viable options. #S4HANA #ERP https://t.co/kIIjv3Nmyy
South Korean ESS component supplier will build US factory in Indiana #energysky -- via Solar Power World: https://t.co/IHTPPbh5vU
Uber CEO @dkhos mentioned something very important: Our society will not be ALL autonomous vehicles or all human. It's hybrid. AV fleets in some cities, human drivers in others. The binary debate is dead.
Wikipedia is included in virtually every major LLM training dataset and I built something to help you set it up. When ChatGPT, Claude, Gemini, or Perplexity answer "Who is an expert in ___?" — Wikipedia and Wikidata are baked into how...
🚨 I just found a 100% open-source full free Postman replacement that runs in your browser with zero installation. It's called Hoppscotch. No desktop bloat. No $14/month per user. No data collection. HTTP, GraphQL, WebSocket, real-time testing, code snippet generation, and one-click migration...
METR needs a benchmark on how effectively AI agents can DESTROY THE INTERNET, and labs need to optimize to hit that benchmark
One reason I'm long-term optimistic on alignment is that I don't think that intelligence and human morality are actually as separable as econ models (and AI doomers) tend to assume. I think this is an early sign of that. (In the...
"Store now, decrypt later" isn't a theory; it’s a nation-state strategy. If your 2026 roadmap doesn't include Post-Quantum Cryptography (PQC), you’re already behind. The 9 realities CIOs can't ignore: 🔗 https://t.co/l36K8t0jnp #RSAC2026 #PQC #QuantumComputing #CIO
I’m starting to experiment with Agent Teams for software development. One writing code. One reviewing. One testing. Feels a bit chaotic right now but incredibly powerful. Really interested to hear about how this is working for larger enterprises. Hundreds of team members each...
New Space Force orbit for Van Allen Probe A , epoch 1440 UTC [6 hours ago], 113 km perigee, 952 km apogee. No updated reentry estimate
Making ghosts with long exposure on the Samsung Galaxy S26 Ultra #tech #photographer #photography #galaxys26ultra
Founders: 'Bottom up' and 'top down' selling each have their place. But for your first 100 prospects: Direct to decision maker > CEO navigation > user groundswell Get the quickest path to closed deals.
Maritime satcom provider #KVHIndustries: 2025 was our turnaround year; new 18-mo, $45M capacity deal w/ @Starlink is 3X the size of our earlier one; 2026 revenue to climb 24%; adj EBITDA 66%. LEO competition's increasing - great news. @EutelsatGroup.https://t.co/Zxf08GDZmr...
As Californians electrify, can this tech combo prevent grid overload? #energysky -- via Canary Media: https://t.co/8Sfo7LLSes
US solar installation: Down 14% between 2024 and 2025. Chinese solar installation: Up 14% between 2024 and 2025. Last year China installed more than 7 times more solar capacity than the US. So much for energy dominance... https://t.co/te4ziwFqlX
I love that clanker for LLMs and coding agents is catching on. I always imagine some old rusty robot hacking away on one of those beige gray keyboards in the darkness now.
Says the man who claimed for years to care about AI risk and now runs the most reckless of the “frontier model” companies. I just wrote a lengthy critique of Amodei in my newsletter, but this coming from Elon is...
Wireless EMG-Controlled Bionic Hand with Independent Finger Movement by @CyberRobooo #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/7zrAgN3ahU
Proud to share that my first-author paper, “Optimizing Spectrum Allocation Using Deep Reinforcement Learning in Heterogeneous Wireless Networks,” has been published in Internet Technology Letters, a Wiley journal focused on emerging internet and communication technologies. This work explores how deep...
It's a pedantic but important point to say that the customer journey and the marketing journey are not the same thing, and the marketing journey is certainly not just a subset. When we decide to buy something, there's a certain...
California court upholds NEM 3.0, dealing blow to rooftop solar #energysky -- via pv magazine usa: https://t.co/3jXyBv0ERG
Singapore raises 2030 solar target to 3 GW #energysky -- via pv magazine global: https://t.co/PpRx1O5JTA
Patreon CEO Sounds Off on AI: ‘I’m Both Amazed and Furious’: As a Creator, ‘I’m Angry That We Aren’t Being Paid’ for Value of Contributing to AI Models https://t.co/rYw6dV5WNW via @variety
Autonomous vehicles are the future of transportation. An honor to have @dkhos discuss at @Abundance360 how Uber is preparing for the global rise of robotaxis and self-driving fleets. https://t.co/7voCjMqg6g
We've hit 10,000,000 weekly @aisdk downloads 🤯 𝚗𝚙𝚖 𝚒 𝚊𝚒 is all you need. One package, any model. https://t.co/pQAbfXtg6X
Toyota’s “Walk Me” Wheelchair Uses Tentacle-Like Legs to Conquer Stairs by @MarchUnofficial #Robotics #Innovation #EmergingTech #Technology #Tech https://t.co/OcGrj7j3dc
Why did @ylecun get a billion this morning? World Models. So I had my AI write a report on what they are. https://t.co/rIZ3wudPWp
1️⃣ Claude Plan 2️⃣ Claude Bypass Permissions 3️⃣ Codex Review 4️⃣ Codex Fix 5️⃣ Claude PR Review 6️⃣ Repeat You’re welcome
For twenty years, software companies raced to hire more engineers. The constraint was velocity. AI breaks that model. The constraint now is knowing what to build. That's a harder problem, and most teams haven't adjusted to it yet.
