Index
People
- Elon Musk 5
- Dario Amodei 4
- Harry Stebbings 3
- Sam Altman 3
- Jensen Huang 3
- Peter Thiel 3
- Keith Rabois 3
- Eric Glyman 3
- Jason Lemkin 2
- Alex Wang 2
- Vinod Khosla 2
- Mark Andreessen 2
- Bill Gurley 2
- Travis Kalanick 2
- Chamath Palihapitiya 2
- David Sacks 2
- Rory 1
- Jamie Dimon 1
- Eric Simons 1
- Anj Midha 1
- Daniela Amodei 1
- Jared Kaplan 1
- Sam McAndlish 1
- Tom Brown 1
- Brook Byers 1
- Arthur Rock 1
- Bob Swanson 1
- Herb Boyer 1
- Mike Markkula 1
- Ben Horowitz 1
- Arthur Mensch 1
- Emmanuel Macron 1
- Brian Singerman 1
- Demis Hassabis 1
- Sam Bankman-Fried 1
- Liam Doge 1
- Richard Feynman 1
- Lee Kuan Yew 1
- Vlad Tenev 1
- Jake Paul 1
- Logan Paul 1
- Donald Trump 1
- Kamala Harris 1
- Josh Kushner 1
- Anthony Joshua 1
- Mike Tyson 1
- Conor McGregor 1
- Michael Phelps 1
- Matt Steckman 1
- Jason Calacanis 1
- David Friedberg 1
- Zohran Mamdani 1
- Ken Griffin 1
- Bernie Sanders 1
- Eric Swalwell 1
- Denise Dresser 1
- Peter Steinberger 1
- John Gray 1
- Mike Zawadzki 1
- Jonathan Ross 1
- Sundar Pichai 1
- Simon Edwards 1
- Sunny Madra 1
- Michael Jordan 1
- Steve Kerr 1
- Dwarkesh Patel 1
- Dylan Patel 1
- Sanjay Mehrotra 1
- Evan Spiegel 1
- David Senra 1
- Edwin Land 1
- Steve Jobs 1
- Bobby Murphy 1
- Robert Cornelius 1
- Mark Zuckerberg 1
- Scott Nolan 1
- Sean Parker 1
- Patrick O'Shaughnessy 1
- Lenny Rachitsky 1
- Max Levchin 1
- Jack Dorsey 1
- Tony Xu 1
- David Sze 1
- Brian Chesky 1
- Mike Moritz 1
- Peter Fenton 1
- Alfred Lin 1
- Max Rhodes 1
- Jeff Collison 1
- Jeremy Stoppelman 1
- Boris Cherny 1
- Simon Willison 1
- Tyler Cowen 1
- Marc Andreessen 1
- Bill McDermott 1
- Sarah Guo 1
- Elad Gil 1
- David Kearns 1
- W. Edwards Deming 1
- Emerson Fullwood 1
- Max Mullen 1
- Jack Altman 1
- Ravi Gupta 1
- Kyle Vogt 1
Companies
- Anthropic 5
- OpenAI 5
- Amazon 4
- Nvidia 4
- Ramp 4
- AWS 3
- Meta 3
- Google 3
- Uber 3
- Airbnb 3
- Cursor 2
- Claude Code 2
- Replit 2
- Lovable 2
- ServiceNow 2
- SpaceX 2
- Azure 2
- AMD 2
- ASML 2
- ElevenLabs 2
- Anduril 2
- xAI 2
- DoorDash 2
- Costco 2
- Broadcom 2
- Square 2
- Vanta 2
- 8090 1
- Trainium 1
- Superintelligence Labs 1
- Bolt 1
- Figma 1
- Salesforce 1
- HubSpot 1
- IBM 1
- Wix 1
- Calai 1
- MyFitnessPal 1
- Supabase 1
- AMP 1
- Periodic Labs 1
- Mistral 1
- Black Forest Labs 1
- Sesame 1
- a16z 1
- DeepMind 1
- Huawei 1
- Genentech 1
- Kleiner Perkins 1
- Ubiquiti 6 1
- CMA CGM 1
- Sierra 1
- Decagon 1
- Robinhood 1
- Antifund 1
- Cognition 1
- Chronosphere 1
- Flock Safety 1
- Polymarket 1
- Better 1
- Thrive Capital 1
- Apple 1
- Perplexity 1
- Lyft 1
- Gemini 1
- Blackstone 1
- B-cred 1
- B-REIT 1
- Walmart 1
- TJ Maxx 1
- Medallion 1
- Groq 1
- Intel 1
- TSMC 1
- SK Hynix 1
- Micron 1
- Samsung 1
- Lumentum 1
- Coherent 1
- Cadence 1
- Synopsys 1
- Google (TPU) 1
- Amazon (Trainium) 1
- OCI 1
- Eli Lilly 1
- Crusoe 1
- Snapchat 1
- Snap 1
- Polaroid 1
- Facebook 1
- Looksery 1
- Lens Studio 1
- Abraxas Bioscience 1
- Intuit 1
- Crossroads School for Arts and Sciences 1
- Deel 1
- AppLovin 1
- Founders Fund 1
- General Matter 1
- Boeing 1
- Spotify 1
- Napster 1
- Boring Company 1
- Westinghouse 1
- Ridgeline 1
- Khosla Ventures 1
- PayPal 1
- Opendoor 1
- Stripe 1
- Palantir 1
- LinkedIn 1
- Faire 1
- Shopify 1
- Yelp 1
- WorkOS 1
- Coinbase 1
- Claude (product) 1
- Xerox 1
- SAP 1
- Instacart 1
- Webvan 1
- Y Combinator 1
- Trader Joe's 1
- Whole Foods 1
- Kroger 1
- Sprouts 1
- Bi-Rite 1
- Rainbow Grocery 1
- Safeway 1
- Bot 1
- Sequoia 1
Ideas
- Mythos cyber agent 1
- Rifle vs machine gun (WWI security metaphor) 1
- 60% solution death spiral 1
- Revenue reacceleration as the valuation test 1
- Boy-who-cries-wolf fatigue 1
- Elon discount rate 1
- Sell SaaS buy semis 1
- Value trap for incumbent SaaS 1
- Four bottlenecks of AI (compute, context, capital, culture) 1
- Iron dome for inference 1
- Sovereign AI 1
- US Cloud Act 1
- AMP grid / Independent System Operator for compute 1
- Back-to-the-future VC (Arthur Rock model) 1
- Optimal competition 1
- Frontier systems (not 'foundation model') 1
- Adversarial distillation 1
- Public Benefit Corporation as governance 1
- Bitter Lesson in material science 1
- GPU wastage bubble 1
- Compute fungibility / standardisation 1
- Attention > capital 1
- Founder-president 1
- Public-markets VC fund 1
- AI and sport defensibility 1
- Creator-economy investing 1
- Democratic governance of wartime tech 1
- Pied-à-terre tax 1
- London-style hollowing 1
- Land banking as cities-killer 1
- Network effects of compute/data 1
- Flippening of Anthropic > OpenAI in secondaries 1
- OpenAI identity crisis 1
- Codex for long-horizon tasks 1
- Political dog-whistle risk after firebombings 1
- Private credit as disintermediation 1
- Liquidity premium 1
- Non-bank lending growth 1
- Debt-service coverage ratio 1
- Senior-secured software lending 1
- Redemption caps as investor protection 1
- AI capex as macro catalyst 1
- Software disruption as portfolio risk (but not as bad as feared) 1
- Inference vs training silicon architecture 1
- NVLink Fusion 1
- Tensor Processing Unit (TPU) 1
- Back the technical founder 1
- Org charts as vestigial bureaucracy 1
- A-teams over A-players 1
- Iron sharpens iron 1
- Seven years of darkness before product-market fit 1
- High-agency self-directed people 1
- Electrons to tokens transformation 1
- 5-layer AI stack ecosystem 1
- CUDA programmability as algorithmic-invention moat 1
- Tokens per watt as data-centre revenue metric 1
- ASIC narrative = 100% Anthropic exception 1
- Bottleneck swarming (CoAS, HBM, EUV) 1
- Energy policy as the only permanent constraint 1
- Supply-chain-as-education 1
- Hopper-to-Blackwell 50x energy efficiency 1
- Titan accelerator (OpenAI custom silicon) 1
- Broadcom-mediated ASIC margins 1
- Technology that enhances humanity vs eliminates it 1
- Alien-perspective framing 1
- Software has no moat 1
- Ecosystem moats (network effects + developer platforms) 1
- Best-friend-not-scale theory of network value 1
- Lens Studio augmented-reality developer platform 1
- Stories as response to permanent feed judgment 1
- Design-idea volume 1
- AI as monopolist-resource-leveller 1
- Vision-as-literal founder heuristic 1
- Gen 1-5 camera-glasses roadmap 1
- Cost-plus industries ripe for disruption 1
- Avoid competition on two axes (company and investor) 1
- Orthogonal thinking / layered abstraction 1
- Vertical integration in hardware 1
- Baseload reliability 1
- Energy per capita as GDP proxy 1
- Advanced reactor taxonomy (gigawatt / SMR / microreactor) 1
- Bring Your Own Energy (BYOE) 1
- Speed to power 1
- US uranium enrichment gap 1
- Pellet density as nuclear first-principles advantage 1
- Behind-the-meter data centres 1
- Team as the company 1
- Undiscovered-talent thesis 1
- Ruthless referencing (20 refs) 1
- 30-day hiring retrospective 1
- Barrels and Ammunition 1
- Relentless application of force 1
- Criticality inversion (critical when winning) 1
- PM role obsolescence 1
- Chef-mode role convergence 1
- CMO as biggest LLM user 1
- AI as second team for managers 1
- Design-code merger 1
- No-days-off ethos 1
- iPad-first computing 1
- SaaS apocalypse rebuttal 1
- 10x cost to replicate a platform via LLM alone 1
- Platforms close cases, LLMs suggest steps 1
- Enterprise-software error tolerance 1
- Agentic-business blueprint 1
- Coachable agency 1
- Battle-for-survival interview mindset 1
- EQ from repetition (500 customers/day) 1
- AI serves people 1
- Stores as warehouses 1
- Shoppers as the supply-side unlock 1
- PMF as a spectrum 1
- Founder-as-support-line 1
- Trader Joe's catalog-hack 1
- Post-order referral timing 1
- Arming the rebels (Whole Foods reaction) 1
- Antifragile company 1
- Own a slice of the P&L 1
- Keep the main thing the main thing 1
- Uncomfortable-now consensus-later 1
- Dirty-white-sneakers test 1