Hardware is back and it's not temporary. Multiple S-curves converging at once. If you're thinking about building something, now is the time to pull the trigger. Thanks @octopart and @altium for having me on.

Happy $SPCX ipo for those that celebrate

Fr4, 2 layers, 1oz copper, ENIG finish. Nightmare to travel with (almost certain to get pulled at TSA) but totally worth it.

Timeline cleanse

What part of the cycle is this ?

Buddy of mine asked for resources to get up to speed on the last 6 months of AI, LLM development, more. Honestly, the best resource has been logging onto X every day over the last few years podcasts from leading investors/people working at the labs or leading the hyperscalers product releases & events from NVDA/Frontier Labs/etc. I sent a ton of podcasts and sites which I'll link in here but figure I'd crowdsource some resources. Not meant to be exhaustive but more to flag for folks the outlets people podcasts to follow as a foundation. Imagine it'd be helpful for folks that don't live & breathe this daily or have access to sell-side. @TMTLongShort @DratchCap @ContrarianCurse @PythiaR @justjoshinyou13 @zephyr_z9 @deredleritt3r

Met @ChrisCamillo a few days ago at the gym. One of the nicest guys Ive met and the first thing he wanted to chat about was the $SG trade and how bullish he was on it. He lives, breathes and eats (wraps) his trades. Mad respect for the guy.

This has to be the bottom for $BTC My Dad just flexed his $DELL holdings on me

Me when my wife doesn’t repost my LinkedIn post

This is a win for every American mfg co that has been dragged through the mud for the past 6 years (through covid, component shortages, tariffs, etc.). What Jim has built will inspire the next generation of builders.

We turned OpenClaw into a workspace A cron handles my morning brief from PostHog, GitHub, and Stripe That part's solved. But I'm obsessed with those metrics - which means I'm reprompting all day I just wanted one place to see them all I've been making the case all year that AI needs more than chat. Had to put our money where our mouth is. Built it for myself first. Now can't work without it. So we generalized it and shipped it as open source. This is what SaaS 2.0 should feel like

Markdown is a bad answer because the question got bigger. HTML is a wrong answer to that bigger question. @trq212's piece on why HTML is the future of agent went viral and sparked a lot of (healthy) debate. I think it's more nuanced than that.

On this CTRL Listen Podcast, @AMIRrorROY, VP of New Biz Dev at @imagineeringpcb, a family-owned PCB fabrication and assembly shop since 1985, covers why he believes we're entering a new hardware renaissance. Watch the full interview: bit.ly/4tk1gyA #Podcast #Altium

“AI is a bubble” Anthropic ARR:

Baby moon in Ojai. This place is magical.

Introducing OpenUI v0.5 v0.1 helped you build chat with UI v0.5 lets LLMs build full apps State, data, actions. All handled seamlessly without the security risks of generating raw code

Love what Claude shipped with Cowork Artifacts but generating code for Generative UI is the wrong architecture Wasteful: A single dashboard costs 2k boilterplate React/HTML tokens before any meaningful pixel is streamed Inconsistent: Two dashboards generated 5 mins apart don't feel like the same product. No design system. No shared components. Every output is a one off Security Liability: Today its a single-user sandboxed demo. But real software has shared dashboards, team views, embedded reports - LLM generated code for one user running in another user's session. Sandboxed or not, that's OWASP LLM05 territory. Multi-surface: A dashboard generated for desktop never works reliably on mobile. Want to render it on an iPhone? Your only option is an iframe. Yuck. Unstreamable: Partial code is extremely hard to stream meaningfully. What you get is hundreds of chunks of broken renders that flash and flicker. That's not progressive UI - that's broken UX. Code generation is a great starting point. It's not a production architecture. Generative UI in production needs an abstraction layer. The model describes intent. The renderer owns the pixels. Everything else is a liability.

When I said that AI enabled hardware was coming for everything I really meant EVERYTHING. The good, the bad and the ugly in the same way that IoT did.

Anytime I go to a #Tesla showroom I stop and stare at this beauty for a bit too long

Still need to pinch myself sometimes: We’ve raised $4.600.000 pre-seed with Schematik. It's time to make hardware less hard :)