Product at @stripe, ex-@ycombinator, Free e-sign useinkless.com
Joined October 2010
- Tweets 5,602
- Following 784
- Followers 9,163
- Likes 13,285
528 Photos and videos
Jun 11
In the span of 3 months, SanDisk is my best performing stock pick in 2026. And it's not even close.
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Jun 11
Between game 4 and Fable, there's too much hype on the timeline and it's amazing.
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Jun 7
I'm trying to cook a pizza in the oven but the box says to cook it for "15-20 minutes".
How do I cook a pizza for negative 5 minutes?
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Jun 6
Imagine telling someone from the 1800s that Google would pay SpaceX almost a billion a month for sand that thinks.
They'd look at you like you were crazy.
Google to pay SpaceX $920 million a month for compute capacity at xAI data centers, per CNBC
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Jun 5
I was once pitching a top VC firm for our $3M seed round coming out of YC Demo Day.
Tail end of COVID, so everything was on Zoom.
Partner meeting. No associate. Already unusual.
The partner joined right on time. Let me into the waiting room immediately.
I started sharing my deck.
He was engaged. Asked thoughtful questions. Clearly understood the market. Pushed where it made sense. Listened when I didn’t have perfect answers.
At one point I said, “We’re not sure yet, but this is how we plan to figure it out.”
He was not fazed.
The meeting ended exactly on time. No weird power move. No fake emergency. No “circle back.” No associate materializing afterward to ask the same questions again.
He just said, “We’ll get you a decision soon.”
I fully expected to never hear from him again.
This is the crazy part.
He actually followed up. Said he wanted to invest. We shook hands, signed a SAFE, and he wired the money.
That was it.
No ghosting. No weird negging. No performative partner theater. No one fell asleep.
Just a respectful process with a clear yes.
2022 fundraising hit different.
Jun 2
I was once pitching in a board room at a top 3 VC firm for a $15M Series A.
12 people in the meeting. One of the GPs fully fell asleep. Out cold for 30 minutes. Nobody acknowledged it. Everyone just kept going.
I kept presenting my Series A slides to an unconscious man in a Herman Miller chair and somehow that was considered normal. That's venture capital.
You might fly across the country to perform for people who may or may not be conscious.
It's a dance.
And sometimes you lead and sometimes you follow and sometimes your partner is unconscious.
If you're raising right now, just know: every founder has a story like this. The process is weird. The power dynamic is weird. You're not crazy for thinking it's weird.
No one talks about it because they want to continue raising. But I'm happy to stick my neck out there.
It is weird.
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Jun 3
This is so crazy that this spam caller was able to spoof the Google name.
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Jun 1
This is such a dangerous precedent.
If you allow kids to stay up past their bedtimes to watch the Knicks game, you will inadvertently create Knicks fans. This is dangerous because becoming a Knicks fan has well known side effects like depression, high blood pressure, and stress.
Today, I signed an Executive Order temporarily repealing bedtimes in the City of New York so that kids of all ages can watch our team in the NBA Finals.
As Mayor, you’re forced to make many difficult decisions. This was not one of them.
Go Knicks.
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May 31
My CEO asking LLMs to explain city tree density while I ask LLMs to explain dank memes.
We are built differently.
May 30
Every time I fly to New York, I'm struck by how many trees there are in the densely-populated areas around the city. (Coming from the West Coast, one arrives over the Garden State, and the suitability of the sobriquet is quite apparent from the air.) It feels like this degree of tree cover in highly populated areas is atypical (the environs of places like Paris, London, Los Angeles, Melbourne, Tokyo, etc., look very different), so I asked the LLM to investigate.
It found GHSL 2020 population and ESA WorldCover 2021 10m land-cover data, and concluded that New York is in fact quite unusual.
As far as I can tell, it's because of some combination of:
* A very favorable climate. (Trees grow quickly without irrigation.)
* Marginal farmland. (Readily outcompeted by the Midwest in the 19th century.)
* Together yielding reforestation before the advent of suburbs.
* And a preference for development patterns that include trees. (Japan's climate is very hospitable, but one sees far fewer trees in the populated areas around the major cities -- forest and habitation are more disjoint.)
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May 30
This comment on a post from the VP of JIRA is unexpectedly hilarious.
(I have no opinion on JIRA the product, I just thought the comment on a place like LinkedIn was hilarious)
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May 29
VCs passed on Shopify early on because the TAM looked tiny (~40k-50k online stores at the time). @tobi's insight was that the small market existed because of high friction in setting up and running an online store. By removing that friction, Shopify massively expanded the TAM.
May 29
What's Athropic's coding TAM? The company's at ~$50b ARR, and my understanding is that most of their revenue is from developers that spend ~$5k/yr on avg.
Given there are ~20m professional developers globally, does this mean's Anthropic's revenue only has 2x-3x upside from here?
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May 29
It is used to be spending on ads would strongly correlate with increase in revenue. Is it the same now with tokens?
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May 28
The problem with this argument is that your competitors are increasing their productivity and not taking the time off, meaning they surpass you.
I would love a day off. But I love beating my competitors more.
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May 25
"Forgive me Claude for I have sinned"
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May 25
still consumes a lot of tokens... my first prompt today.
May 25
We heard concerns that Antigravity consumes many tokens for simple tasks now. So, we're adding Gemini 3.5 Flash (Low) as a way to optimize token usage for these tasks. In our internal testing, it generates around 45% fewer tokens than Gemini 3.5 Flash (Medium) and generally outperforms Gemini 3 Flash (High) on SWE tasks.
We've also gone ahead and reset Gemini quota across all paid plans to make sure you have all the tokens needed to build for the next week 🙂
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May 25
In a future where we have AGI, does the harness still matter? 🤔
The harness matters more than the model.
Models have gotten really good. Great reasoning, large context windows, better instruction following.
But, what makes *use* of those capabilities is actually the harness. It's what provides tools, memory, skills and context to the model.
ChatGPT is a harness. Claude Cowork is a harness.
Without the harness, the model is just an engine with no car. You don't get anywhere.
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