Is someone working on keeping @airtable connected to @ChatGPTapp, or do we need to build agents to reauthenticate daily?

Landman for data centers - waiting for Taylor Sheridan

California⛽️

When they ask what my macro framework is:

"Compute is revenue" cnbc.com/video/2026/05/21/nv…

I’m fully forward deployed engineering pilled specifically because AI simply is not the same as software. In software, you deliver a stable piece of technology to a customer and they adopt it and that’s that (extreme over simplification). In AI, you’re delivering something that is constantly evolving both due to the nature of the new capabilities and best practices that emerge, but also because the underlying models change so much that they can meaningfully change the workflow as a result of their upgrades. For this reason it’s far more logical that one vendor can share best practices across thousands of companies more efficiently than every single company can learn and manage these best practices themselves. Further, the learnings from those customers should go right back into the core product as a result. As we go from chat systems to anyone can relatively easily adopt to agentic systems that require more meaningful efforts to manage and update, the FDE model (or equivalent) essentially becomes a core competency for anyone deploying AI at scale.

Prediction markets aren't capturing enough long tail risk because people have incentive to make them happen

Mythos appears to be the first class of models trained at scale on Blackwells. Then will be Vera Rubins. Pre-training isn't saturated. RL works. And there is *so much* computing coming online soon. Buckle your chin strips. It's going to be fucking wild.

Bitcoin’s quantum problem will have to wait

If you invested $10,000 in Filecoin $FIL in 5 years ago today, you would have $47 today. That would be enough to buy a 10TB hard drive and store your own data like a normal human being.

Interesting week in fintech. A few that stood out: @PayPayOfficial IPO at ~$10.7B — SoftBank's Japanese mobile payments bet finally going public. @silverflow $40M Series B for cloud-native payments infrastructure. PactFi $25M Series A - Private credit infra play. Everyone's building plumbing for alternatives right now. Quieter ones that stood out: Denki $4.1M - AI audit automation out of YC, led by Base10 Finperks $4M pre-seed - "Stripe for prepaid" from Berlin. Motive Partners backing it early. Utexo $7.5M seed - Bitcoin-native execution and settlement layer for stablecoin payments, led by Tether. Is private credit infra the new payments infra?

Personal finance is an extremely obvious and accessible use case today, but will be made better by real time connectivity to accounts. Access to intelligent financial advice will be one click away (and close to if not free)!

Is SaaS the new oil?

Let’s go Real Food!

I answer about a dozen or so emails every week from students and early stage founders. One of the most common red flags I see are people who want to be a founder for the sake of it and are chasing ideas or guessing. It's so common I have a canned response. Here it is: (Starting the canned response here) I’m sorry to say it sounds like you’re searching for an idea. Or, you have a solution in need of a problem. Or, you just like the idea of being a founder (for whatever reason). This isn’t what you want to hear, but go get a job and work for awhile. If you have a solution that needs market validation, then work in the industry that you think that market exists. Immerse yourself in some industry, it really doesn’t matter what one, because they’re all so filled with problems that need to be solved that you can choose anything. It only takes one or two years. Then your problem isn’t going to be wondering “is this a good idea?” “What is a good idea?” Etc. The problem is going to be: which of these 10 obviously good ideas won’t be solved unless I do it, and which do I want to spend the next 10 years of my life working on? That’s the real hard question. Remember, the key questions a VC is going to ask you and you should ask yourself is: “Why this? Why now? Why you?” You should have full confidence in all of them. The easy part is confidence in all of them. Then the hard part is executing fast enough and hoping the market moves with you with external factors that are mostly out of your control. :) Don’t search for an idea. Let one come to you. Go get a job. I’m sorry to tell you that, but it’s the advice I think you need to hear. Like I said, it won’t take long, one or two years or so. But that one or two years of working is going to save you more years of your life most likely wasting your time on the easy part (finding the idea). Plus, you’ll get paid for it.