Zepto’s just filed to go public in India for ~$7-10B! All in just 5yrs by 2 Stanford dropouts. What an absolutely incredible story! Last year, — Revenue 2x’d to ~$2.4B — Loss margins halved (-26%), looks like a path to profitability — ~50M users and rev/user growing Thats the scale and market cap of Swiggy, which had a 8yr head start, in half the time. Zomato, with a 13yr head start, is at $24B. Looks like 10min grocery delivery is here to stay.

Big protein is trying to hide something

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Video shows a car accident in Kuwait City as missiles flew overhead. Kuwait’s military said it intercepted incoming drones and missiles after Iran launched attacks targeting US installations in Kuwait and Bahrain.

Ferrari just unveiled its first EV, Luce, designed by Jony Ive. And this is how you charge it💀

“Where does everyone get the money?” I had coffee this week with a smart guy. Good job. Good income. Normal guy. Halfway through the conversation, he put down his (overpriced) cappuccino and said something a lot of people are thinking but are too embarrassed to say out loud: Tom, I feel like I am the loser. My feed is full of people buying investment properties, flying to luxury resorts, upgrading cars, posting rooftop dinners, perfect vacations, perfect kitchens, perfect lives. And me? I am trying to figure out if we can afford soccer practice for the kids this month. Where is everyone getting the money? Here is the answer most people do not want to hear. A lot of them are not rich. They are leveraged. The shiny new car in the driveway? Loan. The luxury vacation? Credit card debt. The perfect house? Massive mortgage hiding behind granite countertops. The designer lifestyle? Monthly payments. A lot of people are not winning. They are acting and performing. Real wealth in 2026 is not the newest car. Real wealth is sleeping at night. Real wealth is not being owned by the bank. Real wealth is having cash flow, discipline, investments, and zero need to impress strangers on Instagram. Get out of the fake rich Olympics. Build quiet wealth. That is the cheat code.

this was probably my favorite read on AI this year. kudos to Dan for writing it his core point: more AI = more work for humans, not less this seems to be universally true: AI is helping everyone get more done, but me and everyone i know is working more than ever, not less here's why that's happening: 1. AI is really good at the stuff humans used to be good at. writing, coding, design, research. it can do all of it now, fast and cheap 2. so everyone starts using it. the person in customer support is shipping code. the engineer is writing blog posts. the marketer is making videos. way more stuff gets made 3. but everyone is using the same AI. so the stuff it makes all starts to look the same 4. when everything looks the same, people get bored of it. they can smell it a mile away. it becomes worthless 5. so now what's valuable is the opposite. stuff that doesn't look like everything else. stuff that's actually good. stuff that fits the exact moment 6. and the only one who can do that is a human who knows what they're doing. someone who can look at what the AI made and say "this part is good, this part is bad, do it again like this" 7. that human now has way more work to do than before. because the AI is making 10x more stuff, and all of it needs a human to make it actually good you can see this play out every time a new AI model drops. people panic that the jobs are gone. but the same thing happens every time. the AI gets really good at the part of the job that used to be hard. that part becomes easy and cheap. and the humans who used to do it move up to a new harder part the AI can't do yet example: writing a decent blog post used to be a skill. now AI can do it in 10 seconds. so the human job moved up a level. now the skill is knowing which blog post to write, who it's for, and whether the one the AI wrote is actually any good the bar keeps moving up. the humans keep moving with it even when AGI shows up, someone still has to tell it what to work on and check if the work is any good the easiest way to see why is to think about a toddler for a second. a toddler can't write code, can't summarize a spreadsheet, can't pass a single benchmark. the AI beats him at everything but the toddler wants stuff. he wants to poke the balloon with a fork. he wants to see if you'll laugh when he throws his food. he comes up with his own little experiments all day long the AI doesn't want anything. it just sits there until someone tells it what to do that gap doesn't close. the AI can do the work. but a human still has to be the one who wants something done in the first place, and who decides if what came back is actually what they wanted at Every (Dan's company), they've automated everything they possibly can. and they have more human work to do than ever. that's the proof the people who win this are the ones who get good at directing the AI. > telling it what to work on > checking if the work is any good > and pointing it at problems nobody has figured out how to solve yet that's the new skill. not doing the work yourself, but rather knowing what work is worth doing and whether the AI actually did it well read the full piece, it's worth it

continuing my HTML era, I had so much fun talking with Claire at Code w/ Claude about staying in the loop with long running agents

Dune is such a good story. Like if you've seen the movies you don't even know. The movies are bastardizations of the STARTING POINT of how nuts things get in dune. How about a 12 year old child merging with sand worm larvae to become an immortal with access to been gessarit generational memory of all of human history? How about technological advancements so cutting edge that they cut off prescience itself? How about reincarnating your flesh in living birthing tanks and then awakening your memories so you're actually just immortal? God damn Dune is fucking cool. It's not grimdark, it's more psychotechno with a religious flare. So fucking cool. The gene gessarit are super human genius prescient visionaries with big mommy milkers and genetics so finely tuned that the Lady Jessica and a witch 6000 years later look identical, and also have the memories of Jessica and every other witch to recall. Paul is a whiney bitch compared to Leto II. And it's not really about the action, it's about the implications politics and schemes. This is why Frank writes about the doctors betrayal in the first chapters. It's not about plot twists. The fun is scheming with all parties involved. It's basically Star Trek but if it were actually cool and about brutal realism, human natural law and genetic preservation instead of rainbows and unicorns space communism.