368 Photos and videos
The carpet in the international arrivals is horrendous: not only super old, but extremely dirty. Should be solveable
The World Cup is coming to Miami, & international visitors are about to get their first impression of the city through an airport that feels stuck in the past. Broken elevators and escalators, carpet straight out of the ’80s, & a customs area that’s a complete Mickey Mouse operation. For a city hosting one of the biggest events in the world, it’s pretty embarrassing. The worst part? Nobody seems to give a crap. @MayorDaniella
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Mark Crofton retweeted
Jun 15
Ivory Coast becomes the FIRST team in this World Cup to win whilst having LESS Bird species than their opposition! 😲
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Jun 11
Hate the commercials during water break. Unclear why a water break was necessary during a game with kick off temps of 75 F
Jun 11
Fox comes back late from its hydration break commercials. Unreal. Second break of the tournament and we're already missing live World Cup action.
Brutal and embarrassing.
nytimes.com/athletic/live-bl…
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Mark Crofton retweeted
Jun 11
Fox comes back late from its hydration break commercials. Unreal. Second break of the tournament and we're already missing live World Cup action.
Brutal and embarrassing.
nytimes.com/athletic/live-bl…
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Mark Crofton retweeted
Jun 11
We're hiring AI native, founder-energy engineers in Miami.
If you are interested in tilting the world in favor of homeowners, my DMs are open.
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Jun 11
Good for Argentina and it's fans, but this is a failure on FIFAs part
Jun 9
🚨 𝗕𝗥𝗘𝗔𝗞𝗜𝗡𝗚: Argentina remains the only team at the World Cup to have sold out all of their group-stage match tickets. 🇦🇷
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Mark Crofton retweeted
The more customers you visit in person,
The more customers you close.
The more revenue you retain.
And the more they buy from you.
As true in 2026, as true even with AI, as it ever was.
At least visit as many as you can
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Mark Crofton retweeted
May 28
We're hiring two AI-native SDRs in Miami. New grads encouraged. This may be the best way to get into Opendoor as a new grad.
You'll help countless homeowners get a real offers on their homes.
opendoor.com/careers/open-po…
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Mark Crofton retweeted
May 26
Germany is a sleeping giant of physical AI
everyone's been writing Germany off in the AI race because there's no German OpenAI and no big data center story.
but theres actually two AI races happening:
the first is software. chatbots, LLMs, data centers. US/China are winning that, not even close.
the second one is physical. robots that pick up boxes, weld cars, carry groceries, stack pallets.
and on this one Germany is one of the top contenders in the world
this stat might convince you (it convinced me):
Germany is 3rd in the world for robots per factory workers (449 robots per 10,000 human workers).
only South Korea (1,220) and Singapore (818) are ahead.
Japan is behind at 446. the US is all the way back at 307.
so Germany already runs more of its economy on robots than almost anywhere else on earth.
and the German companies building this next wave of physical AI are some global heavyweights.
a few worth knowing...
> Neura Robotics in Metzingen is building humanoid robots and raising €1B from Tether at a €4B valuation (this was March 2026). Volvo already in from an earlier round.
> Sereact in Stuttgart raised $110M in April 2026 to build the software brain that lets robots see and grab things. already runs 1 billion real-world picks for BMW, Mercedes, and Daimler Truck.
> Agile Robots in Munich was the worlds first robotics unicorn. revenue doubling yearly, around €200M now, heading for €1B.
>RobCo in Munich raised $100M in early 2026 at a ~$500M valuation. their robots learn new tasks by watching a worker do it once instead of getting programmed line by line. already pushing into the US and aimed at the small and mid-size factories that make up most of german industry.
> Fraunhofer (Germany's network of 76 applied research labs) built the evoBOT in the video below. self-balancing, two arms, carries 100kg of cargo, being tested at Munich Airport right now.
but why is Germany specifically well positioned for physical AI though?
three things stack on top of each other.
first, the factories. Germany has thousands of family-owned precision manufacturing shops that have been logging sensor data for decades.
that data is basically the training fuel for physical AI and almost nobody else has it at this depth.
second, the customers are already there in-country.
VW, BMW, Mercedes, Porsche, Bosch, Siemens. a robotics startup in Stuttgart can ship its first commercial deployment to a brand everyone recognizes in year one.
that's why Sereact's customer list reads like a german car show lol.
third, the engineer pipeline. Fraunhofer spins out companies like Agile Robots straight from its labs. KUKA built the first 6-axis electromechanical robot arm back in 1973. they've been doing this for 50 years.
so the chatbot race is mostly settled and Germany lost spectacularly
but the robot race is still early innings. and i think Germany's well positioned
This is evoBOT, a robot helper developed by Germany’s Fraunhofer Institute for Material Flow and Logistics.
It can grasp and carry goods to support cargo workers in transporting packages.
evoBOT can also move smoothly across uneven terrain, including bumpy surfaces and sloping ground.
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Mark Crofton retweeted
If you’re reluctant to ask someone to do part of their job
If it’s just easier to do it yourself
If you don’t want to argue when you ask
100% clear sign it’s time for someone new in that role
(AI or Human, that is less clear though)
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May 21
My favorite USMNT player of all time. Also winning goal at first MLS cup.
Can someone remind me why Eddie Pope never made to a European side??
Arguably our greatest CB ever…
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Mark Crofton retweeted
May 21
The world is getting warmer while our infrastructure gets older: a recipe for disasters.
We’re excited to announce Fund II: $85M for early stage investments in disaster resilience.
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Mark Crofton retweeted
May 14
An Argentinian TV show accidentally invited a urologist instead of a ufologist on and asked him about aliens.
“I’m a urologist, not a ufologist. It sounds similar, but it’s not the same.”
To be honest it sounds close enough to me.
x.com/nexta_tv/status/205494…
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Mark Crofton retweeted
Almost every important mistake I've made in the past 15 years has been due to lowering the hire bar
Directly or indirectly, it leads to chaos, slowdown, doubt, and confusing inputs
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Mark Crofton retweeted
24 Feb 2022
If sales seems easy, that means you have a very good sales team.
Sales is never easy
Take care of them.
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Mark Crofton retweeted
May 5
"The single most important thing for anybody wanting to break into any industry is go to the headquarters or cluster of that industry. Move to wherever that thing is. And all the advice that you can do anything from anywhere and everything's remote is all BS. With AI, 91 percent of private technology market cap is in the Bay Area. Ninety-one percent of the entire global set of AI market cap is all in one 10 by 10 area."
— Elad Gil
Listen to my interview with @eladgil:
tim.blog/2026/04/29/elad-gil…
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Mark Crofton retweeted
"$400M ARR growing 30% used to be great. It is not anymore.
In today’s market, the bar is much higher, you need to be on a path to $1B growing 40% to generate real outcomes.
Anything below that risks becoming a “good company” with a bad IPO." @jasonlk
Do you agree with this and how do you do think about it @parkerconrad @awxjack @chetanp @gradypb
Apr 30
This podcast will make you smarter than Leopold Aschenbrenner at an AI investing conference.
- Anthropic Raises $45BN but Falls Short on Compute
- Are OpenAI Back in the Game with GPT5.5 & Codex?
- Why Google is a Bigger Buy Than Ever Before
- China Blocks Manus $2BN Deal to Meta
- Thoma Bravo Hand Back Medallia Keys to Creditor
I sat down with @rodriscoll and @jasonlk and my notes below:
1. Why does Dario at Anthropic have such a hard job predicting the compute demands?
The capital intensity of building an AI leader is unprecedented; every $1 of run-rate revenue requires approximately $4 to $5 of CapEx to support it. A CEO must forecast demand two years in advance, which is incredibly risky. Underestimating demand leaves you with insufficient compute to serve users, while overestimating it results in billions of dollars in "stranded capacity".
2. What the public markets are getting wrong about the SaaS-pocalypse
The market currently believes specific coding vibes or models are the primary threat, but the true danger is what AI agents decide to pick. Agents will ultimately choose the vendors and LLMs for most workflows, rendering tools like project management software useless because agents have no need for them. Companies like OpenAI are racing to win the "agent wars" to ensure their APIs are the default choice for these autonomous systems.
3. Why Google is a mega-buy on the back of the Anthropic investment
Google is positioned as a primary winner because it benefits whether users choose Gemini or Anthropic. They possess "infinite capacity" compared to other players, allowing them to route compute surplus between their own needs and their various customers. This massive cash flow and infrastructure flexibility make them a "win-win-win" in the current AI arms race.
4. Multi-year contracts don't matter. Deferred churn is still churn.
Multi-year contracts are often a place where "mediocre" management hides to mask underlying business problems. While a customer might be locked into an eight-year cycle through standard upfront terms and renewals, they are essentially just taking that time to find a better enterprise solution. If a customer eventually leaves, the churn was merely deferred, and the terminal value of the company remains impacted.
5. What happens to the distributions from Manus? Do the investors have to give the money back?
When a regulatory body like China attempts to "unwind" an acquisition like Meta's purchase of Manus, there is a near-zero chance that venture investors will return the capital already distributed. The real pressure point is on the acquiring corporation and the technology itself, rather than the VC funds. Such rulings are primarily designed to prevent similar deals from occurring in the future.
6. The two great wars that no one is talking about
Two subtle but massive "battles" are currently unfolding: the US vs. China AI war and the resulting social dislocation. We are seeing a rise in "social unrest" expressed through billionaire taxes and penthouses taxes as layoffs from AI automation begin to impact the workforce. These themes of geopolitical competition and internal inequality will be the defining political stories of the decade.
(links below)
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Mark Crofton retweeted
Apr 22
If you feel like Anthropic is going after every enterprise software market and that the big SaaS enterprise platforms like Salesforce, ServiceNow and Workday are toast, you are wrong.
This simplistic thinking fundamentally misunderstands the difference between an AI Agent and the Enterprise Platform. Let me explain:
> An AI agent executes tasks. An enterprise platform defines, orchestrates, and gives the agent context to execute that task.
> An AI agent has access. An enterprise platform governs agent permissions.
> An AI agent can act. An enterprise platform can audit, control, and enforce.
> An AI agent may go rogue. An enterprise platform guarantees compliance deterministically.
> An AI agent is powerful in isolation. An enterprise platform is powerful in coordination across teams and business units.
Furthermore, an enterprise platform can be multi-model, multi-cloud, and multi-integration. It is future proof for the customer in a dynamic market.
CIOs buy Enterprise Platforms and will continue to do so, as long as those platform deeply integrate AI Agents within deterministic, governed, auditable, business processes.
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Mark Crofton retweeted
Apr 14
@The picture that emerges from all of this information is one of concentration of wealth: Higher earners are moving here, lower-wage workers are leaving and the population as a whole has started to shrink. That’s not good for a community’s long-term economic health."
Read more at: miamiherald.com/opinion/edit…
Apr 14
Miami-Dade is losing residents, and gaining a dangerous kind of ‘success’ | Opinion miamiherald.com/opinion/edit…
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