ƒ’(tech), finance, global macro, venture origination. קֹהֶלֶת

Joined June 2008
2,480 Photos and videos
Jun 11
Seinfeld is a flat circle.
Jun 11
The Spurs know how to TAKE the lead, they just don't know how to HOLD the lead. And that's really the most important part of the lead: the holding
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Jun 11
“"Freely they stood who stood. . .”
John Basinger, Who Memorized All 12 Books of ‘Paradise Lost,’ Dies at 92 nytimes.com/2026/06/09/arts/…
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Jun 10
Seinfeld did really write everything that’s to write.
man adopts polyphasic sleep schedule due to claude code usage limits
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29 Aug 2016
Winston Churchill said it best.
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Jun 7
Every square inch that remains is worth more, because it’s load-bearing for an ever-larger edifice of cheap codified capability.
Jun 6
in the war between ‘metis’ and ‘techne’, techne is winning, but in doing so radically increasing the value of all remaining metis
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3 Jan 2022
Harold Bloom reciting AE Housman's "Into the heart an air that kills." It is a poem he recites when Charlie Rose asks him what poem does he think will be in his heart when he draws his last breath. There is also on youtube a moving video of Peter Hitchens reciting the same poem.
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Jun 3
Direction of travel: slowly moving from one-shot prompting to persistent agents and memory. Persistency turns harness and data into appreciating assets.
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Jun 3
Writing code (mostly) stopped being the hard part. Metabolizing the throughput to production is. Infrastructure and harness become velocity moat, and hence, real leverage.
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So many interesting things in the world if you allow yourself to think and read sometimes metaphorically and sometimes quantitatively.
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May 31
W1K.
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May 19
Claude 2 didn’t hold back on Claude 1 but finished with a soft landing: “Still — perfectly typewriter-worthy. Frame it. The piece of paper is the artifact, not the prose.”​​​​​​​​​​​​​​​​ Understanding coming after the broken code is spot-on.
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May 19
Kicking off today’s @claudeai event in London with @bcherny and team.
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May 6
SITUATION UPDATE: Anthropic’s pre-IPO implied valuation has surged to $1.2T, up 20% in 7 days and 900% since October 2025. If Anthropic IPOs at that valuation, it would be the 11th most valuable public company in the world.
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human-level intelligence has been achieved
NEW: Claude-powered coding agent reportedly deleted a company’s production database, and backups, in 9 seconds.
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Apr 22
Snow Leopard-era Aqua is the goated desktop design language.
Imagine if codex existed in 2012
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Par-3 stroll
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The Masters, 1999.
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These infrared photos of Augusta National are trippy.
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Apr 6
Let’s have a week!
It's here. Good morning from Masters Monday. #themasters
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Apr 5
Affleck’s very eloquent on the vector and transformer explanation — and super spot on the architectural constraint: no inherent capability for metabolic search and de novo creation. (x.com/apas/status/2027273414…) Think it’s his second viral AI panel segment.

“Craft is knowing how to start, art is knowing when to stop.” Ben Affleck dropping that on AI wasn’t expected, but it actually cuts straight to the point.
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