Engineering and security fiend, CEO @havocshield. @Techstars Chicago 2020. Please send coffee. Tweets are sometimes @frank and always my @own.

Joined December 2008
105 Photos and videos
Can't wait to see the very predictable news of this place getting absolutely stomped by vandalism and closing.
Trump Tower has landed its 1st riverfront retail tenant after 17 years of vacancy. blockclubchi.co/49xlNc7
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Brian Fritton retweeted
The fallacy of this is that more creates more. More hours, more hiring, more something. And it is true in a sense. If you put in more work, more work will happen. But I think for most startups, the leverage is really in how differently you approach the problem, how well you cultivate your team, and the strategy. Any large company can outspend you on hours. They have thousands or tens of thousands more people, spending more hours. If hours worked were the metric, every large company and government organization would always win and do the best work. More hours, better output. This thinking is often representative of younger founders, where the startup becomes their identity and life. They have a hard time doing anything else, and cannot understand that your work is not the person that is you. But activities outside of work can grow you as a person too and make you do better work. I’ve never worked this way. As a designer, I always saw the need to take a step back, to take a break. At times, I might work 12 hours or 16 hours, or whatever amount was needed, but it wasn’t the norm. You just can't grind design, you need inspiration. But taking that step away from the work, would give me more perspective, inspiration and I could approach the problem differently or I could just see the solution. Grinding is never good for any creative problem, and startups or creating new products are often mostly about creative problem solving. Grinding works ok for email jobs, or where you just executing on very clear playbook. With Linear, we’ve never worked this way. We work reasonable hours, 5 days a week. All of us founders have families. Many of our employees have families. I personally stop every evening, spend time with the family, cook dinner for the family, eat dinner together, and focus on things outside of work. Sometimes I work in the late evenings or weekends, but to me the pride is that I don’t need to. Company should be succesful without it. My goal is to build a company that is sustainable in the long term, and doesn’t require heroics or personal sacrifices every single day. There are times when our team is heroic. Launches, incidents, some other work that just needs to be done. They will work late into the night because they know it is the right thing. But we don’t require that every day or every week, and the more this happens, the more I think it is a failure of our company and leadership. The team and the leaders should always keep a reserve to use when something is needed. Our thinking was also that quality, which we value, doesn’t emerge from working more or stressing people more. It emerges when you create the conditions for it to emerge. Often it is the appreciation, space, time, and how the person feels. A person who is rested will do better work. I wouldn’t attribute much of our success to working a lot. The success came from having clear thinking, ideas, and focus to do the right things. I sometimes wish we could move the culture more toward a Zen master. Real mastery is not exerting the most effort. It is achieving the outcome with the least necessary effort.
"If you are not working 7 days per week, you are going to lose". Corgi Insurance is the most intense workplace culture in startups. - The company works 7 days per week. - Founder (@nico_laqua) lives and sleeps in the office. - He built a cafe in the office because there was no local cafe that was open 24/7. - 2/3 of the first 30 team members have the Corgi logo as a tattoo. Today I went behind the scenes with Nico, who has used this culture to scale the company to a $2.6BN valuation in just two years. My condensed notes below: 1. If You Are Not Working 7 Days Per Week, You Are Going to Lose: Whatever you can get done in 5 days, you'll get more done in 6 and 7. If you are trying to solve the world’s hardest problems, a standard 5-day workweek will not cut it. 2. Work Trials Repel the Mediocre: Corgi forces candidates into mock work trials over the weekend. If seeing a full office on a Saturday scares them, they don't belong. True intensity acts as a natural filter to attract killers and repel clock-watchers. 3. Lead from the Front Lines You can’t demand 7-day weeks while sitting on a yacht. Nico sleeps 3–4 hours a night on a mattress inside the office. If you want your troops to bleed, you have to be in the trenches with them. 4. Culture Only Means One Thing: Winning Forget superficial jargon like "hackers" or "ex-founders." Strip away the corporate fluff. A great startup culture is aggressively optimized around one single word: Winning. 5. Lifespan vs. Victories Building something world-historic requires radical sacrifice. When asked if he'd rather build a trillion-dollar company and die at 50, or fail and live to 80, the answer was easy. "I would rather measure my lifespan in victories." 6. Reject the Comfort of "Quiet Quitting." If you are operating in a hyper-growth environment and your days off happen to be Saturday and Sunday every single week, you are quiet quitting. To win, you must deliberately bypass the off-ramps of personal comfort and low volatility. Corgi isn't for everyone—and that’s exactly the point.
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May 20
software engineering in 2026: - your package manager is compromised - your cloud provider blocks your account - github itself is hacked software is solved
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President Obama on Iran: “We pulled it off without firing a missile. We got 97% of their enriched uranium out. There’s no dispute that it worked and we didn’t have to kill a whole bunch of people or shut down the Strait of Hormuz”
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I think @stripe just mass produced a business model for every AI startup on earth and increased their TAM exponentially. Customer buys a shirt for $40, Stripe takes 2.9% 30 cents. It's a simple formula, but token billing is completely different. AI costs are variable. They shift by model, by provider, by week. A startup using Claude for 40% of inference and GPT-4o for 60% has a blended cost structure that changes every time Anthropic or OpenAI adjusts pricing... which is constantly. Stripe is now ingesting those real-time model prices, applying the startup's target markup, metering per-customer usage, and generating the invoice automatically. That's constructing unit economics at a scale and complexity far beyond anything in traditional payments. And the data asset being created by them is a massive moat. OpenAI knows what OpenAI charges, and Anthropic knows what Anthropic charges. But Stripe will know what every model charges, what every startup pays, what every startup marks up, and what every end customer actually consumes. But the gateway is where this gets really interesting. Stripe's AI gateway routes inference, returns the response, and attributes tokens to the customer in one API call. Today it's "pick the best model." Tomorrow it's "Stripe recommends the model that optimizes your target margin across 12 providers in real time." The moment that recommendation engine turns on, model providers start competing on Stripe's terms. Pricing power inverts from provider to platform. This is AWS turned sideways (or i guess diagonally). Amazon didn't build apps... they built the infrastructure every app depended on, then used the data to optimize the infrastructure itself. Stripe is running the same playbook on AI economics instead of AI compute. I truly believe that token billing will make Stripe the most strategically important company in tech that doesn't train a model.
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As someone who usually disagrees with @DarioAmodei, I gotta give him *major* props for this one. “If you believe you have the right to force me—use your guns openly. I will not help you to disguise the nature of your action." This is what Hank Rearden, the steel magnate from Ayn Rand’s Atlas Shrugged, tells the government after disobeying its command to run his business in a manner contrary to his conscience. Amodei channeled Rearden’s spirit in a letter refusing to remove safeguards from Claude, as requested by the War Department.
Feb 27
The CEO of Anthropic penned a public letter explaining the danger of the Defense Department's request to remove certain constraints from Claude, and refusing them outright. reason.com/2026/02/27/anthro…
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Outside Anthropic's office in SF... intense moment!
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Zoning has been a scam. @JBPritzker just came out swinging. The suburbs have weaponized single-family zoning, parking minimums and permit BS to keep density out The BUILD plan JB just introduced is the first real answer: - Multi-unit housing on most residential lots, by right ≤2,500 sq ft: 1 unit 2,500–5,000 sq ft: up to 4 units 5,000–7,500 sq ft: up to 6 units 7,500 sq ft: up to 8 units - ADUs legal everywhere statewide, no more local bans - Towns that take their sweet time with permits can lose control of the process - Parking minimums killed for middle housing - Impact fees standardized so towns can't price-out what they don't want built The next step is the General Assembly. Specific thresholds are still being negotiated, which means this is where it gets gutted if we're not paying attention. The NIMBY's are going to come out strong, we need to fight back.
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A very insightful interview with an $MSFT employee who works on Copilot on the SaaS disruption debate: 1. According to him, AI doesn't eliminate software value; it redistributes it. He thinks the recent declines in software share prices due to AI risk are partially justified, as it can compress margins, lower switching costs, and shift value from the application layer to the platform or maybe even the model layer. He thinks companies with strong proprietary data, deep workflow integration, and AI execution capability are more likely to expand value rather than lose it. 2. He gives a good example of value for a SaaS provider. The advantage isn't that we host your data, it's that we see patterns like no single customer can see, explaining the value of pattern intelligence across millions of records. He also thinks that in an AI world, owning where revenue decisions happen may be more valuable than owning where attention happens. 3. If SaaS gross margins move from 85% down to 50-60%, the math forces a redesign of the SaaS model. He thinks that if 20-30% of gross margin disappears, the most logical offset is sales and marketing efficiency. The industry will no longer look like the classic SaaS industry, but will more closely resemble an infrastructure economy. Not all players can sustain that 30% operating margin. 4. According to him, $MSFT's Satya always says we're going to have 1.3 billion agents by 2028. He thinks we are rapidly moving from AI that answers to a more agentic mode where AI does. The next 6-12 months are all about orchestration and enterprise control. He thinks the year won't be about AI getting smarter, but more about AI becoming more reliable and integrated into real business processes. 5. He thinks OpenAI and Anthropic realized they can't win enterprise adoption with a raw model alone. They're building distribution, partnerships, and verticalization layers to solve real workflows, not just offer a smart chatbot. The battle is shifting from model intelligence to deployment simplicity and ROI clarity. The winning formula is reducing friction between capabilities and a business outcome. Enterprise adoption accelerates when AI feels like a feature of the existing system and not a science experiment that's just bolted on the side. found on @AlphaSenseInc
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Replying to @WhiteHouse
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The science has not failed. What’s failed is the political will to protect. The understanding that vaccines are not a luxury, they’re infrastructure. That trust is not optional, it’s strategic. That public health is not a cost, it’s a national security asset. 13/
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Andrew Sullivan: "I do not care about the economy if the government in this country claims it can break down anyone's doors, seize anyone with no due process, put them on a plane, and send them to a foreign jail... The last person who did that in this country was called George III."
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20 Mar 2025
“This was literally a waste of our time,” a defense official said of the rushed effort to purge diversity content from DOD pages. “This does absolutely nothing to make us stronger, more lethal, better prepared.” cnn.com/2025/03/20/politics/…
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Elon Musk did 2 "Heil Hitler" Nazi salutes at the inauguration. Elon Musk claimed Hitler, Stalin, and Mao were not mass murderers. Elon Musk endorsed the Neo-Nazi AfD party in the German elections. If it walks like a Nazi and talks like a Nazi -- it's a Nazi.
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11 Mar 2025
If boycotting Tesla is making conservatives buy electric vehicles, I think liberals should start boycotting books next and see if MAGA accidentally discovers reading.
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Simple. Correct. Understandable.
10 Mar 2025
Republicans inherited one of the strongest stock markets in history and in 1 month they've fucked it all up.
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6 Mar 2025
Replying to @RepHageman @POTUS
The claim that Article II vests executive power solely in the President, preventing courts from limiting the duties of executive officials, is constitutionally incorrect and contradicted by established Supreme Court rulings. While Article II grants the President authority over the Executive Branch, it does not place executive actions beyond judicial review. Article III establishes the judiciary’s role in interpreting the law, and Marbury v. Madison (1803) confirmed that courts have the power to review executive actions to ensure they comply with the Constitution. In Youngstown Sheet & Tube Co. v. Sawyer (1952), the Supreme Court ruled that President Truman’s attempt to seize steel mills exceeded his authority, reinforcing that executive power must be derived from the Constitution or Congress. Similarly, United States v. Nixon (1974) held that executive privilege does not place the President above judicial oversight, requiring Nixon to comply with a subpoena. Additionally, Clinton v. Jones (1997) established that a sitting President is not immune from civil litigation for actions taken before office, further demonstrating that executive power is not absolute. These rulings make it clear that courts have the constitutional authority to review and limit the actions of executive officials when they exceed legal or constitutional boundaries.
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I have now lost count of how many DOGE "savings" turned out to be completely made up, but @elonmusk taking credit for contracts that ended during the BUSH ADMINISTRATION is still some impressive lying.
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