Eng @phantom. EX: Eng @coinbase @apple @facebook. โ˜˜๏ธ ๐Ÿ  ๐Ÿ‡บ๐Ÿ‡ธ

Joined August 2009
1,158 Photos and videos
Itโ€™s easier to be a marketer with AI than an engineer without distribution. The 2010s startup playbook was learn to code; the 2020s playbook is learn distribution. With AI building is cheap but attention is still expensive.
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This is such a fun idea. I love that the Cash App took a popular trend and made a magic moment out of it.
the cash app card took one of the most boring objects in your pocket and made it something people actually wanted to show off. materials, colors, personalization, the whole thing turned a payment card into a fashionable object. visible, social, personal, and weirdly lovable. but even the best card has a problem: it still lives in your wallet. tucked away, hidden, withering away. so we freed it. today weโ€™re introducing Cash App Tags, nfc-enabled physical payment accessories that live outside your wallet, out in the world. the first tag is a wand, because tapping to pay should feel a little more like magic. not to worry, more forms coming throughout the summer.
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May 27
Inserted the Ferrari Luce vs Nissan Leaf comparison into the meme format!
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Not a car guy but I think the new electric Ferrari looks relentlessly bland for a car that costs > $100k. Might I submit instead Hyundais retro future vision for an electric car. This is something Iโ€™d want to buy.
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May 27
Inserted the Ferrari Luce vs Nissan Leaf comparison into the meme format!
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Uh oh, seems like OpenAI finance might be a bit sloppy. This was the case when I used perplexity finance, trying to get it to send me a weekly report on my stock portfolio resulted in slop (factual errors, html errors). Still seems like theirs room for a focused product that just works.
the personal finance product openai launched is actually one of the worst personal finance tools iโ€™ve ever used in my entire life. borderline hazardous for people with low financial literacy to be using i had chatgpt tell me everything it messed up:
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Still going to give it a go as I like OpenAIโ€™s models. Will report back if it sucks or not once I gain access.
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POV: your once red hot SaaS company with a per seat pricing model just discovered AI agents after growth flattened, and now youโ€™re rebranding as the โ€œsystem of record for agentsโ€ and โ€œagent orchestration layerโ€ to survive the Series E board meeting in 2026.
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Feels like crypto jobs right now are a flight to quality. There are only a handful of companies doing genuinely interesting work with real upside. Everything else feels increasingly commoditized or a solution in search of a problem.
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That being said, if you get in the door of one of those companies, you are gonna learn a lot and be working with some awesome people.
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This cycle is a more intense version of previous ones. Hence why many people churn out of SF when they hit a big pay day. That being said, nothing like moving to SF for a tour of duty to accelerate your career.
May 16
The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen. Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders - have hit retirement wealth of well above $20M (back of the envelope AI estimation). Everyone outside that group feels like they can work their well-paying (but <$500k) job for their whole life and never get there. Worse yet, layoffs are in full swing. Many software engineers feel like their life's skill is no longer useful. The day to day role of most jobs has changed overnight with AI. As a result, 1. The corporate ladder looks like the wrong building to climb. Everyone's trying to align with a new set of career "paths": should I be a founder? Is it too late to join Anthropic / OpenAI? should I get into AI? what company stock will 10x next? People are demanding higher salaries and switching jobs more and more. 2. Thereโ€™s a deep malaise about work (and its future). Why even work at all for โ€œpeanutsโ€? Will my job even exist in a few years? Many feel helpless. You hear the โ€œpermanent underclassโ€ conversation a lot, esp from young people. It's hard to focus on doing good work when you think "man, if I joined Anthropic 2yrs ago, I could retire" 3. The mid to late middle managers feel paralyzed. Many have families and don't feel like they have the energy or network to just "start a company". They don't particularly have any AI skills. They see the writing on the wall: middle management is being hollowed out in many companies. 4. The rich arenโ€™t particularly happy either. No one is shedding tears for them (and rightfully so). But those who have "made it" experience a profound lack of purpose too. Some have gone from <$150k to >$50M in a few years with no ramp. It flips your life plans upside down. For some, comparison is the thief of joy. For some, they escape to NYC to "live life". For others still, they start companies "just cuz", often to win status points. They never imagined that by age 30, they'd be set. I once asked a post-economic founder friend why they didn't just sell the co and they said "and do what? right now, everyone wants to talk to me. if i sell, I will only have money." I understand that many reading this scoff at the champagne problems of the valley. Society is warped in this tech bubble. What is often well-off anywhere else in the world is bang average here. Unlike many other places, tenure, intelligence and hard work can be loosely correlated with outcomes in the Bay. Living through a societally transformative gold rush in that environment can be paralyzing. "Am I in the right place? Should I move? Is there time still left? Am I gonna make it?" It psychologically torments many who have moved here in search of "success". Ironically, a frequent side effect of this torment is to spin up the very products making everyone rich in hopes that you too can vibecode your path to economic enlightenment.
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A preview for Pro users: a new personal finance experience in ChatGPT. Pro users in the U.S. can securely connect financial accounts, see where their money is going, and ask questions based on the information they choose to connect. Your full financial picture, now in ChatGPT.
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Feels like weโ€™re in the middle of the great AI repricing: supply chain attacks via open source slop PR overload, job compaction where PM EM IC collapse into one role, and company repricing as leverage shifts. Content marketing is increasingly just slop.
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The companies best positioned to capture value from the sell the work narrative around AI are the foundation models (OpenAI/Anthropic). They already live within your VPS & you are already paying them a fortune. Lots of SaaS is gonna be rebuilt and vertically integrated for agents.
Anthropic CPO leaves Figmaโ€™s board after reports he will offer a competing product techcrunch.com/2026/04/16/anโ€ฆ
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I suspect the problem isnโ€™t just a lack of software talent but overcoming political inertia at non tech S&P500 cos. AI lowers the cost of building software, but it doesnโ€™t lower the cost of navigating internal fiefdoms or stupid processes.
Suspect "AI means fewer software jobs" is totally backwards. Most companies in the S&P500 would love to build their own software but have no suitable internal talent. There'll definitely be cross-company migration, but we may be still supply-constrained in software engineering.
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