Every founder needs hire their own Wags sooner than they think.

On an iconic night at MSG, this was the most iconic moment. GIVE THE SHAOLIN THEIR FLOWERS

Spurs found out that the Wu Tang Clan is indeed nothing to fuck with.

BOOM *OpenAI Considers Drastic Price Cuts, Anticipating Costly War For Users With Anthropic -- WSJ

In the midst of all the IPO talk, important to look at what the banks do not what they say.

Spurs are cooked.

I’m flattered :) only a few years late, friends

In typical fashion, hollywood and wall street are years behind tech and silicon valley. @mmlightcap can probably teach these folks a few things, if she's feeling generous :)

Over the past two years I've talked to hundreds of mid-market CPG companies. In all that time, maybe 3 had someone formally responsible for AI. In the last 6–8 weeks alone, I've met 12 more — dedicated hires, AI committees, formal evaluation processes. The easy read is that CPG finally got interested in technology. I hate that. As someone that has spent 25 years years in CPG, outsiders always misunderstand the industry and the people who move it forward. I think the interest was always there. These teams have wanted better tools for years. The blocker was the technology itself. For two decades, software built for this industry was poorly designed, demanded massive behavior change, and was rarely purpose-built for how CPG actually operates. Every implementation was a fight against the tool. So teams did the rational thing: they stuck with spreadsheets and email. AI-native solutions are breaking that pattern. They meet teams in the workflows they already have instead of forcing new ones. The adoption cost finally dropped below the value.

This sounds like our thesis for investing in @otter_ai 6 or 7 years ago...

RT @toly: In 10 years 90% of the jobs will be monitoring agents to make sure they are still on fable and not 4.8

And now we also know who doesnt care about running books on the OAI IPO...

i look forward to our chinese brothers liberating the knowledge from within fable-5 and selling it to me at 5% the cost & 2x the speed

Emerging Fund managers: Institutional LP managers have very little skin in the game. They optimise for not getting fired. Instead of worrying: ‘what will future institutional LPs think if we break our ownership target to get into an amazing company’ Think: ‘What will real LPs think if I have missed a generational company because I wanted to meet ownership targets set by NPCs looking to optimise for median returns because they don’t want to get fired’.

stripe should’ve gone public in 2016 and started acquiring startups like google and fb did early on they should’ve acquired mercury, ramp, & plaid at the very least generational missed opportunity

Very important point: SoftBank was pledging *all* of its OpenAI stock (worth $60bn on paper) to get a $6 billion margin loan. Banks turned it down due to concerns about the value of OpenAI stock. Banks clearly do not think OpenAI is worth $852 billion. tradingkey.com/analysis/stoc…

Can confirm..

> oh sick a 10billion dollar indian startup > it's 10 minute delivery with -25% margins