Michael W @HoopsTechMW

Most work conversations are now being recorded by default. You should probably assume that everything you say at work is getting recorded from here on out. What’s emerging is a new category of enterprise software, organized around voice instead of text. The system of record today is structured data: CRM entries, tickets, docs. But the highest-value context lives in conversation: the nuance on a customer call, the real argument in a product review, the offhand comment in a leadership meeting that quietly changes the roadmap. LLMs are uniquely good at taking that unstructured voice data and making it structured, searchable, and queryable. That’s a large enterprise opportunity, and we’re still early in understanding what the software layer looks like and who owns it. a16z GP David Haber on what AI recording means for the future of work: a16z.news/p/everything-i…

David Haber @dhaber

2 days ago

x.com/i/article/2064…

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return of the mac, lover of 9s, and token ballerina --the wonderful @markiewagner

Markie Wagner @markiewagner

2 days ago

Introducing @PoeticHQ: a new AI system that executes complex multi-hour tasks with 99%+ accuracy and 10x fewer tokens than agents. We raised $50M at $500M from Kleiner Perkins, Founders Fund, First Harmonic, and Genius Ventures to build AI that does complex work inside Fortune

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When I worked at Microsoft in the 2000s I used its business intelligence tools to answer questions, so I could blog about them like these. Damn, I wish I had this back then. Every AI analytics tool asks you to just trust the number. Mora shows you the SQL it wrote against your own schema, so you can verify every answer yourself. Ask a hard revenue question in plain English. Get a verified breakdown in seconds. Then tell it to build the dashboard. Start asking hard questions at mora.com @mora_HQ

Xavier Pladevall @pladevall

3 days ago

After chat and code, analytics is the biggest opportunity in AI and it's still completely untapped with our current tools. As founders, data scientists and operators we deserve something better. That's why today we're launching @morahq 👇🧵

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In 2023, we pivoted from a generalist fund to a thesis-driven AI and frontier firm. In the midst of this takeoff curve, it’s been wonderful and hard work with our founders, with many lessons and victories along the way. The good work continues, and today I’m excited to share our newest $355M fund! Thanks to @ychernova and @WSJ for writing about our new set of funds, our recent performance, and our renewed early stage mission at @KindredVentures. ☀️ wsj.com/pro/venture-ca…

Venture capital fund performance posts a steady rebound in early 2026, according to Crowdfund Insider research: buff.ly/cgWyFkp #VentureCapital

my man keeps ai research papers in his library legend @177pc

$ASTS: AST SpaceMobile today announced that the launch of the BlueBird 8, 9, and 10 satellites is currently scheduled for Wednesday, June 17, 2026, from Cape Canaveral, Florida, aboard a Falcon 9 rocket. Liftoff is targeted for 2:39 a.m. EDT with additional opportunities available until 4:15 a.m. The orbital launch mission will carry the next-generation satellites BlueBirds 8, 9, and 10, to support AST SpaceMobile’s growing commercial and government communications and non-communications capabilities, including space-based cellular broadband services: voice, data, and video to standard, unmodified smartphones everywhere. The BlueBird satellites will leverage AST SpaceMobile’s next-generation stackable satellite architecture, including advanced composite carbon structures designed to support efficient multi-satellite launches and accelerated constellation deployment. Combined with the company’s multi-provider launch strategy, the architecture is designed to provide flexibility in AST SpaceMobile’s deployment of its global constellation.

thoughtful.

Clifford Asness @CliffordAsness

5 days ago

As I read the constant stream of pundits explaining that stocks and bonds being positively correlated lately “destroys the idea of 60/40” or something like that, I think it’s a good time to remind everyone that bonds never mattered all that much in 60/40. Bonds, as almost

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"LLM cost until yesterday was our biggest cost as a company, more than payroll, which is kind of insane when you think about it." @Altimor, founder of @getlindy, explains why they switched from Anthropic to DeepSeek: "For 12 months, every time we tried an open source model we were like, 'Yep, it's bullshit.' But we kept saying, 'Let's not be disillusioned, we can feel that gap closing.'" "Four months ago I had a tweet saying, 'Those models are so bad.' Now, 'It's closed the gap and it's working. It's incredible.'" "You don't need God to write your email, at some point you tap out of intelligence, and if you can get those lower tiers for a tenth of the price, it would be foolish not to."

Flo Crivello @Altimor

a week ago

Pulled the trigger today and switched 100% of Lindy traffic to DeepSeek v4, churning from Anthropic models. Saves us millions of $ and we're actually seeing an *increase* in performance on many core use cases. Transformative for the business.

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Wait I thought stock buybacks used to be illegal?

The Idea Farm @TheIdeaFarm

a week ago

Charley Ellis wrote a book on stock buybacks 55 years ago. Don't miss Charley on The @MebFaber Show tomorrow

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Consumer sentiment is all time low since COVID It's well documented that during periods of economic stress, health & wellness do really well as people shift away from aspirational or status driven purchases. "I can't control the economy but I can control my body and my health." The decline is 100% real. If you are a health & wellness brand and killing it right now, I implore you to look longer term and prepare for the eventual whiplash. It will happen.

Colin McGuire @colinvmcguire

a week ago

Anyone who says things aren't in a fundamental decline is just trying to be cool online. Yes, there are always outliers. But we have enough data showing that platform value has declined significantly for most DTC advertisers.

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Fuck your brunch. We need to normalize vibe coding from bed on Thursday mornings.

🦔UC Berkeley's computer science department just posted its worst failure rates in years. 35.3% of CS 10 students got F's in spring 2026, up from under 10% in prior semesters. Professor Dan Garcia says the primary driver is a "vast increase in academic dishonesty" through LLMs. Students use AI to complete assignments, never learn the material, then fail exams. His office hours, once full, are now empty. My Take Companies are firing experienced engineers while the pipeline that produces new ones is being gutted by the same technology. Students use AI to bypass the hard part of learning, show up to exams without the understanding, and fail. One professor discovered a student's linear algebra class had an "open AI" policy for homework and exams. That student then couldn't do basic linear algebra in the next course. Both ends of the workforce are eroding at the same time. Senior engineers are getting cut to fund AI spending. Junior engineers are graduating without the skills because AI did their coursework. And the companies spending trillions on these tools haven't connected those two facts yet. Hedgie🤗

We’re going all in on World Models. Today we’re launching the 1X World Model Lab. The bet is simple: You can’t fine-tune your way to AGI. And you definitely can’t fine-tune your way to robots that can operate in the physical world. General-purpose humanoids need models that understand space, motion, objects, causality, affordances, physics, and action before they ever see a specific task. The frontier is not better VLA wrappers. The frontier is embodied world models. The 1X World Model Lab will focus on large-scale embodied world model pretraining: building the most generalizable foundation model for humanoid robots from the ground up. The next frontier in AI requires scaling: web-scale media + egocentric human videos + sim + dexterous remote operated robot data + on-policy NEO data → real-world deployment for robot data collection and RL → abundance of data → physical AI The robot collects data. The model gets better. The robot gets better. Repeat. To lead this, we brought in one of the best for the mission: @_sam_sinha_ , as Head of World Models. Sam was a founding research scientist at Luma AI and has been at the frontier of scaling multimodal generative video models his whole career. If you’re the best in the world at large-scale pretraining, video models, robotics, RL, infra, or data — and you want your models to move atoms, not just pixels — join us. Send background + evidence of exceptional ability to: [email protected] We’re building the model that makes autonomous labor real.

Total clutch points scored in the Playoffs since 2023: 144 - JALEN BRUNSON 84 - Shai Gilgeous-Alexander 69 - Nikola Jokić 65 - Jayson Tatum @jalenbrunson1 and New York have a 1-0 series lead in the NBA Finals!

THE YOUNG AND MIGHTY SPURS. Round 1: Portland (4–1) Round 2: Minnesota (4–2) Round 3: Oklahoma City (4–3) NBA Finals: New York (?) The 2nd-youngest team EVER to make the NBA Finals... Wemby and the Spurs are READY ahead of schedule!

NBA @NBA

a week ago

THE YOUNG SPURS HAVE ARRIVED 🔥 The Spurs are the SECOND-youngest team (average age: 25.06 years) in NBA history to reach the Finals, based on weighted Playoff playing time, trailing only the 1976-77 Trail Blazers! Tonight, San Antonio continues their quest for a sixth

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The memory of a goldfish... "betting against space" has often been the most rational approach until the last few years - why do you think Musk wanted to have "the first constellation not to go bankrupt"?

Space Investor @SpaceInvestor_D

a week ago

Jefferies is reportedly fielding interest from investors looking to bet against the stock and help pre-IPO holders flip shares, after they missing out on any SpaceX allocation. As if betting against space has ever been a winning strategy.

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What keeps @akothari up at night, despite the AI transformation that @NotionHQ has already gone through? "I feel like there is a real fight for survival. That fight for survival is what has allowed Notion to leave the SaaS boat and jump into the AI boat. We might be 99th percentile in the software bucket, but maybe 50th percentile in the AI one. We have to keep rethinking why Notion is in the mix in this new marketplace of products people use."

Thanks for the warm-up, @MichaelDell. 💚 We can't wait for you to see what we have planned for tomorrow.

Michael Dell 🇺🇸 @MichaelDell

2 weeks ago

We have the first @DellTech + @nvidia Vera Rubin NVL72 @CoreWeave. Here we go! 🚀

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The dominant story in AI has been the growing cloud: bigger clusters, larger models, more gigawatts. We believe the future is in the opposite direction: on-device inference, smaller models, watts instead of gigawatts. Today we're releasing @OpenJarvisAI v1.0: a personal AI assistant that lives, learns, and works on your device.