Tapiwa Manjengwa @xTapiwaM

There needs to be a name for how incredibly useful something has to be to overcome how ridiculously goofy it looks

Nathie @nathie

4 weeks ago

Evan Spiegel showing off the new Specs AR glasses to the public for the first time.

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youtube.com/watch?v=fYRmnr…

Engineering is real magic

Mathematics. Functions. Dance.

NEW EPISODE: @jack & @roelofbotha unpack @blocks 40% staff cut and rebuilding the entire company as a mini-AGI. This isn’t “use AI to make people more productive.” It’s making the company itself the intelligence. If you’re a founder or operator wondering what work looks like in the next 5 years… this is the episode. The evolution looks like: • Manager mode = Pyramid 🔺 (command & control) • Founder mode = Flat ➖(founders decide fast) • Dorsey mode = Circle 🔵 w/ AI at the center, humans at the edge, and decisions flow from customer inputs → AI → humans steering it I’ve tried killing org charts before. Brutally hard. But we never had these tools. This is rewriting the CEO playbook for the AI era. Buckle up. 00:00 Existential Dread & Hope 02:56 AI Replaces Hierarchy 07:22 Block’s New Three Roles 26:47 Flattening the Company, Fast 35:23 Getting the Board to Buy-In, Fast 36:50 Building a Great Board 41:29 Founder CEO Lessons 48:18 Second Acts & Conviction 56:22 Timeless CEO Traits

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Introducing Cinematic Video Overviews, the next evolution of the NotebookLM Studio. Unlike standard templates, these are powered by a novel combination of our most advanced models to create bespoke, immersive videos from your sources. Rolling out now for Ultra users in English!

@chamath @chamath I’m a big fan. Small suggestion Your new channel needs better thumb nails.

Perplexity just became the the first Al company to truly go head-to-head with the Bloomberg Terminal... Using Perplexity Computer (with no local setup or single LLM limitation), it was able to build me a terminal with real-time data to analyze $NVDA using Perplexity Finance:

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57 years ago

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Overheard in SF: Person 1: “Rome wasn’t built in a day” Person 2: “Yes but they didn’t have Claude Code”

I just watched a really great conversation about the future of AI. Every politician should watch it before they join the lemmings saying that regulation of AI will interfere with innovation. youtube.com/watch?v=rGAA59…

We've talked a lot about this on the Pod, but the Great SaaS Meltdown has started and there's no going back. What exactly is happening? In short, hi growth, low/no profitability SaaS is no longer a winning strategy because the big question mark is the durability of that growth in the short term and, because of AI, the lack of profits in the long term. Every SaaS company has sold the dream (to investors and employees) that they will growth quickly now, and harvest lots of cash later. With AI, this assumption may be completely out the window. Now the threshold question is whether their growth will be overtaken by a much cheaper AI-developed solution? If you are a venture supported SaaS startup and are a legacy Heuristics+APIs+CRUD product, it is likely that a new AI oriented workflow is coming for you. Investors in private markets can see this now and think that money to fund short term growth will not be rewarded. Investors in public markets no longer believe long term profitability is possible. They would rather pivot into something they think is more resilient. This is a change in the risk calculus that has existed for the past 15 years and why the chart below is the chart below. Good luck to all the players!

This is going to stick with me forever

In the book The Alchemist, Paulo Coelho says: “Once you get into the desert, there’s no going back. And, when you can’t go back, you have to worry only about the best way of moving forward.” And so it is with each New Year’s Eve… As we step into #2026, may you move forward with courage and clarity in your vision. May you make bold choices that align with your deepest values, embrace the unknown with positive anticipation, and trust that every step—even through uncertain terrain—is leading you toward your Greatness! May #2026 be your best year yet.🎉🎊🎉🎊🎉

Deeply amused by all the confident commentary that datacenters in space do not work from a physics and engineering perspective. Elon operates two of the largest coherent GPU clusters in the world, SpaceX is responsible for over 90% of mass to orbit and SpaceX operates the largest satellite constellation in the solar system. More than 10 years later, no other company or country can consistently land and reuse orbital rockets. He publicly stated that the “lowest cost way to do AI compute will be with solar powered satellites.” Maybe, just maybe, his “pencil and paper analysis of the physics or the economics at play” is superior to yours. There might have even been more than just a “pencil and paper analysis” of the subject done by some of the best engineers in the world. Perhaps they have thought of a cooling solution that has not occurred to the galaxy brain accounts here even after they took several minutes to carefully think about the problem. The CEO of Google also agrees that data centers in space will be “normal” within a decade. If you are not currently operating a large AI datacenter, a large satellite cluster and have not landed a rocket, maybe be a little less quick to confidently assume that Elon and Google are *both* wrong on this topic. Especially when there is a working, albeit very small, datacenter in space *today* - Starcloud’s orbital setup just successfully trained an LLM. Great name btw. Yes, I am biased on these topics and as ever, time will tell.

We’re not as good at imagining the future as we think. Here’s why even smart companies overlook big shifts. Listen to the full IdeaCast episode here: s.hbr.org/421AUGN

WOW! I just watched one of the most insightful overviews of #EmbodiedAI — when #AI meets the physical world in the form of #robotics, cars, and beyond. This video by Morgan Stanley brilliantly draws parallels between AI evolution and the Cambrian explosion in nature — rapid innovation, diversification, and game-changing potential. Powerful ideas + elegant storytelling = an inspiring future worth understanding. (and all in less than 24 minutes) youtube.com/watch?v=3WZNxN…

The founder of Netflix literally drops his best business advice in under a minute