LARRY ELLISON: AI IS RAPIDLY COMMODITIZING BECAUSE MOST MODELS ARE TRAINED ON THE SAME PUBLIC INTERNET DATA.
THE REAL COMPETITIVE EDGE ISN’T THE MODEL ANYMORE — IT’S ACCESS TO EXCLUSIVE, PROPRIETARY DATASETS.
THAT MAY BE THE ONLY MOAT LEFT.
Rivian plans to increase initial production capacity for a plant it’s building in Georgia by 50%, a move the electric car maker disclosed as it posted higher revenue in its latest quarter. https://t.co/0iXrQasDfG
Zerobeat: festival POS fails even with Starlink because the LAN is saturated by 50,000 attendee phones, not the WAN. Their fix: peer mesh + CRDTs (on @dittolive) + on-device AI.
https://t.co/6GRN78PMDU
Built an LLM wiki for Ditto based on @kaborthy's pattern. Mac mini, Claude Code, local search with zero cloud calls. Two wikis: one public, one internal. Template is open source.
https://t.co/alkxv9wJTS
Welcome Salesforce Headless 360: No Browser Required! Our API is the UI. Entire Salesforce & Agentforce & Slack platforms are now exposed as APIs, MCP, & CLI. All AI agents can access data, workflows, and tasks directly in Slack, Voice, or anywhere else with Salesforce Headless 360. Faster builds, agentic everything. 🚀
#Salesforce #Agentforce #AI
https://t.co/mxySdJS7HR
Webflow's CMS API can't publish code blocks. Tables aren't in the API at all!?
So I built a Playwright robot that clicks buttons in the Designer for us.
In 2026, your API is your product.
https://t.co/sA7Csu21uO
Built a multiplayer game for my kids. No server, no internet, just two iPhones syncing over Bluetooth.
They loved it. They also found a logic bug. Best QA team I've ever had.
Full SwiftUI tutorial → https://t.co/ZdQ9ZSqY5K
In honor of 50 years of Apple, we're sharing - for the first time ever - Don Valentine's original 1977 memo for Sequoia's investment into Apple Computer. #Apple50
⚠️ Our team at Google is releasing more details on the recent NPM #axios supply chain attack. Notably, we now attribute this activity to #UNC1069, a financially motivated North Korean 🇰🇵 nexus threat actor active since at least 2018.
Demo of 1-bit Bonsai 8B from @PrismML running on-device on iPhone 17 Pro
More than 40tk/s for a dense 8B model on iPhone, that’s a first
Powered by Apple MLX and available now in Locally AI
My dear front-end developers (and anyone who’s interested in the future of interfaces):
I have crawled through depths of hell to bring you, for the foreseeable years, one of the more important foundational pieces of UI engineering (if not in implementation then certainly at least in concept):
Fast, accurate and comprehensive userland text measurement algorithm in pure TypeScript, usable for laying out entire web pages without CSS, bypassing DOM measurements and reflow
.@williamhockey is one of the least visible founders in tech relative to what he has created.
He co-founded Plaid and is now building Column, a software company that owns a bank, and powers Ramp, Wise, Bilt, Mercury, and others. He funded it himself by borrowing against nearly everything he had in Plaid shares, and has never raised any outside capital.
His story matters because so much of the value in our industry gets created through exactly this kind of extreme personal risk. He is maniacal about being the best in the world at his thing, and has spent his entire career betting on himself and doing whatever it takes to win.
He also spends a lot of time outside the US (in places like Kinshasa) which has given him a rare perch on the power of the US dollar.
We discuss:
- Why emerging markets are often the most financially innovative
- What owning 100% of his company allows him to do that VC-backed founders cannot
- Getting margin called and nearly going bankrupt
- Why the best founders are specialists
- What it takes to be the best in the world at your thing
- How Silicon Valley's consensus culture produces consensus founders
- How the US dollar functions as an instrument of national security
Enjoy!
Timestamps:
0:00 Intro
9:19 Emerging Markets
14:03 Silicon Valley's Elite Consensus Problem
16:03 Rejecting the VC Hamster Wheel
21:45 Equity and Liquidity
26:03 Funding a Bank
29:45 The Necessity of Extreme Founder Risk
37:18 Finding Leverage
45:20 Longevity and Profitability in Banking
48:46 Matching Your Capital Structure to Your Business
51:44 The Unseen Power of the US Dollar
1:02:30 How AI Will Transform Legacy Banks
1:09:23 The Kindest Thing
Introducing TurboQuant: Our new compression algorithm that reduces LLM key-value cache memory by at least 6x and delivers up to 8x speedup, all with zero accuracy loss, redefining AI efficiency. Read the blog to learn how it achieves these results: https://t.co/CDSQ8HpZoc
Seeing a lot of these tools which excites me. Local first via edge AI is starting to take root.
Outside an algorithmic LLM breakthrough the models are asymptotic meanwhile hardware continues to improve. This shifts power back to end users and edge devices!
Granola was overkill for my markdown note setup, so I had Claude build a fully local transcription CLI with a skill that works great and composes well with others.
Read more: https://t.co/SbytKfwy54
Started writing @dittolive in my apartment ~8 years ago. This week I danced down Canal Street with a brass band and 120 teammates.
We make operations unstoppable. Building the company behind that mission is mostly hard. Weeks like this remind you why you do it.