Buffalo Capital

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building @nowhere
illiquid

[Ben Cohen @blc_16]

I’ve decided to leave @AnthropicAI

Never thought I’d say this so soon. The pursuit of AGI has truly been my life’s work but something more important has emerged.

In 1942, hundreds of America’s best scientists made huge sacrifices and joined the Manhattan Project to protect this nation against immense evil.

Today, America faces a similar danger. Over the last few years sparks of AGI have been felt across the world.

In order to protect this great nation against the threat of AGI ending up in the hands of evil, I have decided to join the modern day Manhattan Project.

I’m excited to announce that I’ll be joining (and moving into the office) @UseCorgi as a sales development representative!

[Buffalo Capital @BuffCap]

@edwardlando Do you have a subtle point I missed or is this just for engagement

[Buffalo Capital @BuffCap]

The openai x YC deal is just a new version of land grab pricing for tokens lol. Pricing a good below marginal cost to quickly build market share + create switching costs

The equity is just so OpenAI’s board would approve the token donation

I just feel sorry for whoever’s responsible for OpenAI’s balance sheet now leading up to the IPO. Unless the equity is in YC’s cohort more broadly

[Buffalo Capital @BuffCap]

This is much better news than the openai x YC deal which is just land grab pricing on tokens lol. Pricing a good below marginal cost to quickly build market share + create switching costs

The equity is just so OpenAI’s board would approve what is essentially a token donation

I just feel sorry for whoever’s responsible for OpenAI’s balance sheet now leading up to the IPO. Unless the equity is in the cohort broadly

[BuccoCapital Bloke @buccocapital]

I can’t stop thinking about this post. If you do one thing today, I encourage you to give it a thoughtful, thorough read…

And then commit to never living your life this way. Life has wasted success on the people described in this post.

It really is completely pathetic. They say that comparison is the thief of joy - look no further than this post for validation it is indeed true.

On their deathbed they will realize they have lived their life completely wrong. Don’t let it be you.

[Buffalo Capital @BuffCap]

@GeorgeJeffersn @speedrun it’s your move

[Buffalo Capital @BuffCap]

@toddsaunders 2% equity when you’re pre revenue? That’s peanuts.

And openai? Why would you not? It’s also peanuts to them for a land-grab pricing model

[Buffalo Capital @BuffCap]

Cerebras $CBRS entering indices at almost a 700 PE ratio 🥀

https://t.co/eOTFemgr29

[Buffalo Capital @BuffCap]

@shiftj Beneficial for both sides. The equity is definitely a write-off for openai tho, this was a land grab pricing model. Selling tokens below marginal cost to grab customers and create switching costs

[Buffalo Capital @BuffCap]

@edels0n When you come to SF don’t let Scott kill the vibes out here, there are great gatekept spots

[Buffalo Capital @BuffCap]

Am I allowed to say it? This is just land grab pricing lol. Pricing a good below marginal cost to quickly build market share + create switching costs

The equity is just so OpenAI’s board would approve the token donation

I just feel sorry for whoever’s responsible for OpenAI’s balance sheet now leading up to the IPO. Unless YC is offering the investment into the cohort broadly

[Tom Blomfield @t_blom]

This is bullish for startups.

OpenAI is willing to exchange $800m of compute for ~2% equity in 400 YC startups.

That’s only a bet you make if you believe the equity has the potential to be very valuable.

[Buffalo Capital @BuffCap]

Am I allowed to say it? This is just land grab pricing lol. Pricing a good below marginal cost to quickly build market share + create switching costs

The equity is just so OpenAI’s board would approve the token donation

I just feel sorry for whoever’s responsible for OpenAI’s balance sheet now leading up to the IPO. Unless YC is offering the investment into the cohort broadly

[Buffalo Capital @BuffCap]

@chamath sure but way more important to focus on making current govt programs more effective + eliminating waste

most taxes come from top 1%, which is disproportionately spent on bottom 50%, thus greatest net impact on bottom 50% = figure out how to use those better

[Buffalo Capital @BuffCap]

@ranatajca @etnshow @avipat_ @useKled Your point is pretty counterintuitive to the trend @avipat_ is describing

[Buffalo Capital @BuffCap]

@JosephDevoy Awesome. What’s after ads? Maybe some agentic content creators

[Buffalo Capital @BuffCap]

@bosmeny @ycombinator @sama @dflieb @DarioAmodei now’s your time to swoop in on @speedrun

[Buffalo Capital @BuffCap]

@Jackkk Bruh we gotta de-normalize clipping Kevin O’Leary

Lost enough brain cells already

[Buffalo Capital @BuffCap]

@NotOnKetamine is my favorite X account rn

[K. @NotOnKetamine]

https://t.co/aVenNnTucS raised $31.2M. The datasets, ARR, and jobs don't reconcile.

Not a leak. Their own public product surface.

Luel's datasets, ARR, and contributor jobs don't reconcile.

🧵 https://t.co/JzARz1N78J

[Buffalo Capital @BuffCap]

Countless times throughout history people have mobilized for movements that directly contradict their best interests.

Do you really think we should let people blindly burn it all down? There are a lot of opportunists out there spreading false narratives to regular people, the focus should be on them instead

[Buffalo Capital @BuffCap]

@RandySpangler @garrytan If we’re talking PE, we’re long past founder mode

There is no sweet spot because if PE is involved, the founders are long out the door lol

Maybe a sweet spot for VC expectations or in the public markets is conceivable