Dave

Recovering Investment Banker

[Dave @DaveRGreenberg]

Why is the women’s bathroom line always longer?

[Dave @DaveRGreenberg]

Anyone have a Sora invite code?

[Dave @DaveRGreenberg]

Why is https://t.co/ZAF7gyYhJ3 coverage so bad?

Constant buffering, crashing and horribly timed ads. Also why can we only watch Bryson’s group? We should be able to pick / have a featured group selection like the Masters.

[Dave @DaveRGreenberg]

Keegan Bradley not picking himself for the #RyderCup team is a tragedy. He not only deserved it, but the playing captain storyline would have been elite!

[Chris Camillo @ChrisCamillo]

.@sama The world badly needs a Google Trends equivalent for AI queries. Marketers + investors, share + RT if you agree.

[Dave @DaveRGreenberg]

Super insightful article from @geoffwoo about starting a VC fund.

I really like his writing style - engaging, limited big words, and mixing in some Gen Z slang. Highly recommend the read!

https://t.co/5E8nKwQncl

[Dave @DaveRGreenberg]

Seems more visually appealing and less scary than the worst case scenario with a humanoid.

But utility is just so much more limited. Humanoids are the more robust form factor.

[Aaron Tan @aaronistan]

Introducing Lume, the robotic lamp.

The first robot designed to fit naturally into your home and help with chores, starting with laundry folding.

If you’re looking for help and want to avoid the privacy and safety concerns of humanoids in your home, pre-order now.

[Dave @DaveRGreenberg]

@ChrisCamillo Wait until you see the delivery “bikes” in NYC! Full on mopeds in the bike lanes that can get up to 20mph.

[Dave @DaveRGreenberg]

Great event last night at Popl HQ as part of #NYTechWeek. Had a panel on GTM strategies in an AI world. Key insight was that AI SDRs don’t work - need in person interaction to drive closed deals.

However, leveraging AI tools to streamline outreach is table stakes.

[Dave @DaveRGreenberg]

Dancing better than most humans!

[Sawyer Merritt @SawyerMerritt]

Look at Optimus' footwork!

[Dave @DaveRGreenberg]

Gemini probably just saved me 20-30mins by finding some specific files for me. Awesome because I only needed to give it something about the contents and not the file name!

This capability alone will save meaningful hours each week for massive google drives.

[Dave @DaveRGreenberg]

“Dow surges 2,600 points for the biggest rally in 5 years after Trump pauses some tariffs” - CNBC

This is why you don’t try and time the market, and buy stocks when they are on sale!

(Not financial advice)

[Dave @DaveRGreenberg]

@ChrisCamillo We really need to see more public progress in the US.

[Dave @DaveRGreenberg]

Lots of pressure on $NVDA tomorrow. Will be interesting to see if any commentary around implications / refutations of Deep seek

[Dave @DaveRGreenberg]

The meme of the #SuperBowl #UncleSam

[Dave @DaveRGreenberg]

I’m curious to see how they train their bots and where they will be getting that data from. Seems like a massive data issue currently - maybe they could go the remote operated route like Tesla did for collecting the data before fully autonomous bots.

[Dave @DaveRGreenberg]

Figure AI choosing to part ways from OpenAI makes perfect sense. Embodied AI isn’t something that you can just slap a general purpose LLM onto and call it a day - Humanoids will only be as useful as the data they are trained on and their models.

[Dave @DaveRGreenberg]

Interesting and unexpected play for Alibaba to get into the LLM game.

Baba vs Deepseek for China’s leading model will be a cool race - seems like all eyes are on model cost vs. performance given all of the top models are largely similar

[Dave @DaveRGreenberg]

Seems like DeepSeek is the TikTok problem all over again…

However in this case, it’s kind of sad that the US was beat by China in a market that we have been dominating recently.

May be due to data infrastructure capabilities / cost of those centers.

[Chris Camillo @ChrisCamillo]

Soulless corporate evil defined in a single document