James

[James @James_Min_Lee]

Thanks! Wow someone is finally going to do something!

They end up doing nothing 🥲

[James @James_Min_Lee]

Horrific experience with @Airbnb. Traveled hours with the family. Host is a fraud. We call support. We get passed around for a couple hrs. They said they’ll give us a small credit and tough luck… go find a place for your family to sleep tonight. Probably won’t ever use it again.

[James @James_Min_Lee]

Explaining to the 4th person now the same situation. If only CRMs existed 😭

[James @James_Min_Lee]

Their explanation of wealth creation through free markets was so clear and is so critically important. Well done.

[The All-In Podcast @theallinpod]

POD UP! 🚨

Besties are back to discuss:

-- SpaceX's record IPO, Cursor deal, and the first trillionaire

-- The modern politburo and the new oligarchy (@friedberg cooks)

-- Behind the scenes of the Anthropic Fable ban

-- Iran War peace deal

(0:00) Bestie intros!

(2:41) The New Oligarchs, America's incoming politburo, and learned helplessness

(14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and the trillionaire reactions

(33:34) Behind the scenes of the Anthropic Fable ban

(1:01:18) Claude psychoanalyzes its creator, Dario Amodei

(1:14:31) Iran War MOU and the market impact

[James @James_Min_Lee]

The “anti Elon Tesla club” stickers on Teslas are the dumbest thing ever. Hypocritical virtue signaling at its finest..

[James @James_Min_Lee]

The comms... the comms... >,< :facepalm: emoji

[Amol Avasare @TheAmolAvasare]

For clarity, we're running a small test on ~2% of new prosumer signups. Existing Pro and Max subscribers aren't affected.

[James @James_Min_Lee]

Goodness seeing him on the other side was so terrifying at his peak

[Baseball @mlbelites_]

Greg Maddux vs Barry Bonds.

Arguably the best pitcher and hitter of their era dissecting their AB vs each other.

I could watch this for hours.

[James @James_Min_Lee]

@NadimHossain Also Fidji has her people - replacing old guard

[James @James_Min_Lee]

@NadimHossain Merging all apps into super app. Good time to consolidate leadership.

[James @James_Min_Lee]

I mean I did get a tax refund this year for the first time in awhile lol

[James @James_Min_Lee]

Jailbreaking was fun for a little bit in the early days of iOS but eventually it got patched up and everyone just used the official version because the rest of Apple's offering was too good.. Anthropic will be okay.

[James @James_Min_Lee]

@jaminball This is spot on. Great article

[James @James_Min_Lee]

@matt_slotnick More specifically trying to understand why it'd accrue to the inference startups vs. hyperscalers. Inference feels like power law over time. Big players drive 90% of it through winning app layer driving most of inference. Wouldn't hyperscalers be the preferred option then?

[James @James_Min_Lee]

@matt_slotnick Is there very much difference for inference providers over the long run? Feels likely to commoditize

[James @James_Min_Lee]

@matt_slotnick 100%

[James @James_Min_Lee]

@matt_slotnick Spot on

[James @James_Min_Lee]

@SoveyX Nah. They’re using halftime shows to strategically expand internationally. A Spanish speaking audience is the next group of NFL fans they’re trying to cultivate. Korea is too small a market and kpop still too niche. America is not the audience

[James @James_Min_Lee]

@samrags_ They paid 90th+ percentile packages. Also bet on young up and comers with drive and curiosity.