Kenneth Holley

𝖥𝗈𝗎𝗇𝖽𝖾𝗋 𝖺𝗇𝖽 𝖢𝖤𝖮, 𝖲𝗂𝗅𝖾𝗇𝗍 𝖰𝗎𝖺𝖽𝗋𝖺𝗇𝗍 • 𝖥𝗈𝗋𝗆𝖾𝗋 𝖴𝖲 𝖭𝖺𝗏𝗒

[Marc Andreessen 🇺🇸 @pmarca]

https://t.co/Sx7CnsvujA

[Bill Ackman @BillAckman]

Interesting.

[Marc Andreessen 🇺🇸 @pmarca]

Interesting.

[Peter H. Diamandis, MD @PeterDiamandis]

In 2026, the world put over $2.5 trillion into AI in a single year — split across three fronts: the chips, the data centers, and the labs racing to AGI. Nvidia sells more AI silicon per year than most countries' entire GDP. OpenAI and Anthropic raised $217 billion between them in six months. This isn't a sector. It's a civilizational capital reallocation.

[Marc Andreessen 🇺🇸 @pmarca]

Interesting.

[Justin Welsh @thejustinwelsh]

My entire feed is people and topics I care about and almost no low-IQ culture wars.

What a refreshing update.

[Peter H. Diamandis, MD @PeterDiamandis]

Four frontier AI models released in seven days last week. A SpaceX booster reflown for the 36th time. A humanoid robot performed surgery, and Elon casually claiming SpaceX will be worth more than the entirety of planet Earth. We are truly in the in the singularity.

-- July 2: Fable 5 re-released. July 8: Grok 4.5. July 9: GPT 5.6 (Sol, Terra, Luna). July 9: Meta's Muse Spark. Four labs, one week.

-- OpenAI openly confirmed recursive self-improvement: Sol is being used to post-train Luna. AI training AI is now official product strategy.

-- 1X unveiled its Neo hand: 25 degrees of freedom, waterproof, tendon material 100x stronger than steel per unit weight. 10,000 units shipping this year.

-- Hynix says memory chips will be in short supply for at least five years.

[David Senra @FoundersPodcast]

New episode: Peter Thiel on How to Build a Creative Monopoly

Or what I learned from reading Zero to One for the 3rd (or 4th) time:

0:00 Every great entrepreneur is first and foremost a designer.

0:21 Long-term planning is often undervalued by our indefinite short-term world.

1:24 Founders only sell when they have no more concrete visions for the company. Definitive founders with robust plans don't sell.

2:03 A startup is the largest endeavor over which you can have definitive mastery.

3:44 Don’t do anything someone else can do.

4:29 Today's best practices lead to dead ends. The best paths are new and untried.

5:05 Technology is miraculous because it allows us to do more with less, ratcheting up our fundamental capabilities to a higher level. By creating new technologies, we rewrite the plan of the world.

6:25 Indeed, the single most powerful pattern I have noticed is that successful people find value in unexpected places, and they do this by thinking about business from first principles instead of formulas.

9:16 Brilliant thinking is rare, but courage is even in shorter supply than genius.

9:53 The present is the past biting into the future.

10:37 Small groups of people bound together by a sense of mission have changed the world for the better.

11:25 This is what startup has to do: question received ideas and rethink business from scratch.

13:36 The most contrarian thing of all is not to oppose the crowd, but to think for yourself.

15:57 Creative monopoly means new products that benefit everybody and sustainable profits for its creator.

18:50 If you're interested in making things, you'll be less afraid to pursue this activity single-mindedly and thereby become incredibly good at them.

22:03 If you focus on near-term growth above all else, you miss the most important question you should be asking: Will this business still be around a decade from now?

26:30 Every monopoly dominates a large share of its market. Therefore, every startup should start with a very small market. Always err on the side of starting too small. If you think your initial market might be too big, it almost certainly is.

28:53 Competition is for losers. Avoid competition as much as possible.

29:44 The definitive person determines the one best thing to do and then does it. The definitive person strives to be great at something substantial. They strive to be a monopoly of one.

31:15 What is luck? The ability to exploit accidents. — Napoleon

33:20 We do not live in a normal world. We live under a power law. And as a result, company outcomes follow a power law. A small handful of companies radically outperform all others.

34:00 If you do start your own company, you must remember the power law to operate it well.

34:05 The most important things are singular.

36:29 Making mistakes is the privilege of the active.

38:00 The best entrepreneurs know this: Every great business is built around a secret that is hidden from the outside. A great company is a conspiracy to change the world. When you share your secret, the recipient becomes a fellow conspirator.

40:54 A small company depends on great people much more than a big company does.

41:15 The founding of a company lasts as long as a company is creating new things, and it ends when creation stops.

41:25 No company has a culture. Every company is a culture.

41:48 Since time is your most valuable asset, it is odd to spend it working with people who you don't envision any long-term future together.

42:09 Recruiting is a core competency for any company. It should never be outsourced.

42:37 Your company should be a tribe of like-minded people fiercely devoted to the company mission.

44:02 Superior sales and distribution by itself can create a monopoly, even with no product differentiation. The converse is not true.

44:24 Advertising matters because it works. It works on nerds and it works on you.

44:49 Advertising doesn't exist to make you buy a product right away. It exists to embed subtle impressions that will drive sales later.

46:29 Poor sales rather than bad product is the most common cause of failure. If you can get just one distribution channel to work, you have a great business.

49:00 When Howard Hughes was awarded the Congressional Gold Medal in 1939 for his achievements in aviation, he didn't even show up to claim it.

52:00 The most important task in business, the creation of new value, cannot be reduced to a formula and applied by professionals.

[Kenneth Holley @kennethholley]

@spencerpratt GO! 🫶

#BeTheChange

[Kenneth Holley @kennethholley]

@TulsiGabbard 🫶

[Kenneth Holley @kennethholley]

@johnkonrad Real talk. Thank you, @johnkonrad.

[Kenneth Holley @kennethholley]

@HenryHonto Incredible analysis.

[Henry Honto @HenryHonto]

https://t.co/lPBtWzSJz4

[Kenneth Holley @kennethholley]

@jordan_ross_8F OS

[Kenneth Holley @kennethholley]

@RepSwalwell @LOTUSVINI You’re toast, dude. And, you’re lying. The status game bites hard.

Plan B?

[Kenneth Holley @kennethholley]

InfoWorld (that big, beautiful print publication) was the “bible” back in the day. I love your reference @garrytan!

[Garry Tan @garrytan]

I grew up coveting reading InfoWorld that big print publication made for CIOs. Don’t ask me why a 15 year old was really into a trade magazine for CIOs. Amazing to see my name on an InfoWorld piece in 2026.

Look ma, I made it! https://t.co/ygMW468Yge

[Kenneth Holley @kennethholley]

Solid. Judgement is the new moat.

[Codie Sanchez @Codie_Sanchez]

My no. 1 piece of advice as we enter the AI age:

Stop looking for the career. Go do something absolutely unhinged... string together experiences that have never been strung together before.

[Kenneth Holley @kennethholley]

A-mazing!

Thank you @mronge and team!

[Matt Ronge @mronge]

Running AI agents on a headless Mac Mini?

You still need to see what's happening. Check logs, restart stuck tasks, monitor outputs.

So we built Astropad Workbench. High-performance remote desktop for Mac, works on iPad and iPhone.

Built for the AI era.

https://t.co/CWICkzjQKh

[Kenneth Holley @kennethholley]

DGX Spark inbound! 🙌🏻

[Alex Finn @AlexFinn]

Mac Mini completely sold out. Mac Studios completely sold out.

Once I show you what I'm doing with my DGX Spark it will sell out.

This is what your life will be like in 12 months:

You will wake up. Go to your desk. On it will be a device running super intelligence.

It will know everything about you and your business

It will be doing work for you autonomously. Running your business. Creating more businesses. Generating revenue.

You will put a dollar in. 2 dollars will come out.

All running locally on your desk. No API's. No authoritarian AI companies cutting you off because you're not using their AI the right way as they skyrocket your electricity bills.

Personal, secure, private super intelligence working for you 24/7.

I bet everything I have on this being life on Earth in 12 months.

What are you doing to prepare?

[Lindsey Graham @LindseyGrahamSC]

I refuse to stand down until we fully abolish the practice of sanctuary cities. These reckless policies endanger the entire country, and officials who implement them should be prosecuted.