Keith Rabois

entrepreneur, investor, contrarian

[Keith Rabois @rabois]

Formula for startup success: Find large highly fragmented industry w low NPS; vertically integrate a solution to simplify value product.

[Keith Rabois @rabois]

@HarryStebbings not true. China is going to build the best chips they can anyway.

[Keith Rabois @rabois]

@alexklein0x @pitdesi correct.

[Keith Rabois @rabois]

@mdubowitz you should write a book on this topic. perhaps even more important than Dictaorships & Double Standards

[Keith Rabois @rabois]

@surajgaud_ @pitdesi fortunately for him, DJT is President so it may indeed close.

[Keith Rabois @rabois]

@V_samuelSun @pitdesi SpaceX today announced they would acquire vs pay the fee.

[Keith Rabois @rabois]

@pitdesi i don’t think something like a Scale deal would be but this is 98% real.

[Keith Rabois @rabois]

@Never_Hedgee @pitdesi actually it is hybrid with reverse option but close enough.

[Eyal Yakoby @EYakoby]

FIFA bans the Lion and Sun flag but allows the Iranian players to air shoot people in the crowd.

Got it.

[ares. 🎧 @aresotik]

most AI coding tools make one developer faster.

Factory 2.0 makes the entire engineering org smarter.

every automation, every integration, every deploy feeds back into the system.

it gets better the more you use it.

[brenz. @brenzhills]

we all thought AI was going to replace engineers.
it's doing something stranger.

i build AI systems for a living, and the shift i'm seeing isn't "AI writes the code so we need fewer people."

it's that the code was never the bottleneck, the whole loop around it was: testing, shipping, monitoring, fixing.

this is the first time i've seen a company wire that entire loop into one system that runs and improves itself.

AI isn't taking the engineer's job. it's turning the job into building the system that does the job.

[Keith Rabois @rabois]

True.

[brexton @brexton]

AI resilience isn't just a national security issue but maintaining sovereign hedges on model usage will now also be necessary for every business

Just like how enterprises can't just use one bank, they also can't use one AI provider and they're *rushing* to @FactoryAI

Phase 2🚀

[Madison Faulkner @maddiehfaulkner]

This is why I joined @FactoryAI. We created and named this category. Coding agents enabled individual engineers to develop faster, and software factories will enable engineering organizations at scale. The next phase is building software factories.

[Alvin Sng @alvinsng]

When you've got a software factory, you can ship faster than @AnthropicAI with 100x less engineers

[Taylor Budowich @Budowich]

Anthropic wants you to believe this is a personality or political dispute. It's not.

Anthropic abandoned its safety guardrails the moment they became commercially inconvenient. It was so egregious their corporate partner--Amazon--felt compelled to blow the whistle.

Now they're deploying a team to DC to do technical cleanup. Anthropic doesn't care about safety, they care about control. This is dangerous and wrong.

[dean 🏆 @DeanIsReal_]

11 players in NBA history have at least 3 closeout games with 40+ points:

Michael Jordan (10)
Kevin Durant (5)
JALEN BRUNSON (4)
Giannis Antetokounmpo (4)
LeBron James (3)
Allen Iverson (3)
Kobe Bryant (3)
Charles Barkley (3)
Jerry West (3)
Elgin Baylor (3)
Wilt Chamberlain (3)

[Dan Gray @credistick]

The size of a company's last funding round correlates negatively with 24-month performance post-IPO.

Total amount of VC funding also correlates negatively with 24-month performance post-IPO.

This holds whether you measure from the opening prices or the day-one pop.

[Keith Rabois @rabois]

Maybe the best analysis on the topic.

[Stratechery @stratechery]

Anthropic's Safety Superpower

Anthropic's belief in its own commitment to safety gives the company license to aggressively favor its business and even challenge the U.S. government.

https://t.co/4HKPlYc99i

[Keith Rabois @rabois]

Better conditioning FTW.

[ShwinnyPooh, Knicks championship enjoyer @shwinnypooh]

Knicks net rating by quarter in the NBA Finals:

1st - -47.5
2nd +23.4
3rd - +12.2
4th - +23.4

[Scottie Pippen @ScottiePippen]

Most people see the result.

Very few understand the obsession it takes to get there.