RowdyBrew

[Nate Silver @NateSilver538]

It's hard to overstate how much of an outlier California is for its slow vote-counting relative to literally any other state or almost any other industrialized democracy.

[TaraBull @TaraBull]

After today, their story helped to restore my faith in humanity 🙏🏻 ❤️

[Lila Rose @LilaGraceRose]

In a world that destroys children with Down syndrome, listen to this brave girl:

“You can try to kill off everyone with Down syndrome by using abortion, but you won’t be any closer to a perfect society. You will just be closer to a cruel, heartless one."  

Charlotte Helene Fien speaks before the United Nations

[JD Vance @JDVance]

If the fraud rate is really as low as Democrats claim, why are they fighting so hard to hide the data? Why not just work with USDA to audit and validate where the money is going? Their resistance to us going after fraud is part of why these programs ballooned in the first place.

[Department of State @StateDept]

SECRETARY RUBIO: "There's no doubt that when you have people showing up with pre-printed signs 24 hours after Nicolás Maduro was arrested and extradited to the United States, that's not an organic movement. Someone's paying for that."

[Daniel Priestley @DanielPriestley]

Under capitalism, socialists are free to build socialism.

Under socialism, capitalists aren’t free to build anything.

Nothing stops a group of socialists pooling their money, forming a company, and splitting every wage and every pound of profit perfectly equally.... Or to donate all profit to the government.

It’s legal. It’s easy. Owning the means of production is as simple as setting up a company.

Marx wrote his manifesto before the invention of limited liability companies. Back then “seize the factory” meant seizing it from the handful of families who could afford one.

That argument expired the day anyone could start a company with limited liability, raise investment and hire who they want.

Socialists are free to lead by example and demonstrate their system works. They can out-recruit, out-motivate, out-build and out innovate based on their ideas if they like. It would prove the philosophy works. Capitalism will happily host their experiment.

The fact that nobody does this tells you a lot.

[Marc Andreessen 🇺🇸 @pmarca]

Six years ago today.

[Bennett @b_nnett]

23.5 hours later... there's an app and it's open source.

It tracks activities & sleep. It has full sensor support: HR, SpO2, HRV, Temperature, Motion, etc.

[John LeFevre @JohnLeFevre]

Another massive L for Chicago.

In 2014, George Lucas picked Chicago for a $1 billion privately funded museum for his legendary collection - Star Wars artifacts, Norman Rockwell paintings, etc. Zero taxpayer dollars.

A left-wing nonprofit (“Friends of the Parks”) sued, claiming a parking lot was sacred “public trust land.” After years of delays, Lucas said screw it and took the whole thing to LA.

Opening this September. It looks incredible.

Meanwhile, Chicago rammed through the Obama Presidential Center on 19.3 acres of historic Jackson Park.
• Originally ~$300M → now $850M (nearly 3x over)
• Promised 2021 opening → now opening June 2026 (5 years late)
• Promised $470M endowment so taxpayers wouldn’t get stuck → only ~$1M deposited

One museum Chicago blocked.
One museum Chicago rammed through.

Chicago’s priorities on full display.

[Adam Carolla @adamcarolla]

A year and a half after the fire and this is the total of all the framing that has gone up in all of Malibu. Remember what I said was going to happen from my hotel room the day after the fire

[RowdyBrew @RowdyBrew]

@WallStreetApes I moved my company of 55 people to Indiana this year for this very reason. and I know many others who have done the same or will when their lease is done. Cook county is a horrible place to have a business.

[RowdyBrew @RowdyBrew]

@luvgod @SenRickScott @grok is there any purpose for doing this other than preventing appointments? I’m trying to understand why they are doing this.

[ari ramdial @ariramdial]

i signed up for Corgi out of curiosity after seeing their fundraise announcement.

tell me why i got bombarded with 6 calls and 5 text messages all from different people within a 1 minute time span.

yikes

[Vivek Sen @Vivek4real_]

SACKS: “WE'RE REALLY LUCKY THAT [TRUMP] IS PRESIDENT … WHEN THIS AI REVOLUTION IS HAPPENING.”

JASON: “WHAT WOULD HAPPEN IF KAMALA ‘DING DONG’ WAS IN RIGHT NOW?”

SACKS: “WE'D HAVE NO DATA CENTERS, THEY'D BE USING AI TO CENSOR US, AND THEY'D BE PROMOTING DEI VALUES THROUGH AI.”

[Figure @Figure_robot]

Today we're announcing Figure has signed a commercial agreement with Catalyst Brands to deploy humanoid robots at scale

Catalyst operates iconic brands including JCPenney, Aéropostale and Brooks Brothers. Figure will start initial deployment in Reno, NV

[Nick shirley @nickshirleyy]

🚨 California just voted to pass AB 2624 aka “The Stop Nick Shirley Act”:
This bill puts journalists at civil risk for investigating fraud and makes it harder to expose fraud in “immigration support services,” including NGOs, nonprofits and health care facilities that receive hundreds of millions from the state of California each year.

This bill would have made it criminal to expose fake hospices in LA or the Somali “learing center” in Minnesota if they then claim “reasonable fear” and the business owner gives a written demand not to post the video.

Plain and simple, California is trying to make it harder to expose fraud and scare individuals from investigating fraud in their communities, as they could be sued for an injunction to remove the video + forced to pay their attorney fees + minimum $4,000 in damages.

The Attorney General's wife, Mia Bonta, created this bill and is now trying to make it law. How is this not a conflict of interest?

California is full of FRAUDSTERS!

[GREG ISENBERG @gregisenberg]

I just got back from SF and I FEEL INSPIRED.

I spent 5 days with frontier AI model teams, AI startup founders, and 3 billionaires.

My takeaways:

1. I had lunch with 3 billionaires. All of them are buying SaaS companies and rebuilding them agent-first. They were deeply inspired by Bending Spoons and Ryan Cohen's eBay deal. Buy the company, cut the headcount, rebuild the tech, add agents, add features, make more valuable experience, raise prices.

2. The frontier model companies are hungry for usage data from the field. They can see API calls and token counts. They can't see the actual workflows. If you're deep in a niche using these models in ways the model companies haven't seen, that understanding is incredibly valuable. Usage intelligence is the new alpha.

3. Consumer AI is massively underbuilt. Every billboard in SF is either B2B inference infrastructure or vertical agent companies. The entire city is optimized for enterprise. Meanwhile you have companies like Cal AI doing $50M ARR in 18 months as a consumer app. I met with a cool few teams doing consumer AI (@paulscherer / @ekuyda)

4. MCP came up in literally every conversation. The companies exposing their product as MCP endpoints are getting pulled into deals they never pitched for. The ones that aren't are becoming invisible to agents. This is the new SEO. If agents can't find you, you don't exist. Building products for agents is the new zeitgeist in general.

5. Not uncommon for hot seed rounds to be $25-50 million valuations. I saw a Series A at $450 million

6. If I had a dollar every time someone mentioned "forward-deployed engineer" this trip I could have funded a seed round. It's the hottest role in SF right now. The person who sits between the agent and the customer, making sure everything actually works.

7. The mood around open source shifted. A year ago it felt like open source was chasing the frontier models. Now founders are telling me Gemma and DeepSeek are good enough for 80% of what they need at a fraction of the cost. The "which model do you use" conversation is being replaced by "which model for which task." Model loyalty kinda feels dead.

8. Voice agents came up more than I expected. Multiple founders told me voice is the interface for the next billion users. The billion people who will never type a prompt will absolutely talk to one.

9. The Obsidian community in SF is weirdly intense. Multiple founders showed me their vaults unprompted. Like showing someone your home gym. It's a flex now. The quality of your knowledge base (second brain?) is becoming a status symbol among builders.

10. Maybe it was just the people I met but the age of the founders is shifting. I met more founders over 40 this trip than any trip before and more founders under age 21 than ever before. Founders getting older and younger at the same time.

11. I spoke to a lot of fast-growing startups, VCs and frontier models who are hiring content creators right now.

12. The restaurant scene in SF is actually better than it's been in years. Founders are going out more. Alcohol is out, not surprisingly.

13. SF doesn't feel like the only place anymore. We all have access to the same frontier models. We all read the same X feed. A founder in NYC or Lagos is calling the same APIs as a founder in SoMa. So in the past it felt like SF was always lightyears ahead, doesn't feel that way anymore. It's okay not to live in SF and have BIG DREAMS.

14. The coworking spaces in SF are half empty but the coffee shops are packed. People want to be around people. I had a few startup ideas here....

15. Walking around the Mission I noticed something: the street-level businesses, the taquerias, the barbershops, the laundromats, none of them use any AI at all.

16. I heard the phrase "agent debt" for the first time. Like technical debt but for agents. When you hack together an agent workflow fast and never clean it up, the system prompts conflict, the memory gets polluted, the tools overlap. 6 months later the agent is doing weird things and nobody knows why lol.

17. Met a few people who carry two phones now. One for personal. One that's basically an agent terminal running Telegram or iMessage connections to their agent fleet.

It's always amazing to get that dose of inspiration in SF. I FEEL INSPIRED.

But I'm so happy to be back home, locked in and building.

We're 12-18 months into a shift that will take 15 years to play out. The urgency in every conversation was real.

What an incredible time to be building.

[XX-XY Athletics @xx_xyathletics]

Look at her.

[RowdyBrew @RowdyBrew]

@Austen I always thought the US was the worst until I started really traveling. No where in the world will you see more different types of people all working and living together in such harmony. We have issues, but we are the best in the world.

[Negligible Capital @negligible_cap]

Mayors and governors should be required to have quarterly earnings calls

“Tax receipts came in light versus guidance due to weaker restaurant traffic, elevated public transit shrink and Ken Griffin moving half of Citadel to Miami.“

Then 45 minutes of hostile analyst Q&A from citizens