Michael Brod

observe & report

[Michael Brod @adhoc97]

glp1s are the artillery

it is war against the institutions that have destroyed more lives than Purdue Pharma

Yum Brands, Kraft Heinz, Coca Cola

arm the rebels

[Michael Brod @adhoc97]

@jpynb I agree

I like the personality

[Michael Brod @adhoc97]

Really fun and exciting. Having trouble figuring out what to use it for though

Am sure they will emerge

We are early. Very early

[Poke @interaction]

Say hi to the new Poke! 🌴

Now officially approved by Apple to text on Apple Messages.

As the first and only AI agent. Chat now: https://t.co/VIWYU64dUI

[Michael Brod @adhoc97]

@DuskNixx No doubt

[Michael Brod @adhoc97]

@DuskNixx The iMessage form factor is such a lovely product experience

We just need to get to the use cases beyond things like email and calendar mgmt u know

Gmail works well for me I don’t rly need product there

[Michael Brod @adhoc97]

@kokoxsu @novaholdings why is this better than 99.9% of actual product demos i see on X?

[Michael Brod @adhoc97]

@quichenpatel ????

[Michael Brod @adhoc97]

@nejatian no Kaz, in SF this is 3 year ARR

[Michael Brod @adhoc97]

i genuinely just think a lot of this stuff is incumbent versus upstart/labs

some type of hyperscaler + spacex cartel vs the rest

[Sawyer Merritt @SawyerMerritt]

SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing.

"On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.

After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."

[Michael Brod @adhoc97]

said no one ever with more than 700 dollars

robo advisors are back!

[Polymarket @Polymarket]

JUST IN: A growing number of people reportedly say they trust AI to manage money & make investment decisions, threatening the wealth management industry.

[Michael Brod @adhoc97]

@Polymarket said no one ever with more than 700 dollars

robo advisors are back!

[Michael Brod @adhoc97]

oai made an enemy. this large and visceral narrative shift hurts them the most by FAR

msft <> oai absorption might be the end game

long satya

[Michael Brod @adhoc97]

satya intentionally cannibalizing github copilot with usage based pricing could go down as one of the biggest brain moves in history

the reaction was as predictable as anything - customers hate it, it turns out tokens are expensive, and completely shifts the narrative on the market who can now see that without massively subsidized pricing (today), customer economics are brutal

who does this macro narrative shift hurt the most?

[Michael Brod @adhoc97]

wait nvm, bearish again

[Michael Brod @adhoc97]

it is so wild how hard personal finance product is

ive legitimately never used something that works better than a google sheet and have tried every tool

kind of an interesting lens into why AI X Accounting is so hard. personal finance tech barely ever works, imagine accounting for a scaled business

frontier intelligence baby. from anthropic X era

(i didnt spend 89k last month)

[Michael Brod @adhoc97]

never mind, some more prompts and it kind of rips

im an AGI bull

[Jean-Denis Greze 💡 @jgreze]

Today, we’re launching @TownAI: the AI assistant that learns you.

We’re coming out of beta with a $55M Series A led by @ARampell at @a16z, with participation from @KirstenGreen at @forerunnervc and continued support from @firstround, @altcap, and @conviction.

Right now, getting real value from AI means prompting, configuring, building workflows, managing agents.

We think that’s backwards.

The future of AI is a companion that already knows you and how you work. Town connects across your inbox, calendar, Slack, docs, messages, and workflows to understand what you need, then starts doing the work with you.

Drafting. Scheduling. Project tracking. Follow-ups. Context gathering. Multi-step tasks. And it only acts when you say so.

All adapting to your voice, priorities, routines, and relationships over time.

Your Townie is the AI assistant you actually need.

[Michael Brod @adhoc97]

@jgreze @TownAI @arampell @a16z @kirstengreen @ForerunnerVC @firstround @altcap @conviction lets go!