Antonio

Building in stealth 👀 | Former pro athlete | Early GTM @ charles AI ($30M raised by Accel)

[Antonio @anto_lva]

One of us

[GURGAVIN @gurgavin]

LEOPOLD’S HEDGE FUND SITUATIONAL AWARENESS REACHED $45 BILLION DOLLARS ON JULY 1 AND BASED ON SOME REPORTS HE IS NOW DOWN 90% OVER THE LAST 4 WEEKS

🩸🩸🩸🩸🩸

[Antonio @anto_lva]

Claude is basically becoming the “Bloomberg Terminal for ____”

[Antonio @anto_lva]

As usual, fantastic interview- Patrick is one of the best out there

[Patrick OShaughnessy @patrick_oshag]

My conversation with Sam Altman (@sama), CEO of OpenAI.

We discuss:
- Kimi, distillation, and open source
- OpenAI's compute bets
- The Hugging Face incident
- What happens after AGI
- Raising kids in an age of abundant intelligence
- And much more

Enjoy!

TIMESTAMPS
0:00 Intro
4:10 The Race for Compute
14:24 A Sci-Fi Cyber Incident
16:14 The Promise and Risks of AGI
23:27 How AI Will Change Jobs
29:38 Sam’s Vision for a Personal AI
35:02 Robotics, ChatGPT, and What Comes Next
44:39 The Weight of Leading OpenAI
51:36 OpenAI’s Biggest Lessons

[The Internet VC @theinternetvc]

New value add for EU investors: providing AC to founders

[Antonio @anto_lva]

Online sales attribution hasn’t been solved yet

[Bloomberg @business]

Phia — the buzzy shopping app co-founded by Bill Gates' daughter, Phoebe — is claiming credit for online sales it didn’t actually drive, a Bloomberg investigation found. Read our exclusive story: https://t.co/KYuWkmkE7D

📷️: Dia Dipasupil/Getty Images

[Antonio @anto_lva]

@alexframegreen @tanmaigo Lmao

[Antonio @anto_lva]

@zebriez Great write up!

[Antonio @anto_lva]

@MediaKing @datarade But you can now add “Angel Investor” to your LinkedIn bio - it’s worth it

[Antonio @anto_lva]

@paulg Not surprised, but glad someone discovered it and exposed them

[Antonio @anto_lva]

One heuristic I keep coming back to: if human intelligence can't compete with it either, you might actually have a moat.

Most startups pitch AI differentiation but are building things a smart 25-year-old with a spreadsheet could replicate.

[Antonio @anto_lva]

The best marketing is just finding different ways to tell the truth.

Every founder who burns budget on brand before having a single repeatable sales motion has this backwards.

[Antonio @anto_lva]

Nothing says "elite European-American dialogue" like a room full of Ivy alumni dripping through their suits in German summer heat. 25€ entry. Zero air conditioning. Wildest networking event I've been to.

[Antonio @anto_lva]

@GeorgeJeffersn YC is still a no-brainer for any company gunning for decacorn status.

[Antonio @anto_lva]

@neilmovva @blintzbase @sailresearchco Congrats to the whole Sail team - incredible vision, can't wait to see what you build!

[Antonio @anto_lva]

Italy produces world-class designers, engineers, and operators.

What it doesn't produce enough of is founders willing to build for global markets from day one. That's the gap. Not talent.

[Antonio @anto_lva]

The only truly wasted time is time spent wishing you were building something different.

I see this constantly - founders half-committed to their current company while mentally pitching themselves on the next one. The market can tell.

[Antonio @anto_lva]

The social platform cycle is always the same.

Teens discover it. Culture follows. Brands arrive. Teens leave.

Anyone betting against this pattern hasn't been paying attention for the last 20 years.

[Antonio @anto_lva]

@theinternetvc Lmao

[Antonio @anto_lva]

@alexmashrabov Well deserved, you guys are machines

[Antonio @anto_lva]

@bryan_johnson Do you want to get convicted for fraud Bryan?