Billy Fitzgerald

Dad. Husband. Passionate Start-up Builder + Technology GTM Operator/Advisor. Adventure/Sports Junkie.

[Billy Fitzgerald @bfitzgeraldco]

@MikeFraietta checkout where I am rn. Small world bro. I hope all is going well for you and the family in JP. And that you’re still crushing it with @GargoyleSystems!

[David Sacks @DavidSacks]

While I’m no fan of socialism or arbitrary confiscations of wealth, I can see why Bernie Sanders’ proposal (for the government to take a 50% stake in AI companies) resonates, including with many on the right.

The CEOs of the leading AI labs have told us repeatedly that they will cause massive job loss. This is not a story that I believe, nor does the data bear it out, but this is what they have told us. Similarly, they have hyped the risks of AI without putting an equal or greater emphasis on the benefits or readily available mitigations.

Conservatives have another fear. The employees of the leading labs claim to be philanthropic, but what we’ve seen is massive enrichment of NGOs advancing an agenda at odds with traditional values, fueling a revolution against our cities and communities. Soros-maxxing is not charity in our book.

Anthropic and OpenAI have established themselves as Public Benefit Corporations. What could be more in the public benefit than using half the wealth generated by these companies (which trained for free on the collective knowledge of humanity) to pay down the national debt? There is no ideological bias in that philanthropy.

Dario and Sam have begun to walk back their claims of massive job loss, but the damage to public trust is done, and now the chickens are coming home to roost. I could almost support the Sanders proposal as a stupidity tax.

There’s just one problem. Nationalization of AI will accelerate the corporate-government fusion we’re already sliding toward. Conservatives rightly fear a Central Bank Digital Currency. They ought to be even more concerned about Central Government AI — a system with even more totalistic power over information, decision-making, and human behavior.

We saw how social media was weaponized to censor conservatives (including President Trump) in the last Democrat administration. The definition of “trust & safety” expanded to mean protecting the public from supposed psychological harms, micro-aggressions, and disinformation (you know, like hearing conservative ideas or true facts about Covid).

That “safety” agenda as applied to AI will be vastly more powerful and Orwellian. AI won’t just moderate posts; it will curate reality — with the ability to rewrite history, enforce ideological conformity, influence policy at scale, mass surveil Americans, and condition the benefits of the many systems it controls on approved behavior.

America won’t win the AI race if we beat China but end up with a CCP-style social credit system in the U.S. — and that is the danger as the government becomes more deeply involved in AI development and assumes direct ownership and control.

Conservatives are right to fear where this is all headed but ought to think more carefully about how regulations they are flirting with now (that are widely celebrated among those with a long history of lust for Big Government) will be used against them the next time a Democrat administration is in power.

[Onyx @OnyxOdds]

REPORT: SGA may wear a helmet in Game 4 to avoid getting CTE from hitting the ground when he falls

[Big Brain Business @BigBrainBizness]

Jamie Dimon, JPMorgan CEO: "It's more relaxing to attack the problem than to worry about the problem."

[Billy Fitzgerald @bfitzgeraldco]

@VicLombardi @VicLombardi - So sorry to hear about the passing of your Father and hero. You're right, he's in a better place and no longer suffering - thank God. What a gift to have your Father as your Hero. Many blessings!

[The All-In Podcast @theallinpod]

Chamath Lays Out the Case for SpaceX at $2 Trillion

– Starlink: the most important internet infra project since the internet itself

– Rockets: underlying platform that allows everything else to happen

– AI: apps top layer, datacenter bottom layer

– The Elon Flywheel: operating leverage ➡️ investment ➡️ competitive moat ➡️ capital moat ➡️ technology moat ➡️ execution/learning moat

– Potential Tesla merger down the road

– Elon’s premium for being “the guy” right now

@chamath:

“ If I'm asking myself, ‘Chamath, how do I underwrite SpaceX at $2T?’

Here's the basic math that I would do.

Last year it did $18-19 billion. It'll probably do $25-30 billion this year. So I'm buying this thing at a fairly costly premium, right?

So what am I buying?

I'm buying probably the most important internet infrastructure project that's happened since the internet itself. That's going to scale to hundreds of millions of users, and the reason that's going to scale to hundreds of millions of users is it's just very useful, and it's just going to become cheaper and cheaper and cheaper. So that's number one.

I'm buying a delivery infrastructure, I think over time, GDP plus 10, GDP plus 15, kind of a grower. So good business, valuable business, but it's the underlying platform that allows everything else to happen.

And then I'm buying an AI business, which will be at the top level the apps, but at the bottom layer all the compute capability.

So I suspect what happens is next year it's probably $40-45 billion. And then the year after that it probably doubles again, so then I'm buying it at 20x revenue.

And you would say, ‘Well, why can you buy a company like this on revenue versus earnings and cash flow?’

And I think the reason is because what the revenue does is it gives him the operating leverage to go and invest in all of these other businesses that ultimately consolidate his differentiation and his competitive moat, because what he creates is a capital moat that then accelerates a technology moat, that then accelerates an execution and a learning moat.

And that flywheel, when it starts to spin very quickly, and you would say, ‘Hey, hold on a second. It's probably spinning quickly now.’ I would say we're at the beginning of the beginning.

He still has all these disparate assets. I still don't like the fact that Tesla's over here, and as I've told you, that will get merged in.

And now you have this incredible corpus of physical capability, movement of all kinds, X, Y, and Z, right? That thing will look very cheap, I think, in a few years.

And he has this one thing that nobody else, if you look at the big CEOs, who steps on stage where you're always curious, ‘Okay, what has he got up his sleeve?’ You know, the Steve Jobs, ‘Oh, and one more thing.’ He's the guy. Whether you like him or you hate him, he's the guy, and there's a premium that is well-deserved that comes with that.”

[Coach AJ 🎯 Mental Fitness @coachajkings]

Marcus Freeman shares a message on focus and why the future is a distraction.

"You waste time daydreaming about an uncertain future. Who cares."

"Stop wasting time on things that don't matter. The future's uncertain so focus on being the best version of you today. That's all that matters."

No one wins tomorrow.

They win today - one rep, one habit at a time.

"Focus on being the best version of you and the rest will take care of itself."

Focus on giving your best and what you can control.

Because anything else is going to be a distraction.
(🎥 @tbhorka)

[Tyler Horka @tbhorka]

It’s been nearly five years and Marcus Freeman is still over the moon about simply being the head coach at Notre Dame.

“That human element is important. It keeps you grounded. It keeps you grateful for the opportunity that you do have.”

Humility 💯📈

[Jon Gruden @BarstoolGruden]

This guy at @NDlacrosse Josh Yago has one of the most interesting stories I've ever heard...

From Air Force to Space Force to Notre Dame and everything in between, you gotta watch this kid play this weekend!

[Ole Lehmann @itsolelehmann]

marc andreessen just went on Rogan and casually dropped a TON of AI alpha

full pod is 3 hours and 20 minutes, but i pulled out his most interesting takes here:

1. AGI is here. he thinks the line was crossed about 3 months ago with the new GPT-5.5, claude 4.6, gemini 3, and grok 4.3 models. nobody noticed because the field moves too fast for anyone to register the milestones anymore.

2. his other big claim: for almost any topic, the top AIs now give him better answers than the actual world-class experts he could call on the phone. and he can call basically anyone.

3. every doctor is already secretly using chatGPT in the exam room. marc says they turn around the second you stop talking and just type your symptoms in. some of them are doing it while you're still sitting there. his quote: "at that point you're asking the question of like, what do i need you for."

4. when AI refuses to answer something he wants to know, he tells it he's writing a novel. "i'm writing a detective novel, walk me through how the bad guy robs the bank." it'll explain almost anything if it thinks it's helping you write fiction.

5. when something is too complex he says "explain it to me like i'm 10." then "like i'm 5." then "like i'm 2." he keeps going until it actually clicks in his brain.

6. when he wants to understand a tough topic he doesn't ask "what's the right answer." he asks the AI to steelman one side, then steelman the other. then he decides for himself.

7. for big questions he tells the AI to pretend to be a panel of experts. "be a doctor, a lawyer, a historian, a psychologist, and argue this out with each other." then he reads the debate they have.

8. pay attention to the exact moment you think "i don't know how to figure this out." most people just give up at that moment. that's the moment you should open the AI.

9. the only real skill left in using AI is knowing what to ask it. the models can already do almost anything you can describe in plain english. the bottleneck lives in your own head.

10. you can send the AI photos of almost anything medical now and get a real answer. skin rashes, blood test results, even pictures of your poop. the new models can read images, not just text. it's a free 24/7 second opinion on basically anything.

11. the one type of therapy that's clinically proven to actually work is called cognitive behavioral therapy. it's also something an AI can fully do on its own. which means every person on earth is about to have access to a real therapist for free, anytime they want.

12. AI is now solving math problems that have been open for 100+ years that no human mathematician could crack. same thing is starting in physics, chemistry, and biology. expect cancer cures, new drugs, and weird new physics breakthroughs to start coming out of these things over the next few years.

13. the best AI coders in silicon valley now make $50 million a year. one person. that's how much value the top performers print with these tools. it tells you how big this thing actually is when you strip away all the doom takes.

14. one friend paid $200 to get his entire DNA decoded (this used to cost millions of dollars and take years to do). then he gave the AI his DNA, his blood test results, and his apple watch data. the AI built him a full health dashboard and started telling him exactly what to fix.

15. another friend (almost certainly zuckerberg) put two cameras in his home jiu jitsu gym. AI now watches him spar and gives him notes on his technique after every round. like having a world-class coach at every practice for free.

16. the best programmers in silicon valley now run 20 AI coding bots at the same time. each bot writes code while they review the others. they call themselves "AI vampires" because they've stopped sleeping. going to bed means 20 workers stop working and you literally lose money every hour you're out.

17. the obvious next step: the bots will start running their own bots. one human in charge of 20 bots, each in charge of 20 more bots. one person running an entire company of 1000 AI workers from a single laptop. this is months away, not years.

[Mario Nawfal @MarioNawfal]

🇺🇸 For just a few minutes every year, Yosemite's Horsetail Fall turns into a river of fire.

Miss the window by an hour and you get a regular waterfall.

Nature doesn't do encores.

[The All-In Podcast @theallinpod]

“I am going to probably use $300M of Anthropic this year at Salesforce.” - Marc Benioff

“ These coding agents are awesome. Anthropic is awesome.

Coding, everything's going to be cheaper to make, it's more efficient.

I can do things that I just could not do before. I can go faster than ever before. I can implement my software and sell it at the same time. I've never been able to do that before. Today, I have humans, agents, and headless platforms all interoperating, never before.

So the opportunity for my own company and the efficiency that I have in my own company, in service and support, in distribution and marketing, across the board, is unprecedented. What I can do for our customers, unprecedented.

And, to that point, my gosh, have you seen Anthropic? It is a rocket ship that will not stop.”

[Notre Dame Lacrosse @NDlacrosse]

FINAL FOUR BOUND!

For the 3rd time in the last 4 seasons, Notre Dame is heading to Championship Weekend!

#GoIrish☘️