AlphaBets

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[Mori @0xjmori]

SpaceXAI lead engineer (ex-Cursor):

"99% of people are still typing into a chat window

1% have already hired a team

I run 6 bots

My Chief of Staff wakes me up at 5am with my entire day planned

My travel bot delegates to my flight bot and hotel bot while I sleep"

In just 27 minutes, he shows exactly how he built the entire team from scratch

Chat → Copilot → GrokBot → Bot Teams → Self-Improving Systems

Prompting was the old workflow

Hiring bots is the next one

This 27-minute talk is worth more than most $1,000 agent engineering courses

Bookmark it and watch today

Then read how to hire your first GrokBot in the article below ↓

[a16z @a16z]

Where does money invested into the AI buildout actually go?

For every $100 flowing into the supply chain:
- $50 to chips
- $20 to power
- $15 to networking
- $15 to cooling, buildings, and land

More charts in State of Markets II: https://t.co/MTaxKUxa2w

[AlphaBets @bigalphabets]

@hubermanlab Nutrition for skin health: supplements, diet, does collagen protein help

[Inc. @Inc]

Was remote work just a result of an interest-rate-zero economy? @AnnieG https://t.co/LWqRZgZQ1Z

[Compounding Quality @QCompounding]

🧵🏆 20 Undervalued Quality Stocks

Stocks in an oligopoly (where a few players dominate the entire market) outperform the S&P500 with a wide margin.

In this thread, we'll discuss the 20 best stocks ⬇️⬇️⬇️

[BuccoCapital Bloke @buccocapital]

Market can’t bottom till Golden Goose, a company that tricks people into paying $550 for shoes that look like you stepped in poop, goes bankrupt

[Aaron Levie @levie]

43% of the job of a founder is to scan the internet for best practices and then send emails to colleagues about them.

[The Leuthold Group @LeutholdGroup]

The Norm S&P 500 PE closed yesterday at 23.4x— exactly ten points above the median of the last 12 bear market lows. We know that “valuations aren’t timing tools,” but bulls should be cognizant that if the market were to bottom here, it would represent the “priciest” bear market.

[GURGAVIN @gurgavin]

MICHAEL BURRY JUST SAID THESE 200 + COMPANIES SHOULD GO TO 0 BUT HE DID NOT PROVIDE THE LIST

DON'T WORRY I GOT THE ENTIRE LIST FOR YOU GUYS.

[AlphaBets @bigalphabets]

@realMeetKevin @Tesla @elonmusk

[Talia Goldberg @TaliaGold]

An early stage founder asked me how I came up with the valuation for their startup?

It is a common question, so I wrote my answer here. There are many ways to value early stage companies, but my favorite is the scenario analysis.
https://t.co/d0VsO79c9i

[Andy Altman @theandyaltman]

New video! This was a fun one. We went underground to see the world's most powerful X-ray laser at @SLAClab
https://t.co/ryt1MLSReZ

[Mike Belshe @mikebelshe]

In 1995 I was lucky to be 24 and join Netscape to help usher in the Internet era. Today, if you're 24 and have the opportunity to join the crypto era, don't miss it. This is a life changing moment. @GalaxyDigitalHQ @bitgo

[AlphaBets @bigalphabets]

@AnnieG @joshlittle @volley_app @ProductHunt Looks cool

[Mike Belshe @mikebelshe]

If you're at a top 10 finance company (probably don't read Twitter) and want to know the playbook that @bitgo, @galaxydigital and @coimbase will use to eat your lunch, it's all spelled out by @Benioff here:

https://t.co/IV0Z1ih2z0

[Carl Quintanilla @carlquintanilla]

"The average hospital stay for COVID-19 has cost Delta $40,000 per person .."

$DAL

[Rand Fishkin (follow @randderuiter on Threads) @randfish]

I love a good Venn Diagram.

[Brian Roemmele @BrianRoemmele]

Some folks find this movie hard to fathom.

This is not a rendering it is humanity seeing our largest planet in the solar system.

This is Cassini passing by Jupiter’s great red spot and moons Io and Europa in the foreground.

Magical moments.

[Julian Scurci @JulianScurci]

Travis Kalanick's stealth $5 billion startup CloudKitchens is Uber all over again, ruled by a 'temple of bros' https://t.co/SFxufDhI7a

[Inc. @Inc]

Here is how to make sure you don't see a summer slump in productivity. @annieg https://t.co/C0IGbIOlXY