Preston

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[Preston @buildingpreston]

We need to start requiring visas for SF people to come to NYC

[Kushal Byatnal @kushalbyatnal]

Announcing Bagel-Bench: the definitive guide to NYC bagels.

Every Friday for the past 2 years, we’ve ordered bagels for the whole @ExtendHQ team. 1000s of bagels later, we’re publishing our findings:

S-tier: Apollo and Bagel & Schmear are SOTA, pushing the frontier on the taste × reliability Pareto curve. two of NYC’s leading applied bagel labs

A-tier: Brooklyn Bagel, NYC Bagel & Coffee House, and Murray’s are strong production-ready alternatives. The gap to the frontier is real, but we remain bullish.

B-tier: solid baselines, but we’d like to see more bagel R&D

C-tier: these shops have impressive distribution. We’d love to see that same investment in the core model

D-tier: significant work to do before we’d recommend consumption

like all benchmarks, this one is biased. unlike most benchmarks, we’re admitting it upfront.

what bagel should we eval next?

[Buyside Hub @Buyside_Hub]

With Junior Analysts managing AI agents, Goldman is questioning the future of traditional middle managers.

“That management task no longer sits with the middle manager; it sits with the front line."

“We don’t quite know what’s going to happen to that group.”

[Preston @buildingpreston]

i find openrouter data very interesting, but my question is always who actually routes their queries through openrouter?

[Social Capital @socialcapital]

In the last week of September, DeepSeek models processed more tokens on OpenRouter than OpenAI, Google, Anthropic and xAI models combined.

[Maggie Rogers @maggieerogers]

Drake we do not have time for this

[Preston @buildingpreston]

@arpitrage @DKThomp Is there empirical evidence of crowding out of treasury supply from hyperscaler debt?

[Preston @buildingpreston]

@danshipper @every wish there was another @every to give a vibe check on the every agent

[Preston @buildingpreston]

@HighyieldHarry @atelicinvest A one size fits all AI for SMBs solution doesn’t exist. Deep operator knowledge is required to create internal tooling that leads to actual efficiency/efficacy gain, so most AI implementation ends up being highly specialized use cases that might only fit a segment of an industry

[Preston @buildingpreston]

@BrainsAndTennis i’ll never not recognize fed vs rafa AO 2017. my goats

[Preston @buildingpreston]

just take away my credit card if i ever text doordash “order my usual” and it understands me

[Andy Fang @andyfang]

You can now just text DoorDash and let it order for you. It’s proactive, learns from your repeat orders, and helps you find the best deals and new spots.

Just tell it what you want without any extra setup. Ask it to reorder your usual, or add it to a group text to collect everyone’s orders. You can even send a photo of your fridge and it’ll tell you what ingredients you’re missing for a recipe you want to make and deliver the ingredients to your doorstep.

We believe agents are a new app paradigm and are building for that future at @AIatDoorDash, with a lot more to come. This feature is in beta in the US, would love for you to let us know what you think! Waitlist: https://t.co/H9cMANz6Gi

[Preston @buildingpreston]

one week(?) in and opus 5.5 has been insanely good

[Preston @buildingpreston]

@TheStalwart Keeping debt off balance sheet avoids consolidating at corporate level which would surely have an impact on credit ratings

[Preston @buildingpreston]

Whoop should have went IPO when it had the chance

[Valuetainment @valuetainment]

NEW: Apple is developing a screenless fitness tracker to rival Whoop.

[Preston @buildingpreston]

@WillManidis i suspect the short answer is no; too much info is proprietary and gets passed along in oral tradition. journalists see the most public deals and scrape the surface

[Preston @buildingpreston]

@richardzphotoz interested!

[Citrini @citrini]

@algoflows they’re only called bonds if they’re from the bond region of the treasury, otherwise theyre just sparkling IOUs

[Preston @buildingpreston]

@TheStalwart And they said we’d never get back to ZIRP behavior

[Preston @buildingpreston]

@SMB_Attorney huh? this headline is exactly the opposite. distributions locked up so LPs will hesitate to commit to new investments

[Preston @buildingpreston]

the current fiscal crisis won't be solved until after 2028. between now and then, a lot of damage can be done in financial markets

[Preston @buildingpreston]

@IlliquidInsight jevons paradox at work

[toucan wants blackwell gpus, DM @distributionat]

Datacenters play into America's two strengths, which are hardcore financial engineering and inventing things that require financial engineering.