CJ

Father. Investor. Exploring AI, business economics, and how companies change. Sharing observations and learning from builders.

[CJ @CJ_ZWW]

@ZhangTaisu Ritual is itself a form of governance. It may be symbolic, but symbols carry information: they reveal the balance of power, establish hierarchy and expectations, and shape how other nations interpret and engage with both sides.

[CJ @CJ_ZWW]

@alexandr_wang Its a no brainer idea to be honest but prob not worth your time. Let someone else lead it. Stay focused at the frontier of AI.

[CJ @CJ_ZWW]

@sorianmare Why do you like Amazon so much? Won't Shopify gain on them by allying with Meta? Muse is taking off.

[CJ @CJ_ZWW]

@corleonecapital AI is going to be amazing for DoorDash. They are using AI to move faster, ie onboarding new merchants 35% faster. Over 2/3 new code generated by AI. They are replatforming and will likely emerge super powerful. They’ll figure out the AI game, dude is on Meta Board. Just saying…

[CJ @CJ_ZWW]

@packyM Meta still got that startup spirit. Its not some stuffy corporate place where people are afraid to talk, afraid to rock the boat, afraid to do things.

[CJ @CJ_ZWW]

@hsu_steve This is a massively under appreciated fact, drowned by “China bad” , “China steals” narratives

[CJ @CJ_ZWW]

@robprogressive @TheMattViera Being a dad is the most important thing to me, but to each their own. Lets not kid ourselves, being a dad doesnt mean we are less selfish.

[CJ @CJ_ZWW]

@ChrisGPT All you have to do is fight corporate bureaucracy once to understand how difficult it is to drive change. Your prediction simply isnt happening for the vast majority of enterprises.

[CJ @CJ_ZWW]

@garrytan @ChrisGPT Agreed Garry. People who make dramatic predictions never fought corporate bureaucracy. The vast majority of companies cannot possibly chat that fast.

[CJ @CJ_ZWW]

Respect to Jack Welch for seeing China’s rise 25 years ago. From Jack: Straight from the Gut (2001)

[CJ @CJ_ZWW]

@munster_gene The success of Muse is not even a little bit a read through on the success of Duo, FSD etc.

[CJ @CJ_ZWW]

@haider1 reason is we respect genius and want to know what they think. Einstein was asked about all sorts of social issues outside his circle of competence.

[CJ @CJ_ZWW]

@michaelsikand These businesses will lose out, since my agents can easily find alternatives to most merchants.

[CJ @CJ_ZWW]

@alexandr_wang You should partner with Pop Mart, creator of LaBuBU and have them made and widely distributed! Id buy one for the kids.

[CJ @CJ_ZWW]

@amitisinvesting This certainly is great news, good job Scotty! Looking forward to great Trump Xi talks. Hopefully they lead to surprise bangers like major trade deals, reduce tariffs, easing tech restrictions, EV joint venture. Make America Great Again!

[CJ @CJ_ZWW]

Jensen Huang on China and AI:

“They want China to be safe. They want China to have the benefit of AI. They want China to prosper just as we want the United States to prosper.

“I’m glad they have ambitious expectations and aspirations. Don’t you wish every country has aspirations and ambitions for a better tomorrow? And I love that about them.

“As they advance the technology, we ought to make sure that we work with each other as much as we can, as much as we can.”

CBS Sunday Morning. Lightly edited for clarity.
https://t.co/mFYY45BOJL

[CJ @CJ_ZWW]

@CoachDanGo This is why I don't expect my children to understand, until they become parents. Its a privilege to be a parent, and one should not expect gratefulness, but to earn it.

[CJ @CJ_ZWW]

@plzaccelerate Its not that others got it wrong, its that for Sam’s startup he captures all the upside without much to lose, whereas TSMC will be on the hook for oversupply. Memory guys are pricing gouging and limited supply is working just fine for them.

[CJ @CJ_ZWW]

@adamshuaib @BitClops You can do that after you become ultra successful. Thats one of the benefits of ultra success. Don’t copy that behavior before you have made it.

[CJ @CJ_ZWW]

@8teAPi The old is dead, which is why we urgently need to find the new way forward. We are never putting the AI genie back in the bottle. We simply have to innovate our way to a better future for mathematics.