Adam J. Gould

Student of markets, vinyl enthusiast, ballhawk, denizen of Dogpatch.
Practicing wealth advisor - hot wife, two kids. Enjoys getting technical.

[Othman Laraki @othman]

The AI revolution in cancer is already happening, but looks quite different than what most people expect ↓
https://t.co/SlU95zJy41

[BSAT Properties @BSAT_Properties]

I was on a train in Tokyo. We stopped between stations. Announcement in Japanese, then in English: "We apologize for the delay. We will resume shortly."

The delay was maybe 3 minutes. Not a big deal.

When the train started moving again, another announcement: "We sincerely apologize for the delay. We were stopped for 3 minutes and 20 seconds. This is unacceptable. Thank you for your patience."

Three minutes and twenty seconds. They measured it exactly. And called it unacceptable.

When I got off at my stop, there were station staff on the platform bowing and handing out delay certificates.

I took one out of curiosity. It was an official document stating that the train had been delayed by 3 minutes and 20 seconds, signed and stamped.

The staff member said in English "for your employer. So they know the delay was not your fault."

I said I'm a tourist, I don't need it. He looked confused. "But the delay affected you. You deserve an apology."

Three minutes. They were treating a three-minute delay like a major incident.

Later I mentioned this to a Japanese friend. They said "oh yes, delay certificates are normal. Trains are supposed to be exactly on time. If they are late, they must apologize."

I said three minutes isn't late, it's nothing. My friend said "in Japan, three minutes is late. On time means on time. Not approximately on time."

They said the train company probably investigated why there was a 3-minute delay. "They will find the cause and fix it so it doesn't happen again."

I kept the certificate. It's framed in my apartment now. A reminder that somewhere in the world, people care about three minutes.

© 6IX.

[claire vo 🖤 @clairevo]

This makes me sick and want to move my kids out of SF.

Not because it’s too expensive. But because tech striver culture is so warped, I worry it’s unhealthy for them to be around.

By any objective measure this is not “broke,” not even in SF (ELEVEN MILLION PRE TAX!!!! 3M house! Chunky nest egg! An email job that lets you pay for private school AND a f/t nanny!) This is not a “996 and camping” lifestyle. This is a “we’re taking the kids to Japan for 2 weeks with the au pair” lifestyle.

It’s not the expense that keeps people trapped, it’s the mindset.

There will always be someone with more. The only way you can be truly poor is being unable to see your blessings for what they are and let someone else decide what is and isn’t “enough.”

[Andrew Jeffery @credealjunkie]

A friend's teenage daughter is going to visit San Francisco and asked me to draw a map of "where not to go in SF."

How'd I do?

[StripMallGuy @realEstateTrent]

I was on the phone today with a friend who’s deep in the startup scene in San Francisco.

His eyes completely lit up as he was telling me about the scene there right now.

“It’s AI pandemonium out here!”

People are flying in from all over the world.

They just want to be part of this moment.

He said you walk into coffee shops or restaurants and hear every language you can imagine. Young people everywhere, all chasing the AI craze, and they’re all on Claude code all day doing crazy things.

He told me the level of disruption right now feels like an absolute gold rush moment.

They’re 100% convinced this is the beginning of a massive technological change that will completely change society.

Apartments are hard to find. Rents are surging. People are doing whatever it takes to be there.

It’s a massive gold rush and everyone wants in.

[Paul Graham @paulg]

Whether the next president is a Republican or a Democrat, can we have someone with at least a little class next time? Because this is embarrassing.

[Adam J. Gould @dogpatchcapital]

@garrytan ah ha, a fellow aries

[Garry Tan @garrytan]

It's my birthday and on my birthday I want to recognize all my haters.

Haters do the best marketing. Love your haters.

[Priyanka Vergadia @pvergadia]

🤯BREAKING: Alibaba just proved that AI Coding isn't taking your job, it's just writing the legacy code that will keep you employed fixing it for the next decade. 🤣

Passing a coding test once is easy. Maintaining that code for 8 months without it exploding? Apparently, it’s nearly impossible for AI.

Alibaba tested 18 AI agents on 100 real codebases over 233-day cycles. They didn't just look for "quick fixes"—they looked for long-term survival.

The results were a bloodbath:

75% of models broke previously working code during maintenance.

Only Claude Opus 4.5/4.6 maintained a >50% zero-regression rate.

Every other model accumulated technical debt that compounded until the codebase collapsed.

We’ve been using "snapshot" benchmarks like HumanEval that only ask "Does it work right now?"

The new SWE-CI benchmark asks: "Does it still work after 8 months of evolution?"

Most AI agents are "Quick-Fix Artists." They write brittle code that passes tests today but becomes a maintenance nightmare tomorrow. They aren't building software; they're building a house of cards.

The narrative just got honest: Most models can write code. Almost none can maintain it.

[Adam J. Gould @dogpatchcapital]

@AlexanderTw33ts 555 20th

[Adam J. Gould @dogpatchcapital]

@DKInfoGather @ChrisJBakke want to see how amazing it is to raise a family in SF just look at the last twelve years of my wife's IG

[Chris Bakke @ChrisJBakke]

My friend who is trying to buy a single family house in SF is running 7 burner accounts talking about how Miami is the next big tech hub to free up housing inventory in SF

[Erik Brynjolfsson @erikbryn]

2022:
It's so over in the Bay Area. Miami is the future.

2026:

[Adam J. Gould @dogpatchcapital]

@garrytan @TomSteyer I'm against unions. esp local 2 and 22.

[Adam J. Gould @dogpatchcapital]

@antoniogm you need an education on the incentive system that is the IRC

[Adam J. Gould @dogpatchcapital]

@distributionat 💯

[Adam J. Gould @dogpatchcapital]

@hthieblot omg this is lame.

[Emma Waldron Chen @EmmaBWaldron]

This is why Silicon Valley is different to any other industry.

In no other industry - fashion, film, finance - would you have someone as senior as Chamath responding to a cold email.

So, why does it happen here?

Structurally, Silicon Valley is organized around, and built on, finding and funding the new thing vs just expanding the old thing.

The best new ideas often come from young, “inexperienced,” people with raw talent and intelligence.

Zuck, Speigel, the Collisons, Dell, Gates, Ellison, Chesky, Moskovitz, Andreessen, all built their companies when they were in their late teens/early 20’s.

So ignoring the young kid who has the balls to cold email you, could cost you dearly.

The kids really are the future. ✊🏻

More of this ⬇️

[Adam J. Gould @dogpatchcapital]

@tkejr_ @kamathhrishi

[Garry Tan @garrytan]

SF Bay Area and California is too important for American innovation for us to just cede it to the worst policymakers and their worst policies.

If you care about tech you have to start paying attention to local and state politics a lot more than you look at national culture war.