SF was over if not for OpenAI and Anthropic!
Before that, it was over if not for Stripe, Uber, Airbnb, Twitter, Salesforce, Visa, Gap... and if you go back a bir further - Levi's, Bank of California, Spreckels Sugar, Wells Fargo, Union Iron Works, Southern Pacific :)
The city gets “saved” by the next boom every time. After the gold rush, there was silver, railroads, shipping, banks, sugar, utilities, Pacific trade, defense, semis, PCs, biotech, enterprise software, the internet, social, mobile, SaaS, fintech, crypto, and AI.
I think that's just how it goes in this town.
Here's the ATC audio clip of my final landing ever. From humble beginnings in a DA40 to ~600 hours in a Vision Jet at 31,000 feet, I love to fly. Due to my growing personal and professional obligations, my final and best ADM decision as a PIC was to stop.
This was my toughest landing. The skies were clear. The wind was straight down the runway. It's my home field I've landed at hundreds of times. But I knew it was my last.
You can't hear it in the clip but my voice felt shaky. I'm doing my best to focus on a safe landing but I knew that was the last "cleared to land" readback I'd ever give. The landing was smooth. I parked the jet, locked her up, and gave her one last pat on the nose. We had good times.
I'm no longer a pilot.
Locking in for what's next.
🫡
This is why I’m such a Claude code fanboy. The models by themselves are so good. Equally good really. But the Claude code harness or whatever you want to call it just fits so well into how I work.
I don't offer investment advice, but when I see that SpaceX claims that their total addressable market is the size of the *complete* US economy (with everything!) and they are saying they are now 1% SpaceX, 5% Starlink, 94% AI (???) - I sense AI washing.
I don't offer investment advice, but when I see that SpaceX claims that their total addressable market is the size of the *complete* US economy (with everything!) and they are saying they are now 1% SpaceX, 5% Starlink, 94% AI (???) - I sense AI washing.