𝙅𝙝𝙤𝙤𝙢𝙚𝙧 𝙎𝙞𝙣𝙝𝙖

Building Alum @IIMA @RPSGCapVen @Acumen @Accenture

[Deedy @deedydas]

This is one of the least known typed of AI apps, yet 12 of the top 50 Entertainment apps in the US fall into this category.

It's short form drama: AI-generated shows with 30-60s episodes.

Most of the publishers are from China and there are >250M global monthly users.

And it's all, well, see for yourself..

[George Sivulka @gsivulka]

https://t.co/aLTltYpmcj

[Arena.ai @arena]

Big news: Kimi-K3 by @Kimi_Moonshot is now #1 in the Frontend Code Arena with 1679 pts, surpassing Claude Fable 5.

This is a 17-place jump from Kimi-k2.6 (#18 -> #1).

In Frontend, Kimi-K3 ranked #1 in 6 of 7 domains: Brand & Marketing, Reference-Based Design, Data & Analytics, Consumer Product, Simulations, and Content Creation Tools, landing #2 only in Gaming behind Fable 5.

The full model weights will be released by July 27.

Congrats to the @Kimi_Moonshot team on this major milestone!

[𝙅𝙝𝙤𝙤𝙢𝙚𝙧 𝙎𝙞𝙣𝙝𝙖 @jhoomer]

Hard Relate

[SANYA | Corporate Athlete Method @sanyayyyy]

I wasted 6 years learning this the hard way.

But I’ll teach you in 5 minutes. If you’re soft, stop reading now.

Here are 10 uncomfortable truths about getting fit in India:

[𝙅𝙝𝙤𝙤𝙢𝙚𝙧 𝙎𝙞𝙣𝙝𝙖 @jhoomer]

The stories we live for.

[Will Ahmed @willahmed]

You have no experience.
You’ve never started a company.
You’ve never had a full time job.
Nike is going to kill you.
You’re a kid.
You don’t have technical skills.
You shouldn’t build hardware.
Apple is going to kill you.
You can’t build hardware.
You can’t measure heart rate non-invasively.
Athletes don’t care about recovery.
Under Armour is going to kill you.
It won’t be accurate.
You don’t listen.
You’re an ineffective leader.
You can’t recruit great talent.
You’re going to have to pay every athlete.
You can’t measure sleep non-invasively.
It’s too expensive to research.
Athletes are a small market.
The product costs too much to make.
The product costs too much to sell.
Your valuation is too high.
Consumers aren’t going to want it.
Hardware is too hard.
You should measure steps.
Fitbit is going to kill you.
You can’t build a marketing engine.
You can’t raise enough money.
You need a real CEO.
Google is going to kill you.
You can’t be a subscription.
You can’t build a brand.
You can’t do consumer in Boston.
Your valuation is too high.
You shouldn’t make accessories.
You shouldn’t make apparel.
Lululemon is going to kill you.
You can’t predict Covid.
Stay in your niche.
You are going to run out of money.
You can’t build a health platform.
Amazon is going to kill you.
You can’t measure blood pressure.
You can’t get medical approvals.
The market is too small.
You don’t understand AI.
The market is too competitive.
It won’t work internationally.
The supply chain is too complicated.
You can’t build an AI.
You can’t raise enough money.
It’s too competitive.
Healthcare isn’t going to want it.
…

Just keep going ✌️

[Gabbar @GabbbarSingh]

A brand new trend of microdramas is upon us. Today 2 PM, at the AI Impact Summit, @_KukuTVOfficial steps into the spotlight with India's First AI generated microdramas, setting the tone for a new era of tech enabled storytelling from India. This is the AI usage I like. Check it out.

[𝙅𝙝𝙤𝙤𝙢𝙚𝙧 𝙎𝙞𝙣𝙝𝙖 @jhoomer]

So harsh, so true.

[DAN KOE @thedankoe]

https://t.co/7l7Jef99QZ

[Nassim Nicholas Taleb @nntaleb]

This is from the new IMF GDP estimate (PPP). If it doesn't destabilize your beliefs about the structure of the world, you are hopeless.

China is already much larger than the US and EU.; India is already the 3rd economy.

[Sundar Pichai @sundarpichai]

We see Willow as an important step in our journey to build a useful quantum computer with practical applications in areas like drug discovery, fusion energy, battery design + more. Details here: https://t.co/dgPuXOoBSZ

[Katherine Dee 🐬/acc @default_friend]

Social media basically brought us to something like an oral culture:

- We're not illiterate in the sense that we can't read, our writing approximates our speaking
- Our writing isn't as complex because it doesn't function like text used to
- We both archive everything and trust our collective memory -- everything is saved, bookmarked, etc. but never revisited (when was the last time you bookmarked a website or even checked your own likes?)
- For information to be remembered it has to be recirculated, repeated, or go viral or we forget because time moves so fast (similar to storytelling?)
- You can't look things up easily because we live in a perpetual now -- if you don't understand the context of the discourse, you need to ask someone to catch you up
- This also makes society very participatory
- This has weird knock-on effects like needing to *always* be online to know what's going on in the world - you can't just hermit away and study, at a minimum you're lurking
- Because of the way the Internet treats time, when we do revisit the past, it's marked by events vs. actual moments in time - do you remember 2017 or what was meme-worthy then?
- There's always a current thing
- Language evolves quickly; things feel dated quickly
- We determine if things are truthfulness through vibes/tribal consensus - there are authorities but they're cults of personality vs. institutions
- You can't "just learn" things, you need to be in the right networks
- Memes, copypastas, etc. are very similar to oral cultures
- I actually don't know if any of this is right so feel free to correct me

[Sahil Bloom @SahilBloom]

This Dartmouth experiment blew my mind...

(on accountability and avoiding a victim mentality)

[𝙅𝙝𝙤𝙤𝙢𝙚𝙧 𝙎𝙞𝙣𝙝𝙖 @jhoomer]

High time we bring back the thought process - “A thing of beauty is a joy forever”

[The Culturist @the_culturist_]

Should everyday objects be beautiful, or useful?

Here's how to fight back against functionality.

And why beauty matters in the mundane... (thread) 🧵

[The Culturist @the_culturist_]

Should everyday objects be beautiful, or useful?

Here's how to fight back against functionality.

And why beauty matters in the mundane... (thread) 🧵

[𝙅𝙝𝙤𝙤𝙢𝙚𝙧 𝙎𝙞𝙣𝙝𝙖 @jhoomer]

@kushalbhagia Many congratulations

[𝙅𝙝𝙤𝙤𝙢𝙚𝙧 𝙎𝙞𝙣𝙝𝙖 @jhoomer]

Yup, yet to apply integration to my work

[𝙅𝙝𝙤𝙤𝙢𝙚𝙧 𝙎𝙞𝙣𝙝𝙖 @jhoomer]

🍿 👀 🍿

[Deedy @deedydas]

Leaked OpenAI letter signed by ~500 employees including Ilya threatening to quit and join Sam at Microsoft unless the entire board resigns —

OpenAI is the world’s leading AI company. We, the employees of OpenAI, have developed the best models and pushed the field to new frontiers. Our work on AI safety and governance shapes global norms. The products we built are used by millions of people around the world. Until now, the company we work for and cherish has never been in a stronger position.

The process through which you terminated Sam Altman and removed Greg Brockman from the board has jeopardized all of this work and undermined our mission and company. Your conduct has made it clear you did not have the competence to oversee OpenAI.

When we all unexpectedly learned of your decision, the leadership team of OpenAI acted swiftly to stabilize the company. They carefully listened to your concerns and tried to cooperate with you on all grounds. Despite many requests for specific facts for your allegations, you have never provided any written evidence. They also increasingly realized you were not capable of carrying out your duties, and were negotiating in bad faith.
The leadership team suggested that the most stabilizing path forward - the one that would best serve our mission, company, stakeholders, employees and the public - would be for you to resign and put in place a qualified board that could lead the company forward in stability.

Leadership worked with you around the clock to find a mutually agreeable outcome. Yet within two days of your initial decision, you again replaced interim CEO Mira Murati against the best interests of the company. You also informed the leadership team that allowing the company to be destroyed “would be consistent with the mission.”
Your actions have made it obvious that you are incapable of overseeing OpenAI. We are unable to work for or with people that lack competence, judgement and care for our mission and employees. We, the undersigned, may choose to resign from OpenAI and join the newly announced Microsoft subsidiary run by Sam Altman and Greg Brockman. Microsoft has assured us that there are positions for all OpenAI employees at this new subsidiary should we choose to join. We will take this step imminently, unless all current board members resign, and the board appoints two new lead independent directors, such as Bret Taylor and Will Hurd, and reinstates Sam Altman and Greg Brockman.

[Trung Phan @TrungTPhan]

Birkenstock IPO’d today at a ~$8B valuation.

Its CEO Oliver Reichert did a massive turnaround in the past decade: sales 5x’d from $125m in 2012 to $1.3B in 2022.

The wildest part: he has zero background in footwear or fashion.

Prior to taking over the top job in 2013, he was a crisis reporter in Africa and an exec at a German sports TV station.

Reichert was introduced to the Birkenstock family in 2009 via an art dealer friend and became an external consultant.

The brand was struggling because the Birkenstock family had three heir sons battling over strategy and control.

Reichert created a plan for two of the brothers to exit the business, which simplified the corporate structure.

Then he went to realize the full potential of the brand:

▫️NEW MODELS: The most iconic Birkenstocks retail for ~$130. In 2015, the company released a water-proof EVA rubber sandal at half the price, $50-60. This sandal now accounts for ~15% of the 30m Birkenstock units sold.

▫️DTC: The website Birkenstock dot com was launched in 2016 and the online channel has gone from 0% to 38% of sales in 7 years.

Birkenstock went wild during the pandemic (work from home boost) and 90% of interest is word-of-mouth (US Birkenstock owners have 3.6 pairs on avg).

He 3x’d the workforce to 4k+ and — even as sales grew 5x — expanded operating margin from 27% to 35%.

For the effort, he owns at least ~5% of Birkenstock (~$400m).

One of the better “consultant comes in and fixes business” stories I can remember.

Not bad for someone who said in an interview with The Cut in 2018, “I don’t give a shit about fashion.”

[Alex Hormozi @AlexHormozi]

If you feel like you’re behind where you should be by now…

If you feel like you’re losing…

If you’re not sure it’s gonna work…

There’s nothing wrong with you.

Welcome to entrepreneurship.

[Alex Hormozi @AlexHormozi]

“When I was 20 I wanted to be a millionaire…Now that I’m a millionaire, I want to be 20.”

I overheard a version of this.

Makes me realize that when I’m 40, I’d rather be 32 (my age) with nothing, just to be 32 (again).

A different frame on gratitude I thought I’d share.

[Morgan Housel @morganhousel]

A lot of good company culture is just paying people well and leaving them alone.