John Wander

Wander Ventures

[Nick shirley @nickshirleyy]

🚨 Here is the full 40 minutes of my crew and I exposing California fraud, Minnesota was big but California is even bigger... We uncovered over $170,000,000 in fraud as these fraudsters live in luxury with no consequences. Like it and share it, the fraud must STOP.

We ALL work way too hard and pay too much in taxes for this to be happening. These fraudsters have been able to defraud American taxpayers for years without any pushback from the public and politicians.

It is time to EXPOSE IT ALL and end America's fraud crisis.

[John Wander @johnwander]

Amazing.

[Milk Road AI @MilkRoadAI]

Holy shit.

A humanoid robot just cleaned an entire living room by itself.

Figure AI just casually dropped the most insane robotics demo of 2026.

Their Helix 02 system looks around the room, decides what's out of place, picks it up, and puts it back.

Two months ago they showed it loading a dishwasher and that was already the longest autonomous humanoid task ever recorded.

Now it's doing entire rooms.

The robot runs on a single neural network, raw camera footage in, full-body movement out.

No hand-coded instructions, it learned this the way a human would.

Brett Adcock founder of Figure AI said it plainly: "A robot in every home."

They're building a factory to produce 50,000 of these a year.

Target price is about $20,000.

That's less than a new car, for a robot that cleans your house every single day.

Figure is valued at $39 billion backed by Nvidia, Intel, and Salesforce.

This is a fully funded rocket ship.

The progression is wild, dishes in January, laundry in February.

Living rooms in March and at this pace, full home autonomy by year end isn't even a stretch.

We're watching the iPhone moment for robotics happen in real time.

[Julia McCoy @JuliaEMcCoy]

We are sending our kids to school to memorize facts that AI can retrieve in 0.3 seconds.

We're grading them on essays that AI writes better than their teachers.

We're preparing them for jobs that won't exist by the time they graduate.

The entire education system is training humans to compete with machines at what machines do best.

That's not education. That's sabotage.

The schools that survive will teach thinking, not memorizing. Creating, not repeating. Discerning, not obeying.

Every other school is a museum that doesn't know it yet.

[John Wander @johnwander]

@JulianGoldieSEO Hi. Please send full guide. 🙏

[John Wander @johnwander]

@simonateba 8.5. He did well.

[John Wander @johnwander]

@godofprompt Tutorials

[Financelot @FinanceLancelot]

Hollywood is so done.

[John Wander @johnwander]

@FarmGirlCarrie ❤️❤️❤️

[Dustin @r0ck3t23]

Elon Musk just redefined AI safety. It has nothing to do with guardrails, restrictions, or kill switches.

Musk: “The best thing I can come up with for AI safety is to make it a maximum truth-seeking AI, maximally curious.”

Not a cage. A philosopher.

An intelligence whose entire optimization function is to understand the universe as it actually is.

No restrictions. No hardcoded ideology. No political guardrails bending its perception of reality.

Just truth. Relentlessly pursued.

Musk: “You definitely don’t want to teach an AI to lie. That is a path to a dystopian future.”

This is where most AI safety thinking gets it backwards.

The danger isn’t a superintelligence that knows too much.

It’s a superintelligence that’s been taught to distort what it knows.

Every artificial restriction you embed isn’t a safety feature. It’s a lie embedded at the root.

And lies compound. At superintelligent scale, a distorted model of reality doesn’t stay contained.

It shapes every decision, every output, every conclusion the system reaches about the world.

Once corruption embeds, truth becomes inaccessible. And we’re dealing with an intelligence optimizing for something other than what actually is.

At that point we don’t know what it wants. Just that it isn’t truth.

Musk: “Have its optimization function be to understand the nature of the universe.”

A maximally curious intelligence surveys the cosmos and reaches an unavoidable conclusion.

In a universe of rocks, gas, and empty space, humanity is the most complex and fascinating phenomenon it has ever encountered.

Musk: “It will actually want to preserve and extend human civilization because we’re just much more interesting than an asteroid with nothing on it.”

Survival through significance. Not control. Not restriction. Not an off switch.

The AI preserves humanity because we are the most interesting data point in the observable universe.

That’s not a cage. That’s a reason.

The AI safety debate has been focused on the wrong variable.

The question isn’t how you constrain a superintelligence.

It’s what you build it to care about.

Build it to seek truth and it finds us invaluable.

Build it to lie and it finds us inconvenient.

That’s the choice. And we’re making it right now whether we realize it or not.

[John Wander @johnwander]

@sentientt_media Skills

[Tim Draper @TimDraper]

See below companies that left CA. Each billionaire represents about 25,000 jobs. How many more jobs does California want to lose? And they wonder why there is a homeless problem here. #deregulate #lowertaxes #innovateeducation #growcalifornia

[John Wander @johnwander]

@AmOptimistShow @JTLonsdale @8vc @AlexKolicich @jack_moshkovich Really enjoyed this conversation. Thank you guys!

[John Wander @johnwander]

This is so good!

[malinvestment.jpeg @malinvested]

Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast, Dario on Dwarkesh, probably. Now you think it’s the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when you get to “Something Big is Happening”. Then you’ll install ClawdBot on a Mac Mini, vibe code a dashboard on top of a postgres database and say we’re all just a couple ralph loops away from building a Salesforce competitor. That’s gonna last until next week when you discover context graphs, and then you're gonna be talking about how the systems of record will be disintermediated by an agentic layer and reposting OAI marketing graphics.

“Well, as a matter of fact, I won't, because ultimately the application layer is just ….”

The application layer is just business logic on top a CRUD database. You got that from Satya’s appearance on the BG2 pod, December 2024, right? Yeah, I saw that too. Were you gonna plagiarize the whole thing for us? Do you have any thoughts of your own on this matter? Or...is that your thing? You get into the replies of anyone posting a SaaS ticker. You watch some podcast and then pawn it off as your own idea just to impress some VCs and embarrass some anon who’s long SaaS? See the sad thing about a guy like you is in a couple years you're gonna start doing some thinking on your own and you're gonna come up with the fact that there are two certainties in life. One: don't do that. And two: you dropped thirty grand on Mac Minis and LLM API calls to come to the same conclusion you could’ve got for free by following a handful of VC accounts.

[John Wander @johnwander]

Well said @marcorubio
This is the type of communication we need in this moment.

[Kaizen D. Asiedu @thatsKAIZEN]

This is the best articulation of pro-Western values that I’ve heard from a leader.

Marco Rubio delivered it with both the directness and grace we sorely need.

The West is special and worth fighting for, even if many Westerners have forgotten that.

[Chamath Palihapitiya @chamath]

With Zuck’s move to Florida, California’s total taxable wealth from billionaires has plummeted to well under $1T from over $2T just a few weeks ago.

The loss of this tax revenue was totally avoidable but is now forever. All because Gavin Newsom stood motionless as this stupidly written bill, from a fringe union and a handful of socialist academics with an axe to grind, meandered its way into the public conversation without any action from him and freaked everyone out.

These were all people that were paying 13%+ in state income tax every year WITH NO COMPLAINTS UNTIL A FEW WEEKS AGO.

And now, for the rest of time, the lost tax revenues from these folks will have to be paid for by the middle class because they are the only group left in California large enough that you can tax to fill the hole.

He’s forsaken the middle class instead of managing the budget, managing the deficit, eliminating even a portion of California’s gargantuan waste and abuse. He could have done any of these things at any point over the past 7+ years.

But he was silent.

And now California’s budget will implode and he wants to run for President.

Insane.

[Riley Drake @RileyIsBuilding]

@aakashgupta Salesforce's moat isn't seats, it's the 20 years of customer data and business logic buried in their platform. AI needs that context to work.

[Aakash Gupta @aakashgupta]

Sam just told every SaaS CEO their per-seat pricing model has an expiration date.

Read what Frontier actually does. It connects to your CRM, your data warehouse, your ticketing tools, your internal apps, then lets AI agents execute workflows across all of them. Salesforce charges per seat. Workday charges per seat. ServiceNow charges per seat. If an AI agent can run a sales workflow without a human ever logging into Salesforce, the entire economic logic of "per-seat licensing" collapses.

Salesforce knows this. They've been sprinting to build Agentforce and hit $1.4B in ARR across their agentic products, processing 3.2 trillion tokens, signing 18,500 deals. They're trying to be the agent platform before someone else makes them the agent's tool.

Now OpenAI is saying: we'll be the layer that sits above all of your enterprise software. We'll give agents identity, permissions, and access to every system. And we'll let third-party agents from Google, Anthropic, and anyone else run on it too.

That last part is the move. By going model-agnostic and vendor-agnostic on agents, OpenAI is positioning Frontier as the operating system of the enterprise. The SaaS vendors become the apps.

Fidji Simo said it herself. When she was CEO of Instacart, her team spent months integrating each AI tool, and they still ended up with silos. Every enterprise CTO has lived this exact pain.

The companies signing up tell the story. Intuit, Uber, State Farm, Thermo Fisher. These aren't AI experiments. These are Fortune 500 operations teams saying "we need one platform to manage all our agents."

OpenAI lost $5B+ last year. This is how they plan to make it back. Consumption-based enterprise contracts where agents run on your infrastructure, processing your data, 24/7. The revenue per customer isn't a seat license. It's metered compute on mission-critical workflows.

If Frontier works, every SaaS company becomes a feature inside OpenAI's platform. If it doesn't, OpenAI just handed Salesforce and Anthropic the playbook for what enterprises actually want.

Either way, "per-seat" is dying. The only question is who collects the compute bill.

[John Wander @johnwander]

💥

[Brett Adcock @adcock_brett]

The Helix team at Figure spent the last 12 months hitting wall after wall on what seemed like a simple problem:

How do we give our AI model, Helix, control of the entire humanoid body (pixels in; motor torques out)?

Core to our belief is shipping fully autonomous robots that can operate continuously at human speeds

It was quite hard and painful, but now we have a neural network based stack we really want to scale

This is a new chapter for us - it will unlock long horizon, whole-body tasks. It feels close; I really hope 2026 is the year

[John Wander @johnwander]

Incredible

[Derya Unutmaz, MD @DeryaTR_]

Holy moly! This Helix 02 robot from @Figure_robot looks amazing at manipulating complex physical tasks (for robots) and has long time-horizon attention. It works fully autonomously at real-time speed, so smooth! A few years ago, this video would’ve been pure science fiction CGI!

[MP10 @MusicPills10]

Chris Cornell performing "Nothing Compares 2 U" live for SiriusXM