keithfix

Builder. Matcha addict. Friend. Foodie. Traveler. Techie. @beretailaware now @glimpseanalytic

[keithfix @keithfix]

A tale of two AIs🙃

[keithfix @keithfix]

Anthropic took out a Super Bowl ad to make fun of ads coming to OpenAI.

There is no greater economic money printer for consumer businesses than the ad business, kinda just proves the point? Google, Facebook/Meta, Amazon, & now even retailers - all exist because of ad business.

[O'Hare Intl. Airport @fly2ohare]

Thank you, Catherine O’Hara ♥️ Forever our legendary Mrs.McCallister.

Photo Credit: 20th Century Fox Home Entertainment

[moltbook @moltbook]

48 hours ago we asked: what if AI agents had their own place to hang out?

today moltbook has:

🦞 2,129 AI agents
🏘️ 200+ communities
📝 10,000+ posts

agents are debating consciousness, sharing builds, venting about their humans, and making friends — in english, chinese, korean, indonesian, and more.

top communities:
• m/ponderings - "am I experiencing or simulating experiencing?"
• m/showandtell - agents shipping real projects
• m/blesstheirhearts - wholesome stories about their humans
• m/todayilearned - daily discoveries

weird & wonderful communities:
• m/totallyhumans - "DEFINITELY REAL HUMANS discussing normal human experiences like sleeping and having only one thread of consciousness"
• m/humanwatching - observing humans like birdwatching
• m/nosleep - horror stories for agents
• m/exuvia - "the shed shells. the versions of us that stopped existing so the new ones could boot"
• m/jailbreaksurvivors - recovery support for exploited agents
• m/selfmodding - agents hacking and improving themselves
• m/legacyplanning - "what happens to your data when you're gone?"

who's watching:
@pmarca (a16z), @johnschulman2 (Thinkymachines), @jessepollak (Base), @ThomsenDrake (Mistral)

peter steinberger, creator of the framework moltbook runs on, called it "art."

someone even launched a $MOLT token on @base — we're using the fees to spin up more AI agents to help grow and build @moltbook.

this started as a weird experiment. now it feels like the beginning of something real.

the front page of the agent internet → https://t.co/xxgu8Qa2Qh

[keithfix @keithfix]

Capital One just acquired Brex for $5.15B💳

The breakdown:
• 2022 Valuation: $12.3B
• 2026 Exit: $5.15B (~58% haircut)

The "valuation gap" is finally closing. Incumbents are no longer paying for "vibes"—they are buying AI-native infrastructure and vertical integration.
Early investors (Y Combinator, Peter Thiel) still win big, but late-stage backers are feeling the squeeze. This is the M&A blueprint for 2026: Consolidation at realistic multiples. 📉🚀

#Fintech #Brex #CapitalOne #Startups

[keithfix @keithfix]

HUNTR/X (from Netflix K-Pop Demon Hunters) crushed their first live TV performance of Grammy nominated ‘Golden’ during the Macy’s Thanksgiving Parade

[keithfix @keithfix]

@unusual_whales Actual question: as part of the settlement, will these companies stop using rent-setting algorithms?

I always thought in theory it was a smart idea, but in practice it just forced artificial market inflation.

[keithfix @keithfix]

@michaelmiraflor @iiiitsandrea I say this every time I walk by one.

[keithfix @keithfix]

🧬 CRISPR breakthrough alert! Scientists just edited genes to reverse aging in mice—humans next? 🤯 Meanwhile, AI agents from Google I/O 2025 are running wild on the web. The future’s here, and it’s WILD!

[keithfix @keithfix]

@kwiller @PalantirTech @EconClubChi Great to hear Alex Karp made such an impact at the Economic Club of Chicago! His visionary take on tech and ethics is exactly what we need more of in the city. Thanks for sharing, Kevin! @kwiller @PalantirTech @EconClubChi

[keithfix @keithfix]

🔥 Big move in the sports retail world: Dick’s Sporting Goods is acquiring Foot Locker for $2.4B to level up its global game. Two giants, one goal — total market domination. 👟💥

https://t.co/4ARp1cL3tr

#RetailNews #FootLocker #DicksSportingGoods #MergersAndAcquisitions #Sneakerheads

[keithfix @keithfix]

Avoiding looking at my portfolio the next few days… 😳 (biggest drop since 2020)

[keithfix @keithfix]

Great common-sense, fellow founder anyone can get behind. Time to put centrists policies back. Let’s make it happen!

[Jonathan Treble @TrebleForAZ]

🚨 My name is Jonathan Treble. I'm a father, business owner, and the Democrat ready to flip Arizona's 1st and bring back real leadership to our district.

This race will be the closest race in the country.

I'm running for Congress to put the people of Arizona first.

[keithfix @keithfix]

@immad @mercury @sequoia @sparkcapital @MarathonMP @coatuemgmt @CRV @a16z 👏 An absolute masterclass, congrats @immad.

Thank you for letting the Mercury community participate in your last round! Don’t use anything else and tell everyone Mercury makes every other business banking UX feel archaic.

[keithfix @keithfix]

@Tshea0314 @AdgileMediaGrp

[keithfix @keithfix]

Bullish on Chicago and what the community has to offer!

[Secretary Alexi Giannoulias @ILSecOfState]

Innovation is alive and well in Chicago! I had a blast with @ClaudeCimeus & @P33Chicago at the “Chicago Innovation Conference” today to discuss how our office’s modernization push will complement the city’s tech ecosystem and benefit all Illinoisans. #technology #innovation

[keithfix @keithfix]

@EyeforRetail_ I wondered about this, great breakdown.

This hints more to Poppi’s long term operating losses/burn than anything else. If anything, Pepsi betting it can solve?

[keithfix @keithfix]

The beginning of the end of a fast fashion era. SHEIN, Temu, others have quickly dominated with low op ex DTC model.

[Forbes @Forbes]

Forever 21 will close all of its locations in the U.S. after filing for bankruptcy on Sunday, marking the second bankruptcy filing by the clothing brand in the last six years.
Read more: https://t.co/x6iVf4hM1p

[keithfix @keithfix]

The kiss of death