Dave Kellogg

Independent director, EIR at Balderton Capital, and author of Kellblog.

[Matt Turck @mattturck]

2024: "The model layer is commodotizing"
2025: "The model layer is commodotizing"
2026: "The model layer is commodotizing"

The model layer: still not commodotized.

[Dave Kellogg @Kellblog]

@lulumeservey How about this proposed rewrite

[Lulu Cheng Meservey @lulumeservey]

This confusing statement raises more questions than it answers…

1) most importantly, they give no straight answer to the top question people have, ie: did they eat or buy something that’s gonna destroy their toilet?? Instead there’s just a flood of words (fittingly, that’s called logorrhea)

2) “no branded salads or kits are associated with the outbreak” + “no salad kits contain iceberg” forces the reader to solve a twisted logic puzzle

3) “no branded kits contain iceberg lettuce” followed by “we’ve removed all iceberg lettuce” is again perplexing and feels squirrely

Good crisis comms should resolve questions and allay doubts, but this statement just raises a bunch of new ones

[Equipe de France ⭐⭐ @equipedefrance]

👣✅ Ultime reconnaissance terrain pour Michael Olise dans cette Coupe du Monde.

#FRAANG I #FIFAWorldCup

[The Information @theinformation]

Silicon Valley’s enormous surge in riches has turbocharged the market for new and used planes, energizing startups that offer innovative ways to gain access to an aircraft.

Read more: https://t.co/GZ3J1vYEBu

[Dave Kellogg @Kellblog]

@CODaily Please post stories about Central Oregon or don't post at all. This is syndicated USA Today content.

[Le Figaro @Le_Figaro]

Mbappé a tenu à rendre hommage à Didier Deschamps sur son compte Instagram pour son dernier match sur le banc des Bleus -> https://t.co/HrJ5yMAnEx

[Miguel de Icaza ᯅ🍉 @migueldeicaza]

“Open-weight models are inherently decelerationist” is OpenAI’s version of “Linux is a cancer”

Both baseless emotional phrases, but one appealed to the masses, the OpenAI’s is appealing to Silicon Valley sects and telegraphing the Ezra Klein punditosphere.

[Jeff Richards @jrichlive]

Love Amazon but this is the latest and greatest from Alexa AI support when shopping 🤔

[martin_casado @martin_casado]

Do you know what open weights model actually decelerate? The formation and power of oligopolies.

You know, those things which really do stifle innovation.

[Dave Kellogg @Kellblog]

@gregorykennedy Link please, not sure what post you're referring to

[Dave Kellogg @Kellblog]

On sale, final markdowns. Software at 20x free cashflow.

[Hedgeye @Hedgeye]

Investors are paying the lowest premium for software’s cash generation in over a decade.

[Dave Kellogg @Kellblog]

When obsfucating from Google is more important than informing your customer. An ongoing story.

[Dave Kellogg @Kellblog]

@exec_sum Please God say he had like 10 of them. If he always wore the same one, not sure you want to own it.

[The Atlantic @TheAtlantic]

As the world gets hotter and drier, Canada wildfires have only gotten more frequent—and “the old strategies of fire suppression are simply being overwhelmed,” an expert tells @partlowj. https://t.co/QaAOgm3afM

[vas @vasuman]

Imagine joining Databricks in 2017 at their Series D thinking oh boy the IPO is just around the corner and then 9 years later you raise a Series M

[Dave Kellogg @Kellblog]

@RAreskoug

[Dave Kellogg @Kellblog]

Retro in expected and unexpected ways

[KTVU @KTVU]

A popular collector's item is being recalled after federal safety officials discovered a hidden health hazard. https://t.co/WLtVK06Tjw

[Dave Kellogg @Kellblog]

@infinaai8 The skillset doesn't lend itself particularly well to AI. I'd do an AI EA well before an AI CoS.

[Dave Kellogg @Kellblog]

@UCBerkeley @UCBHistory This assignment was due on July 4th