george

from nyc to seoul

[george @koreanoptimism]

artificial scarcity and stablecoin/crypto

[Garry Tan @garrytan]

One crazy idea from @paultoo:

In the future there might be human money (or the zero sum status games, perhaps human-created artisanal products and beachfront property) and machine money (for the machines to work out the transactions to bring real goods/services to humans)

[Diana @sdianahu]

learning how to learn is the meta skill that compounds and is durable for AI, startups and life in general

[Paul Graham @paulg]

"Life is indescribably better!"

— a founder after getting a jerk to leave his board

[Aleph @woke8yearold]

Koreans are such a beast mode race. They created the most insane version of communism and the most insane version of capitalism

[Paul Graham @paulg]

This seems like a great idea. I bet one day all services used by agents will do this. Which in the limit case = all services, since those that can't be used by agents will go out of business.

[signüll @signulll]

i am fully addicted to claude design. imo it’s break through product in so many ways.

i’m not exaggerating. it’s completely rewired how i think, ideate, & ultimately make decisions. every single time i use figma, it feels like the old way of thinking where you have to manually earn every single pixel (not to mention it’s slow af & feels heavy/complicated). also every single time i have to open the figma app, the fucking update app popup comes up, wtf. if i were anthropic i’d triple down on this product. the ideation → conception → build loop is the most important loop for humanity since the dawn of creation.

if anyone at anthropic wants feedback from a heavy user who’s a genuine fan of the product, my dms are open.

[Polymarket Money @PolymarketMoney]

BREAKING: Leopold Aschenbrenner tells investors he will keep investing in stocks but stop using leverage.

[@jason @Jason]

One of the greatest gifts an ambitious individual can receive is a brutal, public ass kicking early in your career.

[Tim Ferriss @tferriss]

Most information is time-consuming, negative, irrelevant to your goals, and outside of your influence.

[Chris Camillo @ChrisCamillo]

My vote for Post of the Year.

[Gavin Baker @GavinSBaker]

A series of fairly wild thoughts from Dwarkesh. I thought I was bullish but even I am not assuming that the price to rent compute continues to go up!

I will say that I am in SV this week and Dwarkesh is capturing the zeitgeist.

Net, net public markets would probably be trading differently if they saw the OpenAI, Anthropic, Grok/Cursor and Open Source numbers over the last 6 weeks.

And really good for anyone who has installed compute coming off contract and/or is bringing on compute that is not already contracted. And credit slowing down capacity adds - if it happens - only exacerbates all of this.

[Alexis Ohanian 🗽 @alexisohanian]

Want to start a company? Great. Get an appetite for glass. You’re gonna chew it every day.

[Naval @naval]

When software was expensive - thin, horizontal, best-of-breed software stacks extracted rents across every business.

Now that software is cheap - value moves to vertically integrated businesses that deliver opinionated end-to-end experiences.

[Marc Andreessen 🇺🇸 @pmarca]

https://t.co/Sx7CnsvujA

[signüll @signulll]

if zuck had stuck to his original plan & managed to release an open weights model at the level of kimi k3, it would’ve cemented him his legendary status in history… from the guy who invented facebook that has had at least some negative societal implications to the guy who made intelligence too cheap to meter & too widely accessible to contain. he would’ve been instantly goated.

instead, meta pivoted toward becoming an ai compute provider.

remarkable how history can fork.

[Neeha @letsbuilddd]

After enduring nearly 2 months of the startup ecosystem in the US, I have to say I think the majority of founders and investors I’ve met are liars and larpers who regurgitate X content as part of their core personality. This epidemic must end.

[george @koreanoptimism]

this is real, and how "investors"/traders think about the normal market (i.e. rotation) is just wrong.

they're supposed to know this better than any other occupations, but people still fail to grasp the exponential growth and the great divergence in these moments of inflection

[Harry Stebbings @HarryStebbings]

"We replaced Salesforce with a vibe-coded CRM built for our own workflows.

The custom system integrated our AI agents more effectively, worked better for the team, and made Salesforce unnecessary.

That decision cut a $600,000 annual software bill to zero."

Is this an anomaly or the start of a much larger trend @chamath @Avishai_ab @jasonlk @benioff

[Hubert Thieblot @hthieblot]

You can literally come back from anything.

[george @koreanoptimism]

you should come to korea and start yours

[tae kim @firstadopter]

To argue that Yang Zhilin went back to China because it was easier to start an AI company and raise funds there is ludicrous.

You think American VCs wouldn’t fund a superstar AI researcher with a PhD from Carnegie Mellon and a degree from Tsinghua? Look at his rockstar background below.

Let’s take away all immigration friction pretense. Why not do everything we can to make it easier and retain superstar talent? Staple green cards to the top 10 AI computer science PhD degrees NOW. Carnegie Mellon, MIT, Stanford, Berkeley, etc. It would be a massive success.

The USA can run the table on global AI talent. We just need to use our brains.

[Francis @ghostof_francis]

Generational wealth starts with one delusional nigga

[george @koreanoptimism]

@SMB_Attorney That's why the world loves soccer btw