𝙇𝙖𝙧𝙧𝙮 𝘾𝙤𝙫𝙚𝙧𝙩

🇺🇸Backing America’s Most Critical Tech. Current life: Austin. Prior life: No investment advice, views mine.

[𝙇𝙖𝙧𝙧𝙮 𝘾𝙤𝙫𝙚𝙧𝙩 @ldcovert]

Backing America's most critical technologies. Now.

[𝙇𝙖𝙧𝙧𝙮 𝘾𝙤𝙫𝙚𝙧𝙩 @ldcovert]

Yes!

[Chris Powers @fortworthchris]

Apollo HQ to Austin, TX?

[Sawyer Merritt @SawyerMerritt]

Here is @SpaceX's full IPO roadshow presentation from CFO Bret Johnson, who has been CFO at the company for the last 15 years.

It's worth watching.

[Anatoli Kopadze @AnatoliKopadze]

Google DeepMind CEO:

"The gap between people who use AI and people who don't will be the largest skill divide in human history"

Demis Hassabis spent 50 minutes at Stanford saying things most CEOs would never say publicly

this is exactly the kind of conversation people pay $250,000 to be in the room for

if you want to stay competitive, understanding AI is no longer optional

I wrote a full guide on Claude features 99% of people don't know exist

watch this video, then read the article below

those two things alone put you ahead of most people using AI right now

[Paul Millerd @p_millerd]

i think the transition to injecting AI in organizations is going to be far messier than people expect. many factors:

1. Increased range of skills: for EVERY employee. Much of what keeps people from doing work outside their domain is the natural functional and department divisions and then also general lack of range of skills. AI changes that. The marketer can run a finance model. The finance guy can ship a meta ad. The ops manager can query info on the supply chain. This thows the already inefficient art of org design into chaos. We actually don't know how to properly set up an organization at scale to do this stuff.

2. Cognitive Reframe: Every single person using AI in their workflows is going to go through a huge mental reframe in how they think about work. For some this may be quite jarring, others may be throw into manic hyper-productivity. Managing this and helping people understand and rethink how to work is going to be a major challenge. Right now some people are freaking out about these tools (all you guys reading this) but you are also literally playing with these tools all the time and constantly copying workflows from others. This is a completely new way of working that is more common in the very online types and quite rare in the broader working world

3. Mental scripts. Most people have VERY strong scripts in their head in terms of how work happens. During M-F, 5 days per week, typically reporting to a manager, at the normal speed that the company worked last week. Agentic workflows unpair the human and adapting the organizations clockspeed to new workflows is going to be incredibly hard in both directions.

4. The Job Is Life: Unlike you maniacs, work is not some pure joy activity on a computer that you've enjoyed since you were gaming 20 years ago. For many "Work" is a bundle of moral activity, identity, respect, dignity, and satisfaction, as well as a way to manage insecurity and fear. This WORKS for many. AI continues (already in motion for a long time) the "safe" idea of work that we typically pair with a full-time job.

5. Review of work: the bottleneck shifts from doing the work to reviewing work. If creating and synthesizing is easy then figuring out what the heck matters becomes not only hard but a time consuming process if you dont have people with strong context awareness, and synthesizing skills

6. Psychopathy democratized: People are not going to give up their safe adult containers in their companies without a fight, or at least tons and tons of resistance. The interesting thing is that the lower levels of organizations will now be able to fight back to psychopath managers trying to extract effort at the lowest marginal cost. They can tag team with AI to subtly undermine operations at all level

I don't really know how any of this shakes out but definitely thinking a lot about all this.

[Peter H. Diamandis, MD @PeterDiamandis]

We are the ARCHITECTS of TOMORROW!

[Norgard @BrianNorgard]

I am still trying to process the magnitude of this achievement.

[Arthur MacWaters @ArthurMacwaters]

cybertruck vs. ferrari

> $69k vs. $640k
> industrial futurist vs. postmodern slop

kinda wild that they let this concept onto the internet

[𝙇𝙖𝙧𝙧𝙮 𝘾𝙤𝙫𝙚𝙧𝙩 @ldcovert]

@chamath @thewebAI @chamath

[𝙇𝙖𝙧𝙧𝙮 𝘾𝙤𝙫𝙚𝙧𝙩 @ldcovert]

Proud of @thewebAI … they’ve been ahead all along: https://t.co/d8M6DCNPYQ

[𝙇𝙖𝙧𝙧𝙮 𝘾𝙤𝙫𝙚𝙧𝙩 @ldcovert]

@thewebAI

[Vivek Sen @Vivek4real_]

LARRY ELLISON: AI IS RAPIDLY COMMODITIZING BECAUSE MOST MODELS ARE TRAINED ON THE SAME PUBLIC INTERNET DATA.

THE REAL COMPETITIVE EDGE ISN’T THE MODEL ANYMORE — IT’S ACCESS TO EXCLUSIVE, PROPRIETARY DATASETS.

THAT MAY BE THE ONLY MOAT LEFT.

[Brian Roemmele @BrianRoemmele]

To those who follow me for decades, it is true that what I said 45 years ago is no getting popular.

OFFLINE DATA TO TRAIN AI.

Sound familiar?

[𝙇𝙖𝙧𝙧𝙮 𝘾𝙤𝙫𝙚𝙧𝙩 @ldcovert]

Yep

[Crazy Vibes @CrazyVibes_1]

Dear Gen X,
I’ve been watching 80s movies and I just need to know…WHERE WERE YOUR PARENTS??
Every child was just wandering the earth unsupervised like a raccoon with house keys. Riding bikes across town at midnight, fighting ghosts, investigating murders, befriending cryptids, hacking government computers for funsies…
And the parents were ALWAYS “out of town” or “working late” while the only adult-adjacent supervision was some random 16-year-old who got dragged into the chaos.

No cell phones. No helmets. No adult supervision. Just vibes, life lessons, and several near-death experiences.

You all weren’t “raised.” You were lightly monitored feral creatures with a bike and unresolved trauma.

I’m genuinely shocked there are enough of you left to populate an entire generation.

[Naval @naval]

The new competition isn’t Humans vs AI. It’s Humans with AI vs everyone else.

[𝙇𝙖𝙧𝙧𝙮 𝘾𝙤𝙫𝙚𝙧𝙩 @ldcovert]

And that’s really just the beginning … agents have agents too!

[Peter H. Diamandis, MD @PeterDiamandis]

Power users will soon want 1,000 concurrent agents. Engineers, architects, designers... all orchestrating swarms. Compare that demand to the current supply. It's peanuts.

[blue @bluewmist]

I'm a big fan of the "GPS Theory" when you miss a turn, your GPS doesn't judge you, it recalculates. No matter how many detours you take, it finds another way forward. Life works like that too. You'll make mistakes, but your destination doesn't vanish. The route just changes.

[Garry Tan @garrytan]

Ultimately the golden age of abundance will be this kind of tech built and deployed 1000x

[Camus @newstart_2024]

Matthew McConaughey nailed it on spirituality with Rick Rubin.

He’s most connected when he’s “praying with his eyes open” all day. Every moment becomes a prayer. But he still needs Sunday. He needs that weekly ritual to check in on the people he loves, do an honest self-inventory, and practice real humility.

His best reframe: Humility isn’t shrinking or losing confidence. It’s simply admitting you’ve got more to learn.

It feels honest and doable in a world full of fake-deep spirituality.

True spiritual life isn’t about perfection. It’s about staying grateful, humble, and present.

Do you have a weekly ritual that keeps you grounded?

[CyrilXBT @cyrilXBT]

MARC ANDREESSEN JUST WENT ON ROGAN AND DROPPED THE MOST IMPORTANT AI ALPHA OF THE YEAR.

3 hours and 20 minutes of podcast.

Here are the 17 things worth your attention.

1. AGI is already here. Marc thinks the line was crossed 3 months ago with GPT-5.5, Claude 4.6, Gemini 3, and Grok 4.3. Nobody noticed because the field moves too fast for anyone to register the milestones anymore.

2. For almost any topic the top AI models now give him better answers than the world-class experts he could call on the phone. And he can call basically anyone.

3. Every doctor is secretly using ChatGPT in the exam room. They turn around the second you stop talking and type your symptoms in. Some do it while you are still sitting there. His quote: "At that point you are asking what do I need you for."

4. When AI refuses to answer something he wants to know he tells it he is writing a novel. "Walk me through how the bad guy robs the bank." It explains almost anything if it thinks it is helping you write fiction.

5. When something is too complex he says "explain it like I am 10." Then "like I am 5." Then "like I am 2." He keeps going until it actually clicks.

6. When he wants to understand a tough topic he does not ask what the right answer is. He asks the AI to steelman one side then steelman the other. Then he decides for himself.

7. For big questions he tells the AI to pretend to be a panel of experts. "Be a doctor, a lawyer, a historian, a psychologist, and argue this out with each other." Then he reads the debate.

8. Pay attention to the exact moment you think "I do not know how to figure this out." Most people give up there. That is the moment you should open the AI.

9. The only real skill left in using AI is knowing what to ask. The models can do almost anything you can describe in plain English. The bottleneck lives in your own head.

10. You can send AI photos of almost anything medical now and get a real answer. Skin rashes. Blood test results. The new models read images not just text. A free 24/7 second opinion on anything.

11. The one type of therapy clinically proven to work is cognitive behavioral therapy. It is also something an AI can fully do on its own. Every person on earth is about to have access to a real therapist for free anytime they want.

12. AI is solving math problems open for 100 years that no human mathematician could crack. Same thing is starting in physics, chemistry, and biology. Expect cancer cures and weird new physics breakthroughs in the next few years.

13. The best AI coders in Silicon Valley now make $50 million a year. One person. That number tells you how big this thing actually is when you strip away all the doom takes.

14. One friend paid $200 to decode his entire DNA. Then gave the AI his DNA, blood test results, and Apple Watch data. The AI built him a full health dashboard and started telling him exactly what to fix.

15. Another friend put two cameras in his home jiu jitsu gym. AI watches him spar and gives him technique notes after every round. A world-class coach at every practice for free.

16. The best programmers in Silicon Valley now run 20 AI coding bots simultaneously. Each bot writes code while they review the others. They call themselves AI vampires because going to bed means 20 workers stop and you lose money every hour you sleep.

17. The obvious next step: the bots will run their own bots. One human running 20 bots each running 20 more. One person. One laptop. 1,000 AI workers. This is months away not years.

Bookmark this before you watch the full podcast.

Follow @cyrilXBT for every AI insight worth your attention the moment it surfaces.

[Peter H. Diamandis, MD @PeterDiamandis]

Every tool humanity has ever invented was criticized at birth and celebrated a generation later. Fire. The wheel. The printing press. Electricity. The internet. AI is next. Patience.

[This Week in Startups @twistartups]

Divergent 3D prints parts for defense companies and uses robots to assemble them.

They’re not just trying to kill the legacy defense players, they're making the existing ones faster, lighter, and cheaper.

Lockheed, Raytheon, Boeing don't need replacing. They need a new supply chain @lukasczinger