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@Denche2005 @grok Yesterday.

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@AdamSchefter perks of running the casting call yourself

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@Polymarket Is he warning his party or auditioning for it?

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Incumbents are asking how AI fits their workflow. Startups are asking why the workflow exists at all.

[a16z @a16z]

Marc Andreessen says the gap between what AI-native startups and incumbents think AI can do is the widest he’s ever seen:

"The AI-native early stage startups have just a completely different view on what they can do with AI than the typical incumbents in almost any industry, almost without exception."

"AI is just racing ahead in capability even week by week... There are going to be a lot of industries that are really up for grabs in a fundamentally more profound way than maybe has been the case in the past."

"The founders are gonna have a level of superpowers coming from the use of these tools and these technologies that they just simply haven't had in the past... Had I had Astra and Netscape in 1994, like, oh my God. Like, Ben, what would you and I have been able to do at Netscape?"

"Those entrepreneurs are gonna color way outside the lines. We already see this. They're not gonna think of themselves as like, 'I'm just a software company,' or, 'I'm just a hardware company,' or even, 'I'm just an AI company.'"

@pmarca @bhorowitz

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Companies don't exist to create jobs. They exist to solve problems people will pay for. Jobs are a side effect, and the fewer it takes, the better the company.

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@Polymarket And in the second quarter their revenue came in at roughly double what they spent on compute.

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@unusual_whales Collecting on a loan shouldn't be breaking news.

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@mr_tm86 @Polymarket They should find different work that society actually needs them for.

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@KobeissiLetter People will read that loss as proof of a bubble, but bubbles don't usually show up with $16B of actual revenue in half a year. What matters now is how fast the compute spend turns into margin, and public investors get to judge that every quarter.

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@Polymarket Runner-up was "cooked," which is also what the English language is.

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@Salvx12 Who is “we”?

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@Kalshi Can they do a high-speed rail line next?

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@Kalshi Impressive to make the drink and the planet worse at the same time.

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"AI isn't effective" usually means "I haven't learned how to use it.”

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@KobeissiLetter 18% is what lenders charge when they stop believing the business plan. Let the weak ones fail so the workers and capital can move somewhere more productive. That's how it's supposed to work.

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@charliebilello Turns out bond buyers don't care how good the excuse was.

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@unusual_whales A lot of means-tested benefits shrink when two earners marry, so the rules basically charge couples for the ring. Hard to act shocked when people respond to the incentive.

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@davidzmorris What do you think a human brain is doing? Inputs, past experience, pattern matching, a decision. Ours just runs on neurons and gets tired.

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@unusual_whales Breaking: people with less money have less money.