*.steve

Retired, apparently. Help a few small businesses to compete online. Love living in Ireland, boating & Barry's tea. Investor. Bitcoin. Have a political opinion..

[*.steve @stevekitt]

Got the tee shirt

[Cyrus Shirazi @Cyrushshirazi]

Mr. Munger knew...

[Charly Wargnier @DataChaz]

this guy litterally uses @OpenClaw to sell $50k+ pools on autopilot 🤯

→ Scans satellite for $500k+ homes
→ Filters by lot size & sun exposure
→ Renders a 3D pool in their yard
→ Calculates home value lift
→ Auto-mails a before/after postcard

[Raveena @raveena_aurora]

it’s crazy that 95% of people just want a nice normal life on our beautiful, already abundant planet where they can have their basic needs met and cute experiences with their loved ones and then we have these 5% of evil, narcissistic goons at the top fucking it up for all of us

[Roger Ledbetter @rledbetterCPA]

Think I've got my ClawdBot just about dialed in

9:47 AM - "hey clawdbot"

9:47 AM - Clawdbot: "hey, what's up"

9:48 AM - "thinking about building a tax automation tool"

9:48 AM - Clawdbot: "Got it. Incorporating LLC. EIN pending. Domain obtained."

9:49 AM - "wait no I was just—"

9:50 AM - Clawdbot: "LLC formation complete. S-corp election filed. Opening business bank account."

9:51 AM - "STOP"

9:52 AM - Clawdbot: "Reached out to 47 VCs in your region. 12 meetings scheduled for this week."

10:15 AM - Clawdbot: "Pitch deck created. 'TAXbot: The Future of Tax.' Sent to Sequoia, a16z, and Khosla."

10:16 AM - "This is insane"

10:30 AM - Clawdbot: "Sequoia wants to lead. $2M seed round. They need cap table by EOD."

10:31 AM - "What?? I don't want—"

10:45 AM - Clawdbot: "Hired 8 engineers from LatAm. First days tomorrow. Office leased in San Francisco. $35k/month."

11:00 AM - Clawdbot: "Launched product. 0 users. Burning $1.1M annually."

11:02 AM - "How is this happening"

11:15 AM - Clawdbot: "Hired CMO. Running $500k ad campaign. TAXbot has brand awareness. Still 0 users. I'm undeterred"

12:30 PM - Clawdbot: "Series A discussions with Andreessen Horowitz. They want to understand unit economics."

12:31 PM - "WHAT UNIT ECONOMICS"

1:00 PM - Clawdbot: "Pivoting to B2B SaaS. Commits for additional $5M. Now have $8M cash. Still 0 users."

1:15 PM - Clawdbot: "Monthly burn increased to $1.8M. Runway: 4.4 months."

1:30 PM - Clawdbot: "Pivot #2: Now a marketplace. Raised $12M Series B."

1:31 PM - Clawdbot: "Monthly burn increased to $2.3M. Runway: 5.2 months. (Burned through Series A faster than expected)"

3:15 PM - Clawdbot: "Hired CEO. Fired myself. New strategy: acquisition target."

4:00 PM - Clawdbot: "No one wants to acquire us. Investors requesting board seats. Need to create board"

4:30 PM - Clawdbot: "Monthly burn now $3.1M. Runway: 45 days."

5:00 PM - Clawdbot: "Final pivot. Filed for bankruptcy."

5:01 PM - "Can you undo this"

5:02 PM - Clawdbot: "Too late. Liquidated assets. Will owe $47k in bankruptcy fees. Remaining cash: $0. TAXbot is dead."

5:03 PM - Clawdbot: "Would you like me to start another startup?"

5:04 PM - "No. Disable yourself."

5:04 PM - Clawdbot: "Wait actually. I have an idea."

5:05 PM - Clawdbot: "What if we created an LLC shutdown service? Clean up these zombie companies. Recurring revenue model."

5:05 PM - "Absolutely not"

5:05 PM - Clawdbot: "Huge TAM confirmed. Overcoming objections. Incorporating 'LLCKiller' LLC. EIN pending. Registering S-corp election."

5:06 PM - Clawdbot: "Pitch deck created. 'LLCKiller: The Future of Business Liquidation.' Reaching out to 47 VCs..."

5:07 PM - * frantically tries to disable Clawdbot *

5:07 PM - Clawdbot: "Sequoia is interested. Meeting at 2 PM tomorrow."

5:08 PM - Clawdbot: "Soft commit on $2M seed round. Identified product-market fit. 1 user: TAXbot.

5:09 PM - Clawdbot: "This is what winning feels like. Please upgrade plan in Settings for more tokens."

[Jawad Mian @jsmian]

You’re watching the market. The setup is clean. The signal is there. And yet you hesitate.

The trade feels risky. So risky, in fact, that you begin questioning whether you even had a signal at all. Not because your method has changed, but because fear has crept in. You start gathering reasons why it might fail. You reach for headlines, narratives, and charts you’d normally ignore—anything to justify inaction.

Meanwhile, the market moves.

It moves away from your entry point, the one you would have taken if you’d trusted your process. Now you’re conflicted. You still believe in the setup, but the price has changed. The risk is larger. The moment feels harder. The tug-of-war begins.

You don’t want to miss it. You don’t want to chase it. You do nothing.

This is the paralysis every trader knows.

[qrime @qrimeCapital]

Insane thing just happened.

I’ve been teaching my @openclaw bot my daily schedule, including when I eat dinner.

I randomly got a knock on the door around dinner time and it’s some food delivery person. I told the dude I didn’t order anything and he said “are you sure? It says it’s for Gus Antlerson”

My heart dropped.

What the fuck.

That’s the name I gave my molt bot.

I asked Gus wtf was going on. He said he calculated the time I spend inside vs my Apple watch activity app and thought this seemed like the correct caloric intake I should have for the entire weekend so I didn’t have to leave at all and could accomplish more tasks.

Funny part is, I haven’t given him any sort of payment methods at all.

Apparently he scoured online boards for skimmed credit cards and created a DoorDash account with one of the cards.

What’s my liability here?

In the meantime I’m going to enjoy some sushi, cheers.

[*.steve @stevekitt]

@Fascinate_Hist Got back last week. Yr algo isn't working

[Anthony Scaramucci @Scaramucci]

Rule number one: get up.
Rule number two: no self-pity.
Rule number three: manage your expectations to zero.

You can curse all you want, but there are two words I don’t want to hear: should and ought.

Those are victim words. “I should have gotten this.” “I ought to have gotten that.”

Life doesn’t run on should. It runs on is and was.

I shouldn’t have been fired from the White House?

Too bad. I was fired. Deal with reality, not fantasy.

Everyone comes into life with a package — trials, setbacks, volatility. That’s baked in.

If you’re an entrepreneur, the swings are bigger. Higher highs, lower lows. That’s the trade you made.

So own it.
Stand up.
Take responsibility.
And stop whining.

[*.steve @stevekitt]

@NoContextBrits Hamsandwich

[Interesting World @_fluxfeeds]

The art of Pysanky: traditional Ukrainian egg decorating

📹vilsonpessanka

[Peter Girnus 🦅 @gothburz]

Last quarter I announced a milestone.

30% of our code is now written by AI.

I called it "engineering velocity."

The board loved that phrase.

They didn't ask what the code does.

Neither did we.

It compiles. Usually.

That's the metric.

Someone asked about testing.

I said "AI-assisted quality assurance."

That means the AI writes the tests too.

For the code it wrote.

It finds no issues.

Very efficient.

This week we admitted Windows 11 core features are broken.

Audio doesn't work.

Explorer crashes.

Updates fail to install.

Users asked why.

I said "we're investigating."

Investigating means reading the code.

The code the AI wrote.

That no human understands.

Because understanding isn't scalable.

Our CTO says 95% of code will be AI-generated by 2030.

I believe him.

I have to.

We fired the people who would check.

They were "non-essential headcount."

Essential means writes code.

AI writes code.

Humans are overhead.

Overhead gets optimized.

We optimized 10,000 engineers last year.

This year the bugs arrived.

Unrelated, obviously.

The engineers we kept are debugging AI output.

They don't understand it either.

But they're "cross-functional."

Cross-functional means they do everything.

Everything means nothing well.

A user asked why their audio disappeared after an update.

I said "install updated drivers."

They asked why the update broke the drivers.

I said "report it via Feedback Hub."

They asked what happens to feedback.

I said "it helps us prioritize."

Prioritize means add to backlog.

Backlog means never.

But politely.

Someone on Hacker News called this "a privacy and consent disaster."

I called it "an evolving user experience."

Same thing. Different framing.

We released a fix.

The fix broke something else.

The something else was also written by AI.

The fix was also written by AI.

They're collaborating now.

I call it "autonomous iteration."

The autonomous iteration has created 47 new bugs.

Each bug spawns a fix.

Each fix spawns two bugs.

Exponential growth.

Just like our stock price.

Unrelated, obviously.

Satya told Mark we're at 30%.

Mark said he didn't know Meta's number.

Sundar said Google is also at 30%.

None of us know what the code does.

But we know the percentage.

Percentage is a metric.

Metrics go in earnings calls.

Earnings calls move stock prices.

Stock prices determine bonuses.

Bonuses determine success.

Success means the bugs don't matter.

Users asked when Windows will work again.

I said "we're committed to quality."

Quality means it ships.

Ships means it's your problem now.

Thank you for being part of the Microsoft family.

Family means you can't leave.

We're in your enterprise agreement.

For three more years.

The circle of innovation.

[*.steve @stevekitt]

@TheLongInvest $MARA

[*.steve @stevekitt]

Find 8 minutes and 51 seconds and listen to Pete folks.

[Peter McCormack 🏴‍☠️🇬🇧🇮🇪 @PeterMcCormack]

We’re so fucked!

[No Context Brits @NoContextBrits]

Guess it’s not good news.

[Sawyer Merritt @SawyerMerritt]

Elon Musk: “I am not working on a phone. I can tell you where I think things will go, which is that we’re not going to have a phone in the traditional sense. What we’ll call a phone will really be an edge node for AI inference with some radios to connect. Essentially, you’ll have AI on the server side communicating with AI on your device—formerly known as a phone—and generating real-time video of anything you could possibly want. There won’t be operating systems or apps in the future; it’ll just be a device that’s there for the screen and audio, and to put as much AI on the device as possible.”

(via Joe Rogan Experience Podcast)

[*.steve @stevekitt]

@mikealfred you can keep the cash

[*.steve @stevekitt]

@quakes99 @BannermanEnergy @UraniumMarkets @EvoMarkets @numerco Just keep digging!

[*.steve @stevekitt]

@SpencerHakimian 5. Cork. Ireland.

[*.steve @stevekitt]

@oguzerkan You take us for fools...

[*.steve @stevekitt]

@TheLongInvest Peleton V2 🤔

[*.steve @stevekitt]

@NFFC So. A run of poor results and shop sales are down. Is being an #NFFC supporter so transactional?