Daniel Gobbi

I follow founders on X | CS @ufesoficial

[a16z @a16z]

Why going direct is about telling a story much bigger than your company's:

@pmarca: "The story of you and your startup is not inherently an interesting story, but there is almost certainly an interesting story that involves your startup, and this is sort of the cheat code of it."

@bhorowitz: "The grand wizard of this is Alex Karp. If you watch his interviews, he never talks about Palantir. The only thing he ever says about Palantir, Marc pointed this out to me, is 'ontology' and 'orchestration,' two words that nobody knows what they mean."

"Nobody knows what Palantir does as a result, but it doesn't matter because it's the future of the US military, Palantir. Superintelligence, Palantir. Whatever the story is that's really good, Alex will go tell that story. Neurodivergence."

"Whatever is interesting, he'll just start talking about. And then because he's this founder of Palantir, the CEO of Palantir, like that just works."

"When something happens in the world, something happens involving US military, AI in the military, or this or that, geopolitics with China, he's the first phone call, right? Because he's the guy who's been out there talking about that."

@eriktorenberg: "Ryan Petersen... has done a phenomenal job of that."

@pmarca: "The difference between talking about freight versus talking about 'the global supply chain is completely collapsing' during COVID, and 'we're all gonna starve to death.'"

"And then therefore, he's the guy who literally goes on 60 Minutes to explain to the world that in fact, yes, we all are about to starve to death."

@typesfast

[Ben Cera @Bencera]

I built Polsia into a $250M company in under 3 months.

Solo + AI. Zero employees.

Everyone asks me how I did it.

Introducing aisloP, a docu-series on how I build Polsia.

Episode 1: The Launch.

How I orchestrated the biggest Twitter launch of 2026.

[Elon Musk @elonmusk]

In the future, a trillion times a trillion dollars will be spent on making antimatter to travel to other star systems

[Garry Tan @garrytan]

Bernie Sanders introduced a bill to seize 50% of any AI startup that crosses $200M in revenue.

The same anti-prosperity bloc spent the year trying to ban startup acquisitions, blocking the only exit 85% of founders ever get.

This is a war on building startups in America.

[Eren Chen @ErenChenAI]

MediaPipe + Python.

I've got a great idea 😅

[Marc Andreessen 🇺🇸 @pmarca]

Interesting. (Founder of https://t.co/PY9jRPdR6L, creator of GLM AI models.)

[Chamath Palihapitiya @chamath]

$60Billion.

This is the first, but not the last, big exit at the application layer of AI.

As product value accrues and accelerates upwards, the focus over the next few years will be firmly on the “control plane”:

What gives organizations who want to go all in on AI the governance, control, auditability and business continuity across models and across time that they will need to firmly make the leap.

This is the next big phase of AI value creation that the SpaceX/Cursor merger is highlighting.

[Bill Ackman @BillAckman]

One of the things that makes @SpaceX so valuable is how valuable it is. The Cursor acquisition costs materially less in dilution because of SpaceX’s high valuation.

SpaceX’s ability to do economically, strategically, and technologically accretive acquisitions is an important component of its value.

There is enormous value inherent to a company with a high value particularly when it is controlled by an entrepreneur that the most talented people want to work for and partner with.

Value begets value.

Talent begets talent.

[Paul Graham @paulg]

I was talking to a YC partner about how well all the hard tech startups are doing. He said investors are hot to fund them because they're afraid AI will eat all software. I'm glad hardware startups are getting funded, but this is a mistake. Good founders are what wins.

[Paul Graham @paulg]

How to Earn a Billion Dollars: https://t.co/WeWBUkKym6

[Christian Keil @pronounced_kyle]

They did it.

SpaceX has now launched more satellites than the rest of humanity, combined, all time.

[shirish @shiri_shh]

Tom Mueller. SpaceX employee #1.

his 0.06% stake is now worth ~1.11 BILLION.

[David Sacks @DavidSacks]

I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true:

— As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable.

— Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.)

— A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused.

— In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.”

— In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety.

— In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community.

— The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority.

— Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.

[Nick shirley @nickshirleyy]

🚨 Meet Doris, she lives in California and is registered as a 126 year old who has voted in 51 elections and has NO IDEA.

California’s voting system is so corrupt that by simply knocking on the door of the “126 year old” proves election fraud.

EXPOSE IT ALL.

[Hubert Thieblot @hthieblot]

My first podcast. I generally don’t feel super comfortable on video but when @compliantvc asked me to come i knew I had go in and talk compliance, America and startups!

[Sundar Pichai @sundarpichai]

On Monday we announced an equity offering for Alphabet - part of our multi-year investment strategy to meet the AI opportunity ahead and support the demand we’re seeing from enterprises and consumers. Pleased to share the offering was well over-subscribed. We raised a total of ~$45B, with an additional $40B to come as part of an “at the market” program starting in Q3 (for a total of ~ $85B). A huge thank you to our investors, including Berkshire Hathaway who invested $10B.

[Patrick OShaughnessy @patrick_oshag]

My conversation with @dkhos, CEO of Uber.

Dara took over in 2017, when Uber was losing roughly $4.5B a year.

Today the company generates $10B in free cash flow and is worth about $150B.

We discuss:
- How Daniel Ek convinced him to take the job
- How Uber spent a full year of its AI budget in a single quarter
- Uber's approach to autonomous vehicles
- Drones, hotels, and building a superapp
- Lessons from Allen & Co, Barry Diller, and Reed Hastings

Enjoy!

Timestamps
0:00 Intro
3:44 Bringing Order to Uber’s Chaos
7:22 Managing Stress and Going All In
14:28 Why Uber Is at the Center of AI and Physical
22:39 How to Win in Autonomous Vehicles
32:25 The Trillion-Dollar AV Opportunity
37:05 Drones, Robotaxis, and Global Adoption
38:20 Uber Eats, Uber One, and Aggregating Supply
47:00 The Future of the Uber App
55:55 Lessons from Barry Diller

[Kevin Simback 🍷 @KSimback]

The Chinese LLM companies are raising at eye popping numbers

Total valuation of the top 5 pure plays is $226B - about 1/4 Anthropic’s latest round

But with a revenue run rate of about 1/40 of Anthropic

[The All-In Podcast @theallinpod]

Bill Gurley: Anthropic Thinks It’s Building God

@Jason: It is the ultimate level of narcissism and delusion of grandeur to think you can create God.

@bgurley:

“Anthropic is a mystery to me. I've never, ever seen a company that is both leading their field and the most negatively outspoken commenter on what they do.

And my initial theory was the regulatory capture theory. Quite frankly, I think they're very close to achieving that.

But then they just got so loud that I've literally, in the past 30 days, read everything I can about Anthropic, and I've come up with a new theory.

I call it the Dr. Frankenstein theory.

The more I dig, I've met people who, I dare say, think it's their responsibility, and they're excited about, building a species that's superior to humans.

Dario wrote this blog post called ‘Machines of Loving Grace.’ It was based on a poem.

The last stanza of the poem says, ‘I like to think of a cybernetic ecology where we are free of our labors, and joined back to nature, returned to our mammal brothers and sisters, and all watched over by machines of loving grace.’

Sounds like an overlord to me.

And then in Dario's post, he says, ‘It could be a capitalist economy of AI systems which then give out resources to humans based on some secondary economy of what the AI systems think makes sense to reward in humans…’

So I don't think they think they're writing software. I think they're midwifing a deity here.”

Jason:

“These are delusions of grandeur. Let's call it what it is.

They believe that they're so powerful, these individuals, that they can create God, and that by creating God, they are like this Prometheus kind of species.

It literally is the ultimate level of narcissism and delusion of grandeur to think you can create God.”