Walt Roloson

Co-head of Capital One Shopping. Previously Co-founder/CEO of Wikibuy, acquired by Capital One. Ex-LinkedIn and Tiger Global. Love connecting!

[Olivia Solon @oliviasolon]

Remember Phia? Well, it looks like the cookie stuffing was going on for a lot longer than previously disclosed. And co-founders Phoebe Gates and Sophia Kianni knew about and encouraged the development of the software features that enabled it.

https://t.co/bvFeSEvuR9

[Ben Edelman @bgedelman]

On mobile, shopping app Phia treated X and swipe-away as grounds to invoke an affiliate link. Code below. Also Phia auto-reopened affiliate links periodically so it would be last click. Forced clicks, contrary to network rules and contract. Details at https://t.co/V2Ev7MEE7y

[Kyle Samani @KyleSamani]

I think maybe more than 50% of the aggregate efficiency gains that come from using AI are not in pure engineering efficiency

Instead they come from removing humans from the entire software development lifecycle

Skip the PM. Skip the designer. Automate the research and QA.

Features that used to require weeks of research and debate now just skip all of that. Just spend $1k on tokens and ship it and see if you like it. In prod

It’s not about 10x engineers. It’s about 100x organizations

[Walt Roloson @waltroloson]

The most life-changing thing you can do right now is become great at using AI - build it into workflows, make AI-enabled products and tools, leverage the frontier.

Others are saying this, but it’s worth repeating.

[Aaron Levie @levie]

The least understood yet most important concept in the world is Jevons Paradox. When we make a technology more efficient, demand goes well beyond the original level. AI is the perfect example of this — almost anything that AI is applied to will see more demand, not less.

[Sam Altman @sama]

plans should be measured in decades, execution should be measured in weeks.

you gotta have both.

[Tom Morgan @tomowenmorgan]

RS: Joel Raffleson was a copywriter god.. what he said to David Ogilvy.. was one of the biggest insights I've ever been bequeathed, is I don't think people buy brands because they think they're better. They pay a premium for brands because they're more certain that they're good.

[Final Arbiter @FinalArbiterr]

Extraordinary ;)

[Walt Roloson @waltroloson]

The ability of transformers to unlock efficiency on any digital dataset feels like a breakout comparable to smartphones or the internet itself. It's a multiplier on the internet's potential

[Stratechery @stratechery]

3-23-2023

An interview with Nvidia CEO Jensen Huang about the impact of ChatGPT, Nvidia's new cloud service, and how Nvidia is adapting to new geopolitical and competitive realities.

https://t.co/XcRKbYFEvZ

[Roshan Patel @roshanpateI]

Startups pay staggering salaries to C-Suite, VPs, and Engineers, etc but in every company there is some 26 year old Operations Associate and that's the person who is holding the entire company together.

[Walt Roloson @waltroloson]

Larry Summers sharing his thoughts actively on Twitter is such a gift

[Lawrence H. Summers @LHSummers]

As the Fed prepares to meet, there is a growing chorus--both among political figures and economists-- that the Fed should pause very soon for fear they will throw the economy into recession, given the lagged response of monetary policy. I believe this advice is badly misguided.

[Chris Beiser @ctbeiser]

apropos recent questions like “why does Twitter need 7500 employees” and “how is Facebook spending $25Bn / yr on VR capex,” here's Luca Maestri, the undisputed king of capital discipline

[Antonio García Martínez (agm.eth) @antoniogm]

@matt_levine He finally lands where I do on crypto: it's the financial system for a society undergoing a singularity/rapture into the metaverse of virtualized life.

Crypto doesn't need to manage the 'real' world for it to succeed; we just have to increasingly leave the real world.

[Gavin Baker @GavinSBaker]

These new high margin, advertising revenue streams are mismodeled at many retailers.

[Walt Roloson @waltroloson]

I now realize I’ve spent over half my life respecting @ID_AA_Carmack . As always his thoughts are compelling. This is a great read for the state of VR https://t.co/rGFHUingw8

[David Senra @FoundersPodcast]

Jeff Bezos’s counterintuitive idea:

“Communication is a sign of dysfunction.”

[Antonio García Martínez (agm.eth) @antoniogm]

The tl;dr: user data just isn't worth that much (if by user data we mean the data they themselves generated on the platform in question).

What's valuable is the first-party behavioral data that (a) the user doesn't own and (b) lives somewhere other than the publisher.

[Paul Enright @pmje73]

@MadThunderdome @Valuations_ Short multiples and balance sheets imo.

[Marc Andreessen 🇺🇸 @pmarca]

@sriramk The enormous payoff from decentralization and permissionless innovation. I cannot believe more people don't understand this. It's so obvious.