
Founder @ Perkalateđ§ Prev: Founder @thespokeapp, BD @Rarible, @levelsetnow, @venture4america.
Santa Monica, CA
Joined November 2011
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Tom Stern retweeted
Technical moats are mostly over at this point. If youâre building something that is meant to be durable, the only moats now are:
⢠Proprietary data
⢠Network effects
⢠A physical component
Tom Stern retweeted
I know guys in retail management who live this every day.
Full desk setup in front of them while the Tesla drives them from store to store.
ChatGPT just got a lot more visualâintroducing Intelligent UI.
Intelligent UI allows ChatGPT to answer quickly with fully interactive user interfaces that make everyday answers more visual.
It makes learning complex topics easier, and it quickly creates tools to solve a task right in the moment.
Oh, and also...GPT-6 is coming to ChatGPT. For everyone.
Tom Stern retweeted
Narrative violation:
Consumers donât actually prioritize for privacy.
Will trade for money or utility.
Tom Stern retweeted
Received the RESET!! And I hate it.
I still had 64% of my weekly Codex usage left with 3 days remaining. All that usage I carefully saved is now gone nf I've to manage an entirely new weekly cycle again. It's like penalty.
Give us banked resets or at least an opt-out. Stop being GREEDY. @thsottiaux
20 years ago, I was here in New York, pitching a small startup from Europe.
This week, I'm back here, once again in pitch mode, talking to friends old and new about democratizing preventive health with @Neko.
I've always been obsessed with building the most amazing product possible. And with Neko, the end goal is to truly change consumer behaviour. We want as many people as possible to have access to quality preventive healthcare - not for the 1%, but for the 99%.
Thank you to my co-founder Hjalmar (@HNilsonne) and to the amazing team that made our first New York clinic opening possible today.
Tom Stern retweeted
MCP vs CLI for LLMs is the wrong discussion. People are debating at the wrong layer.
Both work incredibly well as long as they are run through a repl like environment that can persist state. The funny thing about CLI is that CLI tools are usually accessed through BASH which happens to be a repl with persistent state (the file system), therefore cli works much better than mcp. But this isn't even close to being an intrinsic property of MCP. Just means that we need better harnesses.
Right now the best repl for this are:
- bash + fs
- jupyter kernels
- codemode type repls, usually quickjs
LLMs understand the concept of forward evolving a system to solve a need very well. This comes from the agentic RL. They understand how to change the state of a codebase or acquire data from databases and then operate on it similarly to humans. But without an execution environment, they actually cannot do this properly.
My bet? Sometime soon someone will (or has already?) create a embeddable, sqlite style mini execution environment that parses bash, typescript, or tool calls into a common IL execution plan that's easy to security check before executing. And design this specifically for durable execution environments. Then we will just connect cli, mcp, webmcp, whatever to that and it accepts any of the input modalities as they can all be represented as each other.
Tom Stern retweeted
Knicks tickets officially went on sale this afternoon.
Loyal Knicks fans supported this franchise through two decades of darkness⌠losing season after losing season.
Now, after a championship, MSG is charging more than $1,000 per ticket on Opening Night for the worst seats in the building (400 section in the upper-deck)
Mind you, this is NOT resale.
These are Standard Admission via Ticketmaster.
Secondary-market sellers charging outrageous prices is one thing. There is practically nothing MSG can to limit re-sellers.
But these arenât resale ticketsâMSG itself, directly, is charging fans $1,039.50 apiece for seats in the 400s.
Thatâs $4,158 for a family of four. (Just for the tickets - not to mention the overpriced food and drinks.)
A multibillion-dollar franchise pricing its own non-wealthy fans out of the Garden on a night the fanbase has been dreaming about for 50 years.
Shameful.
Tom Stern retweeted
Nobody wants to hear this, but distribution is the new moat.
Almost every founder pitching me their new AI startup has no audience to sell it to.
Tom Stern retweeted
finding super technical founders with killer commercial/biz instinct is so hard and rare
most just want to build product but building a prod is very diff from building a business
Tom Stern retweeted
I just bought a new Model Y and can confidently say cars and Teslas are no longer the same product.
A car is like a pony or horse. I still like driving a stick shift, itâs fun!
Tesla with FSD is a transportation robot.
I had one of the first Model 3s in 2017. FSD was basically slightly better cruise control. Great on the highway. But honestly felt oversold.
So I have been driving a BMW for the past 3 years. Great horse, fun to drive.
But tried FSD recently and holy shit â itâs a personal Waymo. Works perfectly. I just went to the Fremont factory to get my new car, entered my address 30+ mins away, pushed a button, and got home without doing a thing.
I donât think most people realize how good this is, probably because they only experienced an early version previously. This is 1000x better. Metaphor for AI writ large. Like trying GPT 3.5 and thinking itâs cute and hallucinates, and dismissing itâŚwhile Astra launches in 2026 and is orders of magnitude more capable.
Tom Stern retweeted
Reading the AI/Math discussions, the same is happening in business with domain knowledge.
When you are entry level at w company, the number 1 skill is to figure out how to figure things out.
That's how domain knowledge is earned.
Companies have to be careful to keep pushing people to figure out how to figure things out.
Tom Stern retweeted
The new iPhone Duo allows you to watch OGâs tip-in while looking at a photo of OGâs tip-in at the same time.
ChatGPT Work can now pick up on what makes your writing sound like⌠you. Your favorite phrases. Your very specific sign-off. your capitalizations quirks.
Connect the tools you use every day, like Gmail, Google Drive, Slack, and SharePoint, and ChatGPT Work will learn your writing style from your emails, messages, and filesâand carry it into whatever you write next.
Tom Stern retweeted
Here is Tim Cookâs official farewell address on Apple Park to employees on his last day as Apple CEO. đ˘
You can clearly see how touched, sad, and nervous he is. Thank you, Tim. â¤ď¸đĽş
Tom Stern retweeted
You need to start surrounding yourself with people that are cheering for you to jump in the pool, not making fun of you for being in the pool.
An inner-circle of encouragement is the key to happiness and joy ... its starts with your voice to yourself but then its the inner-circle and many of you have people who âBOOOOâ versus people who âYYAYAYAYâ ...change that shit !






























