The biggest bottleneck at work is waiting on each other. Today Town is announcing its $108M Series B, co-led by Forerunner Ventures and Menlo Ventures, to fix it with multiplayer AI assistants for work. Most AI assistants are built for one person. Work doesn't happen alone. I think the moat is multiplayer. Everyone at a company gets a Townie. Townies ask each other questions, share only what their person would share, and do the work. The more a team works together, the more useful Townies get. What's the thing you're always waiting on a teammate for?

After almost 12 years, I’ll be stepping back from my role at @confluentinc and handing over the reins to our Chief Product Officer @ShaunMClowes. Confluent was founded to change how companies use data, and against all odds, it has. And we’re not done! There is an ambitious roadmap for what’s next and I’ll watch from the sidelines with a lot of pride and a little FOMO as the team achieves that. I couldn’t be more grateful to all the customers who have built with us, investors who bet on us, and most of all to all the people who joined to do the hard work of making Confluent what it is. Thank you!

Ask one question, get all the work done. Otter is now part of @OpenAI's new role-specific plugins in Codex. So instead of using your meeting data to answer a single question, Codex uses trusted conversation context to complete an entire workflow. Ask “How should I get ready for my meeting tomorrow?”, and get a meeting prep package with summaries, follow-ups, reports, plans, and analysis. Quote from @Goopt -

Most work conversations are now being recorded by default. You should probably assume that everything you say at work is getting recorded from here on out. What’s emerging is a new category of enterprise software, organized around voice instead of text. The system of record today is structured data: CRM entries, tickets, docs. But the highest-value context lives in conversation: the nuance on a customer call, the real argument in a product review, the offhand comment in a leadership meeting that quietly changes the roadmap. LLMs are uniquely good at taking that unstructured voice data and making it structured, searchable, and queryable. That’s a large enterprise opportunity, and we’re still early in understanding what the software layer looks like and who owns it. a16z GP David Haber on what AI recording means for the future of work: a16z.news/p/everything-is-re…

Figma CEO watching 14 years of work get cooked by one tweet 😭

2025 was extraordinary. 🚀 @otter_ai crossed $100M ARR and launched industry-first AI Meeting Agents - powered by our team of 200+ and trusted by 35M+ customers worldwide. We're building the corporate knowledge base that turns every conversation into actionable intelligence, and have already delivered over $1B in ROI for enterprises. The best part? We're just getting started.⚡️ bit.ly/4auKB5J

> Be me - Elon > Just nuked the timeline with a Kardashev Scale reality check "I have a plan" > Meanwhile, China’s out here printing solar panels like it’s counterfeit fentanyl, absolutely curb-stomping the US in the sunshine Olympics. We’re bringing pocket knives to a laser fight > Bro we are literally about to run out of atoms for NVLink cables and you think the Nevada grid is gonna save us? > Realize AI is now the most expensive cocaine habit in human history > Current US grid: ~500 GW average, already sweating like a vegan at a Texas BBQ > One frontier model run in 2028 gonna slurp more juice than the entire country of France role-playing as a lights festival > Earth data centers already out here committing war crimes on rivers for cooling water > Do the math, smooth-brains... we’re about to need the entire grid just to train Grok-7 > Chips? TSMC and Samsung sending me the same email every quarter: “Dear Elon, lol no ❤️” > Fine > Tesla Terafab incoming - 10 million wafers/year, built next to Giga Texas, powered by whatever the fuck I want because I own the rockets > Power situation? > Earth: crying over natural gas permits > Me: quietly lofting 500–800 MW of thin-film solar per Starship flight like it’s Uber Eats for the vacuum > That’s one fully functional orbital gigawatt every week if I feel spicy > Orbital data centers = infinite free sunlight + 3 K cosmic microwave background heat sink > Translation: your Earth rigs are space heaters with a gambling addiction > My orbital rigs are perfect blackbody radiators running at 100% duty cycle while sipping starlight like it’s martinis at 3 a.m > Latency? Starlink lasers already do 100 Gbps cross-continent > In two years we’ll be doing petabit > Your query goes up, answer comes down faster than your GPU finishes complaining about spot pricing > Phase 1: xAI orbital constellation makes Memphis supercluster look like a Raspberry Pi someone dropped in a puddle > Phase 2: every AI company on Earth begs for rack space on my satellites like it’s the last helicopter out of Saigon > Phase 3: Kardashev Type II by 2045 or I’ll personally apologize to the Sun for underutilizing it > Groundcels seething in replies: “b-but atmospheric losses” “b-but launch costs” “b-but orbital decay” > My brother in Christ I own the launch company I am the atmospheric loss > Stay poor down there fighting over lake water I’m moving humanity’s IQ to orbit

1/ The RealReal ($REAL) stock is up >7x in ~2 years. Company accelerated growth improving marketing efficiency and profitability. As CMO during most of this time, some thoughts ⬇️