dangerously skipping all permissions

San Francisco
Joined November 2025
i read this at least once a month.
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posting the final message from the cancer patient we lost guys. this is the closure. life is beautiful. make the most of it.
i read this at least once a month.
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Rishabh Karnawat retweeted
"90% of the time the market is not going to provide any opportunities, and 10% of the time I am going to make 90% of my profits." ~ Amrit Sall
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i have never seen the consumer love for any product the way i see for aside browser by @AsideAI @hiddnest congrats to the team on building this incredible product.
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This summer, I had dinner in San Francisco with a founder who runs a $13 billion company. At one point I asked him how he got through the early days, when it felt as though the company might die, when there seemed to be no future and everything felt impossible. His answer has stayed with me ever since. He said that the problem in front of you will be solved regardless. Either you solve it and carry the company forward, or someone else will come along and solve it. But one way or another, it gets solved. The only question is whether it will be you.
Someone else took that situation you’ve been complaining about and won with it.
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average college experience
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bro just keeps mogging everyone.
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so the ai bubble is popping up soon?
Replying to @chamath
Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
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deleting instagram is liberating.
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The founder is the moat.
there is no moat
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People underestimate how much it matters to simply check in on someone. We feel awkward texting a person we met three months ago over the summer just to ask how they are doing, as if we need a reason. We don't. Those loose connections are some of the most valuable relationships you can have, and the only thing keeping them loose is that nobody reaches out. A short message tells someone you remembered them, and almost everyone feels good when that happens. You never know which of those casual connections becomes your closest friend, or the person standing beside you as best man at your wedding. So text the person you met a few months ago. It takes thirty seconds, and it might be the start of something that lasts decades.
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We are so done. Men in committed relationships have lower testosterone than single men, and it drops even further once they become fathers. Once you have found your person, your body quietly shifts from hunting to building, trading restlessness for patience and attention to the people who depend on you. One long-term study even found that the highest-T men were the most likely to get partnered, and then commitment brought their levels down. Maybe the real flex was never maximising testosterone. Maybe it was finding something worth lowering it for. lol.
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coca-cola has appointed a president just to handle customer relations with McDonald’s.
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pre-seed behaviour
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the moat is how much compute you have
the moat is how much energy you have
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Rishabh Karnawat retweeted
All thats left is the desire to win
there is no moat
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People massively underestimate how much compute this market is going to need, and how fast that demand is still growing. Look at what the companies actually serving the tokens are saying. Google processed 9.7 trillion tokens a month in May 2024. A year later it was 480 trillion. This May it was 3.2 quadrillion. That is roughly 330x in two years, announced on a keynote stage, not leaked from a spreadsheet. Anthropic was at about a $1 billion revenue run rate in January 2025, $9 billion by the end of last year, and around $65 billion by July. Anthropic and OpenAI together now earn at a rate of roughly $100 billion a year. That category did not exist three years ago. The bear case is that the capex is too big. The four hyperscalers are guiding to around $725 billion this year, up 77% on last year, and 2027 is expected to clear $1 trillion. That sounds insane until you notice Microsoft has said it will stay capacity constrained through 2026 even after spending all of it, and Google Cloud is sitting on a backlog above $460 billion. Nobody builds a half trillion dollar backlog on hope. Supply is not running ahead of demand. It is chasing it.
Seeing my own usage and spend on AI go exponential over the last 3 months while the AI infrastructure stocks are all down 20% or more Either I am the outlier, or the market narrative is clearly broken. The revenue for the models are only going up from here, not down
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consideration is greatest form of love.
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i think the for next 4-5 years, each year will keep getting wilder with the most unexpected events occurring.
2026 is a wild year that everyone is going to remember
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There is a growing body of research suggesting that people who own pets tend to age better, both in the heart and in the brain. A study of 1,769 adults in the Czech Republic, published in Mayo Clinic Proceedings, found that dog owners scored meaningfully higher on cardiovascular health than people without pets, largely because they were more active, ate better and had healthier blood sugar. The brain findings are just as striking. In a six year study of older American adults, long-term pet owners showed noticeably slower cognitive decline than non-owners, and a separate study of nearly 8,000 people over fifty found that, for those living alone, owning a pet entirely offset the faster memory decline usually associated with isolation. What I find most interesting is that the benefit probably has very little to do with the animal itself. The researchers point instead to what a pet quietly forces into your life: a daily walk you cannot skip, a routine that holds even on bad days, lower stress, and a steady sense of company. In other words, a pet is a remarkably effective delivery system for the habits we already know are good for us but struggle to keep on our own. These studies show associations rather than proof of cause, but the pattern is consistent enough to take seriously. Sometimes the best health intervention is not a supplement or an app. It is a dog that needs walking at seven every morning.
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