Founder/CEO at Brightfox Education, building the world's best afterschool education experience. Former early TWTR, GOOG, education industry.
NYC
Joined February 2009
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Alex McCauley retweeted
I could not be more excited to announce that @amirmova has joined the team @firstharmonic.
Amir and I have known each other for 15 years. He was one of the best hires I made in my five years at Twitter. Amir made a huge impact, including helping to lead the company’s IPO efforts in 2014. A few years later, he became the CFO at Mixpanel and then the COO, leading the GTM organization and owning the sales number. I knew Amir to be an extraordinary operating executive, but did not expect him to become a CEO as quickly as he did. But that’s exactly what happened when Mixpanel's founder stepped down in 2017 and asked Amir to take over.
Mixpanel was once the market leader in product analytics, but had lost its lead. As CEO, Amir led an amazing turnaround in the company’s performance. He remained CEO for eight years before recruiting his replacement and stepping down earlier this year, with Mixpanel growing, thriving, and profitable.
Amir is a builder. He is a winner. He cares deeply about his work and the people he works with. His breadth of experience at both private and public companies is remarkable, and I believe he will become a tremendous resource to First Harmonic’s founders through all stages of their journey.
Welcome to the team, Amir. I’m delighted to work with you again.
Is it possible that AI is similar to airlines, where the product is so undifferentiated that it ends up being a crappy business? Esp using the API, where swapping out an API key is easy, I could see it, where you are just bargain hunting and swapping every few months.
OpenAI is considering drastic price cuts as it seeks to win over customers from archrival Anthropic on.wsj.com/4aldd0k
We need a fully electric Tesla RV with Starlink tightly integrated, wings to collect solar, Full Self Driving, a roof deck level for outdoor hangs, and Grok AI heavily involved for voice control / companion.
Dear Apple, please make a display that integrates (almost) all peripherals to eliminate clutter: a microphone arm that swings out and can be tucked away / folded in, a ring light around the entire bezel, a hardcore webcam, and an integrated stand w all plausible ports, like 16.
Alex McCauley retweeted
Exciting expansion! @Waymo now serves the whole SF Bay Area Peninsula from SF to San Jose and is taking riders on freeways.
waymo.com/blog/2025/11/takin…
The railyard leading into Caltrain at 4th and King is a juicy lot that would be a fantastic undergrad campus focused on Biotech. Close to UCSF Mission Bay hospitals & tech companies, take Caltrain to South Bay.
Imagine the internships and hiring of new grads. Win win win
Alex McCauley retweeted
the most underrated winner of the AI boom is the 15,000 person Caribbean island of Anguilla (which has a GDP of ~$320m)
Alex McCauley retweeted
For the first time in the US, more babies are now born to moms 40–44 than 15–19.
This marks 2 historical shifts for the US, plummeting teen pregnancy and gradually rising fertility for older women.
When exactly does SF become the next Detroit?
The @zumper May rent report is in! 📝
Here's a big story -
🌉SF is back, and back big. The AI boom is real
SF is ⬆️11.9% annually, the highest annual rent growth rate in the top 10 markets
🗽NYC remains the most expensive, ⬆️10.0% annually, up to $4,620 median for a 1BR
I get so much unsolicited inbound, it really damages my ability to use email. Hoping @rsg and team can come to the rescue.
Alex McCauley retweeted
Live speech translation in Google Meet is here. Speak naturally—your words are translated in near real time while preserving your tone, voice, and expression. Available in English and Spanish, with more languages coming soon. → goo.gle/3S4OIuY
#GoogleIO
Great advice from @nkatragadda and co on raising the first round.
We can't wait to meet the next generation of NYC founders. Apply now: foundersnyc.co/
Seeing haters of the ultra thin iPhone Air, but anyone who carries their phone in their pants pocket - almost all men and many women - will be interested. Having to take it out when sitting is especially annoying.
iPhone Air + perm Low Battery Mode to offset smaller battery 😍
A monthly subscription to a sports gambling site to get better odds is a smart business move but a dark turn for society.
Gambling already ruins many lives. The ability to do it from your phone 24/7, and now this likely “Amazon Prime effect” technique, will ruin many more.
Very late here, but some thoughts on DraftKings "Buy Better Parlay Odds" via a $20/month subscription (link to story in replies):
1. Parlay payouts are a black box. Not regulated at all. DK could give you a "boost" of 10% on your payout while simultaneously reducing the base payout from 6x to 5x. And then it's not a "boost" at all.
2. What we do know is that parlays are the most profitable form of betting for all books. They're holding 20-30% (or more) of each parlay from 99% of bettors. DK's stated goal is to get more people to bet more parlays, with as many legs as possible.
3. That said, people LOVE the "bet a little to win a lot" model. It's entertainment, losing 20-30% in EV for a sweat with your boys during a game is a fine deal. As long as people have their eyes open to this, great. Have fun.
4. If you do care about getting your money in good, and think you are because you know ball... I have bad news. Almost every SGP or parlay I see tweeted out on this site is expected to lose an insane amount.
Yes, maybe you disagree with our projections/sims. We can certainly be wrong. But I don't think we are so far wrong that you can overcome betting a parlay at 11-1 when we make the fair price 21-1.
5. The tax rates on sportsbook gaming revenue in states like New York are absurdly high. I'm no CPA, but I'd guess subscription revenue is not taxed as hard. Which makes the $20/month a sweet play, business wise.
I asked ChatGPT for my total lifetime chance of getting these cancers in absolute terms if I never drank, versus moderately drank.
Non-drinkers: 7.5%
Moderate drinkers: 9.2%
Yep, investing in alcohol is catching a falling knife.
There’s enough data and content out there reminding you that it’s bad, that health conscious people cannot ignore anymore. Sleep tracking confirms this. Also support groups online to help you quit. Weed a legal alternative.
Investing in alcohol is like catching a falling knife right now. People don’t drink like they used to, esp those under ~35.
My guess is that remote work foot traffic loss, a weird part of DTO Oakland, and a decline in liquor drinking is the majority of the problem here…
I made ChatGPT my default search when typing into the Chrome top bar, replacing Google as my default search engine. It's superior ~8/10 times, with the exception being stuff like the Google Maps integration.
I am asking it way more questions than I would Google.
Give it a try!
People would buy a super slim TV from Apple that looks like artwork when off, tightly integrates w/ your iPhone to stream photos or videos, has an advanced Facetime feature, etc.
Won't be a high margin item but it would sell well.
bloomberg.com/news/newslette…
Large French ski resort to close as snow shortage leaves it struggling to build a future.
“40% of ski resorts in the French Alps now rely on artificially made snow to stay open. In Italy it’s 90% and up to 80% in Austria.”
accuweather.com/en/weather-n…
