$CRWV bonds blow up to 15.1% in a day as company faces existential bankruptcy risks.

Brian Chesky says he generates roughly 30,000 ideas a year and uses AI to rescue ideas he initially thought were stupid "It’s more the good ideas jump off the page. So, for example, I basically have a notebook, and every thought is, like, a sentence or a couple sentences. And I probably write maybe a thousand words a day. So that's probably 300,000 words a year." "So maybe each line is a sentence, there’s, like, 10 words. So maybe that’s a hundred ideas a day. So that’s maybe 30,000 ideas a year." "And so then what I do is say I have 30,000 thoughts a year. 99% of them are not useful, right? Just something. You write something down, anything that comes to your mind, I just keep writing it down. At the end of every day, I bold the things that jump out at me." "And so if I wrote down, like, a hundred things, a hundred lines, I bold five to ten. And then each day I bold them." "At the end of every month, I look, and my AI now can just read the bold ideas. I used to have to manually pull out the ideas and read them. Now the AI can pull out the bolded ideas. The AI can also read and find ideas I thought were stupid, and it can tell me really good ideas." "It can see patterns, and then those become my short list. And then I iterate them, iterate them, iterate them."

Today I'm parting ways with Fly.io. It's been a privilege. I'm off to tilt at a big old windmill with Kurt, again. sockpuppet.org/blog/2026/09/…

In January 2025, we committed to generating 10GW of compute and have already identified over 8GW of that. Now, we're planning for 30GW of compute by 2030. A milestone that scales with the rapidly accelerating demand for intelligent systems. Image generated by @ChatGPTapp Images 2.0 😉 #YouCanJustBuildThings

Fatherhood is the end of philosophy. you can read every book ever written about meaning and purpose and discipline, but the moment a small human looks at you and believes you, everything you thought you knew burns down. because now you have to do it, not think it, not debate it, not post about it. the child watches your hands, what you do when you are tired, what you do when you are mad, what you do when nobody else is looking. that is your only sermon and you cannot fake it for one day because children are bullshit detectors made of flesh. if you are a weak man your son will know it before he can spell the word weak, and he either becomes you or becomes the opposite of you, both out of desperation.

Gonna flesh this out in a 2k-word article later this week. Companies like @Vercel, @Anything, and @Supabase are great $1B companies, but they’ll never be $100B companies. Their business model prevents any power law.

The past year has seen an explosion in coding productivity, per FT:

Amazon CEO Andy Jassy said in internal all-hands he had been expecting $300B in AWS annual sales by 2036, but with AI now sees $600B reuters.com/business/amazon-…

Does OpenAI, Anthropic and Cursor have cringe employee naming scheme for their staff or are we finally past that?

OpenAI trades at $1.02T and Anthropic at $530B, both at a 40% premium to their last round on Ventuals perps. It’s a speculative market with fairly high volume that doesn’t actually own the asset. Cool concept (with many issues) but a way to get exposure to private assets.