
#1 Podcast in the World New Episodes Wednesday & Sunday Hosts: @anand_murthy @deemurthy @dramadrama
Los Angeles, CA
Joined August 2019
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GROUPCHAT retweeted
Agent checkout on all these consumer agents is still slow & painful. I know it's early days but beating Amazon 1 click will be difficult.
There’s outrage and growing calls for an investigation after some Los Angeles Department of Water and Power customers reported their utility bills tripling in recent months — spiking by hundreds, or even thousands, of dollars. Los Angeles Mayor Karen Bass released a statement Tuesday announcing plans for some major changes to bring temporary relief for Los Angeles Department of Water and Power customers affected.
GROUPCHAT retweeted
High DWP bills take center stage in LA mayoral race abc7.com/post/la-mayoral-rac…
GROUPCHAT retweeted
Outrage from @LADWP customers who say their bills have tripled in recent months. @AnnieRoseNews talked to one woman whose bill is $24K. We at @KTLA invite the LADWP Board to come to talk to us about this.
ktla.com/news/local-news/sky…
Replying to @deemurthy @groupchat
I listened. @Anand_Murthy we too offer people money to self deport like Sweden. It hasn’t solved the problem. Because 🇺🇸 is the greatest country in the world and nobody will willingly leave.
GROUPCHAT retweeted
The biggest issue with the consumer shopping agents being built is that they are built by men who don't shop. The sample prompts are nowhere close to how women discover & buy products. Technology folks forget the most important thing when buying something is the brand.
GROUPCHAT retweeted
We built this and will be giving agents access soon. We went through a lot of effort to have a clean product catalog, top tier name brand suppliers that can fulfill within 24 hours. LFG 🔥🔥🔥
Replying to @elonmusk @zerohedge
The future is a merchant product that makes one’s inventory available via MCP / headlessly and accepts agent payments.
I suspect shipping can be done thru fedex/ups/usps direct from merchant at similar cost when you strip out the Amazon take rate (ie merchant can spend more if needed to ship quickly).
The moat isn’t what it is anymore. That is why they are blocking.
GROUPCHAT retweeted
In the last week of September, DeepSeek models processed more tokens on OpenRouter than OpenAI, Google, Anthropic and xAI models combined.
GROUPCHAT retweeted
Replying to @groupchat
Lowkey lost me today lmaooo i told it to scan eBay for cheap pokemon slabs and it told me what the card was worth. Trusted it and ended over paying on the card by $20 lmaoo
GROUPCHAT retweeted
Anthropic IPO prospectus leaked to Reuters
Anthropic reported a net loss of $42 billion in 2025, and plans to spend $518 billion on cloud, computing and infrastructure obligations in coming year, according to the prospectus.
The prospectus details how the company has grown sharply in the last year — while also posting wider losses. Revenue grew 12-fold in 2025 to nearly $4.6 billion, even as the company lost more than $8 billion on an operating basis, excluding writedowns of various liabilities mostly tied to previous fundraising, according to the documents, reported here for the first time.
reuters.com/business/finance…
GROUPCHAT retweeted
Dick’s Sporting Goods fell hard after earnings.
Then four directors bought about $3.7 million of stock.
The selloff was the setup.
This is the first signal.
The market is pricing in a Foot Locker problem. Insiders are betting it may have gone too far.
My latest for Forbes: Chart by @Barchart $DKS forbes.com/sites/jimosman/20…
GROUPCHAT retweeted
Kevin Durant and his business partner, Rich Kleiman, invested in Hugging Face's seed & Series A fundraising rounds.
Nvidia just acquired the company for $12.9 billion, and since I'm told Durant invested $100,000 in the seed round and $150,000 in the Series A, he likely made more than $60 million on this investment alone.
That is one of the best athlete investments ever (and more money than Durant will make playing in the NBA this season).
GROUPCHAT retweeted
YOUTUBE EYES $1B+ NBA DEAL
YouTube is in advanced talks with the NBA to create a single streaming hub for local team broadcasts starting in the 2027-28 season, per SBJ.
The NBA is targeting at least 25 teams in Year 1, with as many as 29 potentially joining.
If all 29 participate, the league is reportedly seeking around $1.2B.
A smaller group of 25 teams or fewer could bring the deal closer to $850M.
GROUPCHAT retweeted
One of my favorite business podcasts, @groupchat, had a guest spend two hours explaining why AI is going to end everything for everyone but a select few within the next 18 months.
Meanwhile, @bobbyhundreds launches a Disney tee and 75,000 people show up for the drop.
They showed up because of their connection to Bobby as an artist, the community he’s built, and the nostalgia of Disney.
AI may make creation infinite. But it can’t make human connection, community, taste, or nostalgia infinite.
That’s not going away in 18 months.
GROUPCHAT retweeted
Today is the last Sunday without football for the rest of the year. – at Schererville, IN
Listening to the Group Chat pod this morning and the conversation on human connection/interaction caught my attention. One year out of college working in NYC, I’ve realized that one of the biggest culprits of the lack of human connection has been remote work/teams. @deemurthy




















