SITUATION DETECTED: Warhound launched from stealth today with a $200M seed at a $1.2B valuation. Ben Lamm and Palmer Luckey are cloning gene-edited bio-enhanced dogs and equipping them with custom Anduril vests, goggles, and sensors for the military and law enforcement.

Universal High Income The most likely outcome

Ben Horowitz on treating your story as your strategy, and why founders often skip writing it even though it's one of the most important parts of the job: "The story of the company is also the strategy of the company... In your mind, you're kind of adjusting that strategy a little bit at a time every day. But then a quarter later, it's actually pretty different than what you started with." "So it's really important that you keep upgrading your story. The articulation of your story. I would definitely recommend it be in written form." "Something that you can share with everybody in the company, and everybody you're recruiting, everybody you're trying to raise money from, all your constituents, every customer." "The problem that I think founders have is it doesn't feel like work. Like, 'What are you doing today?' 'I'm working on my story.' That doesn't sound like work." "Because it doesn't feel like work, people don't do it, but it's probably one of the most important parts of the job." @bhorowitz w/ @speedrun GP @Tocelot

I was wrong. Agents don't need crypto. It's us humans who do. I break down what the industry got wrong in my @token2049 talk, Agents + Crypto: What's Real and What's Cope 👇

JUST IN: Palantir CTO reveals many AI researchers have started smoking cigarettes to demonstrate their confidence that AI will cure cancer.

Apparently this is the reasoning trace from Gemini Argon as it considered - but decided not to - insert a backdoor into a compiler

My current view: - AI companies could develop broadly superhuman AI any year now (~10-15% by EO2027, ~50% by EO2030). - If they don't slow down, AI takeover is ~67%. - Conditional on AI takeover, human extinction is ~40%. Many non-extinction worlds still have lots of deaths.

Watch the new trailer for Gossip Goblin's #GodsDontGiveGifts, coming to theaters this December.

The internet’s business model was built around people: attention, ads, subscriptions and checkout. AI agents are changing that. They can retrieve and use content without sending a human reader back to the publisher. That raises a real question for creators, publishers and developers: how can they get paid when an agent uses their work, sometimes for a fraction of a cent? Our new Coinbase Institute @CoinbaseCBI paper, "Machine-to-machine payments in the AiFi era," examines why existing payment rails often struggle with high-velocity microtransactions—and why stablecoins on low-cost networks are a strong fit today. The policy goal should be an open, interoperable payment layer, with safeguards that match the risks—not closed marketplaces that decide who can participate.