I suspect 70-80% of revenues at AI companies are from other AI companies who’ve raised money from the Venture industry. This is not a circular revenue problem but it is a revenue quality problem. We’ve seen this before in the SaaS cycle in the early/mid 2010s.

dear elon musk, stop copying our legend rohit shetty

OMG… the Tesla Roadster just went upside down on a half pipe and landed!

Unless there is a major world war, SpaceX probably gets to >$100T in <10 years

Most devs use Claude Code in the terminal, but why? The desktop app feels cleaner and more organized, and from what I can tell it offers the same core features. Am I missing something? Is the CLI actually more powerful, or do developers just prefer terminals?

Be honest, Which ecosystem gives you the most value for money?

The cash drag from $SPY's structural inability to reinvest dividends immediately is nonzero. Combined with its fee difference of 0.06% versus $VOO, it makes for a not-so-immaterial lag over time: optimizedportfolio.com/spy-v…

Mark Zuckerberg pretending to enjoy Guinness is my new favourite thing.

Muse ordered me 🍉 how thoughtful!

2027 will be the year of the personal agent. It has finally found PMF with Instinct, Muse & Grokbot. This will cause a tsunami of customer enquiries — it’s now essentially free for a customer to send hundreds of emails, texts and phonecalls to make a single purchase. Businesses will need AI customer service tools to save themselves from drowning.

Introducing Microsoft-Decision-1, our new model for fast decision-making. It delivers top performance on structured decision tasks, outperforming both LLMs and other decision models in latency and quality. We’re already testing it across Microsoft for everything from incident response and quality control to scientific discovery.

Dear Prime Minister Ambani, Please accept my humble apologies for not realizing that you are the real boss of India. Naturally, you would prefer to maintain your monopolistic exploitation of the great people of India, but would you nonetheless consider allowing Starlink to compete? There are many areas of India, as there are in all countries, with no Internet access, which denies children the opportunity for education and for small businesses the opportunity to sell their goods to a global market. Starlink would change their lives for the better. Thank you 🙏

Talked to someone recently who knows a lot about defense tech, and he made an interesting point: the test of most military hardware right now is whether the Ukrainians want it. They have a hot war going against a determined opponent, and they know what works.

Patriots QB Drake Maye reveals he is unsure if United States landed on the moon in 1969 ebx.sh/i4wUwP

Which one going to win? - Dots - Muse - Grokbot