content + emerging tech = š¤ currently helping to build future of @amazonalexa prev work: @doodles & @_goldenwolf_, @snap, @warnermusic and @authenticbrands
NY
Joined October 2011
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no surprise at all in this stat. @druski crushed
ppl have differing views about @higgsfield_ai and its role in content creation but itās undeniably impressive to be scaling at the rate it is w/o litigation or heavy adversarial posturing from IP rights holders. some rly good decision making going on behind the scenes
Weāre on track to hit $2B in annualized run rate in the next 3 months.
We crossed $1B and got faster. In October we hit $1.35B.
Higgsfield is the third-largest independent, private AI-native company by annualized revenue, behind only Anthropic and OpenAI.
When they go public, Higgsfield becomes the largest AI-native company still private.
AI video is going to be a trillion-dollar market. This is only the beginning.
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ease and access to gambling present tough questions and stoke the fires of some major societal issues, but election nights with prediction markets offer insights unlike anything weāve ever seen before. Itās truly a new era of the feedback loop.
Last night was special.
Election days just never get old for us at Polymarket. Watching regular people experience the beauty of market based forecasts as the results come in. How practically useful it is. How simple it is to interpret. When it clicks, it clicks.
Itās now routinely hours between when prediction markets call it versus the TV networks. The networks hold out until absolute certainty, and the suspense keeps it entertaining all night. No knock to them, but now thereās Polymarket, and many people are realizing they want to know what's happening in real time.
I know the industry has gained a mixed rap for a variety of reasons, many of which are criticisms with real merit. But I think I speak for both myself and my peers when I say we got into this because we really love the idea of markets being able to place a price on the future (e.g. Democrats had a 92% chance to take the House on Polymarket), and how that can help people better understand what's likely to happen and make decisions accordingly.
Our mission is to make sure we deliver on the promise of prediction markets, which was on full display last night. In the midst of so much noise around what we do, the American people get to see what Polymarket is really all about. Feels like one step closer to the dream. Onwards.
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Iām observing more and more excellent talent leaving legacy ābig techā for the leading AI companies or promising AI-native start ups. Not the brilliant 9 fig savant packages, but excellent operators going for flatter orgs, often higher pay and less red tape
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few things truer have been said today
Itās Wednesday and my parents are coming over to hang out. They'll play with my son. Weāll make dinner. I'll sauna with my dad. I wish Iād known this sooner: Nothing improves quality of life more than proximity to people you love. Itās worth more than any job will ever pay you.
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I am unwell. Please lord may they come to NYC so I can show my daughter the greatest to ever do it ā @serenawilliams & @Venuseswilliams
Back together, at Wimbledon šš
Serena and Venus Williams will compete in the Ladiesā Doubles at The Championships 2026
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New York City is absolutely electric right now. Best city in the world and weāre showing everyone why.
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fun and creative solution to a fast approaching problem. rly interesting questions around what the ārightā way to value the content is, expectations for attribution and so much other fun stuff.
Today we're launching Index: a platform for content owners to understand how AI agents use their work, and earn revenue when they do.
Our first partners include @TheAtlantic, @FortuneMagazine, @PRNewswire, @PitchBook, @ZoomInfo, @Tracxn, @RocketReachCo, @enigma_data, @fiscal_ai, plus creators @alexeheath, @mariogabriele @azeem, @every, and @packyM.
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big ups @duglust
Tonight, the Knicks play the Cavs in Game Two of the Eastern Conference Finals ā and win or lose, Duglust will be making a song about it.
We spoke to the viral cover-song recap artist (and his number one fan, Ben Stiller)
rollingstone.com/music/musicā¦
On this Motherās Day, something I tell my kid a lot: one of the only things ppl will ever remember is how you treated other ppl.
you get what you give and at the end of the day, weāre all just trying to get by
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Working on AR projs like new immersive Lenses at concerts w/ @LiveNation was some of my favorite work at @Snap and why I lobbied for leaning more into AR at @doodles. Excited to see Specs rollout & how the team continues to push the envelope on how we experience the real world.
For our last Cheeky Pint episode this season, @evanspiegel joins me to discuss the "crucible moment" at Snap. We cover the shift from smartphones to AR glasses, why he thinks VR is antisocial, how creative culture at Snap works, and why Norway is Snapchat-obsessed.
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As a parent, I think a lot about what will be my kidās keepsakes. Stubs from her first concert or game, stamps from intāl travel, heck even wedding invitations are going digital. Efficient, sure. More secure, almost def, but how will she look back?
newsletter.rallyrd.com/p/theā¦
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hot take. spending a fortune to attend Coachella only to spend the whole time capturing mediocre content, particularly video of performers, is insanely lame. Unless someone is paying you to capture content onsite, put your phones away and have fun with your friends!
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Really important insight here, particularly for content that lives behind paywalls on an all or nothing basis. What about dynamic pricing? Want to read breaking news? Should it be priced based on current demand? Large pricing models introduce potential for realtime value calcs
Aaron Levie says agent-driven micropayments could create an entirely new business model for the internet:
"We might have truly a completely different business model for the internet."
"Now actually it's probably is a good business model. Because let's say you had paywalled, really proprietary data... You could actually imagine like there's maybe like a hundred million agents that would be tapping into that data for various use cases."
"All of a sudden, a penny a transaction starts to make a lot more sense than it did when you were capped at... people that maybe was interested in your content previously."
"We probably have new business models for tools and APIs... We probably want an agent to be able to have a budget and make any API call it wants, and all of a sudden you have this new revenue stream, which is like these agents showing up, just transacting on your system."
@levie at Daytona Compute Conference
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some of my best former colleagues impacted by this RIF. difficult decision Iām sure, hoping itās for the long term success of the company. If anyone needs kind, smart, creative teammates, lot of great talent looking for new gigs.
Snap, parent company of Snapchat, is making a massive workforce reduction ā eliminating 1,000 jobs, representing 16% of its current employees, in a move to accelerate net profitability. In addition, the company is closing 300 open roles.
CEO Evan Spiegel believes ārapid advancements in artificial intelligenceā will help smaller groups work better.
variety.com/2026/digital/newā¦
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very interesting pivot here, curious what other convos Disney might be having for licensed outputs in pursuit of fan co-creation. undeniable demand for the tools, will be exciting to see how players like Disney incorporate into their universes. hollywoodreporter.com/busineā¦
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Past few months Iāve had convos w leaders about how theyāre approaching their IP portfolio and partnerships. Ppl are frustrated, overpaying big firms who donāt feel like strategic partners. Boutique, specialized firms, supercharged by bespoke AI tools are the alpha.
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