LoftyLabs
Menlo Park, California
Joined February 2008
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The phrase to watch this coming week: diesel emergency.
For some background: youtu.be/vc5F_zhDWAI?si=G3X2…
Scott Loftesness retweeted
Remarkable criticism of Treasury Sec Scott Bessent by his former boss, Stan Druckenmiller, esp this: "Once markets believe Treasury is defending a price, every rise in yields becomes a test of official resolve, and the operations must grow to survive the tests." wsj.com/opinion/let-the-bond…
I see Stripe is acquiring OpenRouter.
Makes me wonder what a surprise it would be if Visa had acquired OpenRouter instead. A transaction is a transaction after all.
The next great payment network may not be a network for people. It may be a network for machines.
A fascinating question to ask your favorite AI: What if Jeff Dean and his colleagues were starting a new company with a focus on investing and finance instead of on science?
“The scientific curiosity that drove work on TensorFlow, large models, and distributed systems would reappear as curiosity about market dynamics, prediction, and the physical constraints (compute, power, data) that shape long-term returns.”
Just how important is the AI frontier?
sjl.us/2026/08/08/the-diffus…
Just read Rickover’s old submarine interview ritual again—the sawed-off chair that forced you to sit ramrod straight. Accountability wasn’t optional; it was engineered into the furniture. In a world of diffuse responsibility, that kind of brutal clarity still hits different.
Serendipity used to feel like wasted time—a delayed train, an off-topic conversation. Now I see it as the unoptimized path that actually matters. Efficiency gets you to the destination. Wondering gets you somewhere worth arriving.
Scott Loftesness retweeted
Berkshire released its 2025 annual report this morning with Greg Abel’s first letter to the shareholders. The letter was a good summary of operations, confirming Greg understands capital allocation and is the right person to lead Berkshire and maintain the culture. However, 1/
Scott Loftesness retweeted
Happy to share the Semper annual letter. We posted it to the website last night. I attempted a section on the improbability of adequate return on capital in the AI arms race. With the retirement of Warren at Berkshire, be sure to see the unreal statistics.
semperaugustus.com/clientlet…
Scott Loftesness retweeted
Last night’s #SuperBowlLX private jet exodus was wild! Five Bay Area airports (SFO, SJC, OAK, LVK & HWD) together saw a 1,136% increase in bizjet departures during the immediate post-game hours—compared to the previous Sunday. 🏈✈️
I was listening to a podcast this morning with Reid Hoffman and a colleague talking about how they used agents to translate their podcast. Hmm. Interesting idea. So I went to Gemini and simply said: “Please translate the last blog post at sjl.us into French.” Amazing! And then I asked it to do Hindi, Spanish, London cockney taxi driver, etc etc. Fun but also so powerful!
In the days of the "vertical hold," we learned a hard truth: the picture never stays locked forever. We spend so much energy trying to keep our lives from "drifting," but maybe the adjustment is the whole point.
Read: sjl.us/2026/01/25/the-drift-…
