Founder #1: our engineering team is now our product team, thanks to AI.
Founder #2: our product team is now our engineering team, thanks to AI.
If you’re not confused, you’re not paying enough attention.
My friendly Uber driver in Austin just told me how excited he is to put his entire net worth into SpaceX when it goes public.
I hope Apple’s new CEO finally delivers on the unfulfilled promise of this headline. theonion.com/new-apple-ce...
The AI wept, for there was no more training data to ingest.
Just saw someone eating lunch with a knife and a fork while driving her Tesla on the 405.
In VC, we fight for and use our pro rata rights for exactly this reason. Public market investors can think of buying more on the way up as their form of exercising pro rata.
How many things in space have ever been repaired? I count four: Apollo 13, Solar Max, the Hubble, and the ISS. Any I've missed?
I've been thinking about this topic as the interest in data centers in space continues to grow.
I should live post a few car chases to build my follower count back up.
I had a great time talking AI, software, jobs, and investing on the most recent episode of the Meb Faber podcast.
www.youtube.com/watch?v=zSaG...
Shingles vaccines make the astronauts’ bodies radiate light. Thank you for asking.
Though I may prompt in Helvetica, the AI speaketh to me in Comic Sans.
Chart 1: US Imports: Computers, Computer Accessories, and Semiconductors ($ bn) since 1994 Chart 2: US Trade Deficit ex Petroleum and US Trade Deficit ex AI category imports from Chart 1.
If I didn't make these myself I wouldn't believe them.
I'm signing my first term sheet of the year today, and noticing how small the option pool is. When you need fewer employees due to AI, you can give each of them a bigger ISO package but still have less dilution.
They are right to be excited. I had a delayed flight from MIA to IAD on July 4, 2006, and happened to be in the air west of Cape Canaveral at the moment Discovery launched. A once in a lifetime thing to see!
Godspeed, Artemis!
OH: I think I'm going to have to issue a 1099 to my AI this year.
OH: I'm not a consultant, mom. I'm a forward deployed engineer.
Most recent deck in my inbox touts "unicorn boom speed" and 80% operating margins. How lucky am I?!
Investing in software for manufacturing, field service, etc., I'm hearing the same thing from founders these days:
Best way to improve productivity on the factory floor or in the field is with better AI software in the office. Counter-intuitive but there is a ton of action in this direction now.
This is like putting a tariff on a penguin colony.
Unclear, I think. However you source leads, you need to manage your funnel somewhere.
Yet another California ISO battery record: 11.991 GW peak discharge on 3/24 7 PM.
33 days straight and 60 of 83 (72.3%) in 2026 with WWS meeting >100% of demand.
13.5% of all hours in 2026 have been >100% WWS
Fossil gas down 59.5%, solar up 74.3%, batteries up 332% in '26 v '23.
The same CEO told me that a customer demanded an on prem version of his product. His CTO said a year ago, they would have had to hire an engineer to deliver that request. Now they just burned some extra tokens for a few months.
Saying yes to a customer is easier than ever.
If persistent and generalizable, this effect would elevate marketing and devalue outbound sales.
A founder told me today that due to AI, his outbound SDR team is struggling to get customer attention. But his content and event spend is converting better than ever.
A portfolio company just reported to me how they completed a massive backend code migration in 20% of the time it would have taken without Claude Code.
Now there's no excuse to maintain a legacy code base. Inertia is now much more costly than forward motion.
Good luck today!
Dance like nobody knows how to activate your kill switch.
www.youtube.com/watch?v=-YZe...
Hallmark Channel, Christmas 2026: Courtney quit her fast paced PR job in New York, and moved back home to Palo Alto. She opened a kombucha shop and fell in love with Pierce, a roboticist.
In software from now on, your product ≠ your out of the box UX.