Billion dollar app idea: automatically recognise a hotspot portal login page and launch it if you aren’t logged in.
1 day to build, $0.99 app, 1bn pissed off iPhone users, $700MM pure profit (if you live in Monaco)
Nearly always depends on how hungry I am…
There are days where I do a months worth of thinking and weeks where I make no major progress
The world is lucky that Modi hasn’t tried to properly politicise global Indian expat/immigrant communities yet - the Indian diaspora could have incredible reach, much larger than China
In the wise words of the constitution: “Nobody is above the law, but a somebody is not a nobody.”
www.congress.gov/bill/118th-c...
I absolutely love that this bill is called PELOSI. If that’s her legacy, it’s well deserved
Here is the damning chart. All of the wealth created in the last 60 years has barely touched the bottom 60%, arguably the bottom 80%
Can’t wait for Marjorie Treasury Greene to take over the Fed from Powell
Pete Hegseth wants to prosecute The Leakers for snorting all of his cocaine
Security team didn’t know how to triforce
Has anyone tried asking Big Balls?
This seems generally like Google. The amount of errors that still pop up in looker, ads etc. is shocking for a company that size. They don’t seem to be able to build b2b products
The correct tariff policy would be to force large foreign companies to submit audited financials and then have a floating calculated tariff that offsets subsidies etc. This prevents market flooding like BYD. Arguably calculated against currency manipulation but that’s impossible to calculate.
Furthermore, Elon / X.AI is currently too exposed to Nvidia. There’s a reason Apple / Meta / Google / Amazon are making / trying to make their own chips. Nvidia has a Thucydides trap problem with their own customers, and will inevitably get into commoditising the foundational model.
Knows manufacturing, US manufacturing specialist, Intel needs a dictatorship, loved by the current government (CHIPS funding). Tesla could merge with just 10% of its current stock price
Tesla / Elon Musk should buy Intel.
I’d be curious if this is more of a function of GDP growth per capita, or distribution of GDP growth. The former is a little inevitable, the latter would be an issue
Trying to change world trade with one time tariff chaos is like trying to dig a dry hole at the beach. As soon as you stop, the water comes back.
(1) facial recognition (2) social credit score (3) Uyghur detention (4) disappearances /purges (5) censorship. On the economic side they need to fix (1) corruption by political class (2) IP theft (3) uneven playing field for foreign businesses or those that don’t have a “protector”.
All solvable.
Why? Because this is the perfect time to rebrand - they control social media, Trump is burning US reputation to the ground and there is an opportunity to realign Europe, India, South America as long as they don’t look like cartoon villains. That rotates around 5 things:
Now that Chinese policy makers have banned facial recognition without consent, I am betting on stronger IP law enforcement in the next 2 years as they capitalize on Trump’s weekend to draw foreign innovation and talent. They may also soften social credit score or rebrand it.
Or apparently they once again took Trump seriously not literally. Finally it’s down… took a while.
Trump deserves a Nobel peace prize - he is the great unifier.
Deep Research + o1 is unbelievably useful for VC analysts and entrepreneurs. Never again sit around and do hours of SOM, SAM, TAM analysis or competitor research…..
Prediction: in the short-run, the smartest AI model will win. In the long run, the most reliable and trustworthy will win.
Eg. Coinbase, Linux. This is also why open-source will win because it’s self regulating (eg Wikipedia)
They will trade voluntary censorship for rewriting the laws wrt to copyright. This is also why the VCs etc are so bullish on Trump and so against Europe
Zuckerberg’s sudden switch to MAGA has nothing to do with Facebook / censorship, and everything to do with the copyright infringement of Meta AI.
Sam Altman, Zuckerberg etc. all need a magic presidential wand to make obvious theft charges go away. Probably even Google too, if there’s precedent.
First he came for big tech, and I did not speak up because they’re dorks. Then he came for the auto industry, I did not speak up because I was not an auto exec. Then he came for carried interest, and there was was no one left to speak up…
