Founder of XN. Investor. Doer.
Who wants to build a hotel in San Francisco like 9 Orchard (NYC) or the Greenwich (NYC) or Casa Polanco (CDMX)? I would help and can pull some friends in too. SF deserves a better hotel.
In which I guest host for the NYT podcast and interview @dwarkesh_sp, Dwarkesh Patel, about San Francisco and the future of AI:
Opinion | Heās the Most Influential Podcaster in Silicon Valley. He Thinks Weāre Getting This Wrong.
Dwarkesh Patel on what the public doesnāt know about A.I.
www.nytimes.com
Awesome day at @AnthropicAI. Arenāt allowed to discuss most of what was said, but extremely impressive all around, and especially as you look under the hood. Seems innovation at the frontier and Jevonās paradox are alive and well.
We are going to have a lot of updates on the great stuff going on at Totei, but I wanted to share this visually gorgeous article on filming surfing. insane.
How Thomas Campbell Turned a Surf Movie into Avant-Garde Art
The director breaks down the psychedelic steez of Yi-Wo.
www.totei.com
Loving the redesign of @WorksInProgMag – a perfect companion for a rainy Sunday. @s8mb @AtalantaArdenM
Inspiring conversations with scientists using AI to crack hard problems in physics, chemistry and biology. The frontier is moving faster than most people realize.
Grateful to @pranamanam, @SheerPriya, Saul Perlmutter, Jacob Gardner and Andrew Zahrt for their time.
100% of my feed is Opus 5.5/ Muse/ Nathan Fielderās Doc about Elizabeth Holmes. Iām so happy.
Introducing Claude Opus 5.5, the first model in our new Claude 5.5 family.
It performs at the level of Claude Fable 5.1 for most tasks, and costs 40% less to run than Opus 5.
As an admirer of well written investment letters, Iām thrilled for this to come out.
Finally someone caught it š¤š¤
Every company should decide their own timeline for going public- but the transparency and rigor of public markets is a major advantage. Sunlight is the best disinfectant.
This was the natural progression of this narrative
The more OAI and Anthropic argue that commercial pressure can push AI companies to move too fast, the harder it is for either to go public.
Public markets just add more of that pressure: growth expectations, quarterly
Dario is right
9/11 is an incredibly solemn occasion for all Americans. As a lifelong New Yorker, I feel the tragedy deeply to this day. I now live near the Freedom tower and see it out my window every day. I am inspired by how far NYC has come. A few years ago @FreeAshFlow recommended