My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of the foundational model providers. App functionality will be added to the foundational models' offerings, because the big players aren't slow incumbents (it is wrong to apply the analogy of "fast startup, slow incumbent" here), they are just big. Far more so than with any other prior new technology, there is a massive and fast-moving wave that obsoletes every new app almost as fast as it can be invented. There is almost no time to build a company and scale it. There are two ways AI application startup founders can make money: - Make a flash-in-the-pan app that generates a ton of cash and bank the cash (my estimate is that you have about 12-18 months cashflow generation) - Make a good enough app that you get acquired by one of the big players for sufficient equity The situation is highly unstable - we don't know if it's going to crash or go to the moon but both scenarios make it very unlikely that any AI application startup will independently become a generational supercompany (baseline odds are low to begin with). The best odds are finding an application niche in a highly specialized field with extremely unique and specific data barriers, ideally ones relating to real atoms (hardware or world-related) data and not software/finance.

For Elon Musk, the goal was never money but accomplishing groundbreaking achievements for humanity that were once deemed impossible

One of this year's best Halloween costumes [🎃 utahstories]

“A hero can be anyone. Even a man doing something as simple and reassuring as putting a coat around a young boy’s shoulders to let him know the world hadn’t ended.”

Man released from prison after 43 years for crime he didn't commit—now ICE is immediately deporting him. He was a legal permanent resident before his arrest & wrongful conviction—living in U.S. since 9 months old. Subu Vedam is the longest serving exonerated prisoner in history of Pennsylvania. His attorney argues that the immigration removal order should also be vacated—as it only exists because of his original overturned murder conviction. He is currently detained at the Moshannon Valley Processing Center near Philipsburg. #DemsUnited

Indian-origin Subramanyam 'Subu' Vedam lost four decades, wrongfully imprisoned for a crime he did not commit, and the system still won’t let him go. His family has asked for a stay on his deportation, and the government has until October 24 to respond. #SubuVedam #ICE #UnitedStates #WrongfullyJailed #IndiansinUS #IndianAmerican #DonaldTrump

Man, Wrongfully Jailed For 43 Years. Subramanyam "Subu" Vedam, an Indian-origin man who immigrated to the US from India as a 9 month old baby in 1968, was wrongfully convicted of murder in 1982 and spent over 43 years in prison before being released on Oct. 3, 2025.

But 𝕏 and Starlink didn’t skip a beat

Peace cannot be kept by force; it can only be achieved by understanding Albert Einstein

Gold!

🎬 Fun fact: Brad Pitt originally wanted to play a Cockney character, but his British accent wasn’t convincing. So Ritchie changed the role to an Irish Traveller to make use of Pitt’s quirky, hard-to-understand speech style

Have you ever wondered how Elon was in the early 2000s

Starship Flight 11 about to liftoff!

🚨Neuralink Breakthrough- “It’s Physically Possible to Restore Full Body Functionality” — Elon Musk

@grok how do we film to achieve this effect?

Giorgia Meloni looks like someone who’s officially had enough of your shit.

Giorgia Meloni through the years 🇮🇹

Judges, DAs, lawmakers and NGOs who push murderous thugs on the innocent public need to be held accountable for their actions

😂

“This Army soldier was on my delayed flight home yesterday to MS. He had to watch the birth of his daughter on FaceTime. He was crying and our hearts were breaking. We all gave him space. When we heard the baby cry, we all rejoiced for him. I wanted to share this because I never want us to forget about our soldiers who serve us everyday and the sacrifices they make.” Credit: Tracy Dover