Appreciate you very much @ScottAdamsSays
People will memory hole how costly it was to communicate in the era of shadow banning and cancel culture, but it should be known to everyone that Scott was one of the early standard bearers in that era for free speech and freedom of thought and paid a huge price to say what he thought.
Scott Adams: @theallinpod is the most useful podcast in the world, by far.
@ScottAdamsSays "Because you're getting four of the smartest, plugged-in, high-talent-stack people who know how to communicate really well and get into the cool topics.
You can't beat them for being useful. They're top of the list right there."
The All-In Podcast is @chamath, @Jason, @DavidSacks, and @friedberg
I am deeply honored, humbled, and will have big shoes to fill. @roelofbotha changed my life.
He believed in me, brought me to Sequoia, and taught me how to grow from a builder into an investor.
He’s demanding and deeply caring — the rare kind of friend, mentor, partner who pushes you and stands with you through every storm.
TL have a question: How are y'all shopping for gifts these days for folks you may not know too much about? What has helped you figure what they may genuinely enjoy?
I will block you if you mention you do gift cards or candles
Nvidia announcements today:
- Eli Lilly partnership
- Palantir partnership
- Hyundai partnership
- Samsung partnership
- $1 billion investment in Nokia
- Uber partnership to build 100,000 robotaxi fleet
- $500 billion in expected revenue over through 2026
- New system connecting quantum computers to its AI chips
- Department of Energy partnership to build 7 new supercomputers
Did we miss anything?
It's easier to innovate when you're the original of something. People copying you can only copy a snapshot of your current state. They don't know which aspects of the snapshot are essential and which are random things you'd been about to change anyway.
In the era of ChatGPT-based long ass replies, the real value is cutting through noise — delivering more meaning with fewer words.
A true metric people are measured against in an insanely great consumer marketplace I know of.
This paper shows that you can predict actual purchase intent (90% accuracy) by asking an LLM to impersonate a customer with a demographic profile, giving it a product & having it give its impressions, which another AI rates.
No fine-tuning or training & beats classic ML methods.
One of the most fun parts of OpenAI is watching people here level up so fast and do such excellent work.
We are operating at a high level across many different disciplines and many of the people doing it have never done it before, and joined us at the beginning of their career.
If you believe in people and give them a lot of responsibility and support (and pick the right people to bet on) you will be surprised on the upside more often than you think.
I would love to see more companies operate this way and think we would all benefit.
(This was also one of the most fun parts of startup investing.)
ML academia folks on my TL
what's the adoption of agentic coding tools like claude code or codex at your labs like?
do folks use it to implement/recreate research papers?
When Reed asked me to step down as CEO, it was tough but likely one of the best decisions. I loved the chaos of building from scratch, but Reed thrived on structure and discipline.
I’ll never forget him opening his laptop and saying: “Marc, I’ve been thinking a lot about the future. And I’m worried. … I’m worried about us. Actually, I’m worried about you. About your judgment.” Hearing that stung.
Handing over the reins hurt my ego (for a moment), but it saved the company. If I’d held on, Netflix might never have grown past those early years.
What if we run the tap while brushing not from carelessness, but from an evolutionary craving for the sound of flowing water?
What if only the sound played, not the water—until we really need it?
so let me get this right:
Oracle says Openai committed $300B for cloud compute → oracle stock jumps 36% (best day since 1992)
Oracle runs on Nvidia GPUs → has to buy billions in chips from Nvidia
Nvidia just announced they're investing $100B into openai
Openai uses that money to... pay oracle... who pays Nvidia... who invests in Openai
From 5 failed weather balloons to being on CNN.
From selling slime in 2 stores to raising at a $100K valuation.
From meeting Sam Altman in his office to building an AI agent that could change the world.
I’m 13 years old - here’s my story.