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40–50% will give an agent power of attorney by 2030, says Khosla Ventures' founder
7 predictions: why he says trust and not data is the only durable moat, where a personal agent actually has to live, and the one company he says starts…
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Amazon blocks Muse, Meta up 27%, ByteDance stops open-sourcing — TBPN
10 takeaways: why China's best video model is the one it will not release, the $76B ad business behind Amazon's block, and the agent that misspelled a…
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We stopped talking to investors and bought $6B of our own stock, says AppLovin's CEO
11 lessons: Why he calls advertising machine learning 1.0, what the buyback did to the share count, and why he thinks agents will not do your shopping…
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Snap's ad ceiling was its camera and its under-18 audience — Snap's first PM
14 lessons: Why he says the median product manager is net negative, how Discord grew fastest by chasing users it already had, and what OpenAI is getting…
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"We certainly have exuberance. The question is whether it's irrational": Howard Marks
8 arguments: Why he will not call AI a bubble, what he wants a government task force to study, and the one thing he says Oaktree has not handed to a…
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Getting attention is easy now, getting people to stick is the hard part — a16z partner
18 insights: Why he hasn't Googled in ages, the one question he asks anyone who adopts a new app, and why Siri only gets so many chances to try one more…
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AI labs' alignment means an AI that won't kill 100% of humanity, says an astrophysicist
12 insights: The 600K-word Harry Potter fan fiction that recruited a movement, how Peter Thiel's money reached both DeepMind and OpenAI, and the test…
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"That's not a viable product": Buy Hold Rant on the AI safety fight
15 calls: Why a slowdown in frontier models would not cut memory demand, the $100B one host credits to Meta's free assistant, and the case against…
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Where's Your Ed At writer: 11 AI insiders want a slowdown, none has said what it means
8 arguments: Why he calls the rationalist wing a religious cult, what Anthropic's 80% gross margin leaves out, and the crime he says the Hugging Face…
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"The only guarantee we can get is that they are not safe": UC Berkeley professor on AI
5 insights: Why he says the large language model was the wrong technology path, what Boeing's bypass of safety certification cost, and the behavioral…
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"None of us like the product": Lightfield CEO on pivoting away from 25M users
15 lessons: Why he walked away from a 25M-user product, the office space he traded for 10 customers, and the pricing experiment nobody would touch
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Virginia senator: data centers should lose bonus depreciation until they meet standards
7 arguments: What he wants around energy, water and setbacks, why he says Chinese open models cost 10% and deliver 90%, and what Loudoun County actually…
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