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LinkedIn finds out about tech news a week after we all talk about it on 𝕏.
If our plan works, we could shorten that to as little as 5 days.
ALT TBPN profiled in the New York Times.
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We’re live with @jayleno right now:
Calm Down Markets, Trevor Milton Has A Plane to Sell You, Hugging Face Instadoc nitter.siddz.com/i/broadcasts/1AxRnZvQd…
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BREAKING: Just 17 months after profiling TBPN, @abebrown716 has been promoted to features editor at The Information
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.@WalterIsaacson says Steve Jobs would be appalled by agentic AI.
"[Steve Jobs] says the goal is to connect human creativity to the processing power of our machines."
"What we're doing now with agentic AI is where I worry."
"When I start using agents that try to do things without me and to be out of my control, Steve Jobs would be appalled by that."
"It doesn't connect human creativity to the product. It doesn't have the music that makes our hearts sing, as Steve said, with the iPod."
"These people aren't stepping back and saying, 'Why are we making this?' The answer should be to help humanity."
"That was Steve's lodestar."
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John Coogan retweeted
At the Alexandria, Louisiana airport, they already have the Christmas tree up
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John Coogan retweeted
we made another commercial with tony hawk and bam margera. things are escalating
team is filming part iv live at the nyse tomorrow
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John Coogan retweeted
Today, Ramp raised $1.85B at a $60B valuation.
Seven years ago, Karim and I wrote our mission on a Post-it: “Save companies time and money.”
Our mission hasn't changed. It’s just gotten bigger.
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Erewhon could have your product on its shelves in two weeks.
Kabir Jain, chief growth officer at the Los Angeles luxury grocery chain, explains how they operate faster than traditional supermarkets:
“We’re reviewing products every Thursday in the office, and we’re reviewing categories on the go.”
He compares their speed with stores like Whole Foods or Sprouts, which typically operate on six-month review cycles.
And once Erewhon decides to stock a product, they can handle distribution themselves or use a distributor they already work with.
"It allows the brands to get on shelf really quickly."
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There might not be a better person on Earth to explain how AI could change football analytics than @JohnCUrschel, former NFL player and MIT math professor.
He explains football currently has player-tracking data, but it's a mess.
He believes AI will help make sense of it.
"You’ve got 22 guys on a field, and it’s just complete chaos from a data, statistical point of view."
“Even a couple years ago, it was not easy to take player-tracking data and actually recognize what play just happened.”
“Was the defense in Cover 2? Were they in Cover 3? What run play did the offense do? What was the passing scheme?”
“And so I think there’s a huge potential for AI to help.”
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"You either die getting to the frontier, or you live long enough to serve inference."
Air Street Capital GP @nathanbenaich on the neolab to neocloud pivot:
"Companies that have tried to build frontier models and failed have eventually pivoted towards building huge data center businesses to serve Chinese models."
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John Coogan retweeted
Check out the Arena Alignment Index: arena.ai/leaderboard/agent/a…
Thanks for having me @johncoogan @jordihays
Arena's @ml_angelopoulos says one of the hardest problems in alignment is that users often can't tell when the model is helping them or hurting them.
"You really need alignment signals that are independent. We have three at Arena."
"The first is that models take unauthorized actions, which means that you permission them in a certain way, but they break those permissions."
"It can cause things like the Hugging Face incident. But it can also cause very mundane problems like losing important information within your company or on your own laptop."
"The second signal is called deceptive completion."
"The model will tell you that it did something, but it didn't actually do it."
"Third is false attribution. It'll attribute intent to the user when that intent was not supposed to be there."
"If models are able to do this, then certainly they're not perfectly safe for a user and they're not perfectly aligned to user intent. They might actually hurt people down the line."
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Rockefeller Capital Management CEO Greg Fleming is wary of managers who’ve put up great results but only lived through one cycle:
“Anybody who got into SpaceX early, that’s kind of the vision they have for every private investment: ‘Am I going to be up 30, 40, 50 times?’”
“This is not something that recurs on a regular basis.”
“We think these people have done well, but they’ve really only seen one cycle. So we want to be careful there.”
“The underlying driver is real. But there will be winners and losers.”
“Let’s look for managers that have actually seen something go wrong, because things go right and they go wrong.”
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It’s October 6, which means there are only 79 days until Christmas.
So here’s our full interview with Rick Dungey, executive director of the National Christmas Tree Association:
1:50 - How the Christmas tree industry works
3:45 - The economics of growing a crop that takes 6-8 years to yield
7:15 - How a Christmas tree gets selected for the White House
10:25 - When should you actually buy your Christmas tree?
12:20 - How to keep your tree alive
13:45 - The fight against tariffs and imported fake trees from China
15:40 - Trees for Troops
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John Coogan retweeted
Why I think it is a GREAT time to be in ecommerce:
- new platform shift
legacy to agentic
anytime there is a platform shift (retail to online, online to amazon) there is the chance for new brands to make it
- meta on the offensive
when meta ships, we win
reels was the biggest boon to my business since stories
totally undid all the damage of ios14
now they have another breakout app, but this time it has credit cards and purchase data
and it is 100% theirs
golden era of digital ads coming
- new SEO, but this time, tied to spend
LLMs like things that are popular.
meta will like people who spend with them
established brands are going to have a leg up of they play their cards like
a brand with 10 million customers will just be more likely to be suggested, and if meta is taking a cut of sales (directly or indirectly) they will be sending people to the greatest hits
---
its a beautiful new day my friends.
show up and build something.
Ridge CEO @Seanfrank is bullish on Muse's impact on e-commerce:
“I think it’s a great time to be selling everywhere and as big as possible.”
“I do think Muse will end up having 200 million downloads or whatever. It’s going to be super used. And I think shopping is gonna be a huge use case.”
“What I’ve heard from people at Meta is that they’re not going to monetize it anytime soon. What they want to do is get people to make purchase conversions happen inside that app.”
“And all the data they lost over iOS 14, it’s just going to make your ads perform that much better.”
He also thinks big Meta advertisers could have a head start in agentic commerce, because their existing ad spend is already feeding Meta data about what converts:
“If you’re a big spender, you’ll get that data cycle started sooner.”
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BREAKING: Crowdstrike Racing and @George_Kurtz win the IMSA LMP2 Team and Driver’s Championship after a dominant IMSA Weathertech season
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John Coogan retweeted
Great speaking with @tbpn today from the White House lawn about this week’s launch of America.gov 🇺🇸
U.S. Chief Design Officer @jgebbia shares some pretty absurd numbers about how Americans currently deal with the federal government:
- 29,000 government websites
- 10 billion hours spent navigating federal paperwork
- 87 clicks to replace a Social Security card
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Anorak Ventures’ @gpcastle12 made his first-ever venture investment in Oculus' 2012 seed round, back when Silicon Valley thought everyone would be walking down the street with VR goggles in no time.
Since then, he thinks VR has become a victim of its own hype cycle:
“It’s taken a long while, a lot longer than I think we had all hoped."
“I think that you have this kind of situation where the hype has set expectations that have been very difficult to follow."
"Therefore you have this kind of disappointment that everybody feels about how everything’s transpired."
“There have been several points in the past where something has come out, be it the Quest 1, be it Gear VR...where people have been like, ‘This is it. This is when it’s all going to change.’"
“And it just hasn’t happened like that.”
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