apparently @Muse now at 10.2M US downloads in 40 days per @SensorTower via @TechCrunch (10.9M incl. CAN) --> only the 12th app ever to do that - last one was Threads in ‘23 > DAUs hit 2.5M on Oct 16, up 15% WoW (was 1M+ as of 3 wks ago) > 30% D7 / 23% D14 retention (vs. 19% / 16% avg for ChatGPT, Claude + Grok) > ChatGPT had 3.7M US downloads in its first 40 days, Grok 500K, Claude 200K > #1 on the App Store every day but one since launch a lot of this is bought --> Meta put 39% of its total ad spend behind Muse in Oct (up from 23% in Sept) techcrunch.com/2026/10/20/me…

Interesting that OpenAI still uses Qualtrics for surveys Its a bad implementation too, popped up in chat after I asked a question (interrupting flow) then took me to a random-looking website.

Trevor Milton’s pardon by Trump is a stain on our nation. Anyone ordering this plane deserves the vaporware they will get.

Y Combinator was a category on Jeopardy! last week.

Din Tai Fung is the only restaurant in Vegas that’s as good as its locations elsewhere.

Also we now have a good amt of data from biz banking platform funding rounds this yr re: how they are valued! A few obs: > don't forget @tryramp is actually an AI lab (hence the val premium) > @mercury seems like best value on the board at 8x given 4 yrs of profitability, most customers, + furthest ahead in the charter race (expect bank to be live next yr) > based on rev per customer, seems like @slashapp + @FlexSuperApp having success going after high-spend customers > @meow just raised a $31.6M series B led by @Stifel but couldn’t find any data points on the scale of the biz other than the fact that it’s been profitable since ‘24 exit math check: @CapitalOne paid ~7.5x for @brexHQ ($5.15B on ~$700M rev growing 40% YoY)

Pretty amazing to see @mercury’s 9yr journey to $1B run-rate Worth noting: > Growth looks like it’s re-accelerating at scale - went from $500M in ‘24 rev to a $650M run-rate in Sep ‘25, and is now growing ~50% YoY > Rev per customer dipped which makes sense as new customers skewed SMB + rates came down > Customer growth keeps accelerating: +40% in ‘24, +50% in ‘25, then 300K to 450K+ in under 10 mos Many of the estimates in the table def aren’t perfectly accurate but should be directionally solid

This is amazing. In case you weren’t aware, onion futures trading has been banned in the US since 1958. In the 50s, two traders cornered the onion market, then dumped their supply to crash prices while betting against them. Onion prices fell 96%, devastating farmers, so congress responded by banning onion futures trading, and the ban remains in place today. I actually bought an onion future in a yellow onion a couple of months ago via the San Francisco Onion Futures Company and look forward to my delivery next month onionfutures.com/

Vague but intriguing re Westfield mall in SF “Our client is interested, in partnership with a known AI Lab, in developing the mall property… into an AI-controlled living space,” the planned facility’s “proprietary AI design can utilize resources, such as dedicating water to a rooftop garden. This would then be donated to a nonprofit focusing on food insecurity for use in transient shelters.”

another massive round in agent land + this one sure to be the talk of the ... town @TownAI raised a $108M Series B co-led by @ForerunnerVC & @MenloVentures at a $1B val Town gives everyone on a team a personal AI assistant ("Townie") that connects to their email, docs + calendar, learns how they work, + can now coordinate + hand off work directly w/ other Townies Some stats on the biz: - Hit 7 figures of ARR within weeks of its June launch - Paying customers up 4x since July - Paying teams up 9x since July we've been using it at @btv_vc + loving it --> my fave moment so far: it found redundancies across my skills & routines and recommended ways to consolidate them, which means fewer credits & less spend $181M total raised now Congrats @jgreze + team! town.com/operate-at-the-spee…

Far Left 🫱🏾‍🫲🏼 Far Right “You moved here for work? This isn’t your neighborhood.” Vs “You moved here for work? This isn’t your country.” Horseshoe theory strikes again

Larry David is one of America’s unlikeliest icons, and one of history’s purest founders. In our latest profile, Correspondent-at-Large @blakejharrisNYC—who spent six years talking to Larry for his new book—explains what makes Larry so special, and why it took him so long to break through. Larry was a mediocre student with a middling social life. His first two jobs—selling bras and driving cabs—ended quickly. At 25, he called his mother from a hotel room: “Ma, nothing good is ever gonna happen to me.” She urged him to become a mailman. Soon after, he found what he thought would be his calling: stand-up comedy. His material was funny, but he rarely finished a set. If somebody in the audience looked at their watch, or didn’t laugh when he thought they should, Larry stormed off. 14 years later, aged 39, he got a break. He was asked to write his first sitcom script for a big new Showtime series. Only an eighth of what he wrote survived the edit, but the episode was still his. He was broke, and the writing credit could have sparked his career. But Larry refused to put his name on it. Even with Seinfeld, Larry nearly hit self-destruct. The pilot performed worse than almost any other show NBC had ever tested. Still, the network ordered four episodes, one of the smallest orders in TV history. Larry barely made it through them. When the studio installed a showrunner to oversee the scripts, Larry endured the man’s notes, then said “NO. I’m not doing one thing,” and walked out. In the summer of 1991, with the show finally starting to work, NBC wanted Jerry and Elaine to get married and have a baby. Larry quit in the parking lot and wished everyone good luck. Jerry stood with Larry, and NBC caved. Larry’s friend and comedian Bill Scheft put it this way: “He doesn’t [act this way now] because he has fuck-you money. It’s the opposite. He has the fuck-you money because he’s always acted this way.” Read the full profile by Blake, author of Emperor of Nothing: The Making of Larry David. colossus.com/article/many-fa…

$10.5B donation assuming today’s stock price and 70M kids Very smart PR move imo

I always think of Mitch Hedberg

Elon says he's going to directly give the public shares (I assume in TeslaSpaceXAI)