Love Sports, Travel, Technology and the pursuit of excellence.
New York, USA
Joined April 2008
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Happy to see Commissioner Adam Silver banned Donald Sterling for life. No room for intolerance like that
Karl retweeted
SpaceX just acquired Cursor for $60B
> be Cursor
> 4 MIT students start a side project in 2022
> build the AI coding tool developers love
> hit a $10B valuation
> decide copilots aren’t enough
> move into models
> need massive compute to compete with OpenAI, Anthropic & Google
> meanwhile xAI is losing the coding race
> realizes catching up could take years
> skips the line
> buys Cursor for $60B
> Cursor gets compute
> xAI gets the coding leader
> founders become multi-billionaires
Karl retweeted
The Toronto Blue Jays are in a playoff spot and 1 game below .500 with essentially an entire rotation on the IL, Addison Barger only having 22 ABs, their All Star Catcher out for 6+ weeks, and a player who openly played with vertigo for 3 weeks 😭😭
This is a good baseball team.
Fascinating piece from @jack & @roelof: AI isn't just a productivity tool. It can replace what corporate hierarchy actually does (routing information). Block is rebuilding around an "intelligence layer" instead of management layers. Two thousand years of org design, disrupted.sequoiacap.com/article/from-…
Big move from Anthropic today: Project Glasswing.
A frontier model too dangerous to release publicly, handed to a coalition including AWS, Apple, Google, Microsoft, CrowdStrike, Palo Alto and JPMC to find and patch zero-days in critical software before adversaries do.
Frontier models have crossed a threshold where finding novel vulnerabilities in mature codebases is now cheaper for the model than for the humans who wrote the code.
anthropic.com/glasswing
Karl retweeted
Citadel Securities published this graph showing a strange phenomenon.
Job postings for software engineers are actually seeing a massive spike.
Classic example of the Jevons paradox. When AI makes coding cheaper, companies actually may need a lot more software engineers, not fewer.
When software is cheaper to build, companies naturally want to build a lot more of it. Businesses are now putting software into industries and tools where it was simply too expensive before.
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Chart from
citadelsecurities .com/news-and-insights/2026-global-intelligence-crisis/
Been in enough enterprise AI deals to know the pilot is never the hard part. The hard part is when someone asks "can we run this against real data" and everyone goes quiet. Only 5% of companies are actually scaling AI. The bottleneck isn't models, it's data readiness.
bluelabellabs.com/blog/from-… via @wpvkp
Platform engineering used to mean maintaining platforms like Ansible, Rundeck, Jenkins — permissions and automations across dozens of tools.
Now it's curating a marketplace of purpose-built AI agents. Same discipline, entirely new surface area... more disruption. #Claude
claude.com/blog/cowork-plugi…
Karl retweeted
Third period about to begin
1-1
Incredible atmosphere...fans in building energized beyond belief...so tense.
What we all sign up for. Enjoy the third -- if you can
Karl retweeted
Am told the chances Crosby plays in the Gold medal game are in the 70% range. Seeing how he responds to his skate today and figuring out what his limitations might be are all part of the process tonight and tomorrow.
2026 is set to be the "Breakout Year" for AI. According to Goldman Sachs CIO Marco Argenti, we’re moving past the "Chatbot" era into something much bigger.
The 3 biggest shifts to watch: 1️⃣ Personal Agents (The end of manual app-switching) 2️⃣ Mega-alliances (AI scale reaching "Aerospace" levels) 3️⃣ The Gigawatt Ceiling (Power, not money, is the new limit)
goldmansachs.com/insights/ar…
Marc Andreessen: This is the most important era in tech history (here’s ... youtu.be/87Pm0SGTtN8?si=y7vO… via @YouTube
Can Coffee Really Boost Your Mood? nytimes.com/2026/01/27/well/…
Karl retweeted
They call it getting “Claude-pilled.”
It’s the moment software engineers, executives and investors turn their work over to Anthropic’s Claude AI—and then witness a thinking machine of shocking capability, even in an age awash in powerful AI tools. on.wsj.com/4k2CU9E
