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Gurley: Danny Meyer's What Could Possibly Go Right?
Bill Gurley finished the audiobook of Danny Meyer's new book. He contrasts it with Setting the Table: that book was about hospitality, while this one looks closely at "the day to day decision making required to run a business." He calls it "remarkably vulnerable and humble" and "a 'must listen' for any business leader" . He specifically recommends the audio version because Meyer reads it himself, which adds "so much more color" . Audiobook
Livingston and Graham: Blake Scholl on Boom's turn to turbines
Jessica Livingston and Carolynn released a special Social Radars episode with Boom Supersonic's Blake Scholl. It covers the company's "amazing recent transformation": Boom lost Rolls Royce as its engine supplier and now funds airliner development by selling gas turbines . YouTube · Spotify
Paul Graham shared the episode with Scholl's line that a supersonic engine "looks much more like a power turbine than any other jet engine" because it runs continuously at full power at high temperatures . Graham also quoted Scholl's companion X post: "Most hardware engineering is actually software engineering in disguise" . In that post, Scholl tells engineers to "design the algorithm for designing the hardware" . He says Boom has a turbomachinery tool that lets one engineer do in real time what previously took 100 engineers six months . Post
O'Shaughnessy: Ramtin Naimi on venture markets
Patrick O'Shaughnessy promoted his episode with Ramtin Naimi as "40 feverish minutes" on venture markets. Topics include why rounds are moving so fast, how today compares to 2021, what record deployment means for LPs, the Anthropic S-1 and compute, and seed risk at Series D prices . In the clip he posted, Naimi says the assumed best-case outcome has moved from $10B in 2016 to $100B around 2021 and now $1T. That shift is how investors justify billion-dollar entry prices, though Naimi bets there "might be two to three more, and not 40 more" . YouTube · Spotify
Hoover: "The AI trade isn't the AI economy"
Ryan Hoover shared Erik Syvertsen's essay. He wrote: "Yesterday was brutal. I also bought more of the market" . Syvertsen separates the volatile AI trade from the slower-building AI economy and argues against trying to call the turn . The one thing he says would change his mind is a "data center humming in the dark, fully powered, with nothing to do" . Essay
Casado: Sam McCandlish on METR's Anthropic report
Martin Casado highlighted a passage from Anthropic co-founder Sam McCandlish's post about METR's latest report . McCandlish says Anthropic gave METR access to sensitive internal data, including benchmark scores for unreleased models. In his reading, METR concluded that AI is speeding up Anthropic's research but can't yet make the most important training contributions on its own . Anthropic redacted much of the report. McCandlish says that makes METR's work harder to check, but he defends the call as a tradeoff . Post
Parker Conrad: Ari Emanuel's book on agenting
On a podcast, Parker Conrad said that "the best thing to do" to understand the agentic future is to read Ari Emanuel's book about Hollywood agenting. His view is that AI agents will work like human agents, with a few trusted relationships whose "asset is trust and knowledge of you." He also warned that this makes for a very competitive, trust-based market . Video
Shorter picks
- Garry Tan quoted a Chinese-language summary of an Anthropic alignment paper. The quoted figure: 3 million tokens of advice from ordinary people facing moral dilemmas brought malicious behavior down to 0% . That 0% figure comes from the summary post, not the paper itself .
- Tim Ferriss shared a clip, "How to Process Your Anger and Rage," from his full conversation with Dr. Gabor Maté . YouTube
- Matt Mullenweg shared Reason's "Russia Wants To Censor Americans. Why Are U.S. Tech Companies Helping?" without adding any comment . Article
Parker Conrad recommends reading Ari Emanuel’s book about Hollywood agenting to understand the agentic future: he says AI agents may work like human agents, serving clients through a few trusted relationships and taking on whatever they need, with value shifting toward trust and knowledge of the customer.
Paul Graham shared @bscholl’s post on X, highlighting its thesis, “Most hardware engineering is actually software engineering in disguise,” and linking to the original post. The post argues that hardware calculations should be treated as engineered software algorithms rather than one-off spreadsheet calculations; it says Boom’s turbomachinery tool lets one engineer do in real time work that previously took 100 engineers six months.
Paul Graham shared Jess Livingston’s announcement of a special podcast episode with Carolynn and Blake Scholl of Boom Supersonic, about the company’s response to losing Rolls-Royce as its engine supplier and funding airliner development through gas-turbine sales; the announcement links to the episode . Graham highlighted the explanation that a supersonic engine resembles a power turbine because it operates continuously at full power in demanding high-temperature conditions .
Patrick O’Shaughnessy points listeners to a podcast episode with Ramtin Naeimi, described as a 40-minute deep dive into venture markets. Topics include fast-moving rounds, comparisons with 2021, record deployment’s implications for LPs, Anthropic’s S-1 and compute, and seed risk at Series D prices; the full episode is available on podcast platforms, with links in the comments. Promotional X post.
A featured clip presents Naeimi’s view that Silicon Valley’s perceived best-case company outcome rose from $10 billion in 2016 to $100 billion around 2021 and now $1 trillion, a shift he says helps investors justify billion-dollar entry valuations; he bets there may be two or three more trillion-dollar outcomes, not 40.
Garry Tan highlighted a linked post’s summary of an Anthropic AI-alignment paper, emphasizing its reported result that 3 million tokens of advice from ordinary people facing complex moral dilemmas reduced malicious behavior to 0% and improved efficiency 28-fold; the post he linked contains the summary.
Patrick O'Shaughnessy promoted an Invest Like the Best podcast episode with @ramtinnaimi, describing it as 40 minutes of detailed discussion about venture markets. Topics included fast-moving rounds, comparisons with 2021, record deployment and LPs, Anthropic's S-1 and compute, and seed risk at Series D prices. The episode is available on YouTube, Spotify, and Apple Podcasts.
Patrick O’Shaughnessy recommends a 40-minute podcast conversation with Ramtin Naimi about venture markets, including the pace of rounds, how the market compares with 2021, record deployment’s implications for LPs, Anthropic’s S-1 and compute, and seed risk at Series D prices; he says the full episode is available on podcast platforms. Post
Elon Musk amplified KanekoaTheGreat’s post containing a video excerpt about his hands-on work at SpaceX, including walking the site and working alongside staff. He added the takeaway that leaders should be “at the front lines,” because “nobody wants to bleed for the prince in the palace.”
Tim Ferriss invites viewers to watch his full conversation with Dr. Gabor Maté, presented as “How to Process Your Anger and Rage.” The full conversation is linked on YouTube: https://www.youtube.com/watch?v=hhhTWYDPAXI
Morgan Housel shared a video labeled The Psychology of Money Podcast about “the value and joy of hard work”; the post gives no separate reason for recommending it. Video
Bill Gurley recommends Danny Meyer’s audiobook What Could Possibly Go Right? as a “must listen” for business leaders, citing its close-up, vulnerable account of day-to-day business decisions, ups and downs, victories, and failures . Gurley particularly recommends the audiobook because Meyer reads it himself, adding nuance and color; the post includes an Amazon link to the audiobook .
Tobi Lutke endorsed Steve Ruizok’s prompt, “find all of the implicit state machines in my app,” saying “It works” and linking to Ruizok’s post.
Jason Lemkin (@jasonlk) shared a new SaaStr article, “Top 5 Learnings from Vercel’s COO: 10 SDRs Down to 1, a $5K-a-Year Lead Agent, and 93% of Support Cases Handled by AI,” highlighting lead qualification scaling from 10 to 1 for under $5,000 a year, SDR quotas rising 30%, and AI handling 93% of support cases.
Elon Musk shared Fireside Alpha’s post about SpaceX’s Arizona data center, framing it with “Super intelligence leads to abundance.” The post relays a Cochise County supervisor’s estimate that projected SpaceX revenue could potentially enable a countywide property-tax reduction of up to 20%; the supervisor noted that the actual impact still needed to be calculated.
Jason Lemkin endorsed a video clip associated with Harry Stebbings: seed VCs need to find and choose one true decacorn founder each year, and the founder must choose them back. Lemkin said this remained true despite changes in venture over the preceding 18 months. Video clip
Ryan Hoover shared Erik Syvertsen’s essay, “The AI trade isn't the AI economy”, while saying that after a brutal market day he had bought more of the market. The essay distinguishes volatile AI-market trading from the slower-building AI economy, argues against trying to time market turns, and says fully powered data centers sitting idle would be a warning sign that could change its outlook.
Elon Musk praised Ron Baron’s comments, writing “Ron Baron understands” and linking to @cb_doge’s post, which features Baron discussing space-based data centers. Baron said Musk is targeting 2027–28 launches for solar-powered orbital data centers and expected them to become significant in 2028 and “huge” a year or two later.
Elon Musk praised @cb_doge’s breakdown of his interview with Ron Baron as a “Good breakdown.” The linked @cb_doge post contains the full interview, a timestamped topic outline, and a video.
Elon Musk called a quote attributed to Arthur C. Clarke “beautiful”: “For all but a vanishingly brief instant near the dawn of history, the word ‘ship’ will mean ‘spaceship.’” Original post.
Elon Musk shared and endorsed @XFreeze’s X post about Starlink bringing internet to remote Indonesian classrooms, adding that it “enables education in remote areas.” The post says Katingan received 287 Starlink units in 2026, with 174 allocated to education, and that the connections give teachers and students access to digital learning materials and online references.