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Sweeney: a former App Review chief on Apple's account bans
Tim Sweeney shared Phillip Shoemaker's Substack post. He introduced it as the former Apple App Review chief's take on "Apple's recent banning of developer accounts with long histories of being in good standing." Sweeney used it to argue that "The App Store needs competition, worldwide!" Shoemaker says he ran App Review for seven years and wrote the guidelines. In his account, rule 3.2(f) "used to mean real fraud" but is now used against developers who did exactly what Apple approved. He describes a case where Apple approved a developer's fix and months later terminated the account, removing every app. He has made the post free so every developer can see it.
Khosla: four write-ups from the 2026 CEO Summit
Vinod Khosla shared highlights from the Khosla Ventures CEO Summit, where founders and CEOs talked about company building, AI and ambitious technology. These are his firm's own posts:
- Company Building 102: his updated lessons. Founders need "an irrational belief in their mission" and should be "obstinate about the vision and flexible about the tactics."
- Conviction, Consequence, Comeback: Travis Kalanick on hiring the person, not the résumé. Khosla's summary is that "Pedigree is a poor substitute for capability, adversity and alignment with the mission."
- BFFs, Boards, Financials, Fundraising: partners David Weiden and Keith Rabois on survival. "Cash is the fuel gauge."
- Hiring Top Engineering and Sales Talent: Dave Paffenholz on why founders must earn attention. "266 companies contacted one engineer. Three got a response."
Lemkin: a Reddit earnings call as a sign of where the internet is going
Jason Lemkin quoted @buccocapital's post. That post calls Reddit's call "absolutely fascinating" and says everyone should listen to it "as a bellwether for where the internet is going." Its argument is that Google's AI Mode gives people less reason to leave search. It calls this "a massive headwind" for media companies that aren't destinations and for content-driven go-to-market. Lemkin agreed that it's "a real issue for content providers." He said reading SaaStr content in Google AI Overviews is "probably better than reading SaaStr itself 9 times out of 10."
Chamath: the new All-In episode
Chamath Palihapitiya promoted the latest All-In episode ("Pod!!!!!!"). It covers Anthropic's S-1, "AI's Biggest Financial Risk," Google's $500B market-cap drop and midterm predictions. In the episode, one host called a recent Vox article "very interesting." He summarized its argument: if you separate Anthropic's rhetoric from what it does, Anthropic is "leading the charge on recursive self-improvement."
Masad: a whitepaper on sandboxing coding agents
Amjad Masad warned that "coding agents on employee or contractor laptops are a massive cyber and national security risk." He pointed to Replit's own whitepaper, Agent Habitat Architecture, on "how to properly sandbox agents to maximize productivity and reduce risk."
Shorter picks
- Elon Musk called Cleo Abram's Neuralink video a "Good video." Abram visited Neuralink's Austin headquarters, and the video shows the company's next-generation R1 surgical robot for the first time.
- Packy McCormick pointed Not Boring readers to a claymation explainer he made with Runway on a model refuting the Exponential Time Hypothesis. He said it explains the idea "well enough that I could actually understand it." He also told readers to read this X thread about AI agents performing brain surgery on a mouse.
- Bill Gurley: "If you don't know about DEFUSE, learn about DEFUSE." He linked @ECLOGITE110's post and called sitting on that knowledge "inexcusable."
- Bill Gates linked a Gates Notes piece that grew out of a conversation with Alzheimer's experts. His point is that "breakthroughs are moving faster than the system built to deliver them."
- Tobi Lütke reacted "🤯" to Qwenputer. According to its creator, Qwenputer is Qwen3.5-4B with a RISC-V CPU built into its weights, so it runs C and MicroPython with no external runtime. The creator says it scores 97.5–100% on DeepMind math problems.
David Sacks called a Vox article “very interesting,” praising its reported argument that Anthropic’s actions, more than its safety rhetoric, put it at the forefront of the push toward recursive self-improvement (RSI).
- Packy McCormick recommends his Runway-made claymation explainer on the Exponential Time Hypothesis, saying it made the concept understandable to him.
- He also tells readers to read @OcanaSantero’s headline and X thread about a robot and AI agent performing brain surgery on a mouse, emphasizing the AI-agent feat.
Khosla introduced the posts as highlights from the 2026 Khosla Ventures CEO Summit, where founders and CEOs shared lessons on company building, AI, and ambitious technology.
- Khosla shared Company Building 102 as his updated lessons from the summit: founders need irrational belief in their mission, should stay obstinate about the vision, and remain flexible about tactics.
- Khosla shared Conviction, Consequence, Comeback, presenting @travisk’s hiring advice: prioritize capability, adversity, and alignment with the mission over pedigree.
- Khosla shared BFFs, Boards, Financials, Fundraising, featuring David Weiden and @rabois on survival: cash is the fuel gauge, and a CEO who does not know how much remains is “flying blind.”
- Khosla shared Hiring Top Engineering and Sales Talent, presenting @davepaffenholz’s point that founders must earn candidates’ attention: 266 companies contacted one engineer and three got a response, so recruiting the best is not a volume game.
Jason Lemkin shared @buccocapital’s post, in which @buccocapital called a Reddit call “absolutely fascinating” and urged everyone to listen as a bellwether for where the internet is going . The post’s takeaways were that Google AI Mode keeps users engaged in search with less incentive to leave, creating headwinds for media and content-led go-to-market businesses . As related context, Jason said Google AI Overviews may make reading SaaStr content better than reading SaaStr itself “9 times out of 10,” and make follow-up questions easier .
Patrick O’Shaughnessy credits Jeremy Giffon’s “billion dollar PDF” idea as the origin of the “trillion dollar PDF” . He praises ideas that crystallize at the right moment, set an era’s narrative, and draw billions or trillions of dollars around them . The post includes a video .
Jason Lemkin shared a related YouTube video with @bhalligan, titled “Many great start-ups never get a single great M&A offer,” alongside his discussion of whether founders should accept a strong acquisition offer; he gave no explicit reason or takeaway for the video. Watch the video.
Bill Gates shared a link (https://gatesnot.es/4sAOGMI) connected to an Alzheimer’s issue he had been thinking about after a conversation with Alzheimer’s experts . In the accompanying post, he says breakthroughs are moving faster than the systems that deliver them, leaving many patients without their benefits, and calls fixing delivery the next frontier .
Tim Ferriss urges viewers to watch his full conversation with Dr. Keith Baar, titled “What Actually Builds Grip Strength — Dr. Keith Baar Explains”; watch the conversation on YouTube.
Bill Gurley recommends learning about DEFUSE, saying that sitting on knowledge of it was inexcusable . He points readers to an X post by @ECLOGITE110: https://x.com/eclogite110/status/2115693788853055615 .
@tobi shared @divagr1925’s post about Qwenputer with a “🤯” reaction; the post describes Qwenputer as Qwen3.5-4B with a RISC-V CPU inside its weights, running C and MicroPython in forward passes without an external runtime. The post reports DeepMind math results of 97.5–100% for Qwenputer, compared with 55–90% for the base model and 95–100% for the base model with a Python tool; Tobi gave no further rationale.
Jason Lemkin shared a new SaaStr article, The B2B Category the Markets “Hate” the Most Today: GTM, linking to the article. Its takeaway is that markets price GTM companies based on seats versus agents rather than current performance; it contrasts Braze at 3.7x with CrowdStrike at 42.6x despite similar growth.
Chamath Palihapitiya promoted an All-In Pod episode with “Pod!!!!!!,” linking to the @theallinpod post; he did not state a specific reason for recommending it. The episode agenda covers Anthropic’s S-1, AI financial risk, Google’s $500B market-cap drop, and midterm predictions.
Tobi Lütke shared Petrolicious’s film with the reaction “wow!” . The film covers his Le Mans debut in the #14 Shopify car and its hand-drawn livery, and was directed by Paolo Lekai . Watch the film .
Jason Lemkin shared a CRO Confidential video featuring Databricks CRO Rob Gabrisko and Sam Blond, CEO of MonacoGTM; its takeaway is that AI-enabled sales reps still need to be great storytellers, and humans must be trained to do this. YouTube video
Tim Sweeney shared @UnrealSensei’s video, “How to make games in Unreal Engine with AI.” His accompanying comment called the next 12 months of gaming and game development “insanely cool and empowering,” but did not give a video-specific reason for sharing it.
Jack called a Tidal album linked alongside Cordae (@cordae) “incredible” and shared the album link: https://tidal.com/album/552536330/u . He gave no further reason for the praise.
Garry Tan shared a GBrain Cloud setup guide from Claude Code, describing GBrain Cloud as the fastest way to get GBrain running across agents; he says GBrain lets users run their context on those agents.
Tim Sweeney amplified Phillip Shoemaker’s free Substack post, presenting it as a former Apple App Review chief’s account of Apple banning developers with long good-standing histories; Sweeney argued that the App Store needs competition worldwide. The linked post describes Apple approving a developer’s fix before later terminating the account, and urges developers to read and share the essay.
Tim Sweeney reacted “Wow!” to GhostUEP’s post about KUBO BEAT, a Fortnite rhythm game featuring seven original songs from an easy warm-up to 160 BPM; the post credits GhostUEP x @CobaltStudiosFN and links to the playable map.
Shaan Puri gave a strong general endorsement of TBPN’s Halloween episode (“THEY JUST DONT MISS”) and linked to TBPN’s post.
