Chamath Palihapitiya

Agreed! This is what Software Factory helps enable - it organizes and creates the artifacts that guide all downstream productivity. Increasingly we are finding that large enterprises want a control plane that organizes the tribal knowledge while also providing governance, safety and control. This seems to be accelerating as the models asymptote on quality. Try it here: https://t.co/fkfTXgdfXK

All Categories - 12th in the country after posting a day ago… 🫡 https://t.co/rLisRyNFP1

Incredibly interesting take from @bgurley

Pod!!!! Absolute banger with @bgurley

Very amazing email to get: “Hi JCal, Chamath, 55 days ago you two had a 4 minute conversation about EAs and Athena. Since then we have: closed $29M in new revenue 🤯 seen a -53% decrease in blended CaC, placed 683 Athena executive partners ❤️ 683 new jobs!!” If you are looking for an EA, try Athena - they are excellent, only cost $3k/mo and you are helping some amazing people around the world upgrade their quality of life. https://t.co/WYgRR4aLBP

This is awesome. I’ve worked with Sue for more than a decade now. She started Brilliant - a learning site for advanced learning - which has now taken all of that decade-long training data and created a helper to make your kids smarter. It doesn’t matter their level, this adapts to them and brings them along. Please consider trying it.

A controversial but rational tax policy would index taxes directly to the proportion each of labor and capital actually makes in relation to each other. As one cohort “over earns” their taxes should naturally go up while the other’s should naturally go down. Specifically today, this would mean lower personal taxes and higher corporate taxes. But instead we have the opposite!

In a nutshell: “ Do we let the fox into the henhouse or not?” As the frontier models continue to converge and asymptote, it will be increasingly valuable for enterprises to govern which models get used and in which ways and prevent lock-in. Software Factory enables this for large teams and organizations. Try it here: https://t.co/fkfTXgdfXK

Yup.

If this is happening at a company as sophisticated as Amazon, it’s happening in many other places which then begs the question “What is the true run-rate revenue, ex-waste, at the frontier labs?”

Truer words have never been ushered…

This is increasingly true of the frontier models across a variety of evals. Has anyone provided a good answer as to why? “There is no single best model At the top of the leaderboard, Opus 4.7, GPT-5.5, and Sonnet 4.6 appear almost indistinguishable, separated by less than 0.3 percentage points overall. Read superficially, the result suggests convergence: three frontier systems reaching roughly the same level of capability.”

The next few weeks are jammed with upgrades to Software Factory. This week’s big news is the launch of a unified agent that operates persistently across all modules. Multi-repo indexing lands next week! Please give it a try: https://t.co/UAxNYUWgf0

This is what your SDLC looks like today: requirements in one doc, architecture in someone's head, code in Cursor, docs gone stale. Watch Software Factory connect the chain so the spec and the shipped code stop drifting apart.

Dave Ricks is on 🔥

Product Pressure

You may have heard the old adage that pressure turns coal into diamonds. It is a great line, but it isn't true. Coal does not become diamond. Diamonds form from pure carbon under immense heat and pressure that coal never experiences. But the instinct behind the myth is quite useful. Apply enough pressure to the right material and you get something extraordinary from it that you wouldn't get otherwise. In company building, that idea is much more than a metaphor. Product pressure is what I believe separates an average company from the next trillion-dollar one. Unfortunately, most teams wait for pressure to find them. A competitor ships somet…

What?!?!?!

🤔

See you tomorrow @UWaterloo

In 2026, residents of every major city should understand this simple truth: Crime and squalor are choices. Policies exist that can both be compassionate but put the rights and quality of life of the tax paying and law abiding above everything and everyone else. It’s not as crazy as it sounds.

Elect this man!!!

Pod!!!!

Microsoft pulling Claude is the first, but not the last. The issue isn't that the tool isn't useful. The issue is that without context and oversight, the tool can spin forever and generates an enormous cost burden that, when cascaded across an entire employee population, makes using the tool economically untenable. 8090's Software Factory is the control plane that is becoming increasingly used by Enterprises to get the job done but do it in a smart and scaleable way.

Spencer Pratt makes a compelling case.

wow

Pharma companies are all about life saving drugs. But from the perspective of software, pharmaceutical companies manage and author a series of documents of ever-increasing complexity, accuracy and criticality. Viewed in this way, the operating system for the pharma industry can be reimagined as a content management platform that helps scientists and pharma execs manage pre clinical, clinical and post clinical development of drugs and their go to market. We are building this exact suite for a multi billion dollar pharma company. The result is more money spent on lifesaving drug R&D and a more streamlined interface with regulators because th…

this is a simple, elegant and very effective idea. take the taxes of the bottom 50% to zero.

“Make no mistakes…” was the prompt that fathered tokenmaxxing.

With the 30y peaking and the little nugget below, what could go wrong??

OH: “This is like LeBron James joining Michael Jordan and the Bulls.” Every other Frontier Lab: “Shit…”