Last night @human_ventures, @iconnections_io, and @EniacVC co-hosted 80+ family offices overlooking Union Square NYC, and it reminded me how much this kind of room is missing. For years, we've poured energy into building founder community. Dinners, podcasts, intros, late-night texts. We know how much founders gain from being connected to each other. But LPs? They're often doing this alone. Family offices are being asked to make sense of AI, shifting fund dynamics, and a very different venture landscape, usually without a real peer network to compare notes with. LPs need connectivity to each other now more than ever. So we built the room. The conversations were candid, generous, and long overdue. Huge props to @HeatherHartnett at Human Ventures and Kaitlin Malin at iConnections for bringing everyone together. 🙏🏾 More of these to come.

incredible things happening at the Actor x Pi hackathon this past weekend. 50 competitors, a collection of life sized and mini embodiments, and 36 hours to make them autonomous. Needless to say the (autonomous) future is very bright! some of my fav projects ⬇️

For a decade big VC funds sold founders on platform: all the support that would give them an unfair advantage. You don't hear much about platform anymore. Now the pitch is we'll pile on more cash so you can buy the market. Cash is the new platform

We're operating in an environment that rewards opportunism over focus and optionality over discipline. Hard to say how long this lasts, but that's the playing field right now.

This is really big for Miami tech which in my experience is held back by a lack of top tier technical talent

Running four AI assistants in parallel: Muse, Instinct, Hermes and Zo Computer. Two are free, two run on Claude Code/Codex subscriptions I already pay for. I've become a rich guy in India who hires three people for every job.

Just do things; @mikepat711 showing us the way

Every time I run a huge token-burning task on Muse or Instinct I think about 2021, when I'd order a banana for subsidized 15-minute delivery. Enjoy it while it lasts.

The first 9 months of this year felt like what I imagine the Homebrew era was like, but for personal assistants. People like me spent tons of time hacking together solutions built on OpenClaw or Hermes. The last month has felt like it must have when the Mac launched. Now everyone just gets all of that out of the box in an easy-to-use interface.

Every VC I’ve asked in SF this week how they're approaching this environment has answered with some version of 🤷‍♂️

There seems to be a weird dynamic right now where founders go out to raise rounds as big as the “best companies” raised, because if they didn't, it would signal they’re not one of the best companies.

Lovable is acquiring Sutro! It's been a fantastic experience working with Tomas since leading their pre-seed round. Excited to see the value of what they built recognized by Lovable and that they will now be an integral part of how things get built going forward!

Having invested in early stage startups for 16 years, one thing I've seen up close is that the industry tends to be cyclical but people tend to act in each cycle like it's the new norm. It's a decent chance this time is different, but we should recognize that would be a first.

happy big birthday to a gentleman and a scholar, a friend and a father, a husband and a great partner, and still an up and coming DJ... @Hadley

This is likely driven by a combination of: 1. Rogue agent swarms (see OpenAI x Hugging Face) 2. Recursive self-improvement outpacing alignment 3. Writing the rules before regulators do

I agree with Dario that we need to pace the frontier. This has been a primary topic of discussions we've had at OpenAI in recent weeks. Committing to having independent evaluators with employee-like access is a great idea, and we will do the same. We'll have more to share soon.

We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so. Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training. You can read the full post here: darioamodei.com/post/we-must…

I tried outsourcing my fantasy football draft to AI and it did terribly. Sorry, Jensen, not at AGI yet!

My simple philosophy for hiring: hire tenacious, high-slope, high-agency people and give them the space and support to succeed.

First day of school is such a special day for many reasons and the fact my boys are finally going to the same school just made life much simpler!