keeping receipts @ykb_app (a16z sr005) | prev @AirrAudio, CS @harvard

great distillation of what's happening now & about to accelerate
The Year of Me Since the industrial revolution, humanity has been obsessed with economies of scale. That mindset unlocked incredible things: cheaper food, better shelter, global transportation. But my big idea is that 2026 is the year this flips. Generative AI makes true personalization cheap, fast, and universal, turning the “economy of scale” into an economy of self. Ask yourself: What happens when the most important products stop being mass-produced and start being made bespoke... for everyone? - What if education finally adapts to each child, with students learning at their own pace, getting extra support when concepts are hard, and advancing quickly when they’re ready? Mass classrooms force everyone into the same mold. Personalized learning lets every child reach their full potential. - What if wellness became truly individual? Instead of expensive personal trainers or lowest-common-denominator supplement packs, we could have dynamic, AI-generated health stacks tailored to your biology and updated in real time using wearable data. - And what if instead of being captive to a one-size-fits-all algorithm, your news, shows, and stories instantly adapted to your interests, values, and preferred tone? The biggest companies of the last century won by finding the average consumer. The biggest of the next century will win by finding the individual inside the average. 2026 is the year the world stops optimizing for everyone, and starts optimizing for me (and you!).
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Pretty amazing to see @ykb_app ripping up the sports charts and passing betting apps with a product that is just about having fun and having the best takes
YKB hit Top 3 in sports today. just getting started, let's find out who actually knows ball...
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YKB hit Top 3 in sports today. just getting started, let's find out who actually knows ball...
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David Lu retweeted
NFL Power Rankings After Week 14
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David Lu retweeted
I'm going full time on @dialecticpod with the support of @notionHQ. A few thoughts on what the future holds, what Dialectic means to me, and why Notion is the perfect presenting partner: A year ago, I started interviewing some of my smart friends without much of a strategy. I quickly realized that despite the lack of a grand plan, it was easy for me to *care* a lot about it, especially the preparation to make sure I could meet the guest deeply in their ideas and push them to go a bit further. Over the course of the last year, I found Dialectic to be the ideal vehicle for me to: (1) commit to something and compound in a specific direction (2) still maximize serendipity and get to follow my curiosity in many different directions (3) spotlight people I believe in and want to amplify (4) produce something that, in its most aspirational sense, is of service: whether that is to my guests or my listeners, in helping them grow, expand, learn, or shine. I'm so grateful that I get to pour all my energy into just that. As I look ahead, I've been reflecting. Dialectic isn’t always legible, but I’m starting to get a better sense of what defines it. Not everyone I talk to explicitly makes things, but most of them do. While I don't deliberately pursue a specific kind of guest, there are a few themes that run across my conversations. I think they explain why Notion is such a perfect partner for me, but I'll get to that in a moment: The first is about where ideas meet action. I love ideas, and I love reflective people. But I've increasingly come to appreciate the thinkers who make sure all that thinking results in doing. Introspection paired with agency. People who understand the power of ideas, but who care most about the ways they meet reality. People who seek to understand themselves as means toward asserting themselves upon the world. The second is craft. Craft is always aspirational: it is what appears when we care just a little bit more. When our taste is deployed. A human touch. Craft can be the object of creation but it can also be the way we create. When the creator can really *feel* the work, they produce something that meets reality where it is, and better yet, where it is going. The third is soul. There are other words one could use here, like authenticity, aliveness, or originality. The elements that make us human. When someone has found a way to line up their life, creativity, and work in a way that feels distinctly them. When they are willing to reach deep, and then naturally settle into a way of being that is inevitable. I'm proud that Dialectic's audience seems to appreciate these themes too, and pursue them in their own lives. One of my favorite parts of all this is the audience -- that it seems like my kind of people are listening to and watching the show. I've made new friends amongst listeners, made the show better from their feedback, and I'm even lucky to call several of my guests fans. I'm fortunate that one member of that audience is Notion's @akothari. When I began thinking about what it would look like to double down on Dialectic and make it my complete focus earlier this year, I started having conversations with potential partners. He was one the first people to reach out. Notion makes beautiful tools for your life's work. I've always been a fan of creative tools (and have talked to several people who make them, including Notion's own @geoffreylitt!). The best tools amplify us. They meet us where we are and keep up with us as we grow. In Notion's case, it is a tool first and foremost for turning ideas into action. For sharing them, tinkering with them, and building things with them. Craft has always been an essential word for Notion: how do you build an entire system of dynamic building blocks that still feels cohesive? How do you design details that work for students and giant teams? By sweating every single one, and caring enough to raise the floor. As for soul: well, perhaps that is in the eye of the beholder. But most software doesn't give mind to it, or to letting its users pour themselves into the tools they use. The rich and wide world of Notion's community, templates, remixing, and creative expression is evidence of software that feels alive. So it really wasn't a hard decision at all, to team up with an organization, product, and brand that feels a lot like Dialectic. Finally, looking ahead: A lot more of the same. But better. It's simple, if not easy. I think I'm onto something. I want to speak to the most original, creative, inspiring, generative people in the world about the stuff that makes their eyes light up. That means creative technologists, thoughtful writers, pragmatic designers, and authentic investors. But the aperture will widen too! I want to talk to people in 2026 that have me pinching myself, and to talk to people you and I have never heard of (yet). I hope to keep you guessing and nodding your head at the same time. And there will be a lot more video, for those of you who've been asking. I have some other ideas too. I see Dialectic as a world I want to build, and I hope you come spend some time here. I hope I am lucky enough to keep creating this world with you for a long time. In the meantime, please send me people you think I should talk to. People who love ideas, make things, care a lot, and put themselves into what they do. And thank you to the wonderful team at Notion for being a partner to me on this journey. Onwards!
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Gabe Whaley and the team at MSCHF have spent a decade perfecting the art of going viral on a biweekly cadence. Now they've given up their own rule. I talked to him about how they got here, what they value, and what it will take to make mischief that lasts. You may know MSCHF (@mschf) by some of their viral shoes (Big Red Boots, Jesus Air Maxes) or their provocative art projects (a chopped up Damien Hirst, 999 forgeries of a Warhol and one real one, mixed together). But Gabe (@Gabriel_Whaley)'s most interesting creation is the factory that produced these and many others every other week for the last 7 years. I think this conversation will be especially meaningful for anyone interested in the mechanics of creativity, attention, and commerce. OR, for those interested in how the internet is changing us, our attention, and what we value. I'm eager to look back at this someday with another decade of MSCHF as hindsight. This was a special one! Avail on X and all platforms below, including transcript.
Ep. 31: Gabe Whaley - Playing the Crowd and Outlasting the Hype Gabe Whaley (@Gabriel_Whaley) is co-founder and CEO of MSCHF (@mschf), the art collective, fashion and footwear brand, startup, and fill-in-the-blank, famous for its viral products and cultural interventions. A few notable works include Jesus Shoes (Nike Air Max filled with holy water), Severed Spots (a "decentralized" Damien Hirst print), Museum of Forgeries (One original Warhol and 999 perfect forgeries), and of course the Big Red Boot. This conversation was heavily influenced by MSCHF's recently released Made by MSCHF, a "textbook," through which the team peels back the curtain and shows us inside the black box that has produced more viral hits than one can count. Gabe had a sheltered childhood and went to two years of army academy at West Point before eventually finding his way to New York City to intern at Buzzfeed around 2014. In his spare time, he started releasing weird internet projects under the name "Miscellaneous Mischief." After tasting virality a few times, he started collaborating with likeminded creatives and eventually formalized MSCHF in 2019. I've known Gabe for many years (and even did a small collaboration with him from my seat at 100 Thieves). We sat down to reflect on the last 15 years and the arc of MSCHF, what made it special, and where one goes next when virality makes you feel nothing and the internet feels mature. The conversation includes MSCHF's eye-of-the-beholder legibility, their obsession with value, the power of mystery, and how the product doesn't culminate with release, but after the audience has made it their own (in MSCHF parlance, "playing the crowd"). We also discuss the creative process behind the hit factory, how acting as a label rather than individuals changes their relationship to the work, whether the cultural future is actually canceled, how the internet has changed, and how real world experiences offer something to the creator and the consumer that digital life simply can't. We wrap-up by speed-running through many of MSCHF's internal values, from "always punch up," to "death is just as importance as birth," to perhaps its defining frame: "nothing is sacred." I hope you are inspired toward play, originality, embracing discomfort, and having the courage to burn it all down and start anew. Timestamps: 0:00 - Intro 2:21 - Value and Legibility 13:24 - Is the Future Canceled? 20:00 - We Create as a Result of What We Believe In 26:11 - What Makes a Good Remix 29:08 - How MSCHF Relates to the Current Thing and Evolves What Game it Plays 38:31 - Creating Something the Crowd Can Play 44:59 - Emphasis on Craft and Objects Rather than Creating "Lifestyle" 47:27 - Keeping Up in a World That Demands Constant Production 53:11 - Resisting The Internet's Scale and Lack of Friction 1:03:15 - Accidental World Building, Process, Creative Inputs, and Focus 1:14:09 - Creating as a Collective and Gabe's Role in Enabling the Team 1:22:30 - Trust, Shedding the Black Box, and Staying Original 1:30:35 - Applied MSCHF – Doors are Open 1:34:21 - Sarah Andelman, People Who are Still Excited, and Long Time Horizons 1:41:52 - Buzzfeed 1:44:41 - MSCHF Values Available on all platforms and transcript below.
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David Lu retweeted
NFL Power Rankings After Week 6
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Just hit 1 million receipts created on YKB. Over 100k created this last week. Excited to be backed by a16z @speedrun. Demo day tmrw, lfg!
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David Lu retweeted
attention is currency. distribution matters. every founder has a story, and today's stories are videos. We've built several @speedrun programs to help founders become better storytellers: 1) brand lab: we offer cost-effective design services to take your brand from 0-1: decks, logos, typography, colors, websites, and more. 2) launch lab: video is hard. talking to a camera for the first time sucks. we offer studio spaces for founders to level up their product demos, client-facing videos, and more. we also offer up a network of videographers, production teams, and creatives to build your launch+ strategy. 3) creator connect & press club: we've built data-backed systems to help connect you with both top creators and UGC/ambassadors. additionally, we help early-stage founders who don't yet have street cred get in front of the newest media outlets. Whether you're a seasoned creative with design chops or have no idea what 'marketing' is, we encourage you to apply. applications close this weekend.
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Dolphins are the consensus worst team + biggest faller from week 1 BY FAR on ykb
NFL Power Rankings After Week 1
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David Lu retweeted
Here’s where I’m starting at for week 1 Micah trade + some reshuffling + feeling like I had to stand on the Cards as my sleeper pick
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David Lu retweeted
A16Z SPEEDRUN 2026 UPDATE: I think most people secretly know if they’re founders or not. Some of you can never be happy working inside a giant company, writing docs, in endless meetings. Deep down, you know you’re supposed to build. we're opening up a16z speedrun today! We are accepting applications for our 006 class, where we'll invest up to $1M. It's based in SF, kicking off Jan 2026 but you need to apply now in september. here's how to apply: speedrun006.a16z.com/x And yes, we are investing up to $100M in the next 30 days -- it's all happening in september. Quit whatever it is that you're doing, and in 2026 come to SF and work with us out of Andreessen Horowitz's office in SOMA, alongside over a hundred other founders, building the startup you've always wanted to build. We will help you -- both myself and the a16z speedrun team. the details: - up to $1M of investment - hosted at a16z HQ in San Francisco - 12 week program, with an IRL kickoff, luminary speakers, community events - live events with the founders of Carta, Zynga, DoorDash, Behance, Airtable, Twilio, Figma, and more - private dinners/Q&A with Marc and Ben of a16z - apply now, and the deadline will be Sep 28 2025 for SR6 At a16z speedrun, you get access to programs from our operating team and work with experts in marketing, BD, talent, people and capital—more below MARKETING Our team of expert marketers is here to help you win. Whether refining your brand, launching, or building a thriving community, our marketing operators have powered dozens of startups with: - Brand Development -End-To-End Marketing Strategy -PR & Media Coverage -Go-To-Market Execution -Creators & Content TALENT Find and attract the talent you need to build and scale your company. Our curated network connects you with world-class technical talent, executives, advisors, and specialists who can help accelerate your success. Here’s how the program works: - You tell us what you’re looking for. - We use a16z speedrun's brand and referral networks to magnetize talent. - We take hundreds of calls each week to curate a list that we only send to speedrun founders. - You request introductions and we put you in touch. PEOPLE We help you quickly stand up the tools and practices needed to hire, manage, and lead highly performant teams. Our goal is to help you anticipate challenges and navigate some of the most foundational decisions you'll make as you build a world-class company. While a16z speedrun takes place in the US, we welcome founders and companies from around the world. Our Global Founders Program provides specialized guidance for navigating visas and relocation, plus dedicated access to our expert immigration attorney network, so you can focus your energy on building your company. BUSINESS DEVELOPMENT We unlock unparalleled access to networks, expertise, and tools that help startups scale faster. - $5M+ in free credits in our speedrun Marketplace from AWS, GCP, OpenAI, Anthropic, Microsoft, NVIDIA, Stripe, Deel, and many more. - Dedicated advisors & experts to guide you through every partnership, sales, and GTM motion, including crafting your business model and pricing. - Level up your sales with real live demo experience across various events to executives and operators in your target market. - Access to a16z’s network of executives & decision-makers at 2,000+ companies. CAPITAL One of the most important things a founder can do is raise money. Our fundraising program sets the stage for your raise through an in-person Demo Day and an online platform reaching 1,000+ top early-stage investors. We help you prepare with practice sessions, stress tests, and materials review. When you’re in high-stakes negotiations, we coach you, share insider knowledge, and leverage alumni intel on the investor across the table. More details: The a16z speedrun program is a fast‐paced, 12-week startup program that guides founders through every critical stage of their growth. It kicks off with an orientation to introduce the cohort, then dives into rapid product development—helping founders think through MVP while addressing key topics like customer acquisition and design partnerships. Throughout the program, startups benefit from expert-led sessions and interactive office hours that cover: - Brand Building & Go-to-Market Strategy: Crafting your story, marketing, and driving product-led growth. - Customer Acquisition & Launch: Securing early users and executing effective launch plans. - Fundraising & Strategic Partnerships: Pitching, navigating investment, and building lasting relationships. - Team Building & Operational Scaling: Developing high-performing teams and refining internal processes for sustained growth. - Community & Enterprise Sales: Building communities, forming strategic partnerships, and landing your first enterprise customers. - Product-Market Fit & Demo Day Prep: Assessing market traction which culminates in a Demo Day to showcase progress. The a16z speedrun program is IRL and runs for 12 intensive weeks in which our team of expert investors and operators guide your startup from idea to market launch. The program moves through sequential modules—each dedicated to key aspects such as rapid product development, go-to-market strategy, fundraising, team building, and operational scaling. Expect regular check-ins, one-on-one office hours, and interactive sessions, culminating in a Demo Day where you present your progress to potential investors.
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David Lu retweeted
ESPN went the first 2 minutes of Cavs-Magic without commentary 😬 Just the crowd noise was really cool tbh
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Gotta keep biulding
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Josh Okogie is making the case to be the fifth starter for the Suns and that might mean more dribbling for him than we thought. (Sound on)
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David Lu retweeted
l0cal guy is back in the film r00m, Twitter people. let's take a look at this beautiful set from Saturday night vs. the Mavs in the clutch. "Strong Touch Ricky" run to perfection for a K'Von three 🔥🔥🔥 #SacramentoProud
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Jarred Vanderbilt had an amazing Lakers debut, including this play where he knew what the Warriors were planning to do and made them pay. @Sean_Davi breaks it down:
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David Lu retweeted
I got Eric Nicksick to break down Francis Ngannou’s knockout of Jairzinho Rozenstruik at UFC 249 using Airr Enjoy
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🏀🎥 Knicks Film Thread🎥🏀 Featuring analysis by @BenRitholtzNBA Today’s Lesson: Turnover Turmoil On what led to the Fournier/Randle spat, and how it reflects on one of the Knicks’ biggest issues:
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