Pinned Tweet
Happy Friday. On today's show:
- @cultured (Whop)
- @kylecschiller (Marathon Fusion)
- Thomas Wright (Summit Sotheby’s)
See you on the stream.
- @cultured (Whop)
- @kylecschiller (Marathon Fusion)
- Thomas Wright (Summit Sotheby’s)
See you on the stream.
Moderna Drama, AI Drama, Housing Drama, Gold Drama x.com/i/broadcasts/1…
0
0
24
10,075
They're calling it the most elite 17 seconds of CNBC footage in television history
Palantir cofounder @JTLonsdale says his wife's Grok Bot is helping them wean their 2-year-old off his pacifier:
"My wife has a Grok Bot at home, but she calls it the Trad bot for trad wife."
"We have 6 little kids. It's telling us about our kids' health appointments and to figure out my 2-year-old, how to deprecate his binky right now."
"It's telling me when to and when not to give it to him. It's pretty funny."
Via @CNBC
23
21
651
167,584
The guys debate the economics and feasibility of building Clifford the Big Red Dog for retail:
John: It's a narrow market, the dog is expensive, and the OpEx on Clifford will be through the roof.
Jordi: The U.S. pet industry is a $165B market. Introducing a viable Clifford for o $1T and be as big as the global alcohol market.
John: How many people are in the market for a seven-figure dog like Clifford?
Jordi: Uh, billions of children?
John: It's a narrow market, the dog is expensive, and the OpEx on Clifford will be through the roof.
Jordi: The U.S. pet industry is a $165B market. Introducing a viable Clifford for o $1T and be as big as the global alcohol market.
John: How many people are in the market for a seven-figure dog like Clifford?
Jordi: Uh, billions of children?
0
0
28
10,109
Moderna Drama, AI Drama, Housing Drama, Gold Drama x.com/i/broadcasts/1…
1
8
61
19,216
Last year, a Russian hacker compromised a popular Salesforce plugin and gained access to a large amount of customer data.
But the hacker didn't understand Salesforce well enough to take full advantage of the hack.
Cloudflare CEO Matthew Prince (@eastdakota) says that same different today.
"The attackers today are using AI to ask, 'I found myself in Salesforce, what can I take advantage of?'"
But Prince believes AI is still benefiting defenders more than attackers, mainly because these kinds of attacks are so expensive.
"The good news is that the cost of running a huge agent swarm is still extremely expensive. Hundreds of thousands, if not millions, of dollars."
"The good guys have more resources than the bad guys."
But the hacker didn't understand Salesforce well enough to take full advantage of the hack.
Cloudflare CEO Matthew Prince (@eastdakota) says that same different today.
"The attackers today are using AI to ask, 'I found myself in Salesforce, what can I take advantage of?'"
But Prince believes AI is still benefiting defenders more than attackers, mainly because these kinds of attacks are so expensive.
"The good news is that the cost of running a huge agent swarm is still extremely expensive. Hundreds of thousands, if not millions, of dollars."
"The good guys have more resources than the bad guys."
5
5
80
23,680
PREDICTION: Cloudflare CEO Matthew Prince (@eastdakota) says AI agents will change the business model of the Internet over the next decade:
"In five years, agent traffic is going to be 1000x human traffic."
"The Internet almost collapsed during COVID when traffic doubled."
rvers, routers, and bandwidth that has to get provisioned in order for that to work. The question is, who will pay for it?"
"My hunch is that something's got to change in terms of how the Internet works. Like some version of micropayments that every time you access a resource, your agent pays a ten-thousandth of a penny to be able to see the menu."
"Then there's probably some sort of trade where if you are willing to tell the restaurant what you're looking for, that price goes down, maybe it's free. In some cases, the site might actually pay you to come visit it."
"This will lead to the next version of advertising, which is how do you advertise to agents?"
"In five years, agent traffic is going to be 1000x human traffic."
"The Internet almost collapsed during COVID when traffic doubled."
rvers, routers, and bandwidth that has to get provisioned in order for that to work. The question is, who will pay for it?"
"My hunch is that something's got to change in terms of how the Internet works. Like some version of micropayments that every time you access a resource, your agent pays a ten-thousandth of a penny to be able to see the menu."
"Then there's probably some sort of trade where if you are willing to tell the restaurant what you're looking for, that price goes down, maybe it's free. In some cases, the site might actually pay you to come visit it."
"This will lead to the next version of advertising, which is how do you advertise to agents?"
54
68
628
101,276
Cloudflare CEO @eastdakota believes the next two years of AI cyberattacks will be terrifying but will ultimately make the internet more secure.
"The next two years are going to be incredibly, incredibly, incredibly fraught with new tools that have infinite patience to go look oss the Internet."
"It's going to feel like the sky is falling. It's going to feel like there's nothing we can do."
"There are going to be stories that characterize AI as the bad guy. AI is not the bad guy here, AI is the good guy."
"AI didn't create these vulnerabilities, AI found them."
"If you're living in a house with deadly monsters in every closet, but you don't know they're there, are you in a better place or a worse place than if you start going through the closets and finding the monsters and killing them?"
"It's going to be a lot more frightening to go through and kill the monsters, but you're probably going to get a lot safer."
"The next two years are going to be incredibly, incredibly, incredibly fraught with new tools that have infinite patience to go look oss the Internet."
"It's going to feel like the sky is falling. It's going to feel like there's nothing we can do."
"There are going to be stories that characterize AI as the bad guy. AI is not the bad guy here, AI is the good guy."
"AI didn't create these vulnerabilities, AI found them."
"If you're living in a house with deadly monsters in every closet, but you don't know they're there, are you in a better place or a worse place than if you start going through the closets and finding the monsters and killing them?"
"It's going to be a lot more frightening to go through and kill the monsters, but you're probably going to get a lot safer."
4
29
162
31,178
Happy Thursday. On today's show:
- @eastdakota (Cloudflare)
- @kevinweil (Warp)
- @Mclader (Cognition)
- @dillon_baxter (PlantSwitch)
- @DrStarson (Stellios)
- Brian Manning (Xona)
See you on the stream.
- @eastdakota (Cloudflare)
- @kevinweil (Warp)
- @Mclader (Cognition)
- @dillon_baxter (PlantSwitch)
- @DrStarson (Stellios)
- Brian Manning (Xona)
See you on the stream.
Matthew Prince on PHP2Shell, Duo on Arrival, 100 Really Difficult Phone Calls, Norwegian Gold Scheme x.com/i/broadcasts/1…
4
2
34
11,425
Matthew Prince on PHP2Shell, Duo on Arrival, 100 Really Difficult Phone Calls, Norwegian Gold Scheme x.com/i/broadcasts/1…
2
6
64
46,628
BREAKING: @kevinweil raises $215M Series A for his new company Warp Sciences
10
12
237
20,564
Palo Alto Networks CEO @nikesharora warns that the window for fixing cybersecurity vulnerabilities is shrinking.
"I think there'll be a time where you won't have the luxury of weeks to be able to go figure out if this is real or not."
"You'll find out in the morning when you ound a big vulnerability and they posted it for everybody to see."
"I think there'll be a time where you won't have the luxury of weeks to be able to go figure out if this is real or not."
"You'll find out in the morning when you ound a big vulnerability and they posted it for everybody to see."
4
15
70
14,835
Palo Alto Networks CEO @nikesharora says he's more concerned about "trophy hunters" searching for the next security vulnerability than the PHP vulnerability itself.
"I'm more concerned about what comes next. This is just one. There's more to come."
"The problem is when you like this happen, you start finding people who are trophy hunters."
"They're going to say, 'Where can I find the next PHP and prove to the world that I'm as smart as the last guy.'"
"I'm more concerned about what comes next. This is just one. There's more to come."
"The problem is when you like this happen, you start finding people who are trophy hunters."
"They're going to say, 'Where can I find the next PHP and prove to the world that I'm as smart as the last guy.'"
10
26
255
44,896
Flapping Airplanes co-founder @aidanmantine believes training AI models on less data could make them more creative and better at generating novel ideas.
"I'm really bullish on new algorithms unlocking models that think in very different ways."
"I think that models can be pushed ey're trained on more limited data."
"If you look at why all the models talk the same way, it's because they're trained on the same data."
"If you build data-efficient algorithms and you can train models that are as smart as you and I with the same amount of data that you and I have, then they can think in a little bit weirder ways."
"They can make inferences off of more limited data."
"I'm really bullish on new algorithms unlocking models that think in very different ways."
"I think that models can be pushed ey're trained on more limited data."
"If you look at why all the models talk the same way, it's because they're trained on the same data."
"If you build data-efficient algorithms and you can train models that are as smart as you and I with the same amount of data that you and I have, then they can think in a little bit weirder ways."
"They can make inferences off of more limited data."
5
8
169
20,098
Happy Wednesday. On today's show:
- @nikesharora (Palo Alto Networks)
- @MaxJunestrand (Legora)
- @aidanmantine (Flapping Airplanes)
- @AkhilIyer1 (Watchtower Labs)
See you on the stream.
- @nikesharora (Palo Alto Networks)
- @MaxJunestrand (Legora)
- @aidanmantine (Flapping Airplanes)
- @AkhilIyer1 (Watchtower Labs)
See you on the stream.
The Internet Is Finished, Nobody Expects The Number 4, Early iPhone Duo Reviews, SpaceXSITesla Merger Talks, Nikesh Arora Joins x.com/i/broadcasts/1…
3
3
19
8,074
The Internet Is Finished, Nobody Expects The Number 4, Early iPhone Duo Reviews, SpaceXSITesla Merger Talks, Nikesh Arora Joins x.com/i/broadcasts/1…
1
4
30
15,343








