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A common thesis is software gets severely commoditized from here on out. Stripe's Will Gaybrick says their data shows the opposite: "It's plausible. We're either in the singularity or creeping towards the singularity, and it's very hard to estimate what a future looks like where models are recursively generating...

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43,256 views • 5 days ago •via X (Twitter)

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Applied Intuition co-founder Qasar Younis on defense software and the key to faster procurement: "I think it's not controversial to say that the conflicts of the future are going to be software-defined." "It's not going to be very traditional conflicts where you have aircraft carriers lining up or tank columns." "Our debate we need to have internally is, from the secretary all the way down, who's the first person who really understands software in a very deep way?" Qasar Younis at the 2026 American Dynamism Summit

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Kalshi CEO Tarek Mansour says the biggest categories in prediction markets may end up being much bigger than sports: "Sports is bigger than it's ever been right now... but it's also a lower percentage than it's ever been." "We're seeing it in politics and financials and crypto and culture." "When we see users coming into the platform, those other categories are showing incredible signs of acceleration." "For me it's inevitable that fast forward a few years, like one or two years, sports is a much smaller percentage of them." Alex Immerman and Santiago Rodriguez on this and more takeaways from the Kalshi Prediction Markets Conference:
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a16z

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76,959 views • 6 months ago

Sam Altman says the pathway to AGI is now clear and "we actually know what do", it will be easier to get to Level 4 Innovating AI than he initially thought and "things are going to go a lot faster than people are appreciating right now"
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606,189 views • 1 year ago

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Leave Delaware

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Crypto's best marketing course + community is back! We're doing *one* cohort for all of 2026, kicking off in February 🦁 Here’s a sneak peek into the experience: - At the start of the cohort, they'll meet for the first time like it's the first day of college There are few things more energizing than seeing the industry's best operators sharing stories and bonding - From there, we go deeper. They’ll get access to exclusive sessions from the best growth leaders in our industry. They’ll learn what’s working (and what's not) from incentive design to narrative architecture, and the next growth meta. - And then it’ll be their turn. We'll have weekly calls where cohort members learn from each other, sharing their own successes, experiments, and frameworks. There’s no better place to learn. And nowhere else you’ll find this level of insight, honesty, and ambition. The 2026 cohort has 50 spots available. Once they’re gone, that’s it!

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250,417 views • 7 months ago

Anthropic's Sholto Douglas describes the concept of a software-only singularity: "It's one where the models are far better at digital tasks than they are at physical ones. And so we see rapid change in the digital world with models, and relatively little change in the physical world. So information and software changes dramatically, and this ends up having some pretty weird effects." "It means that maybe like the drivers of what have been the last couple decades of progress in the economy turn around." "And I think we'll see that flow on into the physical world but at a delay. So you get much better at doing chip design. You get much better at training AI models. AI models get a lot faster. Chips get a lot better. The general economy gets a lot more efficient because the sort of information and message parsing that is much of the rest of the economy ends up becoming much more efficient." "But at the same time you don't yet have robots providing limitless physical abundance. Science probably progresses really fast up to the degree that you need interaction with labs or larger particle colliders or something like this. And then you go, 'Okay well I need to build the robots.'"
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Anthropic's Sholto Douglas describes the concept of a software-only singularity: "It's one where the models are far better at digital tasks than they are at physical ones. And so we see rapid change in the digital world with models, and relatively little change in the physical world. So information and software changes dramatically, and this ends up having some pretty weird effects." "It means that maybe like the drivers of what have been the last couple decades of progress in the economy turn around." "And I think we'll see that flow on into the physical world but at a delay. So you get much better at doing chip design. You get much better at training AI models. AI models get a lot faster. Chips get a lot better. The general economy gets a lot more efficient because the sort of information and message parsing that is much of the rest of the economy ends up becoming much more efficient." "But at the same time you don't yet have robots providing limitless physical abundance. Science probably progresses really fast up to the degree that you need interaction with labs or larger particle colliders or something like this. And then you go, 'Okay well I need to build the robots.'"

TBPN

208,090 views • 6 months ago

We're thrilled to welcome new talents to our dev squad: Marko A., Senior Web 3 Developer Marko H., Senior Software and Web 3 Engineer Igor M., Mid-Level Full Stack Developer Their expertise is a game-changer! Faster growth, superior development, and top-notch UI for our swap are on the horizon. The future for Toad is brighter than ever! $TOAD #ToadSwap
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We're thrilled to welcome new talents to our dev squad: Marko A., Senior Web 3 Developer Marko H., Senior Software and Web 3 Engineer Igor M., Mid-Level Full Stack Developer Their expertise is a game-changer! Faster growth, superior development, and top-notch UI for our swap are on the horizon. The future for Toad is brighter than ever! $TOAD #ToadSwap

ToadSwap

24,321 views • 2 years ago

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Mario Nawfal

20,180 views • 7 months ago

a16z GP David George: "AI is going to be the biggest modelbuster that I've seen in my career." "There are companies that grow faster and longer than anyone would've modeled in any scenario." "Tech... creates value far in excess of the capital that's required to grow." David George
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a16z GP David George: "AI is going to be the biggest modelbuster that I've seen in my career." "There are companies that grow faster and longer than anyone would've modeled in any scenario." "Tech... creates value far in excess of the capital that's required to grow." David George

a16z

24,936 views • 6 months ago

Stripe's Will Gaybrick: "Build everything" Against an industry that sees agents as a way to cut costs, Stripe is using them to build more: agents wrote 30% of code in a week, global tax filing shipped in 1/3 the time the US version took, and after AI made sellers 20% more productive, Stripe hired even more sellers. President of Technology & Business Will Gaybrick sits down with a16z's David George to cover why there's no one left for Stripe to copy, why checkout pages will disappear, how agents plus stablecoins make micropayments real, and why tokens are becoming a currency worth protecting like dollars. 00:00 Intro 01:00 From payments to 30 products 02:30 1 in 6 free trials abused 05:50 Win the startups, then win them again 09:40 Borrowing from Google, Apple, and Ford 14:30 Minions: 7K one-shot PRs a week 18:45 Building everything vs. cutting costs 26:00 Why timelines keep compressing 29:50 What replaces the checkout page 34:20 The case against $9.99 subscriptions 37:20 Stablecoins solve a political problem 41:35 Tempo, a payments-only blockchain 43:10 Tokens are money now 49:00 How Stripe scales taste Will Gaybrick David George
53:48

Stripe's Will Gaybrick: "Build everything" Against an industry that sees agents as a way to cut costs, Stripe is using them to build more: agents wrote 30% of code in a week, global tax filing shipped in 1/3 the time the US version took, and after AI made sellers 20% more productive, Stripe hired even more sellers. President of Technology & Business Will Gaybrick sits down with a16z's David George to cover why there's no one left for Stripe to copy, why checkout pages will disappear, how agents plus stablecoins make micropayments real, and why tokens are becoming a currency worth protecting like dollars. 00:00 Intro 01:00 From payments to 30 products 02:30 1 in 6 free trials abused 05:50 Win the startups, then win them again 09:40 Borrowing from Google, Apple, and Ford 14:30 Minions: 7K one-shot PRs a week 18:45 Building everything vs. cutting costs 26:00 Why timelines keep compressing 29:50 What replaces the checkout page 34:20 The case against $9.99 subscriptions 37:20 Stablecoins solve a political problem 41:35 Tempo, a payments-only blockchain 43:10 Tokens are money now 49:00 How Stripe scales taste Will Gaybrick David George

a16z

372,155 views • 5 days ago

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American Optimist

57,521 views • 2 months ago