We really did a number on some of these charts at large scale https://t.co/yQIrcRMtXv
@based16z
Sharks, I need $50 billion in GPUs to disrupt the restaurant reservation industry
9/29/2026 20:26
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@based16z
Super turbulent flight had a dream about being chased down by troops and helicopters
9/29/2026 18:17
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@based16z
as much as I love to hate on anthropic, like, obviously Ed zitron and people commenting on public leaks have way less info than the market
9/29/2026 07:09
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@based16z
Vitalik back to laying out a grand vision for the world computer instead of full stacking dog coins and hating on defi.
Renewed confidence in management
9/29/2026 06:26
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@based16z
Here’s why *group of coins that pumped 5x* are fundamentally better than *group of coins that haven’t pumped as much*
9/29/2026 06:09
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@based16z
So today Anthropic turns $2 of compute in to $1 of revenue. But in the future those economics should get worse as training runs scale and more companies compete basically?
9/29/2026 01:37
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@based16z
They locking stuff up at CVS that never been locked up before
9/28/2026 20:52
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@based16z
Xanax guys be like lemme slur my words for 3 hours then get in my car
9/28/2026 20:34
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