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Say what you will about fairness, thresholds, etc., but read the room, read the base - it feels like Donalds is being forced upon us by everything Big. - big media - big corporations - big tech Then add all the establishment politicians endorsing/crowning him left and right. This isn't healthy for a state like Florida. In fact, I'll go as far as saying that this is dangerous as it pertains to maintaining Florida the beacon of on-the-offense Constitutional Conservatism. Donalds is, at best, a BASIC politician. At worst, a big government, corporatist Republican, i.e., a politician that can and WILL/HAS be(en) bought. @TheFLGOP will be wise to let the grassroots base feel ignored. Endorsements from OTHER POLITICIANS and huge DONORS FROM SILICON VALLEY are drowning out the base here in FL. Am I wrong here?

Everyone is talking about getting teams to use more AI. But how much of your AI spend is going toward work that's already been done? In PE diligence, the same VDR documents often get reprocessed across users, workstreams, and sessions. That means firms are paying for the same analysis again and again. As AI vendors move toward usage-based pricing, those inefficiencies start showing up fast. Our latest ToltIQ Insights article from Co-Founder and CIO @RikerTrek looks at why the Silicon Valley obsession with maximizing tokens misses the point in PE, and how the architecture underneath an AI platform affects cost, efficiency, and analytical depth throughout a deal. Read more:

We flew to silicon valley to watch founders pitch on the startup grind stage. @aplusk fund on the panel. the most useful twenty minutes of the whole trip happened off stage: a courtyard at stanford, asking students what actually makes them trust a stranger enough to buy something from them. that question is the entire reason ivault exists. clips of those conversations coming. founders,what taught you more: a stage, or a hallway?

Replit CEO Amjad Masad on the “most gangster story in Silicon Valley” In September 2021, Replit founder Amjad Masad tweeted: “The most gangster story in Silicon Valley is Steve Jobs buying Pixar for $5m, investing $50m, operating at a loss for a decade — so much so he had to cut personal checks every month to make payroll and somehow turning it around to exit for $7B to Disney.” He expands on this in his interview on the My First Million podcast: “The thing I like about the Steve Jobs story is when he was lost in the desert for 10 years. He was fired from Apple, and then he created two companies that were failing the whole time. NeXT Computer and Pixar were literally failing, and he was investing more and more of his own money. At that pace he was going to go broke, but he kept going for 10 years. How do you do that?” Eventually the success of Toy Story, the first fully computer-animated feature film, helped make Pixar’s 1995 IPO one of the the most successful of the decade. And Apple used the NeXt operating system as the foundation for macOS. But both ventures took the better part of 10 years. Interestingly, the 12 “wilderness years” between getting fired at Apple and coming back was the most pivotal period of Steve Jobs’s life. His work with Pixar and NeXT helped him grow into the leader capable of taking Apple to unimaginable heights when he returned. Source: @myfirstmilpod @amasad (Dec 2024)

One of the new, buzzy jobs in Silicon Valley is the AI Forward Deployed Engineer (FDE), an engineer who is embedded within a client organization to help customize solutions, such as building and tuning agentic workflows that suit the client’s particular needs. I’ve heard from people who are wondering anew about the FDE career path since OpenAI and Anthropic started building new teams to place FDEs within client organizations. The rise of FDEs for AI workloads is one way AI is creating new jobs (and why the jobpolcalypse narrative of upcoming job market collapse is false -- there will be many AI and non-AI jobs). However, I believe there will be far more AI Engineer jobs than FDEs, as I explain below. The FDE role was pioneered about two decades ago by Palantir, which sent engineers to government locations to work on secure, air-gapped networks. In addition to having good technical skills, FDEs need communication skills and sometimes business skills. For example, they may need to speak with clients to understand their needs, formulate a strategy to prioritize projects, explain complex technology, and respectfully push back if a client asks for something unrealistic. They’re enjoying a resurgence because of the amount of work involved in taking an off-the-shelf LLM and building it into a custom agentic workflow that fits particular business needs. However, I believe the number of AI Engineer jobs will be far larger. A company might accept a few FDEs to be embedded within its organization. But most companies will want far more of their own employees working on their projects. While my organizations do hire FDEs, we hire far more AI Engineers! Also, a common client concern is that it is hard to find vendor-neutral FDEs — they are, after all, there to deeply integrate a particular vendor’s product into a company. In this moment when it’s hard to predict which AI service will be the best one in a year’s time, optionality (the ability to pick whatever vendor turns out to fit best in the future) is very valuable. In contrast, letting FDEs tightly bind a company’s processes significantly reduces optionality. Right now, I see surging demand for AI Engineers who can build software applications using AI software components (like LLM prompting, agentic frameworks, evals, etc.) and effectively use AI coding agents (like Claude Code, Codex, Antigravity CLI, and OpenCode). As the AI Engineer role matures, I expect it to fragment into more specialized roles, like the generic Software Engineer role from decades ago fragmented into frontend, backend, mobile, data engineering, devops, and so on. What will be the future, specialized AI engineering roles? I don’t know. Perhaps there will be AI FDEs, LLMOps Engineers, Evals Engineers, AI Data Engineers, Harness Engineers, and other roles we don’t have names for yet. But for now, I see a lot of AI engineers who are generalists create a lot of value. Skilled AI Engineers are in very high demand! As our field continues to mature over the coming decade, I look forward to new specializations within AI Engineering that create even more job opportunities. [Original text: The Batch newsletter]

Derek Sivers gets it: He built CD Baby from nothing, became the largest indie music distributor in the world, sold it for $22 million, and gave every penny to charity. Then he disappeared. No founder story podcast tour. No VC meetings. No personal brand. He moved to New Zealand with a laptop and started writing books that 10,000 people read instead of millions — and he prefers it that way. While every Silicon Valley founder was chasing unicorn status and ringing bells on CNBC, Sivers was asking whether any of it was actually worth wanting. The most successful exit in music tech history ended with a man who decided success was the wrong game entirely.

Taxes screw over both the companies and the states they’re in. Taxes didn’t build those big companies. They show up after the success. They sure as hell didn’t create Silicon Valley. The sky-high taxes came later, once it was already killing it. California basically turned its successful companies into hosts and started parasitically draining them for more and more cash, jacking up the rates year after year. They forget the first rule of parasitism: don’t kill the host. Companies only have so much tolerance before they say screw it and bail for another state with better deals and resources. And that breaking point is a lot lower these days.