Trung Phan (@TrungTPhan)
@TrungTPhan
Write on business with @workweekinc. Building @bearlyai.
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Lee Kuan Yew:
“Air conditioning was a most important invention for us, perhaps one of the signal inventions of history. It changed the nature of civilization by making development possible in the tropics. Without air conditioning you can work only in the cool early-morning hours or at dusk. The first thing I did upon becoming prime minister was to install air conditioners in buildings where the civil service worked. This was key to public efficiency."
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Steph Curry signed a 10-year deal with Li Ning. The Chinese sportswear firm has $6B market cap.
Curry must’ve got huge equity and can only assume they’ll somehow make a robotics AI play like this automated rebounding and passing machine the Warriors use.
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POV: The Anthropic social media intern sending this post to the X timeline.
Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission.
Pending completion of SEC review, this gives us the option to pursue an initial public offering.
Read more:
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Jensen talked about this at GTC Taipei:
"A lot of people said ‘You know Jensen, AI is coming therefore all of the software companies are going out of business.’
It is exactly the opposite because there are so many agents. The world is longer limited by the number of people and those agents will use more [software] tools than ever before. This is actually an incredible time to be a software company.”
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Why are software stocks ripping? I thought AI was going to kill them all.
Jensen pulled a version of “Steve Jobs introducing iPod Nano by pulling it out of the 5th pocket of his dad jeans” move with Nvidia’s new Nvidia N1X.
Says “I have too many things in my pockets then whips out the N1X before listing features.
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Warren Buffett at Berkshire’s 2026 AGM talking about waiting to deploy its $397B cash pile:
“I’ve compared the markets to the church with a casino attached. People can move between the church and the casino. The casino has gotten very attractive to people. If you’re buying one-day options, it’s not investing or speculating. It’s gambling. We’ve never had more people in a gambling mood…Prices for a lot of things look very silly.”
Says Greg Abel and Berkshire are still always “a phone call away” from making a massive investment.
“We’re big enough to handle anything. We make decisions faster than anybody. And our word if good.”
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Australian tech entrepreneur Paul Conyngham explains how he used ChatGPT/AlphaFold (spent $3,000 with no biology background) to create a custom MRNA vaccine to treat his dog’s cancer tumors. Unreal.
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