DonL

Roelof Botha Steps Aside as Sequoia Capital Names New Leaders Amid The Firm's Cultural Reckoning Sequoia Capital managing partner Roelof Botha steps aside, naming Alfred Lin and Pat Grady as new leaders amid the firm’s cultural and leadership reset.

www.forbes.com/sites/sindhy...

Ocean beach run. Hauntingly beautiful.

Hegseth Is Purging Military Leaders With Little Explanation

Hegseth Is Purging Military Leaders With Little Explanation www.nytimes.com/2025/11/07/u...

China’s clean-energy revolution will reshape markets and politics The world’s biggest manufacturer now has an interest in the world decarbonising

The US is the world's largest oil and gas producer. Yet, "China is now making more money from exporting green technology than America makes from exporting fossil fuels."

So far so good America...

'Like somebody turned a faucet on': Union Square buzz is building in SF "There's just a lot of great momentum and buzz in Union Square right now."

Great to see....due to a combination of the rise of AI in SF more generally, tech companies' return to office policies, and Lurie. Glad to see it all coming together and Lurie might be the right Mayor at the right time.

www.sfgate.com/local/articl...

In less than five years, Trump has played as much golf as Obama did in eight Treasury Secretary Scott Bessent appeared on CNN Sunday morning, giving host Jake Tapper a chance to note the incongruity between cuts to food assistance programs during the on-going shutdown and Pres...

Data :)

www.pbump.net/o/in-less-th...

Israel unveils tax incentives to reverse tech brain drain that increased during the war in Gaza and tax breaks for investors in Israeli funds and tech firms By James Shotter / Financial Times. View the full context on Techmeme.

Interesting - www.techmeme.com/251102/p9#a2...

Palantir Thinks College Might Be a Waste. So It’s Hiring High-School Grads. Tech company offers 22 teens a chance to skip college for its fellowship, which includes a four-week seminar on Western civilization

This is small, but terrifying - www.wsj.com/business/pal...

What's the argument for these if chips are obsolete w/n 3-5 years. I have some thoughts, but curious what people think.

www.bloomberg.com/news/article...

Meta, xAI Starting Trend for Billions in Off-Balance Sheet Debt Just this month, Meta Platforms Inc. has secured about $60 billion in capital to build data centers, part of its spending to get ahead in the artificial intelligence race. Half of that won’t show up o...

Debt = not great for the health of the AI buildout.

www.bloomberg.com/news/article...

U.S. Assessment of Israeli Shooting of Journalist Divided American Officials

www.nytimes.com/2025/10/27/w...

What exactly did Ronald Reagan say about tariffs? | CBC News The Ontario government ad that has triggered President Donald Trump's wrath, uses excerpts of a 1987 speech by former U.S. President Ronald Reagan. Here's what the ad says and the text of Reagan's ori...

Reagan's full speech - www.cbc.ca/news/politic...

Good evening ocean beach SF

YouTube video by ProPublica Russell Vought: The Shadow President

I obtained ~dozens of hours~ of previously unreported recordings of Russ Vought's briefings from 2021 to 2024.

Want to hear the recordings yourself? Watch @propublica.org's
new mini-documentary about Vought 👇

THE SHADOW PRESIDENT www.youtube.com/watch?v=w1Lu...

JPMorgan Says US Risks Missing Energy Goals Without Wind, Solar The US will struggle to generate the energy it needs to power growth in its tech industry without including wind and solar, according to JPMorgan Chase & Co.’s global head of sustainable solutions...

Duh....

www.bloomberg.com/news/article...

Marc Benioff Says Trump Should Send Guard Troops to San Francisco

Is this an onion article???

www.nytimes.com/2025/10/10/u...

From Muni.

Without data centers, GDP growth was 0.1% in the first half of 2025, Harvard economist says | Fortune Is a U.S. without data centers a country without GDP growth?

fortune.com/2025/10/07/d...

Ocean beach rn

AOL Keywords 2025 ;)

Hello my friend…

How Jensen Huang is Using Nvidia Cash to Rule the AI Economy Even by the standards of one of the most prodigious dealmakers in tech, the past month or so has been a head-spinning one for Nvidia’s Jensen Huang. Just in September, Nvidia agreed to buy any unused ...

While the AI revolution is real / will be transformational, the current infra investments harken back to the 90's fiber buildout. We need the infra, but this seems a bit much...sort of a house of cards given the round-tripping & US stock market concentration.

www.theinformation.com/articles/jen...

Opinion | We Are Watching a Scientific Superpower Destroy Itself

Yes…devastating and just plain dumb.

We Are Watching a Scientific Superpower Destroy Itself www.nytimes.com/2025/09/08/o...

Great NYT piece from my friend Seth Levine and Elizabeth MacBride

www.nytimes.com/2025/09/12/o...

Andreessen Horowitz Crypto Returns Boosted by 300% Solana Rally When Andreessen Horowitz raised a record-setting $4.5 billion crypto fund in May 2022, it seemed to have timed the market—in all the wrong ways. Bitcoin prices had fallen 55% from their peak, while Co...

As always, follow the money...

www.theinformation.com/articles/and...

Running clears your 🧠 like shaking an etch a sketch. Nothing quite like it.

Trump Is Accusing Foes With Multiple Mortgages of Fraud. Records Show 3 of His Cabinet Members Have Them. The White House has targeted opponents, including a Fed governor, for having more than one primary residence on their loan papers. ProPublica found that, in one case, a Trump cabinet secretary got two...

www.propublica.org/article/trum...

Yum!

This is not ok…