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VOICE ARCHIVE

Buck

@bucknsf
7 posts
2026-02-17
Amazing OpenAI couldn't just vibe code this
2026-02-17 View on X
@sama

Sam Altman says Peter Steinberger, creator of OpenClaw, is joining OpenAI “to drive the next generation of personal agents”; OpenClaw will remain open source

this is excellent
2026-02-17 View on X
@nicbstme

How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is structurally justified but temporally exaggerated

In the past few weeks, nearly $1 trillion was wiped from software and services stocks.  FactSet dropped from a $20B peak to under $8B.

2026-02-16
Amazing OpenAI couldn't just vibe code this
2026-02-16 View on X
@sama

Sam Altman says Peter Steinberger, creator of OpenClaw, is joining OpenAI “to drive the next generation of personal agents”; OpenClaw will remain open source

Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting wi...

Amazing OpenAI couldn't just vibe code this
2026-02-16 View on X
Implicator.ai

In a podcast, OpenClaw creator Peter Steinberger describes his phone calls with Mark Zuckerberg and Sam Altman, and says he had been contacted by “every big VC”

Mark Zuckerberg needed ten minutes.  He was finishing code.  —  Peter Steinberger had called him on WhatsApp without scheduling anything.

2024-01-27
The downside of podcasting all the time is people get to hear your terrible investing takes on a regular basis
2024-01-27 View on X
Axios

Source: Chamath Palihapitiya shelved plans to raise $1B for an early-stage investment fund, in part due to fundraising challenges

Kia Kokalitcheva / Axios : X: @mhdempsey , @thestalwart , @carnage4life , @riddle245 , @fisurgi , @hitsamty , @jasonlk , @fed_speak , and @bucknsf X: Michael Dempsey / @mhdempsey ...

2023-03-12
The majority of SVB deposits are uninsured and are VC and startup funds. The chilling effect on the SV ecosystem is going to be insane unless there is a clear path to being made whole from asset sales. Thinking through the ripple effects here.
2023-03-12 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

an unsecured illiquid claim on a failed bank. Absent @jpmorgan @citi or... https://twitter.com/... Bob Elliott / @bobeunlimited : Fed/FDIC decisions on SVB determine whether they r...

2023-03-11
The majority of SVB deposits are uninsured and are VC and startup funds. The chilling effect on the SV ecosystem is going to be insane unless there is a clear path to being made whole from asset sales. Thinking through the ripple effects here.
2023-03-11 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

Programming note: Money Stuff was supposed to be off today, but: bank run!  —  SVB