a poetic moment to kickstart the monday (via @SahilBloom’s on point newsletter)

I have been using @diabrowser for a couple of weeks now, and it's amazing how quickly you take for granted how its real-time context from open tabs supercharges your productivity and sparks creativity. Here are my top 5 Dia skills I've been using daily 👇

thinking: friction will remain in so many parts of our lives, but not the web. what started as disparate websites with inconsistent interfaces and redundant workflows to do things is becoming an action machine that knows us, meets us where we are, and does every task on our behalf. interacting with the digital world is quickly becoming frictionless.

Insightful take from @scottbelsky: "When it comes to consumer products like social media, the dirty little secret is that we login more frequently AFTER we post content, so we can see who liked our content. In other words, we think we use Instagram to see what other people post, but the unsaid reason we engage is our own ego." Where is Consumer AI, Unsaid Reasons We Use Products, & Uncommon Practices for Innovating in Big Companies via @_Glasp

Reading @scottbelsky's latest newsletter and all I can think is

Where are all the consumer AI apps??? This is the question I posed to s-tier consumer investors @scottbelsky (Uber, Pinterest) and @stevejang (Coinbase, Postmates). We're almost 3 years into the AI hype the we're still all mostly just talking about ChatGPT, Perplexity, and Claude. We explore the answer through the ways in which the entire consumer stack (input, memory, personalization, browsers, hardware) are being re-written by AI and how that may give birth to the consumer opportunity we've all been waiting for. Chapters: 00:00 Welcome and Introductions 00:43 The Current State of AI Products 02:48 Surprises and Challenges with LLMs 05:24 Future of Consumer AI and Personal AI 15:49 Memory and Personalization in AI 21:52 Potential Risks and Business Models 24:22 The Battle for User Data in AI 25:11 Optimism in AI Model Inference 27:00 The Role of Open Source Models 28:13 The Future of AI Hardware 28:54 Challenges and Opportunities in AI Hardware Startups 30:29 The Evolution of Consumer Hardware 38:36 The Reinvention of Browsers 46:23 The Potential of AI-Enhanced Browsers 47:54 Conclusion and Final Thoughts Many thanks to my good friends for joining me in this discussion 🙏

diligence by proxy - investing in something or someone because someone else did - is at the root of most investor rookie mistakes. obvious and yet takes a career to realize why this is true: it’s a chain event and most people do it.

First step here would be Manhattan project type program to figure out why China & South Korea can land new fission at 1/4th the cost of the US. Thats a solvable problem but the current open market isn’t unlocking it. Likely requires regulatory changes & IP sharing (Navy?).

reminder that the product features we love the most from big companies often had to be fought for, because they were either cross-functional or replaced antiquated thinking in ways that were initially resisted. these are the unsung heroes in product.

I am surprised there is no single app that simply (1) collects all of your health data points - from whoop/oura data, blood tests, PDFs of lab tests you feed it, other scraped sources, AND (2) auto-generates a system prompt of sorts for any LLM when you ask any health question..?