Manton Reece
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  • Most companies no longer need massive capital to get started. There are going to be more and more successes where the founder owns the majority of the company, if not all of it. Related, JA Westenberg blogging about one-person unicorns:

    …there are things that can’t be automated, and sometimes it’s better to do direct employment to resolve coordination problems. But the tipping point has shifted - quite a lot - and probably in the direction of smaller optimal firm sizes for a very large range of companies.

    → 9:00 AM, Nov 12
    Also on Bluesky
  • The end of this post on X from Tim Sweeney feels like a jab at Apple:

    A sad day for NVIDIA, developers, America, and all humanity. Jensen founded and ran one of the few companies to reach a massive scale while driving massive continued innovation and ubiquity, while others fell into the trap of ever-increasing extraction.

    → 8:44 AM, Nov 12
    Also on Bluesky
  • Wondering how much of Jensen Huang’s pushback on succession was because he didn’t want the board to have an easy way out. I can relate to not wanting anyone else to run your company… Nothing would cause me to give up Micro.blog. But also I think a lot about what will happen when I’m gone.

    → 8:26 AM, Nov 12
    Also on Bluesky
  • Dreamed last night that my Mac’s hard drive failed, but in talking with Apple, I was able to pay 💰 to upgrade the internal storage during the repair instead of buying a new Mac. I’m clearly worried about space… The available GBs on my Mac feels like a random number generator some days.

    → 8:16 AM, Nov 12
    Also on Bluesky
  • Lex Friedman asks what an app is worth now that we have AI:

    The answer, to me, is you pay for an app if the care and attention the developer gives the app is more than you can afford to give. If the few bucks you’ll spend is worth more than the time you’d spend building your own version of the app.

    Most people just don’t have time to maintain an app. The value of one-off utility apps will go down, but there will still be a market for many kinds of apps, especially those with an ecosystem or significant infrastructure behind them.

    → 10:07 PM, Nov 11
    Also on Bluesky
  • Thinking about this short post I wrote a few months ago about Nvidia. We might get a test of this soon! WSJ says the board is preparing to oust Jensen… I’ll believe it when I see it happen.

    → 8:53 PM, Nov 11
    Also on Bluesky
  • Watched: The Rings of Power S3E1. They dropped the first four episodes at once tonight. 📺

    → 7:57 PM, Nov 11
    Also on Bluesky
  • This new Atmosphere co-op sounds like a great idea:

    As we look toward the third AtmosphereConf in 2027, we’re happy to announce that we’re transforming into a cooperative dedicated to supporting the health, growth, and stability of the Atmosphere.

    → 12:10 PM, Nov 11
    Also on Bluesky
  • I haven’t owned any individual stocks since I had a single Twitter share a dozen years ago, as a token investment when I was deep in Twitter app development. Maybe I should buy a few shares of Anthropic as a counterweight to my usual negativity about them… Also in case they do cure cancer. 🤪

    → 11:31 AM, Nov 11
    Also on Bluesky
  • For a long time I resisted having cute names and mascots for Micro.blog. It’s just blogs, nothing special! But I’ve been playing with a new idea that I think will be perfect: a ladybug. (It’s small…) I just have to overlook the ladybug emoji. The legs make it a little too insect-y.

    → 10:15 AM, Nov 11
    Also on Bluesky
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