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I really enjoyed having to wait 30 seconds for Cloudflare to let me into this website.

I think if you're a cloudflare customer they set a cookie in your browser that let's you bypass the waiting period. Just wait until next year when they show ads during the wait.

Has anyone used this? The apps list doesn’t seem worthwhile?

> One day I was doing work on my laptop on a couch because hitting 30 apparently means that sleeping slightly incorrectly results in debilitating back pain.

You working out? PT?


Airbnb, DoorDash

Uber

Uber is not YC backed.


Oh my context window is apparently too small

Best movie of the year hands down

Colorado river collapsing this year?

Many of the startups I work with. We’re helping save the oceans and land. Purpose and profit are dream scenarios for me. It’s difficult in a capitalist economy but it exists.

Are those startups self funded or funded by VCs? If they are funded by VCs, it doesn’t matter what your company wants.

It feels like Oracle has made some massive strategic missteps in the past year. I’m curious if they can turn it around.

Like the OpenAI deal?

I mean bribing trump to get all those sweet government cloud contracts seems like it could end up being either the best bribe ever or a good way to get your company disbanded.

What "massive strategic missteps"? They continue to attract cloud customers coming from Amazon, Google and Microsoft.

They massively over committed to data center deals with debt. Safra leaving is also a big deal. Look at the stock price since she left.

Stock went down 50% in six months. If LE's AI bet is wrong, then they'll have to find some way to pay off the $60B in new debt.

Citations?

I used Google Gemini to confirm before I posted my comment. You're welcome to do the same.

“I used AI to confirm what I said” is not exactly the great comeback you think it is…

It went down 48%, I checked with my eyes instead of going through a hallucination layer.

Edit: sorry- thought this was about the stock price, not about picking up stragglers in cloud computing. I’m gonna contradict Gemini and say that’s bullshit marketing


It wasn't a comeback, it was a truthful answer to your question.

I will wait for Netcraft to confirm.

So what does this mean for technology?

Well there are 3 huge IPOs supposed to go out this year. This hurts liquidity and clogs the pipes.

And then for early stage venture, where I work, it will be harder to raise funds and move new ventures forward. Especially given the extreme shifting of public assets to loyalists.

Overall it’s a bleak time for American exceptionalism. The only companies that are in vogue are AI and Defense. Biotech continues to get hammered because who needs medicine when we can just bomb people with AI right?


Not even defenses. How is RTX down?

I suspect it’s the unwinding of the Yen carry trade and/or indirectly connected to running for shelter for several reasons including the massive bomb in private lending and subsequently private equity that is ticking down and doing so even faster now that Trump cut the wrong wire to distract from the Epstein files and him being a child rapist.

This all seems structural, as indicates that in the middle of a war even military stocks are down, which indicates deep rot or deep lack of confidence in at least the stock market.


That could be at least part of it. My understanding as to why gold dropped is that many countries essentially got market called. The Oil countries don't have cash reserves without selling, but they do have gold. Taking in London is that the Saudi's have sold a good amount of gold. China stopped buying in Q4 2025. Others followed suit. Hell, Russia is blocking gold exports at the end of the month.

lol 58x on arr?

any number is possible by sequoiaFTX

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