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Down 92% and Bleeding Out, He Bet Everything on a Total Rebuild

20VC with Harry Stebbings · 2026-04-27

When AppLovin's market cap cratered from $40B to under $4B, Foroughi went all-in—buying back shares with every dollar and piling on debt while rebuilding the entire tech stack from scratch. Two and a half years later, the stock surged from $9 to $750, an 80x return.

Žižek Redefines Freedom Through Dessert, the Death Drive, and Quantum Mechanics

Theories of Everything · 2026-04-27

Freedom isn't choosing between chocolate cake and cheesecake — it's making a decision that retroactively reorganizes your entire past, making everything look like it was always leading to this outcome.

90% of People Can't Name Their Passion Because They're Looking in the Wrong Direction

My First Million · 2026-04-27

Shaan Puri says stop picking careers by industry — pick the growth loop you love. The actions you repeat daily determine your happiness, not the product you sell.

Stop Chasing Passion — Find the Thing You're Willing to Grind Calluses For

My First Million · 2026-04-27

The word 'passion' literally means suffering. Cal Newport argues passion is a byproduct of mastery: practice a little more each day, let competence breed satisfaction, and satisfaction will fuel passion — it's a flywheel, not a prerequisite.

150 Minutes of Weekly Cardio Improves Erections as Much as Viagra

Diary of a CEO · 2026-04-27

Sexual frequency among 18-to-30-year-olds has plummeted, yet 60% of college-age women report being choked during sex — urologist Rena Malik argues smartphones have shredded our attention spans so thoroughly that desire can never find a runway to land.

Snapchat at 15: Nearly 1 Billion Users Later, Spiegel Reveals What Really Kills Social Products

Lenny's Podcast · 2026-04-26

Spiegel argues the real bottleneck for social products isn't features but distribution — TikTok burned billions in subsidies just to survive, and software alone is never the moat.

Replit Is Worth $9B, But Its Power Users Aren't Programmers

Y Combinator · 2026-04-25

A physical therapist spent hundreds of thousands on failed outsourcing before building a top health-tech app on Replit himself — the people closest to the problem are skipping engineers and shipping products directly.

Replit Rewrites Its Own Code Every Three Months — Masad Says That's the Price of Building AI Products

20VC with Harry Stebbings · 2026-04-25

Masad argues that building AI products means constantly filling gaps in model capabilities, but everything you build risks being swallowed by the next-gen model — Replit's agent infrastructure gets torn down and rewritten every three months.

Zero to Acquired in 32 Months: How Grüns Turned Daily Vitamins Into a Pack of 8 Gummies

My First Million · 2026-04-24

Grüns founder Chad leveraged data from thousands of brands at his private equity fund to reimagine daily supplements as a single pack of eight gummies — hitting nine-figure revenue and an exit in just 32 months.

Married at 15, Dropped Out in 9th Grade — She Rose to Become Washington's Police Chief

Tim Ferriss · 2026-04-23

Cathy Lanier got pregnant and married at 15, barely passed her GED by a single point, yet climbed the ranks at record speed after joining the force — ultimately becoming D.C.'s police chief and now heading security for all 30 NFL stadiums.

Claude Code Ships Weekly: Cat Wu Breaks Down Anthropic's High-Speed Release Machine

Lenny's Podcast · 2026-04-23

Cat Wu reveals how the Claude Code team compressed product cycles from six months to one day, and why every new model launch starts with deleting features — because most were just patches for older models.

SpaceX's $60B Cursor Deal Has an Options Structure Custom-Built for Its IPO Timeline

20VC with Harry Stebbings · 2026-04-23

When SpaceX trades at 100x revenue, spending 3% of its market cap to recoup 15-20% of total revenue is nearly painless for the buyer — the ones actually footing the bill are future public shareholders.

SAP Has 20,000 APIs, and Scale Turns Every AI Problem Into an Unsolved One

No Priors · 2026-04-23

Two years ago anyone could build a RAG chatbot to wow the CEO, but SAP serves 400,000 enterprises with 20,000 APIs — at that scale, every supposedly solved AI problem becomes an engineering challenge all over again.

In the 0.6 Seconds He Fell From a Roof, Eagleman Began a Lifetime of Studying How the Brain 'Fabricates' Reality

Diary of a CEO · 2026-04-23

Stanford neuroscientist David Eagleman found that nuns whose brains were riddled with Alzheimer's pathology showed zero cognitive decline — because lifelong socializing and learning kept building fresh neural pathways.

Everyone Can Touch the Rope, But the Whole Thing Might Not Exist

Theories of Everything · 2026-04-22

Podcaster Curt Jaimungal uses mathematical sheaf theory to prove that even when all local observations are perfectly consistent, the global object may not exist at all — or multiple inequivalent global structures could coexist.

CNN's Founder Invented 'Randemonium' in 1981 — The Internet Put It in Everyone's Pocket

a16z · 2026-04-22

Every viral social media explosion has a half-life of just two and a half days. The most important thing in the world a week ago feels like it never happened a week later.

Hal Finney Paid $200K to Freeze His Body, Betting AI Will Bring Him Back

My First Million · 2026-04-22

Alcor has frozen ~200 people with 1,300 more on the waitlist — $80K for the head, $200K for the full body. Cryonics isn't sci-fi anymore; it's a real business with a process and a price tag.

Stripe Spent a Year Rebuilding Its Homepage: Countless Review Meetings for a Single Bubble

Y Combinator · 2026-04-22

Stripe's design team delayed launch by a month for four animations and hand-corrected AI-generated bubbles frame by frame — all driven by a quality philosophy that fights the gravitational pull of mediocrity.

Aaron Levie: Silicon Valley Is Massively Underestimating How Hard Enterprise AI Really Is

20VC with Harry Stebbings · 2026-04-20

AI coding's success won't replicate easily elsewhere — enterprise data is scattered across dozens of systems, compliance cycles run in years, and token budgets must shift from IT spend into business-line OPEX. These problems are far harder than writing code.

Hawking Co-Author George Ellis, 86, Dismantles Physics Reductionism With Thermostats and Pigeons

Theories of Everything · 2026-04-20

George Ellis argues that the laws of physics are servants, not masters — DNA in a petri dish does nothing on its own, the true replicator is the cell not the gene, and the iPhone could never have been written in the cosmic microwave background.