product in tech (Dandy, Aurora, Zoox) — abundance & economics minded — 🇬🇧 in 🇺🇸 — my CEO tells me I’m “doing a good job”
Joined September 2012
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Oli retweeted
'Taxing the engines of growth to reduce VAT on gherkins is end-of-Rome stupidity'
If that bank CEO had gone on the record, others would have followed suit.
Oli retweeted
Two big announcements today. Orbital is rebranding to Fairground.
And we’re launching Fairground Direct: qualified meetings with local businesses, booked directly to your calendar.
Main Street is open for business. Let’s get you in the door: fairground.run
Oli retweeted
My 5 point plan to recover United.
Sack Wilcox and Berrada
Hire Edwin van der Sar
Promote Vivell
Hire Dougie Freedman
Hire Nagelsmann
Fake Index.
Scoring Kodiak higher on ODD, commercial partnerships, & safety isn't defensible by any facts.
1) ODD: Aurora's been driver out on public roads for 1.5 years & operates on 10 lanes, Kodiak is still offroad only.
2) Aurora has partnerships with 3 OEMs vs just Paccar for Kodiak. Aurora has more customer partnerships & sold 200 trucks for vs 100 for Kodiak for EOY 2026.
3) Aurora released its' public roads safety case & has been audited on it, Kodiak hasn't. The index claims to score FMCSA inspections which are 70 vs 14 to Aurora...
The markets have it at 25 : 1 for Aurora and the gap is widening day by day.
@gbrulte has Kodiak leading. Time do better.
Oli retweeted
CNBC’s @Lebeaucarnews and $AUR CEO Chris Urmson hit the road in an autonomous big rig: cnb.cx/46FVcrp
Oli retweeted
Objectively insane to make a list of the most influential people in AI and include these two but not Jensen
TIME’s new cover: Announcing the 2026 TIME100 AI, the world's most influential people in artificial intelligence time.com/collection/time100-…
Checks notes.... these are the same ANTHROPIC employees who's RSUs have increased by 240x since 2022 🧐
ANTHROPIC SENDS SF STAFF HOME OVER SECURITY STRIKE CONCERNS
Anthropic told employees to work from home Monday and Tuesday after receiving notice that security workers could potentially strike.
However, the SEIU union representing those workers said no strike had been called or threatened.
Security staff are currently negotiating for higher wages, better healthcare and improved training.
The move comes as security concerns rise across the AI industry, with major companies increasing protections following reported threats against employees.
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Kodiak's off-road launch & commercial strategy has been smart.
But this index is bad. It compares ODD and scores Kodiak ahead of Aurora, whilst Aurora is live on public roads and Kodiak is not.
The real index, is that Investors have the score as $14B for $AUR to $800m $KDK.
I have always held strong conviction in @KodiakRobotics' leadership position.
It is, of course, nice to see it confirmed in independent metrics like @RoadToAutonomy's Autonomous Truck Index.
Kodiak’s technology is deployed in 35 driverless trucks, as of June 30, the largest customer owned-and-operated fleet of semis in the world.
indices.roadtoautonomy.com/
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Oli retweeted
Ran a dilution analysis of $ZM ’s stake in Anthropic based on every public fundraise & Zoom’s SEC fillings:
Started with 1.11%, today they have <0.39%. Ie ~ $3.1bn stake in $800bn Anthropic.
Zoom is trading at $32bn, $22bn enterprise value.
16 P/E today & 17 forward P/E (ie no longer a growing SW business).
TLDR: Anthropic stake has already been priced in!
Oli retweeted
Tough love here but hard to argue with the quantitative stats about teslas robotaxi. Nice work tracking it all @ethanmckanna!
Tesla 'Robotaxi' status check: 8 months in, 19% availability, and all of Musk's promises are missing electrek.co/2026/02/16/tesla… by @fredlambert
Oli retweeted
👋I interviewed Jim Ratcliffe yday.
Most of the coverage has, understandably, focused on a single word.
But, if I may say, the rest is well worth watching, whatever you think of Sir Jim.
On the fate of industry, UK politics, & Man U.
Full interview here: youtu.be/K7s4XD9yyL8?si=YNgI…
Oli retweeted
This is the dumbest thing any government on planet earth is pursuing right now. And that’s saying something.
