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Co-founder, chairman and chief investment officer of Ritholtz Wealth Management. Hosts the Masters in Business podcast for Bloomberg and wrote How NOT to Invest.

• 10 Friday AM Reads

  My back in NY morning reads: ​• Why Are Valuations Falling in a Bull Market?: Ben Carlson runs the year’s tape — mortgages from 6% to 7%, the 10-year from 4% to 5%, inflation from 2.4% to 3.4%, oil from under $60 to ove…

  inflationRelated

Working on @ampcode. Writing registerspill.thorstenball.com. Once authored interpreterbook.com and compilerbook.com.

• Delicious meta thought from this morning: The table pounding from the AI-skeptical software engineers, shouting "they can't build proper, scalable, performant programs!", sounds especially thin when you consider that right now nearly everyone is looking for where this is going and no one knows yet. Building something "proper" and "scalable" and "performant" before you have PMF is a tricky thing to pull off (there's exceptions, of course, where PMF comes from being one of the three) and now it seems like most companies are looking for PMF every 3 months.

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Co-creator of Django and creator of Datasette; writes daily at simonwillison.net.

• Self-generated prompt injections in compaction summaries

  In Our framework for reporting model misalignment OpenAI provide "six reports on unexpected or concerning model behavior we’ve observed in the last six months". This one here is my favorite: they caught some of their mo…

  AI alignmentOpenAIRelated

Co-founder, chairman and chief investment officer of Ritholtz Wealth Management. Hosts the Masters in Business podcast for Bloomberg and wrote How NOT to Invest.

• 10 Thursday AM Reads

  My morning reads: • Here’s Who Trump Should Blame for the Rate Hike He’s Raging About:He promised lower prices and lower interest rates. His policies delivered renewed inflation and a rate hike. (The Bulwark) • Gas Pric…

  inflationinterest ratesRelated

Creator of Flask and Jinja. Writes about software at lucumr.pocoo.org.

• This morning’s AI Twitter is “Drop everything people. New catnip dropped.”

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Physicist and science communicator. Writes Backreaction and makes videos explaining new physics and astronomy results, frequently to argue that the headline about them overstates the case.

• Woke up this morning with what is clearly an eye infection. Not good. Got the kids on the way to school. 7:30 I book an online appointment with a doctor. I send two photos. 7:35 I have phone chat with the doctor. 7:38 I have an electronic prescription for antibiotic drops. 7:59 I am standing in front of the pharmacy which opens at 8:00 8:15 back home, dripping my eye 9:00 the infection has visibly pretty much cleared out I am actually impressed by how flawlessly this all worked. I was fully prepared it'd eat up an entire day.

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Co-founder, chairman and chief investment officer of Ritholtz Wealth Management. Hosts the Masters in Business podcast for Bloomberg and wrote How NOT to Invest.

• 10 Wednesday AM Reads

  My mid-week morning reads: ​• Costly Medicine: Claudia Sahm on Fed Week — the FOMC is highly likely to hike a quarter point Wednesday, and the Middle East and AI headlines stealing attention are the same stories driving…

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Canadian software developer and writer, co-editor of the XML and Atom specifications and formerly of Sun Microsystems, Google and AWS. Has written the blog ongoing since 2003.

• Good (Wednesday) morning, am in Australia. #Australia #Queensland #Brisbane #photography #bird #jetlag

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Writer of Lenny's Newsletter and host of Lenny's Podcast, covering product, growth and career in tech. Previously a product lead at Airbnb. Also an angel investor and advisor.

• 60+ creative growth ideas Everyone's running the same growth playbook: high-production launch videos, paid influencers, AEO, social, maybe some (poorly attended) events. Your competitors are in the same channels competing for the same eyeballs. But attention goes to what people don't see coming. The unexpected gets shared for free, remembered for months, and usually costs less than one week of ad spend. @TomOrbach has dedicated his life to collecting creative growth ideas that worked. Every time he sees a startup do something clever, it goes on the list. Here are his 64 best, sorted by what y…

  lennysnewsletter.com

  startupsRelated

Professor of economics at George Mason University and Bartley J. Madden Chair at the Mercatus Center. Co-writes the blog Marginal Revolution and co-authors the textbook Modern Principles of Economics with Tyler Cowen.

• Global AI stocks fell today. Entirely consistent with my view that calls for AI safety are not an attempt at "regulatory capture" and entirely inconsistent with the supposedly cynic-sophisticated view that AI fears are all 4D chess moves for higher revenue. On stocks falling. Here is Claude: The public tape moved hard this morning. Global AI stocks fell on Monday, with SoftBank down sharply along with chip stocks from SK Hynix to ASML, Micron and Intel. SoftBank closed nearly 11% lower in Japan, the Kospi sank 3.3% on a 6.4% drop in SK Hynix, and ASML was off 6% in Europe. In the US, Marvell,…

  AI alignmentAnthropicRelated

Writer on habits and decision-making; author of Atomic Habits and the 3-2-1 newsletter, and publisher of long-running book recommendation lists.

• A Monday morning question for you: Timing influences communication. Talk about potential mistakes before they happen and people start looking for ways to prevent them. Talk about actual mistakes after they happen and people start looking for reasons to defend their actions. What do we need to be talking about now, so we can learn the lessons before we need them?

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Canadian full-stack web developer who makes JavaScript and CSS video courses and co-hosts the Syntax podcast.

• I have grokbot ingesting all my kids teacher emails. It adds everything to our family calendar, sends morning reminders, saves any photos, etc.. Today we needed to study for spelling, cross words and word searches in seconds. Maybe the first time my wife understood what agents are

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Canadian cartoonist and writer: Dinosaur Comics, Marvel's The Unbeatable Squirrel Girl, and the choose-your-own-path books To Be or Not To Be and Romeo and/or Juliet.

• Just woke up from a dream where I ordered a rum and coke at a bar and they asked what kind of ice I wanted, then showed me a menu with 60 different kinds of ice. Most were different shapes but some had flavours. I chose mint and my drink became mintier over time. Anyway good morning

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Non-fiction writer, podcaster and occasional TV host. Author of thirteen books including The Ghost Map, Where Good Ideas Come From and Extra Life, host of the PBS series How We Got To Now, and author of the Adjacent Possible newsletter on innovation.

• Yosemite this morning. Absolutely sublime.

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Creator of the Keras deep-learning library and the ARC-AGI benchmark.

• Dreams are when your mind melts a little and then resolidifies by morning in a slightly different shape

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Author of The 4-Hour Workweek and Tools of Titans, and host of The Tim Ferriss Show podcast.

• How do you feel when you wake up and before bed and how easily do you fall asleep? The time in bed in the morning and at night tells you all you need to know. It's not a purely intellectual reasoning. It's not a pro and con list. It's not a spreadsheet. It’s not a Venn diagram. It's like, how do you feel? And are you even aware of how you're feeling? How much energy have you spent blocking out feeling, because you don't want to feel certain things? To borrow from Tara Brach, she said to me once, “There was a wise old sage who said, ‘There's really only one question worth considering and that…

  energyRelated

Distributed-systems safety researcher; runs the Jepsen consistency-testing project and wrote the Riemann monitoring system.

• Good morning from eighty-seven "automated delivery probe" signup attempts

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President of the European Commission since 2019; previously Germany's defence minister.

• Today, we remember. We remember that 25 years ago, the world stood still. We remember the 3,000 people who left home that morning and never returned. Where the Twin Towers once stood, two columns of light now rise into the New York sky. They remind us that light triumphs even on the darkest of days. My statement on 25 years since 9/11.

  link.europa.eu

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Programmer, writer and musician; author of the Learn Code the Hard Way books and of Mongrel, the Ruby web server.

• Learning OpenGL Day 9 -- Debugging Light This is the one where I try to debug why the light is wrong on my popcorn model, only to find out it's something unexpected.

  youtu.be

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Co-founder and CTO of Oxide Computer Company. Created DTrace at Sun Microsystems and was CTO of Joyent; blogs about systems software, open source and engineering culture.

• Slides from my keynote this morning at #RustConf on the history of Rust at @oxide.computer; video to come!

  speakerdeck.com

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American software engineer; worked on code-server at Coder and teaches TypeScript and open-source contribution. Publishes at joeprevite.com.

• one of the best investments i made last year was getting a homegym now i wake up in the morning and walk to my garage and start lifting - no commute - no shirt required - no membership fees - no excuses best part? my kids can scooter in the driveway and do their own "workout"

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British comics writer and novelist (Transmetropolitan, Planetary, The Authority, Gun Machine). Keeps a public daily notebook logging what he reads, watches and listens to.

• 9sep27

  The first early-autumn morning when you realise you won’t actually be warm again for nine months. Russian naval boat-neck longsleeve under a Nepalese cotton popover.

  RussiaRelated

American software engineer; worked on code-server at Coder and teaches TypeScript and open-source contribution. Publishes at joeprevite.com.

• the best way formula for starting a new morning routine is alarm clock + accountability buddy tell your friend what time you want to wake up - 5:45am then for a week straight, text them "i'm up" each morning after a week you'll find yourself waking up without the alarm

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American software engineer; worked on code-server at Coder and teaches TypeScript and open-source contribution. Publishes at joeprevite.com.

• anyone using a small portable circadian / 10k lux lamp they like? sun’s rising later and i still want the 4:30–5am morning routine without wrecking my circadian rhythm

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Writer on habits and decision-making; author of Atomic Habits and the 3-2-1 newsletter, and publisher of long-running book recommendation lists.

• A Monday morning question for you: What unfinished task is still hogging your mental real estate and needs to be let go?

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Programmer, musician and author of The Passionate Programmer; organised RubyConf and RailsConf and has worked as a CTO.

• "Memory plates still rendering — the sora queue is slow this morning." Working with agents is uncanny sometimes.

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Co-founder and CEO of Every. Writes the Chain of Thought column about working with AI tools and hosts the podcast AI & I.

• Astra one-shotted the first draft of its own vibe check for @every 🤯 we learned Astra was launching at 3 am yesterday morning. by 7 am we had a 3,000 word vibe check written. i can't tell you how impressive it is that i woke up to a google doc with a well-written, well formatted article with all of the usual sections, a good headline, and even appropriate screenshots. written in @kplikethebird's i didn't realize Katie hadn't written it herself, she just prompted Astra and it did the rest totally new world!

  GoogleRelated

Software entrepreneur who bootstrapped and sold FeedbackPanda and now builds Podscan; writes The Bootstrapped Founder.

• First thing this morning, pre-coffee, btw, I just yapped this prompt into my Claude Code session. 20 minutes later, after running a few diagnostic SQL queries on a prod replica, a 15min+ query is now running in 375ms. Hook up your APM and error trackers, y'all.

  AnthropicRelated

Co-founder and CEO of 37signals, makers of Basecamp and HEY; co-author of Rework, Remote and It Does Not Have to Be Crazy at Work.

• Good morning 206,018 citizens of the world!

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Co-founder and CEO of 37signals, makers of Basecamp and HEY; co-author of Rework, Remote and It Does Not Have to Be Crazy at Work.

• We just spent a morning in Chicago with a bunch of our customers. Woodworkers, music biz folks, publishers, educators, logistics pros, product designers, painters, medical device makers... Some who've been using Basecamp for more than a decade (and even one who's first day on Basecamp was THAT DAY!). Such a broad collection of folks! Here's a fun, one minute video recap. 😍

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Co-founder and CEO of Linear; previously principal designer at Airbnb, where he led the Design Language System, and founding designer at Coinbase.

• I've been recently creating various loops of customer signals with the @linear agent. Yesterday created one about when customers mention AI workflows, and getting a report in my inbox every morning

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Programmer and technology writer known for his long Mac OS X reviews at Ars Technica; co-hosts the Accidental Tech Podcast and Hypercritical.

• I've had to "unlock" my developer Apple ID once every 5 days on average for the past three months, and once per day for the past three days. Each time I do it, I have to perform a delicate dance to navigate what seems to be some kind of request throttling that gives me HTTP 503 responses during the unlock process, making it impossible to complete its several steps. Then my session times out and I have to start over. I've been trying to unlock my ID for about an hour so far this morning…

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Mac and iOS developer at the Iconfactory, where he has worked on apps including Twitterrific and Tot. He writes about development at furbo.org.

• TipKit for the Real World

  On a Monday morning, I thought I’d take a crack at implementing tips in one of my apps. There were some gestures and other features that customers weren’t finding and explaining those things with tips would be helpful.…

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Co-founder and CTO of Linear; previously an engineer at Uber.

• Start your cookie banner factories, everybody. Gonna be sending you some GDPR notices every morning.
  Quoting@EU_CommissionWe have designated ChatGPT as a Very Large Online Search Engine and Reddit and Roblox as Very Large Online Platforms under the Digital Services Act. They now have four months to comply with additional DSA obligations. More: https://t.co/gIR8vTolmB #DSA

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Writer on habits and decision-making; author of Atomic Habits and the 3-2-1 newsletter, and publisher of long-running book recommendation lists.

• A Monday morning question for you: I'm not usually awake from 5am to 6am, but when I am I tend to enjoy it. Start the day slow. Watch the sunrise. Get a few things done before everyone else wakes up. Meanwhile, I am often awake from 10pm to 11pm and I find that I tend to use it poorly. Passively watching TV or scrolling on a screen. Late-night snacking. Generally focusing on things that are fairly unimportant. Trading the last hour of the night for the first hour in the morning would be a pretty high-value trade for me. Which hours of your day tend to return the most value and which ones tend…

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Co-founder of Foundry Group and of Techstars. Has blogged at Feld Thoughts since 2004 and has written or co-written nine non-fiction books on startups and venture capital.

• Chapter 22.1: The Log Dolores has worked the same hospital basement for twenty-two years. This morning a pump refuses a firmware update it would have accepted yesterday. "I want my normal one. I'm used to it." "That one is being difficult."

  zeroknowledge.ink

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Lawyer and everyday-carry gear reviewer who publishes scored knife, flashlight and multitool reviews at Everyday Commentary.

• It’s been a LONG week, but then there was NKD

  NOTE: This one is a little personal. Feel free to skip it. In the early morning hours of July 21 I woke up with a cough. I coughed three or four times. Then I felt a pop. Knowing that there was little I could do and tha…

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Co-founder and CTO of Linear; previously an engineer at Uber.

• “Every morning after I wake up, I send out my GDPR notices” 🤣
  Quoting@KaiLentitSend this to your best EU employees when they're back mid-September.

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Writer on habits and decision-making; author of Atomic Habits and the 3-2-1 newsletter, and publisher of long-running book recommendation lists.

• A Monday morning question for you: Look back ten years and you can probably identify a few blind spots or mistaken beliefs you held at the time. Now, fast forward ten years from today... what are likely to be your current blind spots? What are you not spending enough time thinking about or perhaps even willfully ignoring?

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Librarian, technology instructor and writer in rural Vermont; longtime community manager at MetaFilter and author of a book on the digital divide.

• I have one of those 3/4-sized Galaga games in my house (thank you FB marketplace) and I play a game every morning. I'm not that good but it gets my brain going and if I live to be 104 I want to attribute my longevity to playing Galaga every morning.

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Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.

• The Best Way to Sell a Concentrated Position

  Imagine being the typical SpaceX employee over the last few months. Your shares IPO at $135 and within a few days they peak at $225/share (up 67%) before they begin to decline. As of this morning they sit at around $139…

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Polyglot; founded Fluent in 3 Months and argues for speaking from day one rather than waiting until you are ready.

• “Good Morning” in French (+ The Full Daily Greeting Ladder)

  French has no direct equivalent of "good morning": the word you actually need is Bonjour, meaning "good day," used from sunrise until early evening. This guide covers when Bonjour works, the Québec exception Bon matin,…

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Founder and editor-in-chief of MacStories, writing about Apple software, iPad workflows and automation since 2009. He co-hosts the AppStories podcast.

• Unexpected Codex use case: set up an Android handheld for me. @johnvoorhees got me into this: enable USB debugging and just let the agent rip. Codex installed Cocoon frontend on my AYN Thor, transferred all my ROMs, and is currently configuring emulators, mods, and other apps. It's just working in the background and cross-referencing YouTube/Reddit sources to set everything up, so I can focus on cooking for the family instead. Incredible. @dimillian

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Writer living in Brooklyn and former Man Repeller features director; writes the weekly newsletter Maybe Baby on culture and consumption.

• #277: Are men really “bad at taking photos”?

  Good morning and welcome back to Dear Baby.

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American open-source program lead working on WordPress; a WordPress core contributor and release lead who writes at jeffpaul.com.

• Monday Morning Beach Report: chasing sand crabs Monday Morning Beach Report: chasing sand crabs

  jeffpaul.com

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Mathematician and Senior Lecturer in the Mathematics department at Columbia University. Author of the book Not Even Wrong and of the long-running physics blog of the same name.

• Requiem for a Field?

  Kevin Hartnett posted the following Friday: My profile of @Jacob_Tsimerman, published the morning he won the Fields Medal, and hours before he announced he’s going to @OpenAI, reads like a requiem for a field. While I’m…

  OpenAIRelated

Indian software engineer and co-founder of Skcript; builds web apps and writes at varunraj.in.

• Used @claudeai Code for a while last night after my limit reset and morning woke up to see ~40% weekly limit being over. Is there a bug in the usage tracking?

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Founder and CEO of Wolfram Research, creator of Mathematica and Wolfram|Alpha, and author of A New Kind of Science.

• "What could possibly go wrong?" Exploring the ruliology of the unexpected ... to develop a theory of bugs ...

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Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.

• "The bull market didn't start in March 2009. It started in 1776." My latest on expecting the unexpected from U.S. stocks:

  ofdollarsanddata.com

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Indian technology consultant and writer. Former editor of Beautiful Pixels; writes about Apple hardware and Mac software at nuclearbits.com.

• Absolutely! This majestic bridge withstood all the landslides and heavy boulders falling on it from the 3 massive mountains it sits under, including the one on the left in this photo. The missing link project is clearly made from thermocol parts because it was completely destroyed this morning.
  Quoting@thetrickytradeI agree. No infrastructure in the world can handle such unprecedented levels of rainfall. Except a bridge from 1830s.

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American author of The Obstacle Is the Way, Ego Is the Enemy and Stillness Is the Key. Writes the Reading List book-recommendation email (started 2008) and owns The Painted Porch bookstore in Bastrop, Texas. Hosts The Daily Stoic podcast.

• This Is Always Worth All The Trouble (Or So I Tell Myself)

  There are a million good reasons not to travel. I woke up with a bunch of them this morning. I was exhausted. My kids were fighting. My wife has been sick. It was ungodly hot—literally the hottest Europe has ever been.…

  EuropeRelated

Freelance web developer and instructor. Author of the Dive Into Docker course; writes tutorials on Docker, deployment and development environments at nickjanetakis.com.

• Shout out to the @Docker Compose team. 🐳 I noticed an inconsistency in a docker compose exec vs run flag with --no-tty vs --no-TTY so I opened a PR this morning to resolve it. A few hours later it was merged:

  github.com

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Non-fiction writer, podcaster and occasional TV host. Author of thirteen books including The Ghost Map, Where Good Ideas Come From and Extra Life, host of the PBS series How We Got To Now, and author of the Adjacent Possible newsletter on innovation.

• Covered a lot of ground with @dblums on the Webby-winning Future Around And Find Out podcast, including: • why AI podcasts need imperfections • how Dungeons & Dragons players are embracing @NotebookLM • using AI to uncover unexpected connections • the new possibilities of AI-augmented writing • the downsides of cognitive offloading • using AI as your second brain to help you deepen your thinking, not replace it

  youtube.com

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Machine learning engineer and consultant focused on RAG and retrieval systems. He writes about applied AI engineering at jxnl.co and is the author of the instructor library.

• Six levels of complexity in a Codex morning brief

  A simple way to teach Codex through an AI-powered morning brief that grows into automations, project threads, drafted work, and memory vaults.

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Writes Nintil, long researched essays on metascience, biology, economics and whatever he has decided to read the literature on.

• There was only mom

  One morning I got a call from my younger brother Jaime. He was crying. He tells me my mom’s health, which had been slowly declining over the past month from advanced cancer, had reached the point where not much time was…

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American senior staff engineer working on developer and user experience and open source; writes at adamdehaven.com.

• HUGE announcements from @voidzerodev this morning, and @vite_js plus is FREE for everyone 🎉🚀
  Quoting@voidzerodevAnnouncing Vite+ Alpha. Now open source. To make JavaScript developers more productive than ever before. A single binary that: ◆ Unifies your frontend toolchain. ◆ Manages your runtime and package manager. ◆ Has caching and monorepo support built-in. Works with every framework and meta framework in…

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Writer and author of All the Wrong Moves; his newsletter covers meditation, relationships and creativity, and he co-runs a perfume line.

• Underrated sources of mental tension in meditation

  loosen up in unexpected ways

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Pen name of the Canadian-American writer behind mrmoneymustache.com, a blog on frugality, early retirement and index-fund investing that has run since 2011.

• My Unexpected Journey to Hormone Replacement (TRT)

  As a man of Science, I’m supposed to hide my enthusiasm about this somewhat controversial subject, and instead direct you only to the peer-reviewed studies. But man, I feel like I’ve stumbled upon the fountain of youth…

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Mathematician at UCLA, working mainly in harmonic analysis and partial differential equations. Writes What's new, a long-running blog on their research, open problems and expository notes.

• #IPAM (the institute for pure and applied mathematics) is facing a critical shortfall for operating expenses due to an unexpected suspension of NSF funding www.ipam.ucla.edu/news/nsf-fun... . Donations for emergency continuity of operations funding can be made at

  giving.ucla.edu

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Theoretical physicist and philosopher, Homewood Professor of Natural Philosophy at Johns Hopkins and fractal faculty at the Santa Fe Institute. Writes the Preposterous Universe blog and hosts the Mindscape podcast.

• George B. Field, 1929-2024

  George Field, brilliant theoretical astrophysicist and truly great human being, passed away on the morning of July 31. He was my Ph.D. thesis advisor and one of my favorite people in the world. I often tell my own stude…

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Economic historian writing on the Industrial Revolution, the Great Divergence and the origins of modern growth.

• Tried to go for a short run this morning, but have subsequently discovered that I went in exactly the opposite direction than intended and was completely lost the entire time.

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Writer living in Brooklyn and former Man Repeller features director; writes the weekly newsletter Maybe Baby on culture and consumption.

• My favorite part of the vibe shift discourse is that the people who hated it—claimed it meant nothing—seemed to accidentally out themselves as believing it meant something. My newsletter this morning is about the irony of trying to stay relevant

  haleynahman.substack.com

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Software engineer; co-founder and former CTO of Tailscale, previously on the Go team at Google.

• Software I’m thankful for

  2021-11-25 A few of the things that come to mind, this thanksgiving. open/read/write/close Most Unix-ish APIs, from files to sockets are a bit of a mess today. Endless poorly documented sockopts, unexpected changes in w…

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