Bogdan Ceobanu retweeted
NHTSA announced today that they are proposing new rules aimed at removing U.S. federal regulatory barriers for autonomous vehicles without steering wheels or pedals, such as @Tesla's Cybercab.
The proposed changes include:
• Eliminating requirements for manually operated turn signal controls in vehicles without steering wheels or pedals: "NHTSA has concluded that the self-canceling and manually operated control requirements in the current standard are unnecessary for turn signal operating units that are installed on vehicles without manually operated driving controls."
• Allowing autonomous driving systems to control turn signals, hazard lights, and high/low beams without traditional driver-operated switches.
• Removing certain dashboard indicator requirements for turn signals and high beams in vehicles without manual driving controls.
• Allowing optional cyan-colored exterior lights to indicate when a vehicle is operating autonomously, with standardized requirements for their placement, brightness, and operation.
• Eliminating outdated restrictions on vertical headlight arrangements, giving automakers greater design flexibility.
• Allowing modern integrated headlights to be tested at manufacturer-specified voltages rather than requiring 12.8 volts.
NHTSA says the changes are intended to eliminate unnecessary regulatory barriers, reduce costs, and enable innovation without compromising vehicle safety.
Bogdan Ceobanu retweeted
Romania’s 🇷🇴 economic statistics are, in general, incredibly weird. I have repeatedly taken Romania out of charts I was making because it just seemed so far out there.
1.) The Bucharest metro area comes out as one of the richest in Europe, richer per capita than Geneva or Copenhagen (in PPS). Its GDP grew by 33% in five years, roughly Shenzhen-level growth, while the regions surrounding Bucharest shrank by more than 5%.
2.) Labour productivity per employed person in ICT and in professional, scientific and technical services is, in nominal terms (!!!), on par with or even higher than in Germany, and it swings wildly from year to year.
3.) Romania has higher actual individual consumption per capita than Czechia or Slovenia, which are well ahead of it in GDP per capita. This is fuelled by a near-zero or even negative household saving rate, the largest budget deficit in the EU and a current account deficit of around 8% of GDP.
Depending on which statistic you pick, Romania looks either like an absolute rocket or like an economy on the verge of collapse. My guess is that a lot of this is measurement rather than reality: a huge shadow economy that has to be estimated, millions of emigrants making “per capita” figures shaky, tax regimes that reshuffle how work and income get reported, companies booking their output at Bucharest headquarters, and national PPPs flattering an expensive capital.
I should visit Bucharest.
Between 2019 and 2024, outside of Ireland, the highest GDP growth rates in the EU were in the Romanian capital region of București-Ilfov: up 33.0% ec.europa.eu/eurostat/web/pr…
Bogdan Ceobanu retweeted
BREAKING: 🇫🇷 BILLIONAIRE JACK DORSEY'S BITCHAT JUST BECAME THE MOST DOWNLOADED APP IN FRANCE
THE APP THAT LETS YOU SEND #BITCOIN WITHOUT INTERNET IS NOW #1 ON THE APP STORE
WHILE PROTESTS AND RIOTS HIT THE COUNTRY
OFFLINE FREEDOM TECH IS WINNING 🔥
Bogdan Ceobanu retweeted
Oh, and there's one more thing for this episode.
Hello, @netflix :)
Roadster event livestream xitter.cf/i/broadcasts/1yKAPwNgg…
0:00
Tesla
Roadster
Bogdan Ceobanu retweeted
Huge day. $200M Series B at a $3.1B valuation for @arena and the release of our Alignment Index. I am proud of this team for solving one of the hardest problems in AI: evaluating AI under real-world conditions.
We're still a small team, about 90 people, and we're hiring across ML, product, engineering, design, marketing, BD, and more. If evaluations, safety, and measuring progress interest you, check out the open roles in @arena's bio.
Today, we're announcing our Series B: $200M at a $3.1B valuation, and the release of Arena's Alignment Index.
AI is advancing faster than our ability to evaluate it. The world needs a neutral third party to measure how safe and aligned AI actually is once it's in the hands of real people. That's the role Arena is stepping into today.
The Alignment Index is built from real-world agent traces, starting with three signals: Unauthorized Action, False Attribution, and Deceptive Completion, with results for over 20 frontier models launching today.
Hear more from our CEO @ml_angelopoulos below, and read the full breakdown, and more details about our company growth in thread.
This funding will allow us to go further on safety signals, agentic capabilities, and modalities. It will also allow us to grow the company to match the scale of our mission. Today, we’re still a nimble team of 90, and we're looking for people to join us across research, product, engineering, and more. Come build with us.
As AI gets more capable and autonomous, understanding how well it can safely and effectively work for people only matters more. That's what Arena is built to measure and advance.
Thank you to our community, our investors, and everyone building with us!
Take a look at our open roles if you want to join us (link in bio).
Coatue October 2026 State of the Markets Update
38 Pages on Public Markets every investor should read
Get the Full Deck below ⬇️
drive.google.com/file/d/1z9V…
Stripe Data Reveals US-Europe AI Gap Widening:
• US AI companies have seen a significant increase in monthly payments on Stripe since 2023, while the EU's numbers have stagnated.
• Data centers in the US are expanding rapidly, outpacing Europe's capacity and growth.
↓
Some data we recently assembled on entrepreneurship/compute in Europe: eudata.vercel.app.
We hope that one of the useful roles that Stripe can play is in collecting and publishing empirical data pertaining to entrepreneurship and industry in Europe. There's growing appetite to get Europe on a better footing, and cross-sectional comparisons can often shine light on where opportunities lie. If you're interested in this kind of thing, we publish more at stripeeconomics.substack.com.
Bogdan Ceobanu retweeted
Today, we’re launching an ambitious new school called The Horowitz Andreessen Academy.
Based in San Francisco, The Academy serves the most promising young high school graduates.
We think this can be an elite institution that attracts top tier talent. One that prepares students for the future rather than remaining stuck in the past.
The #1 goal is to help students learn to build, which is the most important skill in the AI era. They'll learn primarily by pursuing their own projects, either individually or in groups. There are classes and guest lectures, too, from some truly amazing people who have built modern-day Silicon Valley.
The Academy is designed as a network, since that’s the reason students go to school in the first place. Core to that network are our 10 Founding Partners: Anduril, Anthropic, Coinbase, Google, Meta, NVIDIA, OpenAI, Palantir, Replit, and Stripe. The network includes over 50 hiring partners and over 200 speakers and mentors. To join as a hiring partner or faculty member, you can apply on our website.
We raised $42M in funding led by @a16z. I'll be CEO and @pmarca and @eriktorenberg will join me on the board.
Applications are open for our Founding Class Fellowship, which will be one year and tuition-free. Eventually, pending regulatory approval, we plan to offer a two-year program that charges tuition, similar in cost to an elite private university.
We're looking for the most unusually ambitious young builders on the planet. Come join us in San Francisco:
theacademysf.com/
Bogdan Ceobanu retweeted
Open models continue taking share. Not just tokens, more $ now spent on open models than OpenAI.
Positive for the AI infra trade.
Open models taking share shift $ margin from the model layer to the infra and app layers.
Looks like today may be a record day for token volume % of open models on Vercel AI Gateway:
🟦 Open 78.4% 🟨 Closed 21.6%
While spend 💲 usually tells a different story, #3 and #4 today are Moonshot AI & DeepSeek. Adding Z.ai, their combined spend surpasses OpenAI (#2).
(Do note that's the spend for inference of the model across providers (mostly in the US), not revenue going directly to the open weight labs.)
Study from the best in the game.
Databricks grew like no other SaaS.
↓
Ali Ghodsi never wanted to be CEO. In 2015, he was interviewing for a professor job at Berkeley when the @Databricks board handed him the interim title. Revenue that year was $1.5M.
This episode with @alighodsi will go down as one of my favorites. 10 things I took away:
1. Focus the entire company, orders of magnitude of attention, on its single biggest bottleneck. Like a laser, almost to an extreme. The cycle is 1-3 years, not weeks. If your focus changes weekly, then you’re just in firefighting mode.
2. There is nothing worse than a conflict-averse CEO. They are wonderful people, but they are in the wrong job. Conflict is the gym for a CEO: nobody likes it, but everyone has to go.
3. Study your enemy carefully, understand their weaknesses and apply your strengths to those weaknesses. Snowflake had 2x his revenue. He didn’t copy them. He found three weaknesses (proprietary, no AI, expensive) and hammered them account by account for four years. Watch the competition, never follow it.
4. The concept of a Lakehouse was ridiculed internally and online. No one wanted to market with this new term. So he made the whole company religious about it anyway, killed the ads that converted better without the word, and put it in the sales comp plan. It worked. All hands on deck, no exceptions.
5. Be willing to take a step back for a much bigger vision, even when the company is already succeeding. At multiple hundreds of millions in ARR, he was unhappy, because the vision he pitched investors wasn’t the company he was running. So he took one step back to go ten forward.
6. On the flat org, player-coach model that a lot of people have talked about this year: “it’s BS.” Separate how the company thinks (AI, ontology) from how the humans get managed (they are after all, still humans). His staff meets 3x a week. I asked if it could just be coordinated in a Google doc. His answer: do you meet your wife and kids, or coordinate that in a Google doc?
7. His test for a sales leader: can they build the car, or just drive it? Ron Gabrisko, the Databricks CRO, had seen $0→50M and $50→100M+, and hadn’t changed jobs in 10 years prior to joining. Now he has been the CRO for over a decade. He built and drove the car the whole way. That almost never happens.
8. Hire execs ahead of the curve because by the time you need them, it’s too late. A real search takes 6-12 months. The extra time helps you increase false negatives and decrease false positives. Do an insane number of backdoor references because 80% of ‘front door’ references are bs.
9. The best salespeople are not super technical, so stop trying to force them to be. Square peg, round hole. The best win with professional aggression, high EQ, and mapping the real power base (how decisions get made high up in an organization), not technical depth.
10. Yes, your best AEs will annoy people. One of the first at Databricks got a meeting nobody could get, but got banned from the customer’s building for it. He told Ali, “what are you complaining about? I got the meeting.” Professionally aggressive is the bar.
One bottleneck, zero wussing out. He reminds me of @elonmusk that way.
Chapters
0:00 – Introduction
1:22 – The secret CEO search and why the board bet on a founder
4:11 – Professor or CEO? Always taking the harder option
8:18 – Pour everything into one bottleneck
12:16 – Killing PLG and learning what great enterprise sellers actually have
19:09 – Hiring ahead of the curve: sales leaders, execs, and back-door references
27:02 – The Snowflake rivalry: study your enemy, never copy them
33:22 – Lakehouse: conviction, ridicule, and the case for second acts
41:02 – The killer instinct and why conflict-averse CEOs fail
44:10 – Dunbar's number and rethinking the org chart around AI
48:00 – AGI is already here — enterprises just use it as a chatbot
52:55 – Does he still code? Two days for a connector vs. three quarters
57:18 – A day in the life, and why the Monday meeting isn't theater
1:04:53 – Why Databricks will go public, just not yet
1:08:09 – Get over conflict aversion, or don't be CEO
1:11:07 – Brian's takeaways
Link to more in the comments.
Bogdan Ceobanu retweeted
Introducing Reception, an AI receptionist platform for small businesses, built on ElevenAgents.
Every missed call could be a lost customer. Reception answers every call, answers questions, books the job, and texts confirmation.
Set up in minutes just by adding your website.
Bogdan Ceobanu retweeted
My conversation with Michael Moritz, one of the great venture investors of the last 40 years.
Michael joined Sequoia in 1986 and co-led the firm with Doug Leone (@dougleone) from 1995 to 2012. His investments include Google, Yahoo, PayPal, and Stripe.
His new book, Ausländer, traces his parents' escape from Nazi Germany and helps explain his lifelong interest in what shapes exceptional people.
We discuss:
- The infamous Steve Jobs profile
- Why Don Valentine hired him
- The question he finds most revealing when interviewing people
- Monomania and the cost of greatness
- Why he has never felt good at anything
- Writing, journalism and AI
- What he learned about himself writing Ausländer
I'd recommend watching this one if you can. Michael was incredibly thoughtful and reflective throughout, particularly when talking about his parents, childhood, and the more difficult parts of his personal story.
Enjoy!
TIMESTAMPS
0:00 Intro
0:53 Family History & Identity
7:03 Survival & Outsider Instinct
18:53 Studying Exceptional People
33:50 Self-Doubt & Success
41:17 Steve Jobs & Obsession
52:50 Joining Sequoia
1:03:22 Leadership & Alex Ferguson
1:08:25 Elon Musk & AI
1:17:12 Becoming Who You Are
Bogdan Ceobanu retweeted
Hiring again at Autopilot
Looking to bring on a cracked video editor to help me make edits similar to this video
Some stats on the team you'd work with:
> 3.5M X followers
> 2M IG followers
> 500K tiktok followers
> 75M+ impressions/month
> $34M ARR
> Surplus of ideas to work on











































