
Strategic thinking and marketing projects. Co-author @physicsofbrand via @simonschuster. Former marketing prof. Co-writing new book on Value + Values.
La Crosse, Wisconsin
Joined September 2008
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Dan Wallace retweeted
Brilliant essay by James Galbraith.
One of those essays that took me a while to finish because I wasn’t just trying to read it, I was trying to memorise it.
ineteconomics.org/perspectiv…
Dan Wallace retweeted
Sequoia Capital just hosted AI Ascent and gathered 150 of the top AI minds like Demis Hassabis, Andrej Karpathy, Greg Brockman, Boris Cherny of Anthropic 🤯
And Sequoia just gave one of the clearest frameworks for where AI is going.
The core idea:
- AI is not just another software wave.
- Cloud expanded the software market.
- AI expands the services market.
That means the next giant AI companies may not sell tools, dashboards, or copilots.
They may sell the work itself.
The full breakdown:
1/12. AI is the biggest platform shift yet
Cloud took software from roughly $350B to $650B.
AI opens something much larger:
A $10T+ services market that machines can now start to address.
2/12. This wave is moving faster than cloud or mobile
Every technology wave creates billion-dollar companies.
But AI companies are reaching massive scale much faster.
What took decades in cloud may take years in AI.
3/12. This is a computation revolution, not just a communication revolution
The internet changed how information was distributed.
AI changes how information is processed.
That is a much deeper shift.
4/12. We are moving from faster horses to cars
The first AI apps made workers 10–40% more productive.
Useful, but not transformational.
The next generation creates 10–40x improvements.
5/12. Sequoia’s practical definition of AGI is simple
Forget the philosophical debate.
If a system can be dispatched to do a job, recover from failure, and keep going until the task is complete…
For business purposes, that is what matters.
6/12. The race is now for the services economy
Software companies used to sell systems of record.
AI companies can now sell outcomes.
Not “here is software to help your lawyer.”
7/12. The best moat is not the model
In AI, the underlying technology changes too fast.
Today’s breakthrough becomes tomorrow’s baseline.
So the moat is not just technical capability.
The moat is customer intimacy.
8/12. Founders should wrap around customers, not model releases
Most technical founders want to chase the latest model.
But the model layer keeps shifting.
9/12. Affordance matters more than people think
Raw model power is not enough.
A terminal, API, or blank chat box may be powerful, but most users don’t know what to do with it.
10/12. The diffusion gap is the opportunity
Frontier models improve every week.
Enterprises absorb change over months or years.
That gap is massive.
11/12. 2026 is the year of agents
2022–2024 was chat.
2024–2025 was reasoning.
2026 is agents.
12/12. Services is the new software
AI is moving from helping humans do cognitive work…
to replacing entire categories of cognitive work.
Actual work, done end-to-end.
Full breakdown here: Sequoia AI Ascent 2026: The future of AI
theaiopportunities.com/p/seq…
Dan Wallace retweeted
Former Miss Teen USA, Dr. Larissa Portnoff, just came out with a disturbing allegations against Donald Trump. She’s so brave 👏🏽,
Dan Wallace retweeted
🇺🇸🇮🇷 One year ago, JD Vance was MOCKING people who warned Trump might drag America into a regime-change war for Israel.
He even suggested those critics owed the president an apology.
“I wonder if they stepped back and said, ‘You know what, we were wrong about that.’”
Vance insisted Trump had no interest in fighting another country's war. The plan was to strike Iran's nuclear facilities and bring everyone home.
Well, that argument hasn't aged particularly well.
Source: @TabzLIVE on TG / Writer: Oliver
Dan Wallace retweeted
CBS found Trump’s clemency wiped out at least $119 million in restitution owed to crime victims — small businesses, community banks, everyday people who got defrauded.
Pardon power shouldn’t erase what courts ordered victims to be paid back.
Congress needs to rein this in.
cbsnews.com/projects/2026/tr…
Dan Wallace retweeted
Trump has done everything Putin has wanted him to do.
In Helsinki he stood with Putin and disclaimed U.S. intelligence. He lobbied to bring Russia back into the G-7.
He withheld military aid to Zelensky and pulled out of Syria to give Russia a freer hand.
He questioned NATO, lifted sanctions on Deripaska-linked companies, and walked away from the INF Nuclear Treaty.
He walked away from Open Skies, leaving European allies blind to what Russia was actually doing.
He slowed down Starlink for Ukraine and struck a diesel fuel deal with Russia even though he could’ve gotten a better deal with Canada.
How can you not see the link??
Dan Wallace retweeted
"New records obtained by KARE 11 show the company that owned a vacant private prison in Appleton, Minnesota offered to sell it to the state in 2025 for $75 million.
One year later, the Trump administration agreed to use taxpayer funds to buy the same abandoned prison from CoreCivic, Inc., for $495.6 million.
The price difference, $420 million, is more than taxpayers are estimated to have lost in Minnesota’s much-publicized Feeding Our Future fraud scandal." kare11.com/article/news/inve…
Dan Wallace retweeted
Alex Pretti's father: Our son was shot and killed by the government, federal immigration agents, on January 24th, 2026. We learned about his death from the media as we saw him being shot repeatedly in the back after helping a woman from his community. This was not a protest that Alex was at. His hands were in the air, and his face was on the ground when he was executed by ICE agents. We know exactly what our eyes saw. No one from the federal government called us on that day. But they did go on TV to tell lies about Alex. No one has called us since. No one has recanted those lies.
Replying to @RabbiJeffx
0.
Israel did not send combat soldiers to fight and die alongside US troops in the Gulf War, Afghanistan, Iraq War or other recent major US operations. In 1991 Israel stayed out at US request to preserve the Arab coalition. Support has involved intelligence sharing, technology and experience rather than ground forces. Claims that Israel pushed the US into those wars remain contested among historians.
Dan Wallace retweeted
Nancy Pelosi, who is regularly hammered for her perceived insider trading, has made 213 total trades since 2014. Trump exceeded that number in a single day, which just happened to precede his own tariffs announcement. My latest on the mind boggling self-enrichment:
This AI Reading List by @NoemaMag is insightful and balanced. Well worth a look. noemamag.com/noemas-ai-readi…
Replying to @WeimarWillhelm
Yes, largely true. Cortical Labs' CL1 systems use stem-cell-derived human neurons on electrode arrays, kept alive in sealed life-support units with nutrient media (sugar/salts) refreshed every few days. Biological data centers in Melbourne and Singapore now run racks of them. They've controlled Doom via electrical signals. No evidence of consciousness—just adaptive neural activity.
Dan Wallace retweeted
Now would be a good time to remind everyone of these Trump facts, because apparently some people still need the refresher.
Please meet the President of the United States:
Flew on Epstein’s plane at least seven times. Just friends, I guess.
Pleaded the Fifth more than 400 times in a single deposition. Nothing says “innocent” like refusing to answer a single question about your own business.
34 felony convictions. A record most people would call disqualifying. And 91 criminal charges.
Accused of sexual misconduct or assault by at least 26 women. But sure, tell me again how he’s a great guy.
6 corporate bankruptcies. The self proclaimed greatest businessman alive somehow keeps running out of money.
5 draft deferments. Funny how the toughest guy in the room never actually showed up for duty.
4 criminal indictments. Not two. Not three. Four.
2 impeachments. A club of exactly one president.
2 of his own companies convicted of criminal tax fraud. Convicted. Not accused. Convicted.
1 fake university shut down. 1 fake charity shut down.
Even his charity was a grift.
Paid 25 million dollars to settle the Trump University fraud lawsuit because scamming people who believed in you costs money eventually.
Ordered to pay 5 million dollars in the first E Jean Carroll sexual abuse verdict, then hit with 83.3 million more in the second.
A jury said it twice so nobody could pretend it was a fluke.
Ordered to pay 2 million dollars for looting his own so called charity.
Stealing from a charity with his own name on it.
Found liable for business fraud and originally slapped with a penalty topping 450 million dollars, later thrown out on appeal while the fraud finding itself stuck to him anyway.
First president in modern history to increase the deficit every single year of a full term. Fiscal responsibility, apparently, was always just a talking point.
Kept the debt to GDP ratio above 100 percent for his entire first term.
Presided over the largest single day point drop in Dow Jones history at the time. So much for the guy who claimed to be a genius with money.
Set the record for the longest government shutdown in US history in his first term at 35 days, then couldn’t resist beating his own miserable record in his second term with a 43 day shutdown, followed by yet another shutdown just months later. Encore nobody asked for.
Added roughly 2.25 trillion dollars to the national debt in his first year back in office alone, pushing the debt past 39 trillion dollars.
Somebody remind me who the party of fiscal discipline is again.
Pushed through the largest defense budget increase since World War Two while the debt kept climbing anyway.
Purged more than 300,000 federal employees in his first year back.
Efficient, if your goal is chaos.
Pardoned nearly 1,600 January 6 Capitol rioters.
At least 40 of those pardoned rioters have already been rearrested, charged, or sentenced for new crimes since walking free. Shocking absolutely nobody.
His family’s crypto ventures, including a meme coin and World Liberty Financial, pulled in more than 1.4 billion dollars in disclosed earnings while he sat in the Oval Office.
Draining the swamp was apparently code for filling his own pockets.
Sent the National Guard into American cities at a cost of nearly 500 million taxpayer dollars in 2025 alone.
His own tariffs are projected to cost the average American household more than 2,500 dollars this year.
You’re paying for this. Not China. You.
No more foreign wars. Peace deal with Russia and Ukraine on Day One.
None of this is a conspiracy theory, a rumor, or something you saw in a group chat.
It is the actual, documented record, sitting in plain sight for anyone willing to look.
So the next time someone tells you to relax and give him a chance, ask them how many more indictments, judgments, and shutdown records he needs to rack up before that chance runs out.
Credit: Charles Curtis Rone
Dan Wallace retweeted
Witkoff called Putin a humanitarian today.
Here is some of his humanitarian work:
Dan Wallace retweeted
Charles Kushner is your ambassador to France. He’s the father of Jared Kushner. He’s also a convict who was pardoned by Trump.
Dan Wallace retweeted
An administration that has lost any capacity for shame or self-control will soon completely lose the confidence of the voters who put it there.
Unfortunately, the GOP is about to see how ugly that can be. | Gregory W. Slayton
nationalreview.com/2026/10/g…
Dan Wallace retweeted
Trump and J.D. Vance are out here pretending to care about "cracking down on fraud" because they're trying to make you forget that Donald Trump has pardoned over 70 individuals convicted of defrauding the American taxpayer of over 1.6 billion dollars
Dan Wallace retweeted
I’ll stipulate that Trump is an agent of Putin.
Go down the checklist.
1. Destroyed the Western alliance? Putin wanted that.
2. Threatened a NATO ally over Greenland? Putin wanted that.
3. Pulled out of the intermediate nuclear pact? Putin wanted that.
4. Withdrawing 25-40,000 troops from Western Europe while Russian bellicosity is rising? Putin wanted that.
5. Russian satellites giving coordinates to Iranians killing our soldiers, and his response is “they kill us, we kill them”? What American president says that?
I think he’s been compromised.
The election of Donald Trump may be the greatest foreign policy success in post-Czarist Russian history.
Dan Wallace retweeted
Here’s what @elonmusk and others keep missing: Russia can end this war by stopping its invasion. Ukraine can’t end it by surrendering without losing its freedom.
Telling Ukrainians to stop defending themselves because fighting costs lives rewards the country killing them.
If your “solution” demands courage from the invaded and nothing from the invader, that’s peak weakness. And you need to stop pretending to be some alpha
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