Planting a tree at my house 💪🌳🇺🇸

Serial founder vs first time founder 🫡

Is early-stage venture really “healthy”? Seed & Series A valuations are rising again—but the number of rounds being raised is dropping sharply. According to Carta Peter Walker Q1 2025 had: 1.Only 343 Series A rounds, down from 845 at the peak 2.628 Seed rounds, almost

Who has the data on VC backed startups that IPOed and scaled etc VS CEO that got replaced etc Jack is still an amazing founder etc creating $44B and $30B companies.

I got added to some list and am getting hundreds of direct text only random pitches… Can’t block it and get canned responses back when I ask where they got my email Booo Ai

The average person has like 3 friends ish but Zuck thinks with Ai you can have 15 ish. So many people, especially older are “lonely” which he def caused but someone else would have done it either way, so will these Ai companions be a net positive over all? Maybe.

Warren Buffett this AM: "Trade should not be a weapon." “It’s a big mistake in my view when you have 7.5 billion people who don’t like you very well, and you have 300 million who are crowing about how they have done." “We should be looking to trade with the rest of the world."

Buffett on reading financials: "That’s something we’ve never really talked about publicly, but I actually spend more time looking at balance sheets than income statements. Wall Street often focuses on income statements, but I like to study balance sheets — ideally over an 8 to

Remember 2021 when Tiger invested $75B in one startup a day? Now big funds are doing the opposite with dozens of investments highly concentrated into a few dozen startups.

$100B next year?

Why is Tesla car insurance in NYC so high?

Most diversified company!?

“Why doesn’t that old, rich guy just retire already? He must not have a purpose in life outside of money!” Like a lot of people, I used to think that way. But it’s wrong. Fundamentally, there are two things humans do: We produce and we consume. That’s it. Most of us,

If a big LP basically ETFed emerging managers and actually co-invested into best companies with meaningful allocations, they could significantly increase their returns. It would take a lot of work and be risky for that person though.

Coming for the king like Chamath and that didnt end well… Either way investing in American is different from hiring only 100% American. Stark difference between capitalism, populism and America first.

I’m all over this. Mike Wade wasn’t there. Mo Khan most certainly was. The 2 bottle service girls who did it have already been fired. I talked to Wade. He was crying. I have Mo Khan’s cell and talked to his buddy who did it. I gave them 1 hour to make it right

Who invested in Bluey? That’s def a 1000x

Emergency Press Conference - I’m sending the people who ordered the “Fuck Jews” signs at my bar to Auschwitz to learn about the Holocaust. Rather than ruin a couple 20 year olds lives maybe this can be used as a teaching moment

So Snapchat withheld guidance bc a lot of their ads are cheap Chinese goods? I don’t use the app

OpenAI is rumored to be buying Windsurf. Cursor’s now solo at a $10B valuation. Will Anthropic make a move? Will Grok/X scoop someone up? Microsoft? Google? Supabase, Replit for $5B+ The AI-native tool wars are heating up—and Big Tech’s shopping spree is just getting started