“Play long-term games with long-term people. All returns in life, whether in wealth, relationships, or knowledge, come from compound interest.” startupboy.com/2019/03/19/lon…

During a recent conversation about recruiting, someone I admire sent me the famous 1981 Bear Stearns memo about how the firm preferred to teach a smart, hungry kid their business than teach an MBA how to be hungry. MBAs and hunger are not mutually exclusive, but credentialism is

Request for startup; Airline seat that doesn’t require me to construct a four piece stand from water bottles simply to ensure laptop charger doesn’t fall out every 3.2 minutes

3d printing is JIT compiling for hardware

yeah go ahead...that SDR agent is a great idea, and great place to deploy capital meanwhile, real things being built...

Incredible piece by Packy McCormick and Sam D'Amico . Technological superiority in the global race for intelligence isn’t possible with model dominance alone. We must own and accelerate innovation at all layers of the stack, including the overlooked Electric Stack. Luckily, Pratap Ranade

It was an All-American day to spend in the nation’s capital

In an alternate history with no Starlink, we would all be losing our minds at how cool Amazon Kuiper is. They have 129 satellites on orbit (!), and are beaming Gbps from space... massively underrated.

Kuiper is here

In the future, there will only be three kinds of massive companies. You choose, would you rather build: ▸ transformers ▸ transformers ▸ or Transformers

Also echoes the Sequoia stat that they've invested in some ridiculous percentage of the NASDAQ

The pace of this team can’t be overstated

My thoughts on SaaS // non hardware focused funds getting into the industrial realm: Hire someone who has touched metal. Hire someone who worked in mfg // defense. Go visit founders in their factory so their data room comes alive. It’s not rocket science.

👏

New office decor

the most unserious thing one can do as a hard-tech company is celebrate on LinkedIn the number of followers they have on LinkedIn

.Arman Hezarkhani is criminally under-followed for some of the most actionable AI content rn. Am I biased? Yes. Is he my cofounder in tenex? Yes. Did I pick him as a cofounder because he's an AI genius? Also yes.

when I think about management in 2025 and what is considered “too direct”