VC fake rejection reasons: •No moat •Too much competition •Come back after you get a lead •Valuation is too high •TAM is too small •Not enough traction •Your retention sucks •You’re too early Real reason: •I don’t believe you’ll win.

In 2013 Ye predicted Meta Superintelligence Lab

Prediction: Zohran Mamdani is going to usher in a New York City Doom Loop. 1% of New Yorkers covers 40% of the tax bill. If a few hundred people leave, the city will face a budget shortfall, leading to city service cuts and a significant decline in quality of life.

Trump just flew a B-2 stealth bomber over Putin’s head… Absolutely incredible.

how it feels to be on vacation in Italy earning 2 and 20 while your portfolio companies are pulling multiple all-nighters clip farming trying to escape the permanent underclass building agentic workflows for humanoid robots

buying her a sweet treat call that angel investing

people love to juxtapose "real" hardware innovation as separate from the fake economy software/computer innovation. but much of the advancements in this generation of hardware tech is downstream of computing and the improvement of various data and control planes eating the

The first woman president should be a really bitchy Jewish American Princess who wears big hoop earrings

so many hours wasted debating if free cash flow will collect at the model layer, the GPU layer, the data layer, or the app layer when it’s obvious: the only free cash flow is coming out of the 4/40 SPV layer

We spoke with Noor Siddiqui (Founder & CEO Orchid) about pioneering technology in IVF. "When doing IVF, you have extremely limited information. Only 1% of the genome is usually evaluated to make a decision about which embryo to transfer." "What Orchid does is we're the

That’s it, I’m turning off the internet

Trump with all the world leaders sitting around his desk is the best photo of 2025.

It’s a special form insanity for private foundations to supercharge the destruction of teaching math to the next generation, when that money was earned literally by the pure merit of applied math, like the money earned by Renaissance Technologies Legalize math

Incoming CEO of Target started as a finance analyst intern

If you're running a startup, sell to startups if you can. They don't have as much money, but they decide quickly, and even more importantly, they have a better influence on your product.

Exactly right

I know quite a few people in SF with a series K problem

Never deleting this app

Corporations exist primarily to generate profits for their shareholders