random corner deli clears apollo bagels for a third of the price.

humanoid sports will be a top-5 most-watched category in <5 years.

The UK has a churn problem - leaky bucket 🪣

attention is all you need. 👇 ARR is all you need. 👇 retention is all you need.

ads on fundraising rounds - top signal?

this might be peak brain-rot content, TikTok has nothing on this.

another year under the sun, a few reflections: 1. you can just do things. most limits are self-imposed. 2. the people around you shape who you become. You need to be meticulous about choosing the ones who take risks and are pushing themselves hard. 3. finding the right life

roughly everyone in venture / tech has the same information diet and it shows. same blog posts, articles, podcasts, leading to homogeneous takes. reminder to change it up :)

product innovation is overdue in venture. it’ll come as tech becomes a larger % of GDP. youtu.be/EDzh4JYPLjQ

good case of selection bias: growth rate at ~$3M ARR for the companies Nichole’s seeing are likely slower. also, series b metrics are definitely not 3M+ ARR in the current market.

early-stage investing today is a lot about filtering for who’s building something that’s still around in 30+ years

the rigor and depth of ricardo's thinking reflect his genuine passion for the craft. highly recommended read.

Saurav & team are n of 1

lighting is underdiscussed

still holds true today.

you don’t get fired for buying IBM :)

amir is one to watch, and he's only 16! rising star, mark my words.

extropic.ai/writing/thermo…