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How good is 2025 on the Internet! What a year for new podcasts on the business of technology, first with Jack Altman and Mario Gabriele 🦊 and now John Collison (and not to mention the premium version of the 🐐Patrick OShaughnessy ) What a time to be alive

While made from a position of weakness and partial desperation, you still have to respect Zuck being unafraid of making big talent moves in the pursuit of greatness theinformation.com/articles/meta-…

At this point I’m reading this Druckenmiller quote to myself every single day Sometimes twice a day

"Real growth happens when you stop needing the bread."

Lachlan Olbrich #55 to the Chicago Bulls! This is a massive outcome for the big man, and the result of an outstanding pre-draft process, which included great performances at the G League showcase and NBA Combine.

Increasingly think this might be the most important chart in the world right now

He literally called the bottom.

Look who just made it into the top 20 of the world’s largest economies. Welcome to the top, Poland.

78% of Summer League games in Vegas (47/60) will have an NBL/Australian connection on their roster, by my calculations at this point in time. That is really cool.

QOTD 😂 doug leone : "The thing we look for is second time founders who had a modest M&A exit. It's one thing if you've got second time founders who maybe built a $40B company and they have the summer house, the third wife, want to go play in LA. But second but second time

Index Ventures doesn’t get enough credit. Largest shareholder in Wiz, second largest in Scale AI, largest in Figma, all are generational >$15b exits within 4 months. Top 3 VC firm globally, and arguably #1 IMO due to the consistency in fund size and returns they put out

New Carta data: VC rounds per day are at 7+ year lows despite headlines about "record funding" in dollar terms: 📉 Early stage: 15.7 → 7.4 rounds/day (-53% 2021 peak) 📉 Growth stage: 6.4 → 3.0 rounds/day (-53%) 📉 Late stage: 2.1 → 1.4 rounds/day (-33%) 🤷‍♂️2025 early-stage

FIBA for sure has some explanation to give here on AJ Dybantsa over Mikel Brown for MVP of the U19s (not reality). But that was an impressive, clinical performance from Team USA over a really good Germany. Felt like just about everyone contributed in that Final. Really good.

What we learned from the Australian Emus campaign 👀 Michael Houben breaks down Australia's 6th place finish at the FIBA Basketball U19 World Championships ⤵️ basketball.com.au/news/what-we-l…

Carvana has pulled off one of the greatest comebacks in stock market history.

Canva is giving its 5,000 employees this entire week to ... learn AI. Take the week off from their day jobs, and just go all in on AI. Will it work? It's a bold $15M bet on AI literacy. Dedicated time, role-specific training, expert-led sessions. Reality check: One week

Twice as much progress for the same valuation with faster growing AI companies. That's value investing 😁

We used to be called Canvas Chef. When we were looking for a new name, one of our engineers explained that “Canvas” was pronounced “Can-Va” in French, and the rest was history.

As the AI startup world ripens, SBF's venture capital track record is quite amazing: Led the series B of Anthropic, investing $500M for a 10% stake. Led the pre seed of Cursor. FTX was a complete criminal bonfire but awkwardly he would be top of the Midas list next year.

There should be professional consequences for people who sign public letters like this and are proven so comprehensively wrong.