we are living in very interesting times where people most of the people using AI generously will become dumber and more efficient at the same time.

This is how CAC cycles work for different products too. You can start selling products at lower CAC to innovators & early adopters. But CACs increase as you target majority before the organic user acquisition kicks in.

nobody was getting funded in 2005. funding picked up post 2011 with 0% interest rates and after travis and uber proved a business model built on high CAC. it ended when rates rose. a once in a lifetime phenomenon driven by free capital and overlapping with the biggest tech

The everything app for windows is so much better than any search app I have ever seen-let aside window's inbuilt search tool which just is terrible. Recommend everyone to try it, it's lightweight, and searched for anything you type in instant.

Hey Grok According to your analysis, name 10 accounts in sequence who frequently visit my profile. Don't mention the person, just@username and the rate of number of times a month they visit the profile

I have it on good record that Meta and Zuck indeed offered $1 BILLION offers over 4 years to some of the Thinking Machines team. This is the highest any individual contributor was paid in liquid compensation in tech history.

Larry Ellison has quietly become the 2nd richest person in the world, adding an astonishing $100B+ this year What's crazy is that he founded Oracle almost 50 years ago and has managed to remain dominant in highly disruptive tech for this long Incredible staying power

Watching Ramp, Figma, Scale, and Palantir grow over the u years from a distance ...... my takeaway is that when a company is a "talent magnet" for the smartest people in your network, you should invest as much money as you can into it

there’s 10x returners, there’s fund returners, and there’s figma: figma alone returned 10X the ENTIRE FUND for not one, not two, but three VC funds:

coming soon

this 3b1b visualization of how LLMs work layer by layer is the true brain rot we never knew we needed.

Mark Massey at AltaRock Partners has quietly built one of the most impressive investing track records with 14% annualized returns over 20+ years vs. the S&P 500’s 8.9%. He has 90% of the portfolio in just 5 stocks! Let’s dive into his investing strategy and top stocks today: