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With the AI productivity unlock, it’s now 100% about culture building. Nothing more important. Hiring, performance management, and the hardest of all: firing

If you care about the state of high tech investing circa 2025, you may find this interesting. I cover all constituents - founders, VCs, LPs, ordinary investors, regulators, bankers. Something for all.

Spot on!

Boom, great to see @abacum_ai moving into a new stage of scaling. Amazing founders and team, amazing product!

Anticipated and referred to this as the impending “data wars” in previous edition of Implications, but didn’t expect it to start this quickly… Data grab and protectionism underway, especially by those that don’t own their own graphs or sophisticated permissioning layers.

Cursor Founder on The Limits of "Vibe Coding" "The vibe coding style of things is definitely not something that we recommend if you're gonna have the code stay around for a really long time." @cursor's Michael Truell with Garry Tan

Some GPs are pouring $$$ into AI deals w/o valuation discipline—not always because of conviction, but also due to the likelihood of getting markups come quicker and higher than in non-AI companies. There are great AI companies, but I expect it to be really clear soon which ones

Va a ser una discusión interesante con gente que sabe, ah y yo tb estaré.

Wow

Got rid of my Apple Watch. Got rid of my Whop. Got rid of my Oura ring. Muted Bryan Johnson No more sleep scores. No more recovery scores. Optimizing every part of my life caused more stress than it solved Ironically I've never slept better in my entire life I think we are

𝐘𝐞 𝐔𝐯𝐢𝐞́𝐮 💙 #OviedoSiempreDePrimera #HoyEsReal #RealOviedo 🔵⚪️

"The battle between every startup and incumbent comes down to whether the startup can get the distribution before the incumbent can build the innovation."

Champion - noun. cham·​pi·​on Def: In an enterprise sales context, the person on the customer side who, at the exact time you're trying to close your big deal, systematically: * goes on vacation * gets a promotion in a different department, or * leaves the company.

You are spending too much time with an LLM if this joke hits the spot!

Me siento privilegiado de haber podido conversar con José María Álvarez-Pallete sobre liderazgo y propósito. Mañana estará disponible el episodio completo en Spotify y YouTube. Mientras tanto, si os perdisteis la conversación con Ignacio Rivera: open.spotify.com/episode/6CvHLS…

Segundo episodio de Close & Personal con JM Alvarez-Pallete , un privilegio compartir su historia personal, los valores que han guiado su vida, momentos en los que tuvo que tomar decisiones difíciles y qué viene después open.spotify.com/episode/2QAF6r…