x.com/pippastevens13…

this is a classic example of increasing labor productivity through automation and technique, raising the marginal product, raising wages

Welcoming all new founders to SF! Everyone genuinely wants you to feel welcome. But pls make it easy to do so… Enter: Forwardable Email Many other esteemed folks have written about this over the years 👇 x.com/traestephens/s… x.com/jamescham/stat…

Wow. Understanding reality is a good baseline for anyone that sets policy.

Exceptional overview of Adventure Capital...with some nice callouts to Reindustrialize and our friends at New American Industrial Alliance. Seriousness is back on the menu.

It’s comical that each of these books appeared at the same time to lecture their side about its flavor of stupidity. Listen you idiot lefties: growth and building are good. Listen you idiot conservatives: the market alone is a terrible tool for determining the ends of society.

CHINA JUST WEAPONIZED THE ENTIRE RARE EARTH SUPPLY CHAIN get used to reading chinese MOFCOM bulletins because they're writing american industrial policy now. announced today: any product containing >0.1% chinese rare earth materials needs beijing's approval before re-export to

🎉 Congratulations to the incredible team at Spellbook for reaching another amazing milestone! Thrilled to see Keith Rabois and Khosla Ventures leading this round. Keith is the perfect match of legal experience and legendary investing judgment. And Keith’s framework for startup

Not the least bit surprising for anyone designing these embedded systems. How many years have builders been warning about this weaponization potential of our mining supply chain.

In retrospect, it was understandable why we took a shot at the time during the optimistic 1990s but it then took far too long to admit it failed. Today we are suffering the consequences - the weaponization of interdependence will only get worse if we don’t act decisively.

Wow. JPMorgan is launching a $1.5 Trillion initiative to boost critical industries in America: “It has become painfully clear that the United States has allowed itself to become too reliant on unreliable sources of critical minerals, products and manufacturing.” -Jamie Dimon 🇺🇸

Bingo.

Really fascinating piece by afra looking at the books that shape China’s tech leaders. Many are the same ones that inspire Silicon Valley tech leaders, but many are also distinctly Chinese. asteriskmag.com/issues/12-book…

Mike Solana Long time SF resident. Admire the optimism and broadly agree. But, the public school system needs major attention / overhaul. Graduation rates of SFUSD at 68% is far below the best public schools in America; same w chronic absenteeism. Why isn’t this the best run public school

At the beginning of Autopilot we did not know what we were doing nor what we could have accomplished. Looking back, I am glad we tried. The difference between academia and engineering is that the later has shown ingenuity to defy the odds, industrializing the magic.

Gundo founders have this raw purity in focus on mission. They are now willing capital markets to come TO them. Rep. Ted Lieu : your district is a job-creating machine. And it’s just getting started. This is the best of America! ht/ Discipulus Ventures

Thank you to our investor judges Ashwin Lalendran, Claire Liang, Dylan Schuler, Matias Zorrilla, Maxine Minter, Stu Smith, Petra Griffith for joining us! 🙏 And thank you to our partners Fenwick and Google for their continued support for our founders!

From the horse's mouth. Gina Raimondo, previous US Secretary of Commerce, on how sanctions on Huawei were completely ineffective (): "[We] thought we were going to hobble Huawei, it came back stronger than ever, making incredible chips" She also added that

Sitting in jury duty at SF Court House today and in front of me is … Michael Moritz SF 💙