say it with me now. experts are fake, smart generalists rule the world, everything is designed by people no smarter than you, and courage is in shorter supply than genius

30 seconds of thoughts on “new media” and investing becoming a content business: sometime in the past two years it became consensus that venture investing was now a media business. this revelation, of course, was a long time coming. necessarily, as any boutique investment

If you have a 160 IQ you basically have two options. You either build a derivatives exchange or you answer 1500 questions on Quora. That’s pretty much it those are the only two things you can really do

Trying to bridge thoughts from different sources & podcast given the focus around the AI buildout. How much data center capacity is actually coming online per year — and who is absorbing it? I've been trying to square some numbers across multiple sources on real, energized

Insightful analysis from Shreyan Jain on 2026 Unicorn Market Cap (data from CB Insights) 2025 = Dec 31 2025/Jan 1 2026 Looked at 👀 *Private company unicorn market cap by year *Bay Area is the GenAI supercluster with 91% of global AI private market cap in a 1 hour radius!!

Giga is one of the first great AI companies to come out of India. Here are some crazy stories Varun Vummadi shared: 1). He came from a poor background, but made $100k winning kaggle competitions. 2). To start Giga he turned down an insanely high paying offer from a high

Discutez un peu avec des médecins, des avocats, avec les gens qui ont les bonnes places au théâtre. À part quelques daronnes passionnées, le niveau culturel Français est au sol. Même les profils trentenaires en cabinet ministériels, qui lisaient à Sciences Po, c’est zéro aussi.

L'Édouard Louisation de la politique française, c'est quand un gamin fils d'une aristocrate russe et d'un réalisateur, ayant fait toutes ses études dans le VIe et VIIe arrondissement, essaie de nous faire croire qu'il a eu la vie dure.

QXO is acquiring TopBuild for $17 Billion QXO is set to become the 2nd largest publicly-traded building products distributor with $18B of revenue and $2B of Adj. EBITDA following the transaction $QXO $BLD

was watching a video of how some ppl got affected by psychosis caused by AI chatbots. like these ppl became actually crazy. I’m sympathetic but at the same time I can’t help but to think this all could be solved if they take one linear algebra class

This 50 ft Prometheus will soon be shipped to the USA. It costs around 1 million to build. We want to build larger and larger Prometheus statues everywhere across the West.

I won’t stand for attacks on the GOAT… Even from a Native American woman.

BREAKING: Ankur Nagpal & Naval launch USVC, a new public venture fund built by AngelList

Naval Pretty much the worst possible structure for a legally issued security in the U.S. Market: the non-traded Closed End Fund. Congratulations, you found the grift pile sitting right next to non-traded REITs and BDCs. Enjoy the 3% sales load!

holy fuck, a hair dryer at a Paris airport broke Polymarket weather markets & made someone $34,000 richer - polymarket was settling Paris temperature bets on a single Météo France sensor sitting near the Charles de Gaulle runway perimeter - basically unguarded - the guy bought

many such cases…

Founders Fund = Peter Thiel A16Z = Peter Thiel Sequoia = Peter Thiel YC = Peter Thiel Thrive Capital = Peter Thiel That guy angel investing from his garage? Believe it or not, that’s Peter Thiel

Who’s next on the PE SaaS wipeout list? UserTesting, Pipedrive, Salesloft, iCIMS would be my top picks.

Medallia. It's official. Thoma Bravo handing the keys to creditors. $5.1B in equity wiped out. This is the 2021 software vintage in one deal. Zero interest rates. Maximum leverage. Sub-30% LTV. What happened to the cushion? Wiped out before the AI thesis even fully played out.