Private-to-Private M&A 1/ How we almost merged our company TrialPay, many times, while navigating the “can’t raise cash without growth, can’t grow without raising cash” problem. The embedded thread shows the surviving path, but let me walk you through several that *didn’t* work

Sequoia partner Sonya Huang 🐥 says we're going from the age of product-led growth to the age of agent-led growth. "You see this most clearly if you're using Claude Code actively. It says, 'Hey, for a database, you should use Supabase. For hosting, use Vercel.' It's choosing

ChatGPT is experimenting with advertising in their free subscription. I’m old enough to remember when Google started running ads and for a few years you could get warm leads for pennies. I also remember when Facebook launched ads and they had so many eyeballs and so few

Why does every VC job have investment banking as a preferred qualification? I spent 4 years in banking. There IS a reason. For those not familiar, here is what an IB Analyst or Associate does: 1) Builds financial models: Creates and maintains valuation models (discounted cash

Rule of thumb for investment in fundamentally solid stocks: 1. If price drops 10%, just hold 2. If price drops 20%, add 10% 3. If price drops 30%, add 30% 4. If price drops 40%, add 30% 5. If price drops 50%, add 50% 6. If price goes up 10%, just hold 7. If price goes up 20%,

Joe Rogan: "If you do the sauna 4x per week for 20 minutes at 175 degrees it’s a 40% decrease in all cause mortality… It’s great for reduction in inflammation & increase in red blood cells."

The rate of useful information someone can communicate per minute of conversation is hugely correlated with effectiveness. It’s not about talking speed. It’s about knowing what’s worth talking about, concision with those ideas, and knowing what the other person doesn’t yet know.

“Sometimes, carrying on, just carrying on, is the superhuman achievement.” — Albert Camus

The book: The lesson:

No matter what you do, they will judge you…

This is a fucking beast of an essay. Tremendous work. Pretty much everything in here is right

Microsoft Copilot sucks. So we built one that works. Today, we're launching o11 that actually reads, creates, and edits Excel, PowerPoint, and Word directly. Now we're releasing it free for anyone. Try it @ o11.ai

Anthropic raised its 2026 revenue forecast by ~20%. It now sees revenue up to $18B in 2025 and $55B in 2026, and lifted its optimistic 2025–2028 path by ~40%. On that track it reaches ~$148B in 2029, while projecting $100B+ in model training costs by 2029 and a later timeline

We’ve come a long way

Claude explains complex topics better than any AI I've tested. You can use it to learn machine learning, SQL, and statistics and go from zero coding to building ML models in weeks. Here are 10 Claude prompts that teach you anything faster for free:

Now that I've been through being a kid, growing up, and then having kids, it's clear that the main thing that differentiates people is simply whether they make an effort. Whether they're content to drift along with the current, or whether they try to swim.

Every single thing you want in life is on the other side of something that sucks. That suck might be 100 hard workouts, 100 bland meals, 100 hours of focused work, or 100 hard conversations. Embrace the cost of entry. The answers you seek are found in the actions you avoid.

Yuchen Jin I don’t let Claude Code on my codebase. It’s all codex. Would be too buggy with Opus.

Matt Shumer x.com/anatelorenzen/…