This is incredible. CRISPR really does enable personalized cures. nytimes.com/2025/05/15/hea…

I think there is an inherent tradeoff between providing excellent service and excellent front-end tech in service-oriented industries. Across accounting, expense GLs, banking, etc. maybe .1% of them do both extremely well

Chime launches IPO roadshow. $9.1b market cap if it prices in the middle, vs. the $25b private market valuation. VC-backed unicorns maybe are finally done clinging to their ZIRP-era valuations. Seeing this more and more.

Almost everyone I caught up with during my sf trip last week said they feel 10x safer in a Waymo vs ride sharing. Can’t wait until it reaches nyc. Every cab ride is a NDE

Leaving NYC in a few days for the foreseeable future. I will return when I have more money.

Sacrificing focus for momentum is an underrated tradeoff that I keep seeing founders make. Don’t build for the announcement. Build for the one customer that loves you. Everything else will follow

We’re hiring a Gardener at Long Journey who will report to me (woo!) and I’m so freakin’ excited about this role. Not for our office plants (they are thriving and happy). This Gardener watches over tiny bets—$50K, $100K investments —that might one day grow into generational

I’ve done much better as a lone investor after leaving KV, and since some investors follow me, I thought I’d share why I think that is. I wish I knew this 5 years ago.

The AI job loss effect is real. Wouldn't be surprised if the govt implements some form of UBI in the next 5 years. This could be hidden in the form of tax breaks and interest rate changes for certain types of businesses

Brain scans revealed the damage: neural connections collapsed from 79 to just 42. That's a 47% reduction in brain connectivity. If your computer lost half its processing power, you'd call it broken. That's what's happening to ChatGPT users' brains.

I invested in Stripe in 2010 under the premise that Stripe was an index on ecommerce and SaaS Now it looks to also be an index on AI 🤖 go.stripe.global/rs/072-MDK-283…

IBM Watson was just inches away from being the dominant AI platform If only they had 10X engineers, compute, data, AI, Demis, Ilya S, Noam S, Andrej K, Dario, Sam A, & $100B of GPU they'd have dominated this era One of those, "if only history were slightly different" moments

Grammarly makes the strangest acquisitions First next generation docs (Coda), now email client (Superhuman)

Superhuman is being acquired by Grammarly! 💜💚 Together, we will build the AI-native productivity suite of choice 🥇 We will invest even more deeply in AI and email, reimagine chat and collaboration, and build AI agents that unlock a whole new way of working. More below 👇

No AC is definitionally degrowth File under “ways to make our country less productive”

Here’s my talk on Doji at the Humans in The Loop AI Conference. I shared a bit about our vision and founding story, a product demo, and why now is the perfect time to build this. If you’re curious to learn more about Doji, this is a good place to start.

"I use AI in a separate window. I don't enjoy Cursor or Windsurf, I can literally feel competence draining out of my fingers." DHH, the legendary programmer and creator of Ruby on Rails has the most beautiful and philosophical idea about what AI takes away from programmers.

Founders: at the start, you don’t need to convince the world. You just need to convince a small group of people who care deeply.

Very soon, low acuity care won’t require doctors at all… Will free up a massive amount of time & resources for providers to treat chronic patients

After 2 great years at benchmark, I’ve made the difficult decision to leave the firm in order to pursue a new adventure. Benchmark simply excels in the craft of early stage investing and forming deep partnerships with founders. I’ll always be grateful to have had the opportunity