Another thread of maps I like. This time we are looking loosely at the Indian sub continent. Included are India, Pakistan, Afghanistan, Nepal, Bhutan, Bangladesh, Sri Lanka and Myanmar.
First up, Rivers! 1/13

If you have to move to North America and still want to have the same climate as back in the old country.

Founders don’t have careers.

“Be at ‘AI parity’ w/ your competition.”

“Action Produces Information” is a great mantra.

Most VCs: Times are tough, IPOs are broken, liquidity is rare

Blackbird: oh yeah btw we sold $800,000,000 of shares for cash the other day

Drought free California from space.

What a sight.

First-time VC funds fall out of favor

New GPs from past 3-4yrs will race to raise hoping LPs will re-up on paper marks + stories to give them a chance at a 2nd fund

a FEW will convince
MOST will shut down––
with I predict less than $6B total raised in each 2024/2025

Today Astranis Space Technologies is introducing a revolutionary new satellite for high orbits.

We call it Omega.

It is pound-for-pound higher performance than any satellite on orbit today. First flight unit will be completed next year, with launches starting in 2026.

It is true, Silicon Valley likes brevity. Only necessary information, no more. The shorter the email the more likely it is to be read and replied. Shorter the deck, more likely it is to be considered. Partially a function of design thinking, partially empathy for how busy we are

A lot of VCs have known the path to IPO today vs a decade ago is more treacherous, but this quote below from an investor who knows a thing to two about public markets takes the sentiment to a new level:

Lifeguard perch at Poipu State Beach looks like it could be in the “Tiny Home” or “Unique Stays” collections on Airbnb.

If you want to get bought, you're better off hiring a PR firm than an investment bank.

I remember the exact startup standing desk I was standing at hen the news hit re: Facebook buying Instagram. $1.2B or something like that. What a deal… I’ve always wondered what it would be if it were now spun out, but last point is true, too - that FB helped supercharge growth.

When you have twin boys & they decide on a whim to ask the barber for a mullet, the % of people in your nuclear family who now have mullets can increase dramatically.

We're offering 5,000 free passports (equivalent to $5 billion in our passport program) to highly skilled scientists, engineers, doctors, artists, and philosophers from abroad.

This represents less than 0.1% of our population, so granting them full citizen status, including…

“Electric” is just an enabling technology for cars, as transistors were to tubes (for computers).

Tesla won’t be remembered for electric cars as much as it’ll be remembered for autonomy.

Summers in response to latest “hot” jobs report contends neutral rate is higher, duration mismatch w/in regional banks isn’t yet safe, deglobalization & Middle East conflict can lead to more inflation, and that Fed’s forthcoming cuts might be premature: youtu.be/2Xk4uzUvPp4?si…

Been thinking how Oakland lost 3 major franchises within 5yrs - Warriors in ‘19, Raiders in ‘20, now A’s in ‘24. All incredible franchises w/ rich histories/brands. Bay Area at large is ~7.5M pop. Poor planning, tax resourcing & disjointed transit provide the kill shot.

Get ready for some weekend tweets. I haven’t had anytime lately to be on Twitter, and I miss it. First time having Starlink on flight and wow, it’s blazing fast compared to any other in-flight service.