MotherDuck is growing up... after a year in beta, learning how to operate DuckDB as a service at scale, we're now GA. Send us your SQL, we'll give you results.

"Resilience means setbacks can't change your morale, not that they can't change your mind."

Fantastic read by Howard Marks, "There simply is no place for certainty in fields that are influenced by psychological fluctuations, irrationality, and randomness. Politics and economics are two such fields, and investing is another. No one can predict reliably what the

Simon is a great founder. Learn more about him and his journey. You are going to be hearing a lot more from him and team going forward.

"You need a cofounder" Might be the most common advice from VCs And they are wrong Of course, if you have someone you trust and that person compliments you, then having a cofounder can be a great idea But having a bad cofounder is worse than having no cofounder. After all,

The IPO window is not closed. It’s just not open for those that raised at silly valuations in 2021, have massively diluted shareholders to retain employees thereby further depressing price per share and are now unwilling to IPO -50% below 2021 valuation. Wide open otherwise!

We’re shipping!

Walter is one of the hardest working investors I know. He’s a wealth of knowledge and wisdom. Any founder would be lucky to work with him. Excited to see him open source his lessons learned over an incredible fourty year career. And he’s still on the frontlines via Firestreak Ventures

It’s an exciting day at Orb! We’re thrilled to announce our $25M Series B led by Mayfield.

Excited to partner with you here, Andy! Simon and the c/side team are building something much needed. Great write up on the importance of their mission.

Scribble 🤝 Big Sur

$125M from the DOE and State of Michigan! One big step closer to building the North American battery materials champion 🔋 🇺🇸

Let’s set the record straight on why 3rd party scripts still exist. There is a fundamental misunderstanding of the risk and how you get there.

Exceptional execution from the Poolside team and it’s still early days

“Sometimes the best way to capture lightning in a bottle is to move faster than lightning” Have taken the Soleio challenge of reading aloud the Cult of Done Manifesto from bre multiple times since and I’d encourage others to do the same. Link to the manifesto below…

A common pattern in consumer AI over the last couple years: An app that generates AI portraits of you will go viral—but then users churn after a few days. I started advising one of these apps last year called VYBE and the goal was to turn it into a durable app. We started

‘Investing is a game of reducing complexity. To me, it's a game of reducing noise. There's too much noise and I find the people that are willing to have the intestinal fortitude to dramatically reduce the noise, […] the number of people we compete with on this is very, very low’

Liu and Simon are exceptional. Thrilled for what they’re building Sunflower Capital and the founders that get to work with them! wsj.com/articles/sunfl…

we're hiring a fullstack engineer @ c/side! if you: - are obsessed with creating polished UI - love working with ts, react, tailwind, and graphql - willing to solve unique problems - want to learn about the deep-ends of the web c/side is for you 👉 cside dot dev/careers

Excited to announce our latest fund. None of this would be possible without the founders we have the good fortune of partnering with. It’s a joy and privilege to get to do this work. Elizabeth Weil Christen O'Brien Kevin Weil 🇺🇸