I can't imagine the anxious feeling of opening up twitter and seeing "EVERYONE IS MAKING $25-50k/MONTH WITH AI AND YOU SHOULD BE TOO OR YOU SHOULD PLAY IN TRAFFIC" rhetoric. I kind of off-hand said this idea below about consistency and alpha but the more I think about it, I

whatever you do next, aspire to do something that doesn’t make sense to most at the moment.

This is huge

The biggest secret I've learned about creating billion-dollar companies is that the best ideas look like bad ideas at first. If everyone agrees with you, you’re too late.

.Naval: “I’m always struck by the Elon Musk story where he did PayPal… And he said something along the lines of: ‘I made $200 million from the sale of PayPal. I put $100 million into SpaceX, $80 million into Tesla, $20 million into Solar City, and I had to borrow money for

I've noticed a common trait amongst the most elite venture firms that stay elite: the most senior partners continue to play the ground game. They do their own research, source companies directly, take prodigious notes, write memos, dive into data rooms. They continue to take

Elon is the greatest of all time. We don’t fully appreciate it. The sheer range of what he does. And the difficulty! A few setbacks don’t matter. He’ll figure it out.

Patrick Collison on what he wishes he did differently when scaling Stripe “I think one of the most pernicious mental models you can have is that you are on some growth curve… I think a much better mental model to have is that you’re serving some market, and then there’s the

Also it will teach you to think creatively, because a difficult math proof requires a spark of genius

As a VC, you work for the company’s CEO. Your job is to do what you can to make them successful. Too often VCs get confused and think it’s the other way around. Yes, you have a fiduciary duty to LPs, but if there’s misalignment, it’s on you to flag it and work through it openly

Was certainly true of Cloudflare. Our early team was described by one investor as “the land of misfit toys.” I took it as a compliment.

Don’t build a slop machine.

Mark Zuckerberg on why experience isn't that important “I started Facebook when I was 19, so I can’t really believe that experience is all that important or else I would have a hard time reconciling myself and the company. At Facebook, we invest in people that we think are just

$$ raised is a bullshit metric, literally fake success. When investors want to give you a lot more money to meet ownership target or what ever, refuse it. Too much money will actually destroy you. Loss of urgency, over hiring and over paying, spending too much time on something

The reason Shortcut launch videos blow up is because they are made for real users. Over half of this video is just a product walkthrough. Stop making your videos for VCs.

people are notoriously bad at predicting these kinds of technology trees. 140 characters, web 2 led to giant adtech monopolies that built ai research divisions that led to the transformer. video gaming led to the company that creates H100 matmul machines at industrial scale

I’m excited to share that Conversion has raised a $28M Series A led by Abstract to build the modern marketing automation platform. Four years ago, James Jiao and I started Conversion out of our UC Berkeley dorm room. Since then, we’ve launched, pivoted, and rebuilt the

Brilliant tactic from Frank Slootman to raise standards: Ask people what they think of their own work.

I think once successful founders get liquidity they owe it to society to reinvest some of that capital into building hard, high risk, high potential things. I want to keep building cool new things that will accelerate human progress.

Your AI Agents can only analyze 1GB of data Enterprises have 1,000,000x as much data We fixed that... It took 3 years and building an entirely new execution environment to pull this off. TextQL lets AI agents analyze your ENTIRE enterprise data - not just the 0.0001% they can