Congrats to Cassidy and team!

My companies have raised $4B the last 5 yrs. It’s now time to re-accelerate. Today, I am assembling a Capital Formation team. This team will raise tens of billions to bring sci-fi into the present, reporting directly to me. DMs open. No remote candidates.

Marc Andreessen on why VCs ignore cold emails — and why that’s not unfair “The way the top-end venture capitalist firms work is they’ll basically take you seriously if you come in introduced by somebody they’ve worked with before, and they won’t take you seriously if you don’t.”

Venture doesn't run on leverage. It's asymmetric: you can only lose 1x, but you can potentially make 1,000x. In the math, overwhelmingly the error that matters is the error of omission.

I asked Ali what made Steve Jobs so unique, and he described the way that he was obsessed with doing the basics well...listening, speaking, thinking. "He worked on his own thinking. So he was not just thinking about like the business, the products, his team, he was thinking

Jony Ive: “Ideas are always fragile” “Ideas, by definition, are always fragile. If they were resolved, they wouldn’t be ideas. They would be products that were ready to ship.” The legendary designer reflects on what he learned at Apple: “I’ve come to learn that you have to

Democrats underestimated Republicans, and lost the meme war. Republicans underestimated China, and are unfortunately losing the trade war. And some in China may underestimate the free Internet, where choice can triumph over force. This requires some explanation. Let's go. (1)

Founders: Please don’t listen to this. Durable companies don’t start out by getting to millions of ARR in days. Companies that flame out do. If you want playbooks on how to build a durable company, talk to investors who have experience founding and building successful companies.

Silicon Valley is obsessed with 20-year-old founders. But there is no age limit to starting a business. While everyone thinks older people don't play, the data says otherwise:

Lol thank you

Most people are still running scarcity scripts from a world that’s already obsolete. What’s happening right now (in AI, in energy, in materials, in biology) is the shift from allocation to creation. But our political and cultural systems were built for managing scarcity: who

Experience used to be an edge. In the AI era, it can also be a trap. Thanks Dara for having me on The Library of Minds to explore how great teams stay fast, curious, and customer-obsessed.

I will respectfully disagree here. This allows for early employees to achieve stability - housing, bills, etc. I don't think it removes motivation. It removes anxiety however and creates longevity for your top talent.

Sometimes, I forget how great the Bernoulli Pi theorem is for running different scale experiments and the freedom of toggling between fundamental physical properties.

Damn. Grok has seriously up leveled its truth seeking responses and reasoning. Asked it about the limit of AI and contextual reasoning. Response in link: x.com/i/grok/share/l…

Run towards the hard truth sooner and faster.

Anthropic just took a big swipe at OpenAI's decision to put ads in ChatGPT. Anthropic is airing ads mocking ChatGPT ads during the Super Bowl, and they're hilarious 😅 Anthropic is also committing to no ads in Claude theverge.com/ai-artificial-…

Lol Sheel with the best take ever!

Questions are more important than answers.

Some of our best hires were totally unqualified on paper. They always had the same qualities: entrepreneurial, high agency, smart, mission aligned, and they got shit done. If you’re hiring, especially in early stages, seek out & bet on these people. Don’t over-index on resumes.