Bill Gurley @bgurley
VC @benchmark, Investor: @grubhub, @zillow, @uber, @stitchfix, @nextdoor, @glassdoor, @hacker0x01, @solvhealth, @roverdotcom, @instawork Trustee @sfiscience abovethecrowd.com Joined April 2007-
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This data seems quite unbelievable. Is it real? If so is there any reason to think it’s fine?
Are we looking at the complete transformation of TX economy? According to US Commerce @SecRaimondo yes. With @Samsung getting $6.4B in fed grants to build semiconductor hub, she said TX is getting more than factory “This investment will quite literally transform central TX.”
Sources: Tesla is focused on building a giant Texas datacenter for its robotaxi project, which is now a top priority, after postponing work on a cheaper vehicle (@FredericLambert / Electrek) electrek.co/2024/04/15/tes… 📫 Subscribe: techmeme.com/newsletter?fro… techmeme.com/240415/p23#a24…
Aaron nails this - 100% worth reading. No decision happens in a vacuum; the other variables move in response. And most importantly, as @levie lays out here, competition is ever-present. en.wikipedia.org/wiki/Red_Queen…
Aaron nails this - 100% worth reading. No decision happens in a vacuum; the other variables move in response. And most importantly, as @levie lays out here, competition is ever-present. en.wikipedia.org/wiki/Red_Queen…
Regulation can kill innovation. See our new blog on how regulatory hurdles and anti-nuclear sentiment caused cost overruns of ~$345 billion in the development of US nuclear plants - rendering nuclear energy less cost-competitive than natural gas today. arkinv.st/4aHVkqu
This “Tesla” podcast is interesting in its positioning. Claims “Tesla” hurt itself by going to China. Two HUGE items left out. First, if BYD is a challenge for Tesla it’s a MASSIVE challenge for Ford/GM. This is never discussed. 2nd, Elon always said he wanted Tesla to kick…
Great podcast. Getting communications right is crucial. Learn from the best.
Great podcast. Getting communications right is crucial. Learn from the best.
YouTube:rb.gy/ncql1g Spotify: rb.gy/fd6p51 Apple: rb.gy/t1mbez
Run don't walk. A super dense hour with @reedhastings. So, so valuable. Thanks @tferriss!
Run don't walk. A super dense hour with @reedhastings. So, so valuable. Thanks @tferriss!
Amazing time for women’s basketball. So great. Iowa LSU set records. Now look at these final four ticket prices! 👀
Serious question for the smart people on X. How do you think about the dramatic price-drop with older models on AI LLMs (they all have this). 1/60th the price is unprecedented. Does this imply a super-steep demand curve? Supply glut? How would a microeconomist evaluate it?
BREAKING: The Biden Administration will provide a $1.5 billion loan to restart a nuclear power plant in Michigan, which would be the first time a nuclear plant has been re-opened in the United States.
Here are the podcast pointers for Episode 5.
Here are the podcast pointers for Episode 5.
Harry Stebbings @HarryStebbings
216K Followers 339 Following 🎤 @twentyminutevc, 🏦 @20vcfund @20SALES_vc, 😇 @PachamaInc @linear @theydohq @tripledotgames @merge_api @nexhealthhq @linktree_ @sorare @getcaptionsapp
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Jason ✨Be Kind✨ L.. @jasonlk
161K Followers 2K Following GET funded ➡ $150m https://t.co/AVvPIrIdFP🦄🦄🦄🦄🦄 LEARN SaaS ➡ https://t.co/X23R2qMajX JOIN us ▶ https://t.co/0cR8K6pxEI Founder/ceo #AdobeSign
Turner Novak 🍌🧢 @TurnerNovak
167K Followers 3K Following investing in Pre-Seed + Seed rounds at @BananaCap_ podcasting @ThePeelPod writing @TheSplit_ (sign up below)
Josh Wolfe @wolfejosh
149K Followers 7K Following Co-Founder @Lux_Capital | Trustee @SfiScience Santa Fe Inst | Chair @CiPrep Coney Island Prep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfe
Sheel Mohnot @pitdesi
116K Followers 3K Following Posting stuff I find interesting. Work: @btv_vc, leading pre/seed rounds of fintech cos. apply to our accelerator https://t.co/LSnRc5xYjD! Always up for adventure.
Ryan Petersen @typesfast
185K Followers 1K Following Founder and CEO of Flexport, Venture Partner at Founders Fund
Tren Griffin @trengriffin
97K Followers 542 Following I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Daniel S. Loeb @DanielSLoeb1
124K Followers 984 Following Investment analyst at Third Point LLC since 1995. Former crypto enthusiast.
Matt Turck @mattturck
95K Followers 2K Following VC at @FirstMarkCap. Links to my blog, podcast and events: https://t.co/HAX12dVijm
Brad Gerstner @altcap
126K Followers 857 Following Founder - Altimeter Capital. Luck befalls the curious mind. Counting life in days and acts of kindness. Views here personal.
Brent Beshore @BrentBeshore
116K Followers 1K Following @PermanentEquity // @CapitalCamp // @MainStSummit // Author of "The Messy Marketplace" // Former atheist who now follows Jesus
Tweets from Zach Wein.. @zachweinberg
59K Followers 349 Following I do healthcare & tech stuff. Founder of https://t.co/uJTXjZVNJt, Flatiron Health (acq @Roche~$2b) & Invite Media (acq @Google~$81m). Invest @ https://t.co/2D00yW2Be4
Semil @semil
124K Followers 987 Following Investor via @HaystackVC focused on seed-stage investments // Venture Partner w/ @LightspeedVP
Tanay Jaipuria @tanayj
58K Followers 2K Following partner @wing_vc. opinions, analysis, and banter on technology and business
Mike Maples, Jr @m2jr
84K Followers 7K Following Unearthing the mysteries of outlier startups. Partner @floodgatefund. Unabashedly grateful to live in the USA.
Claÿton Fuller @_ClaytonFuller
314 Followers 795 Following Partner at @studiofreight ⚡️Spotting dots ⚪️
Naif | Alpha and 100x.. @InFocus_SA
3K Followers 103 Following Business Agnostic | Leveraging the experience in Oil&Gas, Telecom, and Financial sectors to identify potential opportunities. مهندس بسيط | باحث وقارئ نهم . .
Adam Edris @mistere230
107 Followers 429 Following
Sibel Kara @SibelKa50650426
173 Followers 807 Following
Angela Miller @Angela61001
2 Followers 60 Following Don't stop yourself. They're still going while you're resting
PGY @getovahit
686 Followers 605 Following Physician-Scientist, Techno-Optimist, Cinephile, 35mm Snob, and Vinyl Purist who studies the secret of life.
📈 @aryowisnnu
298 Followers 627 Following
lol @lol293732193434
0 Followers 0 Following
cs50dev @cs50dev
56 Followers 50 Following
Ajeet singh @AS15228060
2 Followers 180 Following
zygon @zygonzy
0 Followers 236 Following
ETHAAAA @etheshw
47 Followers 1K Following
timbeiko.eth @TimBeiko
128K Followers 919 Following (summer of) protocol {support | guild | fellowship} ☀️
Amir @Amir84044293
23 Followers 85 Following
Crystallize @CrystallizeDeFi
0 Followers 0 Following DeFi One Day To Expiry Options (ODTE) Are Coming! Permissionless | Anonymous | Commissionless All-Star Founding Team (Morgan Stanley, Google) Stealth Building
Kaori @Kaori1673155
0 Followers 1 Following
jl @jl4270108765261
0 Followers 19 Following
Zeal Karwa @zealkarwa
115 Followers 187 Following You will find content around Finance, Startups, Business and some personal life of mom of 2😍
Gemma Davies @gdavies2
4K Followers 4K Following Advocate for #STEM, #Diversity & life changing expeditions | Building a World Class Global #ABM & #CXO practice @ServiceNow | Views are my own |🇬🇧
Jok-Yin @YinJok780126
0 Followers 15 Following
Loris Aguilar @doxxeur
5K Followers 583 Following Protecteur de vie privée | Je te doxx pour pas qu'on te doxx | Mon guide de 230 pages sur l'Anonymat est disponible : https://t.co/Qm6sMD4hjl
Yūichirō Yonahara @YYonahara39639
0 Followers 1 Following
Gari Anders Landgren @GariLandgren
5 Followers 317 Following Curious thinker; Louis-Dreyfus | Credit Suisse IBD summer analyst, @uchicago '13 Economics. Dean's List. I go by Anders! ex-Research at UMichigan.
Study Tablet @study23289
369 Followers 6K Following
Seth_9349 @S93491940
15 Followers 1K Following
SamdoBens @BensSamdo
16K Followers 10K Following Education is a Progressive Discovery of Our Own Ignorance.
prachi agrawal @prachiag_1
0 Followers 109 Following
Артем @AObolonskij
339 Followers 5K Following
Aleksi Kolehmainen @AleksiKol
23 Followers 86 Following
flyhighforfree @flyhighforfree
14 Followers 41 Following
Alex P @app_reads
0 Followers 32 Following
钰皓 tang @tang213096
0 Followers 1 Following
matchamochi mata ne @mata_ne_matcha
4 Followers 154 Following
Sam Lucid @samisquantum
35 Followers 42 Following
James Joyce @james_joyceee
4 Followers 60 Following
cary cimino @C97746Cary
676 Followers 746 Following A New Yorker, Bibliophile, Cinephile, Aesthetic, Liberal, Patriot, and Ardent Zionist.🇮🇱🇺🇸🇮🇹🇮🇱
Harry Stebbings @HarryStebbings
216K Followers 339 Following 🎤 @twentyminutevc, 🏦 @20vcfund @20SALES_vc, 😇 @PachamaInc @linear @theydohq @tripledotgames @merge_api @nexhealthhq @linktree_ @sorare @getcaptionsapp
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
The All-In Podcast @theallinpod
345K Followers 6 Following @chamath, @jason, @davidsacks, and @friedberg cover all things economic, tech, political, social, and poker.
Josh Wolfe @wolfejosh
149K Followers 7K Following Co-Founder @Lux_Capital | Trustee @SfiScience Santa Fe Inst | Chair @CiPrep Coney Island Prep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfe
Ryan Petersen @typesfast
185K Followers 1K Following Founder and CEO of Flexport, Venture Partner at Founders Fund
Tren Griffin @trengriffin
97K Followers 542 Following I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Daniel S. Loeb @DanielSLoeb1
124K Followers 984 Following Investment analyst at Third Point LLC since 1995. Former crypto enthusiast.
Brad Gerstner @altcap
126K Followers 857 Following Founder - Altimeter Capital. Luck befalls the curious mind. Counting life in days and acts of kindness. Views here personal.
Semil @semil
124K Followers 987 Following Investor via @HaystackVC focused on seed-stage investments // Venture Partner w/ @LightspeedVP
Mike Maples, Jr @m2jr
84K Followers 7K Following Unearthing the mysteries of outlier startups. Partner @floodgatefund. Unabashedly grateful to live in the USA.
Jeff Richards @jrichlive
54K Followers 2K Following Venture capitalist @notablecap, 2X founder, 4X dad, praying for @Dartmouth 🏀 return to Final Four *not investment advice *wrong often 🤞
Tomasz Tunguz @ttunguz
98K Followers 216 Following Venture capitalist at @theoryvc. Student of Startups. Author of Winning with Data https://t.co/awOpZcRsC6. Author of https://t.co/IWw3R3RVLm
Mark Suster @msuster
332K Followers 2K Following 2x entrepreneur. Sold both companies (last to @salesforce). Now @UpfrontVC looking to invest in passionate entrepreneurs.
Michael Mauboussin @mjmauboussin
134K Followers 347 Following Decisions, books, investing, mental models, complex adaptive systems, skill, luck. Adjunct Prof @Columbia_Biz and Chairman Emeritus of the Board @sfiscience
Discovery to Impact @UTDiscoveries
3K Followers 1K Following The Discovery to Impact team brings @UTAustin research discoveries into the marketplace to impact the world.
Gary Marcus @GaryMarcus
144K Followers 7K Following “A beacon of clarity”. Spoke at US Senate AI Oversight committee. Founder/CEO Geometric Intelligence (acq. by Uber). Rebooting AI & Taming Silicon Valley.
Daniela Amodei @DanielaAmodei
6K Followers 300 Following President @AnthropicAI. Formerly @OpenAI, @Stripe, congressional staffer, global development
andrewdudum @AndrewDudum
11K Followers 33 Following Founder & CEO $HIMS. Tweets on Human Rights & Climate
Andrej Karpathy @karpathy
974K Followers 903 Following 🧑🍳. Previously Director of AI @ Tesla, founding team @ OpenAI, CS231n/PhD @ Stanford. I like to train large deep neural nets 🧠🤖💥
Mikhail Parakhin @MParakhin
17K Followers 21 Following
Ate-a-Pi @8teAPi
36K Followers 2K Following self aware neuron; historian from 2130; epistemic polluter; 95 yr old man;
Sergey Fayfer @fayfers
443 Followers 201 Following head of mobile product @perplexity_ai • past: founder @getsayana (acquired by @headspace), head of product @myreplika
Landon @landon20s
6K Followers 995 Following chicago futurist. investing early @drivecapital and writing https://t.co/sJsiCf5IJb
Dante Ramos @danteramos
6K Followers 910 Following Senior editor @TheAtlantic @TheAtlIdeas, part-time Bostonian, urbanist blowhard. Always on the lookout for interesting voices and surprising arguments.
Keith J. Krach @KeithJKrach
130K Followers 17K Following Chair @techdiplomacy; fmr Under Secretary of State; Chair/CEO DocuSign and Ariba; Chair Purdue Board; VP GM; Int'l Pres Sigma Chi
Roku @Roku
244K Followers 1K Following We love TV just as much as you do. For support-related questions, tweet @RokuSupport.
University of Austin @uaustinorg
33K Followers 104 Following A university dedicated to the fearless pursuit of truth
Jeremy Sylestine for .. @Jeremy4DA
1K Followers 108 Following Democratic candidate for Travis County District Attorney. Husband, father, member of Alabama-Coushatta Tribe, Texan, defense attorney, public servant.
Pirate Wires @PirateWires
59K Followers 10 Following technology, politics, culture get the free daily newsletter 👉🏻 https://t.co/eAh13J2v0f
SpaceX @SpaceX
34.3M Followers 113 Following SpaceX designs, manufactures and launches the world’s most advanced rockets and spacecraft
Sue Rink @rink_sue14536
2 Followers 4 Following
navneet kumar @navneet83
140 Followers 255 Following
Oliver Kharraz @oliver_kharraz
896 Followers 25 Following Founder & CEO of @Zocdoc, creating the modern healthcare experience patients deserve. My tweets are my own.
𝙺𝚒𝚖𝚋𝚊�.. @kimbal
402K Followers 795 Following Entrepreneur, Chef, Philanthropist | board @tesla | Founder @TheKitchen 🥘 @BigGreen🌿 @NovaSkyStories ✨Order my cookbook! ⤵️🙏
Kristina Shen @kshenster
8K Followers 556 Following GP @a16z, former BVP & Goldman. Boards of @muxhq @pavecomp @wrapbook @sprig @matik_io @rutterapi @heyequals . Mommy of 2 naughty boys 😜
Rakesh Agrawal @rakeshlobster
12K Followers 1K Following Looking for product leadership opportunities. 0-1 product leadership.
Whole Mars Catalog (S.. @WholeMarsBlog
452K Followers 24K Following Covering tech, markets, AI, new energy, and autonomous electric vehicles 24/7
Vic Schaefer @CoachVic_UT
28K Followers 375 Following Vic Schaefer, University of Texas Head Women's Basketball Coach
Giovanni Capriglione @VoteGiovanni
11K Followers 4K Following Texas State Representative HD 98 Colleyville, Grapevine, Keller, Southlake, Westlake, Trophy Club, Euless #txlege
Dave Gerry @davegerryjr
1K Followers 3K Following #girldad x2. CEO @bugcrowd. Former WhiteHat Security, Sumo Logic & Veracode. Tweets are my own.
Thomas Reiner @treiner5
7K Followers 334 Following Partner at Altimeter Capital, Northeastern alum, curious on all things gaming, travel and leisure. Views are my own, no investment advice. Amateur astronomer
Ge Bai @GeBaiDC
1K Followers 25 Following Professor of Accounting @JHUCarey @JohnsHopkins, Professor of Health Policy & Mgt @JohnsHopkinsSPH @JHSPH_HPM, former visiting scholar @USCBO, CPA, Healthcare $
Chris Moore, CEO of F.. @ChrisMooreSport
1K Followers 1K Following
Camilla Hodgson @CamillaHodgson
6K Followers 3K Following San Francisco correspondent @FT 🌴covering Amazon, Microsoft, cloud and the gig economy / formerly covering climate 🔥🌍/ [email protected] Views my own.
Zach Dell @ZachBDell
945 Followers 816 Following Building an energy company. Formerly @ThriveCapital @Blackstone
سلمان بن عب�.. @KingSalman
10.3M Followers 0 Following الحساب الرسمي لخادم الحرمين الشريفين الملك سلمان بن عبدالعزيز آل سعود، ملك المملكة العربية السعودية
Evolve Real Estate In.. @EvolvereCa
123 Followers 318 Following Evolve Real Estate is your one stop Simi Valley real estate resource. We specialize in the Ventura and North Los Angeles Counties | https://t.co/jXKh2rdq1p
Dade Phelan @DadePhelan
31K Followers 286 Following Speaker of the Texas House, Southeast Texan, Republican, Texas House of Representatives. Sígueme: @DadePhelanTxESP.
Maxim Group LLC @MaximGrp
553 Followers 11 Following Maxim Group is a leading full-service investment banking, securities and wealth management firm headquartered in New York. Member of FINRA | SIPC https://t.co/QtrINSZMog
FibroBiologics @FibroBiologics
172 Followers 203 Following FibroBiologics (Nasdaq: $FBLG) is a world leader in fibroblast technology to regenerate tissue and treat chronic diseases.
Sophia Amoruso 3.0 @sophiaamoruso
104K Followers 4K Following Investor @TrustFundVC. Teaching at Business Class. NYT Bestselling Author. Founded Nasty Gal. Returned the dress I wore on the cover of Forbes. Pitch us ↓
Johnny Ho @randomjohnnyh
3K Followers 175 Following Cofounder, chief strategy officer @perplexity_ai. Former high frequency trader, competitive programmer.
@parkerconrad @bgurley @alexsongis @TechCrunch We at Verantos have benefited from your so-called “anti-focus.” From our perspective, you’re focusing on the right objects but with a large aperture as opposed to others.
Caitlin Clark is nearing a "lucrative, eight-figure" deal with Nike and is set to receive her own signature shoe, per @ShamsCharania
@sixerssean @sixers @JoelEmbiid I just asked Gemini and confirmed
@bgurley I don't think this is the most pressing problem for intellects like yours to be working on
@bgurley If we take out the top and bottom bars, it feels fine to us knicks fans 😜
@bgurley Most comments missing the point…isn’t about LAL style compared to GSW. Is about LAL being almost 3X rate of next team, and so far off from rest of league.
@bgurley Teams that shoot 3s and teams that take it to the hoop. Not 100% that, but a lot of it
@bgurley Warriors get no whistle. Steph is fouled all the time …
When I first attended #FIRSTChamp in 2022, I was in awe. Taking in the heart-pounding robot action, the strong sense of community and the extraordinary displays of student innovation and Gracious Professionalism, I felt grateful. I was filled with inspiration.
@JeremySWallace @bgurley @SecRaimondo @Samsung How soon is history forgotten. Once upon a time there was a company called Texas Instruments that. Wait for it. Used to make semiconductors in Texas.
Are we looking at the complete transformation of TX economy? According to US Commerce @SecRaimondo yes. With @Samsung getting $6.4B in fed grants to build semiconductor hub, she said TX is getting more than factory “This investment will quite literally transform central TX.”
Sources: Tesla is focused on building a giant Texas datacenter for its robotaxi project, which is now a top priority, after postponing work on a cheaper vehicle (@FredericLambert / Electrek) electrek.co/2024/04/15/tes… 📫 Subscribe: techmeme.com/newsletter?fro… techmeme.com/240415/p23#a24…
Nobody said LLMs weren’t useful. We said they aren’t AGI. LeCun and I are both right about that. Time will bear that out.
@GaryMarcus @ylecun It's an interesting coincidence that you are both aligned and wrong at the same time. LLMs are a kind of AI that may not be humanlike, but is extremely capable and useful.
The @behscientist just posted this beautiful tribute, Remembering Daniel Kahneman: A Mosaic of Memories and Lessons. The piece really reveals how loved Danny was. I hope for everyone to read this. You will come away knowing the man so much better. behavioralscientist.org/remembering-da…
🚨NEW POST🚨 First one after an extended wedding+honeymoon break. Enjoy! (And critique as you please!) Link in bio or 👇
here for a good time AND a long time 🤘 @shayholle15 is coming back for year 5! #HookEm
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
An extraordinary collection of lessons that Danny Kahneman imparted. Worth reading and celebrating an extraordinary life: behavioralscientist.org/remembering-da…
I’m in. Let’s win a full four-year term and keep working together to help make this city we all love even better. KirkWatson.com
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