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"How to Start Google" (paulgraham.com/google.html) was a talk at my older son's school. It was one of a series of talks about careers. I just heard the students voted it the best one, and I'm happier than if I'd won some prestigious award.
Feels like a perfect night to post Roelof Botha’s 2005 YouTube memo to the Sequoia Investment Committee, made public as part of the Viacom/YouTube lawsuit One of the great pieces of business/investing writing and tech lore shadesofgraylaw.com/wp-content/upl…
BNP Paribas execs in any conversation:
stripe’s bankers: the ipo window is opening up. you’d be the hottest issue on the street in recent memory - it’d be a great way to build a fortress balance sheet & provide liquidity for early employees stripe: idk not right now bankers: ok lmk stripe:
sophie capital has long been calling for reform at google
sophie capital has long been calling for reform at google
the laptop is actually now owned by a complex web of corporate entities
the laptop is actually now owned by a complex web of corporate entities
ik investors tend to like capital light models, but capital intensity isn’t inherently bad. in fact, it can even be a moat in the right scenarios. let’s walk through 3 years of projected spend and see if that gets us to the next milestone
Previous job experience • 2 years laying low • 1 year thugging it out • 3 years finding myself • 1 year doing me • 2 years trusting the process • 1 year of rest and relaxation (vacation) • 2 years [strict NDA & non-compete, can’t touch energy weapons or satellites…
someone whose autistic special interest is military history will outperform someone w an MBA every time
zuck, my boy. what’s happening. idk if you saw the response to the capex guide but long story short, it’s not great. they’re saying uh, uh, there’s no cost discipline & the ROI from AI is unknown. have you seen the pic of you w the mustache? yeah i’m thinking that’s our strategy
cephalopod @macrocephalopod
45K Followers 568 Following At Octopus Capital our passion is providing best-in-class liquidity in the marketplace of ideasBenn Eifert 🥷🏴�.. @bennpeifert
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132 Followers 578 Followingmeridith ❤️�.. @crybabymeridith
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0 Followers 299 FollowingAnne Lee Skates @anneleeskates
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704 Followers 2K Following Lic. en Economía UBA. Maestria en Finanzas en UTDT. Head Portfolio Manager en Consultatio Asset Management.seravat @seravat2001
5 Followers 139 Followingtranscript_guy @transcript_guy
27 Followers 64 FollowingDiego @dwerbam
37 Followers 243 FollowingSeydoosh @Seydoosh116975
28 Followers 2K FollowingSudarshan @sudarshank2e
6 Followers 169 Following Lifting weights Books Trekking These are things that bring joy to my life. Software Develper.[email protected].. @weightpaper21
158 Followers 1K Followingavi @adahan123
135 Followers 2K Followingcephalopod @macrocephalopod
45K Followers 568 Following At Octopus Capital our passion is providing best-in-class liquidity in the marketplace of ideasBenn Eifert 🥷🏴�.. @bennpeifert
80K Followers 1K Following CIO @ QVR. Derivatives and volatility. Tweets may relate to undisclosed investment holdings. No investment advice. Anti-fascist.🅿️ @the_P_God
16K Followers 959 Following Known Pioneer of the LBO, VP Barista @ Cap One Cafe, Forbes 30u30 Most Ran Thru Men. Lover of Shareholders. Fintwit’s Dog. Coastal Elite. In the Arena. Sox Fan.Gabriel @gbrl_dick
29K Followers 1K Following cottagecore tech-adjacent young robert moses | https://t.co/9R961uPVTVtypedfemale @typedfemale
23K Followers 476 Following a really exciting new account "have you ever though you might be like scott alexander? very smart, but can't do math" - anonNemo @thecaptain_nemo
18K Followers 3K Following the human instrumentality project will not be televisedLana del Raytheon @ad0rnai
17K Followers 943 Following you exist in the context of all in which you live and what came before youLewis @ctjlewis
27K Followers 15K Following Founder @SpellcraftAI. Techno-optimist, e/acc ally. Prev @Walmart, @McDonalds. Almae matres @Wikipedia, @YouTube, @Coursera.Dimes Square Holdings.. @rvc330
18K Followers 1K Following participant in the arena of ideas, 3.46 GPA, CFA level 1 (failed)@goth @goth600
50K Followers 7K Following VP, Witchcraft and Propaganda @ 𝕏 | Magic @ 21e8 | “tweets from the void” -redacted10x’er @10x_er
28K Followers 1K Following ai, muay thai, running, lifting, climbing and still like 10 of your best guys at the officeGrace @milquepoast
15K Followers 967 Following for why do you post except for what it says about youBeff Jezos — e/acc .. @BasedBeffJezos
102K Followers 2K Following chief accelerator & founder @ e/acc // thermodynamic priest // Kardashev gradient climber // memetic warlord // building @extropic_aiJL @spooky_JL
8K Followers 1K Following Former GP @ Company of the West • financial engineering appreciator • pro-gas stove single issue voterAndrew Curran @AndrewCurran_
10K Followers 7K Following Atypically Friendly - I write about AI and human creativity. Will periodically make extremely unusual arguments.Ishan @radshaan
13K Followers 2K Following Undergrad electrical engineering and computer science. Past: sw & fw for compact access control. Current: hw & fw for FSAE cars. Getting good at getting goodnick black 🇼🇸 @nickblack
988 Followers 689 Following "...his energy and originality are usually sufficient to make up for his tendency toward the mystifying and the alienating." (Slate) drug dealer to weary AGIsEmery Wells @emerywells
11K Followers 1K Following Founder of a unicorn, @Frame_io (acquired by Adobe). Video Pro. Apple Design Award winner.Vittorio — (∞/acc.. @IterIntellectus
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2K Followers 184 Following I run an open-source experimental nanotechnology research project to make tiny objects atom by atom. Welcome!Troy Osinoff 🕺 @yo
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1K Followers 405 Following you know who i am (help me find my friends, permab& on main) "The Mother Teresa of Incels"Will @WClementeIII
720K Followers 2K Following Investing & stuff | Co-founded @reflexivityres (acq. by @defitechglobal) | Using @velodataRadnor Capital @RadnorCapital
6K Followers 1K Following Investor (generalist) for a growth-focused fund with ~$30bn AUM (long-only) | Previously investment banking at JP Morgan | CFA Charterholder | Views are my own@netcapgirl I never get tired of your shitposting
.@sfcompute office - pre scale. 4/26/24
@donniccolo @netcapgirl I wrote the book it was based on :)
@netcapgirl They stormed because of shareholder dilution
@netcapgirl Tbh too many 20 year old, recent college grads in the industry these days to be "partners"
holy shit people are actually doing this loooooooooool thats wild anyways wheres my wallet
morning lift with @dwarkesh_sp 🏋️♂️
@netcapgirl So sorry to the bankers. Your bonuses are mine this year
So sorry to the bankers. Your bonuses are mine this year.
stripe’s bankers: the ipo window is opening up. you’d be the hottest issue on the street in recent memory - it’d be a great way to build a fortress balance sheet & provide liquidity for early employees stripe: idk not right now bankers: ok lmk stripe:
customers align incentives best
ofc i understand that the current dynamics exist because of incentive structures, but the issue is that founders end up dealing w lots of “call option buyers” vs true “Capital Partners” which is what VCs should strive to be imo- partners that help founders build great businesses
something is bubbling lately. A new world is struggling to be born
tb to breaking up with an ex while we were on vacation which meant we still had to sit next to each other on the flight back (while not on speaking terms) and him chatting up and eventually getting the number of the other girl that was sitting next to him on that plane
making friends on airplanes. deep lindy
The plan: - ask the boys what the move is - get 0 replies (they have a chat without me) - have 2 beers - start watching Netflix show, get bored and try another - another beer - double text to the chat and don’t get a response - 3 more beers - darkness sets in - stare at the void
@netcapgirl x.com/netcapgirl/sta… this morning i saw someone’s uber eats on their welcome mat which they had clearly slept through. made me think of the plan
the plan: - 50 oysters to the face - two espresso martinis - start naming early 20th century physicists - a third espresso martini - play frank ocean songs long after people tell me to stop - telling my friend we absolutely have to start a fund together - sleep through uber eats
@netcapgirl The most I’ve ever had was 18. But truthfully have never challenged myself.