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be me, be VC

@beMe_beVC

A pseudonymous chronicle of one investor's work and thoughts in Silicon Valley. Not a parody, an imperfect how-to.

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This account is written for people who want a mental model of what it means to be a VC (that probably includes other VCs, aspiring VCs, founders who want money from VCs, and people in tech who wonder how this all works). I'm learning as I go...


A lot of the smart people who thought they'd co-opt Trump during his second term are waking up to what their vote meant since Gabbard and Hegseth were tapped for DNI and SecDef. Von Papen thought the same of his pet buffoon. You made your bed, now sleep in it.


Russia's going to slaughter Ukraine, Trump's ego will be offended, and the US will start funding the war in earnest again.


One party ran a whiney intersectional pantsuit with a record of failure in national campaigns. The other ran a larger-than-life figure insatiable for approval. It's baffling to watch the dems in a Mexican firing squad arguing which policy tweaks would have won the election.


London Breed has been one of the stupidest, most arrogant, most corrupt leaders of San Francisco in many decades. This week, her regime ends, and Willie Brown's legacy shrinks further. politico.com/news/2024/11/0…


One party decided that whites and males were bad and white males worst of all; the other didn't. The question is whether the people who lost in a landslide can find a bigger message than identitarian pseudo-justice.


I am sorry to report that my child, who is in grade school, is the only kid who knows how to consistently regulate his emotions (according to his teacher). this is a typical american classroom in the east bay. i don't what we're doing, or how we think these kids will learn.


conjecture: the commodification of code will lead to programmer certifications -- ie software as a licensed profession -- in order to satisfy insurance companies seeking. code not written or approved by licensed professionals will not be covered in case of outage or breach.


most plausible conspiracy theory heard today: MSFT and OAI are waiting to release radically better voice AI until after the election.


If you grade on a curve, students help each other less. If you fire on a curve, your employees will help each other less. This is fatal to collaboration.


As a founder, if you can't organize, you can't prioritize. And if you can't prioritize, you'll never move down the critical path. Can't emphasize how much just stack-ranking the most important tasks, and doing the top ones at the expense of all else, will move you forward.


Every founder has the engineering team that s/he deserves. That is, if they are burned out, dissatisfied, looking for a new role, then hey, that's the culture and company you built, buddy.


one of my main objections to EAs/rationalists is that they resemble the scholastics. they prefer long chains of reasoning, and believe in them. their commitment is to analysis through rhetoric, and that's also their fatal flaw. the complex systems they want to reason about are…


everybody has trauma, nobody gets a pass. the weird thing about our time is that a universal condition has been deemed so exceptional that is serves as an ejector seat relieving us of adult responsibilities.


Deals billed as "exciting opportunities" are never either of those things. I don't know what school of deal-making trains people or bots in that language. It's a hundred foot high red flag.


You wouldn't believe what a con so much lobbying is in DC. People living off their supposed social networks and doing no actual work.


be me, be VC Reposted

Apple took longer to finish the China Cycle, but it eventually did.

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🇨🇳📱🇺🇸 - Apple's iPhone is losing ground in China as domestic competitors gain market shares • Top five smartphone brands in China are all Chinese - Vivo, Huawei, OPPO, Honor and Xiaomi • Highlights China's growing drive for tech self-sufficiency, with western brands pushed out

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Hard to overstate how creepy it is to be on a Zoom call with someone younging their age down with filters. total uncanny valley and it just makes me think they're they're obviously hiding something. weirdly, on the same day, had a call with a clearly botoxed founder: also cringe…


Almost everyone outside VC would be surprised at the ratio of time investors spend raising money, marketing their next fund, appeasing and appealing to their LPs as opposed to working dealflow, learning about new industries and supporting their companies. It's eye-opening.


the crazy thing about the simulationists is that they believe they need some objective argument to justify simulations *really* existing. i mean, the mind is the simulation. that's all you need.


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