Semil
@semilInvestor via @HaystackVC focused on seed-stage investments // Venture Partner w/ @LightspeedVP
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[quick post] The Breakout Tech Company Of 2023: @OpenAI Post: semilshah.com/2023/12/26/the… (This is a tradition on my blog for the past decade. Yes, it's a safe/boring choice & repeat of '22. I struggled w/ it this year, but end up here. I explain "why" in post.)
Locations of all the properties in San Francisco that sold for over $4MM in the last 90 days
So much G going on here.
Jensen constantly reminding Masa about losing $175B is one of my favorite bits
New @ThePeelPod out with @nakul This episode goes inside his journey immigrating to the US and building a VC fund from scratch. He also gives us a crash course in spotting force of nature founders, recruiting at the zero to one stage, and building a sales team. Special thanks…
Episode #69: Recruiting From Zero to One with Nakul Mandan, Co-founder of Audacious Ventures @Nakul is the Founder of @AudaciousHQ Prior to Audacious, he was a partner at Lightspeed, joining from Battery, which he joined in ‘09 in the middle of the financial crisis while living…
can we do bone broth happy hours instead of alcohol happy hours? maybe will start hosting these 🍲
“artists allow us to see what we are unable to see, but somehow already know…the artist’s perception reminds us of who we are and who we can be.” - rick rubin
I think this misses the most interesting plot at Palantir... Which is actually going from a consulting company to a product company - which no one does. They were smart enough (and had nice enough investors) to handle integration and change management for customers - customers…
Tesla is worth more than all of these companies combined: GM Ford Mercedes-Benz Toyota Honda Volvo Volkswagen Hyundai Ferrari BYD Aston Martin Kia Rivian Renault Stellantis Suzuki BMW Lucid Polestar Nissan Geely NIO Subaru Mazda Nikola Mitsubishi Harley-Davidson Vinfast
Unreal
Satoshi Nakamoto visited me in my dream last night and predicted that #Bitcoin would be at $84,650 on November 5, 2024. Not financial advice.
Meet Context Autopilot It learns like you, thinks like you, and uses tools like you. With SoTA context understanding, it's capable of most information work today. Watch it beat a team of industry experts:
Raw intellectual horsepower can only take you so far—emotional intelligence is needed to go the distance. It will take you further in life.
Looking to build a design engineering community. Let me know if you're interested in joining
Applovin and its Ceo Adam Foroughi might be one of the greatest story in tech. Every VC said no to Adam and he then built a $100B company. Best performing stock in 2024!
Q: Can you share 1-2 articles that have impressed you wrt to potential impact (good & not so good) of AI on education?
I don’t think any startup should announce a seed round Too easy to copy things in the early days Too much capital is flowing into the market right now Doesn’t give you that much of a recruiting or sales advantage in the early days
When I began VC, looking at BLS stats for U.S. household walletshare led me to some interesting investments; today, @ttunguz looks at BLS stats for white collar jobs being attacked by AI: tomtunguz.com/the-white-coll…
These numbers shocked me. @haystackvc we've made one adtech investment (hard to take on category risk) w/ @aashaysanghvi_ on point, and woo boy, it is working.
Add to calendar, Klay is larger than life, more than a great athlete & basketball player, a great human being yet also otherworldly and mythic.
The Warriors will welcome back Klay Thompson by giving every fan that attends Tuesday’s game a Captain’s hat and salute him before the game 🫡
I know y'all are sick of post mortems from this week's election, but it's at the least selfishly therapeutic. Here's my take. 1- People voted for their own wallets over altruism. The economy - ie cost of living - was by far the most important issue this cycle. This was…
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