Viral Ads Require Risky, Creative, Unconventional Strategies
“The biggest reason this is so effective is that no one has done this in SF…. In order to go viral with paid advertising, you have to try something new. Take risk. Be creative. Otherwise you're paying a premium just to be like everyone else with a billboard on a highway.”
VCs Exaggerate Early Involvement to Boost Credibility
VC telling a story: "Back when we invested in the early days..." Narrator: "They did not, in fact, invest in the early days."
Fiber Lasers Turn Metal to Dust in Seconds
From @jimbelosic on bootstrapping @sendcutsend to a ~$200m revenue run rate: "The best way to cut sheet metal is with high-powered lasers. And I wanted to buy the best laser possible. You take a lot of power, and you focus it down...
Anthropic's Strategy Amid AI's All‑Out Sprint
New @ThePeelPod with @ttunguz We talk through Anthropic’s strategy, today’s “all out sprint” in AI, how it compares to prior technologies, the three layers of AI business models, where to invest today, and what Theory looks for in new investments. Thank you...
Targeting Mid‑Market Firms with a Multi‑Product Ecosystem
More on Flex's GTM strategy that's 85% organic: "We don't really give a shit about product focus. What we really give a shit about is customer focus. We have a very narrow customer persona of between $3m and $100m in revenue. It's...
Smart Founders Pivot Quickly when Ideas Prove Foolish
Pre-seed investing summarized: "If somebody super smart has gone all-in and put their whole life and career on the line for something, even if it’s a dumb idea, they’ll realize it. Smart people don’t pursue a dumb path very long before...
Anthropic Flags Illegal Secondary Market SPV Fraud
One of the things I'm most interested in knowing right now is how big the multi-layered SPV scam really is. Talk to folks directly on the cap tables of these companies, and there's not very many entities that would be enabling...
Spotting Outlier Talent Early Fuels 10x Success
New @ThePeelPod with @apartovi We talk spotting outlier talent early, how he first got @neo off the ground, investing in Cursor and Kalshi's seed rounds, Neo's multiple 10x funds, and why computer science is the best business education. Thanks to @numeral, @flexsuperapp,...
Hanover Park's 10th Hub Hiring NYC Engineers, Designers, Sales
.@hanoverpark is the 10th one Hiring engineers, design, ops, sales, and fund accountants in NYC
Investing in SpaceX SPV Lost $1M to Fraud
If you invested $1 million in SpaceX a year ago you’d have $0 today because it was actually a triple layered SPV and the GP diverted it to a mansion in LA
By 2030, Data Centers Use 10% of Golf’s Water
TIL that by 2030, data center water usage will be 1/10th of what the US golf industry uses h/t @itsvijen
Andreessen Flaunts Firepower over Tiny Seed Fund
Marc Andreessen trying to win a deal against a $50m fund: “I bet that little Seed fund doesn’t have these cannons”
Sky Data Centers: The Next Untapped Frontier
There’s people building data centers in space, in the ocean, and now VCs are building them on land. But we still need data centers in the sky. This is a wide open market.
NYC’s Historic May 1st Moving Day Shifted a Million Lives
One of the most insane things I’ve ever come across: Up until World War II, the majority of renters in NYC all moved at the same time on May 1st at 9am. This is because (almost) every housing lease in NYC expired...
Curious About the Unrealized OpenAI ICO From 2017
I doubt this will come up in the trial, but I'd love to see behind the curtains of the ICO OpenAI almost did back in 2017/2018. Would have been wild if that actually happened.