Bryant Wu

One of the litmus tests for us when we consider any investment opportunity is as we've discussed before, the size of the prize. Let's assume that everything you're telling me to be true becomes true. How big is the outcome? How big is the impact on the world? And clearly man on the moon, computer on every desk, those are very quickly understood.

In a world where's there's infinite capital, the real scarcity is actually trust

First is speed. Second is a two-step process of actually disagree, but commit.

The first is probably not having a team that has the skills. You so often run into people who can't code, but want to do a startup and then don't have a co-founder who can code. That's probably the number one

Chen talks about how Network effects aren’t one singular effect, but rather made up of three distinct forces:- The Acquisition Effect which allows products to tap into their network to drive growth in users more cheaply as the network grows- The Engagement Effect which involves user engagement going up as the network grows- The Economic Effect... See more

Number two, I think, would be picking markets that don't exist

Apoorva's superpower is optimization. He's just said, "These are the 19 things we need to accomplish to make the unit economics work. And I'm halfway on this one and just laid it out."

There are multiple ways an idea can fail at scale, and to achieve high voltage, you must check each of the Five Vital Signs: false positives, misjudging the representativeness of an initial population or situation, spillovers, and prohibitive costs. Any one of these alone can sink your ship.