Sat down with @eladgil — entrepreneur, investor and future-forward optimist. We spoke about blank slates, declining institutions, optimism, investing versus operating, the deferral of adulthood, the deterioration of speed, defense tech, human capital flows, and what happens when AI exports French... See more

GLP1s have added $1T in market cap to Eli and Novo over the last 5 years. That's 3x+ the market cap created by all biopharma startups over the last 30 years combined. This is a bit of an indicment of the biotech startup ecosystem. There are many $1T and even $10T drugs to be invented, we just don't fund them. Through no one persons fault, the... See more

My first interview with @Shaunmmaguire, Partner @Sequoia. 0:30 How Elon works 8:11 Execution speed 15:40 The 15 levels of mathematicians 25:52 How Shaun assesses founders 29:31 Starting the next Bell Labs 32:43 Why it was so hard to invest in SpaceX... See more