Max Beauroyre

1. DR has commoditized “thesis development” and “market research” in VC so larger AUM and more resources no longer an advantage


2. Everyone will rely on the same research and converge on the same opportunities (defencetech! agents! )


3. To outperform, VCs will make “irrational” decisions based on non-quantifiable “gut-feel” (crypto again?, rocket cargo?

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1. Negotiate over email as long as possible. Recruiters are essentially professional comp negotiators—they literally do this all day, every day. In a given day or week, your typical recruiter will negotiate more job offers than any non-recruiter individual might negotiate in their entire career. So stay in email and off the phone as long as you can.

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The homogeneity of these spaces means that traveling between them is frictionless, a value that Silicon Valley prizes and cultural influencers like Schwarzmann take advantage of. Changing places can be as painless as reloading a website. You might not even realize you’re not where you started.

An entire generation has grown up thinking that extraction, as opposed to building, is the path to riches […] To recover the sense of optimism and opportunity that once characterized American commerce, Americans need to be confident that — even if they don’t work for a platform — they can reap what they sow.

A country of geniuses in a datacenter.