Sarah Drinkwater
@sarahdrinkwater
Knowledge beachcomber interested in the ownership economy, flourishing communities, ecosystem building, magic, and knowledge as an end to itself.
Sarah Drinkwater
Valuing AI companies using traditional VC methods and metrics isn't just wrong—it's dangerous.
SoftBank values OpenAI at $300B
Microsoft values it at $157B
Elon wants to buy it for $97B
Who is right, who is... See more
long good thread on “value” in AI companies
Venture firms should aggressively ally with these disruptors. While tier 1 funds will worry more about Tiger Global, solo investors have changed the market’s dynamics. Proactive firms will adapt, empowering these managers and benefiting from their favorable brand and impressive reach.
Mario Gabriele • The Future of Solo Capitalists | The Generalist
In our quest to rid ourselves from our dangerous dark matter, we’ve broken the essential rules and laws of Mother Nature. By taking our poo out of the equation, we altered not only our agriculture, but the entire planet’s ecology.
Lina Zeldovich • Our excrement is a natural, renewable and sustainable resource – if only we can overcome our visceral disgust of it
Areas of opportunity; hiring, creating products for founders like NFX's Signal, and processes such as indexing people instead of companies.
Erik Torenberg • Productizing Venture
I’ve started two companies that have raised $95m
today I take a seat at the other side of the table
House Capital (@housecapvc) is a completely new type of venture fund
here is what the next generation of top VC’s will look like:
jacob peterstwitter.com
Best explanation I've seen of what makes a "brand"
By Scott Thomas, via @jessicahische https://t.co/noYygFHMdZ
Breakdown: what’s a brand?
How distributed teams use stories to coordinate people and build knowledge.
Calvin Hutcheon • Enchanted — Working With Lore P2 Discursive Landscapes
And we’re seeing the emergence of more escapist forms of media, namely VR. Over the weekend, I went with my family to the Harry Potter VR exhibit in Madison Square Park. We flew on broomsticks over Hogwarts and fought Death Eaters. Every time I experience VR, I have full conviction that it will live up to its hype—just a bit later than we all... See more
Rex Woodbury • Welcome to the Internet: Millennial & Gen Z Ennui
