Sublime
An inspiration engine for ideas
BREAKING: Who is Elad Gil?
Elad Gil (@eladgil) of Gil Capital + Gil & Co. explains.
- Angel checks → Leading $500M+ rounds
- 200+ investments, 40+ over $1B each
- Lessons from Dot-com IPO Bubble
- Investing through tech cycles (fintech,... See more
Molly O’Sheax.comMegafunds don’t have to win on distributions. Venture perhaps evolves to a point where mathematical return optimization is no longer the edge. When you can own the cap table, capture optionality across product cycles (YC’s obvious play), and crown the kings in a space, you become more than a fund - you are now a meta allocator. Speed, access, and... See more
Nathan • venture death
a16z’s “New Media” is designed to manufacture consent for whatever idea will make them money. “American Dynamism” isn’t about what Americans want, it’s about whatever clears the fastest path to liquidity – gambling, genocide... anything that moves capital faster. their media strategy and investment thesis are all about saturating the discourse... See more
jihadx.com
Sam Altman might have zero equity in OpenAI, but his $2.8B personal portfolio is absolutely insane:
- 7.6% of Reddit (currently worth $700M+)
- Invested $15,000 for 2% of Stripe in 2009 (even if he’s sold / had dilution of 90%, 0.2% of Stripe today is worth... See more
Thoughts on the Zuck recruiting spree from OpenAI
- the org complexity of OpenAI has been working against it for a very long time
- you ship the org. Zuck and Elon companies ship the founders’ will. OpenAI is stuck in a political spiral that has existed since the... See more
Reggie Jamesx.comPeople don't understand Bryan Johnson. So I'm going to engage in the terrible Twitter thread format to explain his work.
1/ He sold Venmo/Braintree to PayPal and made FU money. "what's the point of making FU money if you don't say FU?" He's also ex-Mormon. Explains tweet below
goodalexanderx.com
Since some people *still* don’t understand what’s happening, let me introduce you to the “lead” member of the board - Adam D’Angelo.
Adam has a company Poe which was made obsolete by the GPTs OpenAI announced on dev day.
Adam was furious the board didn’t give him advance notice so his... See more
Will LeGatex.com