Sublime
An inspiration engine for ideas
The concentration is already underway.
The five largest US VC funds captured 44% of new funding in Q1. It’s difficult to frame that as returning to a healthy status quo.
It’s worth considering the influence of a multi-stage brand name firm like Lux writing an open letter about the... See more
Please see my below letter to the President of Harvard University sent today:
November 4, 2023
Dear President Gay,
I am writing this letter to you regretfully. Never did I think I would have to write a letter to the president of my alma mater about the impact of... See more
Bill Ackmanx.comBREAKING: Keith Rabois on Opendoor's $OPEN Activist Turnaround
Full breakdown.
Kaz Nejatian (@CanadaKaz) starts as CEO today.
Hi $OPEN Army 👋
(00:00) Welcome @rabois
(01:49) Why Keith returned to Opendoor as... See more
Molly O’Sheax.com
Updated July Fund with a new research center component that lets you explore more than 20+ thesis' and perspectives with @jaytel__
Code by @johnnycartelle
Live https://t.co/3iGK7Ij6G4 https://t.co/wzpFxFjaUZ
Marvin Schwaiboldx.comDecember 3, 2023
Dear President Gay,
Since my letter to you of November 4th to which you did not reply or even acknowledge, I have received substantial feedback and input from senior members of the Harvard faculty about a number of the issues I raised in my letter concerning free speech, antisemitism, and... See more
Bill Ackmanx.com
BLOOMBERG ARTICLE ON SYSTEMIC RISK FROM PODS
Some interesting points in this Bloomberg article on multi-manager funds.
A couple points stood out to me, and there were a couple points I would add. What stood out:
1) PODS ARE BIG. 30% of HF GMV per GS report (does... See more
OpenAI fired this 23-year-old from their Superalignment team.
But he turned his insider knowledge into a $1.5B fund that's outperforming Wall Street by 700% this year.
He says maybe ~200 people in SF understand what's *actually* happening in AI right now.
Here's... See more
