Sublime
An inspiration engine for ideas
I enjoyed this podcast with Keith Lee at Brown Capital Management (Small Cap Growth PM).
His main fund (top holdings below) has a high Tech sector exposure (60%). Keith and the team are focused on finding exceptional growth companies.
Notes from the interview:
... See more
Garry Tan isn't just the CEO of Y Combinator.
He's also a passionate writer, has a YouTube channel with 251,000 subscribers, and once turned a $300k investment into $2 billion.
Here are 10 of his best ideas:
1. How to write a good YC application: Teach the read... See more
@DhravyaShah Look at @newcomputer to understand how they built it
I think it would give you all the direction you’re looking for
https://t.co/XHI9Vq2rcD
@jasonyuandesign... See more
Andrew Ulloax.comThis is by far the best article I've read on Deepseek, written by a value investor @doodlestein, who walks through Deepseek's main technical innovations and their implications for training and inference usage.
Also walks through HW/SW threats for $NVDA
https://t.co/WvWF4PmVjV
Timothy Liux.comPacky McCormick’s (@packyM) uses AI to find, articulate, and invest behind the next big idea.
He writes Not Boring, a newsletter that analyzes technology and startups for 200,000 subscribers every week. He also invests in early stage companies through his fund Not Boring Capital and is an advisor at @a16z crypto.___LINE... See more
Dan Shipper 📧x.comMy Core Bets
substack.com
Weekend homework assignment:
@patrickxrivera's Crypto fundamentals and NFTs deck
No one better at explaining crypto to non-crypto people.
https://t.co/517xyL1Vuq
Packy McCormickx.comI recommend reading Paul Graham's, Joel Spolsky's, and Pmarca's essays. These days I'd also recommend Michael and Dalton's YT channel tho it didn't exist back then.
Emmett Shearx.com