I am honored to be a @BusinessInsider rising star of venture capital in 2023 ⭐ From bank teller to VC, it is honestly still a dream that I get to work in venture for a living! Thank you to the BI team for sharing my story 🙏🏼 I hope it inspires the next generation of VCs! I

🦔HSBC built a model to figure out if OpenAI can actually pay for all the compute it's contracted. The answer is no. OpenAI has committed to $250 billion in cloud compute from Microsoft and $38 billion from Amazon, bringing contracted compute to 36 gigawatts. Based on total deal

Holy shit. I’ve used ChatGPT every day for 3 years. Just spent 2 hours on Gemini 3. I’m not going back. The leap is insane — reasoning, speed, images, video… everything is sharper and faster. It feels like the world just changed, again. ❤️ 🤖

I just asked Gemini 3.0 to analyze the $GOOG vs $NVDA dynamic. Read this. I could be generational wealth changing. Everyone is comparing Gemini 3.0 vs GPT-5.1 on benchmarks. You're watching the wrong scoreboard. The real war isn't about who is smarter. It's about who creates

Capitalism is PvE. The alternatives all degenerate to PvP.

Today's move in Nvidia is truly historic. Between 4:00 AM ET yesterday and 2:00 PM ET today, Nvidia, $NVDA, both ADDED and LOST $450 billion in market cap. That's a $900 billion swing in less than 36 hours.

Elon & Jensen today...amazing On the topic of AI in space - is it possible? Elon: "Yes. If civilization continues, which it probably will, then AI in space is inevitable. You always have to preface that - we shouldn't take civilization for granted - we need to take care to

Every few months I think back to Chris Paik's take on why OpenAI is the AOL of AI

Over nine years ago I moved to SF to work at Citigroup as an analyst. I thought an 80k salary was life changing. Shared a 5 bedroom/1 bathroom apartment with 4 girls I met on Craigslist. Today I watched a sign with my VC firms name on it be put up outside of my new office just

Excited to publish my Crypto Trends Report for 2025! It frames crypto’s growth as a story of 3 compounding s-curves: asset creation, asset accumulation, and asset utilization The report applies this lens across five key thematic areas – macro, stablecoins, centralized

Elon Musk & Ron Baron Full Interview - 14th Nov 2025 Timestamped topics: 0:00 - Ron Baron introduces Elon Mus 1:20 - Optimus Robot and "Room for a Billion Robots" 3:10 - The Future of Human Jobs and Meaning 5:10 - The Function and Scale of Optimus Robots 12:10 - Neuralink and

Congratulations @JeffBezos and the @BlueOrigin team!

I’m seeing way too many founders hit the fundraising market with totally unrealistic expectations because of what they read on Twitter. Here are some facts: •A $2M pre-seed at a $20M+ valuation is not the norm. Most rounds are still in the low teens or even single digits. “But

Don’t talk to users? ngmi Today’s launch of AI Feedback is personal. It’s the culmination of my @Kraftful journey. We built Kraftful to help teams truly listen to users. Now we’re taking that mission even further at @Amplitude_HQ with AI Feedback. AI can automate

The most broken things in America: 1. The national debt. 2. The healthcare system. 3. The tax code. 4. K-12 education. 5. Obesity rates. What am i missing?

Founders, for the love of God; send investor updates. 1. Leverage them for help with customer intros, hires and fundraises. 2. Use them to create excitement and conversation about you in market. 3. Because these people have trusted you and given you their money. Not doing

Google is the only company in the world with full vertical integration across the entire AI stack.

This chart explains why 90% of people never get rich. Wealth doesn’t come from saving harder. It comes from owning things that grow while you sleep. Most people spend their entire lives buying things that lose value. A car that drops 30% the moment it leaves the lot. A house

U.S. Inflation by Category in 2025 🥩 Beef & veal: 14.7% 🚗 Car maintenance & repair: 7.7% 🏠 Home insurance: 7.5% 🚬 Tobacco products: 6.9% 🍭 Sugar & sweets: 6.7% ⚡ Electricity: 6.4% 🏥 Hospital services: 5.8% 🚰 Water & trash collection services: 4.8% 📦 Postage & delivery

As Board Chair of energy infrstructure company @Hut8Corp : NASDAQ : HUT / $HUT - I have been talking about this for years. We need something like the Telecom Deregulation Act of 1996 - that allowed the Internet to flourish. but for the Power Grid. We need a complete opening of

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