Josh Bobrowsky
@JoshBobrowsky
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Passionate about startups, and small business. Writing https://t.co/TpP6oZ8clW
Earth
Joined May 2011
Today one of the biggest reasons AI coding isn't fully taking off is the fear of breaking legacy systems I believe that we are also going to see this cause a new wave of startups dramatically outpace incumbents by building code that can be rapidly changed
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Thinking in systems, business solutions, and solving problems has almost always been at the core of coding Its important to think about this
Most of coding was never about writing code. AI is just making this more obvious. You no longer need to recall syntax, function structure, boilerplate code, or even API endpoints. That’s the easy part and AI is very good at it. The hard part was never typing. It was always
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This is one of the best charts to take a look at when you are thinking about why things cost what they do The hardest thing to understand for me is why "Education" has gone up so much in price when so much is available for free online
The optimists and pessimists both have a point, to an extent. What I keep coming back to is this chart. Western societies have profoundly buggered up the supply of critical goods and services, whilst at the same time producing a technological cornucopia. Trick is to make the
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I think a lot about what brands like YC provide for the startup ecosystem If I had to distill it down to its main value propositions I see it as the following in no order 1. Education 2. Connections 3. Community 4. Permission
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Keith Rabois explains why Founders Fund doesn’t invest in remote startups “We have a view at Founders Fund that we will not fund a company that doesn’t work in person... The reason why is because if you’re going to build a company on undiscovered talent… the way you learn a
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All stock is subject to supply and demand and market pricing Lots of talk about rounds for early stage companies, but at the end of the day no one should be surprised that prices of rounds can be split or changed based on demand
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It's not about being ready someday, it's about being ready every day. Train at home with your own personal VR shooting simulator.
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This is an interesting game theory Current norm is raise full round on same terms, if you raise at $30m today in your seed its fine to raise your Series A 3 months later at $100m However, investor pushback of similar behavior in same round Not sure right answer here
The status quo of pre-seed rounds right now appears to be: > company accepts 1st VC offer > next day the company doubles the cap that said VC invested on > remaining VCs get fomo and pony up the cash at the higher val All VCs know this is the game, but participate in it anyway
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I have never one time heard an founder complain about a VC who passed on a round but was upfront and fast with saying no I have heard countless stories of founders who resent getting ghosted
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I think a lot about supply and demand when I consider AI Too many people are thinking of binary outcomes, meaning "Will AI replace me?" I think this is actually the wrong question, the right question is more focused around how will supply and demand change with AI increasing
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There is a bit of advice: when hiring someone watch how they treat the waiter, and if they treat them badly do not hire them. In the VC world, if you are hiring, look at how someone treats a company that they don't want to invest in. It will tell you a lot about character
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Victor Davis Hanson: The Real Unconstitutionality? The "Seditious Six" Undermining the Commander in Chief
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Its often easy to look at success and wish that you had the outcome, but it is far more useful to look at success and evaluate the process to get the outcome
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If cars became 99% safer with self driving, cars can become much smaller as well Part of the reason cars are so big is safety
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I don’t know why @nikitabier has not invented a “sarcastic” font for X
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Everytime I get mad at people in the cheap seats criticizing founders in the arena, I remind myself of what Giannis said. Arguably my favorite response to a reporter ever.
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I've noticed that your average person usually doesn't understand inflation or compounding very well
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IF AI can drop accidents by 90% its also reasonable to assume the cost to self insure AI vehicles should also drop by 90%
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Pro tip: If you are a VC and want to maximize deal flow, reply to founders You can use AI, you can set up funnels, but the biggest miss I see is VCs just pure ghost and it builds long term resentment in founders If you can't set up a funnel, just say no thank you for now
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The optimal founder profile from 10-20 years ago was probably highly technical and had the ability to learn aspects of business. I believe this was optimal because of two reasons 1. Technology scales 2. It is easier to learn business as a technical person than it is to learn
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$RIME went from karaoke to AI logistics. SemiCab: 450+ trucks, multi-million $ contracts, Apex SaaS for the $450B US freight market. Q3 rev +1,273% YoY. PT around $5 vs ~$1s. Tiny microcap, huge optionality. Not financial advice. Do your own research.
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Very cool to see
$6.25 billion. 25 million children. $250 each. Susan and I believe the smartest investment we can make is in children. That’s why we’re so excited to contribute $6.25 billion from our charitable funds to help 25 million children start building a strong financial foundation
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