How would one quantify how to determine who the best startup scout is in the world? Kinda a fun question to think about.

Of the 5 companies I'm actively advising and one I’m invested in, 5 of them are going to have closed rounds over the summer. I will have directly played a part in 3 of them, one of them I helped with an earlier round but are later stage now, and one doesn't need my help #BlessUp.

I think @HadrianInc expanding to AZ is a massive massive massive deal. Even bigger than TSMC expanding here. Here’s why:.

RT @2112Power: Factory 3 is in the great state of Arizona and will be online in 6 months from lease -> cutting metal by Christmas 2025. htt….

RT @2112Power: Hadrian is announcing a $260m Series C lead by @foundersfund + @Lux_Capital + @MorganStanley for (Factory Expansion financin….

👀.

I once interviewed for a VC firm in 2019 and they asked me what is one company I would bet on going 100x from that point on. I said @SubstackInc. They didn’t see it and the call ended 5 minutes later. My career is confusing and frustrating. Nevertheless, congrats to the SS team!.

RT @hamishmckenzie: We’ve raised $100 million that we will put to work for creators and their audiences. Ownership for creators. Agency for….

gm.

What’s left? 😏

Need to write a post on why Phoenix drives me insane and why I want it to change and why it may never become.what I want it to be and why that’s okay and what the implications are of that.

new post dropped.

And access. Access is a moat. What people do you have access to? Whose ear do you have? Maybe the ultimate moat.

Going to start writing more. I have a lot to say, and I’ve only been saying it to myself recently.

There needs to be a gym for builders to turn into founders.

What was crazier? The weekend when SVB went down or this last weekend's Windsurf news?.