the thing about the phrase "software is eating/ate the world" is that its not true aggregate enterprise software revenue is like $700B thats a fraction of US GDP, never mind global software won't eat the world. vertically integrated tech enabled industry newcos might, though

> Hollywood thinks it is safe bc content is king > Netflix says no, aggregation and retention win on the internet, we have more customers, we own distribution, we'll just buy the content > YouTube slowly ups the ante, surpasses Netflix in consumer time spent *with content it paid

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Increasingly of the belief that these are the only two questions that matter for any investment decision: 1. Is there truly original thinking present in the pitch? 2. Through what experience or primary work was that original thought achieved?

Slop. It’s all slop. Even the smart people I look up to in this industry, when talking to the entire internet, morph into talking their book or strategy (understandably) Quality doesn’t scale

After months of evaluating CRM options (as both user and investor), I think there are precisely zero options that will currently give you the “post AI” / agentic experience you seek *right now*

Comodo 84 / Rewind my Heart I made a song and a video spot, at least some part of it. I spent credits though, is it worth buying more credits or not?

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One of the hallmarks of working with great people (investors, employees) is *NOT* always feeling the need to ask “I wonder what they are really thinking” If you find yourself consistently asking that question, it likely says as much about you and who you attract as anything else

The DMV this morning has some absolute banger signs hung behind check-in “Nothing will kill a great employee faster than watching you tolerate a bad one” The irony

The way in which most people (even health nuts) continue to ignore this is fascinating Supplements, smart mattress, Whoop/Oura, NA beers, Hyrox etc etc…and then three hours of scrolling per day to nuke cognitive and mental health Wild levels of cognitive dissonance

Two new features are live on Speed 👇

My @meetgranola wrapped felt more like a 360 review with a motive

This is less a commentary on Harvey and more a commentary on the general phenomenon of best-in-class growth companies raising successive rounds at higher and higher valuations: most of these financings make no sense. Growth equity capital is very expensive. “Dilution is low” is

the image on the left might be the most underappreciated chart in technology right now.

Robotics is NOT a data problem. Atleast not the way we think. For a long time, my world model was: whoever deploys robots at scale first wins. Get the units out there, collect the trajectories, train on the data, repeat. The fleet learning flywheel. I'm starting to think this is

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In today's edition of toddler boy parenting

Hottest new (but old) zip code is in G Suite Docs/slides/sheets are going to punch back so hard over next few years

I think the most agreeable thought among 30 somethings in their first few years of multiple children is “how did I not take over the world in my 20s with all of that free time”

If I could point to one concept that has generally led to the downfall of the single manager hedge fund community, it the religious adherence to traditional valuation benchmarks - which is a fancy way of saying overweighting the value factor and shorting the growth factor.

There is quite a lengthy precedent for consumers seeking anthropomorphic companionship, but man oh man do I hope this does not happen

See also: most "AI roll-ups"

Aiming for $2b valuation after 15 years and ~$300m in funding Great product, but just hard to achieve outlier success when betting on val methodology shift for tech enabled versions of established business models History repeats (D2C, fintech, proptech) https://t.co/pkydKFbqGj

Payroll funds => Cash Rewards 😮 👏 Modern finance teams shouldn’t have to accept waste, especially the hidden cost of idle payroll cash. For years, many CFOs have viewed this as an unavoidable part of running payroll. Today, there’s a better way. @niuralHQ , the

A visual guide to one very comforting bowl. Roasted pumpkin soup, in infographic form.