📯Today's the start of the 3 year stock picking game. Here is everyone's entries. The market opens in 5 minutes. Good luck to all!.

I am incredulous at the streaming chaos you have to navigate to watch this show. This thread is hard to believe. Sounds like the only real way to watch this is to sail the high seas 🏴‍☠️.

I'm surprised Coca-Cola doesn't do more to promote the fact that they are a really great ultra running fuel choice. ⛽ ✨.

RT @brettberson: Carta saved 3,500+ hours a month with internally built AI agents. Not by automating busywork, but by scaling complex judg….

I am long BTC and am an absolute bear on this trend of public companies loading up treasury BTC. The incriminating failure of imagination to find any better use of capital in building a company is pathetic. People have been fired for far less.

This is 25% of average global daily volume, with just 1 seller. I'd read the hell out of a post describing the practicalities of executing this trade.

RT @PrefectIO: Switch from @astronomerio to Prefect, on our dime. Managed-Airflow contract tying your hands? We'll match what's left so yo….

I only issue 1.5 page term sheets. It's required to be competitive. But I much prefer receiving 12+ page term sheets that exhaustively describe all terms. Gets all the fighting out of the way upfront, when the Company still has the leverage of (ideally) multiple offers.

The "traded" nomenclature is odd. Athletes sell their exclusive right to work for X years in exchange for guaranteed payments. Teams trade those rights. No tech employee does this. Closest proximate is large signing bonus with waning repayment. But it's still not exclusive.

This is really worth a close read. Great examples of:.- no one is ever indispensable (and the corruption when you think otherwise).- decentralized vs centralized big co org structures .- brand identity in multi-product companies.- costs of coordination.

One of these six is going to go on to a >$1B exit selling the actual business. It's Schmuck's Law.

The windsurf/Google thing is likely more elegant than other recent Founder >$1B acquihire deals. Structured as a non-exclusive license creates less burden/shadow over windsurf. It's smart. If Goog owned 49% of windsurf, they could never do major deals with any Goog competitor.

Also, from the VC side, there's two buckets of losers. 1) Those that never got in the top of the funnel (assuming their model matches the deal), and 2) those that couldn't schedule in time. Everyone else is more or less doing their jobs.

This is what a well run, successfully Series A process looks like. It's hard to internalize just how much rejection is required, and how much of that rejection is silent, not explicit.

I think it's probably LA, but I hate that this rewards the sprawl.

If you care about:.A) living in a major city.B) growing your own food and eating locally sourced. Where do you live?.

I had the most fun on bird app in the Jack i -> Ev ii combined section. Most serendipity. We were all figuring out conventions together. I'd wager that Dick oversaw the largest increase in valuation (on gross basis. on % basis it might be Ev i & ii).

How would you rank Twitter CEOs? Here's the chronology:. Ev i ('04-'06 -- the Odeo days).Jack i ('06-'08).Ev ii ('08-'10).Dick ('10-'15).Jack ii ('15-'21).Parag ('21-'22).Elon ('22-'23).Linda ('23-'25).

I'm a tourist to the AI world. but I think this is right? Or, at least, if you explicitly asked Claude about this, it would happen. Must have been a crazy design decision meeting choosing a human name (in contrast to chatgpt or gemini, after the lessons of alexa and siri).

Killer JD. Honest writing, full of character and voice. Will attract the people they want and repel those they don't. Even the URL is thoughtful. It's not scalable to do this for every job when hiring many people, but isn't that exactly the point?.