Dave McClure
@davemcclure
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founder: https://t.co/A4xpEYhG0F, 500 Startups || alum: Johns Hopkins, PayPal, Founders Fund || fanboi: Dr. Seuss, The Muppets, Sesame Street
Silicon Valley, CA
Joined July 2006
A few years ago I wrote about how to build a VC fund portfolio model for a #VentureCapital fundamentals class (# of co's, check size, follow-on, and reserves, etc):
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outright fascism in broad daylight. š¤ š®š»āāļøāļø.#DontMessWithTexas (or Trump).
BREAKING: Arrest warrants issued for Texas Dems who fled state
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RT @ychernova: Index Ventures is striking gold, reaping $11 billion from Figma, Scale, & Wiz via @WSJ with @berber_ā¦.
wsj.com
Index Ventures was among the first investors in startup hits Figma, Scale AI, and Wiz.
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RT @RitholtzWealth: AI is Eating the Economy. "Consumer spending makes up ~70% of the U.S. economy. AI spending is currently adding more toā¦.
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RT @statnews: Breaking: The Gates Foundation said it would commit $2.5 billion through 2030 to support womenās health initiatives, its largā¦.
statnews.com
Breaking: The Gates Foundation said it would commit $2.5 billion through 2030 to support womenās health initiatives, its largest funding commitment ever to the issue.
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RT @JChengWSJ: China Is Choking Supply of Critical Minerals to Western Defense CompaniesāBeijingās tightened controls are a sign of the levā¦.
wsj.com
Beijing is squeezing the flow of key elements needed to make defense systems, a sign of the leverage China has over the U.S. military supply chain.
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RT @itsalexvacca: Before AWS existed, one company ran the servers for Twitter, LinkedIn, and Facebook's entire app ecosystem. They owned Nā¦.
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RT @Techmeme: Silicon Valley has shifted from Web 2.0 to a new "hard tech", AI-dominated era with fewer perks and a more serious mood, as sā¦.
techmeme.com
Mike Isaac / New York Times: Silicon Valley has shifted from Web 2.0 to a new āhard techā, AI-dominated era with fewer perks and a more serious mood, as startups use San Francisco as a base
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RT @davemcclure: everyone in tech (espec. AI-focused VCs) should read these 2 articles by @pkedrosky @Noahpinion on #AI #hyperscaler #capexā¦.
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RT @Techmeme: A profile of Robinhood CEO Vlad Tenev, whose personal fortune has surged 6x over the past year to $6.1B, as the company leansā¦.
techmeme.com
Nina Bambysheva / Forbes: A profile of Robinhood CEO Vlad Tenev, whose personal fortune has surged 6x over the past year to $6.1B, as the company leans into tokenized stock derivatives
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RT @Techmeme: A study finds that AI trading bots can collude and fix prices in simulated markets without explicit instruction, posing challā¦.
techmeme.com
Lu Wang / Bloomberg: A study finds that AI trading bots can collude and fix prices in simulated markets without explicit instruction, posing challenges to regulators
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everyone in tech (espec. AI-focused VCs) should read these 2 articles by @pkedrosky @Noahpinion on #AI #hyperscaler #capex spending (~$400B/yr just from $AMZN $MSFT $GOOG $META) w/ great interest + great caution š¤šš cc @techmeme.
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RT @Techmeme: A look at why the AI data center building boom could spark a financial crisis akin to 2008, including the rising use of debtā¦.
techmeme.com
Noah Smith / Noahpinion: How the AI data center building boom could cause a financial crisis akin to 2008, including the rising use of short-term debt financing via private credit funds
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RT @Techmeme: As a percentage of US GDP, AI datacenter capex is already larger than peak telecom spending during the dot-com era and is appā¦.
techmeme.com
Paul Kedrosky: As a percentage of US GDP, AI datacenter capex has passed peak telecom spending during the dot-com bubble and is likely ~20% of the peak spending on railroads
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RT @Techmeme: Asian financial hubs are updating stablecoin regulations and companies like Ant Group plan to become issuers, driven by US' eā¦.
techmeme.com
Bloomberg: Asian financial hubs are updating stablecoin regulations and companies like Ant Group plan to become issuers, driven by US' embrace of dollar-pegged stablecoins
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RT @leaferi: BREAKING: In her first statement since being publicly fired for āreporting the numbersā, Bureau of Labor Statistics Commissionā¦.
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