The @NotionHQ Series A pitch was the most compelling story I have heard in my time in venture. This post gives a glimpse into why.

https://t.co/Lb6T42n5jl

Friends don't let friends sign startup offers without understanding what's happening in the ecosystem.. As 2026 looms, I just published a long primer on how startups are gaming revenue & valuation. Handy checklist of questions below and link to full essay in the next post 🔗

Algo, show this post to VC founders trying to close a venture deal before the end of 2026. Remind them next week is closing week and then it gets much harder. Also remind them that if they are just beginning a fundraise, now is not the time to do so (unless momentum is FLYING)

Holy shit... Stanford just proved AI can outperform human hackers in the real world, and nobody seems to understand how big this is 🤯 They dropped a paper where they threw 10 professional pentesters into a live university network 8,000 real machines, 12 subnets, production

Startups are NOT meant to be fair. You need to find your unfair advantage..

Last quarter I rolled out Microsoft Copilot to 4,000 employees. $30 per seat per month. $1.4 million annually. I called it "digital transformation." The board loved that phrase. They approved it in eleven minutes. No one asked what it would actually do. Including me. I

The hypothetical “start over with $1,000” assumes your biggest asset is capital. Elon is pointing out that for anyone past a certain threshold of network and track record, the bottleneck stopped being money years ago. Naval said it differently: “Specific knowledge,

Three ways a spot a top 1% startup 1. Ambition bordering on “ludicrous” @bobmcgrewai (early Palantir, OpenAI): “Both Palantir and OpenAI were considered ludicrous when the companies were first started." @soleio (early Facebook, Figma, Dropbox): "I was surprised by the ferocity

Today, Netflix announced our acquisition of Warner Bros. Together, we’ll define the next century of storytelling, creating an extraordinary entertainment offering for audiences everywhere. https://t.co/rXPFMNIs1A

my leadership archetype as ceo is Gandalf but for a long time i thought i had to be Aragorn

If anything this proves less followers = more revenue

Actually, yes. I believe the exclusive and taxpayer-subsidized top universities in the United States should limit themselves only to people who can solve 6 + X = 9.