Every single successful startup I know has persevered through at least one:. - struggled to raise .- co-founder split .- failed first product/low early PMF.- adversarial board/investors.- layoffs. These don’t typically hit the headlines, but almost every success has at least one.

We are in a generational seed market.

RT @zoink: Sharing an update on @figma: we publicly filed our S-1 with the SEC today, and have applied to list on the New York Stock Exchan….

Authenticity is an under-discussed trait of great founders. It is a vague "you know it when you see it" term. Practically, it means someone is:. 1) Genuine - original, not copying anyone. N of 1. 2) Congruent - consistent beliefs and actions. Predictable, principled. 3) Real.

RT @charlielabs_ai: Announcing Charlie + Linear for Agents:.• The fastest way to clear your backlog.• Triage & plan bug fixes with Charlie….

In VC 1 out of 10 deals needs to work. In PE 9 out of 10 deals need to work. In VC it is better to invest and be wrong than than to pass and miss. In PE its the opposite. Pairing PE and VC is awkward. I doubt it will produces top returns.

The number of people who have uploaded medical test results to Chat GPT is remarkable. It will take time, but huge portions of healthcare will become self directed. This “power to the individual” has transformed other industries, and it will do the same to healthcare.

Investing in just the team is the most common thing for a VC to say and least common thing for a VC to do.

RT @sidyadav: Update: . Circle is now profitable and on track for $50M+ ARR by EOY. We just had our best month ever with 100% annualized g….

Granola in your pocket! 🔥🔥🔥.

It used to be rare for a young VC to spin out and launch a new fund. It is now more rare for them to stay.

No single investor should own more equity than the founder.

It’s the opposite. AI will proliferate products and feature parity will become the norm. In this commoditized world, your brand may become your most important moat.

The iPhone’s unintended impact on human well being is just coming into focus.

Founders personality builds culture which then builds your moat. Artists craft product and build brands. Executors outpace and build scale. Defensibility originates from within and should an extension of what you do best.

RT @dar_mehta: Thrilled to be revealing a glimpse into what I've been building with Kelsie over the last year!. A key bottleneck on the pat….

The founder of a top YC company in the current batch on Venture Capital:. "People used to climb Everest and they needed oxygen. Today, people climb it without oxygen. I want to summit Everest and use as little oxygen (VC) as possible.". Vibe shift.

How a founder answers a hard question is more important than their polished pitch.

The VC funds raising capital today might be wildly over-estimating the capital needs of tomorrow’s winners.

Effort and optimism are the common denominators of startup success. They are also the only variables you can truly control.