Andrew Chu

VCs, M&A, and Tech

[Alex Hormozi @AlexHormozi]

Focus beats intelligence.
Consistency beats intensity.
Action beats intention.

[Tim Tebow @TimTebow]

The people who love you most will push you, not just praise you.

Praise feels good but it doesn't always make you better. The people who truly love you will celebrate your wins and still look you in the eye and say you're not done yet.
Find those people and don't let them go.

[Tim Tebow @TimTebow]

Hard days reveal what easy days hide.

Nobody's attitude gets tested on a good day.
Nobody's faith gets proven when everything is working. Nobody's character shows up when the meeting goes well and the boss is happy and the project lands perfectly.
That's just a good day.

The hard day is where everything real lives.
How you treat people when you're tired.
How you respond when you're wronged.
How you show up when showing up costs you something.
That's the version of you that matters.

[Dan Go @CoachDanGo]

I don't know who needs to hear this but peanut butter is not a great source of protein.

100 grams of peanut butter is 588 calories.
100 grams of a striploin steak is 117 calories.

Steak also contains micronutrients such as creatine, iron, zinc, selenium, riboflavin, niacin, vitamin B6, vitamin B12, phosphorus, pantothenate, magnesium, and potassium.

Most jars of peanut butter contains processed sugars and oils.

Peanut butter is nowhere close to steak when it comes to protein.

Let’s not make this comparison ever again.

[Tech Equity Engineer @TechEquityEng]

“Uber is just an app” is usually how you can tell someone has never worked anywhere near large scale software systems like $UBER.

Still a common take, even among large accounts on X.

The UI is simple on purpose. That is the product (think $AMZN, $ABNB, $BKNG, etc.).

What it hides is one of the most complex AI driven marketplaces in the real economy, moving ~40 million trips per day across 70+ countries.

Behind a few taps:

• Real time marketplace balancing between riders and drivers
• Dynamic pricing reacting to live supply and demand
• Dispatch and routing decisions at massive scale
• ETA prediction using live traffic and historical data
• Fraud and risk systems trained on billions of events
• Customer support handling global edge cases
• Payments and compliance across regions
• City by city regulatory execution

Then the part most people miss.

The data moat.

Every trip improves the system. Every market added strengthens the network. Every interaction feeds models that get harder to replicate without operating at the same scale.

And the ecosystem keeps expanding across OEMs, fleets, restaurants, delivery partners, and governments.

That compounding integration is the moat.

Anyone can build an app via Claude, Gemini, or ChatGPT today in a weekend.

Very few can run an AI powered real world marketplace at this density.

Pick your follows wisely…

-T.E.E.

[Gary Black @garyblack00]

This captures a common misperception about $UBER. $UBER (+8% today) is a ride-hailing platform with 200 million monthly active platform customers (+19% YoY) and 10 million active vehicles. UBER’s app connects its 200M MAPCs and 10M vehicles. By comparison, Waymo has 3,000 robotaxi vehicles on its platform. Once $UBER offers full unsupervised autonomous ride-hailing across the globe with 2-3 minute wait times at the same cost as Waymo (its existing platform already operates at high efficiency), there will be no reason to take a Waymo. Many $TSLA bulls here who think of UBER as just an app don’t understand the concepts of brand and operational leverage.

[Justine Moore @venturetwins]

Nano Banana 2 is out.

I had early access for the past few days, and tested it across a ton of prompts.

It's leveled up for a bunch of use cases - infographics, ads, action shots, even cartoons. And it's crazy fast!

Some styles + prompts you should try 👇

[Dear Son. @DearS_o_n]

Marrying the right woman is the most important part of building wealth.

[MATT GRAY @matt_gray_]

Consistency wins

[Naval @naval]

The solution to anxiety is action.

[Matt Van Swol @mattvanswol]

Wow.

[Charlie Kirk @charliekirk11]

It’s all about Jesus.

[Tim Tebow @TimTebow]

Evil is real. There is no doubt, the enemy is hard at work.

These last few days, the weight of evil has been heavy across our nation.

But this I know: It will not have the final word. One day, God will make all things right.

Until then, we pray. We weep with those who weep. And we keep fighting, knowing the victory has already been won.

[Rob Schneider 🇺🇸 @RobSchneider]

As we pray for our dear friend and brother in Christ, American Patriot, Father, Husband and son, Charlie Kirk,
We know that our God is a loving God. And we must remember that vengeance is the Lord’s. Not ours.

Deuteronomy 32:35
“To me belongeth vengeance, and recompence; their foot shall slide in due time: for the day of their calamity is at hand, and the things that shall come upon them make haste.”

May Jesus Christ, our Lord and Savior bless and heal our brother Charlie, and give peace to his family and friends at this time.

[Wes Huff @WesleyLHuff]

Lord have mercy 😔. Lord come soon.

[Sahil Bloom @SahilBloom]

Career advice everyone should hear…

[Reads with Ravi @readswithravi]

“Greatness does not come out of intelligence, it comes from character.

Character is not formed out of smart people: it is formed out of people who have suffered.”

— Nvidia CEO, Jensen Huang

[Min Choi @minchoi]

xAI and Elon Musk shocked the world with insane Grok 4 demos and benchmarks yesterday.

And people are already doing wild use cases with it.

10 examples:

[Patrick Bet-David @patrickbetdavid]

To offend a strong man, tell him a lie.
To offend a weak man, tell him the truth.

Marcus Aurelius