Felix Zerbib

co-founder, CEO @ Valent

[Felix Zerbib @FelixZerbib]

@emilybenn12 fort mason on my long run!

[Felix Zerbib @FelixZerbib]

These dudes jamming Something in the way she moves. Classic

[Felix Zerbib @FelixZerbib]

@r__ld___r 👀

[Felix Zerbib @FelixZerbib]

So excited about our newest advisor

Any guesses?

[Felix Zerbib @FelixZerbib]

don't do it

[Beni Shafer-Sull @beni_shafersull]

Building a company is hard. You can see it on @FelixZerbib face. There’s a lesson in there

[Felix Zerbib @FelixZerbib]

@17zhangw does this hurt the hamster

[Beni Shafer-Sull @beni_shafersull]

New media drop……

[Felix Zerbib @FelixZerbib]

Spotted

@samdblond

[Beni Shafer-Sull @beni_shafersull]

Eat pain, produce product. Repeat. @thejessezhang

[Felix Zerbib @FelixZerbib]

great take by @davidklanecky @cirba_solutions

"Whoever controls refining and recycling controls the battery market. China figured that out 20 years ago."

govt is taking some steps: black mass rule hits next week (aug 27): recycled sales must be 100% domestic unless you get an exception. however: almost all refining capacity is in Asia.

interesting to see how this shakes out and which firms snatch up the black mass supply

https://t.co/kzwH9ZhOf8

[Felix Zerbib @FelixZerbib]

@beni_shafersull @PhilippWehn too true

[Beni Shafer-Sull @beni_shafersull]

@PhilippWehn thanks for hosting tn. At the end of the day, brand is all we have

[Felix Zerbib @FelixZerbib]

Treat GTM as a product.

@Nexxa_AI @PhilippWehn

[Beni Shafer-Sull @beni_shafersull]

Got to hear @rauchg speak the other day. Now that llms are clustering the distribution of work outputs so strongly around the mean, it’s more important than ever to fight away from the average.

[Felix Zerbib @FelixZerbib]

@andrewqu @vercel I'm in!

[Felix Zerbib @FelixZerbib]

US % of global polysilicon capacity: 50% in 2005. <2% in 2024.

This month: minimum import prices at 4x world levels ($21/kg). effective December 4.

a small number of vertically integrated (polysilicon->up) companies are winners (@Qcells_NA). costs will go up for anyone importing wafers or panels - discretionary exceptions for manufacturers committing to domestic production by 2029

https://t.co/FlysgrHbcC

[Felix Zerbib @FelixZerbib]

thanks to @speedrun for the insane line up

@steipete - being a real person is now your biggest differentiator
@rauchg - you really have to fight average because now everybody in the world can produce average
@handotdev - founders often give up too early because they haven't put in the effort to do GTM properly. GTM needs to be as strong as your product
@Max - all decisions are either art, science, or religion. important to know which

[Vedant Nair @vedantnair__]

Fun fact: Waymo has to pay a 100% tariff on these because they are Chinese.

Even with this additional cost, they cost 50% as much as the Jaguar versions!