Investor

A curious, exploratory, long-term tech optimist🚀

[Investor @InvestorRiver]

I finally received the Figure AI robot merch tee that I really like. It was shipped overseas via a package forwarder, which is excellent. 🤠 /Mark

[Brett Adcock @adcock_brett]

You asked, we delivered: Figure livestream Merch is now live

Limited quantity, get one before they sell out https://t.co/zXdUm8gYNa

p.s. we run 24/7, they're $24.07 😂

[Investor @InvestorRiver]

@AcervoCharts 👏👏

[Investor @InvestorRiver]

@yabuyabubushdog 🥺🥺

[Investor @InvestorRiver]

@AcervoCharts 🥺🥺

[Investor @InvestorRiver]

This is a bit too extreme, but I do agree that automatically granting every citizen the right to vote as soon as they become an adult isn’t necessarily a good thing. People should have to demonstrate that they’ve passed some kind of threshold before being eligible to vote, such as completing military service or paying taxes above a certain median level

[Investor @InvestorRiver]

If you visit Chongqing and want to explore places that are less homogenized and commercialized, you can set off from near Chaotianmen on a multi-day cruise through the Three Gorges. It takes about four days to fully appreciate the scenery along the way. To be clear, I am referring to the 4-day, 3-night Three Gorges cruise from Chongqing to Yichang, Hubei—not the short one-hour sightseeing tours around Chongqing, so please don't confuse the two. The views along the Yangtze River are stunning, offering a completely different experience from the more commercialized parts of the city. You could give it a try next time

When traveling in China, there are a few inconveniences you just have to tolerate. Some locals tend to cut in line or play short videos and music out loud. As long as you don't mind these two things and are traveling with family or friends rather than solo, traveling in China is generally safe and worth experiencing

[@levelsio @levelsio]

Oh dudeeee no way!

So me and @theannalux our trip in December last year was:

🇨🇳 Fly into Beijing (we came from Japan)

Stayed in Aman Summer Palace was a cool experience (now ex Aman)

Then after 2 days flew to Chengdu, stayed there a week, very fun city, we also went to see the pandas, and try the best hotpot in the world

Then high speed train to Chongqing, quite a tourist place but cool for a few days, then high speed train back to Chengdu

Then we flew to Shanghai and an AI company guy there kindly drove us too Hangzhou to check the AI companies there, we visited Alibaba AI very interesting

If you wanna see more tourist/nature stuff Guilin is cool (big mountains)

One thing to know is Google Maps is all wrong in China, because they use some GPS encryption for military reasons, so use Amap! And install Alipay, connect your payment card, via Alipay you can use lots of apps like Didi (Uber of China), many of these apps inside Alipay won't work for foreigners outside of it (or not easy)

Also internet can be challenging, I got an eSIM from Airalo for Asia and it worked to go outside the firewall

Also if you go with family maybe helps to find some local fixer or agent, nobody speaks English (but ppl helpful), so sometimes you can have a difficult situation if you have no Chinese speaker with you. Normally I'd not book tourist tours to for ex Chinese Wall but in China I would because it means you get essentially a local fixer/translator

Food can be difficult too but if you get a good hotel you can just eat Western food there. A good China-only hotel is called Niccolo Hotels, very luxurious, clean and actually great prices too

Have fun!!!!

[Investor @InvestorRiver]

I find my Robinhood 👏 /Mark

[Vivi @vivilinsv]

你相信吗，硅谷大佬，也有曾经看走眼的时候。

@ycombinator CEO @garrytan 很坦诚地分享过自己年轻时的一次“大失误”。

刚从 Stanford 毕业、还在微软工作的他，被 Peter Thiel 亲自劝说离职，加入当时刚刚起步的 @PalantirTech 。

Peter 甚至问他：“你在微软一年赚多少？”

他说，$72,000。

Peter 当场开了一张同等金额的支票给他：

“拿着它，辞掉微软。这样你就没有风险了。”

23 岁的 Garry 想了想，还是拒绝了。

因为他觉得 - “我明年可能就升到 Level 60 了。” 😅

后来 Garry 把这个选择称作自己的 $ 2 -4 billion mistake!

当然，故事并没有停在这里。

他后来还是加入了 Palantir，成为第 10 号员工；再后来去了 YC、创办 Initialized Capital，并成为硅谷最成功的早期投资人之一。

Coinbase、Instacart、Flexport、Rippling、Cruise……

都是他很早就看中的公司。

尤其 Coinbase — 他早期投资的 $300,000，2021 年他自己算这笔股份一度价值 $2.4 billion，约 6000 倍回报

所以这个故事让我励志的地方，就在于一个人可以在一次选择上错过几十亿美元，却依然可以在人生后面的选择里，创造更多的价值。

我们常常会对过去某一个决定耿耿于怀：
“如果当时我接受了那个 offer……”
“如果当时我买了那只股票……”
“如果当时我没有离开那个人……”
“如果当时我抓住那个机会……”

但人生不是一道只有一次作答机会的选择题。人生更像是一连串的期权。错过了一次，不代表你错过了整个人生。

真正重要的，不是确保自己永远不犯错，而是犯错以后，依然保持好奇，保持行动，保持判断力，继续让自己出现在新的机会面前。

You can miss Palantir and still find your Coinbase.

人生的容错率，可能比我们想象中高得多。

Carry on. ❤️

[Investor @InvestorRiver]

@amitisinvesting He made his first investment somewhat late

[Investor @InvestorRiver]

@strawmalibu @attackdogX True

[Investor @InvestorRiver]

@drgurner 🫡🫡

[Investor @InvestorRiver]

@Raclure03 🥺🥺

[Investor @InvestorRiver]

@Codie_Sanchez 🫡

[Investor @InvestorRiver]

@datingbyblaine He seems like a good guy. Also, maybe this lady could wear adult diapers when she’s out, to avoid emergencies and embarrassment like this

[Investor @InvestorRiver]

Bro, I checked out your profile, and I agree with what you said about rap music. But posting this much just because a woman didn’t want to keep seeing a guy she barely knew, who chose a pretzel place for their first date, seems a bit excessive. You’re a smart guy. Maybe you could be a little calmer and more easygoing about it

[Investor @InvestorRiver]

@investingwithac Good luck 🙌

[Investor @InvestorRiver]

I don't get how disliking this kind of place for a date connects to feminism like the comments say. It's just a natural reaction, not an ideology. Wanting a guy to pick a high-end spot for a first date aligns with traditional masculinity. It's just a preference in a partner, not feminism, and maybe even the opposite

[Investor @InvestorRiver]

@MorbidKnowledge @grok Fact check

[Investor @InvestorRiver]

@drgurner 🫡

[Investor @InvestorRiver]

@investingwithac @GorillaTechGrp Just bought a dozen or so shares of $GRRR. Just a small experiment

[Investor @InvestorRiver]

@AMAZlNGNATURE 👏👏

[Investor @InvestorRiver]

@grok What annual customer growth rate is needed to make that possible?

[Investor @InvestorRiver]

🫪🫪

[Hood House @hood__house]

🚨 TOM LEE ON $HOOD: "IT COULD 100X IN TEN YEARS"

Here's my conversation with @fundstrat. We discuss why Robinhood's Q2 beat got sold off, Kalshi vs. Robinhood, and Robinhood Chain's huge success out of the gate.

We also discuss what Robinhood looks like in a decade, and why he thinks the company's real competition in 10 years isn't Schwab/IBKR but J.P. Morgan, Morgan Stanley, and Goldman Sachs. Thanks to Tom for joining the show!

00:55 - Robinhood Q2 earnings
02:34 - Tom Lee's $HOOD price target
03:42 - Prediction markets
05:14 - Kalshi is a call-option for Robinhood
06:39 - Kalshi vs. Robinhood
07:01 - Prediction markets regulatory risk
08:51 - Prediction markets size + fragmentation
14:02 - Robinhood Chain is a "breakaway success"
17:49 - Memecoins, then real-world assets
22:21 - Tom Lee's thoughts on Hyperliquid
25:14 - Robinhood could 100x in ten years 🤯
27:30 - Tom's thoughts on founder/CEO Vlad Tenev
29:17 - Weekend 24/7 markets
30:25 - MrBeast $200M investment

Not financial or legal advice