Peter Teneriello

I wear many hats. @NotreDame 2012. @KauffmanFellows Class 24.

[Peter Teneriello @_PeterT_]

My latest, where I discuss:

- My first podcast appearance, as a shameless plug
- Investment diligence being a mosaic, and not overweighting the quantitative
- Working through creative blocks

https://t.co/7kwGYksji9

[Maxwell Meyer @mualphaxi]

“…here people spend as if there were no tomorrow. The implicit trust in the future is infinite.”

A positively Tocquevillian observation by this Argentine visiting the US during the World Cup. The implicit trust in the future is infinite 🇺🇸

[Finn Murphy @FinnMurphy12]

Work hard on things you think are interesting with people that you like.

There will always be lottery winners. Optimising your life around buying tickets is a pretty guaranteed way to end up unfulfilled.

[Peter Teneriello @_PeterT_]

@johncoogan @sama Source?

[Bryce Roberts @bryce]

Have been saying this for so long that I’ve been feeling like a broken record-

Shrinking and consolidating

The VC board is being completely reset. Better know which game you’re playing…

[Michael Dempsey @mhdempsey]

(New Essay) VC-Backed Startups are Low Status

The traditional VC-backed startup path is becoming low status in the same way investment banking did. An aesthetic collapse across institutions, ideas, and founders paired with the world's tiring of tech has recently accelerated this shift.

Some thoughts on the cascade, the generational divide, Anthropic vs. OpenAI, what comes next, and more.

[Brian Halligan @bhalligan]

The older I get, the more I think outstanding taste in people is the only real alpha.

[Peter Teneriello @_PeterT_]

@FinnMurphy12 @lolawajs Pretty solid crew, I’d say

[Finn Murphy @FinnMurphy12]

I had some time to think recently about plans for the future and found myself working on woefully short term horizons. We've reprogrammed the world to think barely 5 feet in front of our face and i think there is increasingly a huge edge in taking the long term view.

[Peter Teneriello @_PeterT_]

@mhdempsey Yeet

[Patrick OShaughnessy @patrick_oshag]

Face the tiger (we got the footage from their office)

[Will Manidis @WillManidis]

something worth noticing about every great investor, every great founder, is that they end up inventing an entirely new set of vocabulary to describe their work.

they are all incredible verbal map makers across fields and contexts. really unique skill.

[Patrick OShaughnessy @patrick_oshag]

The first and only in-depth profile of Greenoaks founder Neil Mehta, including interviews with Neil, Benny Peretz, Bom Kim, Henry Kravis, @parkerconrad, @zoink , and more

So much to learn from Neil. Available now @joincolossus

[Peter Teneriello @_PeterT_]

@haydenkress @tbpn @FoundersPodcast @artofinvest

[Patrick OShaughnessy @patrick_oshag]

Today’s conversation with @GrahamDuncanNYC is going to make you think about your life in a variety of new ways:

- starting an investing platform
- source, compulsion, grip
- levels of the investing game
- evaluating people

One of, if not THE, best I’ve recorded

Enjoy!

[Peter Teneriello @_PeterT_]

As I’ve written in the past, I’ll still be looking for artists: the people who invest with creativity and conviction, helping clear paths for the companies they back.

If you’re interested in learning more, please reach out.

https://t.co/6ZJqafaZLO

[Peter Teneriello @_PeterT_]

I’ve joined Pomifer Capital as their first hire.

I’ll be helping build a new investing platform from the ground-up, with a focus on partnering with private equity and venture capital managers.

[Tom Morgan @tomowenmorgan]

“Be guided by beauty. Just as a great theorem can be very beautiful, a company that’s really working very well, very efficiently, that can be beautiful.”

Attractors are everywhere. They can sometimes make you rich.

[Peter Teneriello @_PeterT_]

@tomowenmorgan https://t.co/965ypyFKSM

@jimmyblags

[David ☕ @cupazhou]

Phenomenal piece by @Trace_Cohen about the incentives of large LPs investing in the Sequoias, a16z's, etc of the world

Additionally oftentimes teams are small

for instance @_PeterT_ said on @SuperclustersLP that Texas' pension fund has to deploy $1B/yr with only 4 team members

[Kevin Gee @kevg1412]

⬇️ Full Transcript with Slides below ⬇️

1/ On April 3, 2024, Sapient Capital's Tom Morgan gave a presentation at the Sohn Conference titled "The Most Offensively Taboo Idea in Western Civilization" where he distilled 10 years of curiosity research into a 5 minute talk.

I found this presentation to be one of the tightest, information-dense, and thought provoking talks I've listened to. I wanted to be able to refer back to it easily, so I transcribed the talk and screengrabbed the slides.

I shared the transcript in A Letter a Day (link in bio), but people enjoyed when I shared my transcript of Bill Gurley's "2,851 Miles" presentation on X, so I thought I would share this one here too.

⬇️ Full Transcript with Slides below ⬇️