I spent 8 years building the largest construction materials management platform in the US from scratch.
We were focused on helping electricians before it was cool.
Last year we saved them 2m hours across 75k job sites.
Long the trades, long 🇺🇸!
https://t.co/SNaNKCzU8m
Special interests have captured California.
Despite being the 4th largest economy in the world and having the highest taxes in the country, California is unaffordable, we don’t build enough housing, our cities are unsafe, and we’re experiencing net migration out of the state.
We need to act to save California.
Battery Ventures raised $3.25B for its XV fund, roughly matching its 2022 raise, to back software and industrial tech firms amid AI disruption concerns (Bloomberg)
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I literally think about California’s geography permanently. You don’t know how privileged you are. It’s a perfect Olympia with a giant bay, a massive agricultural valley, diverse climates, southern niches for cities, a Mediterranean climate, and a wine region. Absolutely goated.
“Routine, in an intelligent man, is a sign of ambition.” — W.H. Auden
Discipline is the scaffolding of greatness and the quiet architecture of progress. The ambitious mind builds freedom through structure, knowing that mastery is born from repetition refined by intent.
They went as far west as they could, until the Pacific Ocean stopped them.
Marc Andreessen says that’s what made California the filter for the most risk-hungry, independent people in the world.
It’s why Silicon Valley and Hollywood share the same renegade DNA. You have to be willing to move to the mining camp.
Source: @pmarca on Cheeky Pint with @collision and Charlie Songhurst
Statement by President George W. Bush:
"Today, a young man was murdered in cold blood while expressing his political views. It happened on a college campus, where the open exchange of opposing ideas should be sacrosanct. Violence and vitriol must be purged from the public square. Members of other political parties are not our enemies; they are our fellow citizens. May God bless Charlie Kirk and his family, and may God guide America toward civility."
The view that imagines AI wiping out jobs or causing some overnight shock to the system doesn’t contemplate that companies are a made up of a series of bottlenecks. When AI accelerates work in one area, you run into a bottleneck somewhere else.
As any individual workflow gets more efficient, the ultimate productivity gain is still constrained by some other part of the system. And usually it’s the case that that part of the system will not have inherently seen the same impact of AI efficiency, which means humans are still doing the work.
Take almost any process in an enterprise and you can see how this plays out. If AI Agents generate leads for the sales team, the bottleneck will be humans to have conversations with those customers. And if the leads are good, that will mean more sales hiring. If AI Agents generate more code, you will eventually be bottlenecked by the engineers that can review and incorporate that code into production.
You can quickly see how this scales to any process in an organization. Economists and others tend to totally miss how work actually happens in a company; it’s not a series of wholly independent tasks, but instead highly interdependent tasks that all link to each other across a system.
This is of course the natural rate limiter of AI efficiency gains, but also the reason why humans will still be doing so many jobs in the future.
Defense tech is no longer a niche. It is becoming one of the most important markets for software innovation today.
With a growing $863B+ DoD budget and rising demand for innovation, there’s massive opportunity for startups to transform how the military adopts and uses modern technology.
In our latest blog, General Partner Michael Brown and Vice President Aaron Neil (@aneilvc) outline why now is the time to build in defense, what frameworks we use to understand the landscape and the themes we're most excited to back.
Check out the full blog: https://t.co/LjoSOdOhJW
Congratulations to Grant Demaree (@DemareeGrant) and the entire @Onebriefapp team on all the incredible momentum you’ve had this year! We're thrilled to partner with you and lead your latest $20M financing round.
OneBrief is transforming how the defense community plans and collaborates with cutting-edge workflow software and AI-enabled tools. We’re excited to support this next chapter as the company continues to innovate and expand its impact across national security and beyond.
Read more: https://t.co/1e9hgfq54X
Battery deal team ⬇️
Michael Brown
Aaron Neil (@aneilvc)
Jony Ive and OpenAI’s partnership is a big vote of confidence in San Francisco. Our city has a strong history of creativity and innovation, a legacy that is alive and well today. This is the place to create the future.
Back in the day, it was Goldman Sachs alumni getting top US government positions
Under this new Trump administration, it’s being replaced with a16z alumni and the PayPal mafia
Silicon Valley replacing Wall Street is an interesting trend to watch unfold
We are thrilled to congratulate @AraServiceTitan, @VaheKuzoyan and the @ServiceTitan team on the company’s initial public offering, an incredible milestone! 🎉 Eight years ago, we began exploring the idea of empowering non-desk workers like tradespeople with modern software. That journey led us to ServiceTitan, whose founders, inspired by their own families, built software for industries like plumbing, HVAC and more.
Every company in the world worth more than $1 trillion was founded on the US west coast, including Saudi Aramco which was started in the same building as @flexport here in San Francisco.