Beau Milelli

just wondering

[Beau Milelli @beaumilelli]

Data privacy is a touchy subject - corps take a ton of it, but really can only use so much in order to personalize user experience.

With the popularization of agents that get full transparency and are great because of it, I think consumers are going to lean-in and ask that more be done with their data, not less.

[Beau Milelli @beaumilelli]

I really think $FVRR can turn it around. People can now create more themselves with ai, but that doesn't mean they'll want to.

Instead, the best designers will use it to make even better work, more quickly, and for less.

I'm interested to see how it plays out, but wow, 300m is a wild price.

[Beau Milelli @beaumilelli]

The notion of supply risk being the new key underwriting factor for vcs (vs demand in the 00's and 10's) is interesting because it's probably true and very much goes against the "taste is the new moat" model

[Beau Milelli @beaumilelli]

pretty cool article on early zuck. feels like the social network got him just right

https://t.co/gVDmMH5qVj

[Beau Milelli @beaumilelli]

Cool excerpt from Michael Moritz's 1984 writeup on Arthur Rock:

"He is almost always one step ahead of fashion and never expects a quick payoff. He makes up his mind swiftly, acts decisively, moves quietly and seems to have an impeccable sense for where technology and markets will meet."

Concise definition of a great VC

[Beau Milelli @beaumilelli]

Not enough people are talking about @radicalvcfund new raise.

At > a billion dollars, it's the largest raise in Canadian VC history.

It would have been cooler if it was destined for seed instead of growth, but I still believe it's an augur of a special decade to come in Canadian VC.

[Beau Milelli @beaumilelli]

@alexandr_wang Hi Alex, I feel like adding in a speech feature where Muse tells me at the beginning of the day all that's going on in it (personally and around the world), would be super helpful. Sort of like a personalized version of The Daily.

[Beau Milelli @beaumilelli]

@lzminsky would be excited to help you or give my opinion on anything in the space as someone who knows little

[Beau Milelli @beaumilelli]

Respect and reverence for @travisk but Atoms is the NeXT of his career.

Going after robotaxi space sets him up in the same way Jobs building an OS at NeXT did for him.

Excited to see him back at Uber in the coming years.

[Beau Milelli @beaumilelli]

https://t.co/cN66nb3pS1

[Beau Milelli @beaumilelli]

They make daring bets on the future, but struggle to be personally original. Why? https://t.co/01xHpwm8VX

[Beau Milelli @beaumilelli]

A comparison of two of the most exciting data-for-robotics companies in the space. https://t.co/52pvIcN34Z

[Beau Milelli @beaumilelli]

A quick overview of where consumer ai is going. https://t.co/32So46U5Vd

[Beau Milelli @beaumilelli]

US open this year is shaping up to be the year of the American.

Tommy Paul and Shelton both are primed to upset

[Beau Milelli @beaumilelli]

@RJCcapital Cyber stocks for sure. Probably $CRWD would be my bet, it’s a pretty easy 5x in my eyes

[Beau Milelli @beaumilelli]

@philippswu
@YideShentu @itsnemojin, am so curious

[Beau Milelli @beaumilelli]

How is @xdofai different from @MeckaAI ? Curious what people in the industry think.

[Beau Milelli @beaumilelli]

@uynitsuj Justin - random reply because I can't honestly distill what XDOF does at its core in super layman's terms - can you give me the run down on XDOF? Is it models or data collection or actual robots or some combo of all these?