Every VC had a reason Vercel shouldn't exist.
Guillermo Rauch heard a different reason from every investor he spoke to when building Vercel, and he kept going anyway.
He joined us live at Mercury HQ in SF for Founders in Arms, and this was one of the sharpest moments in the conversation: the idea that consensus is a signal to walk away, not lean in.
Full conversation with Guillermo Rauch (CEO, Vercel) on the latest Founders in Arms episode. Link in bio.
Bueno. Recién termine de leer el S-1 de @SpaceX. La conclusión es una sola: el software es humo porque cualquiera te lo copia, el poder real es fabricar los fierros.
Por eso queman el 76% del raise en chips $NVDA mientras arman Terafab para hacer sus propios chips. Salen a buscar 75.000 palos verdes para adueñarse de la infraestructura física del planeta. El que tiene las máquinas pone las reglas. Elon la ve.
Cine absoluto.
Sacándole el 100% del patrimonio a todos los más ricos, no se pagan ni 6 meses del presupuesto de un año del Estado. La batalla ricos vs pobres la inventaron los zurdos para hacerse del control del Estado y convertirse en mega ricos y perpetuarse en el poder. Saben que por sus capacidades, en el sector privado, no podrían manejar ni un kiosco. Zapatero es la última muestra de esto.
Debe haber pocas cosas más importantes para la historia de nuestra Nación que sacar las 300 mil toneladas de uranio que tenemos bajo la tierra. Chubut podría ser la próxima Neuquén.
Congrats and thank you for diving into the trenches to discover and then share with us this insight that hardware companies do not generate "ARR" early on the way SaaS can. This is the sort of alpha that makes twitter incredible :)
.@PalmerLuckey: American companies don't actually have engineers anymore.
"American companies have been hollowed out."
"We're not teaching engineers how to be engineers anymore."
"We're not teaching designers how to actually design things to be manufactured."
"We're teaching them how to be high-level design shops that put together a design package, that gets sent to the real engineers in China—and they actually figure out how to do the work."
"People are turning into architecture astronauts."
"They pick components, and they put them in a nominal layout."
"But the real work of—how am I actually going to put this together? How am I going to build a manufacturing line to make this? How am I going to need to figure out how to do the one, two, three, four, five different revisions of this board to pass radio emissions and interference standards? That's all done in China. So they are the real engineers."
Via @HooverInst
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