Dror Sharon 🚀🎗️🟦

Partner at @Sentinel_bridge // deep-tech entrepreneur // founding CEO Consumer Physics, makers of @my_scio // bio:

[Dror Sharon 🚀🎗️🟦 @dror_sharon]

The new @my_scio ChangHong H2 phone analyzes molecular properties! #technology #StarTrek #tricorder https://t.co/4T38xhIA9S

[Dror Sharon 🚀🎗️🟦 @dror_sharon]

@sarahcuda Welcome back!!!!!!

[Dror Sharon 🚀🎗️🟦 @dror_sharon]

@antoniogm

[Dror Sharon 🚀🎗️🟦 @dror_sharon]

@antoniogm

[Dror Sharon 🚀🎗️🟦 @dror_sharon]

@antoniogm @spindl_xyz Good investors:
1) are truth seeking machines
2) have brutally honest conversations with the founders they back
3) recognize that investing is not a one-shot game
4) do not make decisions optimized over the short term

If you can find that kind of person, partner w them

[Dror Sharon 🚀🎗️🟦 @dror_sharon]

@Matanweitz97 “Burrito style”

[Dror Sharon 🚀🎗️🟦 @dror_sharon]

@markpinc

[Marc Andreessen 🇺🇸 @pmarca]

There are no casual meetings with VC’s.

[Garry Tan @garrytan]

https://t.co/0hcNuYzbMd

[Dror Sharon 🚀🎗️🟦 @dror_sharon]

@ritwikpavan @tomeghale @JamieSiminoff @cmonkey @mehul @ericmigi @Scobleizer 👋

https://t.co/YwRyPhAK3F

[Mike Vernal @mvernal]

https://t.co/n7pVVA3uXu

[Chamath Palihapitiya @chamath]

Very amazing email to get:

“Hi JCal, Chamath,

55 days ago you two had a 4 minute conversation about EAs and Athena.

Since then we have:
closed $29M in new revenue 🤯
seen a -53% decrease in blended CaC, placed 683 Athena executive partners ❤️  683 new jobs!!”

If you are looking for an EA, try Athena - they are excellent, only cost $3k/mo and you are helping some amazing people around the world upgrade their quality of life.

https://t.co/WYgRR4aLBP

[a16z @a16z]

Costco is the king of low prices

Charts of the Week: https://t.co/PGxjCSffOC

[Patrick OShaughnessy @patrick_oshag]

My conversation with @DanielSLoeb1, his first ever podcast and one I've been wanting to do for years.

Dan started Third Point in 1995 with $3 million. Today the firm manages over $24 billion across equities, credit, venture, and insurance.

Along the way he wrote some of the most iconic activist letters.

We discuss:
- Why deep value stopped working
- The power of writing
- The Twitter and XAI credit trades
- Lessons from FTX and Danaher
- The Sony and Sotheby's stories
- What makes a great analyst today
- The importance of kindness

I feel lucky we all get to learn from one of the greats.

Enjoy!

Timestamps:
0:00 Intro
2:48 Macro Views and Tech Trends
5:13 The Roots of Third Point
10:30 Evolving to Quality and Thematic Investing
19:07 Market Psychology and Inefficiencies
24:10 Good and Bad Corporate Governance
29:19 Activism
31:23 Sotheby's
41:37 AI
44:28 Sony
52:50 Danaher's Operating System
56:31 Building an Insurance Business
59:25 FTX
1:05:17 What Makes a Great Analyst Today
1:07:24 The Next Decade
1:10:00 Kindest Thing

[Wall Street Apes @WallStreetApes]

It’s chaos in Yosemite National Park

This is the first summer since Yosemite stopped using their reservation system

There have been almost 100,000 more visitors than this time last year

It’s so crowded the lines of cards are hours long and people are parking illegally in the meadows that are supposed to be protected

“The line of cars goes on and on and on, all waiting to get into Yosemite National Park. People were waiting for like at least hour and a half and once you're inside, the waiting isn't over”

By 7.30 am parking can already be at capacity

“The entire park, it was impossible to park. There's nowhere to park for anybody. Waiting to find parking, waiting to get on the shuttle — With many getting impatient and just illegally parking wherever they could. There are people pulling onto meadows, pulling off pavement, going off-road”

“Environmental Resource Center says it was at least better than this. Without any limits the amount of vehicles, amount of people, it becomes overwhelmed. He believes the decision was good for business, not for the environment”

You can’t even take the shuttles they’re so packed, I found:

Shuttles are overwhelmed, trails including Half Dome cables are jammed, and congestion is constant. Park staff and environmental groups say it’s harming sensitive meadows and wildlife habitat

There is no daily cap on vehicles during peak summer hours

Many park employees, over 300 signed a petition, environmental groups, and former staff criticize the decision as prioritizing crowds over visitor experience

Go back to a strict reservation system. There are way too many people

[SharrellAnne @SharrellAnne2]

This is probably a long shot, but if anybody happens to be in DC this weekend and plans on visiting Arlington, I would love to see a fresh photo of my husband’s grave in Section 60.

SSG Alan W. Shaw
Section 60, Grave 8451
B Co 1/12 Cav, 1st Cavalry Division
November 10, 1975 - February 9, 2007

There’s just something about knowing people still stop by, still say his name, still remember. 🇺🇸⭐🇺🇸

[Dror Sharon 🚀🎗️🟦 @dror_sharon]

@dwarkesh_sp @reinerpope There are other architectures for very efficient chips…

[Dror Sharon 🚀🎗️🟦 @dror_sharon]

@EugeneNg The solution to high prices is high prices….

[Tyler Bosmeny @bosmeny]

A mic drop moment @ycombinator tonight

@sama just offered $2M in OpenAI tokens to EVERY YC startup in the current batch in exchange for equity

Just like Yuri Milner offering to invest in every startup back when Sam was a YC partner

I can't wait to see what's unlocked when you let the most driven, creative and formidable founders tokenmaxx