Coatue took apart the first iPhone in 2007, mapped the bill of materials, and bet on the whole supply chain instead of just @Apple. The rest was history.
Now get the same exposure to AI's upstream infrastructure with new @USDai_Official Feb 2027 maturities:
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We hosted SF's only co-ed mixer with more women than men. 45 women, 35 men, and 4 relationships I personally know came out of it.
And I'm the guy who went viral for staying "single until series B." Here's the storytime:
One random Sunday I tweeted that there should be a singles mixer for YC and a16z speedrun founders.
The shitpost hit top news on X. Consensus: "no women will sign up."
Instead, dozens of women DMed me: "please make it happen, just keep the ratio right."
@dianeemccormack from Fondo offered to run it. @peggy_wang from SparkChat & @parthma said they're single and in.
While we planned, I went viral again with my bro @contextconor for joking I'd stay "single until series B."
@gregisenberg called it the single worst trend to come out of silicon valley. People called me "everything wrong with SF," said incels were killing the city's dating culture (fun fact: it doesn't exist).
So now I was the "single until series B" guy throwing SF's biggest singles mixer. The irony was not lost on me.
But a million views, thousands of DMs, and hundreds on the waitlist were counting on me. @pulley signed on to sponsor.
So I leaned in. I asked @peggy_wang to be the face of it, dunking on the techbros: sign up so you don't end up like me, single until series B.
I was guiding people to a treasure I couldn't possess. And it worked.
Best event I've ever hosted. Curated people from every walk of life, not just YC founders, actually hit it off. The girls' group chat is still popping lol.
Moral: you can have your cake and eat it too. It's just harder. You can stay "single until series B" and still help everyone else find their person.
As @gregisenberg put it in his tweet calling us out: you can have it all. (all love, I like his work)
This is independent of my startup @KoyalAI, which helps people make films with AI. Yes, also controversial. I can't help it.
@citrini The math makes zero fucking sense.
The entire power output of the ISS would be consumed by one small rig, and would need a solar panel sized external heat sink just to cool it 🫠
I survived the first 3 mass layoffs at Meta before eventually negotiating a mutual separation agreement, which was pretty good, if I say so myself.
Before all of that, I held Meta/Facebook in extremely high regard. I honestly believed it was the best tech company on Earth to work for.
And yes, I LOVED the ruthless, cutthroat, no-BS builder culture.
I loved being surrounded by engineers so sharp they forced you to level up or get exposed. I loved the ambition. I loved the pressure. I loved that the place had teeth.
When you walked into the buildings, you’d see the company values on the walls. The best one, which they got rid of right before the first layoff, was:
“This is now your company”
That line was electric because it was true. I felt like it was my company. So did everyone else.
We had leaders like @schrep , @ID_AA_Carmack , @ylecun , @sherylsandberg , @fidjissimo and a bunch of others whose names are escaping me, but whose standards shaped the entire place.
Facebook, or Meta, depending on when you got there, was magical. Not soft or cozy or “family”
Magical because it was ruthless in service of building something truly GREAT.
The tragedy is that the ruthlessness outlived the magic
As an ex-Meta employee, I genuinely don't understand why people get butthurt about the constant layoffs.
That's the game you signed up for. A deal with the devil. You get paid top of market, and in return every couple of months you have to do Hunger Games.
It's not a secret.
@CryptoKaleo Your grandma gets phone scammed
Opens up Zelle, goes to send $2000
Instead she can only send $500.
They aren’t building guardrails for you
Believe that the whole gist of "juniors will be out of jobs because of AI" is too much of a knee-jerk low hanging conclusion
Instead the world will be split into those who know how to use AI vs those who don't. And the latter is mostly comprised of the older 40-60 year old middle managers and not the young.
IMO the edge of juniors is that these are the kids who were raised in the internet age - they are inter-native (internet natives), and will be able to leverage AI to its maximum potential. It depends on context, but I would probably hire a high-skilled AI junior, over a middle-skilled boomer with little to no AI know how
Last point - people on X over-estimate how much people "know AI" ; at big banks, I've seen many of the courses just about how to install and use Claude / OpenAI. Most know how to drag and drop documents, ask for summaries / FAQ - but nothing beyond that
Basically, it's using Google Search vs understanding Google SEO
job market is cooked because of AI
I have always been an entrepreneur and will stay an entrepreneur till the end of my life.
but wow
This new market is essentially forcing everyone to become an entrepreneur
just a piece of advice for everyone who is going on this journey
it takes years to see results.
years of nothing.
then it all comes in.
@anistotle_ It’s my god given right to attend university, graduate and then be enshrined with a cushy email slop corporate position for the next 20 years
The hole that big tech dug for themselves with "AI is coming for the jobs"
At the exact same time GenZ is struggling in the job market, competing against DEI discrimination and immigration, and inflation rocketed...
Generational disaster in Public relations.
It's surprising to you that people hate data centers?
a conservative target for zec is to reach ~3-5% of btc, as bitcoin holders rebalance a bit into zec as a hedge.
an aggressive target is 15-20%. thats where silver is relative to gold.
the moonshot target is the flippening, in the unlikely event that something catastrophic happens to btc (eg saylor, quantum).