Omar Khashaba

VC | Former operator
Writing Shifting Moats on competitive advantage and how it shifts over time

[Omar Khashaba @okhash]

essay attempts to synthesize the work of @PointNineCap @lightspeedvp @a16z who provide the intellectual scaffolding

[Omar Khashaba @okhash]

1/ For decades, software made humans more productive.
AI replaces the work humans do altogether.

[Omar Khashaba @okhash]

5/ Over time, the market won’t care what you call yourself.
It will care who performs the work, how incentives are aligned, and how value scales.

(Full essay ↓)
https://t.co/ZXOTEaTxgB

[Omar Khashaba @okhash]

Is AI a Bubble?

Howard Marks’ inflection vs mean-reversion distinction that matters if you’re allocating capital today.

https://t.co/WzezhJjcQD

[Paul Graham @paulg]

Oklahoma plans to kill Richard Glossip on May 18. The state's own attorney general has said that this would be a "grave injustice," but other people in Oklahoma are determined to go ahead and kill him. Sound crazy? Keep reading; it gets crazier.

[Roman Sheremeta 🇺🇸🇺🇦 @rshereme]

The faint hearted should not read this.

Yesterday, at our own risk, we left Mariupol under gunfire. We stayed overnight in a field in a gray zone. It was freezing outside, thank God we are alive. We are alive to scream that everyone who stayed in Mariupol needs help!

[Omar Khashaba @okhash]

@pmarca How does your investment committee make decisions and why? Majority vote / deal partner makes final call following discussion / other?

[Packy McCormick @packyM]

I set out to write a normal Sponsored Deep Dive on NBC portco @usebraintrust... then I realized that it was the perfect case study for:

- "Real-world" web3 use cases
- Tokenomics
- How a user-owned network can both create AND capture more value

https://t.co/OQPovbJiKf

[stephen west @iamstephenwest]

Nietzsche thought the problem we have wasn't suffering in and of itself, but the meaninglessness that seems to be attached to it. This is why he has a common association to the quote, "To live is to suffer. To survive is to find meaning in the suffering."

[Taylor Pearson @TaylorPearsonMe]

I have no idea how to test this but I suspect that that there is a strong correlation between number of history books someone has read and how moderate their opinions are.

History is a list of simplistic ideologies failing to work as promised over and over again.

[Omar Khashaba @okhash]

8/ You can find my full essay on Roam's potential impact here:

https://t.co/byEu9F3h9U

[Omar Khashaba @okhash]

1/ @RoamResearch could become a powerful catalyst for human progress if it transitions from a closed-loop tool for networking an individual's thoughts to an open-loop meta-network of multiple individuals' networked thoughts. 👇

[Omar Khashaba @okhash]

7/ This will allow us to seamlessly trace relationships between ideas and phenomena across all domains of human knowledge. Our synthesis will be augmented by machine learning models further accelerating our learning loops.