Robin Chan

startup investor @conductiveVC | previously @meta | side project @

[Tim Ferriss @tferriss]

"The single most important thing for anybody wanting to break into any industry is go to the headquarters or cluster of that industry. Move to wherever that thing is. And all the advice that you can do anything from anywhere and everything's remote is all BS. With AI, 91 percent of private technology market cap is in the Bay Area. Ninety-one percent of the entire global set of AI market cap is all in one 10 by 10 area."
— Elad Gil

Listen to my interview with @eladgil:

https://t.co/Z1cjLkdcX0

[Robin Chan @robinchan23]

A lot of vibe coders are learning the hard lessons now. Why I wrote about that here: https://t.co/oHfNrqW7e0

[Gideon Shalwick @GideonShalwick]

Hot take:

Vibe coding doesn’t (fully) replace thinking.

It replaces hard core, coalface coding.

If you want it to actually work, you still need:

- Deep understanding of what the market wants
- A clear user experience (not just “it works”)
- Real UI design with proper affordances
- Backend + infrastructure that can scale
- Security that won’t bite you later
- A plan for distribution

Vibe coding replaces the old dev bottleneck.

It doesn’t replace product, strategy, or execution.

What do you think @garrytan?

[Robin Chan @robinchan23]

I can't believe that with all these vibe coding tools, a dev still quoted me $15,000 and four months to build me an app. I built an MVP that same weekend on Lovable for $100. The bigger question: if anyone can build now, what comes next?
https://t.co/oHfNrqW7e0

[Robin Chan @robinchan23]

Every VC is building something now

[Garry Tan @garrytan]

I came back to code because AI made it possible for me to build at a level I couldn't before.

I'm not coding despite being CEO of YC. I'm coding because this is the most important technological shift since the internet and I'd be an idiot to experience it from the bleachers.

I'm 45, running the most important startup institution in the world, and I can ship production software at 2am. That's not a distraction from the job.

That is the job understood correctly.

[Scoutable @ScoutableHQ]

Should Alex Scott be getting even more hype? Genuinely one of the best young midfielders in the league right now

https://t.co/EmIFabWGlJ

#newbou #alexscott

[Robin Chan @robinchan23]

https://t.co/MymEEBTlpL

[Robin Chan @robinchan23]

Insightful from @Jon_Mackenzie on pressing. Distinguishing between players who are 1) good at the pressing motion and 2) good at winning duels. Mason Mount has both qualities and is why Man Utd’s pressing is so much better when he’s leading it.

[Jon Mackenzie @Jon_Mackenzie]

Thoroughly enjoyed having the chance to ramble my way through some thoughts on Manchester United's pressing and build-up.

[Robin Chan @robinchan23]

I love this analogy. Glasses are lightweight, mobile and fashionable. I’m excited for the future of smart glasses.

[Sheel Mohnot @pitdesi]

Zuck says glasses are the mobile device of the future, headsets are the laptop of the future

awesome interview @mbdailyshow

[Robin Chan @robinchan23]

Dog podcasting is about to be disrupted

[OpenAI @OpenAI]

Introducing Sora, our text-to-video model.

Sora can create videos of up to 60 seconds featuring highly detailed scenes, complex camera motion, and multiple characters with vibrant emotions.

https://t.co/YYpOAcrXQ3

Prompt: “Beautiful, snowy Tokyo city is bustling. The camera moves through the bustling city street, following several people enjoying the beautiful snowy weather and shopping at nearby stalls. Gorgeous sakura petals are flying through the wind along with snowflakes.”

[Yann LeCun @ylecun]

Alright guys....
Quest vs Vision Pro:
- Quest-3 is not just a better value, it's a better product.
- open vs closed ecosystem.

[Melanie Mitchell @MelMitchell1]

Hats off to whoever made this:

https://t.co/aRiJhbXqhE

[Robin Chan @robinchan23]

There were about 62,900 reported layoffs across MSFT, GOOGL, AMZN, and META last year (https://t.co/UdEtR3BdJt). This means each laid off tech worker added $46M in market cap. Not all layoffs are equal…

[Aswath Damodaran @AswathDamodaran]

Seven stocks (Amazon, Apple, Alphabet, Meta, Microsoft, Nvidia, Tesla) added $5.1 trillion to their market cap in 2023, accounting for about 55% of the $9.2 trillion added during the year by all 6658 US firms. https://t.co/iqd3GqHy5o

[Robin Chan @robinchan23]

Great thread on the Vision Pro. I find it hard to see this version of VR goggles getting to mass adoption. These are great for entertainment and gaming. But for everyday use and deep integration into work and life, I don’t think it will be something worn over the face

[Dylan Field @zoink]

OK, some friends have asked what I meant by this tweet, so I'll expand on my thinking a bit!

[Robin Chan @robinchan23]

Had fun learning about some capital efficient success stories - also never need a excuse to play around with Dall-E!

[Conductive Ventures @ConductiveVC]

Read our latest thoughts on why we value capital efficiency.
https://t.co/mE2uvR7jdU

[Aswath Damodaran @AswathDamodaran]

I last valued the FANGAM stocks in September 2020, but much has happened to them, since then, and I revisit my valuations. https://t.co/OkNvYIjWQk

[Robin Chan @robinchan23]

This

[Robin Chan @robinchan23]

Favorite episode of Murderville by far. @kumailn killed it!

[Ben Thompson @benthompson]

It sounds absurd to tweet it, but the FTC really is suing an American company for eliminating competition while a Chinese company is eating their lunch.

[𝚍𝚊𝚛𝚔𝚜𝚝𝚊𝚛 @jarroddicker]

web1– brands as media companies

web2– individuals as media companies

web3– communities as media companies