Will Quist

Partner @slow. I underwrite reasonably unreasonable futures, find where the value will concentrate, and help build the companies that capture it.

[Will Quist @wquist]

@AlanJamesCurtis @yrechtman I like the cut of your jib Alan.

[Will Quist @wquist]

@credistick The real villain is European waterfalls.

[Will Quist @wquist]

@TheAthletic @nytimes @yrechtman amazingly on brand

[Will Quist @wquist]

@tjcages @iankar_ DM me and we'll make it happen

[Will Quist @wquist]

@zbruhnke Yes.

[Will Quist @wquist]

The line between techno optimist and grifter seems very narrow.

[Will Quist @wquist]

@erikeccles you are gonna love my annual meeting slides when i share them

[Will Quist @wquist]

Customers want outcomes. Not robots.

[Kevin Gibbon @kevingibbon]

physical growth just hits different in Addison, IL.

@cytronic_ai revenue: +27% WoW for 10 weeks since launch → +106% WoW for 3 → +191% WoW for the last 2!

can't crank up token spend when real trucks hit the dock. we're automating 68% of manual operations every month to keep up without adding headcount.

[Will Quist @wquist]

My hot take is that this is actually the best use of SPACs. I tried to stand up a platform to generate a plethora of 'mini SPACs', so that the size of the SPAC itself and the incentives don't create bad valuation setups. But really its ideal, closed roadshow where you can disclose a lot of forward looking things; investor base that is super locked up so you can learn to be a public company over 4-6 quarters. If even a few of best companies committed to this, you'd see the narrative at 'growth' funds pivot real quickly. Unfortunately, GPs and LPs like the 'vol washing' too much I think.

[Will Quist @wquist]

“I can’t believe these AI valuations.”

When your next fund always shows up, the question isn’t really “is this worth the price?”

[Will Quist @wquist]

Replacement cycle coming.

[bubble boi @bubbleboi]

There is no way on earth Palo Alto networks will protect me from an AGI hacker. I expect the labs to start. to launching cybersecurity products soon. There’s a lot of synergy there because they get to make the threat and the solution at the same time. Everyone will have to pay protection money.

[Will Quist @wquist]

@JaredSleeper A+ post

[Will Quist @wquist]

AMEN

[villi @villi]

All SaaS founders looked back at the business model of on-prem software with envy and nostalgia.

All AI founders will look back at SaaS with envy and nostalgia.

Customers will rejoice.

[Will Quist @wquist]

@petkevichdan @SteveSarracino sure, its different this time

[Will Quist @wquist]

@SteveSarracino 20% data? MAYBE ;-)

[Will Quist @wquist]

My take is that most knowledge work requires that kind of cadence to really breakthrough. You can make linear progress grinding but not exponential.

This is actually informed by first hand athletic experience. I had never had any kind of structured offseason until my junior year of college and the gains I made in 9 months were WILD after relatively plateauing for a few years.

[Will Quist @wquist]

@TedTobiason @Camp4 idk teddy, kobe was an offseason ninja I think.

offseason doesnt necessarily mean 'kick it in cabo' the whole time. but you rest / recover / build on your fundamentals / work on a few skills to get next level. And you have a full tank going into the season.

[Will Quist @wquist]

There is a reason that the best performing athletes really use the off season well.

[Michael Winslow Brown @mbrown_co]

"Get comfortable being uncomfortable" is a terrible long-term strategy.

It's necessary in certain seasons. Business is hard. But it shouldn't turn into the default.

In the Navy, we had a term for this: the normalization of deviance.

Most entrepreneurs I know have discomfort handled.

The harder skill is getting comfortable being comfortable.