Will Quist

Partner @slow

[sam lessin 🏴‍☠️ @lessin]

The new marketing associate who has taken over the slow ventures insta as of yesterday leaves something to be desired 😆😆😆

[Anand Sanwal @asanwal]

"Unless it's a top university, go to the cheapest one that you like."

This is the right advice for those deciding on which college to attend when thinking about future employment

Going to Boston University or Oberlin just won't matter

h/t @auren

[Ed Zitron @edzitron]

Yeah almost like every ai company obfuscated and subsidized the costs for years and suddenly decided for enterprises that they needed to pay the token rates.

[Jerry Capital @JerryCap]

Google equity raise summarized.

[Will Quist @wquist]

where the real innovation is.

[Nikunj Kothari @nikunj]

All you had to do to make life changing wealth was to invest in ~every public company along the 237

[Will Quist @wquist]

@ratlimit @Jack_Raines

[Will Quist @wquist]

@iamjakestream me too!

[yoni rechtman @yrechtman]

If only there were some way to @AcquireTokens

[villi @villi]

One of the startups that has raised the most money helping brands show up in AI does not show up in either Claude or Gemini when I ask them for the best tools that help brands show up in AI results. 🤔

[Yoshik @AskYoshik]

The AI numbers are starting to look very ugly.

Even under "best case" assumptions, FT's own data shows Microsoft AI ROI at -9%, Google at -15%, Meta at -28%, Oracle at -35%. Only Amazon barely comes out positive.

This is exactly why I keep comparing this to the dot-com era. Incredible technology does not automatically mean sustainable economics. The internet survived. Most internet companies didn't.

Right now hyperscalers are spending trillions hoping future demand catches up to present capex. That's not certainty. That's a leveraged bet.

[Matt Slotnick @matt_slotnick]

congrats to the select few investors that made the cut in anthropic’s series G

GIC, Coatue, D.E. Shaw Ventures, Dragoneer, Founders Fund, ICONIQ, MGX, Accel, Addition, Alpha Wave Global, Altimeter, AMP PBC, Appaloosa LP, Baillie Gifford, Bessemer Venture Partners, affiliated funds of BlackRock, Blackstone, D1 Capital Partners, Fidelity Management & Research Company, General Catalyst, Greenoaks, Growth Equity at Goldman Sachs Alternatives, Insight Partners, Jane Street, JPMorganChase through its Security and Resiliency Initiative and Growth Equity Partners, Lightspeed Venture Partners, Menlo Ventures, Morgan Stanley Investment Management, NX1 Capital, Qatar Investment Authority (QIA), Sands Capital, Sequoia Capital, Temasek, TowerBrook, TPG, Whale Rock Capital, and XN.

[Will Quist @wquist]

@sarthakgh OR they don't think customers wanna buy it that way.

[Andrew Reed @andrew__reed]

the bigger a city's tech week, the weaker the city's tech

[Will Quist @wquist]

@buildwithparas yes

[Will Quist @wquist]

reminder: you companies worth is directly related to how much value you create for customers. doesnt feel like it needs to be said, but here we are.

[Will Quist @wquist]

@BrennanWoodruff that may or may not have been my point

[Will Quist @wquist]

@gilesvangruisen what kills me isnt the future customer value being overvalued, its the lack of any rigor on what it might actually be

[Will Quist @wquist]

@gilesvangruisen is that not directly downstream of how much value you create for customers?

[Will Quist @wquist]

@data_nerd credible people who have earned the right to be non-consensus and correct about how the world works in 15 years + an important / novel plot they can communicate in a few sentences

[Will Quist @wquist]

@data_nerd if an expert dismisses it out of hand after 30 seconds but after five minutes says 'i get it. i dont know if i agree but i get it'.

[Will Quist @wquist]

@data_nerd i guess? idk. don't remember the last time a deck got me to take a meeting...