Co-founder/Partner @hanabicapital Prev Partner @IndexVentures, Infra Eng/PM@ Palantir + MemSQL

Santa Cruz, CA
Joined July 2009
I really enjoy that Jensen just refers to them as "computers". I am not sure what else he would call them, but it just feels incredibly quaint and old school.
113
Bryan Offutt retweeted
At some point you need to stop playing covers and start playing your own songs.
You cannot execute someone else's strategy. Nobody thinks about your business nearly as much as you do. No one can obsess over the problem more than you. You have more data than all of them combined. You're the one who has to execute on all the space in between. Every decision downstream of a framework you don't actually believe in gets wobbly. You just accumulate drift. When things don't go perfectly right (and at a startup, they won't), you'll start second-guessing the whole thing and think you probably should have just done it your way. So yeah, just do that from the start.
2
1
34
1,792
Single breadcrumb is dropped on table. All of X: this breadcrumb means *insert sweeping assertion about the loaf that it came from*
1
145
There’s a difference between idea market fit (promise market fit?) and product market fit.
1
2
262
Another terrible Ravens 4th quarter implosion in the books.
212
It’s unbelievable how bad NFL officiating is.
172
The movie is as good as everyone says it is. It is the only documentary I have watched where had to regularly remind myself that what I was watching was real. Genuinely thought provoking.
304
I wonder to what degree lab revenue is improved by releasing models more often simply because everyone has to run evals against the new models.
1
8
996
One of my strongest beliefs is that the term "conviction", its overuse, the way it's venerated, and the incentives that veneration creates has done considerably more harm than good in VC. There is an important distinction between belief and feigned (or retroactive) certainty.
7
472
The big question w.r.t. AI revenue is less todays numbers, but rather "what's next"? Coding is peculiar in that it is low risk, low barrier to adoption, high economic value, highly verifiable = fast rev. Not totally clear what next turn is, or if coding is yet saturated.
3
245
What reading financial leaks from the labs feels like.
206
Modal is a case study in delayed gratification and building hard things. Building hard things takes time. There is no $Xm in 6 months. That is by design. But once you do it, you reap the benefits. I believe some call this a "moat".
2
3
34
1,587
There is something very ironic about the fact that at the exact time that doing financial research is the easiest it has ever been, the depth of financial research seems to be at it's shallowest.
3
325
Anthropic distillation comments are great IPO narrative management. 1. Must mean rev has indeed slowed. Great way to explain that away. 2. Combats the "open source is coming narrative". Magically they did not the gov to do this and economic incentives do, in fact, work.
5
2
25
4,147
The concept of SF tech week is like the beach having sand week.
11
11
1
376
24,947
Anduril is building America's largest shipyard since WWII. This space needs bold investment and decisive action. In the 1790s, Baltimoore clippers were the fastest and most advanced sailing ships of their time. King George III didn't stand a chance. Time to run the same play.
5
481
When I turn my car on the default channel is MAGA/Rush Limbaugh style AM talk radio. I catch a bit before the car switches to Bluetooth. They are now talking about AI 100% of the time. It is a bizarre combo of quite well informed and very poorly informed. A few things:
1
1
385
1. They absolutely love data centers. 2. Bizarrely, despite the above, they absolutely hate data labeling. 3. They understand simulation, but also think robotics will take plumbers jobs in the next year. 4. Everything, and I mean everything, is a Chinese psyop.
84
Ravens played poorly but just got robbed. That was clearly not a touchdown.
3
302