exec search family office · vc · pe
Joined April 2010
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David Chie retweeted
in 5 days, Folk has added 140,000 new users and gone trending in several app stores.
at peak, people sent 850,000 messages in a couple of hours.
if you're hungry and obsess over product and speed, let me convince you to join my team! great salary and founding-level equity.
David Chie retweeted
Early in Google's history, we would always idly talk about how we should have a hedge fund that traded since the whole world was telling us what they were thinking...
If labs can't release frontier models because of safety issues, doesn't this incent them to go into areas where they can make money off the smarts to fund their next bigger models?
David Chie retweeted
I'm hiring at @perplexity_ai and looking for someone with a very particular set of skills. the ideal candidate...
• eats, sleeps, and breathes native mobile apps (esp iOS) and probably preordered the Duo
• has strong visual/animation chops and a knack for bringing brands to life in product
• is very comfortable prototyping on device, vibing out some SwiftUI in Xcode, and putting up their own PRs
if that sounds like you, DM me a video of something you've built in the last six months (either on the clock or on the side), specifically on/for mobile, that you're super proud of. and if it sounds like someone you know, tag them in the replies!
David Chie retweeted
A fundamental belief of mine is that we are entering the age where quality of work will matter more than anything else
Historically, producing any sort of work, whether a service or product, was always about finding a balance between quality and speed
Almost always, you had to trade one for the other in order to hit certain timelines, milestones, or to keep promises you made to your customers
With AI, that constraint is slowly going away. Speed is rarely the bottleneck for high quality anymore. Work that used to take days can now be done in the span of hours across many white collar professions
The result is that speed is no longer impressive because everyone has access to it
However, what these AI tools don’t give you is quality of work product. Much like anything else, these tools only produce quality at the level of the person using the tool.
Just as an example, someone who has never coded in their life cannot produce the same quality of software that an experienced engineer using AI can create
To this day, work completed using AI remains very distinguishable vs work created with human expertise behind the wheel guiding the AI
As AI only created products and content exponentially increase, people will begin to search for human quality in the midst of endless LLM generated alternatives
This will the deciding criteria for many choices that the every day consumer will
make in the future. Build and create accordingly
David Chie retweeted
Learn how to ask questions. Dare to ask questions nobody has possibly ever asked.
David Chie retweeted
I’m moderately optimistic that the data center backlash has peaked. A month ago there were many calls for moratoriums. The discussion feels more nuanced even in the past few weeks, changing from whether to ban to how to develop responsibly.
More politicians are leaning in by directly speaking to their constituents about the issue, the concerns, and the safeguards. Developed correctly, data centers can be a benefit to a community.
Sentiment on this issue spiraled so quickly with the lack of credible messengers. Communities are understandably skeptical of what the hyperscalers say. They need to hear directly from elected leaders who can acknowledge the tradeoffs, explain the protections, and make the case for responsible development. The politics remains very risky, but leaders are supposed to lead.
David Chie retweeted
A super smart scientist asked me last week: what's so hard about reshoring general advanced manufacturing (short of TSMC frontier precision chemistry)? Isn't the issue just labor cost? Nope.
A toy example to illustrate: We're trying to build a lot of drone motors in America right now, and falling short. It's not a labor cost issue.
The work instruction says: this magnet, this adhesive, cure at this temperature, wipe the rotor first. Any competent team can build the station and follow it.
But in week 3, motors start failing vibration testing. Some of them, mostly night shift. Also, weirdly, whenever the careful new hire is on station.
The adhesive cures differently with humidity, and the dehumidifier cycles differently at night. The new hire wipes the rotor generously, and that leaves a solvent film the adhesive doesn't like very much. Someone who has run a motor line before can figure this out in 10m. Everyone else -- struggle city.
The "fix" is two lines in the work instructions: run the dehumidifier continuously, one solvent wipe per rotor. But those lines aren't in the work instruction, and they're not in anyone's! At best the fix becomes a corrective-action report in one line's files, linked to nothing and never read.
A motor line rapidly may go from 5 to 40 stations, each with a dozen of these painful stories on the weekly as it grows. "What Shenzhen knows" is not written down in a book whose covers can be sliced off and ingested into a model, it's a few million humidity stories stored in people, and a pace of knowledge-rich adjustment that keeps cost down and yield high. The only way to get it back is work with people who have brought up lines, to reshore and grow the ecosystem of people who have this knowledge, and to capture that knowledge as we build.
Lots of people have clever ideas about the data capture/API piece, but we think the business of manufacturing may need equal portions pain tolerance, customer commitment, and cleverness on talent.
America needs to solve the other half of reshoring.
David Chie retweeted
Phenomenal quote by @sherylsandberg (quoted by @boztank in his interview):
Companies rarely fail by setting hard goals and missing. They fail by setting easy goals and hitting every one.
David Chie retweeted
tfw ai advises you on how to fix something in the physical world and you realize that you're literally a tool call now
David Chie retweeted
it’s fascinating how many ppl today are playing what i call the pre ai capitalism game which includes stuff like getting the bag (aka accumulating capital), mining for status, keeping options open, & then possibly exiting the arena once one or more of these hit.
this is very rational in a scarcity world but it’s much less obviously rational in a world where labor, media, software, knowledge work, & maybe even company formation get aggressively abundant (aka the agi world). ask yourself how much value with your capital/options have in this world?
in an agi world there is a real possibility that the real value may actually lies the opposite stuff like durable trust, taste, ability to get distribution, community, institutional memory, reputation (huge), & the ability to play in the game with high quality ppl for a long time.
David Chie retweeted
we're looking for Founding PM for our Agents product.
pros: you'll be working with me
cons: you'll be working with me
David Chie retweeted
"it takes hard work to achieve anything great" is a dangerous lie. great output comes from finding an activity that feels as natural as breathing or walking and great work becomes the very substance of your existence. if it feels like a grind you've found the wrong expression
