First check investing at F4 Fund.
Joined February 2007
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Two things are true:
1) Startups don’t have a moat at inception
2) A conversation about what the company’s moat might look like in the future is a good way to learn more about how the founder thinks
Actively looking for game devs who agree with this
Who is this for?
Introducing Core, The Personal Al Computer
The most powerful technology humanity has built should belong to you
Order today: ghost.ai
Wow. Blocks meeting transcribers for only the minor inconvenience of rendering you completely incomprehensible to everyone in the meeting. Genius idea
Here's a demo of a conversation between two people at Deveillance @be_inaudible
Watch the live transcription fall apart.
Are you raising? Comment/DM and I’ll send you a personalised list of the 25 best investors for you to talk to based on what you’re doing.
One advantage of being a tech person with an English literature degree: I've read much more obtuse and garbled literary criticism than anything Opus can throw at me.
Dead on. Too many wealthy interests have too much money tied up in Anthropic and OpenAI to allow cheap frontier-close AI competition from open source to proliferate, and every bullshit argument possible will be deployed against it
The capital markets are too self-interested to do the “right” thing
Too much money is tied up in OpenAI and Anthropic, and if they were to fail by whatever means, that would be more painful (both directly financially and by sentiment) than influential stakeholders and this administration are ostensibly willing to accept (a lot of feasible contagion, esp in private markets). Regulating ourselves out of global competitiveness is ok as long as it serves the interests of a certain few.
The self-interest in profits at any costs is to a large extent a (but not only) self-inflicted root cause why we’re in the predicament of being usurped by the Chinese in the first place
David Kaye retweeted
naval inventing "being a massive dick" from first principles
why Naval deleted his calendar, ghosts everyone, and refuses to be anywhere at a specific time
Naval: "I read a blog post by Marc Andreessen where he said don't keep a schedule. And I took that to heart. So I deleted my calendar and I don't keep a schedule. I try to remember it all in my head. If I can't remember it, I'm not going to add it."
"I have a nasty email autoresponder that says, I don't check email and don't text me either. If you need to find me, you'll find me."
"My wife knows not to ever book or schedule me for anything. I'm not expected to go to couples dinners. I'm not expected to go to birthdays. I'm not expected to go to weddings. If somebody tries to rope her into having me show up, she says he makes his own decisions. You got to ask him directly."
Chris: "Are you not killing serendipity in a way?"
Naval: "No. I'm freeing up all my time. So my entire life is serendipity. I get to interact with whoever I want, whenever I want, wherever."
David Kaye retweeted
We just solved the biggest UX problem in AI.
Today, we're releasing AI Autocomplete, a SDK that gives every text box a brain.
It boosts your conversions by 50%+ by guiding your users as they type with what your product can do, and 500+ companies have already signed up.
So check it out if you have a search box or assistant.
Add it in under 5 mins ↓
ai-autocomplete.com
(or comment your product name, and we'll reply with a demo of it working on your product)
David Kaye retweeted
It’s All Pre-Series A Now: open.substack.com/pub/chudso…
David Kaye retweeted
2E is back! Our fall camp in San Francisco for irrationally passionate teens.
Know a geeky teen (can be in any area)? Encourage them to apply by August 2nd -- it could literally change their life!
See our post about 2E in the comments.
Better still: prove your velocity in Champions. Do it well and we'll fund you and get your round done: f4.fund/champions
David Kaye retweeted
will actually double down here: imo SF is explicitly the *wrong* city for 90% of seed-stage startups to relocate to (from my experience with globally distributed founders):
> "we're going to SF" because "available resources" is often an unknowing attempt to paper over the cracks vs solving actual business issues
> a modestly-funded seed-stage startup that isn't already well-connected in SF (or carries serious cachet) is highly, highly, highly unlikely to hire the best talent in SF (everyone and their grandmother is trying to hire the best SF talent, and they will likely have "better" options). more likely, you will overpay for mid-rank talent (at best)
> many fresh founders move to SF and become disillusioned by the noise, and often the herd talks them out of pursuing their original, idiosyncratically good idea (and they pivot to align with the noise)
> bye bye runway (slash your runway due to increased expenses with questionable upside. being nimble is a feature of an early startup, and slashing runway kills it).
