a lot of new followers (thanks for that!) in the past week, so allow me to reintroduce myself.
I'm brett!
designer/product guy from the Bay Area and founder of a v cool startup in NYC that I think will change how 1B people live and work
outside of that, I manage a small fund
we live in the real life silicon valley comedy:
- two young prodigal hacker/founders are at each others throats building competing AI pin startups
- both startups are named Friend
- one spends 1.8M to buy the Friend domain and launches on international friendship day
- the
Sora's video quality seems impossible so I dug into how it works under the hood
it uses both diffusion (starting with noise, refining towards a desired video) and transformer architectures (handling sequential video frames)
read on 🧵
initially i was really excited
but now my mind is wandering to this dystopian future where you live in this concrete jungle and none of the businesses you interact with have actual humans in them
maybe a punishment for us not treating retail workers more human
pick your poison
live in SF
- increase your startup's odds of success 3x
- decrease your odds of finding a life partner 100x
live in NYC
- increase your startup's odds of success 1.5x
- increase your odds of finding a life partner 100x
I went looking for some good UI design inspiration
but instead, I fell down the rabbit hole of designers competing to create the worst UI possible
happy to announce I won't use any of these hilariously awful bangers:
1/ the best way to limit username size
zuck's leaked 2015 email on facebook's VR/AR strategy is a wild read
I did an AR strategy project for the CEO of Google when I worked there and this is next level.
2500 words of pure brilliance from zuck on investing billions in VR/AR and acquiring unity.
I obv had to dig in🧵
the tech industry has this obsession with building the "wechat of the west"
billions of dollars have been invested in creating new super apps over the years
yet we still don't have one. why? 🧵
I worked on Google's M&A team when we were doing 40+ acquisitions a year
21 things founders should know about getting acquired
1. your team will likely have to pass interviews at the new company, so hire well.
2. every time your valuation increases, the number of potential
i love that this was steve jobs' favorite piece of art
perfectly encapsulates what made him brilliant and one of the most important skills for founders - being able to simplify things down into their most essential form
this room temperature superconductor stuff is absolutely insane
I dug around to find out how they work and how the world is on the verge of a complete transformation because of them
read on 🧵
just stumbled on sequoia's 2005 investment memo for youtube
when I was on google's M&A team, we considered it the best acquisition in the history of the company
It's 41 pages of juicy details on why they invested (thanks for the lawsuit, Viacom)
I obviously had to dig in🧵
My dad died this Friday.
Despite knowing this was coming for 8 years (he had a neurodegenerative disease), saying goodbye is still tough.
Give your dad a hug for me if you can.
@GloboGymCapital
@TanArrowz
overall it was much more positive and experience
the cashier was much more friendly than any in person cashiers in new york
maybe says more about new yorkers than the service tho…
the real money in refrigeration wasn't made by the people who invented it but by brands that leveraged it like Coca-Cola.
LLMs are gonna play out the same way.
how to pitch your startup by stage:
- pre-seed: "this space is massive and my team was born to tackle this problem"
- seed: "same as pre-seed + look how fast we're shipping"
- A: "same as seed + we hired a killer team and are seeing traction with a scalable product"
i’m on a flight rn
person on my left is eating skittles and watching netflix
person on my right is eating mcdonald’s and watching sports
i’m eating raw broccoli and chicken while working on some figma designs getting death stares from the others
design is vastly undervalued in the Silicon Valley
@bchesky
who is actually a designer, lays out characteristics of great designers that are actually the exact same for great founders/CEOs.
"I design the company. I design the product... and designing starts with curiosity. you
also don't forget the significantly older, veteran founder bouncing around the background
also building an AI pin
also dropping videos subtweeting the competition and negging investors
there are two founders in our current cohort that declined going to stanford and YC respectively to build their startups
welcome to the future where great founders don’t need institutions
I was reading into e/acc
and fell down a much deeper rabbit hole - the history of accelerationism
humans on the moon, the atomic bomb, and AI are all outcomes of choosing progress over fear
how humanity has benefited from these movements & why we need them:🧵
Calendly is 100x faster to set up a meeting than going back and forth with times on email.
That said, sending a Calendly link still feels weird. Anyone know why?
@carmguti
trash UX is a symptom of entrenchment / anti-competitive practices
I'd set up a government agency to investigate every product with horrible UX
I don't believe in venture studios
@naval
sums it up perfectly here that the scarce resource in startups isn't ideas or capital which is what venture studios provide
its entrepreneurs who are motivated to slog through the idea maze to solve a problem they're obsessed with
pretty crazy that GPT3.5 can outperform GPT4 through an agentic workflow
reminds me of folks I've worked with in my career who outperformed people who were much smarter merely because they had a better process
@signulll
the most competitive industries and universities tend to be dominated by asians, indians, and jews
all of whom emphasize academic achievement as a core part of their culture
makes sense these groups tend to intermarry
the most brilliant people I know:
1. are truly humble
2. are curious
3. love to argue
4. are controversial yet flexible
5. are willing to be wrong
6. are surrounded by other great people
7. know life isn't binary
what else?
hot take - where you live still matters
we chose LA in the early days of our consumer startup and we would have failed anywhere else
here are 9 reasons I’m bullish on LA:
web3 is basically a psychedelic
"the deeper I go into web3, the less I relate to people who haven't and the more I question the actual nature of reality" (ht multiple people lately)
when I worked at Accenture on the R&D team, I had a project where we built a system kind of like this
it was a good idea since ACN has the largest outsourcing operation in the world (millions in the Philippines)
but this was 2013 and the technology.... wasn't quite there.
one of the best things I did for my career was take a year off
it felt wildly indulgent at the time - I pulled out of interviews with Uber, Doordash, Stripe, and others in their early days to bounce around the world for a year without a job
but as Altman rightly puts it here -
being a founder is lonely af
you'll meet tons of people for networking, building your team, marketing, and fundraising, but the journey is still lonely.
I ran a 1000-member community and I still felt the loneliness.
@bchesky
puts it well - "the world will isolate you into a
my dad passed away a year ago today
every child spends their lives trying to make their dads proud and this year feels like the first year I might have done it
feels incredibly bittersweet but I'm also so grateful
the best product people I know are anthropologists
they deeply understand
- human psychology
- the history of technology + society
- pop culture
- behavioral economics
- game theory
"The single largest beneficiary of remote work will be India. It has the largest population of English-speaking, STEM-trained talent in the world."
-
@naval
(via clubhouse)
🇮🇳🇮🇳🇮🇳
I got the second dose of the moderna vaccine today.
Was feeling conflicted about it (I qualify but I'm obviously young/healthy).
And then I went to the facility and there was almost no one there and heard they've been throwing out vaccines.
Just get vaccinated if you can.
Having a ridiculously short commute (10 min walk) may have actually degraded my quality of life.
Been reading and listening to podcasts a lot less than when I had a >30min commute.
I also feel some cabin fever not really leaving the same area of SF during the week
A lot of people don't realize this: the most famous tech writing isn't actually about tech at all
- "Competition is for losers" -
@peterthiel
(game theory)
- Status as a Service -
@eugenewei
(psych)
- Startups are Risk Bundles -
@lpolovets
(probability)
the biggest distractions for founders:
in NYC: the city
in SF: technical rabbit holes that don't move your metrics
in Europe: low-ambition people looking down on you