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Jen Kha
@jkhamehl
Managing Partner, Head of Global Partnerships @a16z. putting moolah in the coolah. See for more information.
1.8K Following    1.7K Followers
sometime in the last few months GC quietly edited their 2019 "Investing in Defense" post to remove Katherine Boyle's name. remarkable to rewrite the original attribution once Anduril became an obvious winner. utterly shameless and low integrity behavior from HT as expected
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@creation247 I agree with the teachings of Jesus
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Flock saves children. Every single day.
love the positive vibes in the dressing room of @Altard_State 📿🕊️
wow. Carl Shulman - Peter Thiel’s guy from Clarium Capital before it blew up - is also the director of research at Situational Awareness.
Leopold is a young Peter Thiel. Thiel’s Clarium fund was a high-conviction SF-based hedge fund like SA, who had a meteoric rise but suffered massive losses due to poor risk control. but that failure led Thiel to focus more on Founders Fund, and now he's considered one of the best and most influential VC investors of all time. Leopold should pivot to VC. he can make more money with less stress. he can write long form essays again. he can even found a company one day
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.@dhh credits Marc Andreessen @pmarca with helping him the most during the darkest time of his professional life: "It was during that rough going where Andreessen came in. We were a small company of 60 people and 20 took the offer and left. That's almost a third of the company that decided to leave and we got to a point where we were thinking that not many more have to leave before we need to worry about whether we can keep the lights on. And it was actually Tobi who then put me in contact with Marc Andreessen because Marc had been exposed to this phenomenon at some of his portfolio companies. And Marc gave us reassurance and a bunch of contacts. Marc said, "Do you need someone to come in to help do programming or help with operations or whatever?" And I was floored by the generosity because Marc and I haven't always seen eye to eye on things. Especially in terms of venture capital. He's been one of the main faces of venture capital for decades and I've been kind of critical at times. And it was just a realization that all those grievances we might have thought to be so big once upon a time were actually minuscule. We were fighting the white walkers on the other side of the wall and all our internal squabbles were going to be for nothing if those f*ckers got inside the wall and destroyed everything. And that felt like a real threat at the time. That could've happened. They could very well have just ripped the whole thing apart. And Marc clearly saw that that this was a collective, almost existential threat to the entire industry. If these activists were able to take over these institutions in the same way that they have taken over academia we would be f*cked and not just for a little while but potentially for decades. That couldn't stand. And Marc was incredibly helpful not just in terms of these contacts and introductions and so on but it was very powerful. When you have literally 40,000 people on Twitter calling you all the worst things in the world even the strongest individual might go for a second like "Holy sh*t. The mob is coming for me and there's no one else there." And there are other people there. Tobi was there. Marc was there. And it was incredibly helpful to give us the fortitude to go like "No do you know what? We're going to stick with it. We're not going to grovel. We're not going to apologize. We're not going to revert." And then what Marc also did was he gave me a syllabus for understanding the history of wokeness going all the way back to the '60s and beyond. That this didn't just come as lightning from a blue sky. This had an institutional grounding that was set in motion particularly in the '60s and the long march through the institutions, Herbert Marcuse and a lot of The Frankfurt School and all of these groups that had designs on how to reshape society and create the revolution they so dearly wanted, but with a timeline and a roadmap that was demarcated in decades. That it wasn't just like "Well we're going to put something together and then in two years something's going to happen." No they were sitting in the fucking '60s fantasizing about how to overthrow everything in the 2000s. It's actually incredible in a Dr. Evil sense of it but when you're on the receiving end of it it seemed a little less incredible and it was just difficult not knowing where's this coming from? Why is this happening all of a sudden? Well it wasn't happening all of a sudden. There was this long history of it and when you understood that history it made a lot more sense. We weren't just making a rejection for our little corner of the world. We were chipping in in the great civilizational battle of where this country was going to go, whether the white walkers beyond the wall were going to win. And we were like "No they're not going to f*cking win. Get them out of that f*cking wall. Take your goddamn spear and fire it with maximum velocity."
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outside of the US, Korea has the most valuable companies in the world. President @Jaemyung_Lee just mogged the last 24 hours in SF, signing $950B+ deals with Nvidia, OpenAI & co. He closed it out with the leading VC firms incl. @martin_casado, talking about the next generation of Korean startups. v bullish on more of the world's most valuable companies coming from Korea 🇰🇷🇺🇸 💪
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1/3 of our Fund I went into Skype. 18 months later, it returned 2/3 of the fund. Great take from @aramverdi!
A venture fund put close to forty percent of its capital into a single company. Before most LPs would even let a GP finish that sentence. @aramverdi , Partner at @AccoladePrtnrs and former investor at Andreessen Horowitz, on why real conviction looks reckless from the outside. "We're totally fine with that level of concentration. We just back the fund." "We didn't push back. We're totally fine with it. We love GPs who have conviction." Diversification is sold as safety, but the math of venture punishes it. If you own five percent of a company that gets diluted down to two and a half by exit, you need ten separate billion dollar outcomes just to return half your fund. Almost nobody has ten of those in a portfolio. What you can have is one runner you actually believed in early, sized at real ownership, held all the way through. That is the entire game. Diversification protects you from being wrong. Concentration is how you get paid for being right.
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if a youth drops a comment like banger on you, that’s a sign of great respect in their culture.
It’s time to close the loop on some unfinished business, bb.
mike ehlers is the 🐐. KILLER addition at @formationbio
Excited to share that Mike Ehlers is joining @formationbio as Chief Scientific Officer and Head of R&D. Over the course of his career as a scientist, drug developer, and investor, Mike has advanced 40+ drugs into the clinic, with approvals spanning Alzheimer's, ALS, MS, hemophilia, and SMA. Welcome to the team, Mike!
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you deserve it all, @GEVS94!! also QTing so i can come back to this when you're the President of El Salvador 😂
I can only describe my life as a sequence of miracles made possible by God’s mercy. Time and again, He has opened paths where none existed and placed me in rooms I did nothing to earn. Today, @jkhamehl made one of my greatest blessings possible. Thank you for this opportunity!
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This story is not even close to an outlier. Flock is used daily to save Americans, including many children, from horrific horrific crimes. Americans deserve to be safe.
it feels insane to be using images of the final resting place of those that gave their life for our country when anthropic won't even give their models to defend those very same warfighters
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The U.S. military confirmed multiple military variant Saronic Corsairs, our 24ft ASV, were used in strikes to degrade Iran’s ability to continue attacking commercial shipping — marking the first time American forces have employed sea drones in combat operations. We are proud that our technology supported this mission and helped to keep the brave men and women of the U.S. armed forces safe. Saronic remains committed to delivering autonomous maritime systems that strengthen the security of America and its allies.
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this is the way ✨
You won’t catch me speaking on this My hot take is it's pretty much never a good look for VCs to speak negatively & publicly about specific founders. There’s a lot of that happening today I really respect (& have adopted) @a16z’s approach on this that founder trash talk is one of their few fireable offenses full stop It’s very tough to build a company and these articles tend to not include the full story
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“The frontier labs will keep owning discovery. Open source will increasingly own production.” great post from @thejessezhang on open vs closed AI in enterprise.