I have never seen a psy-op more effective than the data center stuff. Absolutely wild how bipartisan the data center hate is for such an incredibly benign industry. The same folks who'd be wildly enthusiastic over a new steel mill are irate at the idea of a data center.

I now ignore all inbound decks & pitches that are 90+% AI. Initially I was open-minded, but as the aphorism goes: how you do anything is how you do everything. If someone is sloppy or lazy with a high leverage fundraise, it's hard to build conviction on execution in other areas.

I started joining meetings a minute early I get in, admit the AI summarizer, then say as much as possible about how birds and Wyoming aren't real After each meeting, everyone gets an email about how birds are camera robots for the CIA, and Wyoming doesn't exist I've been doing this for 3 weeks straight

My conversation with @travisk, founder of Atoms and Uber. 0:00 Building Atoms & the Meta Problem of Management 3:51 The Appeal of Impossible Problems: Starting Over in China 12:19 Uber vs. Didi: Copycats, Hypergrowth & China's Rules 21:02 How Network Effects Become an Efficiency Fortress 31:48 Capitalism vs. the Taxi Cartel 44:05 The China War Goes Global & the Entrepreneur's Capacity for Pain 54:04 Life After Uber: Lawfare, Media Narratives & Reputation 58:21 What Founders Get Wrong About Venture Capital 1:08:35 The Fundraising Playbook: QED Storytelling & a Five-Room Auction 1:18:38 The Uber Coup, Radical Accountability & Outgrowing Fear 1:26:42 Why Specialized Robots Beat Humanoids at Industrial Scale 1:31:30 Finding Your Sport: Food, Mining & the Physical AI Stack 1:40:14 How to Build Many Companies Inside One Company 1:46:33 Entropy, Civilization & the Meaning of Progress Includes paid partnerships.

i love nature docs & i recently came across one that hit me super hard. turns out the labords chameleon’s life cycle is extremely short. they live only 4-5 months & immediately die after laying & burying their eggs (which is their only purpose)z in the final moments their nervous system begins to fail as their brain loses control of skin cells, so random nerve firings cause the skin to randomly change colors which causes a ridiculous art as they slowly die. it’s like sort of a visualization of the brain’s final flickerings. pristine example of nature’s beauty, tragedy, & brutality at the same time.

I got tired of paying a few thousand dollars a year for a simple job board for @humbavc portfolio companies, so I made my own with Claude. Getting back to coding has been really fun! The job board is now live and I welcome any feedback.

I'm very happy to see @humbavc on the TechBio 50 list. We've been investing in everything from organoids to IVF 2.0 to personalized radiotherapy, and we are very bullish on the space. Most of the credit for this goes to our bio partner, @abhijeetpatra88.

Palmer Luckey explains the curse of being a billionaire "People also misunderstand. They think that billionaires work to make more money.....for most billionaires, the sickness is not gathering dollars..." Interviewer: "21 and you're a billionaire." Palmer Luckey: "That's right." Interviewer: "Why didn't you just go, 'Okay, that's me done. I've done all the hard work. I'm just going to enjoy my life now.'" Palmer Luckey: "It is a common question, and what I've observed with myself and everyone else I know who's made a billion dollars is that the type of person who makes a billion dollars is not the kind of guy who can imagine doing that. It's just people say, 'Oh, you know, if I had a billion, I'd go and I'd drink mai tais on the beach.' My point is, that's the attitude that won't get you to a billion dollars. It's very rare that the two things come together. And so, in a way, it's a little bit of a curse. And I'm not trying to make it sound like I have a terrible life. I love my life. But the curse of it is that anyone who can get to a billion probably has something wrong with their brain where no matter how much they get, they'll never stop working." "People also misunderstand. They think that billionaires work to make more money. Like, 'Oh, they're just trying to make more and more. They just want money.' I can tell you, for most billionaires, the sickness is not gathering dollars. It's working and doing things. If they didn't have any money, they would probably still be doing the same thing. You know, but money is a good scoreboard to keep track of who's doing more. But I couldn't imagine not working. My wife would be the first to tell you I'm a bit of a workaholic, and it's because I love what I'm doing. Why would I go sit on a beach when I could be working at Anduril? Why would I go get a massage when I can do a 12-hour shift?"

Great examples of standing on shoulders of giants: - Jobs build Apple over decades, but 90% of market cap is from Tim Cook era. - mathematicians chipped away at Riemann Hypothesis for 150 yrs, proved it for 40% of cases. Guy telling Claude not to give up just got that to 65%.