Qasar Younis (@qasar) shared his biggest advice on commercializing hard technology: put constraints on the commercial side.
Pick a box and only do the things that fit in it.
Founders tend to skip this because capital is easy to access and the technical problem already feels like enough of a constraint. His reminder: a pitch can work for VCs, and you still have to run a sustainable business.
He runs Applied Intuition, valued at $15B and backed by @a16z, @generalcatalyst, @Lux_Capital and @kleinerperkins, and was YC's COO while @sama was president.
Via @latentspacepod. Full breakdown of our interview with him in the reply.
Show more
Oren Zeev (@orenzeev) got his first fund out of one random meeting with Peter Thiel (@peterthiel), per his chat with @ThePeelPod.
▫️ After 30 minutes, Thiel suggested he raise a fund and offered to be his LP
▫️ Zeev asked for carry only, zero management fees, and Thiel said yes on the spot
Today Zeev manages $2.7B across 11 funds as a solo GP.
Thiel knows what a great fund looks like. Founders Fund II turned $220m into $37.4bn, 183.5x per dollar at risk.
Show more
Kevin O'Leary says pick your three must-do things each day
he says they get done no matter what
“Here is one of the things that takes founders a long time to learn: No matter how great your idea is, no one cares. Everybody is so distracted that you could probably put that idea with exact instructions for how to implement it on Tim Cook’s desk and take no risk.”
Show more
Bill Gurley on Anthropic: "I don't think they think they're writing software. I think they're midwifing a deity"
Paul Graham says ambitious people are rare:
WOW: Kimi K3 just killed the AI subscription era 🇨🇳
On July 27, Moonshot publishes the full K3 weights under a modified MIT license.
▫️ 2.8 trillion parameters
▫️ 1M token context
▫️ Open weights, yours to run
"The frontier becomes a file."
The closed labs charge you monthly for access. Moonshot just made the frontier a download.
Does open weight end the subscription model, or do the big labs still win on polish?
Show more
