Peter Krow

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Peter Krow

Peter Krow

@peterkrow

Investment management — long-time em dash enthusiast

NYC انضم Aralık 2009
341 يتبع21 المتابعون
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Peter Krow
Peter Krow@peterkrow·
This 2001 Stanford commencement address by @CarlyFiorina feels newly relevant in the age of AI. She spoke about the discipline of distilling information — honing complexity down to its essence. That sounds a lot like what today’s AI models do when they extract, abstract, and apply knowledge. Makes you think about what intelligence actually is. hp.com/hpinfo/exectea…
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scott belsky
scott belsky@scottbelsky·
been super inspiring to watch @willahmed and team build an industry defining product from the seed “Bobo Analytics” stage; upon reflection, three things I deeply admire: (1) the leader + team lived and breathed their product and their core aspirational customer’s experience - much like Nike, they zeroed into the top performing people on the planet. as a result, they outperformed other players in the category that were marginalizing their product for everyone. (2) focus as a differentiator - physical health, readiness, an performance, even amidst the rumors of apple watch, remained the center. (and if @willahmed got a dollar for every time someone asked him to add a clock…!) (3) vision for self-health, where we are all outfitted with the data and intelligence to understand ourselves and optimize our performance - and that this historical data becomes hugely valuable over the course of time as more sources come online (now blood, health records, sleep data, etc) and AI gets better. I suspect those with @WHOOP will have a more enlightened future when it comes to healthcare oh…and they really cared about design from day 1 (and we found their first data and Infographics designer on @Behance !). huge congrats to the team, and gratitude from a loyal customer too.
Will Ahmed@willahmed

BREAKING: WHOOP RAISES $575M AT $10.1B VALUATION  I am pleased to announce that we’ve raised $575M at a $10.1B valuation to accelerate our mission of unlocking human performance and healthspan globally. This round was led by Collaborative Fund with participation from 2PointZero Group, Qatar Investment Authority (QIA), Mubadala Investment Company, Abbott, Mayo Clinic, Macquarie Capital, Glade Brook, B-Flexion, IVP, Foundry, Accomplice, Affinity Partners, Promus Ventures, and Bullhound Capital alongside a group of individual investors including Cristiano Ronaldo, LeBron James, Rory McIlroy, Virgil van Dijk, and Mathieu van der Poel. This investor group and this moment reflect a powerful evolution underway for Whoop and the broader healthcare market. Whoop was born in performance - trusted by the best athletes in the world to train, recover, and compete at the highest level. That foundation remains core to who we are. You see that in the iconic athlete investors joining this round.  But it also represents our push into broader health.  In the past 12 months, WHOOP has received medical clearances, launched blood testing, and created a platform that has saved lives. Abbott and Mayo Clinic - two of the most respected and influential institutions in global healthcare - are now investors in Whoop. These are organizations that have shaped modern medicine. Their decision to partner with us is a clear validation of where our technology is headed. Healthcare systems around the world are reactive. For too long, they have waited for people to get sick, then intervene. Chronic disease is rising and costs continue to climb. At Whoop, we believe the future looks fundamentally different. We are building the most powerful, personal, preventive health platform in the world - powered by continuous biometric data, advanced analytics, and AI to help people understand their bodies and improve their health in real time. I am grateful to our team, our members, and our partners for believing in this vision. I’ve been building this company for 14 years and I’ve never been more excited for the future.

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Peter Krow
Peter Krow@peterkrow·
@timjhaddock Thanks Tim for this - great thoughts. Your view has evolved quite a bit since we spoke last year!
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Peter Krow
Peter Krow@peterkrow·
Great article from @DavidBrooks224 arguing for a pragmatic but principled moderation in leaders "trimming their sails to the prevailing winds". He expansively applies the framework to politics and business. We need Trimmers now more than ever. theatlantic.com/ideas/2026/03/…
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Peter Krow
Peter Krow@peterkrow·
@CliffordAsness Honest question, do you support expansion of Medicaid in the ACA (138% of poverty level) given it is more like ‘government largess to support the unfortunate’?
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Peter Krow أُعيد تغريده
John Arnold
John Arnold@johnarnold·
The conventional wisdom in the 2010s was that energy independence would reduce US military involvement in the Middle East. In practice, high domestic production lowered the economic risks of disruption, making actions like a strike on Iran viable.
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Peter Krow
Peter Krow@peterkrow·
The best pro - SaaS arguments I have heard: 1. software needs to be "backwards compatible for human users" 2. existing applications represent "cached deterministic context"
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Peter Krow
Peter Krow@peterkrow·
A lot of ink (and pixels) have been spilled recently on the “SaaSpocalypse.” There are real AI headwinds for traditional SaaS models — increasing competitive intensity, pressure on seat-based pricing, etc. — but the biggest challenge is the shift from software designed for users to software designed for agents. Here are my thoughts from a few weeks ago (maybe already outdated): the risk is SaaS commoditizing into pure databases accessed by agents — and over time, agents replacing systems of record.
Peter Krow tweet mediaPeter Krow tweet media
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Peter Krow
Peter Krow@peterkrow·
@kimmaicutler And you are racing against Claude launching an agent in your vertical.
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Kim-Mai Cutler
Kim-Mai Cutler@kimmaicutler·
Building a software company was a marathon and now it requires sprinting the entire marathon distance.
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Peter Krow
Peter Krow@peterkrow·
The credit market is risk adverse by design and there are windows when innovators can monetize inefficiencies: Milken with Junk Bonds in 1980s and Magnetar with GPUs in 2020s. However, credit investors and lenders often lull themselves into a willful disregard for risk once they convince themselves something is “safe” see subprime mortgages in 2007 and software-focused private credit in 2025. So agree the credit markets could be more efficient. But a couple of things to note: Investing in credit is tax-inefficient for individuals and the assets don’t lend themselves to liquidity. But more critically, there is no upside in concentration (even with high conviction - like in equities) so you need diversification. Innovations to address these issues (CLOs, BDCs etc) all have issues.
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james hong
james hong@jhong·
Is this thought correct? A lot of progress in the world is bottlenecked by large debt providers being overly risk averse because they don't understand the future, but they are only source of scale capital because consumers don't really invest much in corporate bonds directly.
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Joe Gebbia
Joe Gebbia@jgebbia·
Thanks to @SnoozyWeiss for the kind words about @AmericaByDesign. Credit to @elonmusk for initially opening the door to Gov, Chief of Staff @SusieWiles for investing in the @ndstudio team, and President Trump @POTUS for caring so much about improving the experience for the American people.
The Free Press@TheFP

The Airbnb co-founder came to D.C. to serve the second Trump administration. Unlike Elon Musk, he remains—as the Chief Design Officer of the United States. Suzy Weiss wanted to know: How’s it going? thefp.com/p/joe-gebbia-i…

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Peter Krow
Peter Krow@peterkrow·
Honest question: what is an acceptable “mistake rate”? As good as licensed professionals? Some threshold better? Other features of this bill are reasonable, like requiring disclosure that you are communicating with AI, etc. But I don’t see how limiting where you can get information to monopolies of licensed professionals is reasonable.
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More Perfect Union
More Perfect Union@MorePerfectUS·
A New York bill would ban AI from answering questions related to several licensed professions like medicine, law, dentistry, nursing, psychology, social work, engineering, and more. The companies would be liable if the chatbots give “substantive responses” in these areas.
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Peter Krow
Peter Krow@peterkrow·
@Kinger_DC @CandiceLen We certainly were able to do without before 2002. And it has evolved far from its original mission to protect us from terrorism.
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Dan King 🇺🇦
Dan King 🇺🇦@Kinger_DC·
What if we just ... got rid of DHS?
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Peter Krow أُعيد تغريده
Ethan W. Anderson
Ethan W. Anderson@Ethan_is_online·
I've plotted the most expensive McDonald's burger and the least expensive MacBook over time. This analysis projects that the most expensive burger will be more expensive than the cheapest laptop as soon as 2081
Ethan W. Anderson tweet media
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Peter Krow
Peter Krow@peterkrow·
@shaunmmaguire Iranians sought to derail the progress of the Abraham Accords and prevent Israel from aligning with the Gulf states — but have achieved the exact opposite result. Like Russia attacking Ukraine to stop NATO’s expansion.
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Peter Krow
Peter Krow@peterkrow·
@johnarnold It turns out that building more housing (of all types: luxury, for-rent etc.) actually lowers the cost for everyone. This is a general supply problem and we should incentivize new construction of housing without conditions. theatlantic.com/ideas/2026/02/…
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John Arnold
John Arnold@johnarnold·
The Home Builders Assoc just came out against a significant housing bill progressing through Congress and they have a good point. Both Trump and progressive Dems want restrictions on institutional ownership of houses. Most wonks are skeptical of the policy but it polls very well, so some version will make it in. In a previous version, there was a carve out for institutions that build new housing for the rental market. The restrictions would only apply to institutions buying existing houses and taking them off the market (or more precisely, moving them from for-sale to for-rent). In a bipartisan bill released last night, institutions that build new houses to rent would have to dispose of them within 7 years. This makes no sense. We need more housing of all types, both rental and for sale. Restricting what new capital can do with homes it builds will result in less housing, undermining the bill’s purpose. Trump’s January exec order exempted those who build new homes from ownership restrictions, recognizing that new construction in any form helps address the housing shortage. The home builders are right that this bill should follow the same approach.
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Peter Krow
Peter Krow@peterkrow·
My favorite @btaylor thoughts from this discussion @jaltma: When paradigm-shifting tech emerges, the pendulum swings from ‘best-of-platform’ towards ‘best-of-breed’ - opening a window for new market leaders to be created The limit on low/no headcount AI-native companies is competition - if 'people' improve a product/service vs. the alternative (and they will), humans will stay in the equation Finance and software engineering may be among few segments that can be largely automated by AI given they are both digital and bounded by intelligence - other industries have more footing in the physical world podcasts.apple.com/gb/podcast/unc…
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Peter Krow
Peter Krow@peterkrow·
@paulg ‘Long game’ a luxury of those with the right investors and duration of capital
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Paul Graham
Paul Graham@paulg·
Playing the long game gives you such an advantage over competitors. Hardly anyone else is doing it. They haven't chosen not to. They just haven't explicitly thought about the question, and the default is not to.
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Paul Graham
Paul Graham@paulg·
@bradflora It needs one more increment of oddness. E.g. someone asking their dog this.
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Paul Graham
Paul Graham@paulg·
Occasionally Silicon Valley feels like you're in a movie about Silicon Valley. Last night at dinner we actually heard someone ask the guy across from him "How are you leveraging AI?"
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Josh Wolfe
Josh Wolfe@wolfejosh·
Sharing this publicly––hope it's not needed but helps you if it is. Lux team sent this memo to all Lux family founders yesterday "We send notes like this not because something is wrong, but because the COST of preparation is trivially LOW and the VALUE of being positioned well is asymmetrically HIGH. This isn’t a macro call. It’s a set of observations about correlated risks that are worth your attention. And a set of practical suggestions regardless of whatever happens next."
Josh Wolfe tweet mediaJosh Wolfe tweet media
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