Homelander Capital
930 posts
Homelander Capital
@HomelanderCap
Tweeting about Tech, Markets, Politics and Energy
Joined Aralık 2024
399 Following46 Followers
@AltcoinDaily Not financial advice
Do your own research
No crying in the casino
Most crypto and startup investments lose money — and often go to zero
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Jason Calacanis: "I think $TAO in 5-10 years could go 200x."
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Jason Calacanis: "That's my base case. I think $TAO in 5-10 years could go 200x."
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Anyone heard from @rabois lately? What day are we on? Is it over as marines head out to die for Israel?
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Spoke to a CRO of a hot Series B startup yesterday:
“We don’t have the knowledge internally to implement AI and agents into our process.”
Toast. You are toast. That is unacceptable.
Everyone can learn. There is zero excuse for the above.
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@Ronanchamberss @Siftedeu This is f hilarious
You know the author wearing a cap while writing this nonsense
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@BrianCAlbrecht Not even funny bc we don’t know you sir
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Introspection = neuroticism x narcissism x thumbsucking.
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@pmarca Self introspection and sitting around moaning diff things bro
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It is 100% true that great men and women of the past were not sitting around moaning about their feelings. I regret nothing.
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@davidsenra @pmarca @grok can you name some great men of history and show their inspective side? (Writings, reflections ect)
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Great men of history had little to no introspection.
The personality that builds empires is not the same personality that sits around quietly questioning itself.
@pmarca and I discuss what we both noticed but no one talks about:
David: You don't have any levels of introspection?
Marc: Yes, zero. As little as possible.
David: Why?
Marc: Move forward. Go!
I found people who dwell in the past get stuck in the past. It's a real problem and it's a problem at work and it's a problem at home.
David: So I've read 400 biographies of history’s greatest entrepreneurs and someone asked me what the most surprising thing I’ve learned from this was [and I answered] they have little or zero introspection.
Sam Walton didn't wake up thinking about his internal self.
He just woke up and was like:
I like building Walmart. I'm going to keep building Walmart. I'm going to make more Walmarts. And he just kept doing it over and over again.
Marc: If you go back 400 years ago it never would've occurred to anybody to be introspective.
All of the modern conceptions around introspection and therapy, and all the things that kind of result from that are, a kind of a manufacture of the 1910s, 1920s.
Great men of history didn't sit around doing this stuff.
The individual runs and does all these things and builds things and builds empires and builds companies and builds technology.
And then this kind of this kind of guilt based whammy kind of showed up from Europe. A lot of it from Vienna in 1910, 1920s, Freud and all that entire movement. And kind of turned all that inward and basically said, okay, now we need to basically second guess the individual.
We need to criticize the individual.
The individual needs to self criticize.
The individual needs to feel guilt, needs to look backwards, needs to dwell in the past.
It never resonated with me.
David Senra@davidsenra
My conversation with Marc Andreessen (@pmarca), co-founder of @a16z and Netscape. 0:00 Caffeine Heart Scare 0:56 Zero Introspection Mindset 3:24 Psychedelics and Founders 4:54 Motivation Beyond Happiness 7:18 Tech as Progress Engine 10:27 Founders Versus Managers 20:01 HP Intel Founder Legacy 21:32 Why Start the Firm 24:14 Venture Barbell Theory 28:57 JP Morgan Boutique Banking 30:02 Religion Split Wall Street 30:41 Barbell of Banking 31:42 Allen & Company Model 33:16 Planning the VC Firm 33:45 CAA Playbook Lessons 36:49 First Principles vs. Status Quo 39:03 Scaling Venture Capital 40:37 Private Equity and Mad Men 42:52 Valley Shifts to Full Stack 45:59 Meeting Jim Clark 48:53 Founder vs. Manager at SGI 54:20 Recruiting Dinner Story 56:58 Starting the Next Company 57:57 Nintendo Online Gamble 58:33 Building Mosaic Browser 59:45 NSFnet Commercial Ban 1:01:28 Eternal September Shift 1:03:11 Spam and Web Controversy 1:04:49 Mosaic Tech Support Flood 1:07:49 Netscape Business Model 1:09:05 Early Internet Skepticism 1:11:15 Moral Panic Pattern 1:13:08 Bicycle Face Story 1:14:48 Music Panic Examples 1:18:12 Lessons from Jim Clark 1:19:36 Clark Versus Barksdale 1:21:22 Tesla Versus Edison 1:23:00 Edison Digression Setup 1:23:13 AI Forecasting Myths 1:23:43 Edison Phonograph Lesson 1:25:11 Netscape Two Jims 1:29:11 Bottling Innovation 1:31:44 Elon Management Code 1:32:24 IBM Big Gray Cloud 1:37:12 Engineer First Truth 1:38:28 Bottlenecks and Speed 1:42:46 Milli Elon Metric 1:47:20 Starlink Side Project 1:49:10 Closing Includes paid partnerships.
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Why doesn’t he start by personally cultivating some martial virtues. Cleaner grooming. Physical exercise. Grownup clothes.
Axios@axios
🪖 NEW on The Axios Show: @PalmerLuckey, founder of defense tech company Anduril, tells @demarest_colin that the U.S. doesn’t have the stomach for a boots-on-the-ground war in Iran: “We don’t have another D-Day in us right now, and I think that’s actually a bit of a problem.”
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@PatrickHeizer Thank you pls can you tell us how to make cancer vaccine ourselves then
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Sorry to be the downer because this is an impressive story in some senses.
But it is ~trivially easy to make a single mRNA vaccine. It's not hard.
I cure mice of various cancers with various therapeutics all the time. I've made mice lose more weight in a month than tirzepatide does in a year.
What is hard and expensive is proving its BOTH safe AND effective **in a randomized and controlled study in humans** while ALSO manufacturing it at clinical scale and grade.
I am happy for this man and his dog. It is impressive.
But y'all are overhyping it.
Séb Krier@sebkrier
This is wild. theaustralian.com.au/business/techn…
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Cannot wait for teams that build their custom JIRA/Workday replacement/custom CRM to one day turn around and ask:
“Why do we have so much internal software that is buggy / has poor UX + we need to maitain?”
Seen this movie well before AI, when Uber built uChat (custom Slack)
Chamath Palihapitiya@chamath
Our cracked team just used Software Factory to rebuild and replace Jira in a little more than a month. We first spent 3.5 weeks planning. This is Software Factory’s superpower. It allowed our lead PM, Designer and Architect to thoughtfully describe and detail exactly what they wanted. Software Factory then did the heavy lifting in filling in the blanks and allowing our senior tech folks to sharpen the direction of what they wanted. Then in 2.5 weeks 2.5 junior devs built a replacement. This will launch as an updated Planner module inside of Software Factory on Tuesday. It’s beautiful, clean and super useful. Try it here: 8090.ai
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Logan Paul just offered $1M to any NFL player who can beat him in a fight 😳
“I would throttle Myles Garrett. Come to the gym and let’s see how it goes.”
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Polymarket has created a market that would monetize a nuclear attack amid increasing concerns that bets are happening among government insiders who can make military decisions.
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This is an important moment for all companies:
By picking only one model, you absorb that model maker’s institutional biases and idiosyncrasies. If those deviate from your POV, you are taking on massive risk as we saw with the DoW this weekend.
No real business should take kind of risk - especially if AI is meant to be a core part of their work. You need to be able to swap between models with limited impact. This is basically impossible rn but as model quality asymptotes, it will become easier.
One thing we have done inside of Software Factory is to absorb this complexity into our layer so that software development doesn’t stop - the Factory is resilient and keeps going.
Swap out Anthropic, no problem. You keep shipping.
Try it here: 8090.ai
Treasury Secretary Scott Bessent@SecScottBessent
At the direction of @POTUS, the @USTreasury is terminating all use of Anthropic products, including the use of its Claude platform, within our department. The American people deserve confidence that every tool in government serves the public interest, and under President Trump no private company will ever dictate the terms of our national security.
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