Crystal Ballinger

@nikunj @caitlinbolnick1 Why? Felt comparable. First company/startup may be tough. But once you died inside 😵, slayed the dragon, got out of the belly of the beast, and can look at things through the lens of the perspective. They are all businesses. Most enduring businesses are hard in their own way.

@PureOwlpha @caitlinbolnick1 I'm sorry but no chance.. Yes, it's harder. But with all due respect, not as hard as building a company.

One of my golden rules: It's far too easy to throw stones in a glass house. As a VC, you should never pile on a startup or founder, especially if you haven't built shit yourself.

@nikunj @caitlinbolnick1 Building a VC firm from scratch is comparable

@caitlinbolnick1 Even if you haven’t* Building is so freaking hard. VCs are not in the arena 🤷‍♂️

For anyone wondering why Apple is not participating in AI race, it is. It’s low-key becoming consumer nvidia for ai hw with own silicon. If the value continues to accrue to hw layer in ai, it ain’t that bad of a move…

@BrianRoemmele This but vinyl 👌

1979 High Fidelity.

Strait of Hormuz: A CitriniResearch Field Trip The Field Report from Analyst #3 is live. citriniresearch.com/p/strait-of-ho…

@citrini Savage

Analyst #3 is now safe and sound back in the free world 🫡.

@pmarca It’s bee around for at least half a year, Marc. It’s the AGI definitions that drifted

I'm calling it. AGI is already here – it's just not evenly distributed yet.

@citrini Will the fella make it to analyst #1? Guy needs a bonus and 48h off

@precious_m_e @midjourney @figma At this point, who doesn’t?

Rumours have it that @midjourney is building a @figma killer.

If you run a hedge fund and you don’t have Forward Deployed Analysts in the strait of Hormuz yet, you are too risk off.

@stevehou Forward Deployed Analyst

🤯🫡 “Analyst #3”

@unusual_whales The only thing more bizarre about this war is the lies about it

Hegseth: My son... asked about the war and the families I met at Dover. I looked at him and said, 'They died for you, son. So your generation doesn't have to deal with a nuclear Iran.'

@garrytan Anthropic’s reprogramming does magic

I am coming around to the fact that MCP, done right, can be magic.

@PauloMacro Bullish for nvidia

Please - not the datacenters

@BillAckman It is already too late. Last wake up alarm rang year or two ago At this point there’s no recovery without some form of a cathartic crisis imo

Europe is on a path to destroying itself. Unchecked immigration of millions of immigrants that burden their welfare states, bring violence and terrorism to their shores, and take over local governance, one city at a time. Anti-capitalist policies that make it difficult for businesses to adapt their workforces to a rapidly changing competitive environment now accelerating due to AI. A business environment and tax regime that is antithetical to startups. The absence of any progress or innovation in AI and limited access to the compute necessary to compete. Energy dependence due to the green movement at a moment when energy demands are rapidly increasing. And now, the abandonment of the U.S. when we have asked for limited assistance — base access and flyover rights — in the midst of our efforts to eliminate Iran’s nuclear and ballistic threat which is already within striking range of Europe, after we have invested nearly $200 billion in helping Ukraine. NATO is about to be toast. Europe’s defense burden is about to rise massively while their economies continue to fall further and further behind. In short, Europe needs to wake up before it is too late, and it may very well be too late.

@pmarca Used to call it excitement before

👀

@pmarca There is a better way.

First the Claude Code leak and now this. In the same week. "AI safety" by way of "we'll lock it up" is just totally dead. Kaput. Pushing up daisies.

@DeItaone Hold my Cabernet …

Macron says Trump cannot keep "contradicting" himself every day on Iran

A.Karpathy: "I spent months and concluded on these 200 lines of code sufficient to train chatgpt category transformer" A YC lad: "I generate 50k LOC a week!" Give a man a slop cannon....

@dylan522p @volatilitysmile Ultimate test of the fate innit?

Can I short myself?