旧年
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California high-speed rail cost now up to $231 billion. That means the average worker in the state will pay out over $12,000 to fund a single project that almost no one will ride. CA rail will be studied for generations, a truly once-in-a-lifetime level of government failure.
PayPal cofounder Max Levchin: “Brilliant people have extreme personalities more often than not” After working with extreme personalities like Peter Thiel and Elon Musk at PayPal, Max decided that in his next venture he would optimize for a more collegial office environment: “That was fun when I was 23, but now that I'm 33, maybe I can just tamp it down a little bit. And it turns out that really brilliant people actually have extreme personalities more often than not. I built the original teams of Slide to have much more of a collegial, friendly, warm, home-like feel, which made for a great place to be when things were going well. But when things were not going well, you would have groupthink, where everybody in the back of the bus would be singing a song. But the bus wasn't moving very quickly.” After Google acquired Slide for $182 million, Max decided he’d go about building his next company, Affirm ($13 billion market cap today), more like PayPal: “As I started Affirm, I went back to this idea. Crazy personalities are just fine with me. In fact, I want more of them. But the filtering function is, do I respect the person, the intelligence and the talent so much that… even if they have vastly different views on topics that don't matter to me or for this business, you have to respect that about them because you respect their intelligence and their talent.” Building and structuring that team was a lot of effort, but Max believes the team he built at Affirm using this principle is now even better than the early PayPal team. Source: @khoslaventures (Aug 2024)
分享一下自己最近在做的几件事： 1、学习股票：随着资金量增大，了解新的投资领域很有必要，并且股票也是我认为普通人最有机会吃到AI红利的地方。我的做法是从基础开始，例如看美股市值Top200公司的资料，了解PE、EPS、期权这些概念，同时开始在链上进行一些美股交易，建立盘感。 2、Vibe Coding了一个每日全球新闻摘要：涵盖全球热门、科技/AI、金融/宏观、美股/A股/港股、风投、国际政治、大宗商品等板块，消息来源是各大权威媒体以及一些付费Newsletter。 3、了解投资Pre-IPO的渠道：美国顶尖科技公司从成立到上市的年份逐渐变长，很大一部分价值增长在私募投资阶段被消化。但是经过我这段时间的了解，目前非美国身份的个人投资者参与私募投资还是比较困难的，有合规、资金、渠道等各方面障碍。 4、咨询律师：包括用于跨境投资的实体设立和身份规划等等。 这几件事并行推进，同时又息息相关，例如新闻摘要有助于建立美股的投资逻辑，身份规划对投资Pre-IPO能起到帮助，虽然是加密熊市，反而每天都觉得时间不够用。
