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Alfred Lin
2.8K posts
Alfred Lin
@Alfred_Lin
Partner @sequoia. Working w/ founders from idea to IPO & beyond: @airbnb @doordash @citsecurities @kalshi @clay @foundforbiz @Nominal_io @zipline
San Francisco, CA, USA Katılım Mart 2008
357 Takip Edilen112.1K Takipçiler
@Alfred_Lin “What did you do to prepare for this interview today?”
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“I have been asking for a person's worst reference and why since Zappos. Generally, this question puts the conversation into a more vulnerable discussion”
Alfred Lin@Alfred_Lin
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@theXipuLi Stated preferences/behaviors vs revealed preferences/behaviors
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@Alfred_Lin We tend to overindexing on what ppl say but not what they do
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@RohitKGoenka The worst reference one used to be my favorite. I hesitate to share my new favorites since then everyone comes pre-prepared to answer them. What are yours?
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@Wickey_WW Agreed on all of this - your worst reference can also care about you the most and be the most committed to helping
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@Alfred_Lin The best who see your potential improvement points gives you suggestions at private, shows you examples, shares personal experiences, discusses the reasons of why to understand you and helps to understand the importance of the changes. :)
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Alfred Lin retweetledi
We are building the next generation of finance.
Kalshi@Kalshi
Now introducing Kalshi Pro Trade multiple markets with maximum speed, efficiency, and customizability.
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Personal update: I'm taking a leave of absence from YC to join Anthropic. I'll be working with @NotTomBrown on the compute team.
Powerful AI has the potential to improve the life of every human on earth and, as we enter the early stages of recursive self-improvement, availability of compute becomes one of the most important issues to solve.
I'm excited to get started 🚀
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@Alfred_Lin @mansourtarek_ @Kalshi The 'dragged by the idea' thing is real. There's a difference between people who want to build a company and people who can't not build a specific thing. The second type usually wins the long fights.
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.@mansourtarek_ on @Kalshi: “The thing that was unique about us is we never pivoted. It was always Kalshi. We were dragged by the idea. I wasn't the type that wanted to be an entrepreneur. I think if you re-roll the dice multiple times, I'd probably just be a trader or risk manager. I would not be an entrepreneur. But the idea was so glaring in front of us that we just had to do it.”
Successful founders will often tell you that the idea pulled them, not the other way around. Kalshi walked through the desert for six years. Most teams reset the idea once the desert gets long enough. They never did, because they were dragged by the idea, not short-term outcomes.
When they persevered and became the first regulated prediction market, they compounded to ~95% US market share. The patience to do things right became an advantage, not a constraint.
Keep the long game in mind when you feel like you're in the desert.
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@Alfred_Lin @mansourtarek_ @Kalshi Except they only went seven miles and then had to establish a "Patience Camp"😂
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@RamonIzaguirre_ @mansourtarek_ @Kalshi Credit to Tarek, Luana, and the team. They were the ones fully in the desert.
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@Alfred_Lin @mansourtarek_ @Kalshi Finding the idea that pulls you towards it is how you can make it through a seemingly infinite desert because you're not solely focused on when it will end, just the most immediate step in front of you.
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@Alfred_Lin @mansourtarek_ @Kalshi The desert is brutal, but switching ideas just because things get hard is a trap. I’ve seen more teams die from pivot fatigue than from sticking to a hard problem for too long.
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Full interview: x.com/bhalligan/stat…
Brian Halligan@bhalligan
🚨 NEW EPISODE DROP with @Kalshi CEO Tarek Mansour My conversation with the founder who built a $22B prediction market empire by staring straight at the fire. What he and co-founder @luanalopeslara have built, the "future of truth," is nothing short of extraordinary. This episode has some of the most unfiltered lessons on chaos, focus, and founder DNA from one of the sharpest operators I have seen. We talk about: • Fixing the “hole in the ship” daily and the one existential leak that can sink you • Annual roadmaps are dead • Realigning every 30-60 days • Obsessing over the last 10% • Designing co-founder disagreement as a feature • Companies win by betting on asymmetric moves • Aligning incentives so you profit when users win, not lose 00:00 The 'Everything' Exchange 01:18 Co-CEO roles at Kalshi 03:04 Disagreeing by Design 06:43 Beirut Roots and Risk 10:23 Entrepreneurial Literacy 13:37 Chaos as a Strategy 26:52 Desert Years and Never Pivoting 32:15 Weekend Work Rhythm 32:38 Founder Grind Culture 33:08 Scaling Past 150 34:40 Perfectionist Marketing 36:09 Timing The Zeitgeist 40:19 Suing The Government 47:56 Going Mainstream 51:25 Trading Vs Gambling Debate 59:08 Founder Advice Links to the full episode in the comments 👇
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