Andrew Capasso
19.4K posts

Andrew Capasso
@AndrewCapasso_
Building @Petal_Network | Prev: @AP, @central_fdn @ABI_DC_Updates @AmericanU 🇮🇹 🇻🇳

The CEO of a company doesn’t know what her own company was pushing for the past 5 years Embarrassing

"There's something about this culture of young people coming up where they're not afraid of hard work. They're not afraid to pop a Zyn and work at the factory all day." Why @KTmBoyle is bullish on Zoomers: "The best quote that summarizes why I'm so bullish on the Zoomers is Alysa Liu after winning her gold. She said, 'I love to struggle. It makes me feel alive.'" "It's the opposite of the morose theater kid vibes that we got from the millennial generation, where everything was very different in how they operated." "Like Jack Hughes—they get their teeth knocked out, they come back and say, 'It's not even a question. Of course I got my teeth knocked out. It's hockey.'" "And that means we're seeing totally different companies than we saw out of the Facebook diaspora—which was very much the Harvard dorm room—I like to work on my computer, I like to build apps. It's a totally different style of founder." "The next generation is so patriotic and bullish on the American project. I think this generation cares a lot about the country. And it shocked us. @davidu and I talk about this all the time—for some of these young people, they were not born on September 11th. They have no recollection of the things that the millennials remember, or anyone older than us remembers, but they care about the country." "They look up to people like @elonmusk, to people like Alex Karp. They look up to people who've been doing the hard thing for 20, 30 years and they want to do it too." "It's a different generation of founder that we've had the privilege of seeing very, very early on. I think the rest of the country is going to define tech and Silicon Valley by these people for the next 10–20 years." From @nypost

We're excited to announce 'The Situation Room' by Polymarket is coming to Washington, D.C. The world's first bar dedicated to monitoring the situation. 🧵









Nantucket Fourth of July 2002



NYC spends more per homeless person than the median NYC household earns. $81,705 per person in FY2025. And $81,705 is a floor. It excludes supportive housing (~$500M/yr), mental health response teams, and NYPD encampment costs. The city projects ~$97K per person in FY2026.

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.

you went to a real SF party this weekend if you talked about - openclaw and how it’s a paradigm shift but also zomg so unsafe - peptides - how impossible dating in SF is - AI agents replacing everyone - the Anthropic tender driving up housing prices - creatine
















