Dimitris Kouvaros (🇬🇷)

@homerfolmer Depending on how many, possibly my JP Morgan HQ?

I’m planning a coffee meetup in April for CPG investors in NYC. Anyone have good recommendations on where to host?

NY is about to cost founders a million dollars…and the state even more NJ changed its QSBS rules recently and recognizes QSBS. Why in the world is NY going to push founders to move to New Jersey? Haven’t we learned that we compete with other states? Retweet to spread the word that we can’t let this happen

@Andrew_FBB 12 team NFBC OC

Drop your #FantasyBaseball team below and I will give it a grade👇

@jnsilver23 @TheReal_NFC @claudeai Just curious but did the picks stay within a reasonable range or was it suggesting you pick someone way down the rankings compared to your pick #?

Was underwhelmed by my first @TheReal_NFC DC using my @claudeai agent so I made significant changes. Details in the thread. Plan is to do another draft and give Claude reasons every time I make a different pick then its suggestion. Will it learn and improve? Lets see!

Wild stat from StepStone about emerging managers: In 2021/2022 there were 938 managers who raised a Fund I Since then, only 190 subsequent funds have been raised by this group

Instead of watching Netflix, watch this interview of Anthropic’s CEO

My rough math on which investors made the most money on OpenAI & Anthropic: 1. MSFT ~$224gain on OpenAI post-conversion 2. AMZN ~$83B gain on Anthropic 3. Thrive Capital $69B on OpenAI 4. Softbank $46B on OpenAI 5. Google $33B on Anthropic 6. Khosla $12B on OpenAI 7. Reid Hoffman $11B on Epstein & OpenAI 8. Fidelity $10B 9. Jaan Tallinn $10B (WTF EA is never going to die now) 10. Mubadala $6B on Anthropic via FTX 11. Menlo Ventures $6B on Anthropic 12. Lightspeed $6B on Anthropic 13. Dustin Moskovitz $4B on Anthropic (more than Asana lol) 14. Spark $3B on Anthropic 15. SK Telecom $3B 16. Eric Schmidt $3B on Anthropic 17. Founders Fund $3B on OpenAI 18. SAP $3B on Anthropic 19. Jane Street $2.5B on Anthropic 20. Tiger Global $2.3B on OpenAI

Brian Chesky's vision for an AI-first world is miles ahead of the Silicon Valley narrative. Haven't seen it this clearly since Steve Jobs.

@StevenACohen2 Thank you for all you do 👑 #LFGM

What an incredible week. Let’s go Mets !

@rrhoover If you're open to Astoria Queens, I'm currently renting out my 2nd floor now!

Hunting for an apt in NYC. Looking for ~2,000 sq ft, 2 bed, quiet, big windows in this area. If anyone has off-market leads, LMK! DMs open. :)

Wait what

Anthropic CEO Dario Amodei has said it’s important to talk about the potential dangers of AI. “If we don't, then you could end up in the world of the cigarette companies, or the opioid companies, where they knew there were dangers, and they didn't talk about them, and certainly did not prevent them."

Full LP letter as PDF (link here) drive.google.com/file/d/1RZ7P2s…

Funny how OpenAI might have saved Google. At a party, an OpenAI guy named Dan challenged Sergey: “What are you doing? This is the greatest transformative moment in computer science,” and Sergey went right back into founder mode. Googlers probably love Dan. Sam probably not lol.

New tech, new moats. For the past 2 decades, the best moats were built on external forces: network effects & economies of scale. Cognition is different. It doesn't depend on one massive external system; it's about millions of microsystems—one per user. forerunnerventures.com/perspectives/f…

Eleven continues to be a rare breed of products that appeal to the trifecta - enterprise, startup and consumers! (cc: @brexHQ & @shaig)

Here it is: signatureblock.co/articles/shoul… Guest post by @stefanobernardi with a colorful table on fund concentration.

My Startup Banking team in NYC is hiring for a VP! If you’re interested in joining a great team, reach out! jpmc.fa.oraclecloud.com/hcmUI/Candidat…