Michael Ferro

bullish on cows - started as a side project while working at rocket lab - solar powered gps collars for cattle, around 600k have been deployed - use sound and vibration cues to guide cows (e.g., can schedule cows to show up at the dairy shed at 4:30am) - proprietary algorithm is called the "cowgorithm"

Announcing our first book: Silicon A beautiful coffee table book about the world of transistors, chips, and the greatest technology revolution of all time. 384 pages. Almost five pounds. Preorders open now, shipping in May: arenamag.com/silicon

everyone in ireland is celebrating in green. had no idea ramp's europe launch was this big

@lightspeedvp @dylan522p 🤠

The best ideas move fast. The right environments help them move even faster. Last week, we welcomed founders and leaders to reconnect with nature in beautiful Park City, Utah, for the Ideas Move at Lightspeed Retreat: two days of conversations, connection, and reflection. One highlight of the weekend came from a very special guest, legendary Duke Basketball Coach Mike "Coach K" Krzyzewski, who shared powerful insights about leadership and teamwork. Thanks to everyone who joined us for an inspiring few days of collaboration!

>”there is no accessible luxury” > quince at $10B who is right?

some banger quotes from brunello cucinelli i recently came across: > "I believe that there are three things in life that you must absolutely do yourself because nobody can do it in your place: keeping fit, following a diet, and accumulating culture." > "If you have 1,000 people, you have 1,000 geniuses. They're just different kinds of genius and a different degree of intensity." > "...there is no accessible luxury. There is no aspirational luxury. It’s either luxury or not luxury." > "As for my business plans, I have three-year business plans and 30-year business plans but also three-centuries business plans."

@PhilipJohnston Why?

I’m calling it: VC-backed, vertical AI roll-ups will end in disaster.

@philip_bogdanov awesome!

incredibly impressed with OpenAI Grove Cohort 2, looking forward to the next batch

howard marks is in awe of claude’s output and you’re bearish?

@AndreyFradkin @Noahpinion good listen!

New pod up with @Noahpinion. We talk about AI, elite overproduction, and Noah's thoughts on thinkers such as Acemoglu and Pettis. Noah is excited for all the weird stuff about to happen.

Great day at NYSE

@jakeottiger Legend

last friday was my final day at Thrive. witnessing the herculean effort that went into closing Thrive X was the way to finish. it resembled everything i love and admire about the place and its people. so what's next... i left to build any and all software for any and all businesses. an ~ai~ consulting company of sorts. i've craved to run a service based business like this where i know my customers and they know me. there's no amorphous corporate blob to deal with. clients deal with me. now, with leverage from AI, they can get world class, personalized service from one guy at a reasonable rate. i hope this model lets me build trust and goodwill between tech and the long tail of industries from Anthropic's survey. (important note: i will also work with startups and tech companies given my mandate is literally any business) i've started with a used machine shop in Louisville, a wayfinding company in Cleveland, and a distributor of rags (literal towels not RAG...) in LA. we'll see how it goes...

Today we continue the 100 Year Conversation with Tyler Cowen (@tylercowen), economist, author, and patron of talent behind Emergent Ventures and Marginal Revolution. A project to capture timeless wisdom from leaders who have built institutions that endure. The central question: How do you build something that lasts 100 years?

@andrew__reed @tamarawinter @stripepress @figma this is a great take

My contribution to the 'taste' discourse -> "How you do one thing is how you do everything" examples: @tamarawinter @stripepress, @figma config

@tylercosgrove this is art

made a market map that has every company on it

if this was bertrand competition, the ui would be pretty but since it's cournot, the alpha move is to ignore the user experience entirely and just ship maximum inference capacity on a blank screen

side quest