Nader Mikhail

Exactly. Legacy media is a propaganda arm of the far left.

@HarryStebbings Impressive

Cool stat: 20VC Fund I ($8M) had 31 companies in it. 8 of them are now $50M+ ARR.

@HarryStebbings Make every day count

If you do one thing today, read this. Read in tears this morning. “You are alive.....so be ALIVE. Love recklessly, dream wildly, speak truthfully. Do not wait for the perfect moment; create it. Do not wait for life to give you meaning; carve it into the universe with your passion.”

😂 bbc.com/news/articles/…

@HarryStebbings Props for doing what matters most

"For anyone who has been really sick, you will know, when you are lying in a hospital bed, the only thing you want is to be ok. You would give everything up to be healthy and not in hospital". A lesson my mother taught me. She suffers from MS yet walks a marathon with me every weekend. Today we did another, in the sun, through London. I cherish every mile of being healthy and with people I love.

@HarryStebbings Add low EQ to that list

Many more companies have been killed be ego and apathy than lack of innovation.

@mattturck LOL

Breaking: New VC AI Agent with Chain of Thought released, finetuned on extensive labeled data with reasoning path for VC investment decisions It's wild! Here's an example. "Should I invest in this AI company?" 🤖 I'm gathering information on founder vibes, checking if they have an elite university dropout story, and whether they say "agentic platform" in a way that sounds profound 🤖 I'm searching on Twitter/X to see if multiple blue checks say the startup's AI demo is “game-changing" 🤖 I'm confirming that Sequoia is leading the round. If so → Invest immediately If they passed → ask why, but pretend to have independent conviction. If they are thinking about it → signal interest, but don't commit (yet). Research completed in 1m · 3 sources 🔧 [Switch to Tool use] Wire the money 🔧 Email LPs: “We’re backing a generational founder.” 🔧 Tweet about our new ‘High-Conviction Bet’

@elonmusk @PalantirTech @grok @elonmusk we are trying to deploy @grok to our b2b workflows in @Elementum . How do we get access?

@PalantirTech @grok Cool

Palantir has brought @grok to the enterprise. Now officially available in AIP.

@HarryStebbings Well played

I WILL FOREVER USE THIS SHAREHOLDER LETTER AND THE RIGHT WE ALL HAVE TO BE "DISTINCT" AS AN EXCUSE TO WEAR RUNNING SHORTS DAILY.

@jjen_abel And most of them have only seen the movie, not made it

there are more 'startup consultants' than startups ...

@mattturck You can write a book at VC ironies.

VCs to startups: "how is your positioning any different from your competitors?" Also, every VC website: "we look to back exceptional founders looking to change the world and build iconic companies"

@HarryStebbings More like top 1%. Especially during summertime.

One of the most important features a VC can have is speed of response. Fast, clear and direct. Do that and you will be top 5%.

@kimberlywtan @a16z Spot on!

📢 New @a16z thesis: AI will unbundle the BPO and disrupt the $300b outsourcing market. Enterprises often outsource important, but high-volume and repetitive work to BPOs. These BPOs rely heavily on human labor, often leading to slow turnaround times, human error, and unsatisfactory results. With modern AI, there's a clear opportunity to productize the BPO and unbundle the use cases they have dominated for decades.

@levie We should do this a lot more

The Boom story is so cool. We’re going to get supersonic flight just because a a team decided it was time to try again. It turns out entrepreneurs can just go tackle insanely hard problems, and against all odds deliver the goods. We should do this more.

@Benioff Game on!

Digital Labor TAM>Ent SW TAM

@levie @elonmusk Brave new world

Teslas driving themselves off the factory floor. When you see stuff like this, it’s obvious that there are just crazy cool efficiencies anywhere if you’re looking properly.

@Tesla @boringcompany @cybertruck Leave it to @Tesla to re-write the rules. The old adage of going through the window if the door is closed is out of date. Now, the answer is to cyber-bore it in.

With a major highway in the way, we needed a faster & safer way to connect production with our end of line shop & outbound lot So we teamed up with @boringcompany to bore a 1,355 ft tunnel in just 9 weeks – enabling a much more efficient route for @cybertruck

@levie Every revolution starts with an infatuation with the infrastructure but then quickly moves to how to get value from it. Massive new platforms wlll rise and apps will drive tremendous value.

DeepSeek has been a very important breakthrough for understanding the future of economics in software in a world of AI. There’s been an open question for a couple of years now - especially from public market investors - around whether more value goes into the AI models or into the application layer of AI over time. The specifics of the pie graph don’t matter as much as the core direction of the space. Imagine two different scenarios: one in which AI was extremely proprietary and very expensive, and another where AI is almost completely free and relatively open. You could easily game out two different outcomes in these worlds. In the world of very expensive and proprietary AI, the providers of AI could and likely should choose to keep all the economics for themselves - basically crowding out opportunity for developers and the ecosystem. In a world of insanely cheap AI, then the value is less about the models, but what you do with the AI models to make them useful - in that world, more value is available to the application layer (which could include the AI companies, to be clear). With the latest breakthroughs from DeepSeek, we can nearly definitively say this question has been answered, and we’re clearly moving closer to the latter. We’ve already seen incremental steps toward this direction with the continuous cost and quality improvements from labs in the past couple of years, but DeepSeek shifts our understanding of this even further. In a world where the cost of intelligence will continue to drop rapidly, more value will accrues back into the app layer. Products that combine AI, customer workflows, and likely some degree of unique data, will generate substantial value from these models going forward. Now, everyone wants to live in a binary world of winners and losers, but I don’t think it’s that simple here. The leading AI labs will incorporate the relevant lessons from DeepSeek into their models, and we’ll get cheaper and more intelligent AI. As a result of that, the cost of intelligence will continue to drop, and we will find even more ways to use the technology as it becomes affordable for even more use cases. If we can make AI 10X more efficient today, it’s exceedingly obvious we will have 100X more use for it in 5 years from now, more than making up for the efficiency gains. Making demand for GPUs and data centers bigger than ever. In all, fantastic to see that we continue to have companies and teams pushing the limits of AI. This is a great win for software developers at the app layer, and it will push labs to go even further. Incredible times.

@jasonlk The quiet few in the 5% are making it happen are achieving immense benefits. Their P&Ls and SG&A numbers are going to start looking real good later this year

X: “You can just roll your own Workday or Salesforce in a day using AI why would anyone pay anything” 95% of Businesses: “What”

@jasonlk Amen to that

How hard being a VC is: 9. Only can make money if hunt, find, source and close very, very best deals. Every single year Need 2-3 Unicorns + Decacorns every fund __ How hard being founder is: 95 [The scale was 1-100]