Tye Daniel

@_sonith 🤫

Still love this video we made. More soon.

@_sonith @kayvz @dickc @elonmusk Some amazing stories

My conversation with @kayvz, co-founder of Macroscope and Periscope. We talk about selling for $120M pre-launch to @dickc at Twitter, turning down @elonmusk, getting trolled by Kobe Bryant and much more. His family immigrated to the Bay Area from Iran and he grew up an aspiring filmmaker. With a push from his mom, however, he toured and eventually got admitted to Stanford. This led to a series of software startups with his best friends and eventual acquisitions from Blackboard and Twitter. He led product there and eventually (graciously) turned down Elon to co-found Macroscope. Kayvon is an incredible storyteller, family man, & product mind. And while his accomplishments are many, he's an even better person. I hope you enjoy this as much as I did! Timestamps: 00:00 Intro 1:54 Fleeing the Iranian Revolution to California 4:32 How Gaming Sparked a Career in Tech 8:28 Growing Up With 12 Kids 12:32 Pissing Off an Apple Exec with a Jailbroken iPhone 4:29 From a Cardboard Sign to Winning Emmys 19:20 Building Software While Skipping Class 20:53 Selling $100k Apps to Best Buy & HP 22:32 Getting Acquired Over a Spam Call 27:03 The Importance of Passion 34:21 The Origins of Periscope 39:20 Scott Belsky Invented "Teleportation" 43:20 Six Months of Failed Designs 47:33 Selling to Twitter Before Launching 54:07 Trolled by Kobe Bryant 57:41 Turning Down Elon Musk 01:01:54 Founding Macroscope 01:10:21 His Two Most Consequential Life Decisions

@Danhightower @sama @terronk sauron.systems

@sama @terronk Someone needs to build Anduril, but for the home.

I wrote this early this morning and I wasn't sure if I would actually publish it, but here it is: blog.samaltman.com/2279512

@_sonith @frankjguzzone @ThriveCapital Phenomenal

Tomorrow. @frankjguzzone @ThriveCapital

@_sonith @JamesCurrier @NFX Good stuff

My conversation with @JamesCurrier, co-founder of @NFX. James grew up in New Hampshire to a carpenter father and a music teacher mother. He left home at 13 on a full scholarship to Phillips Exeter Academy. Then Princeton and HBS. After college, he sailed to Tahiti and worked for Rupert Murdoch building Asian satellite TV in Hong Kong. At 24, a mysterious misdiagnosis forced him back to the US and led him to Boston. James has since founded various widely successful internet companies, frames life downstream of network effects, and deploys capital via NFX. This was one of my favorite conversations about human psychology and finding direction in life. Filled with so many unique stories and lessons. Enjoy! Timestamps: 0:00 Intro 01:31 Selling Worms to Fishermen at 6 Years Old 03:20 From a Dirt Road to Phillips Exeter Academy 04:49 The Hovercraft Corporation of America 07:48 Sailing Across the North Atlantic 09:18 Misdiagnosed in Communist China 10:41 Joining Battery Ventures in the 90s 12:25 Throwing Parties for Hundreds of Tech Associates 13:25 The Origins of Tickle 16:42 The $100M Healthcare IT Clusterf*ck 18:19 The Next 30-Year Technology Window 23:50 When to Start Your Own Company 26:26 The Importance of Geography: San Francisco vs. New York 29:34 AI, Consciousness, and Talking to God 31:51 Discovering Meditation and the Awakened Mind 34:27 Why You Work Best From 10 PM to 2 AM 36:07 Founder Psychology, Psychedelics and Self-Discovery 39:05 Status & Human Interaction 40:49 The Preferred Attachment Theory 42:40 The Real Value of College 44:01 People vs. Capital 47:56 What True Hustle Actually Looks Like 49:56 "Dad Talks" About Sex and Drugs 53:41 Quitting Alcohol at 21 54:42 F*cking Around at Scale

Jim Simons - mathematician and codebreaker - founded Renaissance Technologies in 1982 - team of scientists and mathematicians - Medallion Fund launches late 1980s - 66% annual returns before fees - 39% net of fees for three decades

@dvvdle “The something of somewhere is often the nothing of nowhere” - Peter Thiel

If you market your company as "the cursor for...", "claude for...", etc, you've already lost. You are your own company, stop using another brand's name as leverage in your marketing. If you truly want to stand out, you should stop blending yourself in with everyone else.

@_sonith @davidtisch Phenomenal

Here's my conversation with @davidtisch We talk about why you can’t replicate career paths, the importance of taste, playing in the world series of poker, BoxGroup’s history, and a bunch more. I hope you enjoy! (0:00) Intro (1:33) Focusing on Tomorrow (4:22) A Bet Against the Cable Monopoly (6:02) A Historical Lens to Understand the Future (9:40) Tech is Filled with Rebels (11:55) Early NYC Tech Scene (14:26) Building a Skunkworks Team Inside a "411" Company (16:25) Co-Founding Techstars NYC (19:56) Baseball Cards and Collectibles (23:42) Rejecting Analogies: Extracting Lessons vs. Forcing Comparisons (24:56) The Myth of Linear Success Stories (27:19) Why You Can’t Replicate a Career Path (30:17) The Emotional Toll of Failure (32:21) No One Can Give You Good Advice (34:01) Peter Thiel, Facebook, and Uber (36:36) ChatGPT Beating Google (37:37) Focus on the Founder’s Story (38:26) The BoxGroup Competitive Edge (40:44) Why Social Media is Inherently Good (43:11) Parenting Philosophy (45:19) Playing the World Series of Poker While Bored in Law School (46:34) The Importance of Taste (52:26) The Famous Doorman (55:05) Meet Interesting People (56:50) Why Cold Emails Fail

Jeff Yass went from playing poker in Vegas to trading options in Philly, in 1987 he co-founded Susquehanna:

@owenwb @arastraderoai Lessgo

Announcing @arastraderoai :)

@_sonith @JTLonsdale Epic

Next week, my conversation with @JTLonsdale goes live We covered his life story... from chess, philosophy, & Peter Thiel to Palantir, 8VC and much more. For now, here's to our appreciation for America 🇺🇸

Stanley Druckenmiller’s story is wild. Started with $900k and turned it into $12B. 30.4% a year for 30 years...

Paul Singer launched Elliott Management with $1.3M… Here’s his take on starting a fund today:

The story of @DanielSLoeb1 raising friends & family capital to launch @ThirdPointLLC and then subsequently profiting from the Internet bubble.

@Indian_Bronson very much so

Still true:

Philippe Laffont started @coatuemgmt after working for free at a mutual fund:

@TheIcahnist Can you please credit @yesterdaymgmt

How @davidein launched Greenlight from a cramped New York office in 1996 - and if it’s still feasible today.

Ken Griffin tells the story of starting his fund out of a Harvard dorm… (Remastered from SD to HD)