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Valen

@Valen_HL

Partner @GainVentures | @DukeFuqua | @She__Fi Cohort 10

Katılım Ocak 2022
503 Takip Edilen477 Takipçiler
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Valen
Valen@Valen_HL·
everyone's worried about AI disruption, but a lot of it is just common sense economics finally catching up the debt was always going to crack, the bloated saas contracts were always going to get cut, the overhired orgs were always going to compress AI didn't cause this, it just made it impossible to ignore
Valen@Valen_HL

x.com/i/article/2029…

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Valen@Valen_HL·
One thing I may have underestimated: The existence of bottlenecks doesn’t necessarily slow technological transitions. Sometimes bottlenecks attract MORE capital. Power shortages → energy investment. Compute scarcity → chip investment. Infrastructure constraints → industrial buildout. That changes the calculus a lot.
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Valen
Valen@Valen_HL·
I think I finally figured out what’s been bothering me about the AI debate People keep arguing whether AI is “real” or “a bubble.” Meanwhile the more important thing may be: the global economy is becoming too dependent on AI succeeding to slow the transition down voluntarily.
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Valen
Valen@Valen_HL·
The next generation of startups may not fail because they hired too many people. They may fail because they built products whose economics only worked inside artificially cheap compute markets. That’s a very different bottleneck than the last software cycle
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Valen
Valen@Valen_HL·
The SaaS bear case assumes AI kills software because anyone can build it now, but that assumes capability was why people were paying People have always/will always pay for time, NOT capability. SaaS moat's are not disappearing entirely, they're simply changing
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Bishop Robert Barron
Bishop Robert Barron@BishopBarron·
There was a line from Zohran Mamdani’s inaugural address yesterday that took my breath away. He said he intended to replace “the frigidity of rugged individualism with the warmth of collectivism.” Collectivism in its various forms is responsible for the deaths of at least one hundred million people in the last century. Socialist and Communist forms of government around the world today—Venezuela, Cuba, North Korea, etc.—are disastrous. Catholic social teaching has consistently condemned socialism and has embraced the market economy, which people like Mayor Mamdani caricature as “rugged individualism.” In fact, it is the economic system that is based upon the rights, freedom, and dignity of the human person. For God’s sake, spare me the “warmth of collectivism.”
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Valen
Valen@Valen_HL·
Once when traveling alone with my 10 month old, the man next to me sat quietly the whole flight and just gave the occasional smile. At the end of the flight he just said “you’re a great mom” and made me tear up. For some reason it felt like the best compliment I’ve ever gotten and came at just the right time.
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James Harrigan
James Harrigan@jamesharrigan·
@MrsCMFrancis I've been on flights with a crying baby, and every time the parents are doing their best. I often wish I could send them a little solidarity and encouragement without intruding, but haven't figured out how to do that. Suggestions?
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Valen
Valen@Valen_HL·
@GreatLakesWife_ I don't remember bringing anything noteworthy or eating much during labor but towards the end I was exhausted and my wonderful nurse brought me an ice pop that I swear it was the best thing I've ever had
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Great Lakes Wife
Great Lakes Wife@GreatLakesWife_·
What snacks did you bring to the hospital to have during labour (or have at home for homebirth)? What do you wish you brought? If you didn’t feel like eating no need to reply, I just want to know what I should have on hand in case I want them!
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Valen
Valen@Valen_HL·
@tallsnail @egreghost Just got the chicco and we loveee it! I really wanted a nuna and couldn’t stomach the price, but the chicco made me totally forget about overpriced car seats
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lia@tallsnail·
@egreghost ooh excellent I didn't realize that chicco also didn't use flame retardants!!
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lia@tallsnail·
researching infant car seats: "this one is the gold standard, it's $580" me: cool cool cool, anyway i will be getting the graco like a normal person
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Allie Beth Stuckey
Allie Beth Stuckey@conservmillen·
I just wish we had some precedent that shows us whether socialism works or not
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Valen
Valen@Valen_HL·
@sonyatrademark I bet the people saying that only have “art” from Home Goods on their walls. THAT is tacky
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Sonya™
Sonya™@sonyatrademark·
is it tacky to hang your wedding photos up in your house? I paid good money for them, they make me happy, and yet people keep telling me it’s weird I don’t get it
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Valen@Valen_HL·
“The lesson for the US is that socialism is slavery” 100% true
The All-In Podcast@theallinpod

🚨 Another Amazing All-In Interview! Nobel Peace Prize Winner María Corina Machado on Defeating Maduro, Socialism & Freeing Venezuela @MariaCorinaYA joins @friedberg to talk: -- Venezuela's descent into socialism, before and after Chavez's rise -- The impact of oil -- The cruelty and intimidation tactics of the Maduro regime -- How she's fighting for a free Venezuela -- The rise of socialism in the US (0:00) Friedberg introduces 2025 Nobel Peace Prize Winner María Corina Machado (4:27) Venezuela before and after Chavez (15:25) Why María got involved in politics and why she was expelled (24:33) Why Maduro was chosen and Chavez's successor, China relationship, why people are fleeing (31:27) Intimidation tactics by the Maduro regime, response to claims of her being a "Western puppet" (39:30) Presidential run, election fraud, how different US regimes have viewed Venezuela (54:23) The rise of socialism in the US

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CartierFamily
CartierFamily@cartierfamilyZ·
@AOC It’s all about women’s empowerment until it’s a woman that disagrees with you
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Valen
Valen@Valen_HL·
@amywrites2 This is awesome - I have a talker who is not yet a mover (just turned one, is already saying a few sentences but not ready to walk yet) this was a great reminder! Thank your MIL for me :)
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Amy
Amy@amywrites2·
I love my MIL so much. She was asking my husband if our son is talking yet (he’s 18 months and says a couple words, but prefers his gibberish words and “mmmm’s” and pointing and leading us to show us what he wants.) Our son was an early walker, and my MIL, who raised ten children, proudly stated: “That’s completely normal. My movers were not talkers and my talkers were not movers.” But she noted all of her children got there in the end eventually. I’m so thankful for my MIL and her wisdom 🥹🥰😭
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Ed Krassenstein
Ed Krassenstein@EdKrassen·
This is absolutely disgusting. The Trump WH is playing the racist @hakeemjeffries Sombrero video in the WH press briefing room. This is Trump's America.
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Keşfet

@MrsCMFrancis @GreatLakesWife_ @tallsnail @egreghost @sonyatrademark @elonmusk @BarackObama @taylorswift13