Varun Gupta
1.9K posts
@Varungupta
GP at Caffeinated: @affirm @airtable @amcainc @antaresnuclear @avencard @brexhq @federato_ai @onebriefapp @saronic @vardaspace @virtahealth
And huge congrats to @varungupta for sourcing and closing our Series A investment in @Saronic, $25m! Just DAY ONE here @caffeinatedcap 🙌🏻
We've entered into an agreement to join OpenAI as part of the Codex team. I'm incredibly proud of the work we've done so far, incredibly grateful to everyone that's supported us, and incredibly excited to keep building tools that make programming feel different.
We've entered into an agreement to join OpenAI as part of the Codex team. I'm incredibly proud of the work we've done so far, incredibly grateful to everyone that's supported us, and incredibly excited to keep building tools that make programming feel different.
Great men of history had little to no introspection. The personality that builds empires is not the same personality that sits around quietly questioning itself. @pmarca and I discuss what we both noticed but no one talks about: David: You don't have any levels of introspection? Marc: Yes, zero. As little as possible. David: Why? Marc: Move forward. Go! I found people who dwell in the past get stuck in the past. It's a real problem and it's a problem at work and it's a problem at home. David: So I've read 400 biographies of history’s greatest entrepreneurs and someone asked me what the most surprising thing I’ve learned from this was [and I answered] they have little or zero introspection. Sam Walton didn't wake up thinking about his internal self. He just woke up and was like: I like building Walmart. I'm going to keep building Walmart. I'm going to make more Walmarts. And he just kept doing it over and over again. Marc: If you go back 400 years ago it never would've occurred to anybody to be introspective. All of the modern conceptions around introspection and therapy, and all the things that kind of result from that are, a kind of a manufacture of the 1910s, 1920s. Great men of history didn't sit around doing this stuff. The individual runs and does all these things and builds things and builds empires and builds companies and builds technology. And then this kind of this kind of guilt based whammy kind of showed up from Europe. A lot of it from Vienna in 1910, 1920s, Freud and all that entire movement. And kind of turned all that inward and basically said, okay, now we need to basically second guess the individual. We need to criticize the individual. The individual needs to self criticize. The individual needs to feel guilt, needs to look backwards, needs to dwell in the past. It never resonated with me.
We've been working to bring something big to The Shoals, and now, it's time. On March 20th, we'll be launching our newest facility - Factory 4 - in Alabama. Expect: • 2.25M sq ft of manufacturing • 1,000+ jobs created • $2B in Private/Public investment • Remarks from @SenKatieBritt, @SenTuberville, @RepMikeRogersAL, @Robert_Aderholt and other senior officials • A private concert from our favorite rock band of all time, local BBQ, and the best entertainment Alabama has to offer Building for America is worth celebrating. Apply for an invite here, spots limited → HadrianAlabama.com
I'd rather us viscerally experience our lack of magazine depth in Iran, and then fix it, than experience it for the first time in Taiwan.
After this round Saronic will be valued around $10B on <$400m contracted revenue spread across a PoP of ~8 years. Huntington Ingalls did $12B last year with a backlog of $50B. Trades at $17B. Is HII undervalued in public markets or is Saronic overvalued in private markets?
France offers to station nuclear weapons in Europe for the first time ft.trib.al/nEBH6Vi
You can want to be like @elonmusk, but do you really have the stomach for it. corememory.com/p/los-angeles-…
