Michael Brod

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Michael Brod

Michael Brod

@adhoc97

co-founder of an SMB @usehaven | observe & report

New York, NY Katılım Kasım 2022
409 Takip Edilen490 Takipçiler
Michael Brod
Michael Brod@adhoc97·
@benhylak wrong they will not die they will have a massive exit just not an IPO
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ben
ben@benhylak·
only one thing will save cursor: building the best coding model in the world. nothing else matters. if they can't do this, they'll die.
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Michael Brod
Michael Brod@adhoc97·
@howard @pmarca The point is totally valid. More action less thinking All he had to do was clarify!
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Howard Lerman
Howard Lerman@howard·
When @pmarca says the best founders have no introspection, what he is saying is that they are always just doing the next best (or least worst) thing in any situation
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Milo Smith
Milo Smith@mil0theminer·
This is 100% an undisclosed replit ad
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Michael Brod
Michael Brod@adhoc97·
i get ur point, like u need the internet brand to then enable u to be good at the job but its simply a delayed gratification exercise earn your reputation over a long period of time by outperforming or try to circumvent this on a shorter timeline by creating the perception that u have the performance before u actually do
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Michael Brod
Michael Brod@adhoc97·
@depanneurdegen i think this mostly supports my point thrive earned the right to operate the way that they do as a result of being very good at their job for a very long time, which is what then created their reputation and brand
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Michael Brod
Michael Brod@adhoc97·
im not sure why VCs havent learned this yet but the ability to build aura & mystique through headline actions and infrequent interviews like a Thiel is about 1 million times more enticing to the flow than doing 7 podcasts & 150 tweets a week the more you say stuff on the internet, the more you will naturally be wrong about predictions, markets and people notice. the exact people you don't want to notice if Thiel or Frankel did 7 podcasts a week, they would be wrong a bunch, and it would greatly deteriorate their aura
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Michael Brod
Michael Brod@adhoc97·
THRIVE is a great example here whole brand and aura is based on Doing Good Deals aggregate lifetime podcasts of partners is like 5 its the correct optimization function albeit a luxury, as a result of being very fucking good at your job
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Michael Brod
Michael Brod@adhoc97·
another thought building 'online presence' is basically a non-merit based short cut ur reputation should take immense time to build its the Ozempic for Allocators simply doing the work and succeeding is the much more righteous path
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SPEC
SPEC@___4o____·
@adhoc97 Sequoia was doing this really well until they weren't.
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Aaron Bai
Aaron Bai@aaronbaii·
Only 5% of SMBs are actually spending money on AI products. But you wouldn’t know that from the headlines. AI adoption is supposed to be exploding. Taking over entire industries overnight. Based on the latest Affiniti data . . . AI is barely scratching the surface of the SMB market. We analyzed SMBs on our platform generating a combined $14B+ in annual revenue, tracking spend across ChatGPT (which leads Claude in usage by 10X), Anthropic, Scribe, Grammarly, Otter AI, Plaud, Freed AI, HeyGen, and others. We then put all our key findings — AI usage behavior, vertical vs. horizontal software, pricing insights, and more — into one article: x.com/aaronbaii/stat… While Silicon Valley debates which AI lab is better, there is an entire economy that is just beginning its journey into AI. This is who Affiniti is building for.
Aaron Bai tweet media
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Michael Brod
Michael Brod@adhoc97·
Scary to see those Series B companies only filled with strictly pedigreed LinkedIns Realized equity value does not come from those places
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Michael Brod
Michael Brod@adhoc97·
fair, agree i just think if Sam put his hog on the table and told Masa that it'll produce better returns long term if the narrative he shares publicly is less scary (which i think we all know is reality) and Masa agreed we'd as a nation, as an industry, be more aligned which to ur point, will perhaps take place when the dynamics of the game evolve over time
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Packy McCormick
Packy McCormick@packyM·
@adhoc97 it is not an indictment on either, really. it's how the game is being played. i just don't think it's a global maximum.
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Packy McCormick
Packy McCormick@packyM·
AI is very weird for me because normally I'd be the guy who'd argue that it's crazy we're not more excited about this miracle technology, but I completely get this sentiment. AI companies have clearly botched telling the story. That's a big piece of this. Telling people, "We built this thing that is definitely going to take your job and hopefully we can figure out how to give you handouts or something on the other side, or come up with even better jobs or whatever, say thank you" is clearly terrible messaging. Part of the issue is that what you need to say to raise tens of billions of dollars is very different from what you need to say to get the public excited. "This is definitely a better Google, it does some other cool stuff, too, and we think it's going to really help make you and your loved ones healthier" doesn't fund data centers. Then there's the gap between hype and the average person's experience with AI. Models are getting more useful for a small number of people - if you're a coder or a mathematician or someone who wants to make software but never learned to code, the last few model upgrades have felt really big. That's like ~5% of people, maybe? 2%? If you just want it to answer your questions or do your homework, it's gotten a little bit better, but it's also gotten better for everyone else, so it's not like you have a magic A+ machine all to yourself. Meanwhile, that very small group for whom it's more useful (or who at least say it's more useful because they don't want to be the one who admits it's not) is flooding the zone telling people, "If you don't use these tools as much as / as well as I do, you are completely screwed. You're going to lose your job to me and my army of bots. You (and your kids) are going to be part of the permanent underclass." If you dare question how incredible it is, you are told that you just don't get it, either because you're not smart enough, are too low agency, or don't pay for the latest paid models, which are the really good ones and don't even bother with the free stuff, you dumb poor. And you hear stories like the guy making an mRNA vaccine to fight his dog's cancer, which is awesome, and you're told that everyone will be able to have personalized medicine like that in the future, which sounds great. But like, are you, who can't even make a website with Claude Code, going to start using AlphaFold to whip up your own peptides? Are those dickbags telling you that they're going to be so much richer than you also going to live so much longer than you?? Plus, you hear creepy stories about AI encouraging people to kill themselves, and you know those people were probably unstable anyway and that AI is just a tool and it'll tell you whatever you want, but is it worth the risk? Pretending to be afraid of it might be the best way to stop it from taking your job, which, remember, all of the leaders at the big labs are promising it will do, unless you want to go be a plumber or something, work with your hands (they will not, of course, but you, you should probably seriously consider getting your hands dirty). Or maybe you're not pretending about being afraid, you actually are, which would be totally justified because the leaders of the big labs have told you to be afraid, that they're afraid, that these things are like nuclear weapons in the wrong hands and that there's a 10%? 25%? higher? chance that they'll kill us all, but it's worth the risk, because this is how society progresses. There's no turning back. "We have achieved Recursive Self-Improvement!" they squawk. "This is the big one! Humans are really and truly useless meatbags now! Ha ha!" And you're so confused, because most of the AI you actually encounter is slop. Poorly written social media posts, fake images, etc. Some of it is very funny, but if this is the stuff that's definitely going to take your job and then probably kill you, you don't quite see how? Are you that replaceable? Would you be more excited than concerned? Or would you be more concerned than excited? Personally, I'm excited, because I think LLMs are overhyped. We'll spend bajillions of dollars on inference in a Red Queen's Race, the slop will runneth over, some people will certainly lose their jobs, but a lot of things will genuinely improve, and a lot of people will end up being able to do more at their job than they can now. Plus, the non-chatbots, the models that power embodied AI and help crack biology, are showing early signs that they're going to be magical. In the past week or so, Travis Kalanick, Bob McGrew, and RJ Scaringe all said they're going to be building AI-powered factories. Yann LeCun raised $1 billion for world models to accelerate AI's impact on the physical world. Robots can play tennis now. We'll all have personal tennis coaches or coaches who teach us anything we want when we're around, and spend the rest of their days making our beds, doing our laundry, cooking healthy, delicious meals. The near future is going to be insanely cool, and different in all sorts of ways, some of which we can predict, and some of which we can't. But my god you weirdos need to stop shilling your dystopian fantasies to the people if you ever want them to feel more excited than concerned.
Packy McCormick tweet media
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Michael Brod
Michael Brod@adhoc97·
the "AI founders need to be dystopian to raise big bags" and "their narratives are the issue" has become wildly consensus which naturally makes me skeptical it is more an indictment on investors than the CEOs of these companies and investors should know that general public favorability will probably lead to better DPI long term
Packy McCormick@packyM

AI is very weird for me because normally I'd be the guy who'd argue that it's crazy we're not more excited about this miracle technology, but I completely get this sentiment. AI companies have clearly botched telling the story. That's a big piece of this. Telling people, "We built this thing that is definitely going to take your job and hopefully we can figure out how to give you handouts or something on the other side, or come up with even better jobs or whatever, say thank you" is clearly terrible messaging. Part of the issue is that what you need to say to raise tens of billions of dollars is very different from what you need to say to get the public excited. "This is definitely a better Google, it does some other cool stuff, too, and we think it's going to really help make you and your loved ones healthier" doesn't fund data centers. Then there's the gap between hype and the average person's experience with AI. Models are getting more useful for a small number of people - if you're a coder or a mathematician or someone who wants to make software but never learned to code, the last few model upgrades have felt really big. That's like ~5% of people, maybe? 2%? If you just want it to answer your questions or do your homework, it's gotten a little bit better, but it's also gotten better for everyone else, so it's not like you have a magic A+ machine all to yourself. Meanwhile, that very small group for whom it's more useful (or who at least say it's more useful because they don't want to be the one who admits it's not) is flooding the zone telling people, "If you don't use these tools as much as / as well as I do, you are completely screwed. You're going to lose your job to me and my army of bots. You (and your kids) are going to be part of the permanent underclass." If you dare question how incredible it is, you are told that you just don't get it, either because you're not smart enough, are too low agency, or don't pay for the latest paid models, which are the really good ones and don't even bother with the free stuff, you dumb poor. And you hear stories like the guy making an mRNA vaccine to fight his dog's cancer, which is awesome, and you're told that everyone will be able to have personalized medicine like that in the future, which sounds great. But like, are you, who can't even make a website with Claude Code, going to start using AlphaFold to whip up your own peptides? Are those dickbags telling you that they're going to be so much richer than you also going to live so much longer than you?? Plus, you hear creepy stories about AI encouraging people to kill themselves, and you know those people were probably unstable anyway and that AI is just a tool and it'll tell you whatever you want, but is it worth the risk? Pretending to be afraid of it might be the best way to stop it from taking your job, which, remember, all of the leaders at the big labs are promising it will do, unless you want to go be a plumber or something, work with your hands (they will not, of course, but you, you should probably seriously consider getting your hands dirty). Or maybe you're not pretending about being afraid, you actually are, which would be totally justified because the leaders of the big labs have told you to be afraid, that they're afraid, that these things are like nuclear weapons in the wrong hands and that there's a 10%? 25%? higher? chance that they'll kill us all, but it's worth the risk, because this is how society progresses. There's no turning back. "We have achieved Recursive Self-Improvement!" they squawk. "This is the big one! Humans are really and truly useless meatbags now! Ha ha!" And you're so confused, because most of the AI you actually encounter is slop. Poorly written social media posts, fake images, etc. Some of it is very funny, but if this is the stuff that's definitely going to take your job and then probably kill you, you don't quite see how? Are you that replaceable? Would you be more excited than concerned? Or would you be more concerned than excited? Personally, I'm excited, because I think LLMs are overhyped. We'll spend bajillions of dollars on inference in a Red Queen's Race, the slop will runneth over, some people will certainly lose their jobs, but a lot of things will genuinely improve, and a lot of people will end up being able to do more at their job than they can now. Plus, the non-chatbots, the models that power embodied AI and help crack biology, are showing early signs that they're going to be magical. In the past week or so, Travis Kalanick, Bob McGrew, and RJ Scaringe all said they're going to be building AI-powered factories. Yann LeCun raised $1 billion for world models to accelerate AI's impact on the physical world. Robots can play tennis now. We'll all have personal tennis coaches or coaches who teach us anything we want when we're around, and spend the rest of their days making our beds, doing our laundry, cooking healthy, delicious meals. The near future is going to be insanely cool, and different in all sorts of ways, some of which we can predict, and some of which we can't. But my god you weirdos need to stop shilling your dystopian fantasies to the people if you ever want them to feel more excited than concerned.

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David Senra
David Senra@davidsenra·
"The people who invent the technology are often the least qualified people to understand the long-term implications, because they're just too buried in the specifics." —@pmarca
David Senra@davidsenra

My conversation with Marc Andreessen (@pmarca), co-founder of @a16z and Netscape. 0:00 Caffeine Heart Scare 0:56 Zero Introspection Mindset 3:24 Psychedelics and Founders 4:54 Motivation Beyond Happiness 7:18 Tech as Progress Engine 10:27 Founders Versus Managers 20:01 HP Intel Founder Legacy 21:32 Why Start the Firm 24:14 Venture Barbell Theory 28:57 JP Morgan Boutique Banking 30:02 Religion Split Wall Street 30:41 Barbell of Banking 31:42 Allen & Company Model 33:16 Planning the VC Firm 33:45 CAA Playbook Lessons 36:49 First Principles vs. Status Quo 39:03 Scaling Venture Capital 40:37 Private Equity and Mad Men 42:52 Valley Shifts to Full Stack 45:59 Meeting Jim Clark 48:53 Founder vs. Manager at SGI 54:20 Recruiting Dinner Story 56:58 Starting the Next Company 57:57 Nintendo Online Gamble 58:33 Building Mosaic Browser 59:45 NSFnet Commercial Ban 1:01:28 Eternal September Shift 1:03:11 Spam and Web Controversy 1:04:49 Mosaic Tech Support Flood 1:07:49 Netscape Business Model 1:09:05 Early Internet Skepticism 1:11:15 Moral Panic Pattern 1:13:08 Bicycle Face Story 1:14:48 Music Panic Examples 1:18:12 Lessons from Jim Clark 1:19:36 Clark Versus Barksdale 1:21:22 Tesla Versus Edison 1:23:00 Edison Digression Setup 1:23:13 AI Forecasting Myths 1:23:43 Edison Phonograph Lesson 1:25:11 Netscape Two Jims 1:29:11 Bottling Innovation 1:31:44 Elon Management Code 1:32:24 IBM Big Gray Cloud 1:37:12 Engineer First Truth 1:38:28 Bottlenecks and Speed 1:42:46 Milli Elon Metric 1:47:20 Starlink Side Project 1:49:10 Closing Includes paid partnerships.

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