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Antonio

@antrod

@matrixvc looking for founders willing to invent the future. From concept to series A.

Cambridge, MA Katılım Ocak 2007
237 Takip Edilen8.3K Takipçiler
Antonio
Antonio@antrod·
Think you would get a ton of grads who are either sniped by salary to soulless career or whose activation energy just doesn't quite get there to apply to move for 3 months. Catch the young fish before they swim away elsewhere 🐟
Garry Tan@garrytan

@arc_4n0n @teddyschleifer @RMac18 @hknightsf Turns out people move where the best jobs are The best CS program for AI is in MIT Maybe it’s time to start YC Cambridge again

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Antonio
Antonio@antrod·
I couldn't agree with #1 and #3 more. I think #2 is a little different: the hero myth of this city has become the PE/buyout capital man who rolls ups boring businesses and measures himself on his AUM and the accoutrements of his fee-encrusted lifestyle. If that doesn't change, it may amount to the same result for your #2 but it's not (at least to me) people at the Somerset club colluding while they talk about their Exeter bound kids and their spinnakers
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Antonio@antrod·
@bhalligan Tell me when and where and I’ll be there!
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Brian Halligan
Brian Halligan@bhalligan·
I did a bunch of analysis of the AI 50 produced by Fortune this year (not perfect, but vaguely right). Of the 50 companies listed, 2 are Boston (actually Cambridge), Suno and OpenEvidence. OpenEvidence is headquartered in Miami. So, 1 out of 50 is actually in Greater Boston. Thank you @MikeyShulman! 17 of the 50 top ai companies have founders that went to school in Boston. The average age of those 17 founders was 28.5 years old when they started the company. We need to make Boston a great place to start a company. We need to make Boston an extremely attractive place for new grads to put down roots. There is a lot to like about Boston! A bunch of us are getting together on Wednesday night to talk about it. This is a problem worth solving. Lets continue discussing, debating, and engaging on how to improve the region. I'd like to see some of the elected officials who are DM'g me weigh in here.
Brian Halligan@bhalligan

I’m starting to worry about Massachusetts 1. Biotech is way off from a few years ago 2. Only 1 of the top 50 ai companies are in MA 3. The Fed research funding cuts hitting MIT, Harvard, Whoi are brutal. 4. The millionaires tax is working in the short run, but I know a lot of wealthy folks preparing for a FL move. 5. A glut of empty condos 6. It’s not “cool” for young folks 7. It’s expensive as sh-t. I honestly don’t think the MA/Boston govt can do that much about it as they are kind of macro issues. I give them big credit for working on building more housing and fixing the T, which will help. I’m trying to help w HubSpot, partnering w WHOI, teaching at MIT. I’d like to help more. Specifically I’d like to encourage and help more ai and climate companies in the state. I think ai and climate should be our dual growth engines.

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Antonio
Antonio@antrod·
@sferik First step was A+. Now we need to help Venezuelans restore rule of law, get the oil pumping, get people fed & fixed and slowly bring up democracy with carrots *and* sticks. Took 26 years to screw it up and it’s going to take at least 5 to fix it. But I am optimistic!
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Erik Berlin
Erik Berlin@sferik·
Eagerly awaiting @antrod’s public opinion on the situation in Venezuela so I can adopt it as my own.
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Cody Alcorn
Cody Alcorn@CodyAlcorn·
BROWN UNIVERSITY SHOOTING | Providence Police said video of a vehicle, plus community tips helped them get a solid car description. FLOCK camera helped them track down the rental place. The rental company helped ID the suspect and track him down in Salem, New Hampshire tonight.
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Antonio
Antonio@antrod·
Every Thanksgiving the thing I am most grateful for is having immigrated to the US almost four decades ago 🇺🇸
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Josh Kopelman
Josh Kopelman@joshk·
The longer a VC has been in the business, the easier it is to see the roads they’ve chosen to travel. Some VC's are willing to invest early - while there only is a faint dirt road to your destination.  While others wait until the road is paved by others. Some VC's seem to always take the high road - and do the right thing. While others are consistently tempted by the low road. And while some VC's treat the relationship with founders like a one-way road, the best ones know any true partnership is a true two-way road.
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Antonio
Antonio@antrod·
No better team to help bring creators both small and big together into the future with the taste and care required for our first and best art form wsj.com/business/media… — congrats @suno
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Antonio
Antonio@antrod·
@gravicle World models FTW! Congrats Amit to you and the whole team for making a long view always seem like such a short distance.
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amit
amit@gravicle·
For AI to be able to help humans in the physical world, we need systems that can understand and simulate the universe. To exponentially accelerate Luma’s path to Multimodal AGI we are building a 2GW compute cluster with Humain and we have raised a $900M Series C. I am incredibly grateful to our team, partners, and customers. Let’s simulate the universe! lumalabs.ai/blog/news/seri…
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Antonio
Antonio@antrod·
@WillManidis In my experience, during booms most get flow curious. Then the pullback comes and people become contrarian and look down their noses at flow folks without even the self awareness to refer to their dabbling as a "phase from when I was younger"
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Will Manidis
Will Manidis@WillManidis·
"In The Flow" the essential question for the modern allocator, the deal guy, or the venture capitalist is Do You Want to Be In The Flow size of check, size of fund, personal economics, character of deal, character of behavior, lifestyle, and every other single question is downstream of whether you are in The Flow or not. let me explain. think of The Flow as the worlds greatest nightclub. it's open 24/7. many of the coolest and richest guys are there. guys seem to get rich just by dint of hanging around. and the lights never turn on. its a party that never ends. inside the flow the only decision you have to make is to keep partying. sure, people get hurt inside the The Flow, sometimes guys buy tables they can't afford or get addicted to habits they can't maintain. when this happens the The Flow gently returns them to pedestrian life and the party continues, no one even seems to notice. when you are inside The Flow the only thing you notice is the guys at higher rungs dangling over a seemingly endless set of 10x markups and lifestyle expenses to exhaust your newly found carry. inside The Flow we don't fly commercial, marc rowan is constantly calling, and we have houses on Gin Lane. The Flow gives to those who give to it. there is nothing wrong with being in The Flow, many great investors live their lives entirely inside of it and have beautiful economics, families, and even return capital to incredible endowments inside The Flow. but very few people make the conscious decision to realize that life is possible outside The Flow. that you can get rich, build great companies, generate excess returns by being far far far outside the flow. but you can't only have one foot in. if you're going to enter the Flow you must do it entirely: no one gets rich hunting for value on Madison Avenue. if you're in the business of buying marque assets, you need to systemically order your life around paying marque prices. across asset classes, you can neatly order firms into "In The Flow" and "Out of the Flow". firms "In The Flow" tend to have softer j curves because they are able to quickly make deals consensus and achieve markups through other friends at the party. firms outside The Flow tend to be a bit slower, have much more profound J curves, but can achieve incredible returns if they persevere. many of the social oddities of allocators are actually social oddities of being In The Flow. my friend Kyle Tucker names the main one below-- going guy for guy at every social occasion. ("I can't believe what was said at the apollo AGM in lake cuomo" "Ari Emanuel introduced me to the Pope" "I just bought Ramp forwards at 500x from Bill Ackmans dog walker") if you find yourself with a strong distaste for this lifestyle, that's ok, there's a rich life possible outside of The Flow. but you need to make the conscious decision day in, and day out to either be in The Flow, or Far Outside. the The Flow only gives to those who give their all to it.
Kyle Tucker@kylehtucker

awesome @nntaleb quote (flagged to me via @jeremygiffon @WillManidis).i love nyc but man one of the perils (for me at least) is the over stimulation / constant comparisons (I think professional identity is mostly relative - the one guy in the village w a jeep probably feels fantastic) and my best example of this was a 50yo nyc hedge fund guy w probably $200m net worth (so wildly successful) and he spent half our meeting talking abt how Josh Harris occasionally texts him I was puzzled by the fixation / name dropping (𝘺𝘰𝘶 𝘥𝘪𝘥 𝘰𝘬𝘢𝘺 𝘺𝘰𝘶𝘳𝘴𝘦𝘭𝘧 𝘣𝘳𝘰𝘵𝘩𝘢!) but I guess folks just always look up? this might be a me thing but when I visit the city I also find myself talking more abt AUM and roofing rollups (and whatever else the cool kids think is cool), and generally being less okay w doing weird things that I think will actually make money (e.g. frontier rollup bets where spreads are better, but most folks will look at us funny for a cpl yrs or we have greater egg-on-our-face risk). Then I land in the motherland (Bermuda) and hit the airport causeway on my moped and the anxiety (and conventionality) dissipates. And this is a good thing (for me and my LPs). -- pls send the farm any $2m+ EBIT asset (funkier the better) or flag any nubian goat auctions!

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Antonio
Antonio@antrod·
@tjparker We could small this with a small exchange program for these guys. I could help the forward deployment off the coast of Venezuela for a change.
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TJ Parker⚡️
TJ Parker⚡️@tjparker·
‘996’ at a laptop job has the same energy as vc’s wearing carhartt merch. Blue-collar cosplay.
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Antonio
Antonio@antrod·
It's time for a boot-to-ChatGPT Android build that takes advantage of OAI's platform reveal today
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amit
amit@gravicle·
Holy shit! Ray3 is just a hair below Veo3 and climbing! SOTA multimodal model from from a co 1/1000th the size of @Google
amit tweet media
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Antonio
Antonio@antrod·
For now, I am happy with the Ozempic iPhone!
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