Bilal Zuberi // Red Glass Ventures
65.3K posts
@bznotes
Founder, Red Glass Ventures. Seed investor. ex GP Lux Capital & General Catalyst. MIT PhD. $$ in Applied Intuition, Nominal, Nozomi, Evolv + many more. 🇺🇸🇵🇰
Jensen Huang on the smartest person he's ever met;
As VC I want to warn Seahawks fans that with VC owners they'll hear a lot of talk about finding and investing in undiscovered players, when in reality the strategy will be overpaying for the handful of known ones.
Robotics is no bullshit! 💩 I mean it, just look at these barn cleaning robots. Lely Discovery Collector uses clever suction technology to manage manure on farms. Cows are happier and healthier when barns are cleaner, producing better milk. In this way, farmers can have a more hygienic farm. 🐄 Furthermore, it shows us how much agriculture can be automated, and how farms and barns can benefit from the robotics progress. It's awesome how smart machines like these can handle tough jobs and make farming much cleaner and modern! ~~ ♻️ Join the weekly robotics newsletter, and never miss any news → ziegler.substack.com
I can't believe The Chainsmokers didn't do deeper diligence into Phia. Feels like the fabric of venture capital has been broken.
NEW: Cyan Banister's Legendary Track Record Her first investment ever? SpaceX. In 2007, she invested every dollar she had into SpaceX & never sold. Combined, @cyantist & Scott Banister are easily the #1 angel investors in the world. SpaceX. Anduril. Uber. PayPal. Affirm. Flexport. Postmates. Niantic. Opendoor. Carta. Together AI. Diamond Foundry. Crusoe. Flock Safety. Substrate. Brave. Depop. Calm. TrueMed. Turing. Crusoe Cyan spent 4 years at Founders Fund, now Co-Founder & General Partner, @LongJourneyVC Plus Founders Fund's Mafia, beating Phil Hellmuth in poker live, & free speech as her number one cause. We cover › The space between your values & your actions › Human beings as why machines › Why Marc Andreessen is wrong about introspection › Peter Thiel University › Nanotech & biotech 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Cyan Banister, Long Journey Ventures (01:13) Inside Long Journey HQ (02:17) The wild story behind the office mural (05:32) What Cyan's actual house looks like (07:18) The candle ritual (08:08) What the Long Journey logo actually means (10:41) Mafia's breakout stars (14:45) Cyan's strategy (16:30) What really happens off-camera at Mafia (18:58) The blooper reel nobody's seen yet (23:54) Brian Singerman x $40 /mo board game club (29:10) Confessions of an accidental poker legend (33:37) What relentless optimism reveals about people (35:42) Why so many people are scared to be weird (37:32) The daily ritual she prescribes to everyone (43:56) The "why" behind her biggest investments (50:49) Why sci-fi movies keep predicting the future (53:37) Should you even go to college right now? (59:58) Unconventional investing philosophy (1:01:57) Full list of Cyan's investments (1:04:28) All-in on SpaceX (1:08:57) Why she never sold a single SpaceX share (1:12:53) Top Bets: Becoming Bio + Substrate (1:15:52) America's reindustrialization moment is now (1:19:16) Cyan's mentors (1:22:54) Manifesting Rick Rubin (1:24:00) Real take on the Peter Thiel events
Lets recap: Guy goes to a foreign country and wanders into a questionable neighborhood. The local security detains him. He's now pissed off that when he played the "don't you know who I am?" card, they laughed at him.
.@ericries explains why former Costco CEO Jim Sinegal refused to raise the price of everything in the store by $.03, despite the fact that Costco knew it wouldn't decrease sales, and would increase their net income by 50%: "He says, 'It's like the business equivalent of taking heroin. You do it once, and then you got to do it again, and again, and again. Next thing you know, you're not the low-price leader.'" "You can get away with screwing people over. You always do it, no matter what. You raise margins. Margins are a source of strength." "But Costco is built on a very different philosophy, which is that margins can be a source of weakness. @JeffBezos understood it. He used to always say, 'Your margin is my opportunity.'" "When you're making too much money, when you are being too extractive, you're actually harming your competitive position in the long run." From his appearance on the show in May.
