Pedro Martins Dusso

@zachary_horvitz @sherwinwu This

@sherwinwu But at some point, breakthroughs (e.g. generalist agents) will mean that some products will be **too easy** and you won’t need the startup Tricky to plan around that

Overheard from a YC founder: "Whenever a new frontier model comes out, a subset of the batch's products just start working and they takeoff. Many of us are keeping burn rate low, kind of just waiting" Hoping that o3-mini unlocked the takeoff moment for some startups last week!

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@EvenepoelRemco pra cima!!!

@jitu_rajoriya @Francosauriorex That's how barbecue was born.

@Francosauriorex Hahaha 😂 twitter.com/Kimyager777/st…

La joponeta.

@fasc1nate Probably 23 or something...

This is a photo of a British veteran of the Napoleonic wars posing with his wife. He can be seen wearing a campaign medal, commemorating the fact that he served in Spain. This photograph was taken in 1850, 35 years after the Battle of Waterloo. It is hard to know how old the former soldier was when this picture was taken but we can see that years of poverty and hard living have left their mark.

@BenBrey @FibNewtonian @chamath There is this classic from @naval about "materials constraint": nav.al/caveman

Read about material and metal constraints. There is most definitely. It a zero marginal cost. Take a look at the EV industry - the idealized society battery - and you see more guys moving away & rental car companies cutting their EV fleet at aggressive rates. Then watch this video and explore more information like this before you get too excited. youtu.be/PrNdJAZ75h4?si…

This x 💯. Every time I tell folks we’ve solved nuclear fusion they get upset. Not because it’s not true but because it’s true in a way they don’t like. Solar PV capturing energy from a fusion reactor in the sky (aka sun) is infinitely safer and more reliable than the fusion reactor some folks want to build on earth and put under your kid’s bed or down the street in your neighborhood. Imagine the NIMBYism when it’s time to roll these out. Meanwhile solar PV is getting more and more efficient. Marginal cost of generation is $0.03/kWh which is really close to zero and will get closer every year with innovations in material science and an increasingly robust supply chain (ie not just China). At this point, the most economically rational thing to do for many people is to switch to solar PV + storage. Meanwhile fusion reactors on the earth, when/if they eventually work, will have spent tens/hundreds of billions of dollars on materials science and regulatory lobbying just to get to the start line. Energy will be zero and plentiful by then anyways, which will make regulators pause about taking risks - hence a slow and protracted go to market. Said differently, earth bound nuclear fusion reactors are much more likely to proliferate when other forms of energy are expensive vs when they are cheap. “Take more risk to be the same or worse” is a terrible pitch. There is a reasonable amount of logic that says this capital, then, is misallocated. Separately, there is a good chance when we get to a zero marginal cost of energy, it is with solar PV. This will then allow some smart person to take that limitless energy and use it to power experiments to invent the next leap in materials science that creates something even more clean and abundant than fusion energy without any of the safety and regulatory issues so we can do it on earth and in our spaceships as we become interplanetary.

Closing: Thanks @chamath for sparking this important discussion. I'm open to further dialogue on how evolving tech impacts startup funding strategies, especially in early stages.

6/6 In conclusion, while reduced opex due to AI might impact some startups, early-stage companies still prioritize S&M. This strategy is vital for market penetration and customer acquisition, irrespective of operational efficiencies.

3/6 Despite technological advancements, the investment in S&M for market traction and customer acquisition remains significant. This is especially true for startups in their seed, Series A, and B stages.

2/6 I understand Chamath's perspective on startups needing less funding due to AI reducing operational expenses. However, I believe this view doesn't fully apply to early-stage startups, where Sales and Marketing (S&M) remain the primary focus.

1/6 Listening to ep 160 of @theallinpod yesterday I paid special attention to one argument that @chamath has been talking about for some time know: that with the advance of AI tools startups will use less venture funding.

@jqcminpa @theallinpod @deanbphillips I’m really curious too!

@theallinpod @deanbphillips Where is episode 155?

today's pod w/ @deanbphillips!

@BenjiNaesen I think the Worlds exist to answer this.

It won't be super easy to choose the most succesful male cyclist... Mathieu van der Poel vs Tadej Pogačar vs Jonas Vingegaard vs Primož Roglič vs Miguel Angel Lopez Who's your Most Succesful Cyclist of 2023?

I just published Regra #3 link.medium.com/B9Ng0ZfYuxb

Regra #2 link.medium.com/Ig0a78oTsxb

🎶 let the good times roll 🎶

@feelthebyrn1 This episode was the best and most inspiring episode of any podcast I have ever listen. Thanks for it, Gordo! The parenting part was deeply!

Everything I managed to achieve in my life started with a small promise I made to myself Stay In The Game youtube.com/shorts/3XDwDiJ…

@VelonCC @INEOSGrenadiers @TrekSegafredo @Lotto_Soudal @TeamDSM 1

Which of these four WorldTour bikes is your favourite? 😍 1⃣ @INEOSGrenadiers Pinarello Dogma F 2⃣ @TrekSegafredo Trek Madone SLR 3⃣ @Lotto_Soudal Ridley Noah 4⃣ @TeamDSM Scott Foil RC