Hunter S Erickson

1.1K posts

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Hunter S Erickson

Hunter S Erickson

@hserickson

Working on Planetary Management @ Hyphae

Seattle, WA Katılım Mayıs 2022
368 Takip Edilen224 Takipçiler
Hunter S Erickson
Hunter S Erickson@hserickson·
@micsolana The stars shall slowly become an upside down Oklahoma as the founding fathers dreamt
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Hunter S Erickson retweetledi
Anthony Bourdain
Anthony Bourdain@Bourdain·
I am “continuing to monitor the situation”.
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Hunter S Erickson
Hunter S Erickson@hserickson·
@WallStreetApes @mercoglianos Who in the US makes ships? Any startups coming along? How much $$$ is needed to make meaningful change? Where in the US is ripe for becoming a hub for ship building? How many people are working on this? @mercoglianos
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Wall Street Apes
Wall Street Apes@WallStreetApes·
The Trump Administration says that America’s lack of ship building is a “National Emergency” “China makes roughly 1,000 cargo ships a year, the US, maybe 3” “Shipbuilding is a national security necessity. The US needs to be able to secure our own commerce. We need to be able to export our own energy. We are in a shipbuilding crisis in the United States, and every American should be aware of that.”
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Hunter S Erickson
Hunter S Erickson@hserickson·
@zagablue24 @ZagMBB None of those programs claim they’re winning the natty every year for beating Portland State, but go off king.
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BS@zagablue24·
@hserickson @ZagMBB I mean that’s true for all but 1 team but sure
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Senator Kevin Cramer
Senator Kevin Cramer@SenKevinCramer·
Caught up with my friend and @anduriltech Founder @PalmerLuckey—one of the most disruptive defense tech innovators—who's helping reboot America’s arsenal of democracy in a big way. Heard from the Anduril team about how they're rethinking defense production logistics and modernizing our air and space assets.
Senator Kevin Cramer tweet mediaSenator Kevin Cramer tweet media
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Aaron Slodov
Aaron Slodov@aphysicist·
holy shit. now this is the level of seriousness we need.
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@jason
@jason@Jason·
Fun times with the squad!
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Kim Jong Un has won North Korea's parliamentary elections with 99.93% of the vote.
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Haider.
Haider.@slow_developer·
Yann LeCun says Elon Musk has predicted Level 5 autonomy within 5 years for the last 8 years, and has been consistently wrong "either he believed it and was mistaken, or he was lying" It may push the team, but for engineers, hearing 'next year' again and again is demoralizing
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Hunter S Erickson
Hunter S Erickson@hserickson·
@MarchMadnessMBB I am once again complaining about there being play-in games. If the committee is incapable of selecting 64 teams, then they don’t deserve to be in the committee.
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Molly O’Shea
Molly O’Shea@MollySOShea·
BREAKING: The Future According to Sequoia $10 Trillion Companies Are Coming.. Alfred Lin, Partner & new Co-Steward of Sequoia (#1 investor on the Midas List) “When I joined Sequoia the largest market cap company was probably $300B or $400B dollars. Today we have companies that are worth $4-5T.” “If you give it another 5-10 years… those companies continue to compound, it’ll be worth $10 trillion or more.” For more than 5 decades, @sequoia has backed many of the most consequential companies in technology, from Apple, Nvidia, Airbnb, DoorDash, Stripe, & more. But as @Alfred_Lin explains in this conversation, Sequoia does not think about the 54-year-old firm the way many others do. Rather than optimizing around AUM, Sequoia focuses on DPI & being a net liquidity provider to LPs. Since 2020, the firm has distributed more than $43 billion back to investors (as of Oct 27, 2025). In this conversation, Alfred breaks down: - Why AI is accelerating startup growth and product velocity - Why “AI kills SaaS” is the wrong framework - How moats change during paradigm shifts - What Alfred is hearing in boardrooms right now - Which companies are most vulnerable in the AI era - Founder-market fit & the importance of “spikes” - Why the next generation of companies could be much bigger than today’s giants - How Sequoia identifies outlier founders across companies like Airbnb, DoorDash, Kalshi, Zipline, Clay, Commure, Nominal, Physical Intelligence, Crosby, OpenAI, and Citadel Securities. Recorded live Feb 26th at the @upfrontvc Summit 2026 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Alfred Lin, Partner & Co-Steward at Sequoia Capital (01:00) The metric Sequoia actually cares about (02:54) $43B distributed since 2020 (05:41) The biggest wave Alfred has seen in his career (08:19) Amazon did not k*ll Walmart (10:09) Paradigm shifts and changing moats (14:38) Boardroom conversations about the future (17:11) Companies that fail to adapt fall behind (19:31) From waterfall development to agile teams (23:06) Sequoia’s AI investment strategy (24:48) Managing context switching between portfolio companies (26:00) Becoming Co-Steward of Sequoia Capital (29:31) How to navigate the AI wave
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
This is absolutely insane: Prior to the Iran war, US oil companies were generating ~$62 billion in annual free cash flow with oil prices at $55/barrel. Now, with oil prices at $100/barrel, US oil companies are expected to generate $163 billion in annual free cash flow, if current prices are sustained. In other words, US oil giants are set to rake in an additional +$100 BILLION in free cash flow per year if oil prices remain elevated. We are arguably witnessing the most profitable market conditions in history for US big oil.
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