




Lisa
967 posts

@lisas8_
With positive intent ✨















We started @ruvopay to make moving money between Brazil and the U.S as easy as a Pix. The rebrand reflects that: a global dollar account built on modern rails, for people who live and work across borders. Pix. Crypto. USD. Visa. Save & invest. One wallet. This is Ruvo.






San Franciscan behavior is often inscrutable from the outside. Is it poverty? Contrarianism? Inexplicable quirks of the techno-bohemian class? It starts making sense when you walk out of SFO, and into the reality distortion field that’s inspired social deviance for decades For those on the other side: If the city is a universe, group houses (loosely defined) are its planets. Each has a unique cultural “gravity” that naturally selects for an orbital community. House “orbits” intersect, forming micro-cultural clusters which themselves overlap with peripheral clusters Given sufficient social energy, one might ride these orbital tracks across the universe Put another way: if SF is Twitter, these houses and their friends form the group chat archipelago Like GCs, houses are mostly assembled for fun, and because they’re natural platforms for conversation, events, and serendipity — not due to financial necessity as you’d see elsewhere. Starting a house is an implicit registration as a node in a sprawling social graph It’s hard to overstate these houses’ roles as SF’s serendipity machines. In some cases, they become de facto semi-public cafes or third places. Friends might flit in and out through the day, often hanging to cowork or take a quick nap on the couch It’s no surprise people choose this. It invites a social richness into life that’s hard to achieve otherwise, with no downside other than occasional raised eyebrows from people on the internet


Alfred Lin on Sequoia’s best fund (Venture 12: Airbnb, Unity, Dropbox): - 3 companies returned $1B+ each - 10 companies returned $100M+ - ~50% written off to zero VC isn’t about being right most of the time. It’s about owning enough of a few true outliers to make the whole fund. Power law does the rest. h/t: @jaltma



doing engineering hiring right now - pains me how many harvard grads have just been at google/meta for like 5+ years, like wtf are you doing


Two conversations this weekend make me think that there's a vibe shift afoot in Silicon Valley around what one should work on and what is worthwhile. Culturally, it feels like the moment is ripe for new frameworks: • Davos expert morality is stale and discredited. • It's also apparent that the "just be super based" Counter-Enlightenment is not really an answer. (Yes, woke went too far, but simply inverting it doesn't work.) • EA is no longer the automatic default for smart people. • There's increasing skepticism of slot and slop machine dynamics. Overall, "what is worthy and valuable?" feels like it's becoming more central.