Mark
58 posts
Best late night food / restaurant in Atlanta?
You made a big mistake rolling dice on the Knicks logo @TheTraeYoung
We’re gonna wrap this series up in 24 hours in the ATL
[ yes I’m coming in for the Knicks v Hawks game ]
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open.substack.com/pub/eladgil/p/…
@eladgil
This has held up really well.
11 years later, would you update any of this for the AI era?
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Georgia Tech is a good trade school but it isn't known for producing highly productive or creative people
The most famous founder from there in recent years was the Soylent guy, and he got ousted because there were rats in production facility
altra@catboosted
Just a reminder, if anyone says they went to Georgia Tech for grad school, 99% of the time they did the online degree which basically lets in everyone
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I am willing to accept lots of different units of measure as being acceptable, but Sunday is very clearly the first day of the week!
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buying clothes, food, and plane tickets are the fun parts of most people’s lives
consumer tech should spark joy and augment delightful consumption, not replace it
yoni rechtman@yrechtman
Growing suspicion that there are vanishingly few use cases for consumer agents. People don’t do work in their personal lives. The only people who do are sf dorks using spreadsheets to plan trips to tahoe
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Instagram coupled with iPhones created ... more paid photographers which was very counter intuitive. Both would have to exist in order for that outcome to happen. The rise of the "influencer".
This is also why we shouldn't fear what's coming but rather wonder what it enables. Wonder more.
Brett Winton@wintonARK
No, I get it. When technology creates a tool that provides something in abundance, the opportunity for humans providing that service collapses. Unemployment in that category skyrockets. Obviously. Take photography. From 2010 to today, the penetration and capability of smartphone cameras exploded. In 2010, to get a really good photograph--say a portrait of your family--you basically had to either be a photography nerd or hire a professional. Now, the iphone has literal Portrait Mode. Anyone can do the work of a professional. No surprise: the number of professionally employed photographers in the US is... [checks notes] ...up 34% over the past 15 years.
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I would like to start following more Christians.
More specifically I'd like to follow Christian entrepreneurs, business and finance leaders, politicians, dad's, and outdoorsmen.
Who should I be following?
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Literally everyone’s capitulated on the AI trade, there’s definitely no bubble, surely now’s the perfect time to declare victory
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@darrenrovell All these ppl had inside info on performers for SB (lady Gaga) when odds were low
So full time job * side income * risk fortitude from this on Kalshi bet for lady Gaga hitting is pretty solid.
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People inside trees were paid $18.70 an hour for 70 hours of work ($1,309).
Included 8 days of rehearsals + Game Day.
Beyond Interesting@BeyondIntrst
The trees at the halftime show were people
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@Run4LifeKing @urbnsteezus That is terrible. Our SLA is 24 hours. What is your address? Why did you not do the self assessment? Can you please DM Me.
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@darrenrovell all straight A's is a 4.0.
you cannot have a 4.7 GPA under normal scoring
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Fernando Mendoza had a 4.7 GPA out of high school and originally committed to Yale to study economics before decommiting and going to Cal.
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How do I make an investment banking salary but ski all year
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@TCK_JRubano @brianryhuang Yeah, SIG is the MM for Kalshi
Will be interesting to see if it’ll be an equity deriv type trader or completely new archetype (ex prize picks data science) that goes for this role
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@brianryhuang This particular post was from SIG, and I am completely unsurprised they’ve been in the space for a while.
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Just saw my first job posting for a Prediction Markets trader at an elite hedge fund.
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@jacobrintamaki 30% fund of funds for ppl starting a Liquid Token fund, Prediction market fund, Seed stage venture firm, or AI hedge fund
25% to make a Stuyvesant middle & high school system for the Midwest and Southeast
20% Seed-Series D VC
15% gold/equities/bonds
10% real estate
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I’ve been asking my friends this but I’m curious: if you were given a billion dollars today (liquid, non taxed) what would you do with it and why?
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@AmirF15336 What matters to you?
Obv Depends on ur goals and ur marginal utility curve, but still leads to good convos. Fun question not to determine alignment, but to develop a more comprehensive view of the world that other ppl may scoff at or over idealize.
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What is the most thoughtful question you have ever been asked?
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Top 10 large established funds rn
Lux
a16z
Ribbit
Thrive
Insight
Sequoia
Greenoaks
Lightspeed
Benchmark
Founders Fund
What did I get wrong?
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Roelof led $300m round for Bird and $250m round for 23andMe. Both zeros at this point?
sarah guo@saranormous
Congratulations to my better half @gradypb, the new Senior Steward of @sequoia along with the wonderful @Alfred_Lin. Investing firms must be led by great investors. Sequoia’s motto at one time was “We are only as good as our next investment.” If that’s true, the firm is in good hands. Pat has the scary-good ability to identify both the phase shifts and the platform companies within them (ServiceNow, Zoom, HubSpot, Okta, Snowflake in the cloud era, Harvey, OpenEvidence and OpenAI in the AI era). He sets the gold standard for growth investing. Venture is an industry populated with incomplete information, high stakes, long feedback loops and big dollars. It takes extraordinary character to approach venture with clarity, aggression, integrity, intellectual honesty, and the mindset of a servant leader. There is no leader in venture that inspires as much admiration and loyalty, through a combination of being asymmetrically right and always doing what is right. Congrats, Pat, Alfred and Sequoia.
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