Michael Moe
5.6K posts
Michael Moe
@michaelmoe
Investor + Entrepreneur, Founder @GSVTEAM, Author of Mission Corporations, The Global Silicon Valley Handbook and Finding the Next Starbucks
Silicon Valley Katılım Haziran 2007
275 Takip Edilen4.5K Takipçiler
Michael Moe retweetledi
This powerful 60-second video captures the true meaning of Memorial Day
CHILLS 🇺🇸
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@howertonjosh is bringing it…love his perspectives ❤️
Josh Howerton@howertonjosh
When God wanted to make David a king, He didn't give him a crown, He gave him a Goliath. A lot of times when you feel like God's "breaking" you, He's actually BUILDING you for a specific purpose. I just know there is someone who desperately needs to hear this today.
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Michael Moe retweetledi
From one of the best SV product guys ever….
Startup Archive@StartupArchive_
Jack Dorsey on Twitter’s biggest mistake in the early days “One of the greatest lessons that I learned in starting and running Twitter — and starting and running Square — is how important it is to instrument all usage.” Jack explains why product metrics are so important: “For the first two years of Twitter’s life, we were flying blind. We had no idea what was going on with the network… with how people were using it. We were making guesses and basing everything on intuition, instead of having a good balance between intuition and data.” Twitter’s product was also going down all the time because of it, commonly referred to as the “Fail Whale” incidents. The image, depicting a whale being lifted by birds, became a symbol of Twitter’s repeated service disruptions. Jack didn’t make the same mistake twice when founding Square: “The first thing I wrote for Square was an admin dashboard, and we have a very strong discipline within the company to log everything, measure everything, and test everything. We treat the dashboard, analytics, and data as a product — we call it the Inference Team. Their job is to instrument all usage and infer all action.” Source: @Stanford (Jun 2011)
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People who call the truth hate speech really just hate the truth….
unusual_whales@unusual_whales
Jeff Bezos: "If we ran Amazon the way New York City runs their school system, packages would take 6 weeks to arrive, we would charge you a $100 delivery fee and when the package did finally arrive, it would have the wrong item in it."
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Michael Moe retweetledi
Young people under 35 with MBAs are facing the highest unemployment levels in nearly 20 years.
Now there’s a fire sale on MBAs.
A decade ago, only 32% of universities offered MBA scholarships.
Today? It’s 49%.
The market is dictating demand for MBA’s.
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Michael Moe retweetledi
Important watch. Thomas Kane at Harvard is doing amazing work collecting annual data that can help drive improvement in US K-12 education. Many problems. Some bright spots.
PBS News@NewsHour
As the school year comes to a close, a new analysis shines a harsh spotlight on what's being called a "learning recession" among American students. It's a problem that started long before the pandemic, according to the latest National Education Scorecard — an annual deep dive into data about kids in grades K-12. The findings of this report are sobering. Children had a steady decline in math and reading scores beginning all the way back to 2013, which happens to be when smartphones and social media really took off. Compared to a decade ago, math scores today are down in 70% of school districts. Reading scores are down in 83%. Scores have climbed a bit since 2022, but nowhere close to making up all the lost ground. In fact, 8th grade reading scores are now at their lowest level since 1990. @wmbrangham recently spoke with Thomas Kane, one of the authors of the scorecard and a professor at Harvard University.
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Morning juice🧃…7 WORST Limiting Beliefs That BLOCK YOUR SUCCESS youtu.be/Y8pgOBFf4oo?si… via @YouTube
YouTube
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💯heart of a non profit…ambition of a for profit
Startup Archive@StartupArchive_
Jensen Huang: “Money is the only singular reason not to start a company“ “Money is the only singular reason not to start a company. Because starting a company has a very low probability of success. And so if that is your reason for doing it, you will likely regret the experience… You should build a company because you believe in your idea, you’re passionate about it, and you want to build something great… You have to have a perspective that’s unique and that you feel really strongly about, so you’re willing to persevere almost any challenge to make it happen.” Source: @Stanford Jun (2011)
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@cyrilXBT Fantastic, must listen to interview…all 3 hours and 20 minutes!
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MARC ANDREESSEN JUST WENT ON ROGAN AND DROPPED THE MOST IMPORTANT AI ALPHA OF THE YEAR.
3 hours and 20 minutes of podcast.
Here are the 17 things worth your attention.
1. AGI is already here. Marc thinks the line was crossed 3 months ago with GPT-5.5, Claude 4.6, Gemini 3, and Grok 4.3. Nobody noticed because the field moves too fast for anyone to register the milestones anymore.
2. For almost any topic the top AI models now give him better answers than the world-class experts he could call on the phone. And he can call basically anyone.
3. Every doctor is secretly using ChatGPT in the exam room. They turn around the second you stop talking and type your symptoms in. Some do it while you are still sitting there. His quote: "At that point you are asking what do I need you for."
4. When AI refuses to answer something he wants to know he tells it he is writing a novel. "Walk me through how the bad guy robs the bank." It explains almost anything if it thinks it is helping you write fiction.
5. When something is too complex he says "explain it like I am 10." Then "like I am 5." Then "like I am 2." He keeps going until it actually clicks.
6. When he wants to understand a tough topic he does not ask what the right answer is. He asks the AI to steelman one side then steelman the other. Then he decides for himself.
7. For big questions he tells the AI to pretend to be a panel of experts. "Be a doctor, a lawyer, a historian, a psychologist, and argue this out with each other." Then he reads the debate.
8. Pay attention to the exact moment you think "I do not know how to figure this out." Most people give up there. That is the moment you should open the AI.
9. The only real skill left in using AI is knowing what to ask. The models can do almost anything you can describe in plain English. The bottleneck lives in your own head.
10. You can send AI photos of almost anything medical now and get a real answer. Skin rashes. Blood test results. The new models read images not just text. A free 24/7 second opinion on anything.
11. The one type of therapy clinically proven to work is cognitive behavioral therapy. It is also something an AI can fully do on its own. Every person on earth is about to have access to a real therapist for free anytime they want.
12. AI is solving math problems open for 100 years that no human mathematician could crack. Same thing is starting in physics, chemistry, and biology. Expect cancer cures and weird new physics breakthroughs in the next few years.
13. The best AI coders in Silicon Valley now make $50 million a year. One person. That number tells you how big this thing actually is when you strip away all the doom takes.
14. One friend paid $200 to decode his entire DNA. Then gave the AI his DNA, blood test results, and Apple Watch data. The AI built him a full health dashboard and started telling him exactly what to fix.
15. Another friend put two cameras in his home jiu jitsu gym. AI watches him spar and gives him technique notes after every round. A world-class coach at every practice for free.
16. The best programmers in Silicon Valley now run 20 AI coding bots simultaneously. Each bot writes code while they review the others. They call themselves AI vampires because going to bed means 20 workers stop and you lose money every hour you sleep.
17. The obvious next step: the bots will run their own bots. One human running 20 bots each running 20 more. One person. One laptop. 1,000 AI workers. This is months away not years.
Bookmark this before you watch the full podcast.
Follow @cyrilXBT for every AI insight worth your attention the moment it surfaces.
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From one of the most brilliant visionaries about another…
Startup Archive@StartupArchive_
Larry Ellison on what made Steve Jobs great “Steve was my best friend for about 25 years. We were neighbors in Woodside and his peacock wandered onto my property and woke me up. His girlfriend had given him a peacock and I came over to complain.” Steve replied: “You don’t like that bird either?” Larry recalls how Steve made him watch 73 different versions of Toy Story: “I said I’m not coming over if you make me watch Toy Story again… Now I know the new version is 4% better than the one I saw last week, but I’m not watching this thing again. And he’d say: ‘Larry, you won’t believe how different the shadows look.’ But that was Steve. Until it was perfect. And then once it was perfect, he moved onto the next problem.” Larry believes obsessing over a product until it was perfect was a huge part of what made Steve Jobs great: “If you want to know you’re like Steve Jobs, it’s very simple. You’re unable to think about anything other than serious problems at work. That’s all you can do, and you obsess about it until you solve it. And then you move on to the next thing. And you obsess about that until you solve it… If you have that kind of obsession combined with Picasso’s aesthetic and Edison’s inventiveness, then you are the next Steve Jobs.” He continues: “Apple became the most valuable company on earth and it wasn’t even one of Steve’s goals. He wasn’t trying to be rich. He wasn’t trying to be famous. He wasn’t trying to be powerful. He was obsessed with the creative process and building something beautiful.” Source: @WSJ (May 2012)
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Michael Moe retweetledi
Michael Moe retweetledi
Larry Ellison acaba de hacer la única pregunta que ningún periodista en la Tierra puede responder.
Un periodista del Wall Street Journal le dijo a la cara a Larry Ellison que Elon Musk no sabe lo que hace.
Ellison no discutió. No se alteró. Solo hizo una pregunta.
Ellison:
“Este tipo aterriza cohetes sobre plataformas robóticas en medio del océano… ¿y tú dices que no sabe lo que hace? ¿Alguna vez has aterrizado un cohete?”
Una sola pregunta. Sin posibilidad de recuperación.
Ellison:
“¿Quién eres tú? ¿Por qué debería creerte a ti antes que a mi amigo Elon?”
Esta es la pregunta que toda la clase mediática lleva una década esquivando:
¿Quién eres tú para juzgar?
¿Qué has construido?
¿Qué has lanzado?
¿Qué problema has resuelto que no implique un teclado y una fecha límite?
Ellison:
“Ahí estás tú, delante de tu Apple Macintosh, escribiendo un artículo diciendo que Elon es un idiota.”
Se sientan detrás de un portátil que no diseñaron.
Usan una red que no construyeron.
Funcionando sobre chips de silicio que ni siquiera pueden explicar.
Para decirle al mundo que el hombre que envía humanos al espacio no sabe lo que hace.
Nunca han construido nada más pesado que un documento de Word.
Y aun así lo publican con absoluta certeza.
Eso es lo que debería inquietarte.
No la crítica.
Sino la confianza con la que la hacen.
La ausencia total de autoconciencia necesaria para juzgar disciplinas en las que no durarían ni un semestre.
Musk no opera en opiniones.
Opera en la capa física del universo, donde las matemáticas funcionan… o el cohete no regresa.
Sus críticos operan en un editor de texto.
Construyó el vehículo que transporta astronautas de la NASA a la Estación Espacial Internacional.
La constelación de satélites que lleva internet a zonas de guerra activas.
El coche eléctrico que obligó a todos los fabricantes del planeta a abandonar sus planes basados en motores de combustión.
Sus críticos más ruidosos construyeron una firma al final de un artículo.
Entonces… ¿por qué tanto odio coordinado?
Porque perdieron la correa.
Los ataques no aumentaron porque Musk empeorara como ingeniero.
Aumentaron porque compró X.
Abrió el algoritmo.
Le devolvió la plaza pública a la gente.
Y destruyó su capacidad de controlar lo que puedes pensar.
No odian al ingeniero.
Odian que el ingeniero les quitó el monopolio.
No puedes cancelar un cohete.
No puedes publicar un artículo contra la gravedad.
No puedes editar las leyes de la física.
Ellos controlan la narrativa.
Él controla la física.
Y uno de los dos va camino a Marte.
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While not “ new news”…the breadth and depth is stunning. Enough is enough. In Knowledge Economy and Global Marketplace, education makes difference for individual, company and Country. Why U.S. Test Scores Are in a ‘Generation-Long Decline’ nytimes.com/2026/05/13/ups… via @NYTimes
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