Mimoun Cadosch

the function of your professional life is to find the most natural structure that allows you to turn the things you do as naturally as breathing and walking into compounding capital and enjoyment over decades that might be a venture backed company.. but i would bet its not

Everyone talks about AI slop. No one talks about PE (private equity) slop. - restaurants that lost their soul - medical practices that feel like assembly lines - apartment buildings designed by an Excel formula The algorithm didn’t kill culture. The margin model did.

Excellent read. Thank you @CJHandmer for the rec a.co/d/1W3Z4UF

Re reading zero to one... so relevant to today, good reminders of simple but basic rules for building sustainable companies...

The chest pumping of the current new wave of SV founders puts a bad taste in my mouth. Just saw a pic of a funded teenage founder showing off his intl business class seat. I still flew coach for 15+ intl flights per year while HC was valued over $2B. I don’t want this to sound like “kids these days can’t afford houses cause they buy avo toast.” It’s not that. The price difference of a coach versus biz seat is huge. And I always wanted to set the right precedent. If the founder of the multi bill company is flying coach so can everyone else in the company (we didn’t allow any biz flights until similar times, although I kept flying coach longer). Won’t call him out because I don’t have the full context and maybe I’m wrong here. And like, I don’t want to shame a teenager and be overly dad mode. But it’s not isolated to that one instance, of course. It seems like everyday young founders funded by big names are just trying to outdo each other on wasteful shit.

impossible not to see God in every piece of creation

So...anyone have a recording/transcript of the Thiel Antichrist lectures?

until llm providers can communicate a concrete vision for how these models generate wealth for anyone other than a very small set of strange people — public perception will be they are mostly confusing things that scam your grandparents and allow your kids to cheat on homework

the west continuing to function relies on a resonable % of the population having compatible moral foundations. the costs of existing in a society where "murder is good" is an accepted view thats held by some large minority are really high.

my basic view is that the future will look much more like the past than the present. we are at the end of a great historical abnormality: this level of cultural stability and homogeneity, and relative secularism is over. we’re going back to the basics of violence and divine faith

Venture Capital is over-discussed relative to its significance.

Engineering is art

This is very literally interdimensional cable

@AlexGrinman Ha! If only :)

@mpcadosch rm -rf node_modules?

You met me in a very escaping the permanent underclass phase of my life

Modeling the "AI’s $600B Question" by @DavidCahn6 from @sequoia parseclabs.ai/community/f174…

This is how financial modeling should work. 🚀 To try out: parseclabs.ai/generate?utm_s…

With Parsec, you can ask your financial model questions, in *English*. Parsec will update the assumptions, run the analysis, and show you the impact. So you can focus on decisions, not formulas.

New feature launch @parseclabsai What is a financial model anyways? A financial model isn’t just an Excel file. It’s a mathematical representation of a business. It encodes the mechanics between the P&L, balance sheet, cash flow, and debt schedules.