Lindsay

959 posts

Lindsay

Lindsay

@pgillian____

Now: Investment Partner @VillageGlobal Then: Airbnb, Replit, Iggy, Georgetown Govt PhD, Fulbright Otherwise: Building, biking + my kid and wife

Katılım Şubat 2025
647 Takip Edilen439 Takipçiler
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Lindsay
Lindsay@pgillian____·
watching your kid learn language is amazing. my daughter was trying to describe water as deep and called it "heavy". she was trying to say her water bottle was out of reach on a table and she said "it's too high".
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Lindsay
Lindsay@pgillian____·
@modal is obviously great for ml workloads but i actually use it for the least sexy stuff imaginable: label a gmail thread "→affinity" and a deck is uploaded to my crm via a cron. would've been ec2 + a cron + a week of yak shaving five years ago...
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Lindsay
Lindsay@pgillian____·
"pushing the bar for hci work bit by bit" is beautiful feedback.
Mudra@MudraNagda

ive said this before and ill say it again - @jnnnthnn is doing god's work by pushing the bar of hci work bit by bit. i love how the huge record button intentionally nudges, almost retrains the users to use what comes easy to them (voice), than what they are used to (typing).

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Robert Ackerman
Robert Ackerman@Roback13·
@pavelprata @RingsApp Smaller teams - emerging also tend to be operators more recently so the networks are fresher and more relevant. All your points valid but also just wanted to add
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Pavel Prata
Pavel Prata@pavelprata·
Do solo and emerging GPs actually have a network edge? I've been speaking with a lot of emerging VCs lately, and every second one leads with the same narrative: "we have a broad, defensible network." So I looked at the @RingsApp dataset (74 funds, 275 user accounts) to check whether that's actually true. And a few numbers stood out to me: - Solo and duo GPs carry 2.9x more relationships per person than funds with 5+ people - The peak is at 2 people – 4,110 relationships per person. Solo GPs sit at 3,618 - Cross into 3-4 people and you're already at 2,529 - At 5-10 people the median drops to 1,296. That's a 68% decline from peak - Mid and large funds are essentially identical – 1,296 vs 1,311. Adding headcount at that point changes nothing And yeah, it seems that the edge is real, but based on my experience talking to GPs across fund sizes, I don't think it's because solo GPs are unusually well-connected people. I think it's structural and a few things explain it: 1/ Survival pressure. At a larger firm you can be an average networker and still get deal flow through the brand, through partners, through inbound. Solo GPs don't have that buffer. You build relationships or you don't see deals. That's an existential pressure, and it produces genuinely different behavior. 2/ Time allocation. Every growing firm pays "a scale tax" – internal meetings, team management, etc. Solo GPs don't pay it. Every hour a partner at a larger firm spends on internal alignment is an hour a solo GP spends on a call with a founder or LP. 3/ Relationship quality. When you're one person, you can't delegate relationships, so you do the intro yourself, the follow-up yourself, you remember the details. At larger firms relationships often become institutional (like "we know that founder!"), but nobody specifically knows them well. Solo GPs build connections that are personally held, which makes them informationally richer and harder to replicate. 4/ Signal clarity. At a big firm people come to you because of where you work. The brand amplifies deal flow – but it also distorts it. When someone calls a solo GP, it's because they know that specific person. I think this makes a real difference in the quality of the relationship, not just the quantity. And the part I find most interesting (and maybe a bit uncomfortable for EMs to sit with) is that this advantage is time-limited by design. Based on the data, it starts compressing not when you raise Fund III, but when you make your 3rd hire. The cliff happens between 2 and 5 people, not between 10 and 50. I think the funds that preserve the edge are the ones that build infrastructure early enough to turn individual relationships into something the firm actually owns (automated CRM enrichment, shared context, real visibility into who knows whom), because without it the network doesn't belong to the firm, it belongs to a person. For LPs this reframes the DD question, because team size is commonly used as a proxy for network breadth, but the data says it's almost the opposite — the right question isn't how big the network is, it's where it lives, who owns it, and what happens to it if the key person walks out the door.
Pavel Prata tweet media
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Lindsay
Lindsay@pgillian____·
@jnnnthnn 💯. I say a version of this to early stage founders nearly every day
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Jonathan Unikowski
Jonathan Unikowski@jnnnthnn·
wanna be a good technologist? become a great anthropologist first
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Lenny Rachitsky
Lenny Rachitsky@lennysan·
Not enough people are talking about how much AI is impacting the role of data science. I was chatting with a DS friend, and he said that most of his team's work now is reviewing half-assed AI data analysis from PMs and engineers. And that 50% of the time, that analysis is wrong. The role is becoming less fun.
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Matt Dailey
Matt Dailey@reactiverobot·
After 1.5 years solo, @ref_tools has a second person. @suvir_ was my second hire at Figma, and getting to work with him again feels like a gift. Phenomenal engineer, one of the most thoughtful people I know, exactly who you want shaping a company's culture from day one. So glad he's here.
Matt Dailey tweet media
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Lindsay
Lindsay@pgillian____·
@buccocapital i've also noticed it's much more proactive at the apparent end of a session though, suggesting things like bug fixes etc
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BuccoCapital Bloke
BuccoCapital Bloke@buccocapital·
I thought it was weird that Claude kept telling me to go to sleep so I went on reddit and there's hundreds and hundreds of people saying that Claude keeps trying to end the conversation by telling them to go to bed
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Erik Pavia
Erik Pavia@erikpavia·
@pgillian____ I think it’s gaslighting you into using less tokens during peak hours It’s not your nanny. Run that limit down
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Lindsay
Lindsay@pgillian____·
9 times out of 10 when Claude tells me to go to sleep it's usually the right call. Remember when Reed at Netflix said their only real competition was sleep? I've recently wondered if this behavior from Claude is a call back to that. If so I low key dig it.
BuccoCapital Bloke@buccocapital

I thought it was weird that Claude kept telling me to go to sleep so I went on reddit and there's hundreds and hundreds of people saying that Claude keeps trying to end the conversation by telling them to go to bed

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Bercan
Bercan@bercankilic·
Time to deploy
Bercan tweet media
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matt palmer
matt palmer@mattyp·
and they say there’s no fun in san francisco
matt palmer tweet media
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Delagrammatikas
Delagrammatikas@drollpatrol·
@bluewmist Going to restaurants as children. Going on vacation and staying at a hotel (not camping or staying with family). Playing sports. Having access to “snack food.” Cable tv. Going to movie theaters all the time. Having hot water all the time.
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blue
blue@bluewmist·
People who grew up really poor: what's something middle-class people say that instantly reveals they've never struggled?
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Lindsay
Lindsay@pgillian____·
Ask Claude to debug your SQL my god what a burn 💀
Boris Cherny@bcherny

@a16z 👋 Guessing you're looking at npm-only data. We switched to a native installer a few months back, so the majority of installs aren't captured here. Thursday was the second-highest Claude Code signup day we've ever had (15x growth since Jan 1). Ask Claude to debug your SQL?

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Peter Walker
Peter Walker@PeterJ_Walker·
Don't think I've ever seen one sector so far above everything else at seed stage. AI Infra (lots of ppl building neolabs, etc) is the white hot center of venture capital right now
Peter Walker tweet media
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