Robert Langerholc

WTF is actually wrong with people….

@not_ellington Insane cope 🤣

I am so glad I did drugs and drank and talked to girls in college so that if I ever become successful I can focus on things more important than chasing pussy in my 50s (cc Bezos). Everyone wishes they were Ken Griffin but in a certain sense Ken Griffin wishes he was me

@beffjezos Hahahhahahha ok this one is a great pull👏

Which way, anon?

VC is meant to only be sub 10% of your total portfolio form an LP perspective you invest in vc to juice returns not as the core return driver for a portfolio given the risk profile. Thats what he means. You have your main income/ work, then you invest, then a small part of what you invest goes to vc. It requires an underwriting profile where you are completely fine with it going to 0 given that 9/10 ventures fail or never find a path to liquidity. Not to mention most funds have beta returns compared to public market returns given the illiquidity premium required. So he is basically saying its a cool thing that could be something special but it’s perfectly fine if it goes to 0 bc its part of the underwriting process and only a couple units of risk of your total portfolio.

@WillManidis @nonmayorpete Wait, people don’t invest in VC to make money?

Serious question: who’s investing in this type of thing and do they ever make any money?

OK, full tinfoil hat here, but is the Asian music kind of subliminal signaling from China? taunting us like yeah we're fucking up your youth do something pussy… It feels insane to say but also kind of weirdly obvious. Signal soft power to the intel community in a similar way russian hackers used to do after big cyber attacks back in the day. I know Kevin Mandia used to talk about that.

We misunderstood the TikTok threat model The algorithm is *not* manipulated TikTok itself is banned in China They use a different app (Douyin) Douyin’s algorithm is: maximize harmony TikTok’s algorithm is: maximize division It’s not manipulated on specific topics (it was occasionally in the past) Why do we allow an app that’s banned in China? I’m open to Douyin in America but TikTok must be banned This is reverse Opium Wars; or digital covid

@pmarca You wearing a real Paul Newman or is this some omega rip?

Enjoy! youtu.be/PHQvb10vKyk?si…

@WillManidis @pmarca What a pull! 👏This is insane lmao. can’t believe you found this.🤣 I have to give it to you, you’re actually goated at this. Pulling GCs card is even better than the Elon autism spin.

@pmarca this is lost to history now but GC clearly was about to launch an entire strategy based around hiring the honorable Dr Jill Biden if Kamala had won to build the the asset mgmt shop for the new left wing state kleptocracy. election went the wrong way so now they buried it

General Condescension

Monaco just keeps executing at an absurd level. Best product, fastest, cleanest UI/UX, elite customer success, and now probably the best launch video of the year too. For the love of god let me invest! this team is incredible. Calling it now: generational company.

@PalmerLuckey @ArkadiuszMolis1 Yo palmer why don’t we have these for spec ops or in the military in general? Is it a redundancy thing? Im assuming some type of jamming can mess things up pretty bad and with no redundancy built in for safety it doesn’t make sense.

@ArkadiuszMolis1 I am a big fan of Poland, but this technology has been around for a very long time. Dozens of human-balanced turbojet platforms like this have been built by hobbyists, including myself. The first was the WASP in the early 1970s:

Good day. Every time someone says that science in Europe is slowing down or going backwards, it's worth remembering that thanks to Polish engineers, we will have flying motorcycles and it's not AI ^^

@bilalfarooqui Also add 8vc

@bilalfarooqui KV and Greenoaks and remove first round and lightspeed they are good but not tier 1s

Lots of DMs asking “who is a tier 1 VC” so in no particular order: - a16z - thrive - general catalyst - accel - benchmark - sequoia - founders fund - kleiner - first round - lightspeed - bessemer Who did I miss?

“AI psychosis” is cope.

Private equity, venture capital, hedge fund

Valid.

make data centers aesthetically beautiful

@ScroogeCap Looks more like a startup than an IB. Not a suit, in sight.

Jane Street office. What do you notice?

@dodgeblake There are 3 moments that really sold me on TBPN, and all of them still hold up: 1# @rabois randomly fucking with @loganbartlett on the show. completely unplanned. 2# @zebulgar with the OG TBPN humor. 3# still the best idea out of TBPN since the show started hahahhaha.

I am doing some research. What is your #1 favorite moment from TBPN in the last year, whether it was: insightful, just super fun/funny, or memorable in some other way?

This is the definition of luxury beliefs, and it’s wrong on so many levels. We’re living in one of the most vocational eras in decades. Everywhere you look people are talking about life’s work, meaning, sacrifice, building things that outlast them. To frame this conversation as some groundbreaking insight is honestly funny, because it has been the dominant theme for the last year or more.. Blaming declining birth rates on a lack of exposure to death might be the most “kid in a cottage with no real-world interaction” take imaginable. People aren’t having fewer kids because they haven’t seen enough death. They’re not having kids because it’s too expensive and they’re already struggling to survive. Go tell the 19-year-old girl working three jobs, trying to put food on the table, buy medication for her dying mother, and get school books for her younger sister that the real reason she’s not having kids is because she hasn’t seen enough suffering yet. Tell her she needs to struggle more. And I know this might shock this audience, but there is a very large portion of Americans living in situations very similar to the one I just described. So maybe show a little basic decency when you talk about struggle as if it’s some philosophical abstraction. Meanwhile the framing constantly drifts into things like doctors, nursing homes, and long-term care as if those are default realities. Most people cannot afford any of that. That’s the definition of an elite perspective. Then there’s the peptide argument. Of course they’re framed as something for a San Francisco engineer, because that’s the environment being observed. But that framing conveniently ignores the reality that peptides can be a cost-effective treatment for people with real deficiencies and autoimmune disorders. Presenting them as if they’re some dead-end or frivolous technology, as though medicine never evolves, is intellectually lazy. Here’s the actual reality for a huge number of Americans: they are terrified of a serious health issue because it could financially destroy them. A hospital visit can literally bankrupt someone. So mocking people for trying to stay healthy through accessible and affordable methods, when the alternative might ruin them financially, is the purest form of luxury belief. You criticize technology to sound insightful to tech people, but the perspective you’re speaking from is incredibly elite. It reads like someone who has the luxury to sit around thinking about philosophy all day while dismissing the people actually building tools that help normal people. Technology that produces abundant food and accessible healthcare will increase birth rates dramatically. People don’t avoid having kids because they haven’t seen enough death. They avoid having kids because the cost and risk are overwhelming. Lower those risks and costs and birth rates go up. That’s basic reality. Arguing that people should suffer “for a greater purpose” as a general rule is absurd. Most people simply want a stable life. And comparing this idea to the pyramids is unintentionally hilarious, because the pyramids were built by slaves. The people building them didn’t choose that hardship. I believe in hardship and vocation. But I’m also grounded enough to admit that most people aren’t wired that way, and there’s nothing wrong with that. The majority of people just want stability and dignity. Looksmaxxing and similar trends are really early signals of a broader transhumanist shift. Framing it as if someone cannot pursue health and aesthetic improvement at the same time is intellectually dishonest and clearly designed to reinforce a predetermined narrative. @balajis has talked about this dynamic extensively. (spoiler, you can do both) A lot of the arguments here just read like elite ideology dressed up as insight. Anyone outside the tech echo chamber who actually lives in the real world would laugh at it. You honestly sound like a Malibu monk, just into the Bible instead of spirits. Same detached moralizing, different aesthetic. It’s perfectly reasonable to work on problems that are solvable in the next 10–15 years and benefit from those solutions. Obsessing over dying broke while chasing problems that likely won’t be solved in your lifetime isn’t inherently more noble. Sometimes it just reflects personal psychology. My advice is simple: stop judging how other people choose to live and focus on contributing to the system in whatever way makes sense for your own life. And the technologies being mocked here, from biotech to metabolic drugs, are often massive net positives that help real people today. Drugs like Ozempic genuinely save lives! Dismissing those advances while speaking from an insulated elite perspective just sounds like someone philosophizing from a comfortable distance. Step outside the bubble and talk to more real people. The world looks very different from there. And to all the tech people in the comments saying things like “wow,” “so brilliant,” “thank you for this insight” you should take a step back for a second. The lack of independent thinking is incredible. Watching someone casually criticize the entire industry while strolling around playing philosopher and then seeing everyone respond with admiration instead of pushback is honestly bizarre. The level of intellectual self-flagellation in tech right now is something to behold.. A wannabe philosopher takes shots at everyone building things and the response is applause... Do none of you have balls? That said, I actually don’t have anything personally against Will. What bothers me is the framing and the obvious elite perspective behind it. Some of the other things he’s written are ok. But seriously, talk to more normal people. The world looks very different outside the bubble.

@GrahamStephan @kurtvarner Bro this has to be bait, i mean its so clearly not real that it’s almost funny..

@kurtvarner Tried this multiple times, couldn’t get it to tell me it’s the video game. But I’m totally open to being incorrect and getting fooled. Will remove the post if it’s confirmed 100% fake.

Why do most lifestyle businesses look like they have more of a moat then startups rn…