James Lin

@jasonjoyride @CJHandmer Missing call to action

I am BEYOND excited to announce that after 1 year off, the best show in science & deep tech is BACK. S3 returns this Saturday! Bigger and better than before.

@Jared_TH2 @dunkhippo33 People adapt and normalize new things extremely quickly these days

@dunkhippo33 Idk why but people don't seem to be excited about autonomous vehicles. I feel like this is the biggest thing to happen to transportation since the Model T, and it should receive the same fanfare as landing on the Moon.

I predict we will have level 5 autonomous vehicles in the next couple of years. When that happens, it will provide yet another amazing platform for new startups.

@signulll Google Search

which product in the market today has effectively lost product market fit after once actually having it?

@paulg Why not make selling gas turbines the main business then?

The reason of course is Blake's brilliant idea to fund the airliner by selling gas turbines to data centers. I can't think of another move that has turned the tables on investors so thoroughly. And now that Boom doesn't need investors anymore, investors want in. So it is always.

Boom always used to have hard time raising money. Investors are terrified of funding anything that's not like existing hot startups. And now, after 10 years of lean times, I'm getting unsolicited offers to buy Boom shares. It's so great.

@nunzi46 Self driving RVs

Every self-respecting Hard Tech VC needs the following investments: - A Nuclear reactor - Something with space flight heritage - A laser thing (*pew pew*) - Drones/drone-adjacent - Humanoids - Maritime tech (VCs love boats) Any I’m missing?

@cobus27 @GerberKawasaki @elonmusk This is the way

@GerberKawasaki Just make FSD transferable @elonmusk For everyone who bought it outright, ever

Not a good conference call for current tesla owners. Basically HW3 customers are screwed. They sold about 3 mil of these teslas and about 285k have FSD. So the liability is in the billions. $TSLA

@BigBrainBizness Founders can also hold a company back

Airbnb CEO Brian Chesky on the three things a founder has that a professional manager never will: The first is biological parenthood. "When you're the biological parent of something, like it came from you, it is you. There's a deep passion and love." This isn't just a professional responsibility. It's personal in a way hired leadership can never match. The second is permission. "I could rebrand the company and a professional manager would probably come and say I can't do that, but I know how we named it. I know how we branded it. So you know what you can change." Founders have the authority to make bold moves because they understand the origins of every decision. A professional manager inherits the rules. A founder wrote them, so they know which ones can be broken. The third is knowing how to rebuild what they built. "You know the freezing temperature of a company. You know at what temperature it melts, what this looked like before it was tooled, where it came from, the alloys where they were sourced from." @bchesky sums it up: "You're not just managing it, you're building it." When companies lose their founders too early, they often lose the one person who truly understands what the company is made of.

@Alfred_Lin Prefer the phrase “status quo”. You still want defaults, but the default value should be thoughtful

@pmarca Obama

No.

@tanayj L&S CS is a small part of the program, EECS is much bigger

Wow. The number of students graduating with a CS degree at Berkeley is projected to fall off steeply

@brian_armstrong My life for auir

In my teens and 20's I would spend way too much time playing Starcraft and Civilization. Harvesting resources, building things, and expanding was super addictive to my brain - to an almost unhealthy degree. Later I realized that entrepreneurship and business is the ultimate game. It scratches the same itch for me (resources, building, expanding), but you're actually contributing to humanity at the end of the day, which can be much more fulfilling. Business is also much more positive sum than video games. In Starcraft, the other player has to lose for you to win. In business, there is competition, but in a growing market there can be multiple winners. And gains compound long term (it's a infinite game) instead of starting over each time. Now days I prefer to watch pros play video games to unwind, instead of playing video games myself. But a quick game can still be fun here and there to unwind. By contrast, the game of business is played over many decades.

@PTrubey @SawyerMerritt Just had similar experience calling room service from a Marriott hotel room

@SawyerMerritt I just used a similar system with my dentist. Worked well. Much better than the usual “press 1 for xyz”. It actually understood what I was saying.

SpaceX is now using a voice-based AI assistant to answer Starlink customer support calls. The result will put you in touch with a voice that sounds like a human, but is actually Grok. It can converse with you in real time to answer sales-related questions and troubleshoot technical issues with satellite internet service. The chatbot says it can even take your personal information and set up a Starlink account, enabling you to order. pcmag.com/news/hi-this-i…

@t_blom Annualized revenue is not the same as annual recurring revenue

Two years ago, a good YC demo day target was $150k of annualized revenue. In my group office hour today, the lowest demo day target was $800k, and most companies were aiming for $1-2m.

@CJHandmer @jaltma @johncoogan Stop, you're joking

@jaltma @johncoogan Are you two related?

Sam’s an amazing brother, dad, and friend. He’s always there for me and countless others when we need him most. Most of us would have buckled under the pressure he’s under a thousand times by now. I can’t tell you behind closed doors how much he is trying to do the right thing all the time. Proud and grateful.

@Aryan100100 @adamdangelo @typesfast Expedia is still around even though they don’t own airlines or hotels. Dara knows this well

@adamdangelo @typesfast Do you think Uber has any chance long term against Waymo and Tesla over a 20-30 year time horizon

Why does Waymo spread their cars across dozens of cities? They should completely saturate one city til they match Uber’s pick up times. I assume they’re trying to lose because winning in self-driving means putting too many people out of work, making Google look like a villain.

@PTrubey @SawyerMerritt What? No, $ installed per stall is double that, $100k-120k. It’s ~$60k for the hardware ~$60k for installation

Yea! We finally get a no nonsense installed price per stall which is $62,500 per stall for an 8 stall site. That’s a selling price, Tesla’s cost is presumably significantly less than that. Anyone have other DC fast charger manufacturer pricing? And yes, this shows how and why Tesla is making bank owning and operating their Supercharger network.

NEWS: Tesla has introduced a cool new pricing and a financial calculator for Supercharger for Business. “We found simplicity and transparency to be a problem in this industry. We're now sharing pricing and a financial calculator to help make informed decisions. The goal is to accelerate investments, clarity and charging ubiquity.” For revenue-generating sites, Tesla will charge an all-inclusive $0.10/kWh fee. The calculator lets you adjust electricity cost, number of stalls, expected utilization, gives you an estimated purchase price, etc. Calculator: tesla.com/supercharger-f…

@joshwhiton @devonzuegel Then followed by septic

@devonzuegel Yep, by far. Followed, probably, by whether it has any water. e.g. - water rights and whether you’ll find any water if you dig for a well.

I built an interactive model showing the basic math that drives the value of raw land The key takeaway: The price of land primarily reflects the likelihood you'll be allowed to build something there, not the dirt

Banger > per-usual first mover advantage in a non-compounding market is a liability not an asset

Cool

@theinformation This makes all the difference in the world

How is Sam Altman different from Dario Amodei and Demis Hassabis? "Sam is not really a scientist.” “He dropped out of Stanford and he's a very smart guy, a great fundraiser, a great business leader, but he's not a scientist. And so that's very different to either Demis or Dario." — @scmallaby, Author of 'The Infinity Machine’