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Tim Devane
18.8K posts
Tim Devane
@tdevane
change calls the tune we dance to
Brooklyn Katılım Şubat 2009
957 Takip Edilen2K Takipçiler
the difference between genuine seed + pre-seed investing (first funding round) and, to escalating degrees, every stage afterwards
signüll@signulll
you never forget your early believers because early belief is expensive af. there’s reputational risk, financial risk, social risk, etc. there’s roughly no proof, no consensus, & no obvious upside. the early believers have to see something way before the market has agreed it should exist. whereas late belief is absolutely free. this is where you see pure bandwagon & trend following stuff. this rule applies to business sure, but maybe even way more to personal stuff.
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@mignano np and definitely!
that New Yorker 2 parter kinda put him on the map as a writer in early 90s, always ranks at the top of greatest pieces of journalism on surfing
He returns to that period of his life in Barbarian Days, then reflecting after a few more decades chasing waves
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@FinnMurphy12 @nchirls "In matters of principle, stand like a rock."
Far too many loud voices willfully degrade genuine authenticity into narcissistic commodification.
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@nchirls Stand for something or in the end you stand for nothing.
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Tim Devane retweetledi
Courage is the rarest of assets these days
nickchirls.com/2025/10/09/cou…
Finn Murphy@FinnMurphy12
Many of the loudest voices in tech have no real beliefs, just a deep fervent need to be relevant at all times & at all costs. When the winds change so too will the beliefs. Desire to do what they want is for many subservient to desire for status and access.
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while the distinction between millions, billions, and hundreds of billions is blurring, this comp makes it clear:
1 million seconds = 11 days
1 billion seconds = 33 years
120 billion seconds = 3.8 millennia!
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@mignano no doubt, the most powerful (and so obvious) paid sub upgrade there is.
And discover weekly remains the greatest recc engine to date (i wrote this post about it like 11 years ago)
@tdevane/note/p-169587562?r=1hgf61&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@tdevane/note/…
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I thought about it, and came to the conclusion that Spotify is the most popular app in the world.
It may not have the most users, but I can't think of another product that's as big and also as beloved and brings as much joy to people.
Tell me why I'm wrong. You can't.
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subtext --> we were wrong about crypto, so now we believe the future is...uh...anything? who funds this?
Framework Ventures@hiFramework
1/ Today in @FortuneMagazine: Framework Ventures has raised $400 Million for our 4th fund, FVIV. We believe the future is being built at the intersection of blockchain, AI, robotics, energy, and fintech. 🧵👇
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watch letterboxd scoop the one-price-for-all steaming sub model with bespoke, single rentals online of films unavailable elsewhere
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first time i’d describe a book as Bergmanesque and a wonderful reminder that there are so many words still to learn
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What was the first album that made you fall in love with music as a child?
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Benchmark Capital raising a growth fund.
Thrive Capital doing a press tour and mainstream marketing.
Among the mega franchises, the final two holdouts of VC orthodoxy finally succumb...
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For the first time in ~3 years, it feels like the AI table has been flipped over. Yes, the labs and hyperscalers will have the highest chance of resetting it before everyone else, given their vast capital, frontier model, and compute advantages.
But there is now a window for a new ecosystem to emerge. A "rebel alliance," which is what we're calling it at @USV.
We are excited by open weight models, distributed compute, human-aligned agents, routing, open source harnesses, the orchestration layer, and a lot more.
Basically, anything that gives people and enterprises powerful intelligence while maintaining tight incentive alignment, we're into it.
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what an unbelievable sports experience last night
open.substack.com/pub/tdevane/p/…
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