Eric Scott

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Eric Scott

Eric Scott

@tweetoferic

Co-Founder @ Overlook Capital. Advisor @8vc, Prev SciFi VC and @foundersfund

Katılım Ekim 2010
554 Takip Edilen1.3K Takipçiler
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Scott Nolan
Scott Nolan@ScottNolan·
We enrich to solve the ultimate bottleneck: energy
Anjney Midha@AnjneyMidha

*New Lecture* Stanford @CS153Systems '26, Session 8 (Full Video) Energy Bottlenecks with @ScottNolan from @generalmatter 00:00 Energy Bottlenecks Intro 00:11 AI Factory Overview 02:55 Why Power Matters 03:56 From ChatGPT to Enterprise Demand 07:25 Meet Scott Nolan 09:03 Energy Is The Real Limit 11:16 Demand Growth Reality Check 13:17 Stranded Power Era 15:54 What Data Centers Need 16:59 Nuclear As Baseload Path 18:21 Fuel Cycle And Enrichment Gap 21:41 Bitcoin Mining As Rehearsal 25:03 Building Primitives Not Pivots 28:17 Nuclear Safety And Narrative 30:22 Calibrating the Moment 30:54 Pick Important Problems 32:14 General Matter Breakthrough 35:04 Building Team and Site 37:18 Government Support Reality 39:19 Jobs and AI Demand 42:37 Scaling Timelines and Space 46:16 Early SpaceX Lessons 50:25 Nuclear Perception and Europe 53:17 Supply Chain and Enrichment 56:56 Why US Lost Enrichment 59:25 Back to the Future Wrap

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Eric Scott
Eric Scott@tweetoferic·
Had some fun talking about stories from founders fund and SciFi VC. Plus a little teaser of what I’ve been working on!
David Weisburd 🚀@DWeisburd

𝐌𝐨𝐬𝐭 𝐕𝐂𝐬 𝐦𝐢𝐬𝐮𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 @peterthiel's 𝐩𝐨𝐰𝐞𝐫 𝐥𝐚𝐰. Power law explains returns in hindsight. It does NOT tell you how to pick winners. As my guest Eric Scott shared, the real lesson from Founders Fund was simple: “Just try to make good investments.” Not chase moonshots. Unironically, that’s how you find them. Special thanks to @mlevchin, @JTLonsdale, @rabois, and @henrysward mentioned in this episode. We’d like to thank @AlphaSenseInc for sponsoring this episode! #VentureCapital #StartupInvesting #FounderLed #CapitalAllocation #PortfolioConstruction #PrivateMarkets Full episode👇 youtube.com/watch?v=KwRdF4…

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Drew Oetting
Drew Oetting@andrewoetting·
@sachinpawa The driveway of a guy I’d never ask about work
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Eric Scott
Eric Scott@tweetoferic·
@lessin Every time I run into someone working at neuralink I push SO HARD for them to launch a chip that translates dog thoughts to human sentences
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Eric Scott@tweetoferic·
Clearly an entire army of local Austin Arborists gained access to Anthropic's next gen model because they all have my number and are VERY interested in my trees and roof
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Eric Scott
Eric Scott@tweetoferic·
@andrewoetting @auren I would not hire a doctor who needed extra time, but I would rather hire the lawyer who worked the system to get extra time...
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Drew Oetting
Drew Oetting@andrewoetting·
@auren Well I certainly don’t want lawyer whos given medical grade speed and then still needs more time
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Auren Hoffman
Auren Hoffman@auren·
Would you hire a lawyer that needed extra time to pass the bar exam?
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Nick Touran
Nick Touran@whatisnuclear·
While it was determined impractical due to fallout, digging canals quickly and cheaply with peaceful thermonuclear explosions was once seriously considered during Project Plowshare.
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Rokko🇯🇵🌐💻 ✈︎@Msamalam

Since the Hormuz strait is such a chokepoint for Gulf countries whose economies depend on fossil fuel exports, many people may wonder why rich UAE doesn’t just build a short canal. Well they tried, but it was too ホルムズ(掘るむず)→hard to dig

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Daniel Shteremberg
Daniel Shteremberg@shteremberg·
Agree with all of these except 6. pg + yc have an incentive for you to go all the way. Their investment model depends on outsized returns from a small number of companies vs decent returns from a slightly larger pool. This is the classic case where a 100M acquisition can be life changing for founders but peanuts for VCs. Deep respect for pg, but that last advice is hostile to founders
Paul Graham@paulg

Someone asked what advice founders ignore. That they: 1. Should change their name. 2. Should launch fast. 3. Shouldn't treat fundraising as success. 4. Shouldn't assume they can raise because it's time to. 5. Should fire bad people quickly. 6. Shouldn't talk to acquirers.

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Kevin Kwok
Kevin Kwok@kevinakwok·
Kevin Kwok tweet media
NIK@ns123abc

🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA >SMCI co-founder Yih-Shyan "Wally" Liaw arrested today >personally holds $464 MILLION in SMCI stock >charged with smuggling BILLIONS in Nvidia servers to china >used a southeast asian shell company to funnel $2.5B in servers to chinese buyers >$510 million worth shipped in just THREE WEEKS in spring 2025 >built thousands of fake dummy servers to fool U.S compliance auditors >caught on surveillance camera using a HAIR DRYER to swap serial number stickers >coordinated the whole thing over encrypted group chats >SMCI down 12% after hours >faces up to 30 years in federal prison ITS SO OVER…

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Eric Scott
Eric Scott@tweetoferic·
A perpetual thread of weird juxtapositions from WSJ home page
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Massimo
Massimo@Rainmaker1973·
This is how sunscreen appears when applied in front of a UV camera.
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Eric Scott
Eric Scott@tweetoferic·
Judging by the number of tree trimming cold texts I get per week there are roughly 150k tree trimmers in Austin and they are all VERY concerned about my trees.
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Michael P Gibson
Michael P Gibson@William_Blake·
1517 is searching for ways to challenge this law. We are a Colorado-based fund but so sweeping is California’s reach, that it claims the law holds either if you have just 1 California investor or 1 startup in CA. Penalty for non-compliance is $5000 per day. Compelled speech. Extraterritorial overreach in violation of the commerce clause. Nationwide compliance. Total horse shit.
Josh Barro@jbarro

California has a new law requiring VC firms to ask the founders of the companies they fund whether they're gay. (They're allowed to decline to answer, but the funds aren't allowed to decline to ask.) x.com/investing_law/…

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Eric Scott
Eric Scott@tweetoferic·
This is an incredibly weak paper and meta analysis. The whole point of whole body MRI is that it’s a cheap option on building time series data for yourself. None of the studies in the meta analysis (by definition!) have enough data to cleanly validate / invalidate that hypothesis. Also do you think longevity bros aren’t getting colonoscopies!?
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Brent Franson
Brent Franson@brentfranson·
Longevity bros have money but not brains. These full body scans are garbage. Go get a colonoscopy instead, bronar. “Conclusion: Although WB-MRI shows potential as an opportunistic non-invasive cancer detection tool, modest detection rates, frequent incidental findings, unstandardized protocols, and lack of long-term outcome or cost-effectiveness data limit its current clinical utility.”
Ash Paul@pash22

Whole-body MRI for opportunistic cancer detection in asymptomatic individuals: a systematic review and meta-analysis link.springer.com/article/10.100… via @hochhegger et al

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Keşfet

@sachinpawa @lessin @andrewoetting @auren @whatisnuclear @shteremberg @elonmusk @BarackObama