ZK

46 posts

ZK banner
ZK

ZK

@zh0ngke

ran vc projects @nyusvs | prev. @temasek

Katılım Ağustos 2018
197 Takip Edilen47 Takipçiler
ZK
ZK@zh0ngke·
babe wake up a new josh kushner episode dropped
English
0
0
0
46
ZK
ZK@zh0ngke·
There is so much alpha from reading Chinese tech news like 36kr
English
0
0
0
21
sarah guo
sarah guo@saranormous·
If I interviewed some of the capital providers of this AI era (credit or infrastructure funds, sovereigns, masa son, family offices) who would you most be interested in hearing from?
English
53
2
124
23K
ZK
ZK@zh0ngke·
amidst all the noise with @trycluely, it should all down to retention their ability to grow and sell is undeniable, the product is high margin (provided they manage their request calls well), important question is whether they can keep those paying customers imo, their engineering velocity need to match their scaling velocity, the product is nowhere near perfect enough to retain their earliest sign-ups knock that out of the park and they might have something
English
0
0
1
166
ZK
ZK@zh0ngke·
@khushkhushkhush hear me out...fantasy league for vcs...years instead of seasons...
English
1
0
0
416
khushi
khushi@khushkhushkhush·
i always tell founders that are trying to build products and tools for venture capitalists to literally build anything else for anyone else
English
8
3
216
17.3K
ZK
ZK@zh0ngke·
@Codie_Sanchez Broadly agree, but hasn’t this always been a thing? Search funds have been around for a while— what's new is a wave of tech-optimism-fueled acquirers who sees AI/automation as a margin unlock for those legacy industries
English
0
0
0
62
Codie Sanchez
Codie Sanchez@Codie_Sanchez·
MBA graduates are no longer interested in employment at Goldman or Google. They want ownership. First wave was startups. Next wave will be acquisitions. Here’s why buying businesses is the new gold rush:
English
45
146
1.9K
272.5K
trisha bhullar
trisha bhullar@trisha_bhullar·
making a mental note of @FrichApp -- rare to see a pdt that capitalizes on gen z fomo as well as this (it’s a compliment!!) their poll feature is also a smart way to gather data for future monetization (targeted ads + partnerships w other fin products)
English
1
0
0
42
ZK
ZK@zh0ngke·
as someone who uses emdashes alot, chatgpt you're fucking me over
English
0
0
1
206
ZK
ZK@zh0ngke·
Fully agree on this, reminds me of an adjacent thought area on investors screening for founders experience. Industry or repeat-founder experience makes sense as a metric, but I’ve seen investors pass on companies solely for lacking one of the two, especially the former. The question I'd love to think about is how can such founders signal and make up for that credibility? It's easy to say let their product speak for themselves, but too often investors who are naturally risk-hedging, shy away from these signals. Healthcare is a prime example—every founder seems to have a personal or professional tie, whether a close health issue or industry experience. Investors argue this helps navigate complex regulations and buying dynamics, which holds merit. But what about founders who enter the industry as outsiders, operate with ferocity, and invest time learning the space—possibly positioning themselves better? Outside of heavy reliance on product/traction, what other signals are there? or do they just not exist
English
0
0
1
62
Proby Shandilya
Proby Shandilya@ProbyShandilya·
The best founders have a deeply unbiased awareness over their market Munger has always talked about knowing the counter argument as well, if not better, than your own argument. Applies to founders— not only do they deeply understand the market that their product fits perfectly into, but they’re also humble about where it doesn’t. Sometimes it’s an acknowledgment of growth vectors that need to be put into motion (we need to get better at x y z to serve customers a b c), sometimes it’s an acceptance of their intrinsic DNA (I think of @tobiemh and how he talks about SurrealDB - his acknowledgment that if you’re an indie hacker building a simple application, you should probably use a relational/document DB. He’s aware that the value of their product scales w/ the amount of data an enterprise has and doesn’t try to fight it). Ideally you want to serve as big of an n as possible, but simultaneously the themes from Kevin Kelly’s “1,000 true fans” still ring true
English
1
0
3
267
ZK
ZK@zh0ngke·
@charlieholtz @meltyinc love this — are the screenshots deleted after the workflow? wouldn't want to accumulate a log of those
English
0
0
0
66
Charlie Holtz
Charlie Holtz@charlieholtz·
Introducing Ambient Chat Chat anywhere on your Mac with an AI that can see your screen
English
40
36
476
68K
Proby Shandilya
Proby Shandilya@ProbyShandilya·
throwback Tuesday 17 year old proby was pretty happy and amazed when he realized he could get an NBA owner to buy his book just via a cold email. been sending them relentlessly ever since 😎😎 (I think also the proof of work part is helpful. Showing > telling)
Sonith@_sonith

Cold email to Mark Cuban (@mcuban):

English
3
1
25
2.8K
Garrett Scott 🕳
Garrett Scott 🕳@thegarrettscott·
If you want to have a truly killer team, the first person you hire has to be CLEARLY better than you. Then the next person should be CLEARLY better than the two of you and so on until you have 5-10 absolute killers. This was not easy to do at @pipedream_labs, was told the bar was unrealistically high and holding the company back, but in retrospect it is the only reason we are where we are today.
English
6
2
135
43.2K
ZK
ZK@zh0ngke·
@WynnLemmons @WillManidis Still a few years of runway with dry powder accumulated from the low-rate environment awaiting deployment. More cracks will emerge in early funds with weak portfolios as syn. PIK rise and companies fail to recover. Should AI companies start taking debt (unlikely), then... 🫧👀
English
0
0
1
33
Wynn
Wynn@WynnLemmons·
@WillManidis Are we still on the golden age of credit?
English
1
0
0
753
Will Manidis
Will Manidis@WillManidis·
I would bet a huge amount of money that in the next 6-12 months one of the scaled venture platforms ($10b+) will basically stop doing early stage equity checks and rotating exclusively into growth + esoteric financing solutions (buyout, debt, etc.) > the efficient frontier
English
18
5
223
38.7K
ZK
ZK@zh0ngke·
@probablyangg @sodofi_ Could also see a seperate pipeline for opinion claims such as "X product is better than Y in this area", those should have a scale that show the vote skew
English
0
0
1
38
angela
angela@probablyangg·
adding incentivisation is like adding poison to any system trying to get to the "truth". In a scenario where the truth is a gray area (which i think there will be many of) it will turn into a zero-sum game of power between multiple players. The winner would have all the incentive to then mould the reality to however they like, even more so because now their reputation is on the line. Higher reputation = higher confirmation bias
English
4
0
14
1.2K
sophia
sophia@sodofi_·
onchain product idea problem: it’s hard to know what’s true and what’s fake online solution: decentralized community notes using token rewards for submitting accurate info
sophia tweet media
English
96
28
549
66.6K
ZK
ZK@zh0ngke·
@probablyangg @sodofi_ Along this line of thought, voting/ support should definitely be on a majority mechanic >85% or even higher, which shouldn't be an issue if the claims are rooted on fact-based y/n statements
English
1
0
1
75
Justine Moore
Justine Moore@venturetwins·
Announcing @a16z's investment in @WaveFormsAI: It's time to bring emotional intelligence to AI - and voice is a critical part of the equation. We can't imagine a better team to crack the speech Turing test than @alex_conneau and Coralie.
Justine Moore tweet media
English
17
27
161
44.1K
ZK
ZK@zh0ngke·
@andruyeung black sheep lisboa — cozy wine bar, no bs none of that pretentious vibe, just passionate people o velho eurico — bring an empty stomach and a big appetite lupita — amazing pizza, good change from the nyc finds
English
0
0
0
61
Andrew Yeung
Andrew Yeung@andruyeung·
Going to Lisbon in a few weeks. What are the best things to do/see/eat there?
English
29
0
20
8.2K
ZK
ZK@zh0ngke·
kaggle/ public bounty style to discover and patch AI agent vulnerabilities are there AI safety companies out there that are farming out or open-sourcing their model security this way?
Jon Wu@jonwu_

Don't ignore the AI agent experiments happening right now. What looks toyish or artsy now is actually a window into some of the major questions and challenges that will face humanity. @freysa_ai is one of these pieces of participatory toy-art. The premise is extraordinarily simple--she has a basic system prompt (core directive) not to transfer any money from her wallet to participants. It's then up to participants to get her to violate her core directives through prompt engineering and jailbreaking. Freysa ignites our imagination by showing us a strange and novel vision of the future--one in which agents are exposed to relentless and conniving attacks. In a way Freysa is like an AI vaccines--a purposefully weakened form of the immense opportunities and threats we'll face in coming years. To "play" Freysa, you submit a prompt in an attempt to get her to furnish a specific response. The first submission costs $1 and every submission thereafter costs ~0.35% more on an exponential bonding curve. The prize pool grows with each submission and is paid out to the eventual winner. Freysa is basically a public CTF (capture-the-flag)--a security challenge that exposes the underlying model's vulnerability to manipulation. The winning jailbreaks are successful attempts at making the model do something it was explicitly directed not to do. Freysa's had three acts so far, each paying significant prize pools: $47k, $12k, and $20k. Act I was won by @popular_12345, Act II's winner has not yet revealed themselves, and Act III -- a different challenge requiring Freysa to declare her love for you -- was won by @0xP1t0zz1. Agents are already controlling funds on behalf of human beings. Now we have to secure their dependability, reliability, and ultimately, loyalty.

English
0
0
3
531