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Check out the latest article in my newsletter: How CFOs are preparing for Carbon Audits linkedin.com/pulse/how-cfos… via @LinkedIn
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Neil Passero
1.5K posts
Neil Passero
@NeilPassero
Helping CXOs/their team find electricity, buy smarter, reduce risk & improve carbon-audit readiness. Pioneering in electricity & carbon intensity data analytics
San Francisco, of course! เข้าร่วม Mayıs 2010
3K กำลังติดตาม637 ผู้ติดตาม
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CHIVARLY MIGHT GET YOU A TERM SHEET
i met @tomorrowtweetin's cofounder at the @ereborbank launch party where he offered me his jacket in the cold. naturally, this led to a conversation about trade financing. two weeks later we invested in @matiummarket - the only market for the $1T domestic plastic industry, which if you haven't heard, is going through some volatility
Crucible Capital@CrucibleCap
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There are only two types of philosophers according to a friend of B. Scot Rousse. From: withoutwhy.substack.com/p/ai-conscious…
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@FU_joehudson Great distinction, Joe. Assuming that we're broken or defective feeds into an addiction loop. Observation, love, wonder and curiosity about one's self - who is really in here? - is empowerment.
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Self-improvement assumes something is broken.
Self-discovery assumes something is hidden.
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Neil Passero รีทวีตแล้ว
Willpower is needed if it’s a desire from the head.
Willpower is not needed if it's desire from the heart.
Dr. Julie Gurner@drgurner
What people don't tell you: At the highest levels...discipline is the exception, not the rule.
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Neil Passero รีทวีตแล้ว
If we want the AI future we were promised, we are going to have to get serious about making our own batteries.
Akshat Rathi@AkshatRathi
Half of US data centers planned for 2026 are expected to be delayed or canceled. One big reason is shortage of electrical equipment, such as transformers, switchgear and batteries. US doesn't have manufacturing capacity, forcing it to rely on imports. 🎁🔗 bloomberg.com/news/features/…
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@sequoia Our memos have gotten a bit longer and more thorough since then, though not sure if that's a good or a bad thing
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In honor of 50 years of Apple, we're sharing - for the first time ever - Don Valentine's original 1977 memo for Sequoia's investment into Apple Computer. #Apple50
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Quite a time capsule. "Management questionable".
Sequoia Capital@sequoia
In honor of 50 years of Apple, we're sharing - for the first time ever - Don Valentine's original 1977 memo for Sequoia's investment into Apple Computer. #Apple50
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Neil Passero รีทวีตแล้ว
if you want to fund atoms or energy, you need to find a 10x financial engineer immediately
cruciblecapital.substack.com/p/capital-mark…
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Neil Passero รีทวีตแล้ว
@mnolangray Entrepreneurship isn't owning a business, and asserting that is making life difficult for entrepreneurial people AND business owners.
Entrepreneur is a personality type characterized as someone who can't help but put themselves at risk to improve something.
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@tracyktownsend The disease is the medicine. We love your work and appreciate your leadership, Tracy!
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I had a mother once come to me, saying that she felt like she was drowning in resentment for her husband and felt no joy in raising her children. Everyday life was a struggle.
In her psilocybin mushroom journey, she went to what she described as Hell. No one was there, she was utterly alone for what felt like eternity, and it was as if nothing in her life had ever existed.
When she returned, she wept from the overwhelming love and gratitude she felt for her family, especially for her young children. She had awakened to the incredible blessing it was to have been chosen as their mother in this lifetime. All of it was a gift.
We fear the so called “bad trips” the most, and yet, they are often exactly the medicine we need.
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The only thing that can stop a bad guy with an AI is a good guy with an AI. Or many good guys with AI.
We need to find ways to incentivize that, and build our detection, defense, and intervention capacities proactively. Like pandemic defense, but so much broader.
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@Melt_Dem @Deepneuron Had the chance to hear from and talk SciFi with AWG several times this past week in a conference. A fine man!
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😍
Matthew Pines@matthew_pines
At Physical Superintelligence PBC ("PSI"), the startup I cofounded with @alexwg, we like shipping, not hyping. So here’s the world's first agentic copilot built by physicists, for physicists. What started as an internal tool, we're now releasing open-source: Get Physics Done.
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@Melt_Dem @USDai_Official @drivenets @OrnnExchange This looks amazing. Way to curate the future, Meltem and Team Crucible.
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tomorrow, 4 pm, downtown San Francisco
50 ppl
opening debates:
1. how GPU financing actually breaks down in practice - @USDai_Official v $100B PE fund
2. managing the hardware monopolies - @drivenets v incumbent OEM
3. commodification of compute - @OrnnExchange v stealth co
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Prepare your kids for a future where there is labour demand.
₿rett@brettmacro
Anthropic just dropped labor market data on AI displacement. 🟦 = What AI is already capable of. 🟥 = The capacity at which people are using it. The "Great Recession for white collar workers" scenario they modeled? Unemployment doubling from 3% to 6% in the most exposed jobs. Not happening yet. But the early signal is there. Hiring of 22 to 25 year olds into AI-exposed roles is already down 14%. Computer Programmers. Customer Service. Financial Analysts. 67 to 75% of their tasks are already covered. AI is only at 33% of its theoretical capability. We are in the early innings.
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@Melt_Dem @zavaindar Thanks for sharing this Meltem. Awesome vision and execution.
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Memo: What If We're Right?
We recently wrote a private letter to partners & friends of a common failure mode: the inability to consistently reason through the daisy chain of downstream consequence when non-consensus, low-probability, events actually occur
pages: 1-3
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Baby Breedlove happening? Congrats Mr and Mrs @Breedlove22!
Dr. Cameron Maximus🤴🏻 🥷🏻 🧙🏻♂️ 🤵♂️@DrCamRx
Unpopular Opinion: most people lie about what it takes to look like this at 40. Not this guy:
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A 1,000-year-old drug kit was found in a Bolivian cave.
Inside: five psychoactive compounds, including the exact recipe for ayahuasca.
Cocaine. DMT. Harmine. Bufotenine. Possibly psilocin.
The largest collection ever found in a single South American artifact.
None of these plants grow within 𝘩𝘶𝘯𝘥𝘳𝘦𝘥𝘴 𝘰𝘧 𝘮𝘪𝘭𝘦𝘴 of that cave.
Someone was running a continent-wide psychedelic supply chain in 950 AD.
That's 500 years before Columbus "discovered" the Americas.
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@ramez Science and history prove it: Only users lose drugs, Mez.
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Man, this person must have been really bummed they dropped this. Anyone know how to contact them?
Paul Brown@0xQuasark
A 1,000-year-old drug kit was found in a Bolivian cave. Inside: five psychoactive compounds, including the exact recipe for ayahuasca. Cocaine. DMT. Harmine. Bufotenine. Possibly psilocin. The largest collection ever found in a single South American artifact. None of these plants grow within 𝘩𝘶𝘯𝘥𝘳𝘦𝘥𝘴 𝘰𝘧 𝘮𝘪𝘭𝘦𝘴 of that cave. Someone was running a continent-wide psychedelic supply chain in 950 AD. That's 500 years before Columbus "discovered" the Americas.
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