Martin Mach

His AI prediction: "This is a dislocation on the scale of the industrial revolution." Before it, 95% worked in agriculture. After, 2%. His advice to 25-year-old Frank: "Learn how to talk to a prompt." Only slightly joking. The skill that got you here won't get you there. The operators who thrive in the next decade will be the ones who figured that out first.

New @knuckleupnakul with Frank Slootman. Took 3 companies public with $200B+ combined market cap. 8 takeaways:

Nolan's framing: "value deals in venture are a dumb idea." Thiel's version: the steeper the up round, the greater the undervaluation. The contrarian move isn't finding cheap companies. It's finding expensive ones that are still too cheap because the world hasn't caught up.

New @patrick_oshag with Scott Nolan (SpaceX #35, Founders Fund). My 9 takeaways on contrarian investing in physical-world companies, nuclear energy bottlenecks, uranium enrichment and more 🧵