Rob Stephens @RLStephens3
rising tides lift all boats | endowment investor. tech rube. recovering chinaholic | views all mine, activity ≠ endorsement Virginia Joined September 2020-
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"American Dynamism" walked so that "Adventure Capital" could run. Kudos to @grant__gregory and @cantos for this Deep Tech VC primer and state of the union. Fascinating work.
"American Dynamism" walked so that "Adventure Capital" could run. Kudos to @grant__gregory and @cantos for this Deep Tech VC primer and state of the union. Fascinating work.
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Rob Stephens retweeted
VIRGINIA HAS DONE IT! For just the second time this season, a top-10 team has fallen to an unranked opponent 😮
Rob Stephens retweeted
Chinese households are returning to stocks due to a lack of other attractive options, and analysts see the trend continuing through 2026 bloomberg.com/news/articles/…
Rob Stephens retweeted
AI leaders in the US 🇺🇸 Yann LeCun, b. France 🇫🇷 Ilya Sutskever, b. Russia 🇷🇺 Andrej Karpathy, b. Slovakia 🇸🇰 Fei-Fei Li, b. China 🇨🇳 Mira Murati, b. Albania 🇦🇱 Mustafa Suleyman, b. UK 🇬🇧 Andrew Ng, b. UK 🇬🇧 Much of Meta’s MSL: 🇨🇳 Elon? 🇿🇦 etc. $100k for an H-1B? 😡
Or maybe
.@xai (est. 2023) is now more valuable than @AnthropicAI (est. 2021)
dang no mention of golden golf clubs, unfortunately ⛳ @jordanschnyc
dang no mention of golden golf clubs, unfortunately ⛳ @jordanschnyc
Tech pragmatists keep winning
"Are you a 'Capital Allocator'?" Technically, yes. But the label feels pejorative and still doesn't sit right. After a decade on the GP side, I'm an Investor first. It all boils down to people anyway.
Rob Stephens retweeted
By several metrics (low foreign funds exposure, relative valuation, local investor base dry powder, innovative ability, etc), this Chinese equity bull market could be in its very very very early stages.
By several metrics (low foreign funds exposure, relative valuation, local investor base dry powder, innovative ability, etc), this Chinese equity bull market could be in its very very very early stages.
At least we know, ahead of today's Fed decision China bans tech companies from buying Nvidia’s AI chips - on.ft.com/3Kr7iwv via @FT
Any recs for coffee shops, restaurants, or hotel lobbies to work from in SF? Have a couple hours to kill tomorrow AM.
"the capital pouring into Hong Kong is increasingly Chinese... The “mainlandisation” of Hong Kong’s capital markets is under way" “Beijing has reinvented Hong Kong for its purposes . . . but also to keep Hong Kong’s image as a thriving financial centre alive” Hong Kong: a…
"the capital pouring into Hong Kong is increasingly Chinese... The “mainlandisation” of Hong Kong’s capital markets is under way" “Beijing has reinvented Hong Kong for its purposes . . . but also to keep Hong Kong’s image as a thriving financial centre alive” Hong Kong: a…
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