Javen Ho @_JavenHo
Passion for investing and startups San Francisco, CA Joined June 2012-
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This chart is too bearish. You have 1 life. Why not go after it all? No one feels true boredom anymore. Get off your phone, allow the excruciating pain, fill it with purpose. Go touch grass, observe the world around you, find gaps in supply and demand, capitalize. There's a…
AI innovation likely follows the Gartner Hype Cycle, but the underlying demand for power and compute will remain strong throughout. Foundational infrastructure and patient development will be the key driver past the trough of disillusionment This is why we are seeing 10yr+…
AI innovation likely follows the Gartner Hype Cycle, but the underlying demand for power and compute will remain strong throughout. Foundational infrastructure and patient development will be the key driver past the trough of disillusionment This is why we are seeing 10yr+…
Drunk southies bonding over AI/HPC value analysis ... we are not bullish enough $IREN $HOOD $X
Drunk southies bonding over AI/HPC value analysis ... we are not bullish enough $IREN $HOOD $X
Perplexity AI was definitely on some bullshit this weekend
Perplexity AI was definitely on some bullshit this weekend
Mixed feelings about $IREN building this into their investor relations. I’d rather see a clearer focus on genuine underlying value and a stronger connection to the end user. "Building for tomorrow" is another example where I feel fluff vs. clear value prop.
To find a 100x company you need to have a 100x edge. Look at the $IREN community on X and the knowledge that their business fundamentals are grounded on and you’ll see the difference. Not said that an AI can’t be trained to have a 100x edge
To find a 100x company you need to have a 100x edge. Look at the $IREN community on X and the knowledge that their business fundamentals are grounded on and you’ll see the difference. Not said that an AI can’t be trained to have a 100x edge
Right now, $IREN feels like $HOOD back when it was around $50. The recent price action makes it seem like the world is starting to catch on — but in reality, we’re still just starting. The next $IREN is still $IREN.
Right now, $IREN feels like $HOOD back when it was around $50. The recent price action makes it seem like the world is starting to catch on — but in reality, we’re still just starting. The next $IREN is still $IREN.
Time will tell if this proves to be a bubble—but so far, the administration has done an impressive job walking the tight rope In the meantime for at least the next couple years, AI is real, Capex is real, and the economy is alive
Time will tell if this proves to be a bubble—but so far, the administration has done an impressive job walking the tight rope In the meantime for at least the next couple years, AI is real, Capex is real, and the economy is alive
AI Flywheel Big Tech is pouring billions into AI Capex, but fuel for the flywheel will always be the everyday American. Trump’s tariffs and reshoring policies are a calculated attempt to hold off macro headwinds just long enough for AI investments to start showing dividends
We've only priced in the beginning of the revolution
Neri for IREN backwards. @mikealfred come to the baby shower?
Our CI is unusable because of the slow Railway deployments this week and we broke under our SLA agreement because the metal migration did not correctly spin back up our deployment. I'm sure your tweet was meant for AWS?
Our CI is unusable because of the slow Railway deployments this week and we broke under our SLA agreement because the metal migration did not correctly spin back up our deployment. I'm sure your tweet was meant for AWS?
We're looking for full stack SWE @vitalize_care TLDR: - Solving foundational problems in healthcare ops - 7 fig ARR in <1 year - Cracked team from Columbia, GSB, @ycombinator, @Rock_Health - Stack: TS, React, Postgres (& @linear obvi) Paying out $5k for referrals 👀 DMs open
Is there a library for React Context with pub/sub to make it an effective global state management? Feel like I might be asking for too much here
Has @UberEats service + customer service gone down the shitter recently or is it just me. Must be why the stocks up! Gotta cut costs somehow
Supabase realtime capabilities are incredibly easy to set up and use. You + ChatGPT can get realtime cursors running in 15 minutes if you wanted to … crazy. Supabase + Vercel is The Stack
He’s a 10 but when he sees RH he thinks $HOOD
As a user $HOOD is the one product where I’ve said would absolutely ruin my year if the company ever went bankrupt. The innovation in this space is unheard of. Take my money. And if you need more, pls ask.
Please please please $HOOD roll out premium membership lines like $COST. You have sooo many customers with a high willingness to pay. I’m sure you have plans for this in the future.

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