Bill Gurley @bgurley
VC @benchmark, Investor: @grubhub, @zillow, @uber, @stitchfix, @nextdoor, @glassdoor, @hacker0x01, @solvhealth, @roverdotcom, @instawork Trustee @sfiscience abovethecrowd.com Joined April 2007-
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US Department of Commerce set to learn how open source works.
US Department of Commerce set to learn how open source works.
🎉 Instawork Co-founder and CEO, @sumirmeghani, was featured in the April issue of @Inc Magazine! Instawork uses #AI to seamlessly connect hourly workers with businesses in need of their skills, making it a great experience for everyone. #Innovation bit.ly/3W9RB0v
My conversation with @mjmauboussin and @bgurley on all things investing We cover: - AI - regulatory capture - the different types of increasing returns to scale - hardware - capital markets - working with extreme talent Bunch more Enjoy joincolossus.com/episodes/82708…
Bug bounty programs are one of the best ways to reward responsible security researchers for helping us better secure our customers. - Stephen Schmidt, Chief Security Officer, Amazon
Many leaders in the AI race prefer to speak solely in platitudes. I would bet on the player that is comfortable and capable of talking about the details. Must listen podcast w Zuck.
Many leaders in the AI race prefer to speak solely in platitudes. I would bet on the player that is comfortable and capable of talking about the details. Must listen podcast w Zuck.
I just recently found out that there is a large secondary market for cloud GPU credits. Question for the lazy web, are these prices above or below retail? I get the sense they are below. Which would imply we are clearly not “running out of compute.”
Thrilled to see the launch of Meta Llama3! Open-source models are a game changer for private & secure #AI. Super impressive to see the rate and pace of improvement. 🤝🚀 llama.meta.com/llama3/
Very well made argument. Risks of open source are way lower than risks of any one powerful actor owning the most capable model
Links.
IPOs & robotaxi. For the record, I disagree with @altcap on size you need to be public. Also suggest the late stage group of investors may be biased!! They want a non-jump ball bite at apple. Or one not controlled by banks. If you are at $100mm and growing nice you can IPO…
IPOs & robotaxi. For the record, I disagree with @altcap on size you need to be public. Also suggest the late stage group of investors may be biased!! They want a non-jump ball bite at apple. Or one not controlled by banks. If you are at $100mm and growing nice you can IPO…
Are we looking at the complete transformation of TX economy? According to US Commerce @SecRaimondo yes. With @Samsung getting $6.4B in fed grants to build semiconductor hub, she said TX is getting more than factory “This investment will quite literally transform central TX.”
Sources: Tesla is focused on building a giant Texas datacenter for its robotaxi project, which is now a top priority, after postponing work on a cheaper vehicle (@FredericLambert / Electrek) electrek.co/2024/04/15/tes… 📫 Subscribe: techmeme.com/newsletter?fro… techmeme.com/240415/p23#a24…
Aaron nails this - 100% worth reading. No decision happens in a vacuum; the other variables move in response. And most importantly, as @levie lays out here, competition is ever-present. en.wikipedia.org/wiki/Red_Queen…
Aaron nails this - 100% worth reading. No decision happens in a vacuum; the other variables move in response. And most importantly, as @levie lays out here, competition is ever-present. en.wikipedia.org/wiki/Red_Queen…
Regulation can kill innovation. See our new blog on how regulatory hurdles and anti-nuclear sentiment caused cost overruns of ~$345 billion in the development of US nuclear plants - rendering nuclear energy less cost-competitive than natural gas today. arkinv.st/4aHVkqu
This “Tesla” podcast is interesting in its positioning. Claims “Tesla” hurt itself by going to China. Two HUGE items left out. First, if BYD is a challenge for Tesla it’s a MASSIVE challenge for Ford/GM. This is never discussed. 2nd, Elon always said he wanted Tesla to kick…
Harry Stebbings @HarryStebbings
218K Followers 339 Following 🎤 @twentyminutevc, 🏦 @20vcfund @20SALES_vc, 😇 @PachamaInc @linear @theydohq @tripledotgames @merge_api @nexhealthhq @linktree_ @sorare @getcaptionsappPatrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”Jason ✨Be Kind✨ L.. @jasonlk
161K Followers 2K Following GET funded ➡ $150m https://t.co/AVvPIrIdFP🦄🦄🦄🦄🦄 LEARN SaaS ➡ https://t.co/X23R2qMajX JOIN us ▶ https://t.co/0cR8K6pxEI Founder/ceo #AdobeSignTurner Novak 🍌🧢 @TurnerNovak
167K Followers 3K Following investing in Pre-Seed + Seed rounds at @BananaCap_ podcasting @ThePeelPod writing @TheSplit_ (sign up below)Josh Wolfe @wolfejosh
150K Followers 7K Following Co-Founder @Lux_Capital | Trustee @SfiScience Santa Fe Inst | Chair @CiPrep Coney Island Prep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfeSheel Mohnot @pitdesi
117K Followers 3K Following Posting stuff I find interesting. Work: @btv_vc, leading pre/seed rounds of fintech cos. apply to our accelerator https://t.co/LSnRc5xYjD! Always up for adventure.Ryan Petersen @typesfast
185K Followers 1K Following Founder and CEO of Flexport, Venture Partner at Founders FundTren Griffin @trengriffin
97K Followers 543 Following I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.Gavin Baker @GavinSBaker
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124K Followers 990 Following Investment analyst at Third Point LLC since 1995. Former crypto enthusiast.Matt Turck @mattturck
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126K Followers 866 Following Founder - Altimeter Capital. Luck befalls the curious mind. Counting life in days and acts of kindness. Views here personal.Brent Beshore @BrentBeshore
116K Followers 1K Following @PermanentEquity // @CapitalCamp // @MainStSummit // Author of "The Messy Marketplace" // Former atheist who now follows JesusTweets from Zach Wein.. @zachweinberg
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93 Followers 319 Following God! Above all else. Contribute to society and pray always. My humble thoughts, hopefully serving others. Dios, Familia, Patria 🙏Andy Zhou @andyzhouu
139 Followers 269 Following @UniMelb ‘21 | Finance & Accounting background | Based in Melbourne | @Chartered_Accts candidateAshok Kumar Sharma @AshokforMath
20 Followers 169 Following Indian Lifestyle Follower | Spiritual seeker and activist | Investor and Trader | बेहिसाब हसरतें न पालिए, पहले जो मिला हैं उसे संभालिए |SolarInMASS @SolarInMaS
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8 Followers 343 FollowingBrent Stedema @brent694213
49 Followers 86 Following Former leopard gunner and air assault medic. Now intensive care nurse and ICT student at open university Netherlands. Metal head. Memento Mori💀Lynx @lynx_73
178 Followers 293 FollowingJoe Leung @JoeLeung721
29 Followers 402 Following Finance Director, Tajima Embroidery Machines Ltd. / Director, Sky Wealth (HK) Clean Energy Ltd / $TSLA investor / Model Y ownerJay @dreamadream2020
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198 Followers 666 FollowingTsk @tskeidjf
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154 Followers 274 FollowingMichal - Building wit.. @defymundane
1K Followers 511 Following 🏴☠️Taking action NOW to thrive (avoid being doomed?) in the Age of AI |💡@Mindfulway_ai | ✨Minimise regrets | 🗣️🇬🇧🇵🇱🇧🇷🇪🇸 | DM for inquiries 💌Famous O. Famous @iamfamousfamous
66 Followers 83 Following Product Manager, Full Stack Developer, UX/UI Designer, IT Specialist, Data Analyst, Project Manager, YouTube & PR Expert, Business Developer, Brand Strategist..f @f1359369178159
0 Followers 37 Followingistancutu @istancutu1
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1 Followers 108 FollowingKarl Psoroula @Birdybirdtweet1
235 Followers 3K Followingcontango.btc @IOTFinancial
1K Followers 4K Following Internet of Things Financial - Be your own bank #BitcoinJeso10 @jeso2410
241 Followers 1K Followinggreg @greg30924422
28 Followers 263 FollowingAS @AS3011705665881
6 Followers 200 FollowingLucille Chadwick @LucilleChad
2K Followers 1K Following she/deez. Here to witness the EV revolution. Unwoke. Control group.Eric Abrahamsson @AbrahamssonEric
597 Followers 3K Following Singapore - Stockholm - New York and bits and pieces of AfricaT @T1213489914223
2 Followers 48 FollowingHarry Stebbings @HarryStebbings
218K Followers 339 Following 🎤 @twentyminutevc, 🏦 @20vcfund @20SALES_vc, 😇 @PachamaInc @linear @theydohq @tripledotgames @merge_api @nexhealthhq @linktree_ @sorare @getcaptionsappPatrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”The All-In Podcast @theallinpod
345K Followers 6 Following @chamath, @jason, @davidsacks, and @friedberg cover all things economic, tech, political, social, and poker.Josh Wolfe @wolfejosh
150K Followers 7K Following Co-Founder @Lux_Capital | Trustee @SfiScience Santa Fe Inst | Chair @CiPrep Coney Island Prep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfeRyan Petersen @typesfast
185K Followers 1K Following Founder and CEO of Flexport, Venture Partner at Founders FundTren Griffin @trengriffin
97K Followers 543 Following I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9UDaniel S. Loeb @DanielSLoeb1
124K Followers 990 Following Investment analyst at Third Point LLC since 1995. Former crypto enthusiast.Brad Gerstner @altcap
126K Followers 866 Following Founder - Altimeter Capital. Luck befalls the curious mind. Counting life in days and acts of kindness. Views here personal.Semil @semil
124K Followers 989 Following Investor via @HaystackVC focused on seed-stage investments // Venture Partner w/ @LightspeedVPMike Maples, Jr @m2jr
84K Followers 7K Following Unearthing the mysteries of outlier startups. Partner @floodgatefund. Unabashedly grateful to live in the USA.Jeff Richards @jrichlive
54K Followers 2K Following Venture capitalist @notablecap, 2X founder, 4X dad, praying for @Dartmouth 🏀 return to Final Four *not investment advice *wrong often 🤞Tomasz Tunguz @ttunguz
98K Followers 216 Following Venture capitalist at @theoryvc. Student of Startups. Author of Winning with Data https://t.co/awOpZcRsC6. Author of https://t.co/IWw3R3RVLmMark Suster @msuster
332K Followers 2K Following 2x entrepreneur. Sold both companies (last to @salesforce). Now @UpfrontVC looking to invest in passionate entrepreneurs.Michael Mauboussin @mjmauboussin
135K Followers 347 Following Decisions, books, investing, mental models, complex adaptive systems, skill, luck. Adjunct Prof @Columbia_Biz and Chairman Emeritus of the Board @sfiscienceSabey Corporation @Sabey
219 Followers 195 Following Real estate development and investment company. Areas of focus include data center, medical and life sciences, education, government, and military sectors.Jeff Dean (@🏡) @JeffDean
296K Followers 6K Following Chief Scientist, Google DeepMind and Google Research. Co-designer/implementor of things like @TensorFlow, MapReduce, Bigtable, Spanner, Gemini .. (he/him)Dwarkesh Patel @dwarkesh_sp
54K Followers 700 Following Being pretrained Host of Dwarkesh Podcast https://t.co/3SXlu7fy6N https://t.co/rEhnfYywXY https://t.co/hQfIWdM1UnDiscovery to Impact @UTDiscoveries
3K Followers 1K Following The Discovery to Impact team brings @UTAustin research discoveries into the marketplace to impact the world.Gary Marcus @GaryMarcus
145K Followers 7K Following “A beacon of clarity”. Spoke at US Senate AI Oversight committee. Founder/CEO Geometric Intelligence (acq. by Uber). Rebooting AI & Taming Silicon Valley.Daniela Amodei @DanielaAmodei
6K Followers 300 Following President @AnthropicAI. Formerly @OpenAI, @Stripe, congressional staffer, global developmentandrewdudum @AndrewDudum
11K Followers 33 Following Founder & CEO $HIMS. Tweets on Human Rights & ClimateAndrej Karpathy @karpathy
977K Followers 904 Following 🧑🍳. Previously Director of AI @ Tesla, founding team @ OpenAI, CS231n/PhD @ Stanford. I like to train large deep neural nets 🧠🤖💥Mikhail Parakhin @MParakhin
17K Followers 21 FollowingAte-a-Pi @8teAPi
38K Followers 2K Following self aware neuron; historian from 2130; epistemic polluter; 95 yr old man;Sergey Fayfer @fayfers
449 Followers 201 Following head of mobile product @perplexity_ai • past: founder @getsayana (acquired by @headspace), head of product @myreplikaLandon @landon20s
6K Followers 998 Following chicago futurist. investing early @drivecapital and writing https://t.co/sJsiCf5IJbDante Ramos @danteramos
6K Followers 910 Following Senior editor @TheAtlantic @TheAtlIdeas, part-time Bostonian, urbanist blowhard. Always on the lookout for interesting voices and surprising arguments.Keith J. Krach @KeithJKrach
130K Followers 17K Following Chair @techdiplomacy; fmr Under Secretary of State; Chair/CEO DocuSign and Ariba; Chair Purdue Board; VP GM; Int'l Pres Sigma ChiRoku @Roku
245K Followers 997 Following We love TV just as much as you do. For support-related questions, tweet @RokuSupport.University of Austin @uaustinorg
34K Followers 105 Following A university dedicated to the fearless pursuit of truthJeremy Sylestine for .. @Jeremy4DA
1K Followers 108 Following Democratic candidate for Travis County District Attorney. Husband, father, member of Alabama-Coushatta Tribe, Texan, defense attorney, public servant.Pirate Wires @PirateWires
59K Followers 8 Following technology, politics, culture get the free daily newsletter 👉🏻 https://t.co/eAh13J2v0fSpaceX @SpaceX
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28K Followers 376 Following Vic Schaefer, University of Texas Head Women's Basketball CoachGiovanni Capriglione @VoteGiovanni
11K Followers 4K Following Texas State Representative HD 98 Colleyville, Grapevine, Keller, Southlake, Westlake, Trophy Club, Euless #txlegeDave Gerry @davegerryjr
1K Followers 3K Following #girldad x2. CEO @bugcrowd. Former WhiteHat Security, Sumo Logic & Veracode. Tweets are my own.Thomas Reiner @treiner5
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1K Followers 1K FollowingCamilla Hodgson @CamillaHodgson
6K Followers 3K Following San Francisco correspondent @FT 🌴covering Amazon, Microsoft, cloud and the gig economy / formerly covering climate 🔥🌍/ [email protected] Views my own.Zach Dell @ZachBDell
955 Followers 817 Following Building an energy company. Formerly @ThriveCapital @Blackstoneسلمان بن عب�.. @KingSalman
10.3M Followers 0 Following الحساب الرسمي لخادم الحرمين الشريفين الملك سلمان بن عبدالعزيز آل سعود، ملك المملكة العربية السعوديةEvolve Real Estate In.. @EvolvereCa
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167 Followers 203 Following FibroBiologics (Nasdaq: $FBLG) is a world leader in fibroblast technology to regenerate tissue and treat chronic diseases.JUST IN University of Minnesota police dismantled a terror camp, arrested, and charged students with trespassing. The school is also imposing a one-year ban on these students from campus.
BG: "I just think better when I write. You've heard this from others, but putting things down in a structured way and having to defend an argument." MM: "I find that teaching and writing and they're, to me, both very related, really compel thinking." joincolossus.com/episodes/82708…
Good work here @linakhanFTC 🫡
1. Today @FTC issued a final rule banning noncompetes for workers across the country. The rule will ensure that Americans have the freedom to pursue a new job, start a new business, or bring a new idea to market. ftc.gov/legal-library/…
Wanted to share a few quick thoughts on Q1 ahead of our investor call. Excited about all the progress. 2024 is shaping up to be another solid year and we’re on track to achieving our goal of building a great business. Thanks to all Spotify teams around the world for their…
Economic profit vs market cap: "Magnificent 7 specifically generated ~45% of the economic profit (return less cost of capital times invested capital) for the US stock market...the market caps...they got 25% or 30% & that was actually below their economic profit contribution"
🎉 Instawork Co-founder and CEO, @sumirmeghani, was featured in the April issue of @Inc Magazine! Instawork uses #AI to seamlessly connect hourly workers with businesses in need of their skills, making it a great experience for everyone. #Innovation bit.ly/3W9RB0v
My conversation with @mjmauboussin and @bgurley on all things investing We cover: - AI - regulatory capture - the different types of increasing returns to scale - hardware - capital markets - working with extreme talent Bunch more Enjoy joincolossus.com/episodes/82708…
As another FIRST season comes to a close, I am already looking forward to the ocean-themed 2024-2025 season: #FIRSTDIVE presented by @Qualcomm. Each year, I am impressed by the innovations developed by our teams & I can’t wait to see what this season holds hubs.ly/Q02sVCqK0
A natural, passionate and unique champion for nuclear energy as Miss America, @Grace_Stanke will continue that momentum while launching her professional journey in a full-time role at Constellation. constellationenergy.com/newsroom/2024/…
Cars, flying cars, climate change, and what’s the deal with titanium — these are some long form reads that are worth your time (and attention). I read them over the weekend. buff.ly/3Q93ArG
@bgurley I think the complicating factor here is that for large training runs, companies want thousands of H100s colocated in the same datacenter with InfiniBand. This significantly constrains the supply for this specific type of compute until we can figure out cross datacenter training.
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This is BambooAI using Groq: Llama 3-70B, analysing the Titanic dataset. It selects the agents, devises a plan, consults vector db, generates and debugs the code and executes it.... all in 13.97 seconds of LLM interaction time 🤗
Feeling the adrenaline pumping and pure passion for racing at the Chinese Grand Prix.
We couldn't have made such an amazing season happen without our #FIRSTvolunteers. From the bottom of our hearts, thank you for everything you do to help support FIRST programs! #NationalVolunteerMonth
BG2 Pod - more of our besties out there in the pod streets!! BG - Bill Gurley Brad Gerstner @bgurley @altcap @Jason Besties from our “home game” w pods: @Money23Green @chamath @DavidSacks @friedberg BG BG @andrewbogut @sundeep and Jason (Jason has 3-4 pods)
Bug bounty programs are one of the best ways to reward responsible security researchers for helping us better secure our customers. - Stephen Schmidt, Chief Security Officer, Amazon
@bgurley But the interesting part now is that with LLama3 we have a very capable open model.. so these same Cos can just use Llama3 + finetune and not deal with 3rd party APIs like OAI or Anthropic, so these GPUs can be used for inference instead of training
@bgurley It’s fairly easy microeconomics here on this one - there will always be a secondary market but the tell is price. If price is above market than demand greatly exceeds supply & price is the equalizer allowing those with supply to profit from the imbalance. Then in reverse if…