Aaron Levie @levie
Lead Magician (and CEO) at Box (@box); Huge ABBA fan. I don't fully endorse anything I say below. Go ☁ box.com Palo Alto Joined March 2007-
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The two biggest biases you’ll run into when doing a startup are from people that know *too* much: 1. This problem is already solved and doesn’t need a new solution 2. Every time this problem has been attempted to be solved it never works Sometimes you just need fresh eyes.
Generally speaking expect your hair to go gray at a rate of 10% per funding round, until you go public when the rest turns gray after your first earnings call.
Generally speaking expect your hair to go gray at a rate of 10% per funding round, until you go public when the rest turns gray after your first earnings call.
Fun fact: during Box’s Series B we were in the midst of pivoting to the enterprise, with an untested freemium model, and running out of runway. The strategy was speculative. Every partner we pitched passed, but one associate (@mamoonha) fought to push the deal through, saving us.
What a glorious time it is in the tech industry that there’s a raging debate on what level of investor you should be pitching. These are first world problems. Back in my day we’d pitch you if you had a working email address.
It is insane that just 18 months ago the state of the art AI model had a 4K token limit, and today state of the art can reach 1M tokens. There are essentially no examples in history of a technology improving at a rate of 250X in under 2 years.
Oh god “delve” is now stuck in my head and I’m probably going to start using it in like every 3rd sentence.
One of the most common concerns about AI is the risk that it takes a meaningful portion of jobs that humans currently do, leading to major economic dislocation. Often these headlines come out of economic studies that look at various job functions and estimate the impact that AI…
One thing that we think a lot about at Box is how you build software for the future of AI when you have rapid advancements in what's state of the art. Every day, there are brand new AI models that perform better than the last, and we're witnessing a never ending race to lower AI…
Incredibly, when enterprises share the outcomes they want from AI, the answer is increasingly moving from “that will soon be possible” to “that is now possible”. The rate that AI costs are dropping and model quality is improving makes infinitely more ideas viable.
Steps for disrupting a market: 1. Find a market that is unnecessarily constrained due to the cost or complexity of legacy solutions. 2. Deliver a simpler, more integrated solution, and you will increase the size of the market by 10X. 3. Find the next problem and repeat.
Imagine being alive during GameStop and then coming to the conclusion that Reddit is the next stock to short. h/t @nikitabier
This is the most important graphic in business. Misunderstand it at your peril.
The main lesson in software is to go after markets that are artificially constrained by bad tech. When you build something far simpler or more integrated than was offered before, you will invariably expand the market size by an order of magnitude.
At Box, we’re fundamentally believers that AI will drive productivity and growth for businesses, and will ultimately be a net boon for jobs in the long-run.
Truly the craziest thing of all time
Truly crazy. Stocks go up and down year to year, so you’d pay taxes on money you never made. And this directly disincentives startup formation. The innovation economy thrives on illiquid stock, so people would need massive debt to pay taxes for gains that haven’t yet happened.
Truly crazy. Stocks go up and down year to year, so you’d pay taxes on money you never made. And this directly disincentives startup formation. The innovation economy thrives on illiquid stock, so people would need massive debt to pay taxes for gains that haven’t yet happened.
The first Intel chip just 50 years ago had 2,300 transistors. NVIDIA’s new GPU has 208 billion transistors. The pace of technology advancement is amazing.
When we got the idea for Box in 2004, we researched all the ways you could store and share files online and found literally none had a modern approach. It was like discovering a secret hiding in plain sight. When you find one of these, throw everything you’ve got at it.
Nikita Bier @nikitabier
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Suhail @Suhail
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Garry Tan 💥♻️ .. @garrytan
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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 #AdobeSign
Harry Stebbings @HarryStebbings
216K Followers 339 Following 🎤 @twentyminutevc, 🏦 @20vcfund @20SALES_vc, 😇 @PachamaInc @linear @theydohq @tripledotgames @merge_api @nexhealthhq @linktree_ @sorare @getcaptionsapp
Alexandr Wang @alexandr_wang
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Turner Novak 🍌🧢 @TurnerNovak
167K Followers 3K Following investing in Pre-Seed + Seed rounds at @BananaCap_ podcasting @ThePeelPod writing @TheSplit_ (sign up below)
Sheel Mohnot @pitdesi
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Lenny Rachitsky @lennysan
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Tweets from Zach Wein.. @zachweinberg
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84 Followers 2K Following amateur crypto trader/researcher trying to figure it out. retweets not endorsements
itxBashirahmad @IMIkhanpti
6K Followers 43 Following I love Allah, Muhammad(SWAS) & مرشد💝عمران خان❤️ Fan of IMRAN KHAN ❤️
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ChatterSpout @chatterspout
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AIpowers Top NFT @plantidplanapp
129 Followers 894 Following Maximize your NFT sales with #AIpowers! 🚀 From creation to cash-out, our 7-step strategy ensures a seamless journey and sustainable revenue. Dive in now! #NFTs
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4 Followers 359 Following The biggest challenge in life is being yourself… In a world trying to make you like everyone else.
Shinya KATAOKA @shinyakataoka
736 Followers 613 Following ← メルカリ←トラボックスCEO←メルカリUS/JP/メルペイ ←フリークアウト←GREE US/JP
🧙♂️ Matthia.. @MendeMatthias11
54 Followers 266 Following 💓 Blockchain, Innovation & Burning Man 🔥 Building: @BonuzMarket CoFounder: Dubai Blockchain Center
Sushil Dhakal @SushilDhak7057
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Oliver Howells @0liverHowells
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Ubele Prosper @UbeleP628
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dominic dyer @domdyer70
83K Followers 20K Following Wildlife protection, animal welfare & environment campaigner, writer Chair of Nature 2030 Liberal Democrat Parliamentary Candidate Buckingham & Bletchley
... @_bmporter_
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Kenneth @kenc1771
90 Followers 205 Following Building Ex: @lathamwatkins, Point72, @harvard_law, @UniofOxford
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18 Followers 389 Following This account about online shopping products from Amazon and AliExpress.The products are high rating review, new release and best sellers products On Amazon
Henry_pick2 @Henry_picks3
107 Followers 1K Following United Kingdom Most Popular Sports Betting Team Specialized Bet Analysts Team (+/- 8 yrs of Experience) Responsible Gambling Join Us ⬇️⬇️
aticoursrel1970 @aticoursre39843
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badou basse @BadaraBasse
119 Followers 933 Following #entreprenariat # bizdev # marketing# growth hacking # business # sales
Chanonpat Patanapimol.. @ChanonpatH58964
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Alex @du_de1
270 Followers 822 Following
Nikita Bier @nikitabier
320K Followers 2K Following I make apps grow really fast. founder @gasappteam (acq by discord), ex-founder @thetbhapp (acq by facebook), ex-new products @meta
Suhail @Suhail
294K Followers 465 Following Founder: @playground_ai, @mixpanel Pizzatarian, programmer, music maker
Garry Tan 💥♻️ .. @garrytan
431K Followers 4K Following President & CEO @ycombinator —Founder @Initialized—PM/designer/engineer who helps founders—YouTuber—San Franciscan—boom looper—Accelerate human abundance
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 #AdobeSign
Alexandr Wang @alexandr_wang
141K Followers 696 Following ceo at @scale_ai. rational in the fullness of time
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665K Followers 2K Following VC @benchmark, Investor: @grubhub, @zillow, @uber, @stitchfix, @nextdoor, @glassdoor, @hacker0x01, @solvhealth, @roverdotcom, @instawork Trustee @sfiscience
Turner Novak 🍌🧢 @TurnerNovak
167K Followers 3K Following investing in Pre-Seed + Seed rounds at @BananaCap_ podcasting @ThePeelPod writing @TheSplit_ (sign up below)
Michael Seibel @mwseibel
214K Followers 0 Following Partner at YC and Managing Director of YC Early Stage @ycombinator [email protected]
Tweets from Zach Wein.. @zachweinberg
59K Followers 349 Following I do healthcare & tech stuff. Founder of https://t.co/uJTXjZVNJt, Flatiron Health (acq @Roche~$2b) & Invite Media (acq @Google~$81m). Invest @ https://t.co/2D00yW2Be4
Jack Altman @jaltma
76K Followers 412 Following Investing at Alt Capital. Founder and chairman of Lattice.
Steven Sinofsky @stevesi
208K Followers 6K Following ॐ • Subscribe to https://t.co/HO6BEn7SN1 • delving • seed investing • writing • everlaw boxhq tanium w/a16z… •📷• ॐ •🙏• tweets kept 90 days • 🇮🇱
scott belsky @scottbelsky
130K Followers 2K Following helping the creative world make ideas happen. founder @behance, strategy/product/design @adobe, author, angel in startups the world needs. product obsessive.
Ben Thompson @benthompson
239K Followers 2K Following Author/Founder of @stratechery. Host of @ditheringfm @sharptechpod. @notechben for sports. @monkbent on other networks. Home on the Internet.
dharmesh @dharmesh
320K Followers 731 Following Co-founder/CTO, HubSpot. Mission: Help millions grow better. Write articles about startups, scaleups and growth at https://t.co/OOZjd773nV (free subscription).
Stewart Butterfield @stewart
141K Followers 3K Following Slack boss • Flickr co-founder • Thought loser • ¯\_(ツ)_/¯ • I'm trying my hardest!
Arthur Mensch @arthurmensch
40K Followers 868 Following Co-founder and CEO @MistralAI. Apply https://t.co/yHGRZAtjcx
Paul Daugherty @pauldaugh
30K Followers 435 Following Chief Technology & Innovation Officer @ Accenture. Author “Human + Machine: Reimagining Work in the Age of AI”. Views, opinions my own.
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5K Followers 227 Following Deloitte Global CEO. Devoted husband and father of 2. USC alum. East coast resident, West coast at heart! All views are my own. @Deloitte
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2.2M Followers 223 Following Former Executive Chairman & CEO and tweets from Schmidt Foundation
Palmer Luckey @PalmerLuckey
217K Followers 2K Following I am a technology enthusiast, writer, and modder. Founder of ModRetro, @Oculus VR, and @Anduriltech. Keeping American superheroes safe with autonomous systems.
John Carmack @ID_AA_Carmack
1.1M Followers 244 Following AGI at Keen Technologies, former CTO Oculus VR, Founder Id Software and Armadillo Aerospace
Daniel Lurie 丹尼�.. @DanielLurie
7K Followers 440 Following Running to serve as Mayor of San Francisco in 2024. It’s time for a new era of accountable leadership.
Matt Grimm @mttgrmm
10K Followers 750 Following Co-founder @anduriltech. Prev: VC at Mithril, BD @PalantirTech. Also: husband to perfect wife; father to three human children and one fur baby.
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125K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
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126K Followers 857 Following Founder - Altimeter Capital. Luck befalls the curious mind. Counting life in days and acts of kindness. Views here personal.
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martin_casado @martin_casado
49K Followers 2K Following GP @ a16z ... questionable heuristics in a grossly underdetermined world
sam lessin 🏴☠.. @lessin
49K Followers 459 Following Intern @theinformation. GP @slow. Fmr VP Product Facebook. co-founder dropio and fin. https://t.co/N6JqjBvF1o
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39K Followers 118 Following Leader, innovator, convener. Champion of SkillsFirst to create more jobs for more people. Former Chairman and CEO, IBM. Co-Chair @OneTen. Author of Good Power.
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30K Followers 834 Following CEO of @confluentinc (https://t.co/fKQHUe4nIJ). Co-creator of @apachekafka. Sí se puede.
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Kyle Vogt @kvogt
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Daily AI Papers @papers_daily
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clem 🤗 @ClementDelangue
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339K Followers 188 Following The AI community building the future. https://t.co/VkRPD0VKaZ #BlackLivesMatter #stopasianhate
AK @_akhaliq
307K Followers 3K Following AI research paper tweets, ML @Gradio (acq. by @HuggingFace 🤗) dm for promo follow on Hugging Face: https://t.co/q2Qoey80Gx
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Ilya Sutskever @ilyasut
370K Followers 2 Following towards a plurality of humanity loving AGIs @openai
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And then there is Monday’ newspaper. “May it be a light to you in dark places, when all other lights go out.” — Galadriel
Google employees are actively occupying the California office of Google Cloud CEO Thomas Kurian and refusing to leave until the company stops doing business with Israel, video live-streamed by the employees shows. My latest: dailywire.com/news/google-em…
Fintech Bounce: Khosla Ventures and Founders Fund plan to invest in corporate card startup Ramp at a valuation 36% higher than last year's. theinformation.com/articles/ramps… From @nmasc_ and @KateClarkTweets.
@collision I remembering meeting you way back in 2011 in that booth!
Before Stripe had a real office, our "conference room" was Fraiche Yoghurt on Emerson Street in Palo Alto. We took our customer and investor meetings in the cosy private booth there. When we saw them closing down the store, we asked could we have the booth and they said sure!
If you got stuck in traffic because of these protests, it looks like you might be the victim of false imprisonment If you got stuck on the bridge, contact the CHP with your story so they can charge the protestors and hold them to account
My statement following yesterday's Golden Gate Bridge demonstrations. The @SFDAOffice is committed to ensuring that SF is safe for everyone who lives in & enters our city. While we must protect avenues for free speech, the exercise of free speech cannot compromise public safety.
@elonmusk Prompting doesn’t back propagate. It’s actually RLHF.
Whoa, I just realized that raising a kid is basically 18 years of prompt engineering 🤯
The blueprint for knowledge apps
@TurnerNovak @ThePeelPod @celinehalioua @eladgil @levie Aren't these kinds of announcements best communicated in a coachella-like poster?
Fortune settles the VC Associates debate once and for all ⚔️ Written by @agarfinks with commentary from @adcock_brett @levie @findporpoise @someshdash and others. tinyurl.com/4eaan6xp
It seems Elon Musk is going all-in on AI, robotics & Robotaxi. Tesla is definitely more than just a car company 🤖
@WholeMarsBlog Not quite betting the company, but going balls to the wall for autonomy is a blindingly obvious move. Everything else is like variations on a horse carriage.
People are getting really creative with their resignation letters?!
Google employees are actively occupying the California office of Google Cloud CEO Thomas Kurian and refusing to leave until the company stops doing business with Israel, video live-streamed by the employees shows. My latest: dailywire.com/news/google-em…
Weak US leadership leads to dangerous outcomes. The Select Committee on the CCP just released its report on China's involvement in the Fentanyl crisis; it is something of an eye opener. Key findings are damning; the CCP is actively sponsoring criminal activity.🧵
New: Mistral seeks $5B valuation just a few months after getting $2B. Funding action at the head of the LLM race continues unabated. theinformation.com/articles/mistr… by @KateClarkTweets
It’s possible we’re all wrong — but as a longtime skeptic convinced by recent research breakthroughs, I’m finally incredibly excited for intelligent, more capable robots to get rapidly deployed into home, business and industrial settings over the next five years 🌟
Message from a friend: “Canada has heard rumors about innovation and is determined to will leave no stone unturned in deterring it”
Bad day for Entrepreneurship in Canada 🇨🇦👎. Capital gains tax rate is increasing from a 50% inclusion to 66%. This increases the net capital gains tax rate from 27% to 36%... Compared to the US which has a 20% capital gains tax rate (+ major incentives like QSBS) In my…
Also the worst @BenStiller which we will take. Vote for us however you feel! We are in first place, but by a hair!
I listen to no other business podcasts but this is definitely the best.
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