scout @a16z | analyst @TBPN | Z Fellow | future Emperor of the High Galaxies and purveyor of the Techno-Conservative Golden Age
probably some NYU baddie’s apt
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> see AI for CAD startup
> check profile
> YC w25
> check team
> no engineers
> mfw :0
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Fucked a bad bitch in Tel Aviv
She had braces
Still gave bomb head
Call that Iron Dome
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Founders Fund success is really impressive. I haven’t seen a determined group of gay Christian men achieve as much since the Jesuits.
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Boom Aero employees: 50
Archer employees: 5000
Only one of them has built a supersonic vehicle
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Keith Rabois still banging the Miami drum reminds me of the Japanese soldiers in WW2 that stayed in the jungle for decades after the war, still thinking the war was ongoing.
Picture this. The year is 2042. The Hyperamerican Kingdom has fallen after the Yarvinian Uprising. It’s full on civil war. America has fallen. There is no functional government. But an aged Keith Rabois continues to shoe-horn Miami into every single conversation like a hammer looking for a nail. He believes it to be America’s only path to salvation.
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I'm calling BS. You are not sifting through 2000 pitch decks and meetings for every 1 startup you fund.
Your deal flow is not good enough for this to be true.
Top tier firms will fund 0.05 - 0.15% of companies who try to raise from them. In comparison: Harvard's acceptance rate is 3%. This shit is hard.
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Not even gonna try come up with a funny caption for this one. We all know this is a retarded take
Alexandr Wang is the next Elon Musk.
At 19, he built Scale AI and became the world’s youngest self-made billionaire ($7.3B).
Now, OpenAI and Microsoft beg for his service.
Here’s how a teenager revolutionized AI & built a billion-dollar empire: 🧵
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Startup founder Sam Altman “furious” claiming Bonnie Blue STOLE his idea to sleep with 1000 men in 24 hours.
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Insiders are telling me they spent the whole YC check on this video render. If you ask me, that's the smartest way of spending their seed check since fusion research hasn't gotten us much anywhere in the past decade.
🚢@MaritimeFusion is building fusion reactors for ships, bridging the gap between breakeven fusion and a commercially viable product.
ycombinator.com/launches/Mrt…
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I would kill to work at a16z too
SCOOP: Daniel Penny Gets Hired by Andreessen Horowitz
“Daniel acted with courage in a tough situation,” said @a16z partner @davidu in a statement explaining the hire.
thefp.com/p/exclusive-daniel…
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YC hard tech companies budget:
60% for animation studio for renders
20% @jasonjoyride video
10% japan flights
10% salaries
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YOU THINK THOMAS EDISON WENT ASKING IF PEOPLE WANTED LIGHTBULBS BEFORE INVENTING THEM??
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If Brett Adcock can raise money still
So can you. never kill yourself
Figure (Humanoid robots) reportedly raising at a $39.5B valuation.
Frothy!
No classic VC funds are invested in this company🤔
Align and Parkway are supposedly leading this round but their last funds were $35M and $20M afaik, so must be SPV’s but that is a LOT of $$ 🤔
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I love Ramp so much that I broke with my ex girlfriend because she used someone else for expense management
call that my Brex
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Pedophiles are using this symbol to identify each other in San Francisco. Please be aware the next time you see it displayed in the city. Parents beware.
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2 years ago, I shared lessons from hitting $100M… Today, we’re at $1B run rate and profitable; the fastest-growing company in YC history 🔥
The Founder Playbooks of the past decade need to be rewritten. As Co-Founder of Deel I want to share more of how we got here… 👇
Founders are often told to hire a VP of Sales, then get out of the way.
What founders misunderstand is that sales isn’t something to delegate. It’s a shared responsibility.
It’s why I took on revenue head-first as CRO – not a standard founder move.
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Young men, please do not spend your Friday and Saturday nights alone. You are only young once. Live with vitality, motion and joie de vivre. Rally a crew, pregame, talk shit, go out, be boisterous, try talk to a woman or two, have a drink, bum a cigarette, make memories, make mistakes and see where the night takes you. Staying in is a rejection of all the beautiful opportunities available to you. Go out and have fun. Don’t spend your nights inside and alone. You’ll regret it someday if you do.
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Don’t ask a woman her age
Don’t ask and a man his salary
Don’t ask a twitter VC if they actually have a fund to deploy from
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“So his name is Palmer Luckey, and basically he’s like a real life Iron Man. They just set up this facility in Ohio that’s going to completely change how warfare is waged by the US Military. Yeah, he does actually look a bit weird but we like him that way.”
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Too many of you people have gotten one shotted by manufacturing. Sure it’s important, but it is not a venture scalable business. Look at the top startups in the space, even they are pivoting to software solutions.
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Alright no more posting “REINDUSTRIALIZE” until you make at least 1000 dollars manufacturing something
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My biggest fear as a YC company would be my group partner tweeting something dumb
Rocketable is building the first 1 person $1B company.
The plan is simple: buy up software companies, fire all the employees and replace them with AI agents.
Literally the most AGI pilled idea I have heard.
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Don’t worry. This anon has a list of all the signatories.
Big names here are Khosla, Greylock, Kleiner Perkins, General Catalyst, USV, Mark Cuban, Lightspeed etc.
Founders; take note and act accordingly.
I think it's a little funny that the VCs for Kamala scrubbed their names from the pledge on the internet
vcsforkamala.org/
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A Manifesto for Escaping the MVP Industrial Complex //
The startup-industrial complex is strangling our minds, our souls, and our seed rounds. Under the guise of innovation, it has entrapped the would-be visionary in a prison of perpetual pivots, vanity metrics, and fake traction.
The ideology of “The Lean Startup”, with its pious Minimum Viable Product and relentless Customer Discovery, has become the Holy Scripture of the techno-optimist, replacing risk with spreadsheet models, and true genius with A/B testing.
We must reject this tyranny.
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>be me, unwashed genius
>got the startup bug
>go to this fucked up sorting hat ceremony for tech bros
>hat's ancient, looks like it's survived a thousand hackathons
>best friend gets YC to build a gpt wrapper
>guy in front of me assigned Thiel Fellowship
>my turn
>nervous.exe
>hat finally stops spinning
>"Z FELLOWS"
>mfw
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Base Power and @MichaelDell give me hope for my future billionaire trust fund sons
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Augustus Doricko, do you think we forgot about this picture? Have you been to Epsteins Island? Is this how you rigged the election? #StopTheSteal
The 2024 Breakout Poster of the Year Award...
The nominees are:
@signulll
@iamgingertrash
@shaunmmaguire
@wordgrammer
@BasedBaronT
@ADoricko
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Some personal news: After four years working on safety across @openai, I left in mid-November. It was a wild ride with lots of chapters. I’m excited to now be joining DeepSeek to work on censorship and social engineering!
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How many homeless people do I need to kill to get made partner @pmarca
SCOOP: Daniel Penny Gets Hired by Andreessen Horowitz
“Daniel acted with courage in a tough situation,” said @a16z partner @davidu in a statement explaining the hire.
thefp.com/p/exclusive-daniel…
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Wild that there was no productivity drop in SF with all these impactful folks missing in Dubai this week.
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Wait till the media finds out what they let guys in their 20s do in SF
Billions of dollars without a board member in sight changing the world
Get lost boomers
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One thing B2B SaaS bros have going for them is that their product is fundamentally uninteresting so all of their dopamine has to come from getting money. So they get rich. One trap I see many hard tech founders falling into is they forget to make money.
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Kids, when your favorite VCs start to use your lingo, it’s time to move on.
Out:
-Cracked
-Oneshotted
-Based
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Early reports are saying this fire was started by the Gundo boys in an attempt to create some business for Rainmaker
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Remember the Soylent guy?? This is him now
Today, Technology Brothers (@techbrospod) is officially launching.
The results of our beta test have been nothing short of staggering.
Here’s our roadmap for next year:
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I don't know what this means but Docusign 1.0 is up 9% on this news
DocuSign 2.0
@mwseibel
There is an opportunity with AI to finally make the process of filling out and signing documents delightful.
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Them now. Feel old yet?
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It really isn’t helping the silicon valley “mafia” allegations when you all are putting your ages in your email headers like you are Thai mail order brides
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Petition for Ross Ulbricht to join @pmfordie to run back Silk Road
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I was going to hate on the tariffs but then Palmer Luckey and simp 4 satoshi told me it would be okay
Yay ❤️
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I’m coming out. It’s too much to keep to myself, and I can’t keep hiding from the world. I don’t care who knows anymore - I’m coming out as a ZFellow
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The american dream isn’t chasing the bag. It’s getting married and a house and living in a community. You can chase the bag if you want but that’s not the ethos of our great nation. Life has more meaning than being a bug. Idc if you’re a founder or employee because you’re still a bug in the system. And yeah if you win you have a golden ticket out. But fuck off if you think that we need to optimize our economic output. That’s not what makes us great.
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We don’t need more manufacturing. Why would we want to subjugate our population to such a demeaning task? There’s a reason we outsourced.
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Ah fuck im sorry @mwseibel i promise i will stop making fun of your moonshot investments if you make whatever the fuck this is go away
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Too many companies are automating their employees. The contrarian thing is to automate your customers.
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Silicon Valley is not driven by greed. It is driven by clout. This is not a bad thing. Once you get it, it all makes sense.
Why do founders start companies? Clout
Why do VCs invest? Clout
Why do employees take jobs? Clout
Sure you may think that everyone wants money, but if we are honest with ourselves for just one moment, we realize we are all too rich for that. We live in a post-scarcity society. The only scarce resource is clout.
Some of you will try to pretend it’s not, and build/invest/work to provide shareholder value. But what about your LPs?? They are investing for clout! If they wanted actual returns they would put their capital in the S&P 500. They’re bored and they want the clout of having invested in the most clouted companies.
Follow the clout anon and you will see the future.
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New experience just dropped
“Do cocaine with the founder of Airbnb and his three golden retrievers”
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Lots of talk about the a16z American Dynamism fund but lest we forget about the a16z Cultural Leadership Fund.
They were hedged for a Harris presidency.
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We’re excited to announce that we have been chosen be part of the A16Z American Dynamism 50.
a16z.com/american-dynamism-5…
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There is no one more pretentious than a 20 something year old Anduril engineer that says he works at a startup.
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Burn your cohort t-shirt.
Delete your Stripe test keys.
Close your Mixpanel dashboard.
And build something real. Or at least something gloriously dumb.
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This is actually really similar to the conversation I had with @johncoogan before I led the @techbrospod pre-seed a few months back
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VCs: If you dunk on deep tech grifters, you will gain respect in the circles where people are actually building real things
Also they are free clout, take advantage and boost your distribution channels.
GPs: Deep tech founders notice when VCs dunk on other Deep Tech founders.
Dunks seem basically like free clout pre public announcement of tech inflection milestone.
The hidden cost is you'll burn bridges with founders you won't ever get to meet.
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Consider for a second what % of even the most successful startups actually improve society. Some startups straight up promote vices but most are just straight up irrelevant for society.
Go down the list of funded companies and imagine they are at their successful end. Who is actually making the world better?
Fuck a click through rate. Do something meaningful.
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The genius of @bangerarchive is that all the posts are memetically filtered for doing numbers. Its free money
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PRE-SEED ANNOUNCEMENT
Delighted to announce that the @techbrospod have led a $100m pre-seed at a $1b post in Based Baron LLC. @LandsharkRides, @WillManidis and others participated in this heavily oversubscribed round. I am delighted to have reached 200 followers in just a few weeks. A new record on this platform. Excited to work with these new partners and have @jordihays and @johncoogan on the board for the next phase in my page’s success.
ENDS
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Dive Robotics was a great acquisition. I foresee Anduril speedrunning acquiring more great defense tech startups in the next year. Ideally TRL 6/7, and merging into their own production capabilities at Arsenal 1.
Will be interesting to see if this results in a mode closer to biotech in which startups develop their therapeutics/drugs through phase 1 and are then acquired by a major firm capable of phase 2+ and regulatory approval (government sales in def tech case)
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Startups often forget that the only customer they really have is investors. You sell equity. ARR and product is just marketing for your equity.
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Get off the coattails all you free riding VCs. This is as bad as when I saw a Fund deck showing which founders followed them on X.
One of the coolest things about being a DeepTech VC is that I get to know some absolute beast founders that’ll be household names in 10 years and watch them build their dreams. A privilege and an honor.
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Credit where credit is due. @drydenwtbrown deserves to be governor of Greenland when we take it.
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