Founder, Managing Partner @Bedrock
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- Following 1,187
- Followers 53,864
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“Esālat” is the Persian word for authenticity, backbone, and nobility.
You either have it or you don’t.
اصالت
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If fully vaccinated people get and transmit Covid explain to me why vaccine passports make sense
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wanted: mckinsey but for helping companies undo/reverse whatever mckinsey recommended over the past thirty years. will fund.
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COVID as a potentially debilitating virus remains.
COVID as a debilitating psychosocial phenomenon ended just now.
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Yesterday, me to friend: "Hold your airbnb shares. Do not sell. It will be a $100B company in 1-2 years."
Today: airbnb is a $100B company.
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Someone somewhere has spent the past decade doing nothing but cost averaging into BTC, binge watching porn, and binge eating Cheetos. They are now loaded.
There’s more to life than money.
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1,500+ @nytimes articles on Banksy respected his pseudonymity,
because art.
1 article on @slatestarcodex cannot, because smart.
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I graduated college 15 years ago. As of today, I feel full wholly free to invest only in endeavors I care about profoundly, and work only with people I want to be around for life.
Pro tip for youngsters: Get to this point as fast as you can! I was a little slow.
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The lucky man says it’s smarts.
The unlucky man says it’s luck.
The smart man says nothing.
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On March 3rd, I dined at the Four Seasons NY and the maitre d gently asked me to stop wiping my silverware and table down with Clorox wipes, fearing I was alarming other patrons.
Today, the Four Seasons NY is a dormitory for medical staff.
The Four Seasons Hotel on 57th Street will provide FREE lodging to doctors, nurses & medical personnel currently working to respond to the #COVID19 pandemic.
Thank you @FourSeasons.
The first of many hotels we hope will make their rooms available.
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I’ve been in COVID-19 prepper mode for 2 months.
Today omw to get gas and water, I turned a sharp corner and was met w/ a deer. Swerved off road to avoid hitting it. Car almost flipped. Life flashed before my eyes, but no injuries.
Life is fragile. Can’t prep for everything.
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Some of the most generative people on earth will be leaving California - and perhaps even America - over the next 12 months.
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$1000 USD of BTC purchased a decade ago would be worth approximately $100,000,000 today.
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10 years ago today, with $0 to my name, I quit my job to start a startup — with the backing of my then-boss. I don’t think things would have worked out this way for me anywhere but the USA.
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When I was a fresh founder, Steve Jobs held open a door for me in the Fifth & Mission garage. We’d never met. He smiled. I smiled. And we made the most exquisite eye contact. I began to imagine that he believed in me. Sometimes just imagining someone believes in you is enough.
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Best investing lesson I learned from Peter Thiel: Valuations are best considered as a discount on the future vs. a premium on the past.
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Many disasters need not be politicized.
The Los Angeles fires MUST be politicized.
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I hate having to pick sides. I hate culture wars. I frankly have zero natural interest in politics.
But California needs to hard pivot away from its current governance at all levels as fast as possible.
Fires don’t care about your pronouns.
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In 10 years we'll look back on this as an epic f u power move from Travis.
CloudKitchens may very well eat UberEats [ +20% of Uber 'gross bookings'] and then keep going...
wsj.com/articles/uber-co-fou…
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SENATOR A: quick question should we sneak a bomb to destroy American defi into the infra bill last min?
SENATOR B: wtf is defi?
SENATOR A: big banks who give us money hate it
SENATOR B: ok def
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Two things are true. (1) Jason has the right to run his business however he wants. (2) The below is absolute, total, 100% BS.
Giving out equity in startups benefits ownership way more than employees. It allows the owners to push employees harder and harder because “you’ve got skin in the game now… you’re an owner.” No you aren’t. Owning less than 1% of anything isn’t ownership.
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No way to prove with quantitive data, but a shockingly high percentage of people have actually gone totally insane over the past few years.
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I’m busy packing as much love, joy, and beauty into my life as is humanly possible — now more than ever, as I fear we are dangerously close to an ahistorical precipice none of us can understand.
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Journaling w/ pen and paper each night for 10 min or so before bed is the single most postive sleep quality intervention I’ve implemented in life (10x better than meditation).
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I think we millennials are finally so collectively sick of bullshit that just being bluntly honest is a massive comparative advantage today in all contexts.
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Only possible in America: “Mach Industries, founded by 21-year-old Ethan Thornton, lands US Army contract, builds weapons factory”
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The current market is minting tens of thousands of liquid employee millionaires owning <1/100th of 1% of equity in their employers.
Hopefully it’s the death knell of cruel and exploitative anti-equity advocacy.
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You learn several insane things about the world that only other entrepreneurs can understand when you build something from nothing.
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Lyft driver to a friend en route from O’hare into Chicago: “I’ve got to get gas now all the gas stations downtown are closed. You should make sure to eat before going into the city.”
Orange sky moments are all around us. Open your eyes.
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I once begged a college classmate for an invite to the McKinsey Party at Davos.
How young I was. How naive I was about what actually mattered in the world; how unaware I was of what is actually good.
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There is an extremely unhinged and perhaps demonic energy in the air in both San Francisco and New York these days.
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Thinking of all the personal angel investments I wouldn't have been able to make if the top capital gains rate had been 48% when I sold my startup and finally got out of borderline-bankruptcy credit card debt in 2011.
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Sorta sad we live in a world where @elonmusk had to do what basically amounts to a "proof of sanity" podcast with Rogan because of a few awesome tweets
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World Health Organization - @WHO - operates a fraudulent and dangerous narrative mirage.
Advancing their “”diplomatic aims”” = Lies and obfuscation to the public on COVID-19 from Day 1.
They are a political org, not a health org.
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If you ever catch yourself feeling compelled to lower your morals in order to interface with someone or something, stop. Wish it a very lovely life, and briskly walk in the opposite direction.
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Things worth owning;
1. A farm in a remote locale.
World’s gonna get super wild. Peace out, and love to all.
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Love ya @ShaanVP but my physical life is worth more to me than my digital life — in this moment, and always.
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My career tip for the day: Every major career decision I’ve made seemed like a bad one to those closest to me at the time I made it (starting w/P&G in 2004 over a top tier consulting firm because I wanted my green card and they’d sponsor 🇨🇦)
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if you have ~$100k+ liquid, and you want to keep it; congrats, you get to moonlight as a hedge fund manager for the indefinite future
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If you tracked into startups or vc because they are prestigious (as they’ve been for like a decade), now is a good time to offramp.
In the years to come, we’re going to find out precisely who is real and what is real.
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Increasingly believe the next mega platform is @OpenAI.
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Yes, VC is now commodity.
Personality and critical thinking skills in an investor remain rare.
Lead with vibe.
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Biggest example of genuine VC value add I’ve seen in my lifetime is @a16z with helping @joinClubhouse breakout.
Zero doubt their media endeavors will be hugely successful.
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From houses to startups, we’re at a moment in time where nobody knows what anything should be priced at.
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We're pleased to share that @Bedrock has closed a $350 Million Fund II to support our search for narrative violations link.medium.com/Y8ISPMnrMX
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The pendulum has swung too far toward efficiency. Efficiency is a tool, not an end. We are due for a correction back toward humanity.
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Eric Schmidt is incorrect.
Eric Schmidt makes a smart point: The pandemic could actually be great for commercial real-estate, because companies will want MORE office space, not less, as they redesign offices to support social distancing. businessinsider.com/eric-sch…
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If $8,049 <= 1% of your liquid net worth and you don’t yet have BTC exposure; buying 1 BTC right now and HODLing is probably not a bad idea. *Disclaimer: This is not financial advice*
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To be clear, I was strongly in favor of a far stricter lockdown and border closure earlier on in the US. But at this point in CA, closing outdoor dining entirely is absolutely demented.
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She gets the problem dead right.
She gets the solution dead wrong.
$1.5 trillion is now tied up in student debt. It is destroying lives and it's a drag on our whole economy.
We need transformative change. It's time to eliminate all student debt and guarantee debt and tuition-free public colleges.
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it would be in the public interest for news organizations to somehow be transparent on which journalists have large trust funds
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I’m often asked about my investing framework. I don’t have one; I vibe.
What does this mean? Frameworks arise each time anew – assembled on the fly in concert with the uniqueness of the entrepreneurs and their pursuits.
This is vibe capital.
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Huge congrats to @a16z on latest funds. Literally every person from the firm I’ve interacted with over my 10 years as not-a-vc has been an excellent person.
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Friend in San Francisco yesterday: "the outdoor dining culture that's emerged has been the one upside to covid here."
SF today: Outdoor dining locked down until Jan.
Orange sky moments are all around us. Open your eyes.
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‘Pro startups, but anti big-tech’ is a position I’m seeing more and more folks adopt.
Like most convenient positions, it’s a logical contradiction.
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Very hard to name a single grassroots movement that hasn’t been co-opted by powerful people with an agenda misaligned with the movement’s origin.
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New VC fund = assembling a plane while flying while concurrently identifying other mid-flight mid-assembly planes you believe won’t crash.
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