Bill Gurley

https://t.co/Fk05VBqG6s

The future of offensive security isn't AI vs humans. It's what becomes possible when they work together. AI agents do testing at scale. Human experts bring creativity and context. That’s the direction @Hacker0x01 is taking. https://t.co/qTCKLrdS8W

This is quite well written; important reflection on the current environment. I would add one more thing. Most of these rounds are preemptive. The investor suggested it - it wasn’t the company’s initiative. A finance form of the observer effect. https://t.co/p2JJOHNOpN

A bit of a deep dive on this relationship in my book. https://t.co/JO92oUHiIZ

Good stuff.

Cabo! https://t.co/BHSVGOWLqw

Pre-purchase my new book, & as a bonus enjoy this video conversation between myself and @mjmauboussin where we discuss putting the current AI investment cycle in historic perspective. No one smarter on financial history than Michael! https://t.co/HlNDfpEy66

I sat down with @mjmauboussin to connect his unconventional career to Runnin’ Down a Dream—then used history, not hype, to frame the current AI investment world. Pre-order the book to unlock the full video here: https://t.co/HlNDfpEy66 #runnindownadream https://t.co/AhjQL3BGAO

It would be hard to find a better expert on Venezuela than @ricardo_hausman. Expert on how countries emerge and grow. Native son.

I really enjoyed @danwwang year end letter - and highly recommend a read. Here is my favorite paragraph: https://t.co/49Ilnh7TDD https://t.co/t05YUqkkpS

@EscoPablito1 I would ask @tfadell

Odd way to say “I was wrong”.

NYC congestion pricing is working…as it should.

The fabulous author @DavidEpstein wrote a whole book on this in 2021. Range. https://t.co/bZply6QZWQ

Special thanks for @tferriss for having me on. We go deep on the book & much more. Getting super excited about the launch coming 2.24.26. I just recorded the audio book last week! https://t.co/YyV7zUz6I2

Wow! @nvidia & @Xiaomi both dropped open models in past 24 hours. There is a non-zero chance open models dominate the vast majority of tokens in the long run. Lots of players interested in that future. I would argue that Amazon, Apple, and Meta should be also. Not sure they do.

Henry is one of the smartest investors on the planet. He also rarely does this type of speaking - so it’s a special holiday treat. More free learning opportunities from @patrick_oshag! 🙏 🙏 🙏

💯 no founder should subject themself to a hand picked price for the clients on the I-bank.

John’s point below is one of the reasons I wrote my new book. These poor kids are pressured through a “resume arms race” & this high-stress college process without time to explore/dream. https://t.co/aErKCtUoPd

@royeriksen_ See.

At the @dealbook conference, @mtbarra discussed the onerous overhead of state-by-state EV laws. During his presidency, @BarackObama spoke of the burden caused by state-by-state licensing laws. AI is no different. The bureaucracy of 50 diff AI laws would be stifling to America.

Interestingly - if you simply own the index, you already have that exposure.

Pretty amazing. Our govt sponsored HC programs are paying above market prices for drugs.

That's big. Love the diversified public/private partnerships. Should lead to a ton of innovation - and state by state competition. Which is healthy!

This echoes what Ford CEO @jimfarley98 said about the SU7. I visited the factory in Beijing. It’s all quite impressive. And Lei Jun decided to build a car about the same time Apple was exploring it. And he got it done - a done quite well. 1/2 In this video (start 0:30) Lei Jun walks through their creation process. Must watch. Especially if you (1) have anything to do with the US car business, or (2) are doubtful about Chinese innovation. Clear eyes. 👀 https://t.co/QxHsFyezd2

https://t.co/hCxTgNXfFz

💯 Simple way to simplify our broken HC system. Get the employer out of the loop. US only structure. They are a reluctant and unnecessary participant.

If you are in DC on December 16th. 🤠

@nedelcu1_stefan ROIC. Lots of capex in your scenario. And market share.

This is fun to consider. Remember that selling semiconductors involves lots of other support and processes. You don’t just show up in a new business. #itainteasy