This is happening. Should be 🔥🔥🔥 https://t.co/dRcq1XXti7
— Sriram Krishnan (@sriramk) January 31, 2021
from Twitter https://twitter.com/sriramk
January 31, 2021 at 01:13PM
via IFTTT
This is happening. Should be 🔥🔥🔥 https://t.co/dRcq1XXti7
— Sriram Krishnan (@sriramk) January 31, 2021
Wrote this in 2019 but didn't think it'd play out in video game companies. https://t.co/zUylIH1v9X pic.twitter.com/ICygjMrajs
— Morgan Housel (@morganhousel) January 30, 2021
This week I published a big presentation on the state of tech. Some favourite slides. First: everything can be sold online, but not everything can be a parcel. And Amazon has a third of ALL parcel delivery in the USA, but what about restaurants, or groceries? pic.twitter.com/smTZTrw6hT
— Benedict Evans (@benedictevans) January 29, 2021
Fintech: frontend
— balajis.com (@balajis) January 29, 2021
Crypto: backend
Social: community
Right now the frontend, backend, and community pieces are split across separate apps.
Eventually they get merged into one uncensorable pseudonymous chat-and-trading app.
The real crypto Twitter. pic.twitter.com/AVEO1XWstp
FYI
— balajis.com (@balajis) January 28, 2021
1) Reddit did not shut down r/wallstreetbets
2) The mods shut it down bc they were overwhelmed
3) It’s now back, for now at least:https://t.co/XESyewgaks
Source: senior Reddit administration official
I remember testing out @Instacart in the summer of 2012 by ordering a dozen cupcakes. It worked like a charm. From there to epic company (now) seems inevitable. https://t.co/ljvcn0tJdx
— Geoff Ralston (@gralston) January 27, 2021
Update on Apple’s most important data. pic.twitter.com/s0MiJWQuOL
— Horace Dediu (@asymco) January 27, 2021
In 2021, what do you think is the single most important problem that the AI community should be working on?
— Andrew Ng (@AndrewYNg) January 27, 2021
You don't say ...
— Farnam Street (@farnamstreet) January 27, 2021
“Some systems are very sensitive to their starting conditions, so that a tiny difference in the initial push you give them causes a big difference in where they end up...”https://t.co/jsXDOrFx2B
— Gopi Vikranth (@GopiVikranth) January 26, 2021
— Shane Parrish (@ShaneAParrish) January 26, 2021
My newest SaaS investment: $TSIA
— Chamath Palihapitiya (@chamath) January 25, 2021
We just announced this morning that $TSIA is merging with @latchaccess and taking them public. This is the “???” from the tweet below.
One pager is attached. https://t.co/VaOr3rqqkn pic.twitter.com/g0tUSJuSLY
When @a16z started in 2009, we embraced blogging to speak directly to our audience of builders and founders.
— Margit Wennmachers (@wennmachers) January 25, 2021
We're expanding our content operation into its own media property to help make sense of technology, innovation, and the future.https://t.co/iZEjVxmzeE
Here's why 👇
New episode with @avichal is live!
— Pomp 🌪 (@APompliano) January 25, 2021
- Avichal’s crypto thesis
- Decentralized finance
- Why smart contracts are undervalued
- Crypto infrastructure
- Why decentralization is the natural end state
Avichal is one of the best. Enjoy!https://t.co/Smhs4bezPQ
Funding rounds and valuations are important but ultimately just a means to an end. The goal is technological progress. https://t.co/W0ojRMKjKm
— balajis.com (@balajis) January 25, 2021
🚨ANN: We have a new launch with @ObserverEffect - "Reverse Engineered" - a interview/docu Youtube series with leading founders.
— Sriram Krishnan (@sriramk) January 24, 2021
Who better to start with than Instagram's co-founder Mike Krieger. Full vid with @mikeyk here >> https://t.co/XUGxcsNbni
(remember to subscribe!)
1) Still the best thinking I have ever read on inflation from the perspective of an equity investor.
— Gavin Baker (@GavinSBaker) January 23, 2021
Interesting to think about this in the context of some of today's co's that have minimal tangible assets, relatively few employees and high ROICs...https://t.co/qujW7QEP9S
— Chamath Palihapitiya (@chamath) January 23, 2021
Big changes in personal beliefs last 4-5 years have come from: complex adaptive systems, availability cascades, preferential attachments and power law outcomes.
— Sriram Krishnan (@sriramk) January 23, 2021
Helps you model many things happening around us.
.@Supercell (Clash of Clans, Clash Royale, Brawl Stars, etc.) is one of the most interesting companies in the world.
— Blake Robbins (@blakeir) January 21, 2021
Their 'cell' culture and their bar for excellence are unrivaled. @patrick_oshag's latest podcast with @ipaananen is a must-listen.https://t.co/Xbt4CEIoQO pic.twitter.com/nfV1N6oYAi
I’m finalizing an investment in “???” and will be leading their PIPE so it will soon be public.
— Chamath Palihapitiya (@chamath) January 21, 2021
Best SaaS company I’ve ever seen/invested in - and, as a public company, it will comp per the table and chart below.
One-pager to come soon. pic.twitter.com/Xqnf3ttPKU
"The highest reach of civilization is a seamless system of trust among all parties concerned." https://t.co/YScRfdKm0i
— Morgan Housel (@morganhousel) January 21, 2021
Fascinating post from @morganhousel on the economic implications of the last year. https://t.co/MMUbXOmv9A
— Sriram Krishnan (@sriramk) January 21, 2021
— Archillect (@archillect) January 20, 2021
CEO’s frequently want advice on innovating while running a successful execution organization. For key lessons: https://t.co/NieqaOzrXr.
— Keith Rabois (@rabois) January 20, 2021
Crypto is going to enable the middle class of the Creator Economy.
— Ian Lee 💭 (@ianjohnlee) January 20, 2021
Most people don’t yet realize this, but the Creator Economy is the future of work as traditional forms of employment go away as they have been over the last decade.https://t.co/19ugrA3HQg
Stacks 2.0 blockchain has been running for 5 days now! There have been 40+ miners, 1000+ nodes.
— Muneeb (@muneeb) January 19, 2021
A post on status and improvements: https://t.co/ocT7HS9axE
Excellent post highlighting Intel's challenges and the risks of depending on TSMC for chip manufacturing from Stratechery https://t.co/xlBQxOrnAM
— Bharath Ramsundar (@rbhar90) January 19, 2021
— Archillect (@archillect) January 19, 2021
Plaid's value prop in 1 image.
— Jay Vasantharajah (@jayvasdigital) January 18, 2021
(you can re-use this image for any API-first company really) pic.twitter.com/eX75oEEHMx
@JoannaStern recommends turning off the algorithmic feed in Twitter and switching to chronological. Me too. If people let the algo run the feeds, “They end up in their own personalized version of reality. They end up inside the U.S. Capitol.” https://t.co/oK5lA5qebG
— Walt Mossberg (@waltmossberg) January 18, 2021
People forget how long streaming took to ramp up, because it's so popular now. Similarly with defi...
— balajis.com (@balajis) January 18, 2021
"Consumer demand for streaming video was practically nonexistent. For one, streaming technologies in 2007 were terrible."https://t.co/cyq4kzo3GQ
One of my favorite moments is when I learn a revelation by reading a book.
— Shachar Bialick (@ShacharBialick) January 17, 2021
Our Mathematical Universe gave me the most interesting revelations/Insights by far.
Our Mathematical Universe: My Quest for the Ultimate Nature of Reality https://t.co/1H9GA8jus8
Revelations (or insights) per page of "things one had not realized" is a great metric for a (non-fiction) book https://t.co/DnHNiMTZ6V
— Vinod Khosla (@vkhosla) January 17, 2021
NEW SUBSTACK PIECE
— Elena (@VirtualElena) January 17, 2021
I've been thinking about how eCommerce is still a relatively small % of overall retail sales (14% in Q3 of '20). But we talk about physical retail as if it's already gone.
Intelligence has outpaced life. https://t.co/RZ3agiaNLV
After decades of exploration, physicists have found evidence that anyons - a third type of particle in the universe - exist https://t.co/pqQF852ofg
— John Hagel (@jhagel) January 17, 2021
1/ I've just put up a new post, "A Tour of the Semiconductor Industry" on the @deepforestsci substack. Check it out for a birds eye view of the industry for newcomers https://t.co/r7b0cgtBRA
— Bharath Ramsundar (@rbhar90) January 15, 2021
“Dealers are short calls due to the unprecedented call activity previously mentioned, and as a result have been forced to chase stocks higher to hedge." https://t.co/ggr0NOGoIX via @markets
— Scott Kupor (@skupor) January 15, 2021
The fact that @GGVCapital has had 11+ companies go public in just the past 12 months is INSANE
— Jerry Lu (@thejerrylu) January 15, 2021
- Poshmark
- Affirm
- SoFi
- Opendoor
- Wish
- Airbnb
- Xpeng
- BigCommerce
- Tinavi
- Agora
- DraftKings
How are gaming networks and social networks intersecting? Answer by @Tocelot, Partner @a16z. https://t.co/ptB0XIxpl8 pic.twitter.com/NcA6RQnF5r
— Quora (@Quora) January 15, 2021
How did they get radicalized? This is a excellent deep dive into how social media reinforcement structures and Facebook's algorithms rewarded the spread of conspiracy theories and partisan radicalization of the insurrectionists https://t.co/Hh28aPsAw5 pic.twitter.com/l7kUFvwrXf
— Jay Van Bavel (@jayvanbavel) January 14, 2021
[New Post] Smart Contracts on Bitcoinhttps://t.co/kj6WnA1l5z
— Max Webster (@MaxAWebster) January 14, 2021
In today's post, I examine 3 different paths to building smart contracts on Bitcoin, including the novel proof of transfer mechanism (#PoX) launched by @muneeb & @Stacks today.
- VR as office replacement
— balajis.com (@balajis) January 14, 2021
- AR for productivity (eg Google Glass Enterprise)
- Self-hosting makes a comeback (see https://t.co/2pD7guAyVW)
- Telemedicine, personal genomics, health tracking v2
- 3D printing of metals
- Pseudonymity, aided by crypto and AI voices & faces
- Bitcoin itself (still early relative to 99%)
— balajis.com (@balajis) January 14, 2021
- Ethereum, crypto in general
- Startup cities
- Reversing aging
- Brain-machine-interface
- Transhumanism
- Robotics
- Digital nomadism, in green zones at least
- India, rest-of-world tech in general
- AI-assisted content creation https://t.co/Uqi1clAR5c
Will give the bears something to bash against for a while.
— CZ 🔶 Binance (@cz_binance) January 14, 2021
Slap yourself if you sell #bitcoin under $249,000.
May take a while, but this tweet will age well in the end. https://t.co/Te18OGdRIp
Creators and businesses that rely on internet platforms are subject to sudden rule changes that take away their audiences and profits.
— a16z (@a16z) January 14, 2021
Who will control the software that powers the internet? https://t.co/JZ4TYzNqeR @cdixon
Machine Learning: The Great Stagnation https://t.co/JJEiKRIg4r (https://t.co/P5ggrqyD34)
— Hacker News 200 (@newsyc200) January 14, 2021
The rise of developers - as buyers, as influencers, as creatives - is a direct result of software eating the world. So how can co's of all kinds harness the power of developers? @jeffiel shares insights from his just-released book, with @davidu & @smc90: https://t.co/F6Y7J196It
— a16z (@a16z) January 13, 2021
On behalf of the entire Google Research & @GoogleAI communities, I'm excited to share an overview of some of our research in 2020.
— Jeff Dean (@🏡) (@JeffDean) January 12, 2021
Thanks to everyone who helped make this work possible!https://t.co/EYVeQ7PfO4
In a retrospective blog post, Senior Fellow and SVP of Google Research and Health @JeffDean highlights a few of the research advances Google made in 2020, and outlines promising directions as we start 2021. We look forward to sharing our research with you! https://t.co/Rzc5cG0DDN
— Google AI (@GoogleAI) January 12, 2021
[NEW POST] Decentralization Is A Necessity Now
— Pomp 🌪 (@APompliano) January 11, 2021
"No single person or organization gets to choose who gets amplified and who gets silenced. The power of choice was striped from the user and is now being monopolized by the platform creators."https://t.co/CihDiuY8Yu
— Archillect (@archillect) January 11, 2021
Other people in Seattle like my friend Bill have made the same connection to a Dick's Deluxe during a Spirit Quest first undertaken as a youth.
— Tren Griffin (@trengriffin) January 10, 2021
Value factor! "$4.00 - Two 1/8 pound grilled patties with melted cheese, lettuce, mayonnaise and pickle relish https://t.co/3QdOgqVKAX pic.twitter.com/ro0Vpo32Fh
Starting to collect important questions for 2021 and beyond in this thread.
— Patrick OShaughnessy (@patrick_oshag) January 9, 2021
Please send questions you are interested in too!
1. Will demand for compute continue to double every few months? Tons of implications for semiconductor design and manufacture. https://t.co/wH0mlweJTX
Today is the 13th anniversary iPhone announcement—easily one of the greatest launch events and moments of technology change in history. What was the "world" like at the time? When something changes the world so much it seems obvious in hindsight. That was not at all the case. 1/ pic.twitter.com/ZR3g7UkWEn
— Steven Sinofsky (@stevesi) January 9, 2021
1/ Lazaridis was on his treadmill watching TV when he first saw the iPhone in early 2007. He said inside Blackberry:: "If that thing catches on, we're competing with a Mac, not a Nokia. How did they get AT&T to allow [that]? It'll collapse the network.'' https://t.co/SctyCGuft4
— Tren Griffin (@trengriffin) January 10, 2021
2021 required reading / future banned books pic.twitter.com/b2a0lmzrbg
— Clark Moody (@clarkmoody) January 9, 2021
— Archillect (@archillect) January 9, 2021
With a Democratic White House and Congress, and all the AI-related provisions in the recent defense budget (https://t.co/KwmD4qFwi6), there's going to be more activity in US federal AI policy this year than all previous years put together.📈
— Miles Brundage (@Miles_Brundage) January 9, 2021
I've never seen anyone explain the power of network effects in winner-takes-all markets as well as @chamath does here. Watch and learn why #Bitcoin will dominate.
— Vijay Boyapati (@real_vijay) January 9, 2021
Great episode with @laurashinhttps://t.co/pzB3gDsesJ
Slackers!
— Scott Kupor (@skupor) January 8, 2021
⏰ No show today - we are taking a break today (and actually thinking of taking Fridays off every week). Will be back tomorrow!
— Sriram Krishnan (@sriramk) January 8, 2021
Thanks for listening on last night's @joinClubhouse. Was our best show by far.
It is this point of view that will inexorably bring about the full adoption of #Bitcoin as a global reserve currency. https://t.co/z7hgk767mJ
— Vijay Boyapati (@real_vijay) January 8, 2021
1/ In health care we often confuse status quo for stasis. 2020 was a wake up call. As we move past this pandemic, here are 16 trends we believe will transform how we make medicines and deliver care. It’s time to heal. https://t.co/Fb3jPRiIMJ #tech via @a16z
— Jorge Conde (@JorgeCondeBio) January 8, 2021
Legendary cold email from angel investor to founder - Sean Parker to Daniel Ek (hat tip @pmarca) https://t.co/74NFEyzBIQ
— Garry Tan (@garrytan) January 8, 2021
You can make an app used by many millions of people that has no data...Cool chart by @forbes & @UKZak 🙈🙊🙉 https://t.co/gWFqyIeoZ3 pic.twitter.com/Unngddaq5M
— Signal (@signalapp) January 5, 2021
The Roblox Gambit https://t.co/Kk7qa4D8IR
— StrictlyVC (@StrictlyVC) January 8, 2021
Roblox's @vlasso: “The concert market is going to get a lot bigger... Virtual concerts aren't a passing fad – we're at the dawn of a massive shift in entertainment consumption" https://t.co/6gQTbXotVm
— Matthew Ball (OOO) (@ballmatthew) January 8, 2021
Good discussion of "IPO pops" from @matt_levine. https://t.co/aZEY8toAGg via @bopinion
— Scott Kupor (@skupor) January 7, 2021
DALL-E encapsulates everything that @OpenAI has become
— Dr. Gary Marcus (@GaryMarcus) January 6, 2021
Dynamite preview but ...
- it's not "open"
- there isn't even a paper (yet)
- just a demo of presumably cherry-picked examples
- it's all brute force
- it's not reliable
Reminds me lot of #Cyberpunk2077, tbh
🤦♂️
$IPOE enters into a definitive agreement with SoFI
— SPAC Track (@SPACtrack) January 7, 2021
$8.65B Pro-forma market cap
$1.2B PIPE of $1.2 billionhttps://t.co/VBUlmUMwe0
$IPOE is merging with @SoFi to take them public.
— Chamath Palihapitiya (@chamath) January 7, 2021
This is an incredible company in banking and fintech that has the potential for a winner-take-most outcome.
Watch @cnbc now or listen to call at 1pm ET (https://t.co/6Ebp0kS2nf) to hear from me and @anthonynoto.
1-pager below. pic.twitter.com/HY89KqRLCD
Formal approval of the merger between $IPOC and Clover has now been completed.
— Chamath Palihapitiya (@chamath) January 7, 2021
The ticker changes from $IPOC to $CLOV tomorrow on @Nasdaq.
A needed improvement to outcomes based care in healthcare is at hand...congrats to the entire Clover team!!
Xbox 20 Year Anniversary: How an American Video Game Empire Was Born by @dinabass // This is wonderfully done and has a lot of great colorful reflections on the creation of xbox that only Dina could draw out of that group. Maybe a break tonight. 🙏 https://t.co/CKdmQD1AW3
— Steven Sinofsky (@stevesi) January 7, 2021
Idea: quarterly subscriptions, from @JayCoDonhttps://t.co/m0GMOtt14x pic.twitter.com/Gi4zrYw7Jf
— Andy Weissman (@aweissman) January 5, 2021
Read this if you want to feel optimistic about the future. So many awesome vectors in here. https://t.co/b6sVnHVZId
— Zach Coelius (@zachcoelius) January 4, 2021
The Cure’s ‘Seventeen Seconds’ is a cold, eerie post-punk masterpiece. A 40 year old masterpiece 💓💕💞💗 https://t.co/O0e2u4bMCF
— Mona Vernon (@monavernon) January 3, 2021
The Metaverse is coming by Roblox founder/CEO @DavidBaszucki
— Matthew Ball (OOO) (@ballmatthew) January 3, 2021
"The Metaverse is arguably as big a shift in online communication as the telephone or the internet. Within the next few decades its applications will exceed our wildest imaginations. "https://t.co/CLGLMO7hG6
My annual letter:https://t.co/fonCKwOoDL
— Dan Wang (@danwwang) January 1, 2021
This year I discuss China's institutional strengths as well as its growing repressiveness; technology as a means to avoid decadence & complacency; Proust; the party's main theory journal; biking in Beijing; a culinary ranking; and more.
Tomorrow, Zynga shuts down FarmVille on Facebook after 11 years. I wanted to share the story of how we created it and why it has played such an important role in the evolution of gaming. 1/x
— mark pincus (@markpinc) December 31, 2020