Tag: Tech
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It’s been a quiet 2025 for me investment-wise. But every once in a while, you see something truly exceptional. Sent.dm is exactly that. Sent is an API to send messages to whatever platform your customers prefer – iMessage, WhatsApp, RCS, SMS and more. Sent can save you 80-90% on your…
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Lots of founders mess up calculating their Total Addressable Market (TAM). Here’s how to do it correctly… Calculating TAM Correctly You need to do what’s called a bottoms-up TAM. Take the number of potential customers and multiply that by what you charge for your product. The figure you get is…
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+ Business, Entrepreneur, Entrepreneurship, Founder, Investing, SaaS, Silicon Valley, Startup, Startups, Tech, Venture Capital+
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Founders are using AI to build incredible products. And now, I’m using it to evaluate their businesses. Here’s how… When I was researching a startup in the past, I had to Google a hundred things and hope I’d find the right info. Team, possible competitors, market size, you name it.…
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+ AI, Artifcial Intelligence, Artificial Intelligence, Business, ChatGPT, Finance, Grok, Investing, Money, Silicon Valley, Startups, Tech, Technology, Venture Capital+
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Everyone’s talking about ChatGPT, Claude and Grok. But there’s another competitor creeping up the charts: Qwen from Alibaba. Most people haven’t tried it. So today, I decided to see if this model can compete with the best from America. I used the new 32B model and fed it the same…
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+ AI, Alibaba, Artificial Intelligence, Business, Entrepreneurship, Grok, LLM, Qwen, Silicon Valley, Startups, Tech, Venture Capital, xAI+
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Yesterday, I drove a car for the first time in 8 years. This Tesla Model Y was so awesome that it taught me a lot about product design. I absolutely detest driving. One of the main reasons I live in the NYC area is so that I never have to…
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+ Cars, Electric vehicles, Elon, Elon Musk, EV, Model Y, Startups, Stock Market, Stocks, Tech, Tesla, TSLA, Venture Capital+
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I play with different products every day — some for investment research, some just for fun. Here are my current favorites: Meetings: Google Meet. So much better than Zoom! No software needed and instant boot-up means I’m never late for a call. I also love that it has the time…
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+ AI, Apple, Artificial Intelligence, ChatGPT, Grok, LLM, Mac, Silicon Valley, Startups, Tech, Technology+
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“For two decades, no Secretary of Defense even bothered to set foot in Silicon Valley…” In 2015, Ash Carter finally changed that. This was the beginning of a wave that launched a thousand defense startups. In 2016, Raj Shah and Christopher Kirchoff took control of Defense Innovation Unit X (DIUx).…
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+ AI, Artificial Intelligence, Business, Defense, Department of Defense, DoD, Founders, Military, Silicon Valley, Startups, Tech, Technology, VC, Venture Capital, War+
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I was talking with an awesome YC founder yesterday. Right before our call, another investor asked him, “What if ChatGPT does it?” This is the new “What if Google does it?” For most companies, that question is irrelevant. Here’s an example… ChatGPT Stinks at Teaching Portuguese I’m trying to learn…
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+ AI, Artificial Intelligence, ChatGPT, Entrepreneur, Investing, LLM, Silicon Valley, Startups, Tech, Technology, Venture Capital, Writing+
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“During the 2019-23 period, I have used the words ‘mistake’ or ‘error’ 16 times in my letters to you. Many other huge companies have never used either word over that span.” Berkshire Hathaway turned in an incredible 2024, with operating earnings up 27%. But in his annual letter on Saturday,…
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+ BRK, Buffett, Finance, Investing, Money, Personal finance, Startups, Stock Market, Stocks, Tech, Venture Capital+
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Note: This is not investment advice. I’m using Grok 3 to help manage my stock portfolio. It had some great insights that are going to make me a lot of money. Let me show you what I did and how you can use Grok to help you with your investments…
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+ AI, Artificial Intelligence, diversification, Finance, Grok, Investing, Money, Personal finance, Retirement, Stock Market, Stocks, Tech, Vanguard+
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Tremendous 