Tag: Tech
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We all love to whine about YC valuations. But lately, YC has quietly become one of the best deals for investors… Getting More for Your Money When I was meeting YC companies 2-3 years ago, this is what the best ones looked like: Here’s what I’m seeing now in the…
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+ Business+ Angel Investing, Business, Finance, Founders, Fundraising, Investing, Personal finance, San Francisco, SF, Silicon Valley, Startups, Tech, Venture Capital, Y Combinator, YC+
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China just dropped the first open source SOTA model: GLM 5.2. It crushes the benchmarks, but struggled in my real world testing. Today, I ran GLM through a three-round test: building a pitch deck, teaching me about data centers, and designing a website. GLM showed some powerful capabilities. But it…
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“What is your moat?” This is the most pointless question investors ask pre-seed founders. Picture two guys in a tiny apartment, sleeping on mattresses, living off food from sponsored tech events. What moat do you expect them to have? Speed Is the Moat At this stage, it’s all about moving…
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+ Business, Entrepreneur, Entrepreneurship, Finance, Founders, Investing, Startups, Tech, Technology, Venture Capital+
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This morning, I looked through all 194 companies in YC’s P26 batch. From space based manufacturing to AI doctors, here are the three most exciting startups I found… Dispatch Some products, like new pharmaceuticals, can only be made in space due to the lack of gravity. But to pull it…
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+ AI, Business, Entrepreneur, Entrepreneurship, Founders, Investing, Silicon Valley, Startups, Tech, Technology, Venture Capital, Y Combinator, YC+
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VC horror stories are flooding my timeline on X. Founders getting ghosted, dismissed, and disrespected. How do we investors behave better? Here are four simple rules we should all follow… Rule #1: Show Up On Time Founder time is the scarcest resource in the universe. Don’t waste it. Be sure…
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+ Business, Entrepreneurs, Entrepreneurship, Finance, Founders, Investing, Silicon Valley, Startups, Tech, Technology, Venture Capital+
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OpenAI may be building a humanoid robot. Anthropic is still selling to the Department of War. These are just a few things I learned from digging into 1,000+ open jobs at the two labs. If you want to learn what a company is really up to, skip the press releases.…
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Five companies. $9.47 billion. These are the most valuable startups in Japan now. I’m scouring Japan for the next billion-dollar startup. So I wondered: What are the most successful Japanese startups so far, and what can I learn from them? Japan’s Biggest Startups I focused on the top 5 private…
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+ Asia, Business, Entrepreneurship, Finance, Founders, Investing, Japan, Startups, Tech, Technology, Tokyo, Venture Capital, Yamagata+
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Jon McNeill took Tesla from $2 billion to $30 billion in revenue as one of Elon’s top lieutenants. His secret? Total focus on a few goals, and obsession with the customer. McNeill recently gave up his secrets in The Algorithm. This slim volume explains how Tesla went from struggling startup…
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+ Business, Elon, Elon Musk, Investing, Silicon Valley, Startups, Tech, Technology, Tesla, Venture Capital+
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“I ended up putting $10 million into SolarCity, $70 million into Tesla, and $100 million into SpaceX. I literally had to borrow money for rent. It was a close call.” Elon Musk Elon Musk is the world’s richest man. But in 2008, he was almost broke. Both Tesla and SpaceX…
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+ AI, Elon, Elon Musk, Entrepreneur, Investing, Politics, Reading, Silicon Valley, SpaceX, Tech, Technology, Tesla, TSLA, xAI+
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I’ve spent 10 days meeting amazing founders here in Tokyo. I keep seeing the same strengths, and the same challenges. And I have a solution: The US-Japan Hybrid Startup. Move the founders to the United States. Keep the rest of the team in Japan. This gives a startup the best…
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+ Asia, Business, Entrepreneur, Entrepreneurship, Finance, Founders, Investing, Japan, Startups, Tech, Technology, Tokyo, VC, Venture Capital+
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Tremendous 