Listen, observe, contribute
The Nether
Joined July 2021
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Papi 🍿🎮 retweeted
“I’ve never said this publicly before. When I was made a partner at Sequoia
I was homeless. I had zero money. I slept in my car. I showered at 3000 Sand Hill Road.”
@dougleone on being the only homeless partner that Sequoia's ever had:
My conversation with @dougleone, partner at @sequoia.
0:00 How to Dominate for Decades
3:17 Turning Fear Into a Tailwind
5:40 Immigrant Drive, Hard Work & the Beach Club
12:19 Simplifying Life & Choosing Discomfort
14:37 The Homeless Sequoia Partner With No Plan B
16:49 Stepping Down, Coming Back & Starting Over
20:04 Why AI Is Different From Every Previous Technology Shift
22:13 Doug's Three Investment Heuristics
23:52 The Cost of Selling Great Companies Too Early
25:39 Helping Founders Turn Products Into Businesses
28:28 David Vélez, Nubank & the Psychology of Founder Support
32:25 Why Founders Must Remain the Soul of the Company
36:13 Torturing Yourself Into Greatness
39:57 Don Valentine, Succession & the Sequoia School of Hard Knocks
44:28 Staying Grounded & Developing a Sniffer for People
47:46 Hypercompetitive With a Heart of Gold
50:13 Fred Luddy, Israeli Founders & Radical Directness
52:28 Trust Is the Accelerant of Business
59:57 Starting From Zero & Hunting for the Next Great Founder
1:05:59 Architect Your Board Like Your Product
1:10:24 Truth, Disagreement & the Art of Difficult Feedback
1:13:43 Humanity, Introversion & the Value of Relationships
1:18:18 What Doug Learned From Michael Moritz
Includes paid partnerships.
Have friends that work at 3 of these companies. They are supporting the compute/infrastructure build out.
This is essentially still an AI investment
Papi 🍿🎮 retweeted
Don't show your product. Show the change your product enables.
Steve Jobs did this best. Steve used “a bicycle for the mind” as a metaphor for what his product could do for human intelligence.
He told a story about reading a Scientific American study comparing the energy efficiency of different animals moving from point A to point B.
The condor ranked first, while humans were about a third of the way down the list.
Then the researchers measured a human riding a bicycle. The human on the bicycle was vastly more efficient than the condor.
Jobs said this realization had a huge impact on him:
“We humans are tool builders. And we can fashion tools that amplify these inherent abilities that we have to spectacular magnitudes.”
This led to his famous conclusion:
“For me, a computer has always been a bicycle of the mind. Something that takes us far beyond our inherent abilities.”
“That is a perfect illustration of ‘I’m not selling you bits and bytes and RAM. I'm saying what is going to occur after you use my product.’”
“Show the benefit.”
Lulu (@lulumeservey) is the best in the world at what she does.
She’s the go-to comms strategist for Silicon Valley and many of the top founders in tech trust her.
She’s an advocate for going direct, has built a singular career and shares everything she’s learned.
0:00 From China to America
2:08 Learning to Read the Room
6:18 Building a Movement
7:30 Learning Comms by Doing
10:50 Anduril as an Insurgent
15:07 The Power of a Manifesto
18:47 Go Direct
26:45 Conviction Over Charisma
31:30 Why Rostra Exists
33:23 How AI Leaders Lose Trust
40:40 Tell a Better Story
47:55 Do Things That Can't Be Faked
50:55 The Return to Beauty
57:11 Originality Over Templates
1:04:02 Do What Only You Can Do
1:07:14 The Jetsons Rule
1:10:41 Trust Yourself
1:12:29 Why Humans Crave Stories
Includes paid partnerships.
Papi 🍿🎮 retweeted
The question I get most right now is "what should I turn into an AI agent?"
Here is the 5 part test I use (works for Claude/Codex/Grokbot etc):
1. It has a repeated trigger, so the same kind of task keeps happening over and over.
2. The inputs are stable, so the information comes in a predictable shape every time.
3. The tools are clear, so there is a defined set of things it can actually go do.
4. There is a measurable finish line, so you can tell when it is done and whether it worked.
5. There is judgment in the middle, so each run is a little different and needs a real decision made in the moment.
The first 4 are really just asking "can this be automated at all?" The 5th is the one that matters, because judgment in the middle is what makes it an agent instead of a simple automation.
Once you see it this way, you start spotting agent work pretty much everywhere.
Papi 🍿🎮 retweeted
Spencer Pratt is coherent and reasonable.
If he becomes LA’s next mayor he will return that city to safety and greatness.
Please watch the entire debate and judge for yourself.
Papi 🍿🎮 retweeted
"I wish I hadn't worked so hard."
Dr. Gabor Maté opens up about his biggest life regret:
Papi 🍿🎮 retweeted
Uber founder Travis Kalanick just inverted the entire automation panic.
Everyone assumes AI eliminates human value.
The physics say the opposite.
Kalanick: “Let’s say the entire world, everything in our world, was automated except for plumbers. You had machines making buildings. You would basically have like a thousand buildings a day.”
The algorithm can design a skyscraper in a millisecond.
It cannot connect the pipes.
When compute violently accelerates the speed of construction, the unautomated human becomes the ultimate bottleneck.
And the bottleneck captures all the margin.
Kalanick: “How valuable would those plumbers be? Extremely valuable. Those guys, each and every plumber would be like LeBron. Why? Because plumbing is the long pole in the tent to progress.”
If the machine needs a human to finalize physical execution, that human doesn’t get replaced.
Their economic value goes exponential.
Kalanick: “You got so much efficiency everywhere else that you need millions of plumbers.”
The market thinks automation drives human wages to zero.
The physics dictate it drives the bottleneck’s wages to infinity.
The next decade doesn’t belong to whoever out-computes the machine.
It belongs to whoever stands at the exact point where the digital engine meets the physical world.
Kalanick: “If we get to this place where autonomous cars are everywhere, if it was a thousand to one, you still probably have, I don’t know, 20 million jobs, 50 million jobs.”
The panic over job destruction assumes a static volume of output.
When output goes infinite, the system demands more human oversight. Not less.
Waymo doesn’t delete the human. It shifts them from driver of one vehicle to director of a thousand.
Kalanick: “Until we get super AGI, humans are valuable and they are going to become more and more valuable because they will be the long pole in the tent to progress.”
You are no longer the engine.
You are the grid.
Yes because New York Times is truthworthy
BREAKING: US stock market futures surge as the New York Times reports that Iran made a "secret" offer to the US to negotiate a deal to end the war.
Potential terms include:
1. Iran to abandon or drastically curtail its ballistic missile and nuclear programs
2. Iran to abandon or drastically reduce support for proxy groups
3. In return, Trump has "suggested" he would allow Iran’s surviving leaders to maintain power
4. Trump has "suggested" he would employ the "Venezuela model"
5. It remains unclear if a deal is feasible at this point in time
We are between Step #6 and #7 of our "Conflict Playbook."
Papi 🍿🎮 retweeted
Our initial acquisition totaled 203,775 ZEC, purchased for approximately $50 million at an average price of ~$245 per ZEC. We ZODL ~1.25% of the network.
Onward.
For those getting money out of their countries to park in US markets/RE to preserve their wealth, it is expensive for these families to set up + annual maintenance.
Whether it’s through Trusts, Estate Planning Fees or Offshore Entities… it’s ridiculously expensive and does not have to be that way.
Crypto was created to provide freedom from the system. $ZEC is freedom.
Will you be doing this at 250 too? We’ve all seen it at every psych level for BTC. 10-25-50-100.
Waive the flag
Papi 🍿🎮 retweeted
New @Zcash thesis: money your future ex-wife can't take in the divorce
Think security is key for ZEC and doing all it can to protect its reputation
How is this adjusted to population growth and annual inflation over the last 10 years?
The U.S. Now Has:
1. Record $18.6 trillion in household debt
2. Record $13.1 trillion in mortgages
3. Record $1.7 trillion in auto loans
4. Record $1.7 trillion in student loans
5. Record $1.2 trillion in credit card debt
Total household debt is now up +60% over the last 10 years and total credit card debt is up +50% since 2020.
Meanwhile, delinquency rates on subprime auto borrowers are at a record 6.1%.
Americans are drowning in debt.
Papi 🍿🎮 retweeted
I wrote a 30,000 word Notion guide on every single tax saving strategy I wish I knew 3 years ago
Includes strategies for startup founders, business owners, freelancers, W-2 employees, side hustlers
Want a free copy? Like / RT and leave a comment and I'll DM you
In crypto it’s a common theme that people expect innovation/growth to be arrive earlier than it actually will.
Many OGs were barking scalability and smart contracts in 2016-2017 then 2018-2019 privacy. Smart contracts hit *true* scalability in 2021. NFTs were supposed to be behind every piece of IP by now - but obviously socially we’re not there yet.
Privacy lags for many obvious reasons - it’s not sexy, until it is.