sourcery
@sourceryy • 23,786 subscribers
Investing + Tech → Newsletter/Podcast | Hosted by @mollysoshea
Shorts
Videos
Vercel CEO Guillermo Rauch (Guillermo Rauch) says the old work week is officially dead: “You would think, ‘AI has arrived, & we're all working 2 hours a week.’” “The opposite is happening. I get text messages at midnight from the CEOs and CTOs of these companies.” “It’s more like 7/7/7: 7 days a week from 7 AM to 7 PM.”
sourcery935,039 Aufrufe • vor 12 Tagen
Anduril's new computer BlueChip is built with metals "America knows how to extract, refine, process & mill at scale." Palmer Luckey on the importance of building in America: "Things like the thickness of the metal that we used, the level of heat treat that we could do, even the way that we fastened or welded pieces together—they were based on what we already knew how to do at scale in American industry." "I think that we've lost that as a country."
sourcery46,517 Aufrufe • vor 2 Tagen
David david friedberg on the hypocrisy of Ro Khanna: "This is some dude who has a $300M net worth. His children have memberships at 3 country clubs." "The dude lives in a $10M house in Washington, DC." "And he used to be the moderate Silicon Valley guy who would go around to all the tech CEOs and founders and VCs and be like, 'Give me your money. I'm a moderate. We're going to make the Democratic Party work for you.'" "Then he saw the tides change, and he's like, 'Oh, this is yum, yum. I'm going to run for president in 2028.'" "Just to be clear on this, he is so unlikable, I think he'll likely end up being Secretary of Housing and Urban Development if AOC is elected president." "I do not disagree with him or Gavin or anyone else that tax policy in America is fucked up." "When billionaires borrow against their unrealized capital gains, they should pay capital gains tax. Capital gains tax should be 40%, not 15% or 18% or 20%. In fact, labor should pay less. Income tax should be much lower. Capital gains should be much higher. That would be a fair tax policy." "I don't know a lot of people who are wealthy who will look me in the eye and truly disagree with that." "It's a lot of bullshit when we all say, 'It incentivizes investment.' Great, it incentivizes investment. What are you going to do with your excess capital if the tax rate is 40% versus 20%? You're not gonna invest it now? Of course you're going to fucking invest it." "But instead of those practical solutions like I just laid out, they're all like, 'Let's go fire up the fucking socialist train because it's worked so well in fucking Cuba and Venezuela and the Soviet Union and all these other places.'" "What both parties are missing is a policy agenda that says: Here's the shit we have to do to keep America from going down the socialist death spiral. And they all should be fucking doing it, both sides."
sourcery1,158,962 Aufrufe • vor 2 Monaten
Keith Keith Rabois explains his Ketchup theory: "I still believe that ketchup is really good for you when you're a kid. People who are successful were eating a lot of ketchup when they were young." "Malcolm Malcolm Gladwell also has a chapter on how ketchup is the perfect food." " I've just noticed observationally that when I talk with some of my friends, I'm like, 'How much ketchup did you have when you were a kid?'"
sourcery1,261,203 Aufrufe • vor 2 Monaten
Anduril CEO Brian Schimpf’s biggest lesson from Palantir: “This focus on talent. Everyone says it. In practice, it’s a lot more annoying than you’d think. Often the talented people are super opinionated, kind of aggressive, tell you you’re dumb. It doesn’t always feel good.” “What Karp really recognized and drove at Palantir was this notion of: let’s have really brilliant people that are highly empowered to own problems. It’s probably the number one lesson in how we run things here.”
sourcery4,519,183 Aufrufe • vor 10 Monaten
![“[Google] knows Gemini is going to cannibalize Google Search, and the numbers are staggering." "I saw last week, search is way, way down.” “But they have all these other businesses: YouTube, Waymo, Gmail, Android.” “They can literally kill the thing that funded all those other businesses because now they have all the other businesses.” “If all they had was search and they never built those other businesses, they'd be in a world of hurt right now.” USV co-founder Fred Wilson:](https://image.24vids.com/tw-2108620257275375646/amplify_video_thumb/2108596651653025793/img/nvipDaUnVUkxwfHZ.jpg)
“[Google] knows Gemini is going to cannibalize Google Search, and the numbers are staggering." "I saw last week, search is way, way down.” “But they have all these other businesses: YouTube, Waymo, Gmail, Android.” “They can literally kill the thing that funded all those other businesses because now they have all the other businesses.” “If all they had was search and they never built those other businesses, they'd be in a world of hurt right now.” USV co-founder Fred Wilson:
sourcery208,352 Aufrufe • vor 20 Tagen
Anduril CEO Brian Schimpf’s biggest lesson from Palantir: “This focus on talent. Everyone says it. In practice—it’s a lot more annoying than you’d think.” “Often the talented people are super opinionated, kind of aggressive, tell you you’re dumb. It doesn’t always feel good.” “What Karp really recognized and drove at Palantir was this notion of: let’s have really brilliant people that are highly empowered to own problems.” “It’s probably the number one lesson in how we run things here.”
sourcery2,458,495 Aufrufe • vor 7 Monaten
General Catalyst CEO Hemant Taneja: Silicon Valley glorifies the wrong values. "Kindness and ambition are not at odds with each other." "In Silicon Valley, we glorify the 'asshole symptom' of founders thinking it's almost a necessary ingredient to succeed." "I don't think it has to be that way."
sourcery1,119,930 Aufrufe • vor 6 Monaten
.Starcloud CEO Philip Johnston: "Buy SpaceX stock." "It's like owning the railroads." " The SpaceX IPO is going to be viewed historically as the most undervalued IPO of all time." "They will tear through $10 trillion certainly within the next couple of years, and then have almost unlimited TAM for what they're building." "I'm not like regulated by anybody. So I'm going to tell people, 'Just buy SpaceX stock.' I think it's a great stock to buy." "They own what will be by far the most cost-effective launch vehicle, and that opens up every industry in space that will be possible beyond that: asteroid mining, lunar resource mining, all of the comms businesses that are going to be built. Everything else is going to have to go through SpaceX." "It's like owning the railroads. Lots of businesses will be built on top of it, like our business will be built on top of it." "The railroads are a great business to own." Elon Musk
sourcery600,189 Aufrufe • vor 3 Monaten
.Brett Adcock explains why Figure pivoted away from designing their humanoid robot's hands after human hands: "This is extremely important. If we want to solve AGI and get to human intelligence in the physical world—it's all going to start with the hands." "Our first-generation hand is a tendon-driven hand." "The rationale here is that a human hand is like this: most of our motors are in our forearm and little tendons drive all the fingers." "It ended up becoming the wrong engineering choice." "We recently unveiled our high degree of freedom, next-generation hand a month ago. This hand has human-level dexterity, as many joints in the hand as a human."
sourcery418,859 Aufrufe • vor 2 Monaten
.Starcloud CEO Philip Johnston: "Buy SpaceX stock." " The SpaceX IPO is going to be viewed historically as the most undervalued IPO of all time." "They will tear through $10 trillion certainly within the next couple of years, and then have almost unlimited TAM for what they're building." "I'm not regulated by anybody. So I'm going to tell people, 'Just buy SpaceX stock.' I think it's a great stock to buy." "They own what will be by far the most cost-effective launch vehicle, and that opens up every industry in space that will be possible beyond that: asteroid mining, lunar resource mining, all of the comms businesses that are going to be built. Everything else is going to have to go through SpaceX." "It's like owning the railroads. Lots of businesses will be built on top of it, like our business will be built on top of it." "The railroads are a great business to own." Elon Musk
sourcery98,309 Aufrufe • vor 20 Tagen
Cyan Banister (Cyan Banister) says the two people that inspire her the most are Peter Thiel and Marc Andreessen 🇺🇸: "I always joke that I didn't go to university. I went to Peter Thiel University." "I've never met anyone more tolerant, more open-minded. He gets such a bad rap for a lot of things. He's probably one of the most poorly understood people." "He's operating 1,000 feet above everybody else. His mind is not like other minds. It's kinda like Elon Musk. You don't know what to do with it, so it's just easier to hate it." " Marc Andreessen was my hero when I was a teenager. I used to see him on the cover of magazines." "Netscape was his thing, and Netscape changed my world and changed the whole world." "The two of them probably would not want to be in the same sentence together being heralded."
sourcery460,696 Aufrufe • vor 3 Monaten
Anduril founder Palmer Luckey on beating Boeing, Northrop Grumman, and Lockheed Martin: "We went from signing a contract with the Air Force to first flight in 556 days." "Which is, as far as I know, the fastest new fighter development program since the end of the Korean War."
sourcery643,493 Aufrufe • vor 6 Monaten
Harvey CEO Winston Weinberg says he eats the same thing every single day: " I'm a chicken rice DoorDash guy." "It's a place called Cholita Linda." "I was interviewing someone and asked them if they wanted lunch. I pulled out my phone to do DoorDash, and they'd seen that I ordered it 467 times." "For breakfast there's a Bluestone on Folsom. I get there exactly when they open at 7:01." "I get this Keen Greens smoothie with extra almond butter, and look like a psychopath because I eat it with a spoon."
sourcery40,269 Aufrufe • vor 11 Tagen