1/ I haven't said much publicly about
@87capital
. This conversation with
@patrick_oshag
provides some color.
Eighty-Seven Capital's new website provides a bit more.
My conversation with the great
@samhinkie
on finding your people.
We discuss:
- compounding capital, wisdom and trust
- following breadcrumbs
- playing the long game
- his new firm, Eighty-Seven Capital
An all time favorite. Enjoy!
My conversation with
@samhinkie
on
-the long view
-applied innovation
-data science, machine learning
-his time at the Rockets, remaking the 76ers
-the importance of hiring and recruiting
-the limits of being contrarian
This one was very fun
The
#Eagles
have (by far) the most games started by Black QB’s in NFL History, at 369. The next closest team is the
#Titans
.
These QBs include Jalen Hurts, Randall Cunningham, Donovan McNabb, Mike Vick, Rodney Peete, & more.
#SuperBowlLVII
will make it 370.
#BlackHistoryMonth
Vince Rozman is incredible.
He’s also a hidden gem because he deflects credit so graciously.
He’s *great*
-with people
-at evaluating talent
-at systems
-as a communicator
The Thunder made a brilliant hire. At some point soon someone really smart is going to hand him the keys.
The Oklahoma City Thunder are hiring Philadelphia 76ers executive Vince Rozman in scouting as VP of Identification and Intelligence, sources tell ESPN. Rozman worked his way up in Philadelphia from intern to a VP role over 15-plus years.
Sachin's genius is making the complex appear simple (effortlessly) while being right (a lot).
He’s also a big tent kind of leader with real principles and an enormous heart.
Minnesota got a great one.
New article:
How Sachin Gupta, the Timberwolves new head of basketball operations, taught me that leadership doesn’t always look like we think it does.
This James Webb Space Telescope Fine Guidance Sensor test image was acquired in parallel with NIRCam imaging of the star HD147980 over a period of eight days at the beginning of May and provides he best preview of next week's first full-color images:
My conversation with the great
@bgurley
on:
- increasing returns in the internet era
- marketplace businesses
- user generated content
- usage yield on world's assets
- why today's VC landscape is without precedent
- crafting a career
So fun
Here's my conversation with
@kevinakwok
.
Kevin has a mind on fire!
Podcast themes:
▶️ A/B testing cities in China
▶️ Viral loops + network effects
▶️ Why we have democracies in countries and dictators in companies
🎤 🎤 🎤
2/
@87capital
is supported by a small set of institutions, foundations, and great friends. Fewer, deeper relationships.
And I look forward to being *a little* more active on Twitter. As I write this, I'm at 76 lifetime tweets.
“It's the belief that things are more important than you, and that they can outlive you, and that your work matters. And those are sort of, I think, essential, almost philosophical or religious ideas. It's faith based. Which is, I'm going to devote my whole life to something that
The Power Broker is perhaps the most important and complete explanation of how cities are formed, how neighborhoods are destroyed, bridges are erected, roads are laid down, parks are designed. fortunes are made, lives are ruined, and power is amassed. 1/2
Buffett’s punchcard idea becomes much more interesting if you replace stocks or companies with people
Asking “might this person be one of the 20 that I devote myself to working with and supporting for the rest of my life?” is very powerful
We would have a better understanding of many social networks if we regarded them as Status as a Service (SaaS) businesses.
Not all network effects work the same way. Status is a powerful motivator but inherently volatile.
I’ll likely do the podcast the rest of my life in some form
The reason is that I occasionally get to have conversations like this one
I listened again this morning on a drive and it is packed with more good advice than just about any conversation I can recall, recorded or not
He hated the NBA. The NBA's best players loved him.
I spoke with Vassilis Spanoulis about Luka, Giannis and how someone who lasted one NBA season inspired the future of the league:
3/
@samhinkie
:
“Delayed gratification is underrated”
In the era of now now now, playing the long game wins – be willing to sacrifice short term title/salary/etc. in favor of learning and longer-term life/career trajectory.
1/ I’m thrilled to share that Betty Labs has been acquired by
@Spotify
! Joining forces will allow us to continue executing on our vision of building the ultimate destination for community-specific conversations and contribute to the future of audio
.
@patio11
is 1 of 1.
“Abundance is the only cure for scarcity, ever. Everything else merely _allocates_ scarcity.”
Read him to learn writing, logic, operations, economics, government, tech, agency, effectiveness, humanity, humility, humor,…
Last year, a group of geeks convened on Discord in response to a Twitter thread about California’s woes with the vaccine rollout. They very quickly found themselves running a critical piece of national public health infrastructure.
Here is our story:
My conversation with
@ClaireThielke
, head of Hines real estate in Asia.
We discuss:
- using patterns across cities to spot investment opps.
- new RE forms
- East v west
- “tomorrow time”
@Rich_Barton
said in our episode “I think she’s a superhuman.”
I rarely find a new podcast that I like
But since I’ve gotten used to David’s style on
@FoundersPodcast
, I find myself listening almost every day
If you want a sense of what it’s like, I recommend the episode on Estée Lauder. What a badass she was
“If you act like you have all the answers, your team will too. But if they see you trying things, taking accountability when you screw them up, and getting back up to do it again…they will do that too.”
New post: Will scaling work?
This is the crux in arguments about AI timelines.
In order to think through my own position, I wrote the post as a debate between a skeptic and a believer.
Skeptic point 1:
Data bottlenecks won't be clearer by self-play/synthetic data:
"Isn't it wonderful that you can have lifetime relationships with people and you really enjoy those relationships and they're filled with respect? And trust! It's wonderful."
—
h/t
@Post_Market
Legend, John Malone 🐐💎, in an hour-long video pod w/ Aryeh Bourkoff (TMT i-banker extraordinaire).
Take a trip through JM’s professional history (including when he & Buffett couldn’t understand how this kid Bill Gates’ little business had a moat).😱
1/
Fun Game 7 story in here, but it left out how Shane, his wife, and friends celebrated winning an NBA championship at…Denny’s. A tradition they continued (together) since winning the Final Four that began w/ a state title in HS as a Sr. and a Jr. and a So.
Shane Battier: Winner.
Today,
@GuptaRK22
hosts
@ShaneBattier
for a conversation on drive, data, performance, team, coaching, and more
Michael Lewis called Shane the “no stats all star,” because everywhere Shane went, the team won
Ravi pulls out why that was possible
Enjoy!
Sam Hinkie: "Doesn't matter what you say. It matters what they hear, and it matters how they feel. That's not a way to manipulate someone. It's a way to deeply understand their set of problems..."
Bill Campbell's superpower was emotional intelligence.
@tferriss
tends to introduce someone to wider audiences. Before your team decides whether they like
@balajis
or not, I'd encourage you to consider his ideas. One by one.
I don't know what'll come of this.
But if it's anything like what regularly comes out of Ravi's mouth, it's a must follow. He's succinct and grounded and super duper gifted.
Thrilled to announce
@WithOtter
's $23M Series A, led by
@jesskah
and
@Alfred_Lin
at
@sequoia
! We're building childcare that feels like family and we're actively hiring! Read more at
“We decry current machine intelligence as cheap tricks, but perhaps our own intelligence is just the emergent combination of a bunch of cheap tricks.”
Sam Altman
Machine intelligence, part 1
└
When Codex fails like this the kind of thing you can do [casually clicks delete] is you can just try again. There's no punishment for getting it wrong.
“Technologies succeed when they become so cheap you can waste them on minor things that then become necessities." — Kevin Kelly
What Amplitude has become is so, so impressive.
Years ago they figured out "your digital product *is* your product" & built tools to make it better.
Now everyone needs those tools.
Much respect.
@lachygroom
~ not exactly, but close enough ~
Big History. 48 half-hour lectures.
on-ramps:
•large, 400 page book
└
•medium, 5,000 word article
└
•small, 20 min video c/o
@billwurtz
└
Devs: If you're doing sneaker twitter work and find it boring/repetitive, consider joining
@scoutapp_ai
. I'm biased, but it's all-around the best place to work on ST.
Here’s why 👇
My conversation with
@GuptaRK22
Our whole conversation is about focus and the value of keeping the main thing the main thing
This is a business discussion, but also a life discussion, with someone that’s thought a lot about both
Enjoy!