definite optimist | @senra_systems prev: @blumbergcapital, @ftpartners

sf ➡️ la
Joined August 2015
Airport bookstore is selling lonesome dove. The world is healing.
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It’s much better to try to figure out what you want to do than try to get rich quickly
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Every meme in tech is a thielism > You can just do things = definite optimism > Invest in the team = Thiel's law > Build what customers want = competition is for losers > High agency = Secrets are real > Contrarian = contrarian and right
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Brb, heading to the manufacturing rodeo
🤖 Made with AI
BREAKING: The U.S. Army is preparing to stress-test America’s manufacturing capacity and supply chains. In early 2027, Army facilities and private manufacturers will compete in the first-ever “Manufacturing Rodeo,” designed to expose bottlenecks in America’s defense industrial base.
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I think I might be the only person that’s gone from banking to VC to startup
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There was once a day when integrity was a winning strategy for VCs I bet it’ll come again
I'm old enough to remember this
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Thiel is the greatest investor because he literally only cares about things that are true
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Peter Thiel's 4 lessons from the dot-com bubble: "1. Make incremental advances. 2. Stay lean and flexible. 3. Improve on the competition. 4. Focus on product." But then he says screw all that, the opposite is more correct: "1. It is better to risk boldness than triviality. 2. A bad plan is better than no plan. 3. Competitive markets destroy profits. 4. Sales matters just as much as product."
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Greg retweeted
When you look back, you’ll wish you’d just done the long-term version of everything.
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It seems very obvious that data centers need to make 0 noise
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1% of what I do is drive Alignment
99% of what I do in startups is gather Information
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99% of what I do in startups is gather Information
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This is mostly driven by opportunity cost Delta Slim explains it best in the hit movie Sinners
Getting vendors to vend is surprisingly difficult
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We're bringing film back to San Francisco. Since we strengthened our Scene in San Francisco film incentive in February, film and TV production in the city have surged. We permitted 309 productions, which: - Increased spending by 85% to $32.3 million - Employed more than 3,600 local crew members - Generated 5,630 SAG-AFTRA bookings for actors - Accounted for 4,303 hotel room nights Over the past year, I’ve had the opportunity to visit productions filming across our city and meet the talented crews behind them—many of which would not be here without the legislation we signed. Film creates jobs, generates revenue that powers services residents rely on, and shows off our city to the world. Let's go, San Francisco!
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The Mr beastification of VC is almost complete
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Solid read. There are three trends converging: > The US has built its military prowess on a small number of large and capable systems (e.g. we have 11 aircraft carriers) > The future of warfare is centered around a large number of small, inexpensive, and intelligent systems (e.g. autonomous missiles and drones) > China's supply base is building toward this future The conclusion is straightforward: The US supply base needs to reorient itself from producing large platforms to producing small, nimble, and intelligent systems
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If reindustrialization were a book, we'd still be at the first sentence on the first page. Get after it.
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The great American novel 10/10
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We must be cutemaxxing our robots
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It's amazing what great software can do for manufacturing operations
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