Pinned Generational company. Congrats @kiwicopple , @AntWilson & team. Supabase is a relentlessly product-focused team that shows up every day and does the work. One of the most important AI companies of the future. Grateful to have backed them since the early days. Supabase has raised 500Mata500M at a 500Mata10B valuation In this round we are giving @supabase employees the opportunity to cash out 25% of their vested options. We have done this in every round since inception. We do it as a “cashless transaction” so that employees don’t need to front
Everyone talks about AI slop. No one talks about PE (private equity) slop. - restaurants that lost their soul - medical practices that feel like assembly lines - apartment buildings designed by an Excel formula The algorithm didn’t kill culture. The margin model did.
The TikTok War: Why High School & College Kids Are Getting The Wrong Information about Hamas & Israel I spent the weekend trying to reverse engineer the TikTok algorithm, as I am convinced this is the reason we're losing the information war with high school & college students.
Courses that should be taught in high school: 1. Building credit/savings 2. Career paths/expected salaries 3. Student debt 4. Excel 5. Mental health 6. Nutrition/exercise 7. CS/data science 8. CPR 9. Substance abuse (Juul addiction) 10. Cyberbulling What would you add?
$18.99 for a single organic strawberry from Kyoto at Erewhon. We are so back.
WeWork cutting their IPO valuation in half to $20B is amazing. Imagine walking into your office and telling employees that your company is now worth 50% less than it was yesterday. Will be an incredible MBA case study one day.
Company dashboards should feel like video games: • Goals: employees should feel like they’re chasing goals whenever they open • Achievements: unlock rewards if team hits specific goals (bonus $, experiences, cool shit) • Social: explore data together Nobody has built this.
The Wanna Kicks iOS app is a killer mobile AR experience that makes sense. Makes me want to buy shoes. Everyone I've shown has their mind blown. Feels like a new era of mobile shopping experiences is about to be born across many categories. Any other fun examples you've seen?
The future of work is remote. Most companies aren’t ready for the change. Remote work requires new infrastructure and management styles that aren’t taught in school. Companies who figure it out have a massive talent arbitrage opportunity. Every investor should encourage this.
In Tokyo, I have gone to: * Savoy: 8 seat pizza shop that served best pizza I’ve ever had * Aldebaran: 5 table burger spot that made best burger I’ve ever had * Gen Yamamoto: 12 seat mixology bar that served best cocktails I’ve ever had Sometimes quality isn’t meant to scale.
I’ve met more people in my neighborhood from owning a dog than any application on my phone.
Is there anything more condescending than calling someone “bud”?
Replying to @jmj As I looked at the tactics and data, I saw that much of TikTok is being controlled by anti-Israel bot farms, paid commenters/likers/sharers — much of which is paid for by Hamas supporting organizations.
Most of the smartest thinkers I know are working in the cryptocurrency space. You can call this a bubble. Or you can educate yourself and try to understand why so many brilliant people are dedicating their lives to this emerging field.