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SF is starting to feel institutionalized in a very bad way, like the Penn frat -> IB pipeline game but for a new type of finance bro. Alpha lies not this way
Insanely cracked team
starlink mini has changed the cost-benefit calculus of general aviation
cto started coding the second we got to the gate
in 2025 half your working memory should be devoted to remembering whether hitting cmd+enter in the app you're using will start a new line or launch some irrevocable process
not a coincidence that the only country with an "over the top" tipping culture is also the only one where everyone sees themself as a temporarily embarrassed billionaire 25% suggested tips aren't for the barista, they're for you
every so often the veil is lifted and we can see the Invisible Hand at work and it's beautiful
.@united SVP of route planning--Patrick Quayle: "If Spirit suddenly goes out of business it will be incredibly disruptive, so we're adding these flights to give their customers other options if they want or need them."
if you believe that well-designed companies founded today will have >2x more output per employee than in recent history (reasonable imo), then you must believe that the current benchmarks for founding engineer equity are too low (for several derivative reasons)
the incompetence and strategic myopia of the average corporate vc arm is staggering walmart/lockheed/in-n-out could be tier 1 firms if they chose to be
bloomberg beta is such a troll of a fund; sole investor is bloomberg lp but chooses not to invest in financial services, obliviating any brand name weight whatsoever
just landed in San Antonio and the airport is full of hundreds of #twinks arriving for #basicmilitarytraining #USA
sf is the global capital of risk capital and home to the most risk-on people in the world, which masks the fact that it's full of the most risk-averse people in the world (big tech employees) Analysts at Goldman have bigger balls
drone operator filming a full-stack agentic workflow startup launch video?
"The law of nature is, Do the thing, and you shall have the Power; but they who do not the thing have not the power." -HDT
any absolute metric is usually less useful than that same metric used as a numerator
Happy to see the Grindscore going viral yesterday. Always fun when people like a new metric or way to think about data. By popular demand, here are the highest Grindscore public software companies (of those I follow closely):
United States Tren
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- 17. Pacheco 4,344 posts
- 18. Leon Slater 2,410 posts
- 19. Cal Raleigh 4,444 posts
- 20. 49ers 43K posts
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