Co-founder and Managing Director of Altos Ventures
Joined April 2008
- Tweets 13,421
- Following 997
- Followers 60,241
- Likes 9,411
104 Photos and videos
Good for you for taking the high road and walking away. Crazy that an investor ghosted after signing sub docs. I have one even better. This was back in the old days where VCs wrote checks and the check was sitting in escrow with the lawyers. They backed out. Lesson is that until the money is in your bank account, never count on it.
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Incredible to see Michael Dell continue to not only remain relevant but personally leading in his fifth decade the tech industry. share.google/I1B1oLSP00lNWMy…
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This IPO illustrates the power of an individual partner over the brand name firm in VC. Pierre Lamond was a partner of both Sequoia and Khosla. But instead of those firms backing Cerebras, it was Eclipse (the firm he joined at the age of 84) that backed this little known chip company, multiple times, in the early years. What a way to wrap up a career (he was born in 1930, same year as Buffett).
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Another example for the same IPO - Mike invested through his new fund (Index missed out).
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Congrats to @andrewdfeldman and the @cerebras team on today's IPO. A decade ago, wafer-scale computing was a bet most of the industry had decided wasn't possible. Andrew ignored that and built it anyway.
A privilege to have backed this one at @hanabicapital
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Claude is so good that I think it’ll extend my investing career at least a decade. Everything that was effortlessly remembered when I was younger is no longer in working memory as I get older. Now Claude helps me connect the dots better than ever and go down rabbit holes quickly, whenever I want. What’s an extra decade of compounding worth?
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Ho Nam retweeted
This is what venture should look like.
This deserves a longer form blog post but for now a thread about an idea mentioned in our Q1 LP report.
We have a saying at Altos. Organize our funds around companies — not the other way around.
It sounds simple. In venture, it’s almost heretical.
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This is a great thread. Most of our mistakes stemmed from trying to be too precious about some arbitrary model or target. It’s the tail wagging the dog.
This deserves a longer form blog post but for now a thread about an idea mentioned in our Q1 LP report.
We have a saying at Altos. Organize our funds around companies — not the other way around.
It sounds simple. In venture, it’s almost heretical.
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