NYC bout to have the best summer since 2016 its uppppppp

NEW YORK OR NOWHERE

GAVIN BAKER: “A month ago, @SpaceX did not have a cloud computing business. Now by some measures, it is the fourth largest cloud ahead of Oracle — and they did that in 1 month. Let's see what they do in a year. “A really important variable for SpaceX is how many gigawatts can they bring on over the next few years because they are monetizing these gigawatts of terrestrial compute at a very high rate. “Then, when are we reusing Starship such that we could put Starlink V3 satellites up into space, enable direct to cell, and then orbital compute soon after? “There is a path here as a as a public company, with a series of events and milestones that investors can use to track the company's progress.”

Oh yes, I remember that Bond film where the villain decarbonized the auto industry, brought fast internet to everyone on the planet, and helped paralyzed people interact with the world again.

LinkedIn, X, Instagram, Reddit

I’ve been a Knicks fan for 14 long days, so tonight was very special for me personally

AI startup CFO, CEO, CMO, and CTO

My alma mater @HotchkissSchool sent >20 students to Yale the year above me!

Need a finance bro tracker opposed to celebrity tracker for floor seats at Knicks...Managing Partner Darren McFields not quite court side, two above , with an AUM of $2bn. Seems like $5bn AUM is the minimum to get court side

I think one of the biggest misconceptions about banking and buyside jobs is that your hours are only bad during your analyst years Reality is that there are still VPs and MDs who are well north of 40 but still pulling 70-80 hours per week despite having kids and a family The sheer number of hours might not all be spent at the desk, but they are constantly traveling, talking to companies, going to dinners to meet with potential clients, and building up relationships Even when they are at home having dinner, a lot of them are not fully present and still thinking about the job. Not to mention, they are always on call when something needs to get done. There is no concept of a vacation or time off, no matter the circumstance I have had VPs/MDs join in client calls in the middle of their kid’s graduation and during their best friend’s wedding. Every MD I have ever worked for has always been responsive to client emails within minutes, even during time away The uncomfortable truth is that when you have a seat paying you that much, there is no escape from the role. You are signing up for it to consume every second of your life That is the price you pay for the money and status it earns

This is the middle of SF rn

work 40 hours a week so you can retire at 65 and can finally afford the camera that took this picture

SF rent so bad rn I’ve got a kid moving into our Harry Potter closet on an air mattress for $1500/month

this is hilarious

The only thing that venture investors care about right now is VELOCITY How can you improve that you have insatiable capacity for growth If you have that, nothing else matters That won't hold forever, but for now the slope matters a lot more than the quantum (or economics TBH)

good take

Exciting launch from our portco @meow - check it out!

Early stage VCs are the tinned fish of venture capital these days; perceived as cheap by some, revered by chefs, collected by others.

There are so many early employees getting rich in tech It's hard to start a unicorn It's hard to invest in a company that becomes a unicorn It's not hard to pick a hot $1B company that might be worth $10B in a year