Seed investor in NYC. Partner @inspiredcap, formerly @firstround. I like good cold emails.

NYC
Primary learning from the first decade of my career: in the long run, it is counterintuitively easy to do hard things and hard to do easy things
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We were going to do hydrangeas in the front yard, but I think this is just the ticket
Hot news: If you're a qualified purchaser, you can actually buy yourself a Bullfrog, RIGHT NOW, from cuas.mil
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I think one of my favorite parts of this job is working with teams on upcoming fundraise decks. There tends to be this moment at some point in the process where the room realizes you've crossed a chasm and created something that is really going to resonate
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Muse is everywhere. My mother knows about it. There are ads in penn station. I know it seems on here like Instinct is keeping pace, but Muse feels like it’s on a path similar to ChatGPT where it’s just going to rip into mass market
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Chris Brown retweeted
The real marketing play that Meta has got right with Muse is marketing the product not the model
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What are the chances Oracle is just looking to get out of their commitment here?
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I think anyone doing software for manufacturing will be made obsolete in less than two years. Hardware design will follow soon after but not entirely. I think the only moat left is having machines to make things and a team of intelligent people that can harness the intelligence to get the most out of them.
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This is a good example of slowly then all at once. If it works as advertised, it’ll be the biggest unlock for me since…initially buying an iphone? You’re telling me I can hammer out a Saturday AM run with kids in the stroller and tick through my to do list hands free?
First preview of Muse on Oakley Meta Vanguard. Meta Connect is Wednesday at 4PM. Don’t miss it! 😎
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VCs 🤝 neoclouds Reselling a commodity technically accessible via other channels alongside an argument that the orchestration layer is valuable enough to justify the cost
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*Clay Christensen nods*
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Muse, Instinct, and whatever seventeen similar products come next just elongated Ben Thompson's writing career by two decades
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If the cost of legal services is approaching zero, it seems like no one has told the firms we work with
The cost of legal services is approaching $0. I've mostly seen two ways to monetize this theme: (1) selling tokens to law firms (@WeAreLegora & @harvey) who "resell those tokens" to their clients, and (2) providing legal services on your own to businesses or consumers at a much lower cost profile & taking on more clients. One thing I haven't yet seen is how to express this theme in other industries on the assumption that legal services are trending to $0. In a world where you have unlimited free lawyers, what are the opportunities to do things that you wouldn't otherwise be able to do? Some ideas: One idea is flavors of investing that are heavy on interfacing with legal/regulatory challenges i.e. public activism. On an adjacent note, buying B2B receivables and then using AI to collect. Interesting to think about the others. Especially with the advent of long running agents, opportunity set increases with ability to answer emails and engage with adversarial processes in a way that seemed harder before. Muse & Instinct feel like a first taste into what's possible.
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Chris Brown retweeted
Advisors for startups should be (equity) compensated on a tipping model. Create a lot of value, big tip. No value, no tip. Don't trust the founder to do the right thing, don't advise. Settle up 1x a year, someone is unhappy, relationship ends.
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the world appears to be increasingly voting with its feet that it doesn’t want to live underneath an anthropic/oai duopoly
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so the price of the hot dog will go up, after all
Big news! @Costco is now available nationwide on @UberEats 🛒 🇺🇸 This one has great personal meaning to me (on top of tremendous impact for Uber and our customers)
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the world appears to be increasingly voting with its feet that it doesn’t want to live underneath an anthropic/oai duopoly
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Chris Brown retweeted
EA AI safetyism increasingly looks like Marxism-Leninism for the algorithmic age. The old vanguard claimed privileged knowledge of the inevitable course of History. The new one claims privileged knowledge of the probabilistic course of Humanity. Both use an elaborate intellectual framework to reach the same political conclusion: a small group of enlightened people must constrain everyone else for their own good. That has never lead to anything except monumental human suffering.
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Chris Brown retweeted
I can’t stress enough how little an idea matters compared to the agency of the people executing the idea. I have had the privilege of knowing and sometimes even working with some of the most successful people (by various metrics). The difference between mediocre and excellent work and outcomes is predominantly one of agency. In practice this means: they dont wait for things to happen to them they go out and make things happen for them. They don’t wait for someone else to do something, for someone to teach them, for someone to give them the path, etc. They just go out and find a way to do it. I think the single biggest superpower these people have is the realization/belief that the world around them is completely mutable. Most everything that happens is because a person made it happen. I used to tell people to look around the room you’re sitting in. Look at everything. Every noun. It almost all exists because a person willed it into existence. Nothing is stopping you from doing the same. I see people online all the time dismissing someone else’s success because “I had that idea first” or whatever. I mean… yeah? If so then the difference is… you. So a bit of a self own whenever I hear that. Number one tip: act with agency.
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Chris Brown retweeted
.@clairevo at @lennysan & friends summit: "Whose's shipping more than ever in the last year?" *many hands go up "Whose revenue is going up proportionate to the amount of PRs?" *crowd laughs "That's the fundamental problem we're facing here!"
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slopflation
Maintenance costs for AI-generated code have jumped 300% in 18 months, code duplication is up 48% and refactoring has dropped 60%. The result could be a massive technical debt problem hiding inside companies that initially saw AI coding as a productivity win: Checkmarx
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