Managing Partner @ontoventures Future abundance.
Australia
Based in Australia
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Let's reimagine the world from the atom up.
regenventures.substack.com/p…
#regenerativetechnology #climatetech
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In honor of Chad's birthday this weekend, CJ and Tommy Carr are raising funds for DIPG research to help give other children the future their brother was denied. Make a gift here: runsignup.com/cjandtommycarr
#ChadTough #DefeatDIPG #ChadCarr | @13Cjcarr @TommyCarr03
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Rare SF office opportunity.
Pay $350k rent instead of $1.2M! 😧
14,000 sq ft, 11 conference rooms and 3 phone booths
We’re subleasing our former Pear space at 1800 Owens Street—the Dropbox building. 14,000 sq ft, floor-to-ceiling glass, and genuinely one of the most beautiful offices you will see in SF!
Market rent is around $1.2M/year. We’re offering it for roughly $350K/year through the end of 2027.
If you want a spectacular SF home without paying spectacular SF rent, DM me! 🍐
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This episode has generated more texts from industry legends than maybe any other
It’s wild how much respect and admiration there is for Moritz
Clearly the “idol” for many of the greats who came after him
Michael really showed up for this interview, too
My conversation with Michael Moritz, one of the great venture investors of the last 40 years.
Michael joined Sequoia in 1986 and co-led the firm with Doug Leone (@dougleone) from 1995 to 2012. His investments include Google, Yahoo, PayPal, and Stripe.
His new book, Ausländer, traces his parents' escape from Nazi Germany and helps explain his lifelong interest in what shapes exceptional people.
We discuss:
- The infamous Steve Jobs profile
- Why Don Valentine hired him
- The question he finds most revealing when interviewing people
- Monomania and the cost of greatness
- Why he has never felt good at anything
- Writing, journalism and AI
- What he learned about himself writing Ausländer
I'd recommend watching this one if you can. Michael was incredibly thoughtful and reflective throughout, particularly when talking about his parents, childhood, and the more difficult parts of his personal story.
Enjoy!
TIMESTAMPS
0:00 Intro
0:53 Family History & Identity
7:03 Survival & Outsider Instinct
18:53 Studying Exceptional People
33:50 Self-Doubt & Success
41:17 Steve Jobs & Obsession
52:50 Joining Sequoia
1:03:22 Leadership & Alex Ferguson
1:08:25 Elon Musk & AI
1:17:12 Becoming Who You Are
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personally love the contrast in styles between you x Mike and @davidsenra x Leone... the privilege of a lifetime is being who you are...
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Dan Fitzgerald retweeted
waymo is helping everyone understand what it’s like to grow up with an asian mom
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Lots of exciting non-AI stuff happening.
Can't disclose a lot of details but if you want your future to contain abundant energy, cheap and dense energy storage, carbon removal, supersonic travel, giant cargo airships, new kinds of satellites, brain-computer interfaces, robots, abiotic food, and high-performance structural materials, you're in luck.
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i think courage and freedom are deeply contagious. when i see someone being unusually brave or free, some part of me thinks ‘i’m allowed to do that too’
and then someone sees you do it and feels the same. we give each other permission to be through example
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might as well work from the beach until we all get killed by AI
I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.
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Dan Fitzgerald retweeted
Terence Tao just posted this really insightful thread which seems to have been written in reaction to the Navier Stokes announcement. Please give it a read. mathstodon.xyz/@tao/11723732…
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not everyone liked the piece
I looked into why everyone is reading Lonesome Dove.
notboring.co/p/everyone-is-r…
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We're hosting a research day in SF.
You should come if you're building a data factory of some kind.
Data sales is one of the most important areas in AI today. It matters both for improved model performance, realizing true AI world models and especially for deeptech startups that now have a new monetization path.
However, the best way to build companies and durable revenue streams around data sales in deeptech areas is largely unsolved outside of Mercor and Scale.
We @CompoundVC have a very clear thesis for what platform <> data sales alignment looks like in biotech. Namely that companies shouldn't go significantly off their core path to sell data to frontier labs. We also believe that only biologically complex and general platforms make sense as data providers in the long term. This thesis is only one part of the puzzle. There's a whole world of materials, energy, health, and robotics that are still figuring out durable sales too that we want to discuss in depth.
At this Compound Research Day on Data Factories we will have several deeptech companies (including in bio!) showcase their data generation platforms, specifically focusing on data novelty and scale for model training. Operators at frontier and neolabs will also be in attendance and speak. Join us to discuss one of the most consequential areas in AI!
(We're still building out the speaker list so let us know if you'd like to present.)
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Oh man I’d love to come and learn how different founders are navigating this. One of the most delicate strategic paths for companies that have unique data collection and generation capabilities is how to value and monetise that without giving away the core differentiation (aka golden goose) that you might have in building your core product. But… does data endure as a valuable asset? Do you capture small amount of value now but it goes away due to commodisation? So many q’s…
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The incredible Steve Irwin died 20 years ago today.
I remember that day so clearly. I heard the news before school. It was devastating. It still is. He was such a force of nature with such raw passion and love for wildlife and adventure.
Some people live with such fervor that they only really need half a life to leave a legacy. Steve was one of them. It’s hard to think what he would have been capable of if he hadn’t of been robbed of his life so early. But alas, today is a day to celebrate his life and what he taught us.
Thank you Steve.
May God rest his soul and may his memory live on for eternity.
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Loving this idea of “perspicacity”. I’ve never encountered it before. Feels like a trait of those who are completely alive to the wonders around them.
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