Truth-seeker. On a mission to drive cost of living to zero. Founder @ Lookout, Investor @ SNR (11x🦄). Believer in founding ideals of 🇺🇸
San Francisco, CA
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The #1 question every founder and investor should be asking is: What’s defensible in AI?
I'm publishing a series of posts that were previously only shared privately covering principles of defensibility in technology markets and how they apply to each layer of the AI stack.
The first drops today (and includes a bonus bedtime story!): writing.snr.vc/p/defensibili…
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The more we let today’s toddler AI run amok on the internet, fixing any bugs it finds, the harder it will be for tomorrow’s even more advanced AI to cause much harm.
This continues ad infinitum.
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Welfare for retired IMO veterans?
Everyone in the world-models space is sitting on a pile of cash and a ton of buzz, but good luck getting anyone — from the founders to their own data suppliers — to tell you what they're actually building.
spr.ly/6017BGXRX5
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Stock distributions are a pain to execute (we try to do them whenever possible at SNR), but way more tax efficient than selling stock and distributing cash.
If I were an LP, I’d be extremely happy about this and would HODL my shares.
FD: long SPCX
Valor Equity Partners is handing out stock to its LPs instead of cash returns.
spr.ly/6018BGp6sn
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Another chapter in the book "Be careful who you put on your board": techcrunch.com/2026/09/14/so…
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I don’t say this lightly but just had the most pleasant interaction at AAA and everyone there seemed to be having a similar experience.
What are they doing to make their team so good?
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Kevin Patrick Mahaffey retweeted
We did it again. Temporal just raised a $550M Series E round at a $12.55B valuation.
Learn more about how we got here: temporal.io/blog/temporal-ra…
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an incredible opportunity at a very important organization 🌲
The Long Now Foundation is searching for our next Executive Director. For nearly 30 years, Long Now has fostered long-term thinking in the framework of the next 10,000 years. As we look toward our next chapter, we're seeking a leader who can build on this strong foundation: deepening our programs, strengthening our financial future, and continuing to grow Long Now as a home for long-term thinkers and builders everywhere. The search is officially open. If this resonates, we encourage you to apply — or send it to someone who comes to mind.Â
More information and application link here: na2.hubs.ly/H07LCHH0
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A rare case of wisdom in venture.
I inaverdently learned this during the dotcom bubble. Our companies were getting marked up by top tier VCs (who we were targeting so that we can establish relationships and learn from them). That led to a positive feedback loop with LPs who seemed impressed by mark ups and it took us down the path of becoming a feeder fund which works well until the crash.
In the end we learned what matters is controlling our own destiny. Not needing someone else’s funding or validation and just creating good businesses, some of which turned out to be great. And avoiding the smoking craters that will result from over funding untested, undisciplined companies that think they’re hot shit because of superficial interim markers of success. It’s what I called Cargo Cult Capitalism in a blog post from decades ago.
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Kevin Patrick Mahaffey retweeted
The startup just raised a $26 million Series A to grow its customer base and help reduce red tape for utility and construction work.
spr.ly/6011B1IvFP
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CivilGrid, which collects data about utility assets, property ownership, and more to build a "Google Maps for the underground", raised a $26M Series A (@sokane1 / TechCrunch)
(Visit Techmeme dot com for the link and full context!)
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Excited to shared @CivilGrid raised a Series A to scale Google Maps for the underground.
To achieve infrastructure abundance, we need reliable subsurface data.
Congrats!
techcrunch.com/2026/08/27/th…
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Greg is a legend. Excited about the future with him taking a big role guiding the future of OpenAI.
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Freedom is Slavery. Slavery is Freedom.
Building permits indicate that a person tied to a controversial tech entrepreneur has plans to open a Freedom Coffee café in San Francisco. sfchronicle.com/food/restaur…
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He who struggles with joy in his heart struggles the more keenly because of that joy.
Gloom dulls, and blunts the attack.
We are not the first to face problems, and as we face them we can hold our heads high.
- Vannevar Bush
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🤖 Uber Eats robot delivery is coming to the EU.
Starting next week, customers in Helsinki can have eligible orders delivered by autonomous robots through our partnership with Coco Robotics, making Finland our first EU market for robot delivery.
And we’re growing fast: we launched Uber Eats in Finland in May with 3 cities. Three months later, we’re adding 8 more. 🇫🇮
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