Invest Like The Best. [03.25.2025]

Raanan bets on resilient founders who’ve faced personal challenges, like Fireblocks’ Michael Schaulow.
"The most important thing in my view is the adversity and the ability to overcome it."

White House Intensity: A Mission Like No Other. Chamath Palihapitiya on the adrenaline-fueled experience of working on a trillion-dollar spending cut.

All-in [03.21.2025]

Olivia Moore on the arrival of AI video models like Hyluo and Sora, reshaping creation.

a16z. [03.26.2025]

TWIST. [03.18.2025]

20VC. [03.24.2025]

Cerebris uses faster SRAM over HBM, solving capacity issues with wafer-scale integration for efficient AI inference.
"In a GPU, most of the time it’s doing inference, it’s 5 or 7% utilized. That means it’s 95 or 93% wasted."

TWIST. [03.18.2025]

Otter, a microwave-sized satellite, extends satellite lifespans and removes debris, cutting costs.
Quote: "We're trying to take a satellite... and steer it into dock using... electric propulsion."

Invest Like The Best. [03.26.2025]

Wiz’s pivot to urgent cloud security pain points, rather than just important ones, fueled its rapid growth and success, showing the value of addressing immediate customer needs.

Cypress Growth Capital’s royalty model has no zero-return deals in 60+ investments, leveraging cash-tied royalties for low losses

Full Ratchet [03.25.2025]

Only 40% overlap in top AI apps by usage and revenue, favoring niche tools.

a16z. [03.26.2025]

TWIST. [03.18.2025]

20VC. [03.26.2025]

In the competitive SaaS landscape, firms must achieve the Rule of 40—balancing growth and profitability—to attract mid-market private equity exits and secure their future.

Tim Dillon. [03.22.2025]

Andrew Schultz shares his success performing in Bahrain and Qatar, where audiences embrace his American pop culture humor, proving comedy transcends borders.

World of DaaS [03.25.2025]

Rob Henderson discusses how luxury beliefs, such as the “defund the police” movement, are often held by affluent individuals but disproportionately affect less fortunate communities, who bear the brunt of the consequences.

Vince Hsieh emphasizes the importance of ruthless prioritization for scaling startups, drawing lessons from Facebook’s growth strategy, where even with vast resources, focus was key.

Full Ratchet [03.24.2025]

Lenny's Podcast [03.23.2025]

Rahul Vohra explains that true virality is driven by word of mouth rather than engineered mechanics. He notes that even Facebook’s viral factor, a measure of engineered virality, peaked at 0.7, underscoring the power of organic sharing."

Tony Xu shares how a macaron shop’s booklet of rejected delivery orders inspired the creation of DoorDash

Y combinator [03.26.2025]

Y Combinator [03.13.2025]

Figma’s success stems from its collaborative culture, where top talent engages in rituals like “Maker Week” to foster creativity. This environment has led to consistent innovation, including the development of Figma Slides.

TWIST [03.04.2025]

Y Combinator [03.13.2025]

As software creation speeds up, Field predicts design will be key to standing out. He notes, 'As software gets easier to build, design becomes more important.

Hsieh stresses ruthless prioritization, a lesson from Facebook’s growth, for scaling startups.

Full Ratchet [03.25.2025]

Rahul Vohra on ignoring some user feedback to focus on those who love the core product: 'You have to deliberately not act on the feedback of many of your early users.

Lenny's Podcast [03.23.2025]

TWIST [03.04.2025]

Non-developers can’t easily create AI agents yet; strong teams are needed for complex integrations. As noted, 'Most of the most impressive agents we see are being built by strong developer teams.

Y Combinator [03.26.2025]

Y combinator [03.13.2025]

Figma pivoted from drones and memes to design tools, fueled by user feedback. A meme generator in 2012 nearly broke their spirit, but its text-rendering tech later fueled Figma’s first version.