investing, writing, building
San Francisco, CA
Joined April 2024
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Pessimists sound smart. Optimists make money
Gloom sells:
A study found that negative words in headlines drive more clicks, while positive ones make people scroll past.
It is the same in startups and venture capital.
▫️ It is easy to explain why a company will fail
▫️ It is hard to imagine how big it could become if it works
Most of the time, the skeptics are right.
Startups usually fail.
But every great company began as something that looked impossible — and every legendary investor learned to see what others dismissed.
The hard part is not finding what is broken.
It is believing in what could work and backing it before anyone else does.
That is how founders change industries.
And how VCs make history :)
🧨 The man who saw 2008 coming just called AI the next bubble
Michael Burry, the “Big Short” investor who predicted the housing crash, is now betting against Nvidia and Palantir.
His fund, Scion Asset Management, disclosed more than 1 billion dollars in put options on the two AI giants.
▫️ Nvidia recently became the world’s first 5 trillion dollar company
▫️ Palantir is up 174 percent this year
Burry’s message was simple:
“Sometimes we see bubbles. Sometimes the only winning move is not to play.”
When someone who built his career spotting bubbles starts shorting the leaders of the AI boom, the market listens.
He might be early. He might be contrarian. But his track record speaks loudly.
If his thesis holds, this could become 2008 rewritten in code and silicon.
What do you think? Is this foresight or fear?
Sam Altman’s business model: “Trust me, bro” 😎
Altimeter’s Brad Gerstner asked the question everyone’s thinking:
“How can OpenAI, with $13B in revenue, make $1.4T in spending commitments?”
Sam fired back:
New Cluely ?
Aside (@AsideAI) shows live suggestions during sales calls, helping sales reps answer technical questions.
Connect your docs, Slack, and past winning calls — Aside surfaces the right answer in 0.8s. No more “Let me get back to you.”
Ruben Dominguez Ibar retweeted
Makes sense why @Google is worried 🤣
The FAKE MRR era has officially come to an end 🎉
Bye Bye fake MRR screenshots 👋
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1. Upload a read-only Stripe API key
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3. And a nice dofollow backlink as a bonus
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