The Wisdom Wall

“At the end of the day, like what I've come to is like, it just has to be what percentage of the fund is going in rather than what percentage of equity you're getting out of these companies, right?”

“remote work actually works best for like an AI brain within a company because everything is recorded and you have to record all your meetings and transcripts.”

“However, whoever wins the like ingestion of all the data, though, first is going to have such a superior advantage unless you're Sam lesson and you think you can just export from one model to another, which I tried and it was very difficult.”

“Around 20 14 ish is when we hit critical mass of a billion people on social media and a billion people on smartphones. Since then, it's been really hard to create a meaningful brand that lasts more than like a drop in the bucket for a couple of years.”

“I think anytime you need a flow chart to explain how your board works and is hired, you're probably starting from a bad position.”

“I believe you should recycle. I think that's how you actually preserve a lot of follow on capital so that you can write more sort of initial checks.”

“for LPs to do the work, I think is really important because even if you just continue to put your money into Sequoia and Andreessen, Like, they're not getting the lion's share sometimes of these bigger companies, and a lot of these younger firms are still performing, even if they're only a few years old. So, scatter…”

“Instead of asking the person I'm going to ask the agent is a habit your brain has to learn and switch into. And for people in engineering, I think that's more native right now or product, but for people in sales or HR or, you know, even some just non-technical roles, it's not native. And so the first step is just…”

“my etiquette to women founders would be actually to like pump themselves up a little bit more. Like I, there's a lot with body posture, tone, not ending questions like this. Um, like just like so much about communication.”

“brands built prior to that era, especially in non-tech categories, so think CPG, beauty, retail, et cetera, um, still can flourish. In fact, like What's old is new again.”

“like any role with that AI is disrupting. You need to know how the sausage is made so that you can tell the agents What you want the thing to do, right? So I don't know that it goes away. I think it just changes structure, like the curriculum itself changes.”

“Apple's typically behind on a lot of product launches on purpose. They, they kind of do like a watch and see and, and private build.”

“I think one of their strategies has been to figure out how to utilize their content library more efficiently so that the volume of content does make the consumer feel like there's just a plethora of supply, even in these new markets they're opening up.”

“One, I think anytime you need a flow chart to explain how your board works and is hired, you're probably starting from a bad position.”

“if you can own your, um, audience, right, which if you can get them into a subscription, um, that's one way to own them and then upsell them on products like that is a much more viable strategy than being beholden to retail.”

“everyone squeezes shit in up until Memorial Day, and then nothing else happens until after Labor Day. So summer is April and May in Silicon Valley.”

“the thing in VC is it does take many years, maybe even 10 years to know if you're good at it. And so to Sam's point, it's, it's less about like wasting your, maybe it's wasting your time if you're not good at it, but it's like waiting for the results.”