regardless of where the ai cycle ends, it is inevitable that the number of investable assets pre-ipo is going to go from 1000s to dozens pretty quickly most of the market has intuited this, but very few are taking it deadly seriously. my view of what’s going on here;

First Portals on the Austin Network start construction in two weeks. Goods will then be open to the public in two months. Stoked for everyone to try it! The team built something really special.

Over the past 35 years, the cost of the components in the Electric Stack - li-ion batteries, magnets and motors, power electronics, and embedded compute - have fallen 99%. The Electric Era is inevitable. The question is who builds it. I wrote 40,000 words to understand.

🧵 1/ Is venture broken? It’s a question I’m hearing almost daily across the VC ecosystem – and as an LP, one I can’t ignore. We set out to find an answer by digging into the data. What we found was that, despite the expanding influence of mega-funds, dedicated Seed & Series A

substack just rug pulled all of their customers the creator economy’s promise is taking power from institutions and giving it to individuals but substack has now become the institution they're extracting value from creators and trying to lock them into their platform for good

Our AI ad for David Beckham’s company, IM8, just got 35 million views ONE DAY on IG. Check out the process for how we made an AI twin of Aryna Sabalenka (#1 tennis player in the world) and then aired it in Times Square for the US Open. Full prompts and process below 👇🧵

BREAKING: Unpacking the largest investment in the history of Altimeter → OpenAI Reaching a $500B valuation & 700M WAUs, Apoorv Agrawal, AI & Software Partner at Altimeter, breaks down how to value OpenAI's insane growth We dig into the numbers. + PLTR FDE, XBOW, Power Laws,

I've seen a lot of solo founders getting scooped up by OpenAI, Coinbase, and others. I'm not sure if this is a corp dev strategy or purely coincidental, but it's much easier to acqui-hire solo founders than teams with multiple founders. Smaller amounts of cash can be

show don't tell - a thread of raw lipsync-2-pro demos that speak for themselves 👇

🚨BREAKING: Google just dropped Nano Banana inside Gemini and it's WILD People are already calling it the best AI photo editor in the world. Here are 12 insane examples + how to use it:

VCs commonly underestimate how much founders dislike fundraising. Many founders will simply take an early, reasonable offer, just to be done. Speed and decency wins a surprising number of deals.

VCs are hunters. They find most deals outside the nest and love the chase. If you cold email/DM, they’ll think something’s wrong, why would prey offer itself up? Want funding fast? Be hunted. Bonus: if more than one hunts you, they get even more excited.

Most founders never ask this when raising VC money, but you should: Call 2 portfolio companies that failed (how did the VC behave when things went south?). If they want a board seat, will the GP still be there in 10 years? You don’t want a random replacement showing up, plenty

All of the desirable people - the ones that you actually want to work with, spend time with, or date - won’t apply for the job. They have to be identified from afar and hunted down.

These require excellent communication: 1) Recruiting - to motivate people to join 2) Fundraising - to convince people to invest 3) Strategy - to rally people around the plan 4) Product vision - to inspire people to build Founders who delegate comms are delegating all the above

Google's Nano Banana is pretty wild. People just dropped some new insane use cases 100% AI bananas 1. What is going on here?

Raising an expensive round from a bunch of high net worth angels is a bad idea. This summer I’ve seen seed-stage companies raising SAFEs at $80M+ valuations with no venture firm of record on the cap table. You’ve just given yourself ~24 months to find product-market fit and

why limit yourself to just earth? the all new lipsync remote lets you lipsync lifeforms across every planet in the galaxy! try it out for yourself at lipsync.com

U.S. judge rules in $GOOGL search monopoly case -- Google must share data with rivals but won’t have to sell off Chrome. The stock is up over 5% 👀

hello and welcome to the august edition of the sync. changelog this past month was full of exciting changes - from studio lite to lipsync-2-pro (and everything in between) check it out for yourself 👇