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Big Venture™️ thesis is stronger than ever (High IRR on a large $ amount)

Reading about the Ramp annual dividends in 30 years berkshirehathaway.com/letters/2022lt…

1) Damn $MSFT Azure beat big, growing 39% Y/Y vs 34.2% cons. Commercial bookings +30% Y/Y. RPO grew $53B Q/Q to $357B. Like $GOOGL, AI demand is only accelerating. $MSFT capex ex-leases $17.1B vs $17.9B cons. F26 capex guide on earnings call is much more important. $META

Design is going public today. I feel immense gratitude to Evan, Figmates (past and present) and the design community. THANK YOU! cnbc.com/video/2025/07/…

Half baked and top ticked idea: X should buy AngelList. The dominant media format for startups is the “0 —>$Xm in Y days” chart. The primary audience here is investors, I can’t imagine customers are that interested in them. Along with TBPN clips, long form pods, launch videos,

My mistakes of omission: Had conviction in the team + the importance of the problem, but overthought the exact solution at the time of the seed.

1. Enterprise adoption of AI has been slow and not yet transformative 2. The rate of improvement between successive generations of LLMs is slowing not accelerating 3. Lots of value is going to accrue at the app layer making AI do specific tasks accurately and consistently

If GPT-5 excels at coding, these vibe coding gross margins aren’t coming down anytime soon.

Aashay Sanghvi Jared's Law x.com/jaredpalmer/st…

Reposting for no particular reason at all.

Does Mag7 concentration have a parallel in the private markets? It does—the Mag7 is 38% of the S&P500. The top 10 private unicorns account for 33% of the unicorn universe ($1.4T of an estimated $4.2T acc. CBInsights). Ofc, the value on VC books is discounted from LRV.

Caffeinated is simply excellent. Time and time again, Varun Gupta and Raymond Tonsing have taken bold and contrarian bets. Have been lucky to partner with them a handful of times and looking forward to many more. And very cool to see them be more public.

We're excited to be OpenAI's default search tool in gpt-oss!

They will label data soon enough.

Instagram algorithm update from the Superintelligence team

When I was pondering a name for Nebular, the James Webb space telescope sent back its first images. Nebulae spotted light years away by a bunch of hexagonal mirrors floating in Earth's shadow - dust fusing to form stars. Felt like a good name. Needed a site & brand to match.

Born too early to capture AI, born too late to entrench into the enterprise