Investor. // Building @contrary, @Contrary_Res // Former Index, Coatue, TCV // Husband, Father, Christian @ch_jesuschrist

Joined July 2013
3,178 Photos and videos
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My focus: The architecture of compounding human potential
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The annual world championship of American highlight reels. Smashing like on every. single. one.
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Having children is the most hope-filled demonstration you can offer in favor of the future you want to bring about. My kids get the benefit of the last 250 years of American history. My job is to help build the future their kids will enjoy for the next 250 years.
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Fable is currently export controlled & rumors are that 5.6 will also be subject to an approval framework. Whatever jiu jitsu the Chinese are using to get us slow down our own frontier models while letting their models run free appears to be working. Who is capturing who? 🧐🇺🇸
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"Claude, why did the global economy just shut down?" "...Claude?..."
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Rex genuinely is an artisanal VC; deep relationships, unique touch, and a thoughtful partner. Have very much enjoyed learning from what he’s built.
We’re thrilled to announce $100M in new funds for Daybreak. We've raised a $75M Fund II a $25M opportunistic vehicle we're calling Daybreak Meridian. Our goal is to be a founder's first check (ideally their first "yes") and to keep backing them as they hit escape velocity. We're also opening an office in SoHo, which we hope becomes a home base for founders starting companies. There's a Henry David Thoreau quote I’ve always liked: "None are so old as those who have outlived enthusiasm." I feel lucky every day to do this job. I hope we all never lose the enthusiasm. 💯 x 🌄
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The playbook for rebuilding American shipbuilding already exists. We just have to look at the past and understand what it means for the future.
In 2024, one Chinese company built more commercial vessels by tonnage than the US has produced since the end of World War II. The US accounts for 0.1% of the global commercial shipbuilding market. China accounts for 53%. American shipyards are graveyards. But they don't have to be. Read @kwharrison13 for Arena 008: At Sea online or in print today 🚢
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My politics are this, but unironically.
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A couple years ago, I wrote on of my favorite essays: "Playing Different (Stupider) Games." For some reason, I found myself revisiting a particular section of that essay:
😳 @chamath admits to @danprimck on the next episode of THE AXIOS SHOW that his history with SPACs is "a blemish on my track record." "My incentives were grossly misaligned...I was too insecure to admit it."
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Mr. In The Arena is having some feelings.
😳 @chamath admits to @danprimck on the next episode of THE AXIOS SHOW that his history with SPACs is "a blemish on my track record." "My incentives were grossly misaligned...I was too insecure to admit it."
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No disrespect to Harry. But this kind of thinking really grinds my gears. Mainstream VC has lost the plot on business building. This momentum-first mindset reminds me of the dinguses during ZIRP who were like "i replaced my salary daytrading. wen stonks go up i buy more"
🚨 deleted post alert
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The aforementioned dinguses: x.com/TikTokInvestors/status…
A sneak peek of one of our top secret trading strategies. h/t @ryanfeller_
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Why Remote Work is White Collar Fraud. "I have a three-year-old and a five-year-old. The idea that I could do any work at my house is like a total fantasy. The kids come home at 3pm, your work day needs to keep going. I'm highly against it." @typesfast
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As I stroke my greying beard and ponder on a long-ago time when VCs branded themselves as micromobility investors
Electric bike rental company Lime is seeking to raise up to $180.9M in its US IPO, offering 6.7M shares at $24 to $26 each, giving it an up to $1.7B valuation (@jordtwitzgerald / Bloomberg) (Visit Techmeme dot com for the link and full context!)
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I found the dictionary-perfect definition of mission-driven: “I believe in ruthless optimism. Rational decision making requires detached risk analysis. But we also cannot win if we believe we can lose. Merging the two requires orienting teams around driving missions. That way, when a real opportunity presents itself, you can take a huge swing.”
Now that I’m out of government, I can finally respond for myself: Get bent, soyboy. We didn’t do this for “Silicon Valley . . . companies.” We did this for you, for your family, your community, your state, your nation, and your species. Nuclear energy provides the safest, highest density, reliable power available on our planet. My career colleagues at DOE and NRC inspired me to think about nuclear as a way to forge American steel and electrolyze aluminum without releasing particulate matter, to desalinate water in the Middle East and save humanity from resource wars. By rejecting the false narratives and Cold War hysteria, we can secure the next American century while raising whole countries out of poverty. Do you really think I left an incredible career at Kirkland, paid out of pocket for an apartment in DC and dozens of cross-country trips, and left my family on the west coast because I wanted to enrich people I never met before taking this job? I came to D.C. to do something that mattered, to satisfy a driving curiosity (more on that later), and, most importantly, to serve. As I learned more about nuclear energy and its history, I developed a conviction that one nuclear’s biggest issues was a culture of cynicism: nothing new or exciting could happen because it would end in disappointment, and that militated against rocking the boat even a tiny bit. The career staff in government and their industry counterparts lived through dark winters before and stopped believing that warm springs could bloom into summers. I have two core philosophies. First, I believe in ruthless optimism. Rational decision making requires detached risk analysis. But we also cannot win if we believe we can lose. Merging the two requires orienting teams around driving missions. That way, when a real opportunity presents itself, you can take a huge swing. If I take credit for anything—honestly, almost all of the success belongs to the incredible and dedicated people at @ENERGY and @NRCgov—it’s countering the cultural rot and morass that risked forfeiting American excellence. My colleagues and I gave cover to the scientists and engineers, which freed them up to focus on delivering safe power. And, as success materialized, they started to dream again. That’s why the pilot program succeeded, and why I feel confident about the future of NLICs and NRC reform. Nobody needs me anymore because they can innovate on their own. My second core philosophy is to assume positive intent. Avi, I know that you heard about my real motivations from multiple people you interviewed when preparing your hit piece on me. Rather than telling that story, one which could help inspire another generation of people to use their talents for the greater good, you ignored them. Instead, you implied that Peter Thiel recruited me for nefarious purposes. (I’ve never met him, but, @peterthiel, if you’re reading this, I’m a huge fan!) Nuclear regulation starts and ends with safety. I promised everyone I worked with that I would resign before doing or pushing for anything that could compromise public safety. But I also distinguished between real safety and performative bullshit. That’s what the careers came to embrace, too. We love nuclear, why would we do anything that could risk threatening its future? America faces a crossroads. We can either trod a road of cultural decay or hike our way back to the peak of global innovation. Join me on the latter path. Correct the fear mongering and conspiracies and tell the story of America’s great reindustrialization. Tell the story of our public servants, our great entrepreneurs, our scientific dominance. Tell the real story about how DOGE went nuclear.
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It boggles the mind that anyone can criticize capitalism when it’s given us such glorious fruits.
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Kyle Harrison reposted
Of course capitalism isn't natural, you incomplete set of plastic picnic utensils. What's natural is theft, robbery, and murder. What's natural is anarchy, chaos, the rape of the weak by the strong, and nature red in tooth and claw. The free market, which you call "capitalism", is not called "free" because everyone is free to do whatever they want. Because what a lot of people want to do is steal. You'll know which ones by the hammer and sickle logo they draw on things. No, the free market is called free because it is freed from coercion and violence. And of course it was spread by violence, you factory-defective lawn flamingo. Because it was spread by hanging all the bandits and robbers, and if hangings aren't violence I don't know what is. And of course it's maintained by coercion, you British pub food connoisseur. If you don't coerce thieves not to steal, then they will steal everything you build faster than than you can build it. You have to use violence to stop the violent, and coerce the coercers not to coerce. And of course it's maintained by the superficial facade of liberal democracy, you Vogon poetry appreciator. The global average citizen is a mentally retarded third-world savage with less emotional self-control than my cat. If we let them have candidates that truly represented their agenda, then every useful thing humanity has built for the last twelve thousand years would be torn down in a week to buy them more party drugs. Followed by every woman being raped to death, and then uncomprehending starvation as they slowly and painfully learned that grocery stores don't spontaneously spawn food pickups, like in video games. Jesus Christ, woman, you're talking about a species that evolved to live in hominid tribes of 100 apes, and throw rocks at zebras. In modern civilization, the so-called "average" person is so far out of his depth that the fish have lights on their noses. And the more complex and sophisticated civilization gets, the more investments in the future that we need to protect, so that the retarded monkeys don't steal them all to buy more vodka and cigarettes. Yeah, sure, sometimes capitalist systems end up defending property that someone's great-grandfather stole. But so fucking what? You think communism is gonna fix that? You think communism is gonna bring justice? Communist nations can't afford justice. They can't even manage to feed themselves half the time. Get back to us when you've mastered the agricultural revolution, we've only been waiting since the beginning of recorded time. The trick is to put the seeds in the dirt, guys.
Clara Mattei brilliantly debunks a century of capitalist propaganda by explaining how capitalism is unnatural, has existed for only 0.1% of human history, took control of the world through violence, and is maintained by coercion and the superficial facade of liberal democracy.
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You’re exactly right. The load bearing assumption of bottlenecks is doing a lot of work. But here’s where it gets real. It’s not just bottlenecks — it’s a paradigm. And here’s the part nobody’s talking about: the bottleneck behind the bottleneck. Let me break this down. 👇
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Kyle Harrison reposted
The Flame of the West The future belongs to cheap, autonomous, software-defined weapons. Great book
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