Replying to @JulienBek
@JulienBek (@sequoia): When everyone loves an investment, assign a devil’s advocate and imagine how it could fail before committing.
Source: 20VC with Harry Stebbings
Replying to @michael_jmoritz
@michael_jmoritz (@sequoia): Bill Gates removed his car radio because it distracted him from thinking about Microsoft.
Source: Giant Ideas
Don Valentine (@sequoia): Learning to tell a compelling story is essential to raising money.
Source: Stanford Graduate School of Business
Elon Musk (Tesla / SpaceX): Creating OpenAI to counter Google helped accelerate the very technology he was worried about.
Source: The Economist
@HowardMarksBook (Oaktree): Let your children make decisions, including wrong ones. They need the experience to learn how to choose for themselves.
Source: My First Million
Kenneth Griffin (@Citadel): Study your winning investments too. Understanding what you got right can help you repeat it.
Source: Norges Bank Investment Management
“A wealth of information creates a poverty of attention.”
— Herb Simon, 1971
Simon was writing about how organizations could cope with an abundance of information when human attention remained scarce.
His observation feels even more relevant in the age of generative AI: he was one of the founding figures of artificial intelligence.
Replying to @m2jr
@m2jr (@floodgatefund): A startup pivot doesn’t mean starting from scratch. Keep what you’ve discovered that others have missed, and change the product or who it’s for.
Source: Giant Ideas

