Christopher Lopez retweeted
I find this conversation foreign - along with the argument that we are "data center constrained" or "energy constrained." Historically, in markets - price is the leveler of supply and demand. If you have a constraint, you price higher - you don't have "surplus demand." But in this market, VC$$$ act as subsidies (as they did in consumer internet). Everyone believes if they have high growth they get unlimited VC$$$. The biggest fear becomes losing market share. So "growth at all costs" becomes the game on the field. With that reality, you are always going to have some constraint, because you are "knowingly" choosing pricing that is out of whack with balancing supply/demand. It will continue until the major players feel they are forced to reconcile unit economics and profitability (as eventually happened in ride sharing when Lyft went public). Until then, you by definition have constraints. We can’t disentangle true demand from subsidized demand yet. Some of the incremental demand is being engineered by the excessive VC$$$ forced into the system, and the competitive dynamic between two companies that are losing massive amounts of money. No one can argue they aren't losing tons of money. Amazon and Uber maxed out around $2B a year. These companies could lose $10B on more in 2026.
Christopher Lopez retweeted
Working on something ambitious is like climbing a mountain that’s covered in fog.
You can't see a clear path to the top. You have to take a few steps into the unknown to be able to see the next few steps in front of you. Inevitably, sometimes you’ll end up a local maximum and have to backtrack. That’s fine, just keep moving.
Christopher Lopez retweeted
The problem with working on startups is that it literally changes your brain & you can never see the world in the same way again. You have less patience for bureaucracy, institutions, process, the status quo & incremental improvements.
Christopher Lopez retweeted
Since 2014, Microsoft's Azure business has grown from roughly $500M revenue run-rate to nearly $43B revenue run-rate today. And it is still growing at an astonishing 46% per year.
One of the best examples of great capital allocation and execution in software history.
Christopher Lopez retweeted
You cannot get educated by this self-propagating system in which people study to pass exams, and teach others to pass exams, but nobody knows anything.
You learn something by doing it yourself, by asking questions, by thinking, and by experimenting. 🧠
Christopher Lopez retweeted
It's not the lack of intelligence, it's the lack of focus that is stopping you. 🧠
Christopher Lopez retweeted
Striking contrast between a company in Australia giving 30% of their equity to the world vs a company in Atlanta giving nothing to even their own employees.
Tech has its faults but the one thing it’s had is more equity for employees than old industries. I hope we don’t lose it.
Christopher Lopez retweeted
1. Stocks: all-time highs
2. Home prices: all-time highs
3. Incomes: all-time highs
4. Job openings: all-time high
5. US Core Inflation: highest since 1991
6. Fed: we need 0% rates through at least 2023 & trillions more in bond buying to boost asset prices & increase inflation.
Christopher Lopez retweeted
• Read everyday.
• Spend time with nature.
• Ask questions.
• Never stop learning.
• Don't pay attention to what others think of you.
• Do what interests you the most.
• Study hard.
• Teach others what you know.
• Make mistakes and learn.
• It's Okay to not know things!
Christopher Lopez retweeted
The single most important factor to success is the ability to make things happen.
This requires determination, resourcefulness, focus, tenacity, confidence, a willingness to look like an idiot, and an ability to do the work when no one is watching.