AI-pilled investor and partner to the best management teams in Software, Critical Infrastructure and Tech-Enabled Services @ KOAT Capital 🇨🇦 + 🇺🇸

Palm Beach + Toronto
Joined December 2008
Self-awareness is a super power
No exaggeration, this guy might be the best interview in pro sports right now
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Wow
JUST IN: Nathan Fielder's Elizabeth Holmes documentary, "You Can See Everything," debuts with a 99% Rotten Tomatoes critics score & audience score — one of the highest rated films of all time.
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Daren Trousdell retweeted
Peter Thiel says pitch your startup as a discount to the future Most founders pitch a premium on their last round Which pitch would you rather hear as an investor?
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Hatrick for Marchenko
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Daren Trousdell retweeted
I started this podcast a year ago. It’s been the best year of my life. Thanks to everyone for watching and to every guest for the incredible conversations 🫡 In order by appearance: Daniel Ek Michael Dell Brad Jacobs Todd Graves Michael Ovitz James Dyson Patrick O’Shaughnessy John Mackey Tobi Lutke Jimmy Iovine Jason Fried Brian Armstrong Marc Andreessen Eric Jorgenson Tony Xu Evan Spiegel David Baszucki Adam Foroughi Dana White Strauss Zelnick Rick Rubin Ivanka Trump Gustav Söderström Ed Catmull Steve Stoute Scott Wu Jonathan Ross Eric Glyman Jeff Zalaznick DHH Micky Malka Lulu Meservey Travis Kalanick Sam Altman Torsten Reil Doug Leone Zach Dell Mati Staniszewski Luca Ferrari Peter Rahal Ronnie Fieg 41 down, many many thousands to go…
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Daren Trousdell retweeted
Ben Horowitz on what he expects in AI over the next 8 to 12 months. He thinks the infrastructure for AI is wrong, and it reminds him of the early days of cloud computing. Back then, everyone thought they could put their existing software on the other side of the wire. It didn't work, and everything got rebuilt: storage, networking, operating systems, virtualization, containers. This is why he expects the same with AI: 1. The workload. A database query is predictable. An AI query could run for a week, and the systems to manage those requests don't exist yet. 2. The chips. Nvidia's GPUs were built for video games. Ben calls them power-hungry and low-yield for what they do today. 3. The models. Training them means sucking down all the data on the internet, and he doubts that is where we end up. His conclusion: from the model on down, everything is going to change, and there will be a lot of opportunity in that. Full breakdown here: theaiopportunities.com/p/ben…
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Daren Trousdell retweeted
Mark Zuckerberg's 7-year-old daughter told him she wanted to be Taylor Swift when she grew up. He looked at her and said you can't, that's not available to you. Sounds brutal for a dad to say. But Zuckerberg built a $1.4 trillion company on the exact impulse he just shut down in his own kid, and he understands that impulse better than anyone alive. There's a French philosopher buried in this story. René Girard taught at Stanford, and his big idea was that desire is borrowed. You don't independently decide to want a Birkin bag or a corner office or a pop star's life. You see someone else wanting it, and you catch the wanting like a cold. He called it mimetic desire. One of his students was Peter Thiel. In 2004, Thiel wrote Facebook's first outside check, $500K for about 10% of the company, and he has said Girard is a big part of why he saw the bet. A website where millions of people watch each other's lives is a machine for showing you what everyone else wants. The theory said it would be irresistible. That $500K turned into more than a billion dollars. Every feature since runs on the same engine. Likes show you what others approve of. Followers show you who others watch. The feed is a 24/7 broadcast of other people's wants. So when a 7 year old comes home from a concert saying she wants to be Taylor Swift, Zuckerberg isn't hearing a cute dream. He's hearing the force he's monetized for twenty years, pointed at his own kid. And his answer was the one move Girard said actually breaks the loop. Stop copying the model. Become the model. His daughter thought about it and decided she wants people to want to be like August Chan Zuckerberg instead. He sells the itch to be someone else to more than 3 billion people a day. The one person he coached out of it was his daughter.
Mark Zuckerberg’s daughter told him she wanted to be like Taylor Swift. His answer: “You can’t. That’s not available to you.” He had taken August to a Swift concert. Afterwards, she told him she wanted to be like the singer when she grew up. Most parents would probably smile and encourage the dream. Zuckerberg gave her that answer instead. In the interview below, he tells the story himself. And his daughter’s response is the part worth hearing. August thought about it, then decided she wanted to grow up into someone other people would want to be like. Someone called August Chan Zuckerberg. Her father’s reaction: “Hell yeah.” Coming from Zuckerberg, that exchange is easy to admire and just as easy to question. There is ambition in wanting to become someone others look up to. There is also a lot of pressure in turning a child’s excitement after a concert into a conversation about becoming exceptional. She went to see her favorite singer. She came home talking about making her own name. Would you have answered your daughter the same way?
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This guy is something else. When you can communicate and command a room like this, past failures and issues mean nothing. Seriously impressive
WeWork's founder Adam Neumann says a $4.2 billion cab ride made him forget what the company was about before he even reached the office.
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Daren Trousdell retweeted
met a founder who stopped sending decks. just sent a 4-line email with ARR, burn, and one ask. got more meetings than the 19-page pdf ever did.
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Ronnie’s out on the podcast circuit and I’m here for it
Now Live on all platforms: 15 Years of KITH with @RonnieFieg 🙏
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Daren Trousdell retweeted
Kith CEO @RonnieFieg says social media algorithms have flattened taste: “Everyone now wants the same thing. You used to be forced to have your own opinion.” His influence came from riding across Queens, watching completely different cultures get on the train, and walking into stores before the internet had already told everyone what to like. “Every other stop would be a different culture hopping on the train.” “What I got to see became my world. That was my influence. I got to see so many different styles, people dressed in so many different ways, and that’s when the sense of individuality was at an all-time high.” “Before you were influenced by your algorithm, which now, a lot of people want the same things because it’s based off what they see.” “Back then, when you went shopping, you were forced to have an opinion because you wouldn’t have seen everything.” “Today, people will walk into a store and know about all the products before they walk in. They’ve already seen someone wearing it, a photo of it, a lookbook of it, a campaign of it.” “Back then you were just forced to have your own opinion.”
My conversation with @RonnieFieg, founder, CEO and creative director of Kith. At 13, Ronnie turned down an envelope of cash at his bar mitzvah and asked for a job instead. He started the next day in a sneaker stockroom and spent the next 15 years learning every part of the business before launching Kith in 2011. Today, Kith puts out more than 5,000 styles a year across apparel, footwear, kids and accessories, and has lines outside its stores from New York to Seoul. It has no outside investors, doesn’t wholesale and doesn’t license. Until recently, Ronnie was still the fit model for the product. Ronnie describes himself as a world builder, and this conversation is the best explanation I’ve heard of what that means. 0:00 You can’t work backwards from money 4:43 “Keep the envelope. I want a job.” 10:25 Why the CEO is also the fit model 18:43 The childhood shoe that launched his career 20:52 The Wall Street Journal, a line down the block and a visit from Adidas 26:48 Get rid of the crap 31:09 What luxury should actually mean 32:40 Why Kith doesn’t wholesale or license 38:24 Building the opposite of an arrogant sneaker shop 40:39 The Italian crook who registered Kith’s trademark 52:02 How a $20 deli experiment became Kith Treats 55:11 Serve your customers, don’t chase new ones 59:35 Always give people more than they pay for 1:02:41 Seeing 15 years of work laid out on the floor 1:12:00 Growing up before the algorithm 1:25:46 How a padel obsession created Kith Ivy Includes paid partnerships.
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Daren Trousdell retweeted
My conversation with @RonnieFieg, founder, CEO and creative director of Kith. At 13, Ronnie turned down an envelope of cash at his bar mitzvah and asked for a job instead. He started the next day in a sneaker stockroom and spent the next 15 years learning every part of the business before launching Kith in 2011. Today, Kith puts out more than 5,000 styles a year across apparel, footwear, kids and accessories, and has lines outside its stores from New York to Seoul. It has no outside investors, doesn’t wholesale and doesn’t license. Until recently, Ronnie was still the fit model for the product. Ronnie describes himself as a world builder, and this conversation is the best explanation I’ve heard of what that means. 0:00 You can’t work backwards from money 4:43 “Keep the envelope. I want a job.” 10:25 Why the CEO is also the fit model 18:43 The childhood shoe that launched his career 20:52 The Wall Street Journal, a line down the block and a visit from Adidas 26:48 Get rid of the crap 31:09 What luxury should actually mean 32:40 Why Kith doesn’t wholesale or license 38:24 Building the opposite of an arrogant sneaker shop 40:39 The Italian crook who registered Kith’s trademark 52:02 How a $20 deli experiment became Kith Treats 55:11 Serve your customers, don’t chase new ones 59:35 Always give people more than they pay for 1:02:41 Seeing 15 years of work laid out on the floor 1:12:00 Growing up before the algorithm 1:25:46 How a padel obsession created Kith Ivy Includes paid partnerships.
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Canadian Mining vs US 🤣
Today we're announcing $75M to build Solcoa One, our 500-tonne rare earth metallization plant in Nevada. At Solcoa, we believe rare earths are the foundation of America's next great industrial era. An era we intend to win on the merits, with superior American technology.
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This 👇🏻👇🏻👇🏻
Horowitz Andreessen Academy says every student will have to answer @elonmusk's #1 question.. “What did you get done this week?” “One of the most important things we need to do is design a school that creates & encourages high agency.” “To create high agency, you have to let students make their own decisions.” Students will report weekly to a pod of ~8 peers on what they built last week & what they'll do next week. “Once you enter the real world, that's how the whole real world works. There is nobody telling you you have to do anything.”
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So crazy
Here is official trailer, You Can See Everything
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Today, we’re launching an ambitious new school called The Horowitz Andreessen Academy. Based in San Francisco, The Academy serves the most promising young high school graduates. We think this can be an elite institution that attracts top tier talent. One that prepares students for the future rather than remaining stuck in the past. The #1 goal is to help students learn to build, which is the most important skill in the AI era. They'll learn primarily by pursuing their own projects, either individually or in groups. There are classes and guest lectures, too, from some truly amazing people who have built modern-day Silicon Valley. The Academy is designed as a network, since that’s the reason students go to school in the first place. Core to that network are our 10 Founding Partners: Anduril, Anthropic, Coinbase, Google, Meta, NVIDIA, OpenAI, Palantir, Replit, and Stripe. The network includes over 50 hiring partners and over 200 speakers and mentors. To join as a hiring partner or faculty member, you can apply on our website. We raised $42M in funding led by @a16z. I'll be CEO and @pmarca and @eriktorenberg will join me on the board. Applications are open for our Founding Class Fellowship, which will be one year and tuition-free. Eventually, pending regulatory approval, we plan to offer a two-year program that charges tuition, similar in cost to an elite private university. We're looking for the most unusually ambitious young builders on the planet. Come join us in San Francisco: theacademysf.com/
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Daren Trousdell retweeted
zuck essentially launched a new app store for agents today and Meta’s perfectly placed to crush it, you’re looking at a multi-trillion dollar opp if they pull it off: - instead of apps, agents get equipped with connectors i.e. plugins to any app, service or software tool. - suddenly your agent goes from a useless chatbot to an action-oriented helper that gets shit done for you but it gets even better - meta has collected ALL the data about you. they know what you want, when you want it which means they know exactly WHICH connectors to list in a marketplace and HOW MUCH to charge because they know customers will pay. it’s a masterclass. muse isn’t just some generic agent, it’s sitting on a treasure trove of data and meta can build a trillion dollar business on top of it.
Opening access for developers to build Muse connectors. You bring the API -- Muse brings the agent, the browser, and the context of what the person actually wants. People reach your service just by asking for it, and their agent takes it from there. New connectors are live today. Come build with us. muse.ai/platform
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🤯
Opening access for developers to build Muse connectors. You bring the API -- Muse brings the agent, the browser, and the context of what the person actually wants. People reach your service just by asking for it, and their agent takes it from there. New connectors are live today. Come build with us. muse.ai/platform
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Daren Trousdell retweeted
The holy grail for robotics is being able to generalize: doing work in unseen places We rented 30 homes in the Bay Area and are doing tasks without any new training
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