Trends I'm most excited about

* Outcomes as a service
* Influencers founding startups
* Universal autonomous housing
* Direct to patient healthcare
* NFT royalties for artists
* Dynamic pricing for all workforces
* Brain computer interfaces

I love being a generalist investor
* Career reskilling regardless of prior credentials
* No code for every workflow
* Enabling hybrid work
* Practical robots that can see
* Psychedelics curing mental health disorders
* Figma-ify every piece of software (collaborative web)
* Rebundling of chat networks
My idea of Outcomes as a Service—

a/ there's a lot of money
b/ people can do smarter/better things if they use software
c/ they don't want to buy that software
d/ if you lend or take risk because you have software, you can take a cut of the benefit

@ShelfEngine @goformic
People don't want to buy software or software as a service

They want outcomes. Thus, Outcomes as a Service

Legendary investor Kyle Doherty says it best—

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More from @garrytan

12 Nov
Bilal Mahmood is my pick for San Francisco's AD17 state assembly seat.

We need bold common sense ideas for how to fix our city & state—
🚨 safe streets
📚 great schools with advanced math
🏡 solving the housing crisis

Follow, donate and volunteer for @bilalmahmood today
His experience reflects my experience: SF is a beacon for people who want to create new things, and it is the frontier. Immigrants from around the world come here to build the future.

But we're losing our way, and a leader like Bilal will help fix our wayward political machines
We don't need politics as usual. A vote for Matt Haney (who removed algebra from public middle schools in SF) and David Campos (who is deeply enmeshed with the progressive machine owned by nonprofits like TODCO) is a path to ruin.

If we let the machine fester, SF will suffer.
Read 4 tweets
11 Nov
Myrna Melgar is such a political neophyte she said the quiet part out loud in the SF Chronicle. She admitted to corruption that should be illegal.

Classless taunting by someone who didn't win the most first place votes to begin with ImageImage
What is this really about? Nonprofits in San Francisco run things.

And with that, corruption, graft, and our city is falling apart. Why is Myrna Melgar attacking @ShellenbergerMD?

He wrote a book on how this corrupt progressive machine has ruined this city. Image
If you want to know why our city is covered in needles, poop, crime, and no pragmatic housing, you'll have to read San Fransicko.

Melgar, Preston, Peskin, Ronen and their whole crew make sure this place stays that way.

Read 4 tweets
10 Nov
I am not a billionaire! I want everyone else to be billionaires. In fact, I think we've funded people (usually just an idea or a demo and a few founders) who went on to become billionaires (or close) at least a few dozen times now.
Also I never cofounded Palantir, I was employee #10. I designed the logo. I worked there for about 2 years very early, 2005-2007, and left when it was around 100 ppl.

I made a whole video on YouTube about how I lost $200M by turning down Peter Thiel.

I usually say "ignore these insane people" but you have to understand:

These people are highly aligned and close associates with the extremist progressive SF machine!

I'm a common sense liberal, and they attack me. It makes no sense.

Read 4 tweets
9 Nov
This person works for the SF District Attorney's office.

Why is she harassing reporters? Our Asian American communities are grieving and she is fighting a PR battle for perception.

We don't want perception. We want actual safety. The DA's office subsidizes image, not reality.
Dion Lim is reporting the pain of our community. I am Chinese-American. I grew up in Fremont. We drive 880 regularly. I have a 2 year old at home.

This is a constant attack on our communities—by public officials paid by our tax dollars. It's an outrage

Support @safersfnoboudin
This image made me cry today, I literally wept between back to back Zooms when I saw it. This is not the Bay Area I want to know.

This is not what our society should be. We don't deserve this. Nobody does.

Asian Americans won't forget this.

Read 5 tweets
5 Nov
SFUSD jukes the stats by combining Algebra 2 and Precalculus and calling it "advanced math" when it fails to qualify for basic University of California recognition and is missing key concepts

How can a child study STEM without advanced math? SFUSD is failing public school kids.
I care about this because I was that public school kid in the SF Bay Area. Advanced math and AP Calculus by senior year let me learn to code, build companies, and now help create companies.

It's material to our ability to create things and solve problems as a society.
This is why @recallsfboe is going to pass, and why common sense leaders like @Scott_Wiener are coming over

The school board acts like politics (and moving up in SF politics like @MattHaneySF did) matters more than kids being able to get a good education

Read 4 tweets
4 Nov
San Francisco crime rates are up

The chance of having your car stolen went up 26% in 2020 and 52% so far in 2021 (both vs 2019)

The number of violent crimes rose from 0.9 per 10,000 people to 1.2 per 10,000 people—up 34%.

On Muni—violent crimes per rider are up nearly 3X
**The chances of being a victim of a crime increased even as the overall crime rate decreased**

Innumerate, dishonest politicians and their stooges want you to believe "Crime is down" but the SF streets became more unsafe in real ways during the Pandemic.
“When you tell people in San Francisco, ‘crime is down,’ you completely insult what they’re experiencing." —@SupStefani

heresaymedia.com/data-offer-clu…
Read 4 tweets

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