CEO @SocialCapital CEO @hustle Bestie @theallinpod
Learn with me: https://t.co/PSBNs9US6o
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Mar 24, 2023 • 4 tweets • 1 min read
1/ Founders: If you have competing term sheets, what factors are important beyond price? Firm A has a lower valuation BUT a much better track record of realizing that value. Firm B has a history of paying up but fewer exits. Who do you choose? 🧵👇🏾
2/ Startup employees: Similarly, how do you weigh offers from two competing startups? Is there data hiding in plain sight that may help you decide whose equity will be worth more?
Jan 5, 2023 • 4 tweets • 2 min read
New data from @AkiliLabs clinical trial for teens 13-17yo with ADHD show that 2 out of 3 teens had meaningful clinical improvement in attentiveness (using an FDA-cleared test to measure attention deficit) and 1 in 4 teens tested into the normal range. All through a video game
These results are 3X better than Akili's clinical trial results for 8-12yos, which was their original FDA authorization
Jan 3, 2023 • 5 tweets • 2 min read
The two most important drivers of the next decade: the marginal cost of energy AND the marginal cost of compute will both go to zero.
What does this mean?
Take one of the biggest technology leaps of 2023: ChatGPT. It takes 6,000kWh and $100K per day to run ChatGPT, per @tomgoldsteincs, not including the $1B MSFT spent to fund @OpenAI
What I read this week... student debt, Japan stays nuclear, where do people live the longest
wsj.com/articles/miami…
Aug 19, 2022 • 8 tweets • 2 min read
I’m proud to share that $DNAA has successfully completed its deal to bring @AkiliLabs public. I am investing $100M in @EddieMartucci & the Akili team to address the growing and worsening mental health crisis in the U.S. /1
Today there are limited options & access to treat the cognitive issues (memory/attention/etc) associated with diseases like depression, autism, ADHD.
Treatments like therapy & pills may help mood, but don’t target cognition - which can be just as debilitating to daily life /2
Aug 19, 2022 • 7 tweets • 2 min read
What I read this week... Third Point/Disney, California megastorm, record arrests at the border, and the story of Three Arrows Capital
businesswire.com/news/home/2022…
Aug 12, 2022 • 5 tweets • 1 min read
What I read this week... the passing of a legend, the retirement of another, and the World Excel Championships
wsj.com/articles/tom-a…
Jul 15, 2022 • 7 tweets • 2 min read
What I read this week… and thoughts on how Biden can turn around his presidency 👇🏾
We need @POTUS to shake up management before his board of directors (i.e. American voters) replaces him chamathreads.substack.com/p/what-i-read-…
Jul 5, 2022 • 8 tweets • 3 min read
In Nov-2021, after 11+ years, I began a process to sell my ownership in the @warriors. I sold an initial tranche in Dec-2021 and last week I sold my remaining stake to existing investors.
A few reflections as I close this chapter…
Most people thought investing in sports franchises was a bad bet back in 2011. They were wrong. In addition to being a good investment, though, I also wanted to be one of the first minorities to own a piece of a prominent sports team.
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