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Everyone talks about AI slop. No one talks about PE (private equity) slop. - restaurants that lost their soul - medical practices that feel like assembly lines - apartment buildings designed by an Excel formula The algorithm didn’t kill culture. The margin model did.

Courses that should be taught in high school: 1. Building credit/savings 2. Career paths/expected salaries 3. Student debt 4. Excel 5. Mental health 6. Nutrition/exercise 7. CS/data science 8. CPR 9. Substance abuse (Juul addiction) 10. Cyberbulling What would you add?

$18.99 for a single organic strawberry from Kyoto at Erewhon. We are so back.

WeWork cutting their IPO valuation in half to $20B is amazing. Imagine walking into your office and telling employees that your company is now worth 50% less than it was yesterday. Will be an incredible MBA case study one day.

The future of work is remote. Most companies aren’t ready for the change. Remote work requires new infrastructure and management styles that aren’t taught in school. Companies who figure it out have a massive talent arbitrage opportunity. Every investor should encourage this.

I ran into an investor friend who was summering in California. He ordered a glass of Santa Barbara pinot and told me: “I didn’t drink for a year. Then on New Year’s I woke up and realized how boring my life had become. So I had a few drinks that day, and suddenly life had color again.” When I asked why he quit in the first place, the answer was simple: better sleep, fewer distractions, full immersion in work. He’s the type who goes all in, which is part of what makes him world-class. So when he discovered longevity, he didn’t dabble. He installed a hyperbaric chamber, bought an infrared sauna, and swapped happy hours for tennis matches. A year later, he’d landed on a middle ground. Still disciplined, but now sipping a couple of glasses of wine. Nothing extreme. And he seemed lighter, even happier. Listening to him explain his new regimen, I realized how far we’d drifted from our twenties. Back then it was shots of top-shelf tequila. Now it’s top-shelf supplements and IV shots of NAD+. In Los Angeles, status used to mean a G-Wagon in the driveway, a Nobu reservation, a Riviera golf membership, or a Bird Streets house “next to Leo.” That game isn’t gone, but the subtler flex now looks less like Rodeo Drive and more like a medical lab. The question isn’t “What car are you driving?” It’s “What’s your protocol?” Designer closets have given way to microdosing GLP-1. Hollywood Bowl tickets have been swapped for Hyrox race entries that sell out faster than Coachella. Bryan Johnson, Andrew Huberman, and Peter Attia are the new A-listers. Nobody’s quoting movies anymore, but everyone’s comparing T levels. In tech WhatsApp groups, biomarker screenshots now circulate with the same energy Porsche waitlist confirmations once did. Even the biggest celebrities have joined in, turning their “health journeys” into content. In August, the Kardashians flew to Mexico for stem-cell therapy banned in the U.S., a ban that only made it more exclusive. Naturally, it became both an Instagram flex with a million likes and a tabloid headline. Part of it is just age. My friends are getting older, and the ones with early-adopter instincts—and money—have found a new playground in personalized medicine. The same people who once hunted obscure apps or underground music are now swapping supplement stacks and sleep hacks. COVID accelerated it. Locked indoors, people built home gyms, experimented with diets, and turned longevity from a fringe hobby into a mainstream obsession. The old signals also got boring. A Ferrari says money. A cold plunge says enlightenment. And it’s not only millennials and middle age. For younger New Yorkers, longevity isn’t about hacking DNA. It’s about escaping the chaos of city life and maybe finding a date. On Saturdays, Bathhouse in Tribeca is the new brunch table. Forget bottomless mimosas. The real weekend move is sweating with strangers and hoping your soulmate shows up somewhere between the sauna and your third cold plunge. Contrast therapy is the new Tinder. Sure, the longevity craze might look ridiculous from the outside at times. But it’s ridiculous with benefits. A Patek Philippe watch tells you the time, but an Apple Watch tells you your heart rate, sleep score, and how much stress you’re under. At some point in my thirties, I realized health is the best ROI. Lose it and you’re only half-present at home, at work, and everywhere in between. I’d take a Prenuvo scan over another luxury purchase any day. Health compounds; things depreciate. But like my friend who found a middle ground, I’ve come to see that joy matters too. Sometimes longevity means the glass of wine, the night out, the moment that keeps you human. The old adage was that money can’t buy time. These days, that may no longer be entirely true. Now excuse me, my biomarkers are waiting.

Most of the smartest thinkers I know are working in the cryptocurrency space. You can call this a bubble. Or you can educate yourself and try to understand why so many brilliant people are dedicating their lives to this emerging field.

The most interesting intellectual conversations on the Internet are happening on: 1. Telegram (invite-only groups) 2. WhatsApp (invite-only groups) 3. Slack (invite-only groups) Welcome to the "invite-only" social internet. We're just getting started.

I spent weeks researching & writing my 2020 technology predictions. 🎉 Time for some fun (thread) 1. Future of Face ID: Apple won the early days of face authentication, which they’ll aggressively expand as a replacement for email & passwords. Google, Amazon, Facebook will...

When looking for a startup to join, search for companies who are “succeeding despite themselves”: 1. Product funnels aren’t optimized 2. Marketing channels still being tested 3. Operations are messy If customers love the product despite this, they have early product market fit.

I know people in San Francisco who book Waymo & ride around the city in them for hours as a “remote office” doing phone calls.

WeWork's downfall & Silicon Valley's reactionary focus on gross margins is amazing. In an industry that loves saying "MBA's are not necessary" - it's clear that so many people (operators, VC's, etc.) could have used basic finance classes. But keep bashing business education.

2 years ago, every Thanksgiving dinner table was talking about Bitcoin & cryptocurrency. A few topics if you want to stir the pot tomorrow night: 1. Cybertruck 2. WeWork 3. Softbank 4. AirPods Pro 5. Bloomberg 6. Facebook 7. Recessions 8. Juul 9. Uber 10. VCs What else?

There are so many "startup photos" that inspire me. My two favorites: 1. Jeff Bezos in a tiny office with spray painted Amazon logo. Humble beginnings. 2. Steve Jobs & the Macintosh team sitting on their office floor. Baby in the photo reminds me that startups are a family.

Every investor is thesis driven until they hear Sequoia is leading the round.

Topics that interest me right now: 1. Future of consumer 2. Mental health 3. Apple Watch/biometrics 4. ISA's 5. The rise of operator/angels 6. Silicon Valley exodus - real or not? 7. Luxury software 8. Slow onboarding 9. Vocational schools 10. Monetization What's on your list?

Courses that should be taught in high school: 1. Building credit/savings 2. Career paths/expected salaries 3. Student debt 4. Excel 5. Mental health 6. Nutrition/exercise 7. CS/data science 8. CPR 9. Substance abuse (Juul addiction) 10. Cyberbulling What would you add?

Everyone talks about AI slop. No one talks about PE (private equity) slop. - restaurants that lost their soul - medical practices that feel like assembly lines - apartment buildings designed by an Excel formula The algorithm didn’t kill culture. The margin model did.

What was your AOL screen name? Be honest. We won’t judge.

Over half my friends have had to do IVF recently. We’ve done 3 cycles and are now doing surrogacy. No clear explanation for why so many in our generation face this. Feels like something we’ll understand in 10 years—that we should’ve figured out much earlier.

WeWork cutting their IPO valuation in half to $20B is amazing. Imagine walking into your office and telling employees that your company is now worth 50% less than it was yesterday. Will be an incredible MBA case study one day.

2 years ago, every Thanksgiving dinner table was talking about Bitcoin & cryptocurrency. A few topics if you want to stir the pot tomorrow night: 1. Cybertruck 2. WeWork 3. Softbank 4. AirPods Pro 5. Bloomberg 6. Facebook 7. Recessions 8. Juul 9. Uber 10. VCs What else?

$18.99 for a single organic strawberry from Kyoto at Erewhon. We are so back.

Topics that interest me right now: 1. Future of consumer 2. Mental health 3. Apple Watch/biometrics 4. ISA's 5. The rise of operator/angels 6. Silicon Valley exodus - real or not? 7. Luxury software 8. Slow onboarding 9. Vocational schools 10. Monetization What's on your list?

The most interesting intellectual conversations on the Internet are happening on: 1. Telegram (invite-only groups) 2. WhatsApp (invite-only groups) 3. Slack (invite-only groups) Welcome to the "invite-only" social internet. We're just getting started.

I ran into an investor friend who was summering in California. He ordered a glass of Santa Barbara pinot and told me: “I didn’t drink for a year. Then on New Year’s I woke up and realized how boring my life had become. So I had a few drinks that day, and suddenly life had color again.” When I asked why he quit in the first place, the answer was simple: better sleep, fewer distractions, full immersion in work. He’s the type who goes all in, which is part of what makes him world-class. So when he discovered longevity, he didn’t dabble. He installed a hyperbaric chamber, bought an infrared sauna, and swapped happy hours for tennis matches. A year later, he’d landed on a middle ground. Still disciplined, but now sipping a couple of glasses of wine. Nothing extreme. And he seemed lighter, even happier. Listening to him explain his new regimen, I realized how far we’d drifted from our twenties. Back then it was shots of top-shelf tequila. Now it’s top-shelf supplements and IV shots of NAD+. In Los Angeles, status used to mean a G-Wagon in the driveway, a Nobu reservation, a Riviera golf membership, or a Bird Streets house “next to Leo.” That game isn’t gone, but the subtler flex now looks less like Rodeo Drive and more like a medical lab. The question isn’t “What car are you driving?” It’s “What’s your protocol?” Designer closets have given way to microdosing GLP-1. Hollywood Bowl tickets have been swapped for Hyrox race entries that sell out faster than Coachella. Bryan Johnson, Andrew Huberman, and Peter Attia are the new A-listers. Nobody’s quoting movies anymore, but everyone’s comparing T levels. In tech WhatsApp groups, biomarker screenshots now circulate with the same energy Porsche waitlist confirmations once did. Even the biggest celebrities have joined in, turning their “health journeys” into content. In August, the Kardashians flew to Mexico for stem-cell therapy banned in the U.S., a ban that only made it more exclusive. Naturally, it became both an Instagram flex with a million likes and a tabloid headline. Part of it is just age. My friends are getting older, and the ones with early-adopter instincts—and money—have found a new playground in personalized medicine. The same people who once hunted obscure apps or underground music are now swapping supplement stacks and sleep hacks. COVID accelerated it. Locked indoors, people built home gyms, experimented with diets, and turned longevity from a fringe hobby into a mainstream obsession. The old signals also got boring. A Ferrari says money. A cold plunge says enlightenment. And it’s not only millennials and middle age. For younger New Yorkers, longevity isn’t about hacking DNA. It’s about escaping the chaos of city life and maybe finding a date. On Saturdays, Bathhouse in Tribeca is the new brunch table. Forget bottomless mimosas. The real weekend move is sweating with strangers and hoping your soulmate shows up somewhere between the sauna and your third cold plunge. Contrast therapy is the new Tinder. Sure, the longevity craze might look ridiculous from the outside at times. But it’s ridiculous with benefits. A Patek Philippe watch tells you the time, but an Apple Watch tells you your heart rate, sleep score, and how much stress you’re under. At some point in my thirties, I realized health is the best ROI. Lose it and you’re only half-present at home, at work, and everywhere in between. I’d take a Prenuvo scan over another luxury purchase any day. Health compounds; things depreciate. But like my friend who found a middle ground, I’ve come to see that joy matters too. Sometimes longevity means the glass of wine, the night out, the moment that keeps you human. The old adage was that money can’t buy time. These days, that may no longer be entirely true. Now excuse me, my biomarkers are waiting.

The "open floor" office will never be the same: * Spoke to friend in NYC finance office & they're putting plexiglass around each desk * Companies will lease more office space (not less) so employees can distance * 70% of US offices are open floor. Cubicles will be trendy again

I know people in San Francisco who book Waymo & ride around the city in them for hours as a “remote office” doing phone calls.

The future of work is remote. Most companies aren’t ready for the change. Remote work requires new infrastructure and management styles that aren’t taught in school. Companies who figure it out have a massive talent arbitrage opportunity. Every investor should encourage this.

Sent email to a founder letting him know we wouldn’t be investing. I don’t recommend sending this response, but it did make me laugh.