Improving & #buildinginpublic with @getheadway, frmr Tesla PM, @beondeck fellow, rides bikes a lot, invests a bit
Marin County, CA
Joined July 2008
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I’m gathering that healthcare reform happens in three stages, but sorta all at once bc of AI:
1) removing admin
2) removing middlemen/rent-seekers
3) replacing providers
Ultimately, it’s insurers, care groups and the government left. Reduced costs via job losses.
Congrats to the Tennr team on the $18M Series A!
Tennr (YC W23) uses powerful home-grown AI models that allow healthcare suppliers and practices to grow by automating the painfully manual work it takes to move patients through the healthcare system. forbes.com/sites/davidprosse…
Ehhhh I worked with the eng teams on the models and built/maintained the calculators. I was always shocked at how far people would go to test out the estimates. I doubt they do it in their IC cars.
reuters.com/investigates/spe…
Counterpoint: the world is increasingly financialized and data-driven, thus people mostly make variations on a popular theme that makes money. Same with movies.
Risk ⬇️, money ⬆️
New Twitter’s content strategy seems to have taken a page out of Howard Stern’s book. I don’t care what you call me so long as you call me.
“Heterodox” is the new “contrarian”, which was the new “unpopular opinion”.
Keep up folks.
I see a lot of VCs generally positive on Twitter and I think this is why:
Elon’s est. $1.7b annual debt expense forces him to operate a large tech platform with the sort of extreme financial discipline the valley hasn’t seen in 15+ yrs. It’s a fantastic live biz case.
Imagine, you’ve been in restructuring your entire career, overseen several blockbuster bankruptcies and think you’ve seen it all. Then you get to FTX.
This dude’s having the time of his life.
TLDR your neighborhood coffee shop has better internal controls.
SBF purposefully left little paper trail for day-to-day comms, yet used unsecured email for private keys. Can’t claim it was “for security” given that. Dude was trying to conceal.
TLDR forensic accountants and law firms are gonna bill SO MANY hours.
Also, guessing they’ll find a lot of embezzlement and missing funds. Unfortunately plenty of time to cover tracks since they all wrote the code too. CTO was checking in code the whole time.
Building generative AI products as a standalone *seems* like a commodified, losing proposition. Distribution alone isn’t a moat.
Bundling into a workflow like Notion or Grammarly (or an API) seems stickier: notion.so/blog/introducing-n…
In a high-rate environment, most VC will go to pure software plays. But these pure GAI businesses have fairly low barriers to entry since the models are widely available.
Low barriers + high margins = big funding = big competition
Great for consumers. Shit for investors.
On one hand, Hanlon’s Razor seems pretty appropriate for a bunch of young folks blowing up multi-billion $ businesses, let alone ones as complex as a crypto exchange/hedge fund.
On the other hand, knowing your exposure is, like, THE job. And also they misused customer funds.
