Francis Davidson

After 11 years of blood, sweat and tears – my time as Sonder's CEO has come to an end. Building a company from the ground up has been more rewarding, but also more challenging that I could have ever imagined. x.com/FDavidsonT/sta…

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Highly recommend this book by @stephenwitt. Goes through the play by play on the shift away from gaming, correctly predicting the limits of CPU efficiency, the network effects and performance enhancements behind CUDA. Jensen’s pragmatic take on AI is refreshing.

Excellent overview of trade. Basics are covered, but I also learned: - tariff levels are uncorrelated to trade balance. Raise tariffs and your exports take a hit too, not just imports. - the capital account surplus is very valuable to the US. Eliminating the trade deficit implies…

.@VP @JDVance gave a brilliant and optimistic speech at the Paris AI Summit today. He made clear that America will remain the leader in AI, free of excessive regulation, ideological bias and censorship, while also supporting a pro-worker growth path.

Bad manager pattern when a direct report quits: Instead of raising the bar and hiring externally, give a battlefield promotion to someone internal that's not ready for the position. (1) Less work (2) Avoid backlash (3) Gain political capital Internal promos are often the right…

This is the most important data this year (so far). Most people don't understand the implications. Some of us do.

Grok doesn't top the evals, but the data advantage is seemingly significant for real-time events x.com/i/grok/share/V…

Thrilled to announce Sonder's long term strategic licensing agreement with Marriott, as well as ~$146 million in additional liquidity. Thank you to the Sonder team, our board, advisors and Marriott for making this happen. I couldn't be more excited about this new chapter.…

Culture makes or breaks businesses. At @SonderStays we've spent the last 8 years iterating and refining our culture. We've decided to open-source our work by sharing our Culture Deck. You can find it here: linkedin.com/pulse/open-sou…

Deep dive with Ryan Mann at McKinsey on Sonder's disruptive stance in hospitality mckinsey.com/industries/tra…