Chan Akireddy
@chan_akireddy
All Street / prev. led lending products @RobinhoodApp / following my curiosities, it's not that serious 🚴♂️📊📖🌁
Google testing your PM scrappiness via a 'vibe coding' interview - just to then put you through 7 rounds of 20-person product reviews and critiques of theatrical strategy docs if you just want to move one button in Gmail.
You're about see a new interview everywhere. Because Google is doing it. It's Vibe Coding. Here's what you need to know:
Between Polymarket / Kalshi, someone should spin up a prediction market on Microsoft acquiring Anysphere (Cursor). Github Copilot isn't even called out on this coding assistant mindshare list. However - Microsoft has $80B in cash / short-term equivalents and a $2.8T market cap.…
In 2021, I showed up at an @AcquiredFM meetup at Dolores Park. Small crew showed, 5 of us sipping beers and chatting. I asked @djrosent when they would do an episode on Robinhood. He paused and said “I don’t think your guys’ story is done yet”. I was confused at the time, since…
Again, this is really not the guy who should be removed from office:
who's building the cursor for calendars? i still haven't seen anything let me chat with my calendar, book meetings, and integrate with my email correctly.
I hope founders who aren't building in these specific categories aren't discouraged. And that there is so much opportunity out there for investors who can pause and see clearly while the VC hive mind is chasing trends.
You must be one of four things to raise right now: - AI high flier - seed co with the promise of being an AI high-flying company (extra points if you are young) - American dynamism/reindustrialization company - Bio enabled by AI
Lurie's approval rating is stunning. Even the ultra-left support him now. For context, Breed's approval rating was 28% and she did not lose by a huge margin (2% in the first round, 10% ultimately).
Is there such a thing as owning too much Nvidia?
The WSJ is reporting that xAI is working with Valor Equity Partners to raise an additional $12 billion in capital to buy the chips for Collosus 2. The report also claims that the Grok IP was used as collateral for the $5 billion raise in June.
Does anyone else notice when a song is over 4 mins long? Always stands out to me these days. Feels special to me when it happens bc you know the creator rejected the temptation of TikTok virality and the per-play streaming royalties, and made a choice for the love of the art.
For better or for worse, the WIMP framework is Lindy and will be even more cemented with every passing year. Would love to see someone ship a consumer UX where the onus is on the user to 'design their own interface' and see what happens.
Eric Schmidt says traditional user interfaces are going to go away. The WIMP model (windows, icons, menus, pull-downs) was built 50 years ago. In the age of agents, UI becomes ephemeral. Generated on demand, shaped by intent, not layout.
The Clippers are...nice? Such a continuously underrated front office.
Los Angeles Clippers offseason 👀 Additions: - Bradley Beal - John Collins - Chris Paul - Brook Lopez Subtractions: - Norman Powell - Drew Eubanks - Patty Mills - Ben Simmons - Amir Coffey
At risk of sounding like a broken record on my Google long, very interested to see the data that gets shared with earnings on Weds and if it begins to validate that the company has been unfairly left behind by the market. Potential catalysts: 1. Cloud - Expecting continued…
We're not built for speed. Rapid change, exponential growth: it feels fake. Don't let that bias you. Get used to it. Internet. PC. Mobile. revolutionary, but adoption was gradual. Apple after the iPhone: +15%, +52%, +66% yearly revenue growth. Slow by today's standards.…
Haven't thought much about the commercial opportunity in the assets of 23andMe. But you absolutely have to respect the founder of an iconic company tripling down, and with her own skin in the game.
To the 23andMe Community, I am incredibly excited and humbled to share with you that TTAM Research Institute (TTAM), a new non—profit medical research organization that I founded and lead, has completed the acquisition of 23andMe. I formed TTAM and pursued the acquisition of…
The narrative violation continues -
OpenAI says it will use Google's, $GOOGL, cloud for ChatGPT
When people interview with a company and ask about 'culture', you usually get answers about work hours and offsites. Culture is just the operating norms that are unsaid, but universally understood. These are literally the only things that matter.
Most teams think execution is a function of talent. Or process. Or motivation. But the truth is quieter: execution is shaped by environment. You can hire smart people. Give them OKRs. Push them to be “accountable.” But if the environment is noisy, disjointed, or full of…