Keith Rabois
@rabois
entrepreneur, investor, contrarian
Formula for startup success: Find large highly fragmented industry w low NPS; vertically integrate a solution to simplify value product.
“America’s unique advantage in AI… is Donald Trump.” —Jensen
Let’s be honest: Jerome Powell isn’t a terrible Fed Chair because he’s overseeing an overpriced, extravagant renovation of the Fed’s headquarters. He’s a terrible Fed Chair because—despite every conceivable economic data point—he refuses to lower interest rates from near 20-year…
Everyone keeps asking me “what’s $OPEN worth now? We know it’s worth $82 in a few years.” The answer is it’s worth $40 now after they report a profitable quarter with hints that they’re at steady -state profitability going forward. They’ll do $5.75B in rev next year. They…
startups, in almost all cases ... free pilots are a net negative free pilots are a net negative free pilots are a net negative
California’s unemployment rate rises to highest in the country as layoffs mount sfchronicle.com/california/art…
A rise in antisemitism is never random. It’s a symptom. A warning sign. Societies don’t get sick overnight—but this is how you know they already are. The first step to finding a cure is acknowledging that we are sick.
6 questions for the idiots at the Wall Street Journal: 1. How on earth did you just suddenly find a letter from 2003? 2. Who gave it to you? When? What were the terms? 3. Why didn’t you publish the “letter” in full? 4. President Trump’s always been known for writing personal…
BOOM. More strong economic data. *US JUNE RETAIL SALES RISE 0.6% M/M; EST. +0.1% *US JOBLESS CLAIMS 221,000 IN JULY 12 WEEK; EST. 233K *US JULY PHILADELPHIA FED EMPLOYMENT INDEX AT 10.3 VS -9.8
. @RoKhanna, who represents Silicon Valley, endorses the Communist @ZohranKMamdani to run America’s largest city - Mamdani says he isn’t for capitalism. Silicon Valley’s Washington, DC representative is endorsing a politician who rejects capitalism!?! This is like Queers for…
🔴 BREAKING: Massive protests and encampments happening now at Harvard, Columbia and UC Berkeley, in response to the massacre of Druze by the Syrian regime!
Truly Making American Great (partnering w The All In Besties)
Barrels and ammunition → barrels and tokens The classic @rabois startup wisdom is that at software companies you need two kinds of people: ▪️ barrels: rare, high-leverage individuals in a company who can take an idea from start to finish ▪️ ammunition: talented specialists…
STUNNING POLL NUMBERS Trump at 57% approval among New York Jews Higher than any other religious group
Florida scores first place in CNBC’s economy rankings for 3rd straight year flvoicenews.com/florida-scores…
True.
Florida is #1 … again. For the third straight year CNBC has ranked Florida the #1 economy in the nation among all 50 states. Florida has: —lowest number of state workers per capita —lowest debt per capita —second-lowest spending per capita —no income tax —#1 public higher…
tariffs continue to be deflationary
According to Adobe Digital Prices in June 2025… Computer prices down 10.7% YoY, Tous down -1.3% YoY and Electronics down -2.6% YoY. Doesn’t suggest tariffs are all that inflationary so far $USD