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Today I am thrilled to announce @Category_VC, an early stage venture firm conceived to provide unparalleled strategic and technical support to founders building enterprise software startups. I am also excited to announce Category Ventures I, our $160 million debut fund dedicated…

I would buy one for every bathroom at home and in the office, but only one of my bathrooms has a power outlet anywhere close to the toilet (so I only have one). I would guess lack of power outlets is a major reason we are not seeing greater adoption in the US.

If I see an ad in my feed that is not labeled as an ad, I am automatically blocking the account.

It seems DNI Gabbard is unaware that the years-long Russia investigation carried out by the Senate Intelligence Committee reaffirmed that ‘the Russian government directed extensive activity against U.S. election infrastructure’ ahead of the 2016 election, and that it ‘used social…

Favorite restaurant in SF with bar seating for me to eat dinner tonight and tomorrow? Looking for new ideas.

Whatever is this nonsense, I don't want my kids taking any part of it. How about clarity of thought, critical reasoning, courage to speak the truth, authenticity, curiosity.

People outside the U.S. don't get it. This is what makes America special and great. It is not your heritage that makes you American. It is the ideas that America represents that make one American. You are American the minute you make America your home. Your accent or ethnicity…

This is the problem with the FTC antitrust policy. There are no consumers here to protect here. Nobody in tech or industry cares about this deal. There are zero concerns about the concentration of power, access, data, IP, or anything. Why are they waisting everybody's time.

Dinner before 7:00pm is lunch.

My preference to eat dinner around 9pm totally does not work in SF. I have been eating tacos at El Patron 3 times a week.

📣We're very happy to announce that @kuzudb is now supported on @TSawyerSoftware's Perspectives graph visualization tool! 👇🏽 Join this webinar where @semihsalihoglu and the Tom Sawyer team will be talking about this in more detail. See you there! Link: tomsawyer.com/webinar-introd…

This seems kind of a big deal.

Not a bad way to wrap up the day.

America will cease to be exceptional if the world’s best AI researchers can’t even be in the country

Last year, I wrote a 100+ page thesis on China's AI industrial policy. It covers Beijing's spending across: (1) basic R&D, (2) chips, (3) B2G partnerships, and (4) traditional subsidies. Over the next few days, I'll break down the paper's findings, starting today with R&D.🧵

I don't look at growth deals these days, but I am going to guess when startups calculate Gross Margin, they actually mean Contribution Margin (margin on top of inference/compute costs) which does not include support, infra/dev ops, etc.

America's infrastructure ambitions have hit a wall: construction capacity. We're asking the industry to build at unprecedented speed while facing a labor shortage and aging workforce. Building at America's scale demands something new. Today: Bedrock Robotics emerges from stealth.

In the early days of cloud, most enterprises needed to be convinced of the importance. Now, at the similar time frame in AI rollout, even the most conservative companies recognize how significant AI will be. This creates an entirely different dynamic.

One reason raising too much $ too early is risky — it can subconsciously keep one anchored to an illusory outcome. It becomes too easy to stay on a suboptimal path out of duty or comfort, while invaluable time drifts by.