July 27 2023
- Chamath and Nathalie’s wedding
- Diverse guests
- Portofino area
- Obesity and weight loss
- Chamath Jason weight bet
- Ozempic, Wigovy?, Munjaro?
- Unclear what the benefits are of normalizing weight gain
- Too many VCs
- Spend your 20s working before you become a VC
- Main value prop of an investor to a founder is to offer advice
- Sacks’ team requires people joining their firm to have operating experience, ideally founder experience
- The top 1% of VCs wouldn’t have beaten the top 5 stocks in the last 15 years
- Top 5 stocks went from $1T to $10T, over the next period it could go over $25T
- You have to put in 60-70 hours a week for a decade+
- Writers vs Hollywood
- Ripe for disruption by AI
- % of workers with union membership is dropping - down 10% in 2022
- Demands like banning AI for writing software makes no sense
- All creative industries are power law businesses
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Because humans are fundamentally creative, so a lot of people will do it for free
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Your bar is not the worst person who has made it, its the best person who hasn’t made it
- Thats a tough bar
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If you can’t put in 60-70 hours a week like it doesn’t matter for something like this as if you’re obsessed, then you won’t make it - still need luck, etc
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- Unions don’t understand long term equity play
- They want all the money negotiated, and so get lot of money even if business is bad which prevents changes being made in the business, causing it to shut down
- Room temperature Superconductors
- South Korea team, LK-99
- Could be biggest physics discovery of this century
- AIS 2023
- Ray Dalio
- Loro Piana
- Montcler
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