December 13 2024
- Besties going skiing
- Keith Rabois subbing in for David Sacks
- Keith back at Khosla
- Executives become VCs by forging relationships with Board members
- Switched from KV to FF because of commute 🙂
- KV is more early stage
- Input driven
- FF is more momentum investing
- Output driven
- Likes to help
- Husband Jacob Helberg - joining Trump administration - Under Secretary of State for Economic Affairs
- Trump appointees
- Amazing number of successful business people in the administration
- Left also has smart business people but they would never add them to the administration - they look down on successful people
- This is a good model - this is how the Founding Fathers also operated - this is what we want - people do their government job and go back to regular work
- Trump is the only modern President whose net worth dropped due to office - everyone made money
- He asks “why”
- Google’s Quantum Chip
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Shore’s algorithm
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We are 2-5 years away from QC being able to break Bitcoin encryption
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Google invested in this for over a decade - this has helped humanity
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- Gukesh Dommaraju won World Chess Championship
- Apple
- Vertical integration helps
- Doing their own AI inference chip
- Software going downhill
- TikTok ban issue
- Can make a case its a threat to the US
- China has access to Americans’ data
- Influencing Americans in potentially negative way
- Trade reciprocity
- Vote was bipartisan
- Can make a case its a threat to the US
- State of Venture
- Andrew Ferguson in, Lina Khan out - hopefully good?
- Seed fund gets returns from M&A maybe
- Venture funds get returns from IPO
- So Lina Khan’s impact claims in the discourse are dubious?
- Tariffs and Inflation
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