Democrats run some of the wealthiest states in the richest country on earth, but we fail at the most basic task of human society: building enough homes. If we can’t solve this in places we govern, it’s no wonder voters are losing faith in the party.

We're at the start of a new private equity X venture capital supercyle: Whether it’s PE funds buying venture backed companies, venture funds launching PE strategies, or startups using PE-like approaches to buy their customers, something big is going on.

Uber saw me out of the house at 930 on a school night and knew something didn’t line up

this is a profoundly dumb take. Everyone is drinking Guinness for 3 simple reasons 1. tastes great 2. low cal. you can't get fat on a guinny 3. low abv. it's literally impossible to get too drunk no matter how many guinnies you drink www.nytimes.com/2024/12/03/d...

So martial law in Korea seems pretty bad huh? www.reuters.com/world/asia-p...

AFAIK the case for presidential pardons is that the justice system is imperfect (sometimes slow, arbitrary, cruel). So the president is a safety valve to spare people in exceptional circumstances from those harms. That’s a great case for reform and a terrible case for unlimited, unilateral pardons

Absolutely insane that private commercial trash collection happens in the middle of the night (midnight-4am) with ICE trucks stopping and starting. Unbelievable persistent noise nuisance that could easily be solved with EVs.

The pelicans are like a college team. This is painful #knicks

My weekly roundup: here’s the skinny on this very weird “profession” of venture - good, bad, and other. Plus 5 tarpit ideas that are worth building, why you shouldn't quit your day job, and an abundance update 99d.substack.com/p/venture-is...

If you’re gonna cross post then I’m gonna cross post my replies

I feel pretty committed to the animated Boba Fett as my universal avatar across platforms BUT this image is really speaking to me right now. So much power, grace, feeling, in a single frame.

I did my PT today. One day streak.

Today is my last day to make a Forbes 30 Under 30 list. Time to do some big fraud while I still can.

Every historical statistical comparison in the nba is rendered meaningless by the increase in pace and efficiency over time.

Just noticing that @bsky.app doesn’t do locations in profiles. I hope they 1) change that and 2) beef it up as a feature. Always struck me there was a premium search product to build on data like that “everyone I follow in X city” @jay.bsky.team

"Don't quit your day job" isn't an insult. It's genuinely very good advice. Having an income means operating with less financial/time pressure and lets you maintain optionality until it’s time to make a binary call.

5 tarpit ideas that are worth building 1. Ag tech 2. Duolingo for mental health 3. AI travel agents 4. local, offline marketplaces (events, dating, etc.) 5. Content discovery Obviously these are all really hard and probably fail but it's worth studying history and figuring out how to do it anyway

We’re hiring (slow.co/jobs) right now so i’m finding myself explaining the job of a VC a lot. So here’s the skinny on this very weird “profession” - good, bad, and other.

A good faith assessment of how to ACTUALLY make government more efficient and how DOGE is so obviously pointed in the wrong direction. open.substack.com/pub/goodscie...

logos with exclamation marks. something you don't see as much anymore

My weekly roundup: My majors and minors, congestion pricing, AI talent agents, the three kinds of investors open.substack.com/pub/99d/p/wh...

Just got three vials of joint fluid drained from my knee and you can’t convince me it wouldn’t be a good idea to at least TRY injecting it into an old person to see what would happen.

Service Titan theory: getting public just to get a trading price to get more easily taken over and fixed by Thoma Bravo. In the private markets there’s too much to negotiate over; in public markets you simply settle down at a low multiple after 18 months and get taken over in 24.

Finally getting congestion pricing through is great. But it's not enough. Raising revenue isn't the goal, making the city more livable and affordable is. It means nothing if the money isn't spent well. Don’t celebrate taxes and spending, celebrate impact and outcomes.

I’m a sector generalist, stage specialist. BUT there are some things I’m more excited about and know I care about. 1. SMB platforms. Make real economy businesses better 2. Preseed. Help great founders navigate the idea maze 3. Growth buyouts and vertical companies.

Annual meeting day at Slow

Small Bluesky feature I love: automatically create a feed of moots. I’ve spent years manually adding and removing mutuals from a list on Twitter. I can’t believe I used to live like that.

Strategic Online Asshole Theory: there’s a class of poaster who is extremely annoying online for attention (obvious) and in doing so sets the bar on IRL behavior at the floor. So when they’re relatively normal/fine in person, people are blown away.

2/5 are on my fantasy team. I love my guys. #nba

As AI makes it easier for recruiters to spam outbound, short term talent (construction, caterers, substitute teachers, travel nurses) will come to rely on talent agents to book jobs, optimize schedules, and increase earnings.

In 2019 I wrote “What if Twitter were a protocol rather than a service”. Bluesky has been an obviously good idea for at least that long | 99d.substack.com/p/going-gala...

Big week for the #abundance agenda in NY. Love to see it.

There's 3 kinds of investors/investor motivations, each with its own failure mode: 1) I want to win 2) I want to make money 3) I want to be right Which are you? Which do you want to raise from?

Williamsburg: the land of neglected dachshunds and exceptional pizza.

Actually good features that Bluesky should take over from Twitter. -post editing. The typos kill me! -find friends. Really weak right now. -saved drafts. Let me craft. Hope they keep shipping :)

I seriously enough of tech and VC will migrate here which means Twitter will just be Fash + tech which will draw the two even closer together AND I’ll have to maintain presence on both

Being here is a profound, stark reminder of just how awful Twitter’s engagement payments made it. There’s just no bait here

twitter has too many schizos, whereas bluesky doesn't have enough yet

Reasonably confident I tore my meniscus while sleeping. Excellent want to kick off my 30s.

Stay cozy

Every time I’ve had an independent “mom and pop” landlord it’s been a struggle for I get them to turn the heat on in the winter - even in owner occupied buildings! When I’ve had an institutional owner or lived in condo it’s never even been a conversation.

Knicks giving extended minutes early to a lineup of Kolek, Dadiet, Hukporti, Payne (and Josh Hart, who may play 48 minutes tonight). Welcome to the Las Vegas Summer League. ... At MSG. ... in November.

OG is just so goddamn big and strong. Absolute bulldog. #knicks

Jericho Sims has some of the worst hands in the NBA

This week's roundup: It's Time to Fix NY, RIP Forward Health, turning labor into owners. 99d.substack.com/p/an-abundan...

One year during finals I basically to the vampire weekend album Modern Vampires of The City on repeat while studying snd now ky puts me in totally uncalled for state of panic and dread. Deeply unserious pavlovian response.

Really desperate for some kind of better social graph mapping/find your friends feature on Bluesky. Where are my people??

Breen is so patient and kind when Clyde goes off on old man rants. It’s beautiful. #knicks