Companies like DuckDuckGo and Apple are building generational trust by focusing on privacy.

There's multi decade impact of such trust that very few grok.

Bill Gurley and Brad Gerstner talk about this in the context of Gen AI - who do you trust with everything when you need an agent?

Sometimes you just have to ship a vault.

They will literally put anyone on a list.

(My way of saying thank you to Business Insider. I am sure everyone else is deserving. Congrats!)

businessinsider.com/seed-100-best-…

arXiv is a miracle of human innovation.

Thank you Cornell University and everyone behind arXiv.

Tired: never
Wired:

Anyone launching a security pin 📍 this week at RSA?

I hear the pin are in.

🤷 “Growth is pretty mediocre in 2024”

“I see.  What are you doing in marketing?

✂️ “Oh we cut almost everything.”

“I see.  Are you selling more to your existing base?”

🤑 “No, they’re mad because we raised prices dramatically three times.”

“I see.  Is the…

Люблю очень

In tech stack wars, the state always wins.

May the fourth be with you.

(But even then, don’t DIY PII.)

What is a data privacy vault?

“You call Dell”

-Jensen

When the top exec of your #1 legacy competitor gets excited by end of non-compete, you know you are winning.

How much does growth matter for software? R of 40 correlates higher to valuation than growth, but growth trumps free cash - multiples on cos growing 20-30% w/sub 10% margins trade at nearly the same multiple as 10-20% growers with 30%+ margins (h/t our friends at Guggenheim)

The #1 mistake founders from large platform companies like Google, Facebook or Uber make is to build “everything I needed” in stead of the “one thing I would have bought from a startup”.

One is inside out, the other is outside in.

Check out this awesome podcast by a16z.

I love the name - and you can consider us the official non-monetary sponsor.

Because every time you hear the word VAULT, think of us. Please.

This is just awesomely done. And even the architecture diagrams are beautiful. 👏🏽

1/ 2023 was the year enterprise AI hit an inflection point. This month, I peer into my crystal ball to chart where the field is heading in 2024 & 2025. Founders, take note - the future is coming faster than you think!

There’s only 2 things that can help you in case of a data breach.

One of them is: