How did I know it was time to hire a CEO at CB Insights?

I sat down with Auren Hoffman on the World of DaaS podcast and covered a lot in a really fun conversation:

▪️The framework I used to figure out it was time to fire myself
▪️ Conspiracy theories I believe
▪️ Advice people give

My 8 yo son & niece just asked me if there are more squirrels or humans in the world

How would you McKinsey consultant style break this down?

Want a logic-driven way to illustrate. No Googling.

Who is the next Joe Rogan?

My bet: Derek Thompson

His “Plain English” pod is excellent

When I saw the news that Apple plans to launch a thinner iPhone in 2025...

...I thought of this classic piece about Gillette from 2004

(masterfully written)

theonion.com/fuck-everythin…

The most engagement I've seen on a post on LinkedIn is due to this image

Comments got wild quickly

I learned I'm a billionaire bootlicker and that some people want to #eattherich

If you'd like to also waste your time, go read the comments yourself ⤵️

linkedin.com/feed/update/ur…

Figma letting employees and early investors sell shares at $12.5B

My valuation analysis below using Canva’s multiple put them just under $12B

Data don’t lie

I think the humanoid robot market is going to be huge

And so I've been trying to find a way to play the public markets to ride this trend given most of the humanoid robotic companies are still private

Here's my WIP research along with some questions.

LMK what you think

How much should early-stage founders pay advisory board members?

I don't do startup advisory so have no idea but have had some founders reach out asking what's standard here

So I talked to a few folks who do this and here's what I learned

But my n=5 so wanted to get a larger

Google is feeling the heat

Yes - the battle for search is on.

Reports swirled last week that OpenAI is working on an AI-powered search product.

While the company didn’t announce a search engine on Monday, the speculation underscores how genAI is transforming the search

One of the clearest public company casualties of chatGPT has been Chegg $CHGG

Not sure if it's game over for Chegg, but I'd argue it may have some valuable assets they could monetize in the near-term (detailed below)

And those near-term efforts could could serve as a funding

This is going to transform education

Maybe it's not this version, but it's easy to see where this will get to

Personalized tutoring at scale

Others like Khan Academy, Flint are working on this (often using OpenAI, other models)

Exciting times