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yoni.bsky.social
digitally native vertical boy | investing at Slow Ventures | writing weekly https://99d.substack.com
130 posts 212 followers 219 following
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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.