金子剛士/East Ventures

@evkaneko

15h

David Senra

@davidsenra

Oct 26

Revolut CEO Nik Storonsky says most VCs are like cheerleaders trying to play on the field:

“These people basically think that because of them, the company was created because they gave money, and that they are entitled to a large part of its success.”

“My advice to even if you raise money from VCs, pay a lot of attention to shareholder agreement.”

“Ensure that they’re purely financial players, with no voting rights and no seat at the table in decision-making.”

“If something goes wrong, you effectively have cheerleaders who look at the match, and then try to play the match instead of professional players. That’s always a disaster.”

金子剛士/East Ventures

@evkaneko

Oct 27

Startup Wisdom

@StartupWisdom_

Oct 26

Peter Thiel on why hedging your bets is for losers:

"What's worked is we've got really high conviction on a few things, we put a lot of capital to work in those, and then those actually worked. The pattern that was the less good one was, we don't have a very high conviction on dollar amounts in. That's where we ended up playing the lottery.

Almost every single venture capitalist we're competing against has a probabilistic model. They think they're running some kind of a portfolio. That may be true on some ultimate level, but in practice it becomes this incredible excuse for laziness. Even if the theory is wrong, even if you cannot overcome chance, if you think chance dominates things, it will lead you to be lazy."

金子剛士/East Ventures

@evkaneko

Oct 27

a16z

@a16z

Oct 25

Tony Xu of @DoorDash on getting rejected by investors, competing against rivals with thousands of times more capital, and how founders can tell conviction from delusion:

"I had over 100 rejections in a span of over 1,000 days where the company almost constantly ran out of se a dime, and we were running out of capital."

"Companies like Amazon or Uber were in the space who had way more capital than we had. Hundreds of times, maybe thousands of times of capital deployed versus the amount that we raised. So then the question becomes, well, how are you gonna win this cash-burning machine?"

"This is where you as the founder have to finely tune that line between delusion and knowing that you have something that others don't understand. What are the customers telling you?"

"We the founders did deliveries for almost virtually every day the first three years of the company's life... And so we had strong points of view on each side of our marketplace that could explain what was happening in the numbers."

"When you have one set of facts, which is your customers, you have another set of facts, what are called opinions and perceptions, you gotta trust the facts. That's ultimately what kept us going."

@t_xu w/ @speedrun GP @andrewchen

金子剛士/East Ventures

@evkaneko

Oct 26

Ruben

@rdominguezibar

Oct 26

Revolut's (@Revolut) Nik Storonsky (@NikStoronsky) says working weekends is a must

"Purely statistical"

when he started, there were 140 startups around him. 5 years later, 3 survived

"They all worked on weekends"

10 years in, only 2 were left

"how can you outcompete people 6 days a week?"

via @davidsenra

Weekend work for founders: must or myth?

金子剛士/East Ventures

@evkaneko

Oct 26

David Senra

@davidsenra

Oct 25

Revolut CEO Nik Storonsky says easy money makes soft founders:

“A lot of founders think money is free, which it almost is in California because you can raise so much money at ridiculous valuations and then just spend.”

“There is a different culture of trying to solve problems with your brains.”

金子剛士/East Ventures

@evkaneko

Oct 25

a16z

@a16z

Oct 24

Ben Horowitz's message to early-stage founders on betting on yourself, the doubts that do the most damage, and why fear means you're doing it right:

"Your job is to make your bet pay off. You believed in yourself enough to do it. There are gonna be many times when you question on that belief, but that gets you nothing."

"The doubts are gonna be there. Ignore the doubts. The worst doubts aren't the ones people put on you. It's the ones that you put on yourself. Every entrepreneur has them."

"I spent a lot of time with Mark Zuckerberg when he was 22 years old and he had a tremendous doubt about whether he was gonna make it."

"It's not what you feel. It's what you do. You're gonna feel scared. If your guts aren't boiling, you're not even trying at this thing."

@bhorowitz w/ @speedrun GP @andrewchen

金子剛士/East Ventures

@evkaneko

Oct 24

Fireside Alpha

@firesidealpha

Oct 23

Andy Jassy reveals AWS capacity is sold out for 2026, largely sold out for 2027, and a good chunk of 2028 is gone

“If you think about it, there’s only so much data center and power today. There’s only so much memory, and I don’t think that that shortage ends in 2027."

"I sons, coming back to the capital investment, why I think we could invest a lot more and it wouldn’t be a bad use of capital is that '26 is obviously at this point sold out. '27 is largely sold out. We always leave a certain amount for on-demand in our inference service, Bedrock or EC2, but largely sold out, all the big chunks. A good chunk of '28 is sold out."

"There’s so much demand. If you think about the AI business and what we call core business, which think of core as non-AI, they’re both growing at really rapid rates right now. And if you have only a certain amount of memory, you have to decide how much of the memory you want to allocate to HBM, to the AI accelerators, versus to DRAM, into your core. So these are real trade-offs you have to make.”

金子剛士/East Ventures

@evkaneko

Oct 24

The AGI Countdown

@AlltheLatestAI

Oct 23

Jensen Huang says NVIDIA's partnership with TSMC began with a cold call to a number he found in the Yellow Pages:

"I heard about this company in Taiwan, TSMC and UMC at the time. They were of course quite poor companies themselves, and they were barely making it."

"TSMC was lion, something like that. It's a tiny little company. I heard about Morris Chang. And so I tried to call their US office."

"Back in the old days there were yellow pages. I looked it up, TSMC. There's a number there. I called their number and it's a recording. I left my name and my number and said a few things about NVIDIA: we're a new startup company building computer graphics chips. I called several times. Nobody called me back."

"And so I finally wrote a letter to Morris Chang. Didn't hear anything for a long time, and then one day it was 6 o'clock or something, this person called and said 'this is Morris Chang from TSMC.'"

"And meanwhile, everybody outside my office was playing video games and they're all laughing and screaming. 'Hey shut up! It's Morris!' I was so happy that the founder would actually call us back, because hey, maybe we won't have to die."

"And so we talked and he invited me to Taiwan. I came back to Taiwan, and that was the start of everything. Not just that partnership, but just the whole industry."

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