Will Quist

@wquist

Partner @slow. I underwrite reasonably unreasonable futures, find where the value will concentrate, and help build the companies that capture it.

The Bay

Will Quist
@wquist
16h
Next great bottleneck is gonna be in physical AI supply chain...
Geiger Capital
@Geiger_Capital
Sep 1
NVIDIA thinks the opportunity in physical AI is an order of magnitude larger than digital AI… Jensen Huang: "Every industrial company will soon become a robotics company."
3
Will Quist
@wquist
Sep 4
I really want to invest in the model that knows what models know what best
3
Will Quist
@wquist
Aug 31
Preach.
Tren Griffin
@trengriffin
Aug 31
If a business has earned returns on capital substantially exceeding the opportunity cost of capital for a period of years(eg, > 5 years), it has a moat. The test is math based. An assertion that NVIDIA, TSMC other businesses don't have a moat and that moats can't be created in
Will Quist
@wquist
Aug 31
One of the hardest parts of being an entreneur: the complex and nuanced thing you discovered that makes your company economically valuable is usually not what makes investors and customers care about it.
3
Will Quist
@wquist
Aug 31
As soon as a founder gets to “true” on THE important question, they need to hire their own Wags. A trusted second who just gets shit done. Gets the founder’s worldview, carries the culture, handles the organizational knife work, and turns conviction into action. Hyper
GIF
2