Fireside Alpha

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Summary and synthesis of the best business, technology, and consumer conversations | @firesidetapes for historical archives

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Fireside Alpha
@firesidealpha
Aug 8
David Sacks shows up to the All-in pod as the Chamath meme. "Hey guys, how do you like my beautiful summer gilet?" "I don't know how Chamath does this."
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Fireside Alpha
@firesidealpha
7h
Sequoia’s Doug Leone traces his lifelong chip on his shoulder to teenage summers wiring yacht hulls in the New York heat while the country club kids swam "Let me give you texture. We had a car, a Mercury Monterey, that had a big dent on the side. That was the family car. How
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Fireside Alpha
@firesidealpha
9h
Sequoia's Doug Leone (2022) says a founder's job is to make the receptionist rich "A founder is a founder until he's unemployed, and then he should be treated like everybody else. I insist on a vertical slice of the company. I think everybody should be treated fairly." "Also,
Fireside Alpha
@firesidealpha
9h
Sequoia's Doug Leone (2022) says a founder's job is to make the receptionist rich "A founder is a founder until he's unemployed, and then he should be treated like everybody else. I insist on a vertical slice of the company. I think everybody should be treated fairly." "Also,
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Fireside Alpha
@firesidealpha
Aug 15
Travis Kalanick says real Founder Mode is getting shot and stabbed but still working while the bullets get pulled out, which is what Henry Frick did 150 years ago. "And by the way, we all think, 'Oh, founder mode. Let's go. Founder mode, guys.' 150 years ago, they did founder
Fireside Alpha
@firesidealpha
9h
SemiAnalysis' Jordan Nanos reveals the OpenAI engineers scrolling their own kernel code had no idea what it did line by line, and it didn't matter because the AI does "It's not slop, because it performs, but it's literally just AI-generated assembly basically puked out in Gluon,
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Fireside Alpha
@firesidealpha
14h
SemiAnalysis' Jordan Nanos says OpenAI beats Nvidia on both fast and cheap tokens at once, where every other challenger could only pick one side of the curve "I think the conclusion is that they're basically winning on both sides of the curve." "So both fast tokens and cheap
Fireside Alpha
@firesidealpha
10h
Maverick's Lee Ainslie (2025) says judging people is the last frontier where humans still beat AI, and admits he does not think that will be true forever. "One of the reasons we've always been very equity focused, whether it's private or public, is that that's the very end of
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Fireside Alpha
@firesidealpha
13h
Maverick's Lee Ainslie (2025) reveals when he told Julian Robertson he was leaving to start his own fund, Robertson said he was crazy, with some other adjectives. "It was a Friday. He said I was crazy. It was a subtle way to put it." "Had some other adjectives involved and