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Will Quist
8,453 posts
@wquist

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
slow.co
Joined May 2009
1,142
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  • @wquist
    Will Quist
    @wquist
    7h
    "Need and purchasing power often move in opposite directions." This dynamic has sunk a lot of great ideas...
  • @wquist
    Will Quist
    @wquist
    8h
    “How famous can this problem become?” belongs in any founder's underwriting before they hit 'go'.
  • @wquist
    Will Quist
    @wquist
    Sep 7
    Next great bottleneck is gonna be in physical AI supply chain...
    @Geiger_Capital
    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."
    Image
    5
  • @wquist
    Will Quist
    @wquist
    Sep 4
    I really want to invest in the model that knows what models know what best
    3
  • @wquist
    Will Quist
    @wquist
    Aug 31
    Preach.
    @trengriffin
    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
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