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My focus: The architecture of compounding human potential
Kyle Harrison
12.6K posts
Kyle Harrison
@kwharrison13
Investor. // Building @contrary, @Contrary_Res // Former Index, Coatue, TCV // Husband, Father, Christian @ch_jesuschrist
- If you find yourself arguing that your company will win just because your product is better, you should staple this chart to your shirt.
- Lock in, fellas. The B2B SaaS market just got a whole lot bigger.
- Breaking news: The scooter company, Bird, is up for sale for less than a pre-seed round.
- In 2018 Figma did $4M ARR. Soon after I had a VC job interview where I did a Figma case study. I built a model with Figma becoming a $19B company in 2025. I didn't get the job. They said my analysis was "unrealistic." Thoughts on how the best companies compound unexpectedly...
- From 2002 to 2024, SpaceX has raised ~$10B. From 2002 to 2024, the total budget of NASA was $435B. If capital was the only mighty unlock needed, NASA would own the moon and weād be celebrating the opening of the first McDonalds on Mars by now.
- In 2018 Figma did $4M of ARR. Soon after I had a VC job interview where I did a Figma case study. I built a model with Figma becoming a $19B company in 2025 I didn't get the job. They said my analysis was "unrealistic" A thread on how the best companies compound unexpectedly...
- Mr Beast has published one video every 11 days for ten years. Majority of anything is just doing the thing.
- We gave it a try with the cute startup names, and dropping vowels to be unique. Time to go back to āAmerican Computing Corporationā or āUS Steelā.
we are all building the same fcking thing aren't we- Marc Andreessen has grown a16z from their first fund of $300M in 2009 to over $25B+ in AUM as of 2022. His framework for understanding any business is simple. It comes down to unpacking what he calls "the onion theory of risk." Here's what he means...
- If you know what this picture is then you too know the unquenchable thirst of ambition.
