Founders, please proofread your slides. When your ARR numbers contradict each other on different slides, it does not inspire confidence in either your revenue quality or attention to detail.

Visa has beaten analyst EPS estimates *every quarter* since its IPO in 2008, and this quarter continued the streak.

$4.7B in net income on $8.8B of revenues (up 10% YoY) 🚀 🤯

Love this story from Max Levchin on how PayPal got its start thanks to Nokia Ventures backing them after ~150 VCs said no.

In the early days of fintech we used to derisively call this the Nascar logo checkout. It’s an eyesore & bad design, and I assumed no one would want this, yet here we are…

The second strategy is obviously the better one to bet on, but I think a lot of people have trouble with this, because humans understand linear progress better than exponential leaps

Really impressive product evolution in response to AI on the part of Adobe, integrating genAI capabilities and model selection natively into their feature set.

ok, for real Spotify - what is up with your obsession w/ constantly changing your UI? It's insane how often you just randomly reconfigure sh*t. Makes an otherwise great app so annoying to use

I see The Current Thing appears to be a debate over Celsius vs Fahrenheit, but I don’t see enough advocacy for Kelvin, which is *absolutely* the superior standard.

This is the real truth here 👇

Strong start to Sunday with fellow fintech investors & founders in the Presidio. SF is alive & well.

Thanks John Josi for helping to organize! /cc sophia goldberg Kyle Getsiv mac bohannon

The wisdom of crowds, in AI agent form

Great time tonight at the YC W24 after party with inspiring founders
(and the people who fund them & supply GPUs 😜)

Big brain move right here. :-)

Michael Michael Stewart sees the future before most people do. :-)

At M12 - Microsoft's Venture Fund we're proud to be backers of the two leading digital in-memory compute startups, Syntiant Corp. (ultra low power edge AI) and @dMatrix (chiplet based LLM inference for datacenters).

bloomberg.com/news/articles/…

I'm probably in the last generation that remembers life before the Internet was ubiquitous.

Hard to imagine what it's going to be like for kids born today who will never know a world without AI.

Quantity has a quality of its own. 📈