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Jeson Lee
存在しなければならないものを構築する創業者を支援する@join_savant
AIがソフトウェアをコモディティ化し続ける中で、ベンチャーのリターンは単位から原子へと大きくなり、VCという資産クラスは逆の状況を迎えるでしょう。第二次世界大戦後に発明されたもの、つまり技術的に難しく資本集約的で、人類の根本的な問題を解決する重要なアイデアに戻るのです。
その10年間、シリコンチップを設計したインテル、遺伝子編集の先駆けとなったジェネンテック、そして現代インターネットの基盤を築いたサン・マイクロシステムズが生まれました。
私は、私たちが今、技術の変調が最も重要な時代へと進んでいると信じています。未来はローマ帝国の最盛期を称賛したように、今日を畏敬の念をもって見つめるでしょう。

Naval3月1日 13:37
Pure software is rapidly becoming un-investable.
232
子供の頃から、ずっと友達の成功を願ってきました。想像してみてください。もし友達がどこにも行かなければ、あなた自身もどこかに行くのがずっと難しくなります。すでに成功している人と友達になるのは難しいので、すでに親しい仲間が成功するのが一番良いことです。

Erik Torenberg2026年2月26日
When someone gets more successful than you, or has some blessing that you don’t have, you could be jealous, or you could be happy for them.
Learn to be happy for them, because otherwise everyday you will have a moment of suffering, since there will always be someone who gets something you don’t have, and you will never have enough.
Conversely, the happier you are for other people, the happier they will be for you when you’re successful, and the more they will directly contribute to your success.
As a result you will have more abundance, and you will also feel like you have enough because you aren’t negatively comparing yourself to what other people have. Instead of competing and playing zero sum games with the people in your life, you are contributing to their and your own flourishing, and to more abundance more generally since generosity of spirit is contagious.
132
プログラムに合格することに執着する創業者には理解がつきません。(1) 会社を築いているのか、それとも名声を上げているのか?(2) 資金提供できる他の企業が何千社もいて、しかもおそらく希薄化もずっと少ないでしょう。

Annie ❤️🔥2026年2月23日
my friend just got rejected from YC for the third time
she's convinced it's because her idea wasn't good enough
i looked at the other 22 people i know who applied
here's what actually happened:
applied: 23 people
interviewed: 4
accepted: 1
the one who got in had $200k revenue, previous exit, stanford CS, and knew a partner
my friend had a great idea and no traction
but everyone on twitter says "YC funds ideas not just traction"
technically true
except the "ideas" that get funded come with revenue, pedigree, or network
three of my friends quit their startups after YC rejection
not because the idea was bad
because rejection felt like validation they should quit
five others applied again next batch
same result
the application took my friend 60 hours across rewrites
she stressed for 2 months waiting
now she's depressed and questioning everything
YC rejection has this weight in SF that's insane
like if YC didn't want it, maybe it's not worth building
which is bullshit but the feeling is real
i wish someone had told her: your odds were 0.1% from the start
not because your idea sucked
because you didn't have the traction/pedigree/connections yet
build more, apply later, or don't apply at all
YC isn't the only path
but SF makes it feel like the only path that matters
148
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