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Dan Romero@dwr
1/31/2023

Stuff I've changed my opinion on recently: - Zeihan ⬇️ - Bay Area ⬆️ - AI as growth stage startup opportunity ⬆️ - AI as startup opportunity ⬇️ - Threads ⬆️

In reply to @dwr
Victor Ma@vm
1/31/2023

any reason why change in threads?

In reply to @dwr
phil@phil
1/31/2023

Say more about threads!

In reply to @dwr
osama@osama
1/31/2023

agree on rest. what changed on Bay Area?

In reply to @dwr
mk@mk
1/31/2023

Threads?! Just one idea: use of the thread emoji bans the user for life.

In reply to @dwr
0xen @0xen
1/31/2023

threads are good if the algo isn’t shoving click bait threads down yer throat

In reply to @dwr
Chaotic Neutral@jayce
1/31/2023

The Bay, LA and NY are like guns: Neutral but useful tools that can be harmful to ourselves and those around us in the hands of the careless or uninitiated.

In reply to @dwr
1/31/2023

Why Zeihan ⬇️?

In reply to @dwr
1/31/2023

Say more about Zeihan! His recent vid on AI felt “boomer” but I also enjoy hearing different perspectives on it. I don’t know that I feel like I’ve built that much conviction around any perspective on it

In reply to @dwr
Ivy Astrix@ivy
1/31/2023

noooooo how did the threadoooors get to you

In reply to @dwr
Varun Srinivasan@v
1/31/2023

you forgot erewhon

In reply to @dwr
~ L ~ RARA@lwsnbaker
1/31/2023

We love the threads.

In reply to @dwr
Brian Kim@brianjckim
1/31/2023

esp. agree on 3 and 4

In reply to @dwr
Linda Xie@linda
1/31/2023

Interesting on Zeihan! I loved Disunited Nations but haven’t read anything of his past that

In reply to @dwr
Shriphani Palakodety@shriphani
1/31/2023

> AI as startup opportunity ⬇️ Due to high compute costs?

In reply to @dwr
MC10 | Bankless Consulting 🎯@mc10
1/31/2023

Threads are trash!!! What made you change your mind on threads? Screenshot essays FTW 🚀

In reply to @dwr
Avi 💙@savvyavi
1/31/2023

What changed your mind about threads?

In reply to @dwr
Jayme Hoffman@jayme
1/31/2023

Haven’t seen a good screenshot essay in weeks

In reply to @dwr
douglass@douglass
1/31/2023

Moving to Pac Heights?!?!

In reply to @dwr
sterlingb.eth@sterling
1/31/2023

Agree on threads. The ability to work in mixed media makes a huge difference. The wall of text for a screenshot essay is a tough read

In reply to @dwr
TheThriller@thethriller
1/31/2023

Stuff I've changed my opinion on in the last few minutes signing up for Farcaster: - Near term prospects for web3 social networking ⬆️

In reply to @dwr
drew fagin@drw
1/31/2023

Zeihan thumbnails ⬆️, he’s basically MrBeast now

In reply to @dwr
Stephen Forte@scf
2/1/2023

yo, yo, yo, what did my boy Petey do to get a downgrade? (besides his ignorance on crypto?)

In reply to @dwr
Chris McCoy@mccoy
2/1/2023

yea man, I semi-dumped Zeihan a couple years ago on his China thesis

In reply to @dwr
Yash Karthik@yashkarthik
2/1/2023

can you explain 4?

In reply to @dwr
Chris Dixon@cdixon
2/1/2023

I think you can argue growth-stage startups (eg enterprise software) have rare combination of ability + willingness to aggressively use AI

In reply to @dwr
Matthew@matthew
2/1/2023

wait why bay area lol

In reply to @dwr
alexa@alexa
2/1/2023

appreciate the AI nuance

In reply to @dwr
Shabbir@syk
2/1/2023

You forgot ‘rollups’

In reply to @dwr
kmacb.eth@kmacbeth
2/1/2023

Any (recent changes in) opinion on Vardagen?

In reply to @dwr
Sriram Krishnan@sriramk
2/1/2023

I like this format. or rather: this format ⬆️

In reply to @dwr
Maybe Im Wasabi 〽️@maybeimwasabi
2/6/2023

Can you elaborate on AI as growth startup op vs startup? Curious to understand your thinking