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Startup Archive
Marc Andreessen on his Techno-Optimist Manifesto
Marc published his 5,000-word essay in October 2023 titled “The Techno-Optimist Manifesto.” In this Hoover Institution interview from a few days ago, Peter Robinson reads a passage aloud from the essay and asks Marc to read another. The full interview is worth watching (and the essay is worth reading), but here are the two passages quoted in full:
“We are told that technology takes our jobs, reduces our wages, increases inequality and is ever on the verge of ruining everything. But our civilization was built on technology. Technology is the glory of human ambition and achievement, the spearhead of progress, and the realization of our potential. It is time, once again, to raise the technology flag.
“We believe in the romance of technology, of industry. The eros of the train, the car, the electric light, the skyscraper. And the microchip, the neural network, the rocket, the split atom. We believe in adventure. Undertaking the Hero’s Journey, rebelling against the status quo, mapping uncharted territory, conquering dragons, and bringing home the spoils for our community. We believe that we are, have been, and will always be the masters of technology, not mastered by technology. Victim mentality is a curse in every domain of life, including our relationship with technology — both unnecessary and self-defeating. We are not victims, we are conquerors. We believe America and her allies should be strong and not weak. Economic, cultural, and military strength flow from technological strength. A technologically strong America is a force for good in a dangerous world. We believe in greatness.”
Video source: @HooverInst (2025)
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Marc Andreessen on his Techno-Optimist Manifesto
Marc published his 5,000-word essay in October 2023 titled “The Techno-Optimist Manifesto.” In this Hoover Institution interview from a few days ago, Peter Robinson reads a passage aloud from the essay and asks Marc to read another. The full interview is worth watching (and the essay is worth reading), but here are the two passages quoted in full:
“We are told that technology takes our jobs, reduces our wages, increases inequality and is ever on the verge of ruining everything. But our civilization was built on technology. Technology is the glory of human ambition and achievement, the spearhead of progress, and the realization of our potential. It is time, once again, to raise the technology flag.
“We believe in the romance of technology, of industry. The eros of the train, the car, the electric light, the skyscraper. And the microchip, the neural network, the rocket, the split atom. We believe in adventure. Undertaking the Hero’s Journey, rebelling against the status quo, mapping uncharted territory, conquering dragons, and bringing home the spoils for our community. We believe that we are, have been, and will always be the masters of technology, not mastered by technology. Victim mentality is a curse in every domain of life, including our relationship with technology — both unnecessary and self-defeating. We are not victims, we are conquerors. We believe America and her allies should be strong and not weak. Economic, cultural, and military strength flow from technological strength. A technologically strong America is a force for good in a dangerous world. We believe in greatness.”
Video source: @HooverInst (2025)
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Dimitry Nakhla | Babylon Capital®
Novo Nordisk $NVO stock is currently trading near its lowest valuation multiple in the past 5 years 🧬
Notably, the only time it was lower was during the pandemic-driven stock market sell-off in March 2020 https://t.co/RvvOxB7h1H
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Novo Nordisk $NVO stock is currently trading near its lowest valuation multiple in the past 5 years 🧬
Notably, the only time it was lower was during the pandemic-driven stock market sell-off in March 2020 https://t.co/RvvOxB7h1H
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Quiver Quantitative
BREAKING: Nancy Pelosi just filed new trades.
She bought up to:
- $100K in Tempus AI call options, $TEM
- $1M in Vistra Corp call options, $VST
- $500K in Google call options
- $500K in Nvidia call options
Full trade list up on Quiver. https://t.co/uuSjTCM4eY
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BREAKING: Nancy Pelosi just filed new trades.
She bought up to:
- $100K in Tempus AI call options, $TEM
- $1M in Vistra Corp call options, $VST
- $500K in Google call options
- $500K in Nvidia call options
Full trade list up on Quiver. https://t.co/uuSjTCM4eY
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Stock Analysis Compilation
Night Watch on United Airlines (UAL) $UAL US
Thesis: United Airlines is positioned to improve its EBIT margins and benefit from a tightened supply in the US airline market, making it an attractive investment despite the historical challenges faced by the airline industry.
(Extract from their Q4 letter)
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Night Watch on United Airlines (UAL) $UAL US
Thesis: United Airlines is positioned to improve its EBIT margins and benefit from a tightened supply in the US airline market, making it an attractive investment despite the historical challenges faced by the airline industry.
(Extract from their Q4 letter)
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Investing visuals
Apple $AAPL: Over half its revenue ($201B) comes from iPhones.
Do you think its revenue mix will change significantly in the next 5 years? 🤔 https://t.co/DrBGBDoNfI
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Apple $AAPL: Over half its revenue ($201B) comes from iPhones.
Do you think its revenue mix will change significantly in the next 5 years? 🤔 https://t.co/DrBGBDoNfI
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Offshore
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Stock Analysis Compilation
Night Watch on Valaris $VAL US
Thesis: Valaris is positioned to capitalize on the offshore energy sector's recovery, despite a temporary market pause, offering an attractive investment opportunity due to its modern fleet and significant profit potential.
(Extract from their Q4 letter)
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Night Watch on Valaris $VAL US
Thesis: Valaris is positioned to capitalize on the offshore energy sector's recovery, despite a temporary market pause, offering an attractive investment opportunity due to its modern fleet and significant profit potential.
(Extract from their Q4 letter)
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Quiver Quantitative
Nancy Pelosi disclosing millions of dollar of trades today: https://t.co/TwZhXwwsZl
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Nancy Pelosi disclosing millions of dollar of trades today: https://t.co/TwZhXwwsZl
Donald Trump's net worth has risen by $52B (on paper) since launching his memecoin, per our estimates.
That is approximately 200 Pelosis of net worth: https://t.co/zi9myT92SA tweet
Offshore
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Startup Archive
Naval Ravikant’s advice to startup founders: “You only have to be right once”
Naval reflects on how it took 13 years after starting his first startup before eventually succeeding with AngelList (valued at $4.1B in 2022).
“Entrepreneurial ventures fail all the time. Most of my companies failed. I actually started seven companies, and I’ve launched about 40 or 50 projects over my career. And AngelList is the first one that I would truly say is product, market, entrepreneur fit for me that might succeed down the road.”
He tells the audience:
“It’s a low hit rate over your career, but you only have to be right once… So just keep trying, just keep iterating… a lot of it is market timing and you learn a lot of lessons.”
One of my favorite quotes on this topic comes from Sam Altman:
“’I will fail many times, and I will be really right once’ is the entrepreneurs’ way. You have to give yourself a lot of chances to get lucky.”
Video source: @twistartups @jason (2013)
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Naval Ravikant’s advice to startup founders: “You only have to be right once”
Naval reflects on how it took 13 years after starting his first startup before eventually succeeding with AngelList (valued at $4.1B in 2022).
“Entrepreneurial ventures fail all the time. Most of my companies failed. I actually started seven companies, and I’ve launched about 40 or 50 projects over my career. And AngelList is the first one that I would truly say is product, market, entrepreneur fit for me that might succeed down the road.”
He tells the audience:
“It’s a low hit rate over your career, but you only have to be right once… So just keep trying, just keep iterating… a lot of it is market timing and you learn a lot of lessons.”
One of my favorite quotes on this topic comes from Sam Altman:
“’I will fail many times, and I will be really right once’ is the entrepreneurs’ way. You have to give yourself a lot of chances to get lucky.”
Video source: @twistartups @jason (2013)
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Quiver Quantitative
This is what stood out to me the most from Pelosi's new trades.
She bought call options in a company called Tempus AI, $TEM.
It’s a health tech company, that is working on an AI assistant for physicians.
This is the first time we have seen a politician trade the stock, and it has a market cap of less than $6B.
tweet
This is what stood out to me the most from Pelosi's new trades.
She bought call options in a company called Tempus AI, $TEM.
It’s a health tech company, that is working on an AI assistant for physicians.
This is the first time we have seen a politician trade the stock, and it has a market cap of less than $6B.
tweet