2508
Drew Volpe

@drew #2508

coder / founder / investor Founding partner @FirstStarVC Loves: AI/ML, data, Bitcoin, climate, techbio, coffee, and pie.
2110 Follower 808 Following
"BOS Nation FC" ?! that's really the name?
David's one of the GOAT seed investors. Looking forward to listening to this:

https://x.com/HarryStebbings/status/1845861728409579547
Cumberland pulling no punches:

“We are not making any changes to our business operations or the assets in which we provide liquidity as a result of this action by the SEC.”

https://x.com/cumberlandsays/status/1844424478660624806
Katie Rae kicking off the Engine Tough Tech summit
Patriots are so bad this year my 8 yo decided he’s a Vikings fan.
Stripe is evil for encouraging this dark pattern of not being able to delete credit cards on subscription accounts. Bitcoin does fix this.
CRV is shutting down its growth fund and returning $275m to LPs because they don't see many really big outcomes on the horizon. Will focus on early stage.

https://archive.is/Eku28
banger from @jasoncrawford.eth

"We seek challenge, adventure, knowledge, and play. When the needs of physical survival don’t provide enough of that, we invent it for ourselves: games and sports, travel, storytelling, math and science. We run races, climb mountains, compose ballads, and peer through telescopes—not for survival or comfort, but to be fully human and fully alive."

https://blog.rootsofprogress.org/thm-ch4-the-life-well-lived-part-1
Tried again to give the Thunderbird team some internet cash for making my favorite mail client and, again, they turned me down.
Good thread on target ownership % and portfolio construction. Dave's a great follow for anyone interested the craft of VC

https://x.com/davemcclure/status/1835827849535930818
EU AI act at work: OpenAI's new Advanced Voice app isn't available because of this provision about "detecting the emotional state" of users.

https://artificialintelligenceact.eu/recital/44/
/AI
10 yo fascinated by the phone book we got in the mail. Really hard to explain how things worked pre-internet.
Looking forward to this. Tae's the absolute best thinker on the chip industry.

https://x.com/firstadopter/status/1836929886822269258
The best tech/biotech cities all have S-tier tap water (SF, NYC, Boston, Seattle).

Maybe there is something in the water?
New pre-print from the BacStitch team on their core tech in long complex DNA synthesis: High-throughput DNA engineering by mating bacteria

https://www.biorxiv.org/content/10.1101/2024.09.03.611066v1
In their DePIN report, Compound .VC highlights Glow but is skeptical because of concerns around the carbon credit market.

imho, what’s held carbon credits back is lack of trustworthy, verifiable supply. There’s plenty of demand.

https://www.compound.vc/writing/depin
$SOCKS solves this
Very excited about what David Vorick and the Glow team are doing to incentivize solar development. He gave a great talk on Glow's incentive structure and how it fits in the existing solar industry:

https://www.youtube.com/watch?v=1OxItnQurLM
Today’s brew: Ethiopian from La Barba in Salt Lake City
Really cool app from Google: auto-generate a podcast of two hosts talking about any paper or book:

https://illuminate.google.com/home
/AI
When European merchant bankers came to America, they could no longer judge someone's credit worthiness based on their socks because "American socks had shockingly noisy, confusing patterns"
If you need a gift for an 8 yo, I highly recommend a box of unopened geodes. Mine had a blast cracking them open.
Jerry Neumann bows out. He’s a fantastic investor and thoughtful, articulate, and all-around great human:

https://reactionwheel.net/2024/09/resignation-letter.html