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    Great companies are built by great leaders. Having known @tobi and @harleyf from the earliest days and knowing the incredibly strategic assets $SHOP has, it feels like the market has over rotated and is missing a great opp to buy.
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    1/ Software is the new industrials. This massive trend has profound implications for SaaS companies today, as PE is a much larger universe than VC.
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    Well, I guess this tweet aged wellโ€ฆ. ๐Ÿคท๐Ÿฝโ€โ™‚๏ธ
    In his crowning coup, waiting for Satya to announce the hiring of Sam, Greg and half of the OpenAI technical team to an independent subsidiary of Microsoft. He has the core models, capital, infrastructure, and ambition.
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    In his crowning coup, waiting for Satya to announce the hiring of Sam, Greg and half of the OpenAI technical team to an independent subsidiary of Microsoft. He has the core models, capital, infrastructure, and ambition.
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    On framing better meetings: "Have people talk about what they uniquely know about a problem that most people don't know." - @farnamstreet Shane Parrish @FirstMarkCap CEO Summit
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    Big milestone for @FirstMarkCap, and excited to expand our support for entrepreneurs on their journey! Thank you for being great hosts @NYSE!
    Celebrating the listing of FirstMark Horizon Acquisition Corp (NYSE: FMAC.U) today @NYSE
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    Announcing our newest funds, FirstMark VI and OF IV, with $1B+ in commitments. Grateful to our Entrepreneurs, LPs, Team and Co-Investors! ๐Ÿš€ firstmarkcap.com/news/announcinโ€ฆ
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    The universe whispersโ€ฆ. Some good portfolio juju @Shopify @StarryInternet
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    While public market changes are impacting private markets, the bigger change will come from the rotation and disappearance of LP dollars over the next few quarters. Survival makes parting with any dollars especially costly and is the ultimate catalyst for behavior change.
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    Starry banner at the NYSE
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    Congrats @ClarkValberg and the entire @InVisionApp team! Beautiful design evokes powerful human emotion. InVision, valued at $1.9 billion, picks up $115 million Series F โ€“ TechCrunch techcrunch.com/2018/12/11/invโ€ฆ
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    Announcing the newest FirstMark funds, with much gratitude:
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    This view never gets tiring.