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Villi 🇺🇸
@villi
Venture Capitalist
@TwoSigmaVC
. Ordinary thinker. Strong opinions about sneakers. Tweets are my own.
@remote
@gitlab
@airtable
@sendbird
San Francisco, CAlinkedin.com/in/villi04/Joined January 2010
424 Following
21.8K Followers

Villi 🇺🇸’s Tweets

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Villi 🇺🇸
@villi
Thrilled to announce our new $400M set of funds. Grateful for the amazing support of our founders, investors, and partners. I cannot be more excited about the opportunity to support the next generation of founders.
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Two Sigma Ventures
@TwoSigmaVC
We’re thrilled to announce $400M in new funds, with a continuous focus on backing founders building the iconic companies of the future. Data and software are driving the change in our world, and we’re excited to play a small part in making it happen. twosigmaventures.com/blog/article/a
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Villi 🇺🇸
@villi
Would love to read the story behind this and what it was really about. Of course we were going to take it down. China knew that. So of course there was no real tech or value in the payload. So, what was it really about?
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Domenico
@AvatarDomy
Best quality footage of the balloon destruction.
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Villi 🇺🇸
@villi
Great thread.
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Tom Loverro
@tomloverro
PREDICTION: There's a mass extinction event coming for early & mid-stage companies. Late '23 & '24 will make the '08 financial crisis look quaint for startups. Below I explain when, why & how it will start & offer *detailed advice to founders* on surviving the looming die-off. /1
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Villi 🇺🇸 Retweeted
Two Sigma Ventures
@TwoSigmaVC
Following Osmo’s Series A, we speak with scientist-founder Alex Wiltschko about the Google Brain spinout's breakthrough "map of odor" and vision for a future where we share "osmographs" of scents just as easily as we share photographs.
twosigmaventures.com
How Osmo’s Scientist-Founder is Giving Computers a Sense of Smell
We are an early-stage venture capital firm investing in transformative companies harnessing information growth and computing power to change the world.
Villi 🇺🇸 Retweeted
Garry Tan 陈嘉兴
@garrytan
Replying to
@villi
Google’s rise was paved by Microsoft consent decree Protecting competition and preventing self-preferencing is important
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Garry Tan 陈嘉兴
@garrytan
Google self-preferences its own products. All the big tech giants do. This reduces competition, makes the playing field unfair for startups Consumers lose because of lack of choice But as @jeremys notes, Google's path up was protected by fair play protections in the late 90's
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Villi 🇺🇸
@villi
What is noteworthy is that Munger was clearly wrong in his assessment. Msft got better and stronger. And competition allowed Google to emerge and thrive. Creating a competitive marketplace and supporting entrepreneurship is our competitive advantage, not supporting monopolies.
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Compound248, Popeyes FC
@compound248
“We’ve swept the world aside - the US is so far #1, it’s difficult to even tell who’s #2… “HUGE leadership in a wonderful field - software - needed all over Earth. Neither of us would mess w/ what’s working.” The DoJ sues $GOOG as a monopoly? Buffett said👆about $MSFT in 2000
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Villi 🇺🇸 Retweeted
GrowSF
@GrowSF
Feeling that energy in SF this week? The latest
@ycombinator
startup class is in session, and we heard over 250 companies are building in-person in SF! The economic recovery is in full swing. A big SF welcome to all the new builders!
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Villi 🇺🇸
@villi
This Congresswoman clearly does not understand what is a stock buyback and why companies do them. A stock buyback is just a dividend. It has no theoretical economic impact. Except, it is more tax efficient than a dividend and less sticky/committing than a dividend.
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Alexandria Ocasio-Cortez
@AOC
In case you’re curious about why this man is so angry with me, it may be because I introduced an amendment to a GOP bill that would prohibit oil and gas companies who engage in stock buybacks from leasing federal lands. Seems as though I hit a nerve! 😇 twitter.com/Acyn/status/16…
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Villi 🇺🇸 Retweeted
Two Sigma Ventures
@TwoSigmaVC
We know that AI has reached a tipping point and expect to see many more startups rush to market, but what we don’t know is: which business models will win out? Here, we share insight on the AI startup opportunities we're most bullish about, and why. ⬇️
twosigmaventures.com
AI Outlook: The Opportunity for Startups
We are an early-stage venture capital firm investing in transformative companies harnessing information growth and computing power to change the world.
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Villi 🇺🇸
@villi
The US all of the sudden has an exciting crop of young tennis players on the men’s side.
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Villi 🇺🇸
@villi
It did not take long to test his courage and principles. Now everybody knows.
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Matthew Yglesias
@mattyglesias
Again by far my biggest worry about Elon Twitter is that we’ll have too little free speech not too much — if he’s willing to do this for the Indian prime minister consider Xi’s influence…. interc.pt/3Ww3hHv
Villi 🇺🇸
@villi
Why is Twitter pushing the "For you" feed? I guess it drives engagement for the long tail, but it seems to me it is a significant UX tax on heavy users.
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Villi 🇺🇸
@villi
If you care about developer productivity, you will want to join this conversation.
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Ramiro Berrelleza
@rberrelleza
Next week, @mccode and I will host a webinar to discuss our experience with building vs. buying, the factors to consider, and the hidden costs you might need to consider. If this is something you care about, join us on February 1st! okteto.com/webinars/build
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Villi 🇺🇸
@villi
I just got ChatGPT snippet from
@text_blaze
and I cannot be more excited. No more writing emails. My templates were already a huge boost in productivity. This will be next level.
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Villi 🇺🇸
@villi
Could it be that one of the biggest M&A advisors actually has an extremely inexperienced corp dev team. They may know how to build a model in a spreadsheet, but actually lack the experience. Not sure how else this can be explained.
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Derek Thompson
@DKThomp
Everything is obvious once it's happened. But Frank, the student aid assistance startup acquired by JPM for $175m, seems like the most obvious con I've ever seen. Fake email list ✅ Mathematically impossible customer claims ✅ Refusal to name its (fake) business partners! ✅
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Villi 🇺🇸
@villi
I would guess Tesla has lower total cost of ownership for such fleet operators than their traditional Ford/Dodge options.
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Ryan Aytay
@ryanaytay
Excited to see @TiburonPolice upgrading patrol cars with @Tesla Model Ys! 👍
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Villi 🇺🇸
@villi
Also, every board meeting today - "Hiring a CFO really is top priority in Q1."
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Doug Pepper
@dougpepper
Board calls today with four companies to iterate & finalize 2023 budgets. Never in 23 years have I seen founders & finance leaders struggle so much to set appropriate growth expectations and spending levels given highly uncertain/dynamic market conditions that exist
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Villi 🇺🇸
@villi
So people that drink a lot drank more during the pandemic.
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Jeremy Horpedahl 🤷‍♂️
@jmhorp
Insanely different pandemic outcomes as measured by excess mortality ourworldindata.org/grapher/cumula
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Villi 🇺🇸
@villi
I say this all the time to the annoyance of my partners. You cannot ignore the gravity of the industry you are in. Technology may help you build a big company and win, but you cannot ignore gravity.
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Josh Kopelman
@joshk
7/. So what does this mean? Many investors are finally focusing on lines below the top line on a P&L - and are realizing they've made embedded Valuation Bets. And for the next few yrs, it will be far easier to found (& fund) companies where there isn't a dueling valuation regime.
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Villi 🇺🇸
@villi
I would be very surprised if this concept works.
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Front Office Sports
@FOS
TaylorMade has made an investment in PopStroke — the upscale golf and dining concept backed by Tiger Woods. The deal pushes PopStroke's value to $650 million, per @pbpost.
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Villi 🇺🇸
@villi
His grift is actually an asset. It is valued and respected.
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Jonathan Swan
@jonathanvswan
George Santos was seated on 2 committees.. though, per source briefed, was denied his requests for seats on Financial Services and Foreign Affairs committees. w @migold nytimes.com/2023/01/17/nyr
Villi 🇺🇸
@villi
Is this really news? Was anybody confused about it?
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CBS News
@CBSNews
A Tesla video purporting to demonstrate the automaker's self-driving capabilities was actually staged, according to claims from a senior engineer at the company reported by Reuters. cbsn.ws/3QLvadk
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Villi 🇺🇸
@villi
My #1 requirement for a place to live at is whether there is a university in the town.
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Noah Smith 🐇🇺🇦
@Noahpinion
My basic suggestion to college towns is: Focus less on undergrads, and more on getting knowledge workers to move to town. This can be done by: 1. Prioritizing the college's research activities, and 2. Creating a pleasant living environment for remote knowledge workers.
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Villi 🇺🇸 Retweeted
Villi 🇺🇸
@villi
What is the play behind the scenes? Why are the Saudis putting pressure on him?
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Pete Strzok
@petestrzok
It was said “in the Gulf that the president's son-in-law took a copy of information from the daily intelligence briefing provided by the intelligence community to the White House, and shared its contents with MBS.” Huh. Imagine that. $2 billion convo? dailymail.co.uk/news/article-5
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Villi 🇺🇸 Retweeted
Tatyana Deryugina 🇺🇦
@TDeryugina
The West has always been behind in supplying weapons to Ukraine, acting reactively rather than proactively. Such delays not only cost lives in the short run but also embolden Putin to continue the war. The West must realize this and give Ukraine the weapons it needs to win ASAP.
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Villi 🇺🇸
@villi
What is the play behind the scenes? Why are the Saudis putting pressure on him?
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Pete Strzok
@petestrzok
It was said “in the Gulf that the president's son-in-law took a copy of information from the daily intelligence briefing provided by the intelligence community to the White House, and shared its contents with MBS.” Huh. Imagine that. $2 billion convo? dailymail.co.uk/news/article-5
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