Technology investor. Digital transformation exec. Recovering CEO. GP Sentiero. Board SF YMCA & EF Fund. Tweeting AI, adtech, entrepreneurship, travel.
San Francisco, CA
Joined February 2014
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Jon Eberly retweeted
One of the most interesting things about startups is that there are exceptions to practically every rule. E.g. it's bad to be a solution in search of a problem. Except .5% of the time it's good. The ultimate test of an investor is to see these exceptions.
Jon Eberly retweeted
i have stopped being shocked when AI pundits, people who think and talk about AI for a living, people who are *writing and sponsoring AI legislation* admit that they never use it, because it happens so often. but it is shocking!
Jon Eberly retweeted
The fact that nobody reads the PDFs I send them in no way dissuades me from sending more.
Jon Eberly retweeted
One time I refused to buy a watch because it was only waterproof to 100 meters. Not sure what sort of future I was imagining for myself there.
Jon Eberly retweeted
Kardashev Level 1, 2 and 3 correspond to using the power of an entire planet, star, and galaxy respectively. In terms of steam engines, that's 10^16, 10^26, and 10^36 W.
This rather neatly allows us to generalize the Kardashev levels to non integer values, using the formula (Log10[P]-6)/10.
Currently our P is about 10 TW, or Kardashev level 0.7. Pre-industrial consumption, mostly based on agriculture, was level 0.5, comparable to the power consumption of all ants. The Roman Empire at its peak was about 0.36.
Jon Eberly retweeted
If it seems hard in SaaS, just remember if you can get to $25m-$30m ARR, growing at even a modest clip, and your burn is low ... someone will buy you
Just don't raise at a crazy valuation, that's all
Jon Eberly retweeted
we will look back $200/month unlimited intelligence as fondly as the cheap uber rides of the 2010’s
Jon Eberly retweeted
People still don’t seem to understand why Moore’s law happened.
1. Substrate material is the cheapest on earth
2. Solid state operation which means ZERO opex costs ONLY capex
3. Capex can be amortized over more and more chips
4. Reinvest in lower capex and higher throughput
5. Repeat until costs approach materials costs
Chips, solar, batteries. It’s all the same. Solid state devices and their scaling laws will kill anything in their way.
Notice, NONE of these steps involve massive net profits, because you REINVEST as much as you can!
Jon Eberly retweeted
Prediction: The surge in undetectable call recording apps is about to drive more people back to in-person meetings and prompt more startups to move to SF.
Secret recording tools like Granola and now Notion's new feature can capture any call without a trace - Zoom, FaceTime Audio, anything. They can go under radar because they hook into your system’s audio output at the OS level, without needing direct access to your video call platforms.
As a founder, I've had my own words from private calls thrown back at me during deals. Terrifying. Think about how this affects secretive AI labs and stealthy startups. One leaked conversation could be catastrophic.
My bet? Face-to-face meetings are about to explode. And if you want the real inside scoop on what's happening in tech, you'll need to be where the conversations are happening: San Francisco.
Jon Eberly retweeted
Imagine spending a billion dollars training an AI model then someone else comes out with something 2% better and everyone switches off of you by changing one line of code
