Big consulting is a shitshow right now. They totally miscalculated demand. Now they’re bleeding money, asking people to take sabbaticals, and disguising layoffs as firings.
If these people can’t run their own businesses why would anyone want their help running theirs?
Consulting firms advise on layoffs all the time. “How many people do I really need to do X?” is the most vanilla question you could ask a consultant. That they were so wildly off the mark does not inspire confidence.
@DanielChesley
Tech companies are brand new organizations and have a regular product. The product of management consultants is management and the orgs have been around for a million years.
I can't tell you how often I meet someone totally brilliant, and it turns out they went to Thomas Jefferson Science and Technology High School in Virginia.
It happens so often I'm tempted to start crashing their reunions.
In the past 10 months, I have lost nearly 50 lbs. Start intermittent fasting and find a cardio exercise that doesn’t make you go crazy; for me, boxing 🥊
And take some time off for the holidays like a normal person.
Embarrassing for
@StanfordGSB
not to recognize the defense tech club. Business schools are full of people grandstanding about “demanding more from capitalism.” Then you look them up on LinkedIn and they work for McKinsey. Thank you for all that you do!! 🙄
Whenever I’m asked whose opinions I respect most on Lebanon,
@OzKaterji
is always at the top of the list. Regrettable that American coffee shop revolutionaries think they should talk over a Lebanese guy’s lived experience with Hezbollah.
I was 22 years old the first time I was detained by Hezbollah in Dahiyeh. I remember it clearly because it was the first time anyone had put a gun to my head.
This is not a normal fucking situation, and anyone telling you otherwise is disgusting.
I do sometimes wonder how many VCs investing millions of dollars into AI companies would be able to explain/define very simple AI concepts like overfitting, supervised vs unsupervised, the difference between ML and deep learning, etc.
Not the best…
Defense/deep tech entrepreneurship and venture feels like a community like never before. We are connecting in the same way that I’ve always admired about the techbio community. We work for different organizations but we are all on one team: Team USA
I am increasingly hearing about startups extending offers to foreign nationals with the option to move to Mexico if they can’t make the visas work. Insane policy has led us here.
Tomorrow is my first day as a full time VC, in awe of the opportunities this country has afforded me. Thankful to be a small part of a groundswell of technologists working in the national interest at such a critical time for freedom in the world. 🇺🇸
Blaming Cuba’s problems on US policy is what Amb. Kirkpatrick called the liberalism of fools. There’s no embargo with Sweden—and yet no IKEA or H&M. What do they want to import that ONLY we know how to make? Boeing Dreamliners? Flamin’ Hot Cheetos?
Give 👏🏽 me 👏🏽 a 👏🏽 break 👏🏽
@lulumeservey
He is so good that whenever something happens that disrupts trade and logistics; Yemen, that boat in the Suez Canal, etc., I read his twitter before the news.
Defense tech startups need to start taking lobbying and government relations seriously from day zero. If you’re in SoCal trying to get your members attention, good luck and God bless. The sooner you can get a multi-state strategy, the better.
New rule: no more new DoD innovation offices/organizations. If you need to start a new one you have to find two bad ones to shut down. We need change. We do not need the optics of change while actually accomplishing nothing.
If we do not speed the productization of new AIs into defense, we will almost certainly lose. Fascinating perspectives from
@JohnDDulin
on the future of AI in defense, Modern Intelligence's new 'Cutlass' product, procurement reform, and more.
People I would have never imagined are hitting me up to talk about defense tech. Zeitgeist has changed so quickly.
I’ll never forget pitching a national security project at Google X in 2017. People thought I was a real nutcase. The world looks much different today.
I just overheard two undergrads talking about trying to recruit for Anduril and Shield AI. Would have never happened when I graduated. Defense tech revolution is happening! 🇺🇸
US Air Force officer crowned as 2024 Miss America, Congratulations Lt. Marsh for being the first active duty Miss America! Brains and Beauty. Lt. / Ms. America not only graduated from the US Air Force Academy she earned a pilot slot! Big Salute, Happy Monday to all.
Instead of studying pure CS, I highly recommend studying CS and another discipline, bio, materials, electrical engineering, chemistry—all going to be transformed. (And the bio double major won’t stop you from getting the SWE job at Stripe if you want it).
In the last 20yrs, "study CS and work in tech" became a "path" to wealth
Now:
—BigTech did layoffs, aren't hiring
—Tech job postings are ~40% of '21
—Startups often prefer tenured hires
—Huge pipeline of CS majors: 40% of MIT
Winter is coming for software engineering.
🧵
1/5
Genentech is the best company formation story in the history of capitalism.
-The 1972 US-Japan joint meeting on plasmids in Honolulu
-Swanson cornering Boyer at UCSF for a 10 minute meeting
-Swanson getting fired from Kleiner for obsessing over plasmids
-Kleiner leading the seed
@Andercot
It is also interesting that being middle class is so valorized in the US that even people who are too rich or too poor consider themselves middle class, while it is almost always used as an epithet in the UK.
Three people have sent this to me in the last hour and I am cracking up.
@mrexits
Mea culpa: I almost bought a used F-150 but thought it was a little ridiculous to take mostly to the SOMA/Williamsburg Trader Joe’s
The aid we are providing to Ukraine should be viewed in the context of the other defense things we’ve spent money on.
We spent $60B on a boat that doesn’t work and serves no purpose. In that context. Ukraine is one of the highest ROI, most positive expenditures we’ve ever had.
My experience at Google during Project Maven is that some employees seem to believe that it is a human right to be professional activists instead of doing their actual jobs while collecting a Google salary. Point of fact—it is not.
Sometimes headlines suggest that defense tech people love war. This is false. We want to be prepared for peace. Margaret Thatcher said “wars are not caused by the buildup of weapons. They are caused when an aggressor believes he can achieve his objectives at an acceptable price.”
Loving this
@GirlsWhoCode
x
@RaytheonTech
partnership. We’ve come a long way since Project Maven. This is a cultural shift. Sadly, you cannot defend Kiev with NFTs and viral games.
Loved chatting with
@theinformation
about Defense Tech, a space that is going to define the next decade. Every great fund should be building capacity so they can participate. Great reporting
@margauxmaccoll
A college sophomore reached out to me to get advice on pursuing bioinformatics after becoming disenchanted with their crypto/Web3 projects. The earth is healing.
If you are building infra for hardware; aerospace, automotive, capital goods, I want to talk to you ASAP.
What exists today is a total mess. So many examples from Boeing 737 Max to much lower stakes like the sensors going off on my car for no reason.
If you are interviewing for VC, your interests cannot be “AI, Cloud, and B2B SaaS.” The entire Nasdaq is not an interest. You need to have real, specific interests. Be authentic!
@pmarca
: “This is a country that used to build great things. We believed in production. Production is a social good. When was the last time we built a new city or supersonic aircraft?”
For Jewish Americans my age, this has been an unthinkable time. We grew up at a moment where being Jewish put you at little risk of danger or discrimination. These were things that happened in Europe. We are not going to let these terrible people take our country away from us.
Early stage defense tech founders take note. You want tweets like this about your company. The sooner you can start a multi-state strategy, the better. You are not going to get all the attention you want/need from the people who represent Austin and the Gundo.
Maybe I’m biased - because Anduril has a large and growing presence in Mississippi— but this makes me optimistic for the future of America.
Great innovators who love our country will shape our future. 🇺🇸
Our defense industrial base is in shambles and endangers our ability to defend ourselves and support our allies. Crises do not happen nicely one at a time so you can deal with one after you’ve finished the last. We need a defense industrial base that can handle anything the world
"Concern is growing within the Pentagon over the potential need to stretch its increasingly scarce ammunition stockpiles to support Ukraine and Israel in two separate wars, according to multiple US defense officials."
Not to mention our most important priority: China. 1/
One side benefit of the gundo thing is hopefully these guys will be inspirations for our kids to pursue more meaningful things than becoming TikTok influencers
(…specifically my 12 year old brother who lives in the gundo, is good at math, but wants to be a “creator” 🤦♂️)
The rules of the All In Podcast:
1) You talk exclusively about things you don't know very much about with the most decisive takes
2) You never say anything critical of Elon—ever.
My whole life I’ve been a big vaccine guy 💉. Very thankful to participate in the
@UniofOxford
/
@AstraZeneca
trial today. tl;dr is you should be very confident in the safety and efficacy of these vaccines.
Some of the strongest Dem downballot performers -- in a disappointing night for Congressional Dems -- were the Dem women w/ national security backgrounds.
Slotkin, Spanberger, Luria, Sherrill re-elected with big wins in tough districts. They're a model for D party going forward.
Ghosting a job candidate is completely unacceptable, and yet most of the people I know who have entered VC were ghosted at least once in the process.
Sometimes career success can dement you into thinking the rules don’t apply to you—that’s wrong, they do.
Very pleased to see the US, UK, Israel, Jordan, KSA, UAE and Egypt working together to counter the Iranian threat. The United States is not the world’s police, but we are the world’s quarterback—don’t forget it. 🇺🇸
One fund manager I spoke to this week is dumping their LPs from a few hostile nations in their next fund per the advice of myself and others. More of this. 👏🏽
You can go elsewhere for LPs but you can’t go elsewhere for loyalty and self-respect. 🇺🇸
Someone in the PE world who actually understands the A&D industry and promises not to ruin everything needs to do a major rollup of legacy suppliers. All of the owners are very old, to say nothing about the workforce.
You’ve gotta admire
@FrancisSuarez
absolutely relentless. I remember thinking how much I’d love to live in Miami if I could find something to do there. Not a problem anymore.
Nothing is more depressing than seeing a very talented veteran or international student going to work at McKinsey for resume laundering and/or visa purposes when it is not what they actually want to be doing
Part of the magic of American Dynamism is that five years ago there were people all over who wanted to work on this problem set but felt like they were on an island taking crazy pills while everyone else was talking about NFTs. Not anymore! 🇺🇸
Changes like this create a mirage of egalitarianism but actually reinforce class hierarchy. People with discipline, internet, and a review book can teach themselves how to do better on the SAT. Soft factors much more easily gamed by the wealthy.
When defense tech produces a littoral combat ship sized boondoggle, Elizabeth Warren can give us a call. The private sector and the government need people with domain expertise in both to run well. By this logic who should run the SEC? Cultural anthropologists?
Phenomenal headline. In 2016, even talking about defense was radioactive at Google.
Now these people will be made to live in a much more normal zeitgeist. Kudos to everyone who used their platform to make this cultural change
@zebulgar
@jacobhelberg
and more.
If we can’t fix this within the next few years, we are going to be explaining to our children that we lost a great power competition with China because the DoD couldn’t reform its acquisition process 🤦♂️
@MazMHussain
We have never seen a nuclear state failure and it is very scary. This is the most important rationale for non-proliferation and it is unfortunately deemphasized. You don’t want proliferation and you really don’t want it in a state that could fail.
Yesterday, I went head to head with the dean of my school over defense being part of ESG. It’s easy to take security for granted when you’re sipping lattes in a gleaming auditorium, the view looks a little different from Kiev.
Everyone who is participating in the defense tech revolution owes a lot to the team at Anduril who paved the way in spite of long odds and so many naysayers.
Long Anduril, Long America 🇺🇸
@zebulgar
How can you build in a country with a workforce less concerned with the next product launch than the next strike? It’s no surprise that the most ambitious Europeans I know are building in America.
These McKinsey guys think 95% of Air Force spend will stays with the primes and they better hope so otherwise they’re going to be staying at the Holiday Inn.
I often feel a sense of awe about all of the people who have helped me for really no reason other than being nice.
Trying to put as much of that into the universe as possible.
I look forward to the HBS/Sloan Defense Conference every year. With a lineup like that, some have even called it the Coachella of Defense. Weekend full of extraordinary conversations. Hats off to the organizers. Onward 🇺🇸
If you see people removing or defacing our flag, put it back up. This is America. Our granddads did not storm the beaches of Normandy for a bunch of coffee shop revolutionaries to disgrace our flag.
Was speaking to an old friend who I passionately disagree with about many of things. We have both become much less ideological as we’ve gotten older.
There’s something about ideology that’s exciting in your 20s but becomes exhausting in your 30s.
During a brainstorm my first week at Google X, I recorded the "CMOS sensor" as a "sea moss sensor" and wrote it on a whiteboard in front of a room of a few senior engineers. Take it easy on people who are early in their careers.
If California state and local doesn’t get serious about radically changing land use to build more houses, the federal government should go rogue. There are thousands acres of federal land in Marin.
Presenting the Burj Sausalito (rendered by DALL-E). They’re going to love it.
I have spent the evening asking ChatGPT about my weirdest interests including 20th Century Egypt, Next Gen Sequencing, cytotoxicity of different gene editing techniques, and changes to DoD procurement under Robert McNamara and holy crap homework is over...
It is possible that defense tech companies penetrate the DoD purchasing apparatus… and behave identically to the primes. This creates a mirage of change without fixing the fundamental problems. Might be worse, even if somewhat improved capabilities are fielded.
@iamGermania
Unfortunately, part of the latino experience in America is people from other groups classifying you as white or not based on what is situationally convenient for them.