Antonio Garcia-Martinez@antoniogm · 15 小时前观点输出“There are only two or three human stories, and they go on repeating themselves as fiercely as if they had never happened before.” -Willa Cather
Ran into two PMs I overlapped with at Meta at the Noe Valley Cafe. Usual CV: couple of small exits, mostly vesting out at FAANG, now at the usual retirement startup involving health or education having netted their SF lifestyle bag and real estate.
There aren't 7B people in the world: there are really maybe a few hundred types of people, and you'll meet a dozen of them in any given industry or career arc.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Antonio Garcia-Martinez@antoniogm · 1 天前观点输出I was walking quietly in the dark atop Bernal Heights park and literally almost walked into a wild coyote. We both recoiled; I couldn't tell who was more startled.
Intrigued, I stalked him from a distance until I came upon him at the edge of the park, relieving himself.
He took one look at me, then darted into the surrounding houses and disappeared.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Antonio Garcia-Martinez@antoniogm · 1 天前观点输出The media doesn't want you to know this, but if you're a guilt-ridden rich guy who thinks the rich should pay more in taxes...you can just send all your money to the government!
Yes, really.
The Bureau of Fiscal Service has a voluntary account since 1843, and you can hand over all your earthly belongings to Uncle Sam if you feel they can do more with your money than you can.
Think we should all pay more taxes? Then you get to go first.
(Scott Kirby is worth ~$100M).
https://t.co/6O5xzNATox
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Antonio Garcia-Martinez@antoniogm · 1 天前观点输出To quote McLuhan: Invention is the mother of necessity.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Antonio Garcia-Martinez@antoniogm · 1 天前观点输出Me going to pre-order the iPhone Duo I don't really need. https://t.co/Dp7fDqX5mR
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Antonio Garcia-Martinez@antoniogm · 1 天前赛道影响PSA for Airbnb hosts (from a guest who's racked up unfailing 5 star reviews):
If you turn your property in an indoor Amazon jungle of plants, don't expect a guest to unfailingly maintain it all, and have someone else do it.
I signed up for lodging, not to be your gardener.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Antonio Garcia-Martinez@antoniogm · 2 天前观点输出On the ground reporting from the French baby mama: https://t.co/SEFxMT8RIs
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Antonio Garcia-Martinez@antoniogm · 2 天前赛道影响The europoor meme can be funny, but it's also midwit and wrong.
As someone with both EU and US passports who's lived in both sets of elite poles (SF/NYC and BCN/BER/PAR), let me just give you the TLDR:
-The percent of GDP spent on welfare in the US is the about the same as the EU (smidge under).
-The effective tax rate in the coastal US is about the same as the EU (smidge under).
-Both are (former) middle-class societies where much of society feels the social contract is broken. In the US, elites abandoned the middle-class decades ago, and the well-to-do in states like CA/NY have reconciled themselves to paying almost half their paychecks and getting nothing in return, planning to insulate themselves from the suck by paying for private everything: neighborhoods, schools, medical care. If their earnings keep on rising, they're OK with it.
In France, that bourgeoisie hasn't been decimated yet, and they still expect (delusionally perhaps) basic social infra like schools to function (which is what these protests were initially about). The infra in Europe is a lot better than in the US, despite the GDP delta (New Yorkers can only dream of a subway like Madrid's). But that's clearly eroding in time, without the wage growth (or private social infra) to allow for a paid workaround.
-The free healthcare blah blah meme is fake: the public health systems in Europe have collapsed to the point it's mostly a public/private hybrid, for anyone with a solid paycheck, and fuck you if you're poor, go to the public system (which is the ER in the US). Guess what? In Europe you've got deductibles, in/out of network and all the same shit as in the US (though yes, the cost is still lower, though more or less correlated with wages).
-Boomers on both sides of the Atlantic are living in a dated lala land, but they vote to keep the system in place. In Europe it's legislation and printing money to prop up pensions; in the US, it's legislation and printing money to prop up housing prices and the stock market, which is the American 'free market' version of pensions. Rampant inflation and cost-of-living problems in both, with youth locked out of housing and living in precarity.
-Both are struggling with having been historically middle-class societies
US better positioned only because it has more economic growth (hello 80 hour weeks), and (obviously) leadership in critical fields like AI. But the foundational problems of an out-of-touch elite, incoherent immigration policy, and general social malaise that sees no meaning or purpose at the End of History is absolutely the same in both polities.
Americans who mock what's happening in Europe simultaneously believe some X mirage about what Europe is (and have never lived there), as well as don't understand what's going on in their own country. The French Revolution happened a few years after the American one, and once again, the two countries are echoes of each other, as similar countries tend to be. France is probably the most 'American' country in Europe, in all the republican senses of the word (and no the Yookay isn't in Europe).
Antonio Garcia-Martinez@antoniogm · 2 天前观点输出Apropos of nothing of course, it's remarkably easy to charter a private jet out of Paris on a last-minute, urgent basis. Doesn't even cost that much, and you can do it via WhatsApp.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Antonio Garcia-Martinez@antoniogm · 3 天前观点输出The American economy would grow 5% overnight if @united finally put @Starlink in SFO/EWR business class.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
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