Leeor Mushin@lmushin · 2026/08/24观点输出@TitusHeyn @InvestLikeBest Tech only list first of all
And someone like Bezos building up Amazon is more impressive (to me) than someone with a much smaller company doing incredible things
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Leeor Mushin@lmushin · 2026/08/24观点输出@larpeoqi @InvestLikeBest I should put the stipulations on there versus on X but 1 person per company and only including 21st century so most of Larry Pages 1st stint doesn’t count. Sergey was never formally CEO
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Leeor Mushin@lmushin · 2026/08/21观点输出@sriramkri COYS
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Leeor Mushin@lmushin · 2026/08/21赛道影响@Jack_Raines The shenanigans at the office are getting outta hand
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Leeor Mushin@lmushin · 2026/08/14观点输出Agreed on Hall of Fame
Cursor is now #5 in my list of top venture investments in the past 15 years. Some recency bias, but given the category creation and time to liquidity, pushed Figma/Cerebras/Canva/others slightly down to make room
https://t.co/qPbDr9PIOO
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Leeor Mushin@lmushin · 2026/08/14赛道影响I dunno why it would be a thing to get defensive about. Pricing power is… kinda cool, call me crazy. Basically YC’s whole business model (and it’s a great business!)
And yes haha. Reddit today gained $3B in market cap because it was added to an index so a company gaining a fraction of that bc it was added to benchmarks “index” doesn’t seem wild to me
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Leeor Mushin@lmushin · 2026/08/13观点输出@seanwdoolan great point Sean
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Leeor Mushin@lmushin · 2026/08/10观点输出RT @Varungupta: Contrary view from a top decile fund manager: "I stand by my belief that the best way to do 1 all time banger deal is to do…
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Leeor Mushin@lmushin · 2026/08/07赛道影响RT @PolymarketMoney: JUST IN: Google CEO Sundar Pichai reveals quantum computing is "where AI was 5 years ago"
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Leeor Mushin@lmushin · 2026/08/06观点输出@shawnxu @2112Power Remember you bringing this one into Floodgate. You had complete conviction in Chris. Not bad sir!
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