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@neo

A mentorship community, builder residency, & VC fund. Retweets represent our diverse community’s voices, from students to CEOs. Apply now: Neo.com

neo.com Joined June 2009

646 Following 20K Followers 3.8K Posts

Latest posts 5

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Neo @neo 5d

🎙️ Watch now: podcast available on all platforms.

Alfred Lin of Sequoia on “Confession with Ali Partovi”

– Childhood trouble-making and family friction
– Tough calls as an operator at Zappos, Tellme, and LinkExchange
– leading Sequoia’s disastrous FTX investment

… and much more with @Sequoia general partner and co-head @Alfred_Lin.

(01:35) Growing Up Rebellious (“not Guai”): Taiwan to NY
(06:04) Detention for Building a Popular Computer Game
(09:38) Being Misunderstood: The Bezos Principle
(10:48) Parental Conflict: The College Fight
(13:16) Rebellion and Business: Running from History
(16:42) “The world is passing me by” - Stanford PhD Dropout
(18:00) The Quincy House Grille
(22:57) Ali's Confession and a Lifelong Lesson from LinkExchange
(32:10) “Slope over intercept”: Betting on Talent
(36:41) LinkExchange Company Success but Cultural Failure
(37:25) Tellme Networks: The Scourge of Indecisive Layoffs
(42:33) Zappos: “Head in the clouds, feet on the ground”
(43:57) FTX: The $150 Million Loss
(50:53) “That was the most crushing”: Trust Betrayed
(52:53) Uber: The $20 Billion Miss from Lack of Courage
(57:07) Closing: Lessons on Courage and Moving Forward

57:54

Neo @neo 1d

Kalshi hits $40B, Ali on Tucker, & more | Neo & Noteworthy

Check out our October recap of learnings and announcements by Neo portfolio companies and community members 💙

neo.substack.com/p/kalshi-hits-…

Neo @neo Oct 31

"I'm the optimist; he's the pessimist."

Watch full episode: @LuanaLopesLara of @Kalshi on Confession with Ali Partovi (below).

0:40

Neo @neo Oct 21

🎙️ Watch now: podcast available on all platforms.

Episode 3: Luana Lopes Lara on “Confession with Ali Partovi”

– A $1B valuation, yet she put Kalshi’s odds of failure above 90%.
– “I'm supposed to be the optimistic one”: hiding fears from her co-founder.
– “I’m betting the company”: suing Kalshi’s regulator despite board objections.

… and much more with @Kalshi co-founder & COO @luanalopeslara.

(0:00) “Took three years. It was awful”: getting Kalshi regulated
(1:58) Growing up in Brazil and training as a ballerina
(6:01) Choosing MIT despite being told she shouldn’t
(8:03) “Ballet was never a hobby to me” and giving it up
(9:46) “Even when we were worth a billion dollars”: fearing Kalshi would fail
(22:12) Employees leaving, layoffs, and offering severance
(23:38) “You’re gonna kill me”: telling Tarek they should sue the government
(32:17) “Tarek was right and I was wrong”: the fallout from suing their regulator
(33:16) “I just feel lighter”: winning in court
(36:44) “I am gonna have to bluff”: convincing Tarek to follow through
(40:11) “You can psych yourself out of doing anything”: overthinking risk

View quoted post on X

Neo @neo Oct 30

"The company's the most important thing in my life.... and I'm betting the company."

Watch full episode: @LuanaLopesLara of @Kalshi on Confession with Ali Partovi (below).

0:09

Neo @neo Oct 21

🎙️ Watch now: podcast available on all platforms.

Episode 3: Luana Lopes Lara on “Confession with Ali Partovi”

– A $1B valuation, yet she put Kalshi’s odds of failure above 90%.
– “I'm supposed to be the optimistic one”: hiding fears from her co-founder.
– “I’m betting the company”: suing Kalshi’s regulator despite board objections.

… and much more with @Kalshi co-founder & COO @luanalopeslara.

(0:00) “Took three years. It was awful”: getting Kalshi regulated
(1:58) Growing up in Brazil and training as a ballerina
(6:01) Choosing MIT despite being told she shouldn’t
(8:03) “Ballet was never a hobby to me” and giving it up
(9:46) “Even when we were worth a billion dollars”: fearing Kalshi would fail
(22:12) Employees leaving, layoffs, and offering severance
(23:38) “You’re gonna kill me”: telling Tarek they should sue the government
(32:17) “Tarek was right and I was wrong”: the fallout from suing their regulator
(33:16) “I just feel lighter”: winning in court
(36:44) “I am gonna have to bluff”: convincing Tarek to follow through
(40:11) “You can psych yourself out of doing anything”: overthinking risk

View quoted post on X

Neo @neo Oct 28

“It took three years. It was awful”: @LuanaLopesLara on getting @Kalshi approved to operate legally.

Watch the full episode of Confession with Ali Partovi below.

0:27

Neo @neo Oct 21

🎙️ Watch now: podcast available on all platforms.

Episode 3: Luana Lopes Lara on “Confession with Ali Partovi”

– A $1B valuation, yet she put Kalshi’s odds of failure above 90%.
– “I'm supposed to be the optimistic one”: hiding fears from her co-founder.
– “I’m betting the company”: suing Kalshi’s regulator despite board objections.

… and much more with @Kalshi co-founder & COO @luanalopeslara.

(0:00) “Took three years. It was awful”: getting Kalshi regulated
(1:58) Growing up in Brazil and training as a ballerina
(6:01) Choosing MIT despite being told she shouldn’t
(8:03) “Ballet was never a hobby to me” and giving it up
(9:46) “Even when we were worth a billion dollars”: fearing Kalshi would fail
(22:12) Employees leaving, layoffs, and offering severance
(23:38) “You’re gonna kill me”: telling Tarek they should sue the government
(32:17) “Tarek was right and I was wrong”: the fallout from suing their regulator
(33:16) “I just feel lighter”: winning in court
(36:44) “I am gonna have to bluff”: convincing Tarek to follow through
(40:11) “You can psych yourself out of doing anything”: overthinking risk

View quoted post on X