Shane Parrish: “Most people mistake discomfort as a signal to stop; the great ones see it as evidence they’re on the right track. Excellence is just pain tolerance disguised as genius. The real advantage isn’t talent but cultivating a perverse appreciation for the discomfort others instinctively avoid.”
Enterprise Tech 30 2025. “From AI agents to next-gen infrastructure, this year’s ET30 captures the biggest shifts in enterprise technology. The 2025 ET30 highlights the growing dominance of AI-native apps and agentic systems, alongside rising early-stage momentum and continued product-led growth. Founder talent remains concentrated in major tech hubs.”
AI 2027. “We predict that the impact of superhuman AI over the next decade will be enormous, exceeding that of the Industrial Revolution. We wrote a scenario that represents our best guess about what that might look like. It’s informed by trend extrapolations, wargames, expert feedback, experience at OpenAI, and previous forecasting successes.” NYTimes: “The year is 2027. Powerful artificial intelligence systems are becoming smarter than humans, and are wreaking havoc on the global order. Chinese spies have stolen America’s A.I. secrets, and the White House is rushing to retaliate. Inside a leading A.I. lab, engineers are spooked to discover that their models are starting to deceive them, raising the possibility that they’ll go rogue. These aren’t scenes from a sci-fi screenplay. They’re scenarios envisioned by a nonprofit in Berkeley, Calif., called the A.I. Futures Project, which has spent the past year trying to predict what the world will look like over the next few years, as increasingly powerful A.I. systems are developed.”
Colossus: “Today [Neil] Mehta is 40, and over its first 13 years, Greenoaks has played a legendary part in the rise of Coupang, Figma, Wiz, Carvana, Stripe, Discord, Rippling, Toast, Robinhood, and other unicorns led by N of 1 founders, generating over $13 billion in gross profits, a 33% total net internal rate of return, and only about a point of principal impairment. The firm is unusually small and concentrated: five funds of 55 core companies across nearly $15 billion of assets managed by nine investment professionals—with Mehta himself as one of the largest LPs in each fund. Henry Kravis, one of the first LPs, told me that at the top of the market between 2020–2022, Greenoaks probably returned more money to investors than anyone else. “Neil’s extremely disciplined, he’s gone against the tide many times, and he’s had exceptional timing,” Kravis said. “He’s the real deal.””
Ross Haleliuk: “Wiz isn’t a regular company. It is a one-of-a-kind startup that has redefined what it means to build a successful company in security. Wiz has been an exception to many rules so I have no choice but to also make an exception and share some thoughts about it. In this piece, I am diving deep into the reasons why it happened and the exact tactics the company used to get there.”
