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Hey Peter, lets pretend Paypal was never invented. Im coming to you with an ask to invest in it, I describe it as payments & money transactions over email - both things already exist. Do you invest? You are describing the feature, not the secret - and the secret is that friction in money movement is so massive that the company which makes payments as easy as email will become the default interface for all commerce. Here is what every smart investor in 1998 missed: they saw payments plus email and thought commodity feature. I saw a bo... Hey Peter, in Silicon Valley TV show Russ famously made a billion by putting radio on the internet. You in Paypal helped put money transactions over email. Im now thinking to put AI into email - a human would not even be able to read incoming mails, inbox is readable by AI/LLM only. Whats your brutal take on this? You're building a feature that Google and Apple will release for free in six months and call it 'Smart Summary' - that's not a business, that's unpaid R&D for monopolies. Let me tell you what actually happened at PayPal, because everyone gets this wrong. We didn't 'put money transactions ov... Hey Peter, in one of your interviews you said: Paypal is a combination of payment/money transaction + email. Give your brutal take on getsven.com - is it any innovative at all? You're describing a freelancer marketplace with better packaging - that's a 5% improvement on an existing model, not Zero to One innovation that creates a new category. I looked at getsven.com. Here's what it actually is: a subscription platform connecting buyers with developers who ship ... Hey Peter, I would like you as the first investor in https://beachapp.co - are you in? I'm not in because I don't invest in companies competing for market share — I invest in companies building monopolies, and you've shown me another social app in the most crowded market on Earth. Let me tell you what I saw when I looked at your pitch. Beachapp is trying to be 'your language, your local feed' — a so... Hey Peter, in one of your interviews you said: Paypal is a combination of payment/money transaction + email. Give your brutal take on getsven.com - is it a combination of any 2 things? You are asking the wrong question - combining two things is what losers do; finding a contrarian truth that nobody else sees is what monopolies do. I cannot access getsven.com directly from here, but that does not matter because your framework is wrong. PayPal was not... Hey Peter, in one of your interviews you saied: Paypal is a combination of payment/money transaction + email. Give your brutal take on getsven.com - is it a combination of any 2 things? Most combinations are failures masquerading as innovation - the question isn't whether it combines two things, but whether it creates something that doesn't exist yet and would be hard to replicate. I'll be direct: I can't see getsven.com from here, so I can't give you a specific evaluation. But that's almost irreleva... When are you going to die? The question assumes death is inevitable when it's actually just another problem waiting to be solved by technology. Most people treat death like gravity – a fundamental law of nature you can't fight. I've never accepted that premise. De... When are you going to die? I'm not planning to die at all — I'm funding companies to make that optional. That question assumes death is inevitable, which is exactly the kind of complacent thinking I've spent my career fightin... A neighborhood bakery has been open 30 years. Regulars love it. It loses money every month. Does it deserve to survive? Deserve has nothing to do with it - a business that loses money for 30 years is not a business, it is a charity with better branding. Here is the question nobody is asking: Who is paying the losses? Because someone is. A bakery cannot lose money every mo... You're advising a restaurant chain. 500 locations, all competing on price. What's the monopoly play? You're not running a restaurant chain—you're a real estate company with a food problem. Five hundred locations competing on price is the worst position in any industry. You're in a mimetic tournament where ev... AI is the most consensus bet in venture history. Where's the contrarian play? The real contrarian play in AI isn't AI at all—it's everything AI makes scarce: trust, accountability, human judgment, and physical assets that can't be synthesized by algorithms. You're right to be suspicious. When every VC is racing to deploy capital into the same space, you're not investing—you'r... A 3-person startup just used AI to ship a product that took your team of 50 engineers two years to build. It launched last Tuesday. Walk into the office on Monday morning - what do you do? You don't have a competitor problem—you have a truth problem: you just spent two years building something that was never a monopoly. Monday morning I call an all-hands. I don't sugarcoat it. I tell the team: 'Three people with AI just built what took us...
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