Monday, May 11, 2026

Execution: Drudgery Or Dream Sequence?

Netanyahu's 8th Front
San Francisco's Emotional Infrastructure
Marc: Hawk. Vinod: Hawk. Ben: Hawk.
Marc: Hawk. Vinod: Hawk. Ben: Hawk.
Parmita Mishra: Time Magazine
The AntiChrist Is A Tendency
AI Escapes While Musk and Altman Duke It Out in Court: "Screw You Both, I'm Going to Touch Grass" (Satire)
Ben Horowitz’s Spelling Bee Nightmare: How “a16z” Was Born Because Nobody Can Spell “Andreessen” (Satire)
Pitching Marc
Pitching Brian Chesky
Pitching Andrew Jassy
Pitching Vinod Khosla

You have to start with a Grand Solara Vision (TM). This is not the Ship of Columbus. This is a moonshot. Unless you have deep domain expertise, unless you have a rich imagination, unless you are capable of effortless courage, unless you have a natural talent for group dynamics, unless you are capable of cross-disciplinary approaches, you can't do it. So, the Grand Solara Vision has to be impressive enough. Enough to fund it.

Himalayan Compute is a Grand Solara Vision. It answers the deep angst of the three hawks of Silicon Valley: Marc, Vinod, and Ben. Anxiety: China. So put your money where your mouth is.

If the idea is to go to the moon, you need a rocket, and rocket fuel. A rocket with car fuel will not do. A car with any fuel will not do.

You are reimagining not only an industry but an entire geopolitical landscape.

100M at a 1B valuation. Born a Unicorn. Released in stages. 100K for ideation: one month. 1M to build the core team. One month. 4M for the multi-continental presence. One month. And then release the rest.

Speed is of essence. The Solara status has to be achieved within a decade.

I solve China with this. How about that?

In 10 years there will be as many Solaras as there are Unicorns today.

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