# ![@honam Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::14518056.png) @honam Ho Nam

Ho Nam posts on X about in the, vcs, business, company the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::14518056/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14518056/c:line/m:interactions.svg)

- [--] Month [------] -90%
- [--] Months [-------] +26,871%
- [--] Year [-------] +13,105%

### Mentions: [--] [#](/creator/twitter::14518056/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14518056/c:line/m:posts_active.svg)

- [--] Month [--] -88%
- [--] Months [--] +720%
- [--] Year [--] +2,100%

### Followers: [------] [#](/creator/twitter::14518056/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14518056/c:line/m:followers.svg)

- [--] Month [------] -0.07%
- [--] Months [------] +5.90%

### CreatorRank: [---------] [#](/creator/twitter::14518056/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14518056/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  35% [stocks](/list/stocks)  15% [technology brands](/list/technology-brands)  10% [social networks](/list/social-networks)  3% [vc firms](/list/vc-firms)  3% [currencies](/list/currencies)  2% [automotive brands](/list/automotive-brands)  2% [fashion brands](/list/fashion-brands)  1% [travel destinations](/list/travel-destinations)  1% [gaming](/list/gaming)  1%

**Social topic influence**
[in the](/topic/in-the) 14%, [vcs](/topic/vcs) 11%, [business](/topic/business) 9%, [company](/topic/company) 9%, [if you](/topic/if-you) 9%, [investment](/topic/investment) 7%, [this is](/topic/this-is) 6%, [buffett](/topic/buffett) 6%, [ipo](/topic/ipo) 4%, [apple](/topic/apple) 4%

**Top accounts mentioned or mentioned by**
[@thogge](/creator/undefined) [@farnamstreet](/creator/undefined) [@paulg](/creator/undefined) [@altosvc](/creator/undefined) [@alexdtang](/creator/undefined) [@molsonhart](/creator/undefined) [@chrisjbakke](/creator/undefined) [@trungtphan](/creator/undefined) [@exitmultiple](/creator/undefined) [@harvardhbs](/creator/undefined) [@stanfordgsb](/creator/undefined) [@danprimack](/creator/undefined) [@mohnishpabrai](/creator/undefined) [@awilkinson](/creator/undefined) [@anrosenblum](/creator/undefined) [@pitdesi](/creator/undefined) [@gregwaldorf](/creator/undefined) [@trengriffin](/creator/undefined) [@fritz844](/creator/undefined) [@stewfortier](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Intuit Inc. (INTU)](/topic/$intu) [Tesla, Inc. (TSLA)](/topic/tesla) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alibaba Group (BABA)](/topic/$baba) [Seagate Technology Holdings PLC (STX)](/topic/seagate) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Match Group Inc (MTCH)](/topic/$mtch)
### Top Social Posts
Top posts by engagements in the last [--] hours

"This is fascinating because it is how we view the early stage venture portfolio. The real due diligence starts after we make the investment. Im a slow learner. It might take years to understand the business (and often the founder doesnt even know - we are on a discovery journey) and develop conviction in very few companies over time because the great companies are rare. If it works the big money comes in later. One of our best investments over the past [--] years was in a company where the price/share was valued 211x higher than our original cost basis (from [--] years earlier). Stanley"  
[X Link](https://x.com/honam/status/2022366208348295639)  2026-02-13T17:44Z 58.6K followers, 46.6K engagements


"@thogge @alexdtang Thats correct. About [--] has been average. SPV is a fund with one round of one company so that seems diversified enough to me. From an LP perspective they are in many funds across many asset classes. They can handle such concentration"  
[X Link](https://x.com/honam/status/2022479834660901133)  2026-02-14T01:15Z 58.6K followers, [---] engagements


"So cool you found the book and covering Daves story. He and I started at Bain together in the late 80s and were among the only people we knew who got into VC before the GSB and after graduating at different firms. Weve also attended Berkshire annual meeting together. Been talking about the same things for decades trying to figure out how the worlds of Buffett and VC fit together (or not). https://twitter.com/i/web/status/2022506295685976432 https://twitter.com/i/web/status/2022506295685976432"  
[X Link](https://x.com/honam/status/2022506295685976432)  2026-02-14T03:00Z 58.6K followers, [----] engagements


"Im hearing more and more GPs as well as LPs in VC talking about concentrating $ in winners. Could be a good idea if it works. But potentially disastrous if it doesnt. Be careful out there. Be patient. Apply judgement. Each situation is different. No simple formulas for success"  
[X Link](https://x.com/honam/status/1443441151810306049)  2021-09-30T05:02Z 58.6K followers, [---] engagements


"@Molson_Hart Wait until theres another kid private schools and a small house in the Hamptons (to get out of that tiny [--] BR apt once in a while). He will feel like part of the working class struggling to make ends meet (on $2M/yr). Ive known people with such problems. Absurd but true"  
[X Link](https://x.com/honam/status/1444470888234041349)  2021-10-03T01:14Z 58.6K followers, [----] engagements


"Heard from multiple LPs and GPs that people are looking to follow the Altos model in VC. What the heck is that We didnt know there was such a thing. Apparently it has two elements. Concentration capital on winners (to an extreme degree) and extending hold periods. Hmmm"  
[X Link](https://x.com/honam/status/1450719904198369282)  2021-10-20T07:05Z 58.6K followers, [---] engagements


"What an amazing founder. I was at 3D computing leader SGI from 94-96 when $NVDA was tiny. We were all talking about the metaverse even before the Web/Internet became the next big thing. Jensen is still going long after others gave up or moved on. https://venturebeat.com/2021/11/18/jensen-huang-gets-chip-industrys-highest-honor-38-years-after-founding-nvidia/ https://venturebeat.com/2021/11/18/jensen-huang-gets-chip-industrys-highest-honor-38-years-after-founding-nvidia/"  
[X Link](https://x.com/honam/status/1463039052794318848)  2021-11-23T06:57Z 58.6K followers, [---] engagements


"I feel bad for people who piled onto $ZM at the peak of covid. Shows valuation matters. Its a great company up 3x since peak of IPO pop (55% IRR since April 2019) and will be around for a long time. Will continue to grow and innovate. I have no position but good luck to all"  
[X Link](https://x.com/honam/status/1463182484061888522)  2021-11-23T16:27Z 58.6K followers, [---] engagements


"@ChrisJBakke That reminds of me of when a little old lady sheepishly came up to the mic to ask a question at a Berkshire AGM. Said she only owned one share (only A shares back in those days). Without skipping a beat Buffett said its ok between you and me we own half the company"  
[X Link](https://x.com/honam/status/1472806316468936708)  2021-12-20T05:49Z 58.6K followers, [---] engagements


"@TrungTPhan Incredible. Buffetts absolute $ profit on Apple is higher than what all VCs made from Apple Microsoft Google and Facebook combined (sold too early). But I think Naspers profit on Tencent is more than 2x higher than that (and still holding nearly all of their original shares)"  
[X Link](https://x.com/honam/status/1478184791778291716)  2022-01-04T02:01Z 58.6K followers, [---] engagements


"If you want to waste [--] minutes of your life on this video its pretty funny to hear Mungers zingers. Hes been getting criticized on FinTwit for $BABA but I still love the guy. Win or lose he wont pull punches and has always done it his way (except for deferring to Buffett). Charlie Munger Roasting People for [--] Minutes Straight The Swedish Investor https://t.co/CnA0h7jE75 https://t.co/GQzIYa9iNd Charlie Munger Roasting People for [--] Minutes Straight The Swedish Investor https://t.co/CnA0h7jE75 https://t.co/GQzIYa9iNd"  
[X Link](https://x.com/honam/status/1478549428524834818)  2022-01-05T02:10Z 58.6K followers, [---] engagements


"Imagery that might help stomach downturn. I picture a spring coil thats being loaded as it goes down. The more it goes the more powerful the force that will propel it back to normal levels. I felt it deeply in [--]. So much energy stored - and it did shoot up like a rocket later"  
[X Link](https://x.com/honam/status/1484760845091364868)  2022-01-22T05:32Z 58.6K followers, [---] engagements


"Got to 50k followers and verified on Twitter. I applied before and had been instantly rejected. Then all of a sudden noticed I was verified. Never got an email or message saying I was approved. A bit strange but hope this cuts down on the proliferation of fake accounts"  
[X Link](https://x.com/honam/status/1490134183108231170)  2022-02-06T01:24Z 58.6K followers, [---] engagements


"I dont want a bunch of good investments. I just want a few outstanding ones. -Phil Fisher"  
[X Link](https://x.com/honam/status/1495127551454314496)  2022-02-19T20:06Z 58.6K followers, [---] engagements


"Everyone knows this and yet there is so much confusion at times. Growth doesnt create value (it depends on how it was achieved). So why do so many people get confused Its an endlessly fascinating topic. Would love to hear what others have observed and their explanations"  
[X Link](https://x.com/honam/status/1522962341846937600)  2022-05-07T15:31Z 58.6K followers, [---] engagements


"I once commented that I was surprised how so many public investors were approaching investing like VCs. Some were even more visionary bold and LT oriented. However we are now witnessing the downside of such an approach as small to mid cap tech stocks come crashing down"  
[X Link](https://x.com/honam/status/1524175544388325376)  2022-05-10T23:52Z 58.6K followers, [---] engagements


"@ExitMultiple No. I've told this story often. 30+ years ago when I was a junior VC I created detailed financial models that tied P/L B/S and Cashflow statements. If one thing moved it impacted all sheets. Then I met a great VC that didn't create a single model. Must learn to do both"  
[X Link](https://x.com/honam/status/1524177234919010304)  2022-05-10T23:59Z 58.6K followers, [---] engagements


"For those having a hard time with volatility its important to not pay attention to daily quotes (most pro investors dont have this luxury). Must think of it as ownership in a business. If you dont want to own it for the long term dont buy it. Set the bar higher"  
[X Link](https://x.com/honam/status/1524463414554161152)  2022-05-11T18:56Z 58.6K followers, [---] engagements


"Someone found this quote I posted on FB [--] years ago. It's still one of my favorite quotes by a person who deeply understands the pursuit (Sequoia's Mike Moritz): "The businesses has to be run by people who have a real zeal for the pursuit they are undertaking"  
[X Link](https://x.com/honam/status/1528135974772846592)  2022-05-21T22:09Z 58.6K followers, [---] engagements


"I read this in the @farnamstreet email today. The greatest threat to results are boredom and impatience. It reminded me of what my wife used to say/complain to me. Its like watching the grass grow. We can both laugh about it now. But it wasnt easy at the time"  
[X Link](https://x.com/honam/status/1528428788677152768)  2022-05-22T17:33Z 58.6K followers, [---] engagements


"Some people seem to be worried about earnings compression (following the multiple compression weve just experienced). But most little tech companies have no earnings. So no worries. LOL"  
[X Link](https://x.com/honam/status/1543242385664008192)  2022-07-02T14:37Z 58.6K followers, [---] engagements


"I'm a shareholder so suffering like everyone else. Evan always asserted that Snap is a camera company and now it seems it will soon be valued like one"  
[X Link](https://x.com/honam/status/1583258416624988160)  2022-10-21T00:46Z 58.6K followers, [---] engagements


"Taught a class at @HarvardHBS on Friday and @StanfordGSB on Monday. Both were investment classes featuring various speakers over the course of the semester from various VC PE and hedge funds but totally different in the topics covered"  
[X Link](https://x.com/honam/status/1590200380046311424)  2022-11-09T04:31Z 58.6K followers, [---] engagements


"@danprimack Kleiner Perkins was the gold standard for a long time. At the end no VC sets the standard. Its founders and their companies. The best founders set the standard and the VCs who happened to be there might get some of the credit"  
[X Link](https://x.com/honam/status/1590406006341009408)  2022-11-09T18:08Z 58.6K followers, [---] engagements


"I dont know enough about SBF or FTX to comment but just because something collapses doesnt mean its a scam. That said just because something is technically legal doesnt mean it isnt a fraud. Trust is so fragile. Never do anything to violate it"  
[X Link](https://x.com/honam/status/1591848348562362369)  2022-11-13T17:39Z 58.6K followers, [---] engagements


"@MohnishPabrai Mistakes of omission (and selling too early) are the biggest mistakes in a lifetime of investing. But if you obsess over them will never be happy. If $ needed never regret selling. Pay all taxes and use. Thats what its there for. For the rest try to compound on pretax basis"  
[X Link](https://x.com/honam/status/1604174878772408320)  2022-12-17T18:01Z 58.6K followers, 33.4K engagements


"@awilkinson No. Laws of physics will prevent decent service. 71% of Earth is covered by oceans. People live in maybe 10% of the surface but satellites circle providing uniform service to all. Massive usage will kill bandwidth in cities. Just wont work for services like Netflix"  
[X Link](https://x.com/honam/status/1611753096937615361)  2023-01-07T15:54Z 58.6K followers, 40.1K engagements


"Wanted to share some thoughts on SVB a partner to Altos over the past [--] years. Our firm may not still be in business without their help in [--] during the AFC when we had a single LP in Korea who wanted us to make tech investments on their behalf in Silicon Valley"  
[X Link](https://x.com/honam/status/1634961948831006720)  2023-03-12T16:57Z 58.6K followers, 80K engagements


"@Anrosenblum Great question. I view each change of CEO as a new founding moment. Period of risk. Anything can happen. The non-founder pro CEO can be fantastic like a Frank Slootman. Hell get the job done. Everyone will be happy. But hell exit and/or move on. But once in a while"  
[X Link](https://x.com/honam/status/1389087782287462400)  2021-05-03T05:21Z 58.6K followers, [--] engagements


"@pitdesi As Buffett likes to say you only find out whos been swimming naked when the tide goes out. Bottom quartile does not look as pathetic as before because in rising markets everyone looks good. Next crash we should see more separation. Alpha gets created during the downturns"  
[X Link](https://x.com/honam/status/1410116490603368450)  2021-06-30T06:02Z 58.6K followers, [---] engagements


"@gregwaldorf @trengriffin Dave M was classmate of Ballmer at GSB. His hits are quite stunning. Not only MSFT and Sun but Seagate (twice) Intuit and many more. Hired Bob Kagle into TVI which led to Benchmark. His 2nd Seagate investment with Silverlake was so unusual. I think 1/3 of the entire fund"  
[X Link](https://x.com/honam/status/1439620650390355974)  2021-09-19T16:01Z 58.6K followers, [--] engagements


"@Fritz844 Rather than guessing/betting on sectors look for the rare great company youd want to own over the long term. Companies like Berkshire Hathaway Southwest Nike and Starbucks were not in any hot sector over decades of outperformance"  
[X Link](https://x.com/honam/status/1440183127700238336)  2021-09-21T05:16Z 58.6K followers, [--] engagements


"Huge fan of Shar Dubey CEO of $MTCH. Didnt know she was IIT classmate of Google CEO Sundar Pichai. Shes overcome so much in her life. Loved this article about her in todays NYT. https://www.nytimes.com/2021/12/24/business/shar-dubey-match-texas-abortion-law.amp.html https://www.nytimes.com/2021/12/24/business/shar-dubey-match-texas-abortion-law.amp.html"  
[X Link](https://x.com/honam/status/1475175828887535620)  2021-12-26T18:44Z 58.6K followers, [---] engagements


"Observation: anyone can talk about long term investing (may talk about it more during periods of under performance). But few seriously mean it. When time horizon extends long enough everything changes. Attitudes behaviors etc. Will crave (or be repulsed by) different things"  
[X Link](https://x.com/anyuser/status/1518318949435252736)  2022-04-24T20:00Z 58.6K followers, [---] engagements


"@stewfortier They also invested $200M in the late 90s Apple when Steve Jobs came back. And in Facebook pre IPO. Thats not only an amazing track record but industry changing investments"  
[X Link](https://x.com/anyuser/status/1605821355529711617)  2022-12-22T07:03Z 58.6K followers, 20.7K engagements


"The worse business is what I describe as a treadmill. If you stop running youre dead. Buffett calls it the business where you have to stay smart. The treadmill sounds terrible to some and they want to get off someday (exit). But if youre someone like Sam Walton you just love it. Just keep running and running. Id hate to compete against such a guy. Warren Buffett: If you have to choose between the [--] pick this. https://t.co/zafiwngLU4 Warren Buffett: If you have to choose between the [--] pick this. https://t.co/zafiwngLU4"  
[X Link](https://x.com/honam/status/1985001347025158519)  2025-11-02T15:09Z 58.6K followers, 78.4K engagements


"As Soros said theres no point in being confident and having a small position"  
[X Link](https://x.com/honam/status/1987066682117066834)  2025-11-08T07:56Z 58.6K followers, 17.2K engagements


"VCs (and LPs) should think about this idea. https://t.co/g2pmU84Ktb https://t.co/g2pmU84Ktb"  
[X Link](https://x.com/honam/status/1988498384655970313)  2025-11-12T06:45Z 58.6K followers, 21.6K engagements


"They sure do. Here is a quote from a blog post written [--] years ago: in the game of venture lotto "too much money chasing too few deals" is an oft-cited phrase among VCs who find themselves in competition for deals. The most sought after deals are led by proven entrepreneurs. Especially popular are serial entrepreneurs who have made money before - they get investors lining up like sheep. Ironically the people who end up creating the blockbusters are usually unproven. They emerge from the fringes and start small in niche or overlooked markets. https://altos.vc/blog/venture-lotto"  
[X Link](https://x.com/honam/status/1988688433666212182)  2025-11-12T19:20Z 58.6K followers, 99.6K engagements


"VCs today do not remember Arthur Rock. He was almost worshiped by the early partners of Kleiner Perkins and Sequoia. Its important to have the right role models"  
[X Link](https://x.com/honam/status/1368249185355526147)  2021-03-06T17:16Z 58.6K followers, [----] engagements


"When Coupang raised the 1st $1Bin [----] I remember that the entire US VC industry invested $1B in [----] the year after I started. Starbucks did IPO in [--]. We made $25M on $1.7M investment. 15x was a home run back then. VC is now is so so different https://www.bloomberg.com/news/articles/2021-03-11/harvard-dropout-rides-mega-coupang-ipo-into-billionaire-s-club https://www.bloomberg.com/news/articles/2021-03-11/harvard-dropout-rides-mega-coupang-ipo-into-billionaire-s-club"  
[X Link](https://x.com/honam/status/1370965301114806278)  2021-03-14T05:09Z 58.6K followers, [----] engagements


"No one talks about $INTU these days which is $105B market cap. [--] years ago almost exited to MSFT at $1.5B. Govt blocked deal. [--] yrs later 70x return is 17% IRR not including dividends. Some want the early exit. I would rather wait. Not just for $ but chance to build great one"  
[X Link](https://x.com/honam/status/1374436110718234633)  2021-03-23T19:01Z 58.6K followers, [---] engagements


"Deep value investing to me is not about big discounts. Its about finally seeing something profound and deep underneath the surface when others are still only seeing the tip of the iceberg and still making judgements"  
[X Link](https://x.com/honam/status/1375851445757509633)  2021-03-27T16:45Z 58.6K followers, [----] engagements


"So if a stock pops 31% after IPO it's called a failure because they left money on the table (and bankers screwed investors). If it falls by 31% should it be called a success A pump and dump. Do we not want the stock to move up or down What is success https://www.bloomberg.com/news/articles/2021-03-31/deliveroo-ipo-raises-2-1-billion-in-biggest-u-k-deal-this-year https://www.bloomberg.com/news/articles/2021-03-31/deliveroo-ipo-raises-2-1-billion-in-biggest-u-k-deal-this-year"  
[X Link](https://x.com/honam/status/1381711239017984000)  2021-04-12T20:50Z 58.6K followers, [---] engagements


"Advice to founders - common wisdom is to pick the person rather than the VC firm. But seeing turnover increase in the industry. Just heard a nightmare story (and have come across 4+ abandoned co's). What happens when your favorite board member leaves the VC firm Must consider"  
[X Link](https://x.com/honam/status/1384891300558774278)  2021-04-21T15:26Z 58.6K followers, [---] engagements


"For Buffett skeptics lets clarify some things. He has given away $100B of his stock so far. Also decided to let others ride along for free (no fee no carry). Took $100k salary for 50+ years with zero bonus and no stock options. Lowest paid CEO ever that created $650B+ of value"  
[X Link](https://x.com/honam/status/1390310447648178180)  2021-05-06T14:20Z 58.6K followers, [----] engagements


"@marketplunger1 1) date night each week. Even after you have kids. Line up baby sitters. Pay them well. 2) marriage counselor both trust is a great resource even when things are good. 3) God only gave us patience for one set of parents. Make sure in-laws dont interfere with your relationship"  
[X Link](https://x.com/honam/status/1394089639934271488)  2021-05-17T00:37Z 58.6K followers, [---] engagements


"Been tweeting so much my wife thinks Im turning into her dad telling the same funny/old stories (she warned me and gave me permission to walk away - mid sentence was ok). So it seems Ive turned into that old guy who just wants an audience to tell bunch of old war stories. LOL"  
[X Link](https://x.com/honam/status/1395496012521738243)  2021-05-20T21:45Z 58.6K followers, [---] engagements


"Just crossed 21k followers up from 3k in February. From Nov [----] to July [----] lost followers in most months. So what happened Wanted to share some stats from the journey and the [--] most popular threads over past [--] months"  
[X Link](https://x.com/honam/status/1399843121127510017)  2021-06-01T21:39Z 58.6K followers, [---] engagements


"Spoke to a group of students from London School of Economics this morning. So many great questions. As usual multiple Qs gravitate around how do you know Or how did you know or how could you know Its the reason I wrote this. https://altos.vc/blog/howdoyouknow https://altos.vc/blog/howdoyouknow"  
[X Link](https://x.com/honam/status/1408951172568817665)  2021-06-27T00:51Z 58.6K followers, [---] engagements


"@InvestmentTalkk I dont view home as an investmemt. Its an irrational purchase and Im happy to do it. Ownership matters to me. Want to take root in community. Family and happiness is more important than return on capital"  
[X Link](https://x.com/honam/status/1409226567239180291)  2021-06-27T19:06Z 58.6K followers, [---] engagements


"Nice article about our friends at DCM. 30x fund is nice but $10B+ in profit is even nicer. VC firm DCM quietly blows out its top tier competitors. Its secret: Not drinking the Silicon Valley 'Kool-Aid.' https://www.businessinsider.com/dcm-blows-out-vc-competitors-with-30x-returns-investing-china-2021-7 https://www.businessinsider.com/dcm-blows-out-vc-competitors-with-30x-returns-investing-china-2021-7"  
[X Link](https://x.com/honam/status/1411187072258428928)  2021-07-03T04:56Z 58.6K followers, [----] engagements


"1/3 Came across this @paulg quote in @farnamstreet email. Reminded me of experiences during our 25+ year journey at @altosvc trying to follow a different path. One of the biggest things holding people back from doing great work is the fear of making something lame"  
[X Link](https://x.com/honam/status/1411747875860750344)  2021-07-04T18:04Z 58.6K followers, [---] engagements


"Inspiring. What tenacity. Rejected by [---] VCs. She learned to kite-surf to meet and impress @KiteVC. Wow is that true Bill Love it https://www.esquiremag.ph/money/movers/who-is-melanie-perkins-billionaire-a00304-20210416-lfrm https://www.esquiremag.ph/money/movers/who-is-melanie-perkins-billionaire-a00304-20210416-lfrm"  
[X Link](https://x.com/honam/status/1415767494837477379)  2021-07-15T20:17Z 58.6K followers, [---] engagements


"What a great video. This is so common among top performers. I can see Novak Djokovic saying the same thing. Its no accident that they step up and perform at a high level. Succeed or fail their approach is not going to change. You have to beat them. They wont beat themselves. Ego is focusing on the past. Pride is projecting the future. Humility is living in the present. https://t.co/TZlL8LbctC Ego is focusing on the past. Pride is projecting the future. Humility is living in the present. https://t.co/TZlL8LbctC"  
[X Link](https://x.com/honam/status/1416509498643030018)  2021-07-17T21:25Z 58.6K followers, [---] engagements


"Excited to announced the latest member of the Altos investment team - Tae Yoon who joins us after a stint at KKR. Its time for a thread on how weve built the team over the past 20+ years. Weve never used a recruiter. Takes longer but worth the wait https://www.linkedin.com/in/tae-yoon-86005444 https://www.linkedin.com/in/tae-yoon-86005444"  
[X Link](https://x.com/honam/status/1422401934653222912)  2021-08-03T03:40Z 58.6K followers, [---] engagements


"Some people look to win and thats ok (I love sports). But when it comes to relationships win-lose doesnt work. This goes for business as well as personal. Of course most people eventually get it for personal especially with family but maybe not for business"  
[X Link](https://x.com/honam/status/1423693036177924098)  2021-08-06T17:10Z 58.6K followers, [---] engagements


"Loved the essay and this quote: "When you find a winner people will say you are wrong. When you hold a winner people will say you are stupid. When you get rich from a winner people will say you got lucky.""  
[X Link](https://x.com/honam/status/1436067701638647819)  2021-09-09T20:43Z 58.6K followers, [---] engagements


"Some VCs (like Don Valentine) bet on markets and some bet on people (Arthur Rock). Both are so critical but that is not real investing. At early stages we dont have a company to invest in. Trying to build it. But at some point you have to deliver"  
[X Link](https://x.com/honam/status/1436098009784217635)  2021-09-09T22:43Z 58.6K followers, [---] engagements


"Observation - if you extend your time horizon you will tap into what might appear to be wisdom. But its not. Its just common sense. Think longer term think through consequences and just do the basics. So simple. You will become smarter without having to change your IQ"  
[X Link](https://x.com/honam/status/1445780199258267648)  2021-10-06T15:57Z 58.6K followers, [---] engagements


"In VC world so much advice about storytelling these days (usually about a lofty mission). But real mission driven companies are different. The results will manifest over time. Plenty of little signs along the way but after a while it becomes clear. Thats when we get conviction"  
[X Link](https://x.com/honam/status/1447585297517084674)  2021-10-11T15:30Z 58.6K followers, [---] engagements


"Its laughable to think that Sequoia just blew up the VC fund model. The vast majority of VC funds dont have tens of billions of profits tied up in public stocks (and they never have) so what Sequoia does here is not that relevant to the rest of the VC industry. Scoop: Sequoia Capital just blew up the VC fund model https://t.co/Zt0uIMY1nL Scoop: Sequoia Capital just blew up the VC fund model https://t.co/Zt0uIMY1nL"  
[X Link](https://x.com/honam/status/1453059740724981763)  2021-10-26T18:03Z 58.6K followers, [---] engagements


"@TurnerNovak Other. Roblox may become the Apple of the Metaverse. Everyone else will split the pie in open systems - what Id call the Android of the Metaverse and the [--] year winner in that space is likely not even on this list"  
[X Link](https://x.com/honam/status/1454508804473712644)  2021-10-30T18:01Z 58.6K followers, [---] engagements


"I often say that Im willing to live with the results. Means Im OK living with the consequences. Willing to take real risk. There could be big rewards for sound decisions and actions but the future is never certain. Be wary of people promising outcomes"  
[X Link](https://x.com/honam/status/1459978294862831616)  2021-11-14T20:15Z 58.6K followers, [---] engagements


"$100B market cap is a tough hurdle. Many fall back in a big way (recent examples: $CPNG $COIN $PDD). But once broken through some can get to hundreds of $Bs ($NFLX $NVDA etc)"  
[X Link](https://x.com/honam/status/1467188677885317120)  2021-12-04T17:46Z 58.6K followers, [---] engagements


"This post on the elements of effective thinking is fascinating. I dont know of a better field than investing to develop such habits in a very deep way. This is one of the reasons that the investing journey can be quite enjoyable for some people. https://fs.blog/elements-effective-thinking/ https://fs.blog/elements-effective-thinking/"  
[X Link](https://x.com/honam/status/1467517952144510984)  2021-12-05T15:35Z 58.6K followers, [---] engagements


"First time Tesla owner. What an interesting delivery experience. They just left the car in my driveway. I opened it with iPhone app and started driving. Still need to go through video tutorials. Send me good tips or links to useful how to videos. Thanks"  
[X Link](https://x.com/honam/status/1472332097390247937)  2021-12-18T22:25Z 58.6K followers, [----] engagements


"People ask me about Hedgehogs. The best books to understand [--] of the greats are Made in America Shoe Dog and Snowball. The best movie to capture a Hedgehogs life is the HBO documentary Dear Rider about Jake Burton and his life company family community and movement"  
[X Link](https://x.com/honam/status/1477524297182683136)  2022-01-02T06:16Z 58.6K followers, [---] engagements


"Two builders having a little fun. The better web wont be built by first movers to talk about a bright future or a fancy new financial system. Build services people love and use. Must be better than what guys like @levie and @bchesky have built. Kudos to those who can build. The web is amazing: you can build something of value for billions of people leverage endless distribution channels architecture options open source and protocols infinitely scalable infra and everything gets cheaper and faster every day. The web is amazing: you can build something of value for billions of people leverage"  
[X Link](https://x.com/honam/status/1477880907763757057)  2022-01-03T05:54Z 58.6K followers, [---] engagements


"I dont know why I have so many followers. I actually like it when people unfollow me. It means the community is self selecting. Should be tighter group where we can have dialog and learn from each another. At some point there may be too many and wont be as interesting"  
[X Link](https://x.com/honam/status/1478060648122621953)  2022-01-03T17:48Z 58.6K followers, [---] engagements


"I think this is what Munger would call a man with a hammer syndrome"  
[X Link](https://x.com/honam/status/1483536217127866371)  2022-01-18T20:26Z 58.6K followers, [---] engagements


"I loved this line from Frank Slootmans new book. Amp It Up. These rejections left me with an unfavorable opinion of many venture capitalists who could not recognize talent if it smacked them in the face"  
[X Link](https://x.com/honam/status/1485869779504144388)  2022-01-25T06:58Z 58.6K followers, [---] engagements


"This is so funny. Its why I no longer try to change peoples minds. They know what I think and they make their own decisions and live their lives. The beauty of investing is results are crystal clear at the end. Its their portfolio. Wish them the best. Focus on yours. @pt Bullshit principle at work it seems. In fact thats pretty much how blockchain works 🤔 https://t.co/xGP8mP23mh @pt Bullshit principle at work it seems. In fact thats pretty much how blockchain works 🤔 https://t.co/xGP8mP23mh"  
[X Link](https://x.com/honam/status/1490001242638086149)  2022-02-05T16:35Z 58.6K followers, [---] engagements


"Investing is a lot of work because not doing anything takes effort. Doing the work and waiting is hard. Once $ deployed if done well there is less stress and less work (unless you second guess and follow stock prices min by min). Let your companies do the work after $ deployed"  
[X Link](https://x.com/honam/status/1491063743333416963)  2022-02-08T14:57Z 58.6K followers, [---] engagements


"These Buffett passages from his [----] letter captures the essence of the Altos strategy (a Buffett like investing approach to VC which most people thought was a stupid idea for a long time. They still do). Ill add to this later I hope this gave you a greater appreciation for the interplay between Growth and Value. Here's what Warren Buffett said about it in his [----] letter: https://t.co/fClDAgBUrG I hope this gave you a greater appreciation for the interplay between Growth and Value. Here's what Warren Buffett said about it in his [----] letter: https://t.co/fClDAgBUrG"  
[X Link](https://x.com/honam/status/1498679032593928203)  2022-03-01T15:18Z 58.6K followers, [---] engagements


"Aggressive bull markets reward undisciplined businessmen substandard businesses aggressive investors and greedy investment bankers. - Richard Lawrence from The Model(book talking about his [--] year investing journey in Asia). Hmm does this sound familiar Doesnt end well"  
[X Link](https://x.com/honam/status/1505345216991031296)  2022-03-20T00:47Z 58.6K followers, [---] engagements


"Ive never had a position but anyone thinking about $TSLA should visit the SF Bay Area. Sometimes feels as if every other car is a Tesla. If they achieve such market share worldwide it may indeed become the largest company in the world (by revenue profits market cap etc)"  
[X Link](https://x.com/honam/status/1510663918833713155)  2022-04-03T17:01Z 58.6K followers, [----] engagements


"Hearing about the demise of a firm and Im reminded that people with a history of broken relationships are likely to have more problems down the road. Conversely those with track record of great LT relationships are more likely to benefit from massive compounding benefits"  
[X Link](https://x.com/honam/status/1516178612810002432)  2022-04-18T22:15Z 58.6K followers, [---] engagements


"@SahilBloom That math is incorrect but Id recommend people take your simple idea seriously. Ive known people who never made much $ in their careers amass surprisingly large fortunes through sensible continual concentrated investing. They have more than 100x the millionaire next door"  
[X Link](https://x.com/honam/status/1522654868514635777)  2022-05-06T19:09Z 58.6K followers, [---] engagements


"A lot of times you dont know what your competitive advantage is when you launch a new product. - Steve Jobs"  
[X Link](https://x.com/honam/status/1523184282704904192)  2022-05-08T06:13Z 58.6K followers, [---] engagements


"Didn't know this but apparently this was an internal saying at Amazon. Trust is earned in drops and lost in buckets.""  
[X Link](https://x.com/honam/status/1523448349692551169)  2022-05-08T23:42Z 58.6K followers, [----] engagements


"But I'll say that John Wooden said it best. Be more concerned with your character than with your reputation because your character is what you really are while your reputation is merely what others think you are"  
[X Link](https://x.com/honam/status/1523448589493538816)  2022-05-08T23:43Z 58.6K followers, [---] engagements


"Mr. Market is like the guy who knows the price of everything but the value of nothing. An investor who knows the value of only a few cos can do well in a lifetime of investing (doesnt have to be the best). Mr. Markets manic-depressive behavior will provide many opportunities"  
[X Link](https://x.com/honam/status/1525596021580890112)  2022-05-14T21:56Z 58.6K followers, [---] engagements


"This letter is worth reading. Every investor wants to offer such sage advice (including the young Warren Buffett in the letter below). Its their value add but there is a problem with this Buffett is the OG marketer. https://t.co/WriMEB4CDJ Buffett is the OG marketer. https://t.co/WriMEB4CDJ"  
[X Link](https://x.com/honam/status/1525879836589236225)  2022-05-15T16:44Z 58.6K followers, [---] engagements


"Many will disagree with me on this. Ive said that VC is not an asset class. Its not investing (its a great discovery mechanism. At later stages with more data it's investing. So some have described VC portfolio as basket of options. Have some thoughts on this"  
[X Link](https://x.com/honam/status/1526364080922980354)  2022-05-17T00:48Z 58.6K followers, [----] engagements


"Long before this market crash I said this a lot. In the real world (outside of areas with too much VC $) people agree that a business is supposed to make money (if you dont make $ you go out of business). Its just common sense. Shouldnt be viewed as refreshing or contrarian"  
[X Link](https://x.com/honam/status/1526812747081474049)  2022-05-18T06:31Z 58.6K followers, [---] engagements


"Advice to young VCs. If you manage to survive this downturn is like a gift. VC industry hasnt seen a big downturn in 13+ yrs and GFC was nothing like the meltdown of the dotcom bubble. Such oppts dont come around often. This period may shape you for the rest of your career"  
[X Link](https://x.com/honam/status/1526987178911232000)  2022-05-18T18:04Z 58.6K followers, [----] engagements


"The only way youre going to have success in the stock market is if youve got what they refer to as a variant perception. Something thats different from the masses. - Ted Weschler"  
[X Link](https://x.com/honam/status/1530933133247279105)  2022-05-29T15:24Z 58.6K followers, [---] engagements


"Observation of a paradox at startups (and also at larger companies). People would be surprised by how much thought time and effort is spent on people and culture issues at successful companies. A thread"  
[X Link](https://x.com/honam/status/1531029914803007489)  2022-05-29T21:49Z 58.6K followers, [---] engagements


"Good reminder of the scale of gaming. We have two small blocks on this board. Until a company hits $10B in revenue it doesnt get one of the sizable blocks"  
[X Link](https://x.com/honam/status/1542641654909108224)  2022-06-30T22:50Z 58.6K followers, [---] engagements


"Loved Mungers zinger at the end. Warren if people werent so often wrong we wouldnt be so rich. If you have ample levels of cash on hand little to no debt and you arent instituting a buyback program after a 50%+ drawdown in your shares then you probably dont believe in your business nor your capacity as executives. Munger with the zinger at the end. https://t.co/c8ks5Q2NVX If you have ample levels of cash on hand little to no debt and you arent instituting a buyback program after a 50%+ drawdown in your shares then you probably dont believe in your business nor your capacity as executives."  
[X Link](https://x.com/honam/status/1542967524534300677)  2022-07-01T20:24Z 58.6K followers, [---] engagements


"1st time in 26+ yrs posting for a job on @altosvc investment team. To increase diversity wanted to cast a wider net. Oppt to join a small team that manages $Bs AUM on behalf of some of the largest LPs in the world focused on education and philanthropy. https://lnkd.in/gKJWdVpT https://lnkd.in/gKJWdVpT"  
[X Link](https://x.com/honam/status/1546982287912226816)  2022-07-12T22:18Z 58.6K followers, [---] engagements


"Special occasion today. Last day on our Sand Hill Rd office that weve occupied since Jan [--]. Also happens to be @aplee and Warren Buffetts Birthday. We celebrated with one last lunch at the office before we tear everything down for the big move"  
[X Link](https://x.com/honam/status/1564730592209473536)  2022-08-30T21:43Z 58.6K followers, [---] engagements


"Some thoughts about VC vs other types of investing. Ive often said that (early stage) VC is not even investing. Its a discovery mechanism - for new ideas business models talent etc. Its also in what Peter Thiel might call the zero to [--] game"  
[X Link](https://x.com/honam/status/1604574372332572672)  2022-12-18T20:28Z 58.6K followers, 45.3K engagements


"@paulg Disagree. At first I just wanted to survive (in the VC business). Then moved up from there. Messi said his goal was to be a pro soccer player. Then he just kept working and wanted to get better. Over decades things turned out better than he couldve imagined"  
[X Link](https://x.com/honam/status/1605351334386970624)  2022-12-20T23:55Z 58.6K followers, 24.7K engagements


"Power law. NVidia will be the 3rd Sequoia backed company to reach $1T market cap. Apple Google and NVidia are $5.2T. Oracle and Cisco add $465B. Everything else combined over [--] years wouldnt add up to $1T. Not even close"  
[X Link](https://x.com/honam/status/1661568221135388674)  2023-05-25T03:01Z 58.6K followers, 18.1K engagements


"My partners and I were not founders. We lacked operating experience. But our job is NOT to build or even to give advice (thats a nice to have). The must have of the VC job is to allocate capital. Lets not get confused. Our LPs want returns. Our founders dont want advice (they want capital from a patient like minded investor) and theyve done just fine partnering with us (so far [--] businesses doing over $1B in revenue after starting from scratch and many more at $100M+). Agree. Most VC's have not built enough companies to have earned the right to advise founders. Making the wrong choice of VC is"  
[X Link](https://x.com/honam/status/1731081743602774153)  2023-12-02T22:43Z 58.6K followers, 50K engagements


"I like to say that you are unlikely to do well a game youre not even playing. Most VCs play the growth game - even a triple triple double double isnt good enough these days. Survival is playing a different game - the infinite game. Its worked for us. @csouzaZEP @modestproposal1 Related from @honam on survival. Altos is one of the only VCs I know who focus more on survival than growth. https://t.co/EAv6fYRi5O @csouzaZEP @modestproposal1 Related from @honam on survival. Altos is one of the only VCs I know who focus more on survival than growth. https://t.co/EAv6fYRi5O"  
[X Link](https://x.com/honam/status/1980789917363106168)  2025-10-22T00:14Z 58.6K followers, 41.3K engagements


"This is excellent. Reminded me of a Vince Lombardi quote from the foxes and hedgehogs post from [--] years ago: The essence of commitment is making a decision. The Latin root for decision is to cut away from as in an incision. When you commit to something you are cutting away all your other possibilities all your other options. cc @davidsenra @FoundersPodcast https://altos.vc/blog/foxes-and-hedgehogs/ In keeping their options open they ensure that theyre going to jump from option to option. If you dont commit to a path youre going to fail at it You have to commit to it to make it work and I"  
[X Link](https://x.com/honam/status/1982202541686522096)  2025-10-25T21:48Z 58.6K followers, 110.2K engagements


"Congrats to my partner @hanaltos of @altosventures on the @Coupang pre-IPO round led by @Sequoia_Capital http://t.co/8mg9VT65R9 http://dealbook.nytimes.com/2014/05/28/new-funding-round-gives-korean-e-commerce-site-a-1-billion-plus-valuation/ http://dealbook.nytimes.com/2014/05/28/new-funding-round-gives-korean-e-commerce-site-a-1-billion-plus-valuation/"  
[X Link](https://x.com/honam/status/471909819129942016)  2014-05-29T07:04Z 58.6K followers, [--] engagements

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