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  • Inside X with Nikita Bier: Viral Growth, Elon Musk, and “Doing the Hard Thing”

    In a recent episode of the Out of Office podcast, Lightspeed partner Michael Mignano sat down with Nikita Bier, the Head of Product at X (formerly Twitter). Filmed in Bier’s hometown of Redondo Beach, California, the interview offers a rare, candid look into the chaotic, high-stakes world of running product at one of the world’s most influential platforms.

    Bier, famous for founding the viral apps TBH and Gas, discusses everything from his unorthodox hiring by Elon Musk to the specific growth hacks being used to revitalize a 20-year-old platform. Here is a breakdown of the conversation.


    TL;DW (Too Long; Didn’t Watch)

    • The Hire: Elon Musk hired Nikita via DM. The “interview” was a 48-hour sprint to redesign the app’s onboarding flow, which Nikita presented to Elon at 2:00 AM.
    • The Role: Bier describes his job as “customer support for 500 million people” and admits he acts as the company mascot/punching bag.
    • The Culture: X runs like a seed-stage startup. There are roughly 30 core product engineers, very few managers, and a flat hierarchy.
    • Growth Strategy: The team is focusing on “Starter Packs” to help new users find niche communities (like Peruvian politics or plumbing) rather than just general tech/news content.
    • Elon’s Management: Musk is deeply involved in engineering reviews and consistently pushes the team to “do the hard thing” rather than take shortcuts for quick growth.

    Key Takeaways

    1. Think Like an Adversary

    Bier credits his early days as a “script kiddie” hacking AOL and building phishing sites (for educational purposes, mostly) as the foundation for his product sense. He argues that understanding how to break a system is essential for building consumer products. This “adversarial” mindset helps in preventing spam, but it is also the secret to growth—understanding exactly how funnels work and how to optimize them to the extreme.

    2. The “Build in Public” Double-Edged Sword

    Nikita is a prolific poster on X, often testing feature ideas in real-time. This creates an incredibly tight feedback loop where bugs are reported seconds after launch. However, it also makes him a target. He recounted the “Crypto Twitter” incident where a critique of “GM” (Good Morning) posts led to him being meme-d as a pig for a week. The sentiment only flipped when X shipped useful features like anti-spam measures and financial charts.

    3. Fixing the Link Problem

    One of the biggest recent product changes involved how X handles external links. Historically, social platforms downrank links to keep users on-site. Bier helped design a new UI where the engagement buttons (Like, Repost) remain visible while the user reads the article in the in-app browser. This allows X to capture engagement signals on external content, meaning the algorithm can finally properly rank high-quality news and articles without penalizing creators.

    4. Identity and Verification

    To combat political misinformation without compromising free speech, X launched “Country of Origin” labels. Bier explained that this allows users to see if a political opinion is coming from a local citizen or a “grifter” farm in a different country, providing context rather than censorship.


    Detailed Summary

    From TBH to X

    The interview traces Bier’s history of building viral hits. He famously sold his app TBH (a positive polling app for teens) to Facebook, and years later, built Gas (effectively the same concept) and sold it to Discord. He dispelled the myth that he simply “sold the same app twice,” noting that while the mechanics were similar, the growth engines and social graph integrations had to be completely reinvented for a new generation.

    The Musk Methodology

    Bier provides a fascinating look at Elon Musk’s leadership style. Contrary to the idea of a distant executive, Musk conducts weekly reviews with engineers where they present their code and progress directly. Bier noted that Musk has a high tolerance for pain if it means long-term stability. For example, rewriting the entire recommendation algorithm or moving data centers in mere months—projects that would take years at Meta or Google—were executed rapidly because Musk insisted on “doing the hard thing.”

    Reviving a 20-Year-Old Platform

    The core challenge at X is growth. The app has billions of dormant accounts. Bier’s strategy relies on “resurrection”—bringing old users back by showing them that X isn’t just for news, but for specific interests. This led to the creation of Starter Packs, which curate lists of accounts for specific niches. The result has been a doubling of time spent for new users.

    The Financial Future

    Bier teased upcoming features that align with Musk’s vision of an “everything app.” This includes Smart Cashtags, which allow users to pull up real-time financial data and charts within the timeline. The long-term goal is to enable transactions directly on the platform, allowing users to buy products or tip creators seamlessly.


    Thoughts

    What stands out most in this interview is the sheer precariousness of Nikita Bier’s position. He is attempting to apply “growth hacking” principles—usually reserved for fresh, nimble startups—to a massive, entrenched legacy platform. The fact that the core engineering team is only around 30 people is staggering when compared to the thousands of engineers at Meta or TikTok.

    Bier represents a new breed of product executive: the “poster-operator.” He doesn’t hide behind corporate comms; he engages in the muddy waters of the platform he builds. While this invites toxicity (and the occasional death threat, which he mentions casually), it affords X a speed of iteration that is unmatched in the industry. If X succeeds in revitalizing its growth, it will likely be because they treated the platform not as a museum of the internet, but as a product that still needs to find product-market fit every single day.

  • The Gundo: A Thriving Hub for Hard Tech Startups

    The Gundo: A Thriving Hub for Hard Tech Startups

    El Segundo, California, a coastal city located in the South Bay region of Los Angeles County, is often considered a distinct area with its own unique identity. While renowned for its beautiful beaches and laid-back atmosphere, El Segundo is rapidly emerging as a hotbed for hard tech startups. This burgeoning hub, affectionately dubbed “The Gundo,” is attracting a new generation of entrepreneurs and engineers who are pushing the boundaries of technology and reshaping the future of industries.

    What is Hard Tech?

    Hard tech, also known as deep tech, refers to companies that are developing technology solutions based on significant scientific or engineering challenges. These companies often require extensive research and development (R&D), substantial capital investment, and lengthy periods before achieving commercial success. Unlike software startups that primarily focus on digital products and services, hard tech companies are involved in creating tangible, physical products that often involve complex engineering and manufacturing processes. Examples of hard tech include advanced materials, robotics, aerospace, artificial intelligence, and biotechnology.

    This distinction between hard tech and the traditional software focus of Silicon Valley highlights a crucial shift in the technology landscape. While software continues to play a vital role, the future of technology lies in the convergence of software and hardware, with hard tech companies leading the charge in developing solutions to real-world problems.

    Why El Segundo?

    El Segundo’s transformation into a hard tech hub is driven by a confluence of factors. Its proximity to Los Angeles International Airport (LAX) and major aerospace and defense companies Boeing and SpaceX provides access to a highly skilled workforce and a robust supply chain. This legacy in aerospace has laid the foundation for the Gundo’s emergence, providing a fertile ground for and a pool of experienced engineers and entrepreneurs.

    The city’s relatively affordable real estate compared to Silicon Valley and its attractive coastal lifestyle make it an appealing location for startups and their employees. Moreover, El Segundo offers a “small-town” vibe that fosters a strong sense of community among its hard tech entrepreneurs. This collaborative environment encourages the exchange of ideas, mentorship, and partnerships, creating a fertile ground for and growth.

    California has experienced an exodus of firms and families, including Fortune 1000 companies and smaller ones. El Segundo has managed to attract a new wave of companies focused on “atoms, not bits.” This emphasis on tangible products and solutions, coupled with a “hardcore ethos” that prioritizes ambitious technological advancement, sets the Gundo apart from other hubs.

    With its unique advantages, El Segundo has attracted a diverse range of hard tech startups.

    Key Players in The Gundo

    The Gundo is home to a diverse range of hard tech startups that are developing groundbreaking technologies across various sectors. This diversity fosters within individual companies and creates opportunities for cross-industry collaboration and the development of integrated solutions. Here are a few examples:

    • Parallel Systems: Founded by Matt Soule, John Howard, and Ben Stabler, Parallel Systems is building an autonomous and decarbonized freight system with zero-emissions rail vehicles. This approach to transportation aims to revolutionize the logistics industry by reducing emissions and improving efficiency.
    • Epsilon3: Epsilon3 is developing next-generation manufacturing systems software for rapid, iterative, and data-driven hardware manufacturing. Their software solutions empower businesses to optimize their production processes and accelerate in manufacturing.
    • Rainmaker: Founded by Augustus Doricko, Rainmaker is focused on drone-enabled cloud seeding technology to modify the weather and address water scarcity for farms and ecosystems. This endeavor tackles a critical global challenge by leveraging cutting-edge technology to increase rainfall and combat drought.
    • Castelion: Co-founded by Bryon Hargis, Sean Pitt, and Andrew Kreitz, Castelion is designing, building, and testing next-generation long-range strike weapons systems. With a focus on in defense technology, Castelion has raised $15 million in funding to develop advanced weaponry.
    • Picogrid: Founded by Zane Mountcastle and Martin Slosarik, Picogrid builds a common platform to connect defense and autonomous systems. Their technology enables seamless integration and communication between various defense systems, improving coordination and real-time intelligence. Picogrid has raised $12 million in funding.
    • Mach Industries: Founded by Ethan Thornton and Ana Saldana, Mach Industries is developing a suite of hydrogen-powered platforms and munitions for the military. This focus on alternative energy sources in defense technology aims to reduce reliance on fossil fuels and promote sustainability in military operations. Mach Industries has raised $85 million in funding.
    • AeroDome: Co-founded by Rahul Sidhu and Kenaniah Cerny, AeroDome provides drone air support to law enforcement, wildfire protection, and search and rescue. Their drone technology enhances public safety and emergency response efforts by providing rapid aerial surveillance and support. AeroDome has raised $6.5 million in funding.
    • TEN TECH LLC: TEN TECH LLC is a mechanical engineering consulting company specializing in structural dynamics and thermal analysis & management for aerospace & defense, hi-tech electronics, automotive, medical, and renewable energy applications. Their expertise in these areas supports the development of and reliable products across various industries.

    The Broader Los Angeles Hard Tech Ecosystem

    The Gundo is a key component of a larger hard tech ecosystem that is emerging across Los Angeles. This ecosystem includes companies SpaceX, Anduril, Rocket Lab, Relativity, and Shield AI, among many others. These companies are pushing the boundaries of space exploration, defense technology, robotics, and advanced manufacturing, contributing to a resurgence of technological in the region.

    Challenges and Opportunities

    While The Gundo is experiencing rapid growth and attracting significant attention, it also faces challenges. A major concern is the rising cost of real estate, which could make it difficult for startups to afford space in El Segundo. This challenge highlights the need for policies and initiatives that support affordable workspace for startups and encourage the development of a diverse and inclusive entrepreneurial ecosystem.

    Another challenge is the need to maintain the city’s “small-town” vibe while accommodating the influx of new businesses and residents. Balancing growth with preservation of the city’s character will be crucial for ensuring the long-term sustainability and appeal of the Gundo.

    As the Gundo gains more visibility and attracts more investment, it faces the challenge of maintaining its ethos and avoiding the potential pitfalls of hype and overheated expectations. Staying true to its core values of community, collaboration, and a focus on solving real-world problems will be essential for the Gundo’s continued success.

    Despite these challenges, The Gundo has tremendous potential to become a leading hub for hard tech . Its strong community, access to talent, and proximity to key industries provide a solid foundation for continued growth. As The Gundo matures, it is likely to attract more investment, create more jobs, and contribute significantly to the advancement of technology.

    The Gundo: Shaping the Future of Hard Tech

    The Gundo is a of community, collaboration, and a focus on solving real-world problems. This thriving hard tech hub is about building products; it’s about creating a sustainable ecosystem where entrepreneurs, engineers, and investors can come together to shape the future. By fostering a culture of , embracing technological advancement, and prioritizing tangible solutions, the Gundo is poised to become a driving force in the global hard tech landscape. Its success could contribute to a resurgence of American technological leadership and economic growth, demonstrating the potential of regional hubs to drive economic prosperity and address critical global challenges.

  • Michael Dell on Building a Tech Empire and Embracing Innovation: Insights from “In Good Company”

    In the December 11, 2024 episode of “In Good Company,” hosted by Nicolai Tangen of Norges Bank Investment Management, Michael Dell, the visionary founder and CEO of Dell Technologies, offers an intimate glimpse into his remarkable career and the strategic decisions that have shaped one of the world’s leading technology companies. This interview not only chronicles Dell’s entrepreneurial journey but also provides profound insights into leadership, innovation, and the future of technology.

    From Bedroom Enthusiast to Tech Titan

    Michael Dell’s fascination with computers began in his teenage years. At 16, instead of using his IBM PC conventionally, he chose to dismantle it to understand its inner workings. This hands-on curiosity led him to explore microprocessors, memory chips, and other hardware components. Dell discovered that IBM’s pricing was exorbitant—charging roughly six times the cost of the parts—sparking his determination to offer better value to customers through a more efficient business model.

    Balancing his academic pursuits at the University of Texas, where he was initially a biology major, Dell engaged in various entrepreneurial activities. From working in a Chinese restaurant to trading stocks and selling newspapers, these early ventures provided him with the capital and business acumen to invest in his burgeoning interest in technology. Despite familial pressures to follow a medical career, Dell’s passion for computers prevailed, leading him to fully commit to his business aspirations.

    The Birth and Explosive Growth of Dell Technologies

    In May 1984, Dell Computer Corporation was officially incorporated. The company experienced meteoric growth, with revenues skyrocketing from $6 million in its first year to $33 million in the second. This impressive 80% annual growth rate continued for eight years, followed by a sustained 60% growth for six more years. Dell’s success was largely driven by his innovative direct-to-consumer sales model, which eliminated intermediaries like retail stores. This approach not only reduced costs but also provided Dell with real-time insights into customer demand, allowing for precise inventory management and rapid scaling.

    Dell attributes this entrepreneurial mindset to curiosity and a relentless pursuit of better performance and value. He believes that America’s culture of embracing risk, supported by accessible capital and inspirational role models like Bill Gates and Steve Jobs, fosters a robust environment for entrepreneurs.

    Revolutionizing Supply Chains and Strategic Business Moves

    A cornerstone of Dell’s strategy was revolutionizing the supply chain through direct sales. This model allowed the company to respond swiftly to customer demands, minimizing inventory costs and enhancing capital efficiency. By maintaining close relationships with a diverse customer base—including individual consumers, large enterprises, and governments—Dell ensured high demand fidelity, enabling the company to scale efficiently.

    In 2013, facing declining stock prices and skepticism about the relevance of PCs amid the rise of smartphones and tablets, Dell made the bold decision to take the company private. This move involved a massive $67 billion buyback of shares, the largest technology acquisition at the time. Going private allowed Dell to focus on long-term transformation without the pressures of quarterly earnings reports.

    The acquisition of EMC, a major player in data storage and cloud computing, was a landmark deal that significantly expanded Dell’s capabilities. Despite initial uncertainties and challenges, the merger proved successful, resulting in substantial organic revenue growth and enhanced offerings for enterprise customers. Dell credits this acquisition for accelerating the company’s transformation and broadening its technological expertise.

    Leadership Philosophy: “Play Nice but Win”

    Dell’s leadership philosophy is encapsulated in his motto, “Play Nice but Win.” This principle emphasizes ethical behavior, fairness, and a strong results orientation. He fosters a culture of open debate and diverse perspectives, believing that surrounding oneself with intelligent individuals who can challenge ideas leads to better decision-making. Dell encourages his team to engage in rigorous discussions, ensuring that decisions are well-informed and adaptable to changing circumstances.

    He advises against being the smartest person in the room, advocating instead for inviting smarter people or finding environments that foster continuous learning and adaptation. This approach not only drives innovation but also ensures that Dell Technologies remains agile and forward-thinking.

    Embracing the Future: AI and Technological Innovation

    Discussing the future of technology, Dell highlights the transformative impact of artificial intelligence (AI) and large language models. He views current AI advancements as the initial phase of a significant technological revolution, predicting substantial improvements and widespread adoption over the next few years. Dell envisions AI enhancing productivity and enabling businesses to reimagine their processes, ultimately driving human progress.

    He also touches upon the evolving landscape of personal computing. While the physical appearance of PCs may not change drastically, their capabilities are significantly enhanced through AI integration. Innovations such as neural processing units (NPUs) are making PCs more intelligent and efficient, ensuring continued demand for new devices.

    Beyond Dell Technologies: MSD Capital and Investment Ventures

    Beyond his role at Dell Technologies, Michael Dell oversees MSD Capital, an investment firm that has grown into a prominent investment boutique on Wall Street. Initially established to manage investments for his family and foundation, MSD Capital has expanded through mergers and strategic partnerships, including a significant merger with BDT. Dell remains actively involved in guiding the firm’s strategic direction, leveraging his business acumen to provide aligned investment solutions for multiple families and clients.

    Balancing Success with Personal Well-being

    Despite his demanding roles, Dell emphasizes the importance of maintaining a balanced lifestyle. He adheres to a disciplined daily routine that includes early waking hours, regular exercise, and sufficient sleep. Dell advocates for a balanced approach to work and relaxation to sustain long-term productivity and well-being. He also underscores the role of humor in the workplace, believing that the ability to laugh and joke around fosters a positive and creative work environment.

    Advice to Aspiring Entrepreneurs

    Addressing the younger audience, Dell offers invaluable advice to aspiring entrepreneurs: experiment, take risks, and embrace failure as part of the learning process. He encourages tackling challenging problems, creating value, and being bold in endeavors. While acknowledging the value of parental guidance, Dell emphasizes the importance of forging one’s own path to achieve success, highlighting that innovation often requires stepping outside conventional expectations.

    Wrap Up

    Michael Dell’s conversation on “In Good Company” provides a deep dive into the strategic decisions, leadership philosophies, and forward-thinking approaches that have propelled Dell Technologies to its current stature. His insights into entrepreneurship, innovation, and the future of technology offer valuable lessons for business leaders and aspiring entrepreneurs alike. Dell’s unwavering commitment to understanding customer needs, fostering a culture of open debate, and leveraging technological advancements underscores his enduring influence in the technology sector.