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VCs are world-class at saying “NO” without saying no. The greatest hits:
1) I liked it, my partners didn’t → If they had conviction, they’d fight.
I2) f you get a lead, we’ll follow → Translation: zero conviction, waiting to piggyback.
3) Show traction and we’ll invest →…
Most founders don’t actually want to run a $50M company. They just think they’re supposed to.
In reality, many are 0→1 builders.
They love solving problems, shipping features, hearing from customers. They’re happiest with a 3–10 person team and $1–3M ARR.
But they force…
Crypto was supposed to cut out middlemen.
Now middlemen are building the rails.
Visa settles in USDC.
PayPal prints its own dollar.
BlackRock tokenizes funds.
The vision was open networks.
What we’re getting are corporate chains.
This isn’t about banks vs crypto.
It’s about…
The most twisted #SaaS model?
It doesn’t profit when you succeed. It profits when you fail.
Most founders think SaaS means building productivity tools: pay monthly, cancel anytime. That’s the kindergarten version.
The advanced play is enforcement SaaS:
software built to…
Can You Build a Startup While Working a Full-Time Job?
YES.
Here’s the no-fluff version:
- Solve a problem you actually feel. No need to “validate” what’s obvious.
- 6–8am is gold. That’s when the work gets done.
- Cut scope ‘til it fits in a weekend. Then cut again.
- Ship…
The most dangerous #SaaS model isn’t built on usage.
It’s built on failure.
Most SaaS founders dream of happy users. Sign-ups, retention, NPS.
But there’s a darker side of SaaS: enforcement software.
It doesn’t profit when you succeed.
It profits when you screw up.
Take…
WordPress won’t die. Although...
AI is about to nuke its two core markets:
- SMBs will get instant AI sites bundled with hosting for <$20
- Writers moved to @SubstackInc / @Ghost where distribution is built-in
That means the “generic CMS for everyone” model is collapsing.
The…
Who says you need venture capital to build a billion dollar company?
Hyperliquid did it without raising a cent.
11 people. $1.127 billion in annual revenue. $102.4 million per team member.
More revenue per employee than Apple, Meta, or Tether.
They built a high-performance…
Most startup failures don’t come from bad ideas.
They come from bad co-founder relationships.
A platform quietly became the largest co-founder matching network in the world: 100,000+ matches so far.
Here’s the story 🧵
“The most powerful person in the world is the storyteller.” – Steve Jobs
“Homo sapiens rules the world because it is the only animal that can cooperate flexibly in large numbers… because it alone can believe in things like nations, gods, and human rights. These are stories” –…
Apple still thinks we want magic shows. Perfect lighting, $3,500 headsets, a big reveal once a year.
That worked when the iPhone was new. You could afford to wait 12 months for the future.
AI doesn’t work like that. It’s not theater, it’s a street fight. Models update weekly.…
Walk into a Rolex store with $15K and ask for a Daytona.
They’ll smile... but they won’t sell it.
Cash isn’t enough. First you buy the models nobody wants. Build “history.” Prove loyalty. Maybe then they’ll consider you for the waitlist.
And that waitlist? For most people it’s…
Big ideas don’t win.
Small ideas, executed relentlessly, do.
- Amazon started with books.
- Airbnb with air mattresses.
- Instagram with check-ins.
Nobody thought these were billion-dollar plays.
The lie is thinking you need the “next #AI/#crypto breakthrough” to win.
You…
Do you remember Netflix’s launch? Instagram’s? Google’s?
Neither do I.
@Airbnb launched 3 times before anyone noticed.
@instagram pivoted from a check-in app.
@Apple first iPhone was clunky.
The world’s best companies didn’t win on launch day. They won by iterating into…
Self-custody isn’t for everyone.
We love saying not your keys, not your coins. It sounds empowering. But here’s what often gets ignored: most people aren’t ready for it.
I’ve seen friends lose everything. A seed phrase saved in the wrong place. A browser extension hijacked. A…
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