tony @_tonyfrancis
nyc/sf Joined June 2011-
Tweets378
-
Followers550
-
Following853
-
Likes7K
VCs love negative growth margins as it makes founders dependent on their cash, at whatever terms they dictate
0
0
2
99
0
Negative margins works until you have a competitor with a great product + a profitable business model. Positive margins means growth funds more growth. And you can outspend your competitors on CAC. Same reason why CARR is really MRR not ARR, and ARR is more valuable than MRR
Negative margins works until you have a competitor with a great product + a profitable business model. Positive margins means growth funds more growth. And you can outspend your competitors on CAC. Same reason why CARR is really MRR not ARR, and ARR is more valuable than MRR
YOU season 6
As long as you keep making things that people want, moats can be built over time Just a year ago, people were calling openai a commodity layer that would be driven to zero
As long as you keep making things that people want, moats can be built over time Just a year ago, people were calling openai a commodity layer that would be driven to zero
unexpectedly good: asking o3-mini in cursor to generate a job description based on the codebase
Teaching llms game theory, nice
Relevant to the ongoing debate about DeepSeek using 50k H100s versus just 2048
Relevant to the ongoing debate about DeepSeek using 50k H100s versus just 2048
Wrote this for my team a while back tonyf.co/p/how-to-becom…
Animation and real-time previews are now in beta on Dream3D
erik.eth 🛡 @programmer
4K Followers 2K Following Time to build. Head of Eng @coinbasedev prev head of eng @ourzora Creator of https://t.co/IPSb3wfr2S
Shriya Nevatia @shriyanevatia
24K Followers 24K Following community / startups / creativity · prev. cos #fortlight 📓 · @thecouncilcap 😇 · @beondeck catalyst 🔥 · founder @violet_society 💜 · earnest optimist 🌱
Santi Ruiz @rSanti97
14K Followers 5K Following He was so joly of his joyfnes | Editing @ifp | Writing Statecraft | ☧
𓁹‿𓁹 @kitvolta
7K Followers 999 Following Creative Technologist + Multimedia Artist | product things @ozutechnology past @magicleap | member @joininteract @shefiorg | 𓁹‿𓁹
Orfrihig @Orfrihig77746
13 Followers 1K Following
Brendan Mulligan @BrainEngineer
2K Followers 3K Following Is: Creating joyfully @ https://t.co/dAKheCuWVC Was: Monetization Design & Strategic Partnerships and M&A @ Riot Games
Isabella @ZX7Z5O30VnTuE
18 Followers 1K Following
Jesse Hoogland @jesse_hoogland
1K Followers 2K Following Researcher and decel working on developmental interpretability. Executive Director @ Timaeus
Paige @W4QqteqQzXQ1C
14 Followers 1K Following
Abelardo Wehner @AbelardoWe11310
116 Followers 3K Following
IPO_FirstDay🇺🇸 @Aupawoup5642
40 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
🧨🧨 @Beruive9673
19 Followers 904 Following Don’t be the girl who needs a man, be the girl a man needs.
Amanda @aass24gjj
112 Followers 2K Following Adventures. Patriot and Proud. God-fearing with a high EQ.
PoppyHarold @lfe8rv7L1689BC
36 Followers 1K Following Living for good music, great company, and endless coffee.
Teresa @0FPtM8Tprc73woQ
17 Followers 868 Following
Thalia @Swl73b9b6nN8EWo
15 Followers 859 Following
BrötchenUndButter @k626tNcBZ9PrsDq
6 Followers 338 Following
Elsie @PurIbP3DSQoO1p
25 Followers 1K Following
Plirljar @Plirljar182
30 Followers 1K Following
Iekeeva @Iekeeva7035
22 Followers 1K Following
PhoenixLilyLee @Overojos42723
8 Followers 930 Following Living life on my own terms Living for the moments that matter
Ifefa @Ifefa483385
43 Followers 2K Following
Jawjuv @Jawjuv298763
31 Followers 1K Following
Aiyana Barrows @aiyana81883
107 Followers 4K Following
Jiqiek @Jiqiek92826
36 Followers 955 Following
Kenneth Klein @KennethKle99628
18 Followers 2K Following
Hajup @Hajup387993
23 Followers 976 Following
𝕝𝕖𝕠𝕟 @typesuser
254 Followers 4K Following transformers for neuroscience @netholabs // making ml deployments atomic @diagonalsh
Bhavarth @Bhavarth_7
22 Followers 797 Following Machine Learning Engineer | AI Coder @ Scale AI | Data Science Intern @ Stealth Startup | Building with Diffusion Models, Generative AI & Image Synthesis
Omar Dadabhoy @DadabhoyOmar
268 Followers 428 Following The GTM Prince | The Lizzler co-founder @potarix_com - Find your leads | YC alum | Prev @arcimus_com (YC S23)
Formation @formation_3d
66 Followers 156 Following AI Infrastructure on Steroids – Developed by a Google Veteran
Alex Masmej @AlexMasmej
42K Followers 7K Following Building a crypto app. Previously created $ALEX, the first creator coin.
Cithian Annabel’s @cithian_s
3 Followers 86 Following
Abraham Mathews @_AbrahamMathews
44 Followers 287 Following Christian. Learning about AI. Blogs: 1. Lighted Lantern (Personal) - https://t.co/Hd3LNvNLwB 2. Fast & Feuron (AI) - https://t.co/1Jw3v45e7d
Zita Authority @authority1343
95 Followers 671 Following
ONLYTRADES @0nlyTrad3s
509 Followers 8K Following
Thay @Thay_yom
567 Followers 7K Following Proud active duty Army Medic 🇺🇸👩🏼⚕️ God first 🙏🏻✨ Texas 💙🤍❤️
huzaifa @infrapapi
55 Followers 373 Following independent malingerer. prev @citadel @twosigma @uwaterloo
noy @noywrites
899 Followers 2K Following
Phorffoughn @PhorffoughnIoS
57 Followers 5K Following
TESLA CARS ONLY.⚡(p... @__teslacarsonly
83 Followers 1K Following Photos and videos for Tesla cars. DM for credit and taking content down. Disclosure: Not affiliated with @Tesla .
Theo Bermudez @theo_bermudez
541 Followers 6K Following Product & AI builder • CSPO • USC Business+AI. Shipping small LLM tools (OpenAI/Streamlit/RAG). Portfolio ↓
VernaLee @ObV87g4Oz65LD
74 Followers 7K Following
Sitearddo @SitearddoaQbjs
32 Followers 4K Following
Flourishing @fujisakika19952
69 Followers 7K Following
Nikita Bier @nikitabier
583K Followers 2K Following head of product @x, advisor @solana, venture partner @lightspeedvp, ex-founder @gasappteam (acq by discord), ex-founder @thetbhapp (acq by facebook)
Paul Graham @paulg
2.1M Followers 774 Following
Marc Andreessen 🇺�... @pmarca
1.9M Followers 27K Following Yes, I can see some risk that your threat to jail Internet company executives for not censorsing aggressively enough could backfire.
Dalton Caldwell @daltonc
66K Followers 888 Following Founder and Partner @Standard_Cap, Partner Emeritus @ycombinator
George Hotz 🌑 @realGeorgeHotz
300K Followers 204 Following President @comma_ai. Founder @__tinygrad__
Alexandr Wang @alexandr_wang
327K Followers 833 Following chief ai officer @meta, founder @scale_ai. rational in the fullness of time
Suhail @Suhail
386K Followers 510 Following Founder: @mixpanel, next: 🤖🦾🦿 Pizzatarian, programmer, music maker
em herrera 🌃 @emilyhxrrera
35K Followers 5K Following I run https://t.co/hT5UCqsEgX | Exec Director @ https://t.co/rURzTAu7IB | Advisor, Creators @stanford | prev @slow @nightmedia_ | Creators & Capital
Justin Uberti @juberti
14K Followers 118 Following Head of Realtime AI @OpenAI. Created WebRTC. Past: CTO @ultravox_dot_ai, Distinguished Engineer @google (Stadia, Meet/Duo), AIM. Amateur mathematician/musician.
erik.eth 🛡 @programmer
4K Followers 2K Following Time to build. Head of Eng @coinbasedev prev head of eng @ourzora Creator of https://t.co/IPSb3wfr2S
Ryan Hoover @rrhoover
303K Followers 2K Following Founder of @ProductHunt. Investor at @WeekendFund. Say hi! 👋🏼
Gabriel @gbrl_dick
39K Followers 2K Following cottagecore tech-adjacent young robert moses | https://t.co/9R961uPVTV
Shriya Nevatia @shriyanevatia
24K Followers 24K Following community / startups / creativity · prev. cos #fortlight 📓 · @thecouncilcap 😇 · @beondeck catalyst 🔥 · founder @violet_society 💜 · earnest optimist 🌱
Aaron Harris @harris
26K Followers 89 Following I'm Hiring: https://t.co/7ZC8CmDZJf Aaron Harris is a Registered Rep...
Santi Ruiz @rSanti97
14K Followers 5K Following He was so joly of his joyfnes | Editing @ifp | Writing Statecraft | ☧
Brett @BrettFromDJ
141K Followers 241 Following Running a $1M one-man design studio. 🙂 https://t.co/Bd698tQuPG: $80K MRR ✍️ https://t.co/qtdiuMzBWh: $12K MRR 🧢 Building: https://t.co/hh9NaFa07w
Jesse Hoogland @jesse_hoogland
1K Followers 2K Following Researcher and decel working on developmental interpretability. Executive Director @ Timaeus
Brendan Mulligan @BrainEngineer
2K Followers 3K Following Is: Creating joyfully @ https://t.co/dAKheCuWVC Was: Monetization Design & Strategic Partnerships and M&A @ Riot Games
Gizem Akdag @gizakdag
62K Followers 1K Following Creative Director, AI Explorer || Creative Ambassador @perplexity_ai || For inquiries: [email protected]
sarv @SarvasvKulpati
10K Followers 2K Following Making computers fun again https://t.co/cUc86o7fBr CS+Cogsci @UCBerkeley YT: https://t.co/OR3L2OZJ8A
Aryan V S @aryanvs_
1K Followers 1K Following
Mark Vassilevskiy @MarkKnd
24K Followers 1K Following 19 / Premium design partner for silicon valley startups / clients: @boltdotnew @clickup @whopio
Stephanie Palazzolo @steph_palazzolo
15K Followers 4K Following Writing AI Agenda @theinformation, texan, & horror movie aficionado // reach me at [email protected] or on Signal at 979-599-8091
Graham Weaver @GrahamCWeaver
3K Followers 42 Following Founder & Managing Partner of https://t.co/H4g2NQobLq - - - I write stories, frameworks, and exercises to help me make sense of the world.
CW&T @cwandt
2K Followers 337 Following The art and design practice of Che-Wei and Taylor. 2022 Cooper Hewitt National Design Award recipients in Product Design.
Poolsuite @Poolsuite
28K Followers 1K Following Internet Leisure Corporation ☼ Newsletter: https://t.co/D9AGyI1Ndr
Gnocchi HQ @gnocchibb
9K Followers 336 Following
Charlie Marsh @charliermarsh
28K Followers 830 Following Building @astral_sh: Ruff, uv, and other high-performance Python tools. Prev: Staff engineer @SpringDiscovery, @KhanAcademy, BSE @PrincetonCS.
Alana @bottomofmybag
4K Followers 266 Following 📸👙🪱🌅🪺🍦🤸♀️🪲 🐚⛱️🧘♀️ 🚪🩲🦩🛤️🪟🪽 When a bug flies by my head I hear the highway
Emmanuelle Zaoui @emmzaoui
1K Followers 482 Following Currently @gravitonbio & 😇 @a16z | Prev @Columbia_Biz @Penn
ellis 🍔 @hamburger
22K Followers 3K Following helping founders find their truth & share it with the 🌍 • past: @browsercompany @snapchat @verge @umich
Mariam @uxmariam
662 Followers 177 Following Design partner for purposeful founders and ambitious teams.
Zed @zeddotdev
56K Followers 46 Following A next-generation code editor that enables high-performance collaboration with AI and your team. https://t.co/4Ua0UqLrsv
Neural Viz @NeuralViz
11K Followers 130 Following Maker of stupid stuff. Business Inquiries: David Stone - [email protected] Joel Begleiter - [email protected]
Kyle🤖🚀🦭 @KyleMorgenstein
16K Followers 5K Following Full of childlike wonder. Teaching robots manners. UT Austin PhD candidate. 🆕 RL Intern @ Apptronik. Past: Boston Dynamics AI Institute, NASA JPL, MIT ‘20.
Seunghyun Seo @SeunghyunSEO7
2K Followers 799 Following deep learning enjoyer. from speech to llm, now exploring image space.
☄︎ @0xca0a
54K Followers 945 Following
Drice @driceroland
49K Followers 260 Following Founder & Brand Designer — https://t.co/J9fpB4RfI0 & https://t.co/BWy3eQCHTV
zoë @zoeloveshouses
46K Followers 361 Following
Joshua Guo @jshguo
23K Followers 661 Following Minimalism | DataViz | GLSL | Building https://t.co/eqhxSXCZJE | 3D @jshguo3d | Dev Partner for https://t.co/yz3lpaTW87
H @hcompany_ai
19K Followers 61 Following Forging Superintelligence. Putting AI to work for you, with #RunnerH sparking the agentic AI revolution.
Thomas Wolf @Thom_Wolf
94K Followers 6K Following Co-founder at @HuggingFace - open-source and open-science
mrdoob @mrdoob
82K Followers 763 Following Award losing non creative junior developer. May or may not have something to do with @threejs.
Maya Chungbin @salty_still
3K Followers 2K Following Freelance Illustrator, Visual ID Designer... Professional rock collector. [email protected] ☎️ https://t.co/Y31AmSERLwTrends for United States
160 B posts
3.856 posts
48,1 B posts
21,8 B posts
3.990 posts
5.094 posts
8.595 posts
33,6 B posts
125 B posts
31,4 B posts
12,1 B posts
15,5 B posts
19,3 B posts
12,8 B posts
29,1 B posts
92,4 B posts
You might like
Vidit Aatrey
@viditaatrey
79K Followers
Vlad
@vladquant
5K Followers
Sara Du
@saraduit
41K Followers
Eder Teixeira 🍭
@EderTeixeira333
21K Followers
Lonis
@_Lonis_
8K Followers
aki 🦧
@heyitaki
962 Followers
Mati Staniszewski
@matistanis
10K Followers
Alex Bouaziz
@Bouazizalex
18K Followers
Chris Best
@cjgbest
18K Followers
Peter Reinhardt
@reinpk
21K Followers
Prasanna S
@myprasanna
40K Followers
Todd Jackson
@tjack
16K Followers
oparrott.eth 🍊
@OrionParrott
2K Followers
Jyoti Bansal
@jyotibansalsf
44K Followers
Rob Wiblin
@robertwiblin
44K Followers