Dylan Reider @dylan_reider

investor @crew_capital dylanreider.com New York, USA Joined December 2014

Tweets

226
Followers

383
Following

1K
Likes

1K

Dylan Reider @dylan_reider

3 days ago

“We’re going to have the S&P500 in the public markets and a similar index in the private markets” Apollo CEO Mark Rowan on future of public vs private markets - deep capital availability to fund the long-term - not just tech/AI, but also defense, industrial, manufacturing,…

0 0 0 185 0

Download Video

Dylan Reider @dylan_reider

3 days ago

Big win for GOOG and shareholders. Dancing shoes are on! The judge ruled on: 1) Data licensing. Google must license data including Search Index and User Interactions to competitors. Importantly does not include ads data 2) Non-exclusive distribution agreements. Judge banned…

1 0 1 118 0

Dylan Reider @dylan_reider

a week ago

Some big numbers from NVDA today on their 2Q26 earnings call - expect $3-4T in AI infra spend over the next 5 years - view the AI market as growing 50% Y/Y, expected to continue - sees AI-native startups able to 10x growth next year

0 0 4 253 1

Download Image

Dylan Reider @dylan_reider

a week ago

Netskope is going public while embarking on its second act as a company The cloud wave that drove 10yrs+ of growth has played out It's now a mkt leader focused on profitability, growth durability, and AI Same story as much of late-stage private SaaS infinite-runway.com/p/netskopes-s-…

0 0 5 298 0

Dylan Reider @dylan_reider

2 weeks ago

Someone needs to update this for the AI era

Boring_Business @BoringBiz_

2 weeks ago

Someone needs to update this for the AI era

149 2K 16K 746K 12K

Download Video

0 0 0 156 0

Dylan Reider @dylan_reider

2 weeks ago

There is truth here: non-consensus early-stage investing is dangerous, but so is consensus early-stage investing All early-stage investing carries risk of permanent capital loss Only thing that gets de-risked in a consensus early stage bet is the next round of capital which…

martin_casado @martin_casado

2 weeks ago

110 20 475 695K 235

1 0 1 372 0

Dylan Reider @dylan_reider

2 weeks ago

From Goldman Sachs. Takeaways from meetings with VCs last week Notable that first takeaway is closed models seeing diminishing improvements Last takeaway is enterprise AI deployments could accelerate meaningfully in ‘26 🤞🏻

1 0 4 218 2

Download Image

Dylan Reider @dylan_reider

2 weeks ago

The narrative that regulation is the cause of fewer IPOs today is wrong Regulations made going/being public harder originally But now the main reason is the depth of private capital markets that offer endless capital and regular employee liquidity

2 0 4 293 0

Dylan Reider @dylan_reider

2 weeks ago

Every podcast listener has a ‘drop everything’ spot in their podcast hierarchy The one that jumps to the front of the queue when a new episode drops @HarryStebbings weekly show with @jasonlk & @rodriscoll is that top spot for me these days 🔥🔥 open.spotify.com/episode/7eAOmL…

5 2 20 15K 5

Dylan Reider @dylan_reider

2 weeks ago

Databricks at $100B seems reasonable! Assuming 50% growth in '26 to $6B rev, implies ~17x CY26 multiple For software comps growing 20% in '25, the median trades at 11x Expensive names like CRWD (18x) and NET (26x) trade at a premium, and forget about PLTR... So 17x is still…

0 0 5 388 2

Download Image

Dylan Reider @dylan_reider

2 weeks ago

Databricks at $100B - incredible, but delays what would be a blockbuster IPO And at $4B in ARR, probably going to $6B next year, they’d probably get $150B+ in the public markets wsj.com/tech/ai/databr…