Chase @itsmechase
i tweet about tech, startups, & venture — on a journey to continually shape my view of the future Chicago, IL Joined April 2010-
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TikTok has 2 killer product features that have led to its growth. They have built the playbook for building strong network effects. Here they are 👇
This is probably the best advice for an aspiring founder. You don’t have to be an expert, just know enough to be dangerous. Set a vision, get people excited, hire people who know way more than you.
This is probably the best advice for an aspiring founder. You don’t have to be an expert, just know enough to be dangerous. Set a vision, get people excited, hire people who know way more than you.
Great advice here. Can be applied widely across business as well.
Great advice here. Can be applied widely across business as well.
Smaller models that run on device are an important next step in adoption of consumer AI devices. Currently, models must pull inference from the cloud which lowers latency, resulting in slower response time. In consumer tech, speed is key.
Business Intelligence has not historically provided much intelligence.
The next ~2 years will be about by enterprises getting their data in order. I really like @altcap’s perspective on what the ChatGPT moment did for enterprises. It forced them to get serious about the state of their data. The foundation for a successful future is good data.
The Midwest got absolutely crushed in pre-priced round funding (Apr ‘23 - Mar ‘24) Chicago at 2% is underwhelming For reference, TX is at 4.6% and FL at 4.2% Big opp to build the Chicago startup market Really like what @landon20s is doing at @drivecapital, need more of this
A very important clip for VCs on where exits are going to come from in the decade ahead.
A very important clip for VCs on where exits are going to come from in the decade ahead.
Within 48 hours, LlaMA 3 became the most popular model run on Groq, per @sundeep Why? It’s cheaper. 10x cheaper than GPT-4. Game changer for developers, and for keeping costs to innovate low 👏
Compute is the next evolution of cloud. Value for AI accrues to the data center, not the foundational model.
Incredible. Internet for everyone, anywhere. As Starlink gets cheaper, the entire world will be connected. A real niche would be funding startups in underdeveloped / developing countries that are building toward a future with reliable internet.
Incredible. Internet for everyone, anywhere. As Starlink gets cheaper, the entire world will be connected. A real niche would be funding startups in underdeveloped / developing countries that are building toward a future with reliable internet.
My very quick thoughts on Tesla… Tailwinds: - RoboTaxi - Optimus - Cheaper cars Headwinds: - Losing 1st mover advantage, decreasing sales - Energy constraints In summary, it’s not as “cool” to own a Tesla now. Decreasing costs make their cars more affordable, but is this a…
The best way to start a company is to just start doing the work.
The future of ride share is fully autonomous. Will be interesting to see if Tesla builds out an exclusive autonomous ride sharing product via RoboTaxi, or if they choose to integrate with Uber and expand their market size.
The future of ride share is fully autonomous. Will be interesting to see if Tesla builds out an exclusive autonomous ride sharing product via RoboTaxi, or if they choose to integrate with Uber and expand their market size.
A quasi-CEO made up by a committee. What could go wrong?
It is infinite the amount of things we do not know about the universe.
This year, the U.S. will account for 26.3% of global GDP, the most since 2006.
Small businesses in downtown Chicago are struggling to stay open. I see small businesses closing on an almost bi-weekly basis. The big one this week was the closure of all Foxtrot/Dom’s locations. The cracks are beginning to show for commercial real estate in major cities.
All great founders start with a definite view of the future and build towards that.
All great founders start with a definite view of the future and build towards that.
Based on what I’ve read, these are the core questions we should be asking: 1. Will foundational model training eventually hit a point of diminishing returns? (Does this happen with real data? Synthetic data?) 2. Will more compute be needed before that point is reached? 3. How…
Based on what I’ve read, these are the core questions we should be asking: 1. Will foundational model training eventually hit a point of diminishing returns? (Does this happen with real data? Synthetic data?) 2. Will more compute be needed before that point is reached? 3. How…
Moonbirds @moonbirds
207K Followers 2K Following Take flight with us into the Moonbirds Universe. | Discord: https://t.co/JkIayfvRYD | Built by: @proof_xyz
Lakoz (🍌 , 🧟.. @Lakoz_
29K Followers 13K Following Web3 Strategy & Marketer | Advisor | Investor | Gamer | @ClubhouseArcNFT | MBA License #00461 @cryptoundeads Team Farming @playsomo | $SOMO
Clouted @CloutedMind
20K Followers 3K Following i simply tweet my random thoughts. inventing @oncredxyz. fighting for defi. $eth.🦇🔊🐸.
ɱɑყɑɱɑεʂƚɾ @0xMayaMaster
13K Followers 2K Following not Web3 and AI enthusiast 💻 // (☞ﾟ∀ﾟ)☞ 🧘♂️ // 🔄 e/acc // @getgrass_io Referral Link 👇
Node @DepecheNode_
18K Followers 2K Following Investor/Advisor/Degen | Node Mode Podcast - Digital Art & NFTs - https://t.co/g04fSk25cI
austin @austin_hurwitz
13K Followers 2K Following Building the world’s leading immersive storytelling company | Strategy, Business Development, & Operations @doodles
BANDIT @doodle2691
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theMIKEelf @theMikeElf
5K Followers 4K Following Your Favorite Artificially Intelligence’d Artist | https://t.co/Roxp9kKNQr
Ricefarmer 🍚 @RiceFarmerNFT
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Incog | Doodlien @GuyIncognitoILV
12K Followers 6K Following Into @doodles (#1803) @illuviumio @ethlizards || I run @theswolien || Discord: doodlien (824938300431007784) || My 'art' is just edited official Doodles stuff
gGFunk @Gfunkera86
67K Followers 5K Following Wearer of many hats. "How hard can it be?" CEO @pixelvault_, @punkscomic, @metahero_pv, @playbattleplan, @wolfdotgame Buildoooor on @rebootgg_
Jon Ander Beracoechea @jonberako
98 Followers 256 Following Helping humans make sense of AI. Avid board gamer and lazy runner & cook. Dad of 2 girls. Chief Scientist @BBVA. Half baked opinions are my own
Subo @sigssubo
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Kelvincheung @longviewtw
135 Followers 1K Following
John Busch @JohnBuschVI
904 Followers 3K Following Founder @IliadBooks, reader, definite optimist | Prev: @beondeck, @buildoutinc, @mhubchicago
Kurt Akers @kakers1789
282 Followers 1K Following Startups| Investing | Boating & Oceans | Ice Hockey
Martin Hamedani @Neema5
940 Followers 3K Following VP of Partnerships @ @thebluedot_co. Building a Chicago tech community @InsideLoop_Pod
Norppa @NorppaEluxgC
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Gok4n.og (btc own🍕.. @Hax0ps_NFT
532 Followers 5K Following BuildingWeb3𓄿AzukiRengaMfers💎 #4150xNFT #Hunter #NFA #DYOR Turkish mod🇹🇷 #inj #sol rune #tia #trb #near #egld #ftt waves apt dydx mina link ordi #sui #api3
SibylPolly @08jxJkhir84q3R
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Sheel Mohnot @pitdesi
118K Followers 3K Following Posting stuff I find interesting. Work: @btv_vc, leading pre/seed rounds of fintech cos. apply to our accelerator https://t.co/LSnRc5xYjD! Always up for adventure.
chicagosolarpunk @chisolarpunk
58 Followers 222 Following
Austin Sine @austinpatsine
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Alex Segura @asegura1221
650 Followers 4K Following CEO & Co-Founder of Showdrop -- supercharging product sampling for CPG brands
jameshe.eth🦇🔊 @jameshe_eth
664 Followers 736 Following Ethereum Core Dev @offchainlabs 🏗️ @prylabs . pre-{ @jpmorgan, @0xETHChicago } **opinions are my own**
NBOA Chicago @NBOACHICAGO1
983 Followers 5K Following NBOA is a voice for Chicago’s neighborhood housing provider and developer, a constituency underrepresented in Chicago and Cook County.
potato_salad.cpp @potato_y_salad
425 Followers 3K Following anon-founder/research scientist - the only politics that remotely matter are accs vs. decels. grappling enthusiast. https://t.co/MIJmpB9iRW
Geri Cupi @gericupi
615 Followers 2K Following Forbes 30 under 30 💚 CEO x Co-Founder @twigcard Powered by Tech & Driven by Social Impacthttp://twigcard.comr
KeyWorlds_xyz @KeyWorldsX
58 Followers 367 Following Steve Thommes. Ex Google, Adobe, DoubleClick. Now, spatial comp adtech startup. UCLA Econ Systems Science/Cybernetics. [email protected]. 949.415.4015
𝐆𝐞𝐧𝐞𝐟�.. @Genefty
208 Followers 286 Following 💻 𝙐𝙣𝙡𝙚𝙖𝙨𝙝 𝙩𝙝𝙚 P𝙤𝙬𝙚𝙧 𝙤𝙛 Y𝙤𝙪𝙧 𝘾𝙤𝙢𝙢𝙪𝙣𝙞𝙩𝙮 📧 𝙘𝙤𝙣𝙩𝙖𝙘𝙩@𝙜𝙚𝙣𝙚𝙛𝙩𝙮.𝙘𝙤𝙢
Mo Mahmood 🗽 @momahmood_
10K Followers 4K Following founder @MoreMonuments. accelerating @WorldsFairCo, @LaunchpadBuild. kickstarting the American Renaissance.
Bharat Gera @bharat_gera
536 Followers 4K Following A dreamer in the true sense! UC Berkeley Haas School of Business.
Liz Wilkinson @lizwilkinson_pr
37 Followers 418 Following Strategic, creative freelance PR & communications specialist. Helping audio, consumer tech & lifestyle brands amplify their stories 🔊 Co- Founder @brandlifi
Wade Fletcher 🛸 @wadefletch
531 Followers 669 Following on research sabbatical | Applied AI, Infra, Vim, F1 | prev @AtentoCapital, @AtmosESG
Chetan Shah @crshah65
2 Followers 43 Following
kitana @kitanaafrika
4 Followers 67 Following AI AUTOMATIONS AGENCY Building Tanzania's 1st AI digital being Sabi follow her journey on instagram https://t.co/v8CDEW3jY7 Follow the SHaiRI here
SM @Smukh427
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68EY5Z5A @68Ey5
120 Followers 2K Following
Ganesh A Khemka @GaneshKhemka
166 Followers 2K Following A man of (big) law? - HLS '22; NLSIU '19 | No contempt intended of any person or authority.
Reagan @ts4a8see44apqm
1 Followers 95 Following "Exclusive crypto community for US & Canada! Analyze trends, share insights, and profit together. Limited spots! Click to join now!" https://t.co/fxgBTfcZZJ
Nearoath @Nearoath195909
149 Followers 5K Following
chessboard @smrt_cntrct
133 Followers 731 Following working on https://t.co/aKevWCq35v concept stage //prev analytics, ppc, R, random projects
Ayoub ♛ @0xAyoub
3K Followers 2K Following Just building with my humble skillset for a better future.
Ashutosh @aanshu_opinions
42 Followers 2K Following Software Engineer || Tech/Quizzing/Trivia/Cricket/Finance/Startups and a lot other things.
Eva @AuroraWill85394
13 Followers 583 Following Since life is as fleeting as a startled swan, then live it brightly like summer flowers.
Appomate @appomate
53 Followers 101 Following Creating solutions to help unlock the power of AI for small and medium sized businesses
Eddie Miller @EddieMillerNYC
473 Followers 3K Following https://t.co/CS2BHpuw42, https://t.co/wF08YzmQLw for my Domain Name portfolio, https://t.co/8FPZboHDfd, Ultimate Buyer’s Agent & Adventurer
AJ Chadha @AJChadha
10K Followers 4K Following https://t.co/UQulaGEhGU Strategy for Startups | @IndieRaising Connecting indie makers and investors | Marketing consultant with 13+ yrs B2B/B2C SaaS experience
Kevin Rose @kevinrose
1.6M Followers 85 Following Podcast link below: The Kevin Rose Show Partner @trueventures | Ex: @digg, @google, @zerolongevity, @hodinkee, @proof_xyz Taking some time off X 🙏
Moonbirds @moonbirds
207K Followers 2K Following Take flight with us into the Moonbirds Universe. | Discord: https://t.co/JkIayfvRYD | Built by: @proof_xyz
burnt toast @burnttoast
70K Followers 1K Following artist/co-founder @doodles | director @_goldenwolf_
Lakoz (🍌 , 🧟.. @Lakoz_
29K Followers 13K Following Web3 Strategy & Marketer | Advisor | Investor | Gamer | @ClubhouseArcNFT | MBA License #00461 @cryptoundeads Team Farming @playsomo | $SOMO
Erick / Snowfro / �.. @ArtOnBlockchain
110K Followers 3K Following Founder of @artblocks_io. Creator of the Squiggle. Art + Blockchains keep me busy. Shoutout to @larvalabs for lighting the fuse.
PROOF @proof_xyz
107K Followers 756 Following Art is PROOF of our collective humanity. 🥃 PROOF Collective |🏆 @grails | 💬 https://t.co/GUxJWXo8WU
Clouted @CloutedMind
20K Followers 3K Following i simply tweet my random thoughts. inventing @oncredxyz. fighting for defi. $eth.🦇🔊🐸.
Node @DepecheNode_
18K Followers 2K Following Investor/Advisor/Degen | Node Mode Podcast - Digital Art & NFTs - https://t.co/g04fSk25cI
austin @austin_hurwitz
13K Followers 2K Following Building the world’s leading immersive storytelling company | Strategy, Business Development, & Operations @doodles
BANDIT @doodle2691
14K Followers 3K Following Artist+Creative Director | House of Bandits+Alphabandits | BENDERS by BANDIT | Graff+Street Art 🖤🏴
Ricefarmer 🍚 @RiceFarmerNFT
26K Followers 10K Following Programmer | Founder @OhayoLabs | Dev @chimkensnft, https://t.co/kdXRMLgG9a, https://t.co/kgrc1ZAASj
Incog | Doodlien @GuyIncognitoILV
12K Followers 6K Following Into @doodles (#1803) @illuviumio @ethlizards || I run @theswolien || Discord: doodlien (824938300431007784) || My 'art' is just edited official Doodles stuff
Ashwinn @Shwinnabego
10K Followers 777 Following Branding and marketing insights from working with consumer brands running: https://t.co/zYJAxUwJz5 and building my own https://t.co/LHPipSC5Yq
Martin Tobias (Pre-Se.. @MartinGTobias
28K Followers 1K Following Entrepreneur, Investor, Father to 3 daughters, cyclist, surfer, poker player, and life hacker. Pre-seed up to $500K. pitch me: https://t.co/pat53we2xs
Ethan Kurzweil @ethankurz
22K Followers 387 Following Partner @BessemerVP. Investor @PagerDuty @Twilio @SendGrid @Intercom @LaunchDarkly @Twitch @TSM.
Dan Primack @danprimack
150K Followers 5K Following Biz ed @Axios. Pro Rata newsletter. Native Masshole. [email protected]. DM for Signal/Telegram. Or send tips anonymously via https://t.co/di6m7R3C3U.
ɹǝʞɹɐd ʍǝɹpu�.. @andrewparker
16K Followers 2K Following 'Seeing ourselves clearly is the project of a lifetime.' -The Nix 🌳 Investing in the things that make life worth living @SperoVentures 🌳 andrewparker.eth
Alexandr Wang @alexandr_wang
143K Followers 703 Following ceo at @scale_ai. rational in the fullness of time
Scale AI @scale_AI
43K Followers 489 Following Our mission is to accelerate the development of AI. We believe that to make the best models, you need the best data.
Mark Suster @msuster
333K Followers 2K Following 2x entrepreneur. Sold both companies (last to @salesforce). Now @UpfrontVC looking to invest in passionate entrepreneurs.
Hugo Danet | 🇫🇷.. @hugodanet
342 Followers 587 Following Iterate to obliterate | better move upmarket | french mafia
Takuya 🐾 devaslife @inkdrop_app
27K Followers 137 Following Maker of https://t.co/xcprYEEMJQ. 🎬190k subs https://t.co/4hr3wT4C2g My journey 👉https://t.co/JbdJ58XbTN 🇯🇵@craftzdog Dad👨👩👧 UTC+9
Val Sopi 👋 @valsopi
4K Followers 988 Following 💸 bootstrapper 🏆 building https://t.co/HN9TcyVxFJ 🎙 podcasting @bootsaas 👋 exited one saas: claritask 👾 bullish on AI + AGI 🥳 here to make friends
Daniel Nguyen @daniel_nguyenx
39K Followers 1K Following Smol biz owner. ⚡ https://t.co/jragKbgrY9: AI assistants for developers & digital agencies 📄 https://t.co/147GGPZQw6 $2K/mo 📕 https://t.co/2HIOLhOvCy $1.2K/mo 📸 https://t.co/4eFSdc3Mi6 (free)
Mo Rajabi @morajabi
4K Followers 41 Following building the best messaging app for teams ceo @NoorChat • prev made @ThereHQ • design, engineering • @pioneerdotapp
Anthony Riera @_anthonyriera
2K Followers 470 Following Solopreneur and youtuber building in public https://t.co/H8B3yEoGBf (Create and manage subscription based services) Checkout my youtube videos 🫶
Fern Gouveia @fern_gouveia
2K Followers 809 Following solo crypto vc @compavc | prev co-host silicon valley crypto meetup 2013, founder/ceo @clevercredit, product and bd at @xapo and @plugandplaytc 🇧🇷
Hugo Amsellem @HugoAmsellem
18K Followers 990 Following GP at @IntuitionVC. Consumer + Culture + Capital. previously @Jellysmack, @_TheFamily.
Chris Hutchins @hutchins
14K Followers 543 Following Life Hacker, Points Optimizer and Host of All the Hacks (1m+ listeners). Previously founder @ Grove (acq by Wealthfront) & Milk (acq by Google) and VC @ GV.
Palmer Luckey @PalmerLuckey
219K Followers 2K Following I am a technology enthusiast, writer, and modder. Founder of ModRetro, @Oculus VR, and @Anduriltech. Keeping American superheroes safe with autonomous systems.
uizard ✨ @uizard
19K Followers 0 Following Visualize product ideas fast and easy with AI ✨ Create, validate, and communicate design concepts in minutes, not days. Empower your product team with #Uizard
Mo Mahmood 🗽 @momahmood_
10K Followers 4K Following founder @MoreMonuments. accelerating @WorldsFairCo, @LaunchpadBuild. kickstarting the American Renaissance.
Shaun Maguire @shaunmmaguire
74K Followers 1K Following Partner @sequoia // @caltech physics PhD // quantum space crypto security (it's a niche but high impact field)
Ryan Foutty @ryanfoutty
796 Followers 232 Following Business @perplexity_ai. Alum @opensea, @uber, @limebike. Cleveland sports fan. Amateur pizzaiolo and pickleball player.
Jawwwn @jawwwn_
2K Followers 1K Following Tweeting into the void •••••••••••••••••••••••••••••••••••••••• 🔮⚡️🚀🔋#BTC •••••••••••••••••••••••••••••••••••••••••••🚘 Tesla Referral ⬇️
Matt Turck @mattturck
96K Followers 2K Following VC at @FirstMarkCap. Links to my blog, podcast and events: https://t.co/HAX12dVijm
Contrary Research @Contrary_Res
13K Followers 103 Following The best starting point for understanding private tech companies. Powered by @contrary. Subscribe to our newsletter below:
Muddy @feelmuddy
1K Followers 2 Following A new way to use apps with AI and friends. Sign up: https://t.co/hWKKnD3tfN
Yoram Wijngaarde @yoramdw
4K Followers 3K Following Founder and CEO @dealroomco, the intelligence layer for startup ecosystems
Max Sapozhnikov @iamdelamax
333 Followers 361 Following Sr PM at Google (Head of Growth for Cloud TPU). Angel investor. Stanford MBA/MS grad. Georgia Tech OMSCS. All opinions are mine.
Jason Carman @jasonjoyride
21K Followers 2K Following Launching satellites @astranis & weekly startup documentaries via S³
Eric Glyman @eglyman
12K Followers 2K Following Co-Founder at Ramp (@tryramp). Previously co-founded Paribus (YC S15, Acq. by Capital One). New York City.
Toran Bruce Richards @SigGravitas
53K Followers 322 Following Inventor of Auto-GPT 🤖 Currently working on developing #AGI with AutoGPT: https://t.co/IpFu1W1Bmp
Andrew Ng @AndrewYNg
1.0M Followers 913 Following Co-Founder of Coursera; Stanford CS adjunct faculty. Former head of Baidu AI Group/Google Brain. #ai #machinelearning, #deeplearning #MOOCs
Eren Bali @erenbali
55K Followers 2K Following Human founder of @carbonhealth and @udemy (NASDAQ $UDMY)
David Lieb @dflieb
28K Followers 1K Following Group Partner @ycombinator. Cofounder @GooglePhotos, @bumptech
Div Garg @DivGarg9
17K Followers 99 Following Working on breaking things @MultiON_AI | RL + AI researcher | Adjunct Lecturer @Stanford CS | worked @nvidia Research, @apple SPG, @GoogleAI, @UberATG
Todd Jackson @tjack
14K Followers 1K Following Partner @firstround. Former VP Product @Dropbox, Product Director @twitter, co-founder @coverscreen, PM @google, @facebook. Amateur golfer and dad.
Peter Walker @PeterJ_Walker
9K Followers 375 Following Head of Insights @Cartainc | prev: @COVID19Tracking, @PublicRelay, @CovidWh Using data visualization to illuminate our world
David Kossnick 🇮�.. @DKossnick
837 Followers 2K Following Product leader and entrepreneur. Building @figma AI. @greylockVC scout. Father, husband, brother, son, cat lover. Opinions are my own.
Aman Sanger @amanrsanger
15K Followers 656 Following building @cursor_ai at @anysphere https://t.co/EdcQJ2dv0J | https://t.co/vJ5zNuT6WO
Sualeh @sualehasif996
2K Followers 1K Following @MIT'22. Building https://t.co/LGSckX94o4 at @anysphere
Siqi Chen @blader
66K Followers 3K Following 🏗️ Love to build stuff (@runwayco, @sandboxvr, @postmates, @zynga) people love. 💸 Investor @amplitude_hq, @mercury, @owner, @elevenlabsio, @slope_finance ++
Superhuman @Superhuman
49K Followers 2K Following The fastest email experience ever made • Sign up @ https://t.co/jEENAN4psi • Join @ https://t.co/8uDfGBQHsm • Love @ https://t.co/FM6QKiRQUS
Jesse Pujji @jspujji
175K Followers 8K Following Tweets about building ambitious bootstrapped companies. Exited @ampush. Now building a $1B+ bootstrapped venture studio @GatewayX
Great data from Carta: State of Pre-Seed: Q1 2024 carta.com/blog/state-of-…
LLMs cannot “recursively self improve” This falls out from the conceptual matrix described in section 2.1 of our paper below. Any LLM can only approximate this matrix, so it has rows missing. For “improvement” it needs to fill out missing rows (1/n) arxiv.org/abs/2402.03175
Inexpensive token generation and agentic workflows for large language models (LLMs) open up intriguing new possibilities for training LLMs on synthetic data. Pretraining an LLM on its own directly generated responses to prompts doesn't help. But if an agentic workflow implemented…
In the beginning, start out small— find the one narrow thing that you can do well, and carve out something that's great.
The Humane pin skewered, the Rabbit R1 lampooned—AI hardware seems to be struggling. Yet, the industry isn't dead. Altman and Ive are raising $1B, and I've met founders who've secured millions. What's really happening? Who will win? My latest: every.to/napkin-math/th…
This is a very scary graph but it didn't surprise me. Darwin returned from vacation 2 years ago and many startups haven't made enough progress to make him happy. And many of these companies are being propped up by wishful insiders and won't make it when all is said and done.
The single best fundraisers are like comedians. They test a message. Measure the response from the audience and iterate. See what works, keep that. See what does not, discard that. Constantly measure, iterate and improve. It is a game of A/B testing.
The next big breakthrough in AI is AI Agents. This is when AI goes from being used as an assistant to chat with, to using AI to accomplish complete tasks that a human might otherwise have to perform. This moves AI from being a "read-only" operation to fundamentally a "read/write"…
6. Why Now is the Best Time to Be Investing in Space The cost of launching rockets in space has fallen by 90%. There are more than 100 spin outs from SpaceX & over $10BN raised. A majority of them are based in LA.
@itsmechase @drivecapital @cartainc @PeterJ_Walker x.com/landon20s/stat…
Startups between the coasts raise less and have smaller founding teams compared to cos in CA / NYC / Boston However, the likelihood of success between the two groups (coastal and non-coastal) is very similar. TLDR investments between the coasts provide better cash-on-cash…
@itsmechase @landon20s @drivecapital @cartainc FWIW big fan of Landon as well
As discussed on @BG2Pod, VC investors would be thrilled to have all CEOs sign up for Elon/Tesla-like compensation packages that deeply align CEO interest with shareholder interest. We are now starting to see more of these packages in the wild (@rubrikInc). Great progress! #PPS
Cloud Giants Update: AWS (Amazon): $100B run rate growing 17% YoY (last Q grew 13%) Azure (Microsoft): ~$76B run rate (estimate) growing 31% YoY (last Q grew 28%) Google Cloud (includes GSuite): $38B run rate growing 28% YoY (last Q grew 26%, neither are cc)
AWS report is out - seeing some reversal in incremental share gained from Azure to AWS (45% incremental share -> 41% / 30% -> 34%) Recall - AWS is the bell weather for many SW stocks. Many of them will be up tomorrow! $MSFT $AMZN
It’s amazing how fast beehiiv has gone from and idea to a massive success. Congrats @denk_tweets and the entire team.
👋 Personal update, I'm launching @intuitionvc I fall in love with people and ideas. I fell in love with the creator economy and, lately, the loneliness epidemic. But most of all, I fell in love with the extraordinary people bringing these ideas to life: Founders. To be exact,…
Anduril cofounder @traestephens on Bloomberg talking about @foundersfund, @anduriltech, and $PLTR: “Before I joined Founders Fund 10 years ago, I was doing sales at @PalantirTech… every single iteration of our sales strategy was not working, going too slow, running into…
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