1/ @serenawilliams is our newest ambassador at @ro. She’s sharing her weight loss story to inspire others. She has more willpower than most people on the planet and is the perfect example that weight is not just a matter of “diet and exercise”.
That so many VC types think the CVF is RBF shows they don’t read (CVF product details are public) and have no idea what financial statements are or how they work; RBF is the worst possible capital product for a company and CVF is one of the greatest innovations in tech finance
That so many VC types think the CVF is RBF shows they don’t read (CVF product details are public) and have no idea what financial statements are or how they work; RBF is the worst possible capital product for a company and CVF is one of the greatest innovations in tech finance
We don’t have a DPI problem in venture, we have an asset liability mismatch problem.
Companies (asset) need way more than 7-10 years to get liquid. It takes time to build something lasting, on average.
Venture money (liability) needs to be liquid in 7-10 years per their fund…
Company: our CAC paybacks are down, we’re crushing it
Me: nice, how did you do that?
Company: we reduced growth rate and CAC spend
Me: 🤦♂️
Killing growth to show “shorter paybacks” is not just short sighted, it’s mathematically stupid.
Today, I'm excited to launch Arrakis: an open-source and self-hostable sandboxing service designed to let AI Agents execute code and operate a GUI securely.
GitHub: github.com/abshkbh/arrakis
Watch Claude code a live Google Docs clone using Arrakis. Having a VM sets it free -🧵
Public company: we’re very excited to share we have reduced interest expense
Me: nice, better terms?
Public company: no, we reduced our principal balance
Me: …and replaced it with?
Public company: our own cash/equity
🤦♂️😂
Founders who have spent a decade building their business still do not have liquidity. While investors are praying for far-fetched M&A / IPO opportunities, the best founders want their companies to endure for decades. What's the solution?
linkedin.com/pulse/financed…
Superplay helped refine my fund to what it is today, helping us grow from 0 to managing $1bn+ in assets
Consumer and gaming sectors remain hugely undervalued. Many companies can spend A LOT more on growth without hurting their balance sheet – they're EBIT"CAC" positive!
hard to overstate how true this is. legendary founders are scarce.
but legendary co-founders, ones that are truly friends of the highest order forged through shared mission and often adversity, are even more scarce.
hard to overstate how true this is. legendary founders are scarce.
but legendary co-founders, ones that are truly friends of the highest order forged through shared mission and often adversity, are even more scarce.
Understanding your insurance coverage and OOP costs before you’re treated should be table stakes in healthcare. Unfortunately, it’s not. That’s why we built a free tool to empower patients with the coverage info they need at the beginning of their journey: ro.co/weight-loss/gl…
An entire generation of investors believes that returns are only made via capital gains/appreciation. This only works when there is a greater fool.
This mindset is in for a rude awakening.
1/2 One of the saddest things in venture today is how much enterprise value is being destroyed by VCs whose pendulum has shifted from "grow at all costs" to "profitability at all costs." Growth is an output, not an input, the input being the CAC machine
@pranavsinghvi
1K Followers 476 FollowingCurious about everything, and markets in particular. No financial advice here - please do your own due diligence. May trade securities mentioned any time.
62 Followers 1K FollowingEquity Analysis at Rebellionaire. Finance and energy nerd. Giga-dad of 7 young kids. Catholic. Tweets are not financial advice!
139 Followers 335 FollowingScaling brands past $100k/month profitably with META, TikTok, Google Ads | $1M+ revenue generated for clients
Book Free Audit: https://t.co/YH8zsOuB7E
19K Followers 5K Followingpartner @kleinerperkins; previously investing @foundersfund, first pm & early eng @scale_ai; if you like infra, ML, or poker let's chat
481 Followers 2K FollowingSerial entrepreneur & Rotarian on a mission to make technology work for the under-served and undervalued for a profit.. https://t.co/Gxk9v3JqTw #makingmpesafree
382 Followers 2K FollowingAspiring thotboi. I tweet my thoughts on startups and national security - sometimes together. Also, some jokes.
দাঁড়াও, পথিক-বর। তিষ্ঠ ক্ষণকাল।
8K Followers 205 FollowingBuying another $1B in B2B software companies by 2025.
150+ completed tech acquisitions since 2002.
No profit, no growth... no problem.
7K Followers 1K Following@CarnegieMellon Endowment Managing Director of Investments / Used to play football @ PSU & Steelers / Tech enthusiast / Tweets my own
7K Followers 908 FollowingFounder & CEO @factorialapp – AI Business Management Software for SMEs. Partner and Podcast host @itnig – pre-seed fund in Barcelona.
8K Followers 1K FollowingSearching for high-conviction, multiBAGger investment opportunities. Look from many angles, research deep, then invest big. 29% CAGR since 2009. IT’S IN THE BAG
53K Followers 613 FollowingEquity Analysis at Rebellionaire. Finance and energy nerd. Giga-dad of 7 young kids. Catholic. Tweets are not financial advice!
785K Followers 921 FollowingFounder of Lyn Alden Investment Strategy. Blended finance and engineering background. Author of Broken Money. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH.
38K Followers 747 FollowingMember of policy staff. Lobbying government for builders at Lewis-Burke. Non-resident senior fellow at @joinfai. Bangers: https://t.co/dWFJDvIaUW
19K Followers 2K FollowingObsessed with technical founders building products for themselves. Talent is universal, while opportunity is not. Early stage VC.
2K Followers 170 FollowingMD at General Catalyst, former CTO Dropbox, SAP, Microsoft product exec.
Host of Equivalent to Magic podcast. Listen here: https://t.co/pCV47nnork
117K Followers 295 FollowingVenture capitalist at @theoryvc
Student of Startups
Backer of 9 unicorns
Author of https://t.co/IWw3R3RVLm
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14K Followers 1K Following“All methods are sacred if they are internally necessary” (GP @amplifypartners, prev @canvasvc; Head of Data @Mattermark; @palantirtech; @c4ads)
1.1M Followers 502 FollowingWaPo columnist. Host of CNN's GPS, Sundays @ 10am & 1pm ET in the US. Order my latest book, Age of Revolutions, via the link below
18K Followers 618 FollowingHead Capital Formation & Talent @AltimeterCap. I talk about what I learn from LPs. Mom is what I do best. No Invest Advice Views My Own
205K Followers 5K FollowingVC at @MenloVentures. Formerly founding team @glean, @Google Search. @Cornell CS. Tweets about tech, immigration, India, fitness and search.
735K Followers 187 FollowingFounder & CEO @Zerodhaonline @Rainmatterin Learning at @RainmatterOrg Musings on business & life: https://t.co/gQi9cu6E5h. Views are personal, Nothing is advice.
162K Followers 8K FollowingFounder, CEO & CIO of Morgan Creek Capital; Alternative Thinking About Investments Managing Partner of Morgan Creek Digital; Bitcoin Edge OCM
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