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@credistick Avatar @credistick Dan Gray

Dan Gray posts on X about investment, vc firms, signals, y combinator the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence finance XXXX% vc firms #469 stocks XXXX% countries XXXX% technology brands XXXX%

Social topic influence investment #3080, vc firms #4, signals #356, y combinator 0.49%, has been 0.49%, ipo 0.49%, goldman sachs 0.49%, 90s 0.49%, invested 0.49%, most recent XXXX%

Top accounts mentioned or mentioned by @mprinparr @jennywxiao @bexelinitiative @harrystebbings @peterjwalker @mosessternstein @candrewclark @alexfmac @pavelprata @johncoogan @peterj_walker @angellist @rodriscoll @tbpn @binyamingrobman @scottdwitt @yrechtman @colingardiner @willmanidis @ilyastrebulaev

Top assets mentioned Goldman Sachs (GS)

Top Social Posts #

Top posts by engagements in the last XX hours

"From a process perspective they handle it very well. And certainly that is reflected in the spirit of @paulg's earlier writing: "Between the volume of people we judge and the rapid unequivocal test that's applied to our choices Y Combinator has been an unprecedented opportunity for learning how to pick winners. One of the most surprising things we've learned is how little it matters where people went to college. I thought I'd already been cured of caring about that. There's nothing like going to grad school at Harvard to cure you of any illusions you might have about the average Harvard"
X Link @credistick 2025-10-10T12:44Z 5780 followers, XX engagements

"For some historical context on the GS chart below because it may be a little misleading: The Sarbanes-Oxley Act of 2002 made it hard for garbage companies to IPO which explains both: a) why the peaks in 1999/2000 were so extreme b) why we have seen nothing like it since and never will again It is not harder to IPO today but there remains a reasonable hurdle for companies that wish to go public. An unprecedented period of low-interest rates removed the incentive to go public (lower cost of capital) and produced a generation of sickly companies that couldnt clear the hurdle once private capital"
X Link @credistick 2025-10-07T22:25Z 5783 followers, 2875 engagements

"@WillManidis @absoluttig I invested in Revolut in 2017 and have taken 60x that investment out through secondaries alone in the last few months. As a portfolio that's 6x DPI from one investment with XX others still playing out"
X Link @credistick 2025-08-28T11:55Z 5780 followers, XXX engagements

"Only 1/3 of VCs make it to a Fund X. Only 1/10 make it to a Fund X. The primary cause of that churn is badly managed risk. Risk is the product of VC like adrenaline is the product of skydiving: You could get more of it if you jumped without a parachute but more isn't always better. Good investors sell well-managed risk via portfolios optimised for generating alpha amidst a uniquely high rate of failure. Bad investors sell confidence. (It's fitting that @BoostVC one of the examples of good risk management has just announced a Fund 4.)"
X Link @credistick 2025-09-29T13:20Z 5783 followers, 16.4K engagements

"The most active Fund X LPs are Family Offices HNWIs and partners from Multi-stage VC firms. The most common Fund X anchor is a Fund of Funds. The most active Fund 2+ LPs are Family Offices HNWIs and Fund of Funds. The most common Fund 2+ anchor is an Endowment. XX% of previous funds for Fund 2+ GPs had a Multi-stage VC firm as an LP this has fallen to XX% in more recent funds. Founders are equally split between Fund X and Fund 2+ firms as LPs. The HNWI category is roughly XX% founders (current or exited). If you're the GP of boutique VC firm in the US and would like to participate in this"
X Link @credistick 2025-09-12T14:07Z 5782 followers, 3729 engagements

"By addressing uncertainty with incremental signals venture capital becomes myopic focused on incremental growth rather than the potential of ultimate outcomes. Market-based signals also introduce fragility through undiversifiable systematic risk; a contraction may wipe-out fundraising momentum for what should be uncorrelated investments"
X Link @credistick 2025-10-15T14:47Z 5782 followers, XX engagements

"@AnjneyMidha Risk assessment is an important and poorly understood aspect of venture capital"
X Link @credistick 2025-10-06T23:01Z 5781 followers, XXX engagements

"Addressing the challenges of staged capital allocation and the reliance on up/downstream partners VC has adopted a practice similar to "convention bidding". In simple terms this is where the terms of a bid (or an investment in this case) carry market signals beyond the face-value of the terms themselves. This analogy to the game bridge (as opposed to the usual poker analogies) is explored in @Alex_Danco's brilliant article "VCs should play bridge". However it's also another example of: 1) VCs revealed preference for affirmation rather than conviction when it comes to making decisions. 2) VCs"
X Link @credistick 2025-10-15T14:47Z 5782 followers, 1481 engagements

"Great post from @WillManidis about VC's media business and the intent to tap more retail capital via RIAs (see the survey data from @KKR_Co below). As a parallel consider last decade's boom in crypto media devoted to finding talismanic geometry in price charts and prayer-groups around The Halving. The VC version of this is using narratives like AGI and ARR-based "girl math" to pretend that they only invest in growing assets that always only grow. This is why I'm deeply skeptical of retail involvement in VC and particularly the broad push into media. VC's financialisation directly reflects"
X Link @credistick 2025-10-03T12:44Z 5782 followers, 2390 engagements

"Staged deployment from early stages is definitely a good idea. The problem is that large multi-stage firms are structurally biased towards consensus opportunities. You can see in the data that they are increasingly concentrated in obvious themes. If you want effective origination thats generally best achieved by smaller firms. Larger portfolios smaller checks typically less for reserves"
X Link @credistick 2025-10-13T17:35Z 5783 followers, XXX engagements

"This is excellent. Great read. My one small disagreement is with the idea that every venture capitalist reads the same books. I believe a lot more VCs are familiar with Perez Helmer Porter etc but theres very little evidence that this stuff is actually read or well understood"
X Link @credistick 2025-10-09T22:34Z 5784 followers, 1330 engagements

"@WillManidis @absoluttig Also I'm going to ban you from theory posting about merchant banking until you've actually funded a trading mission to the orient yourself"
X Link @credistick 2025-08-28T12:00Z 5780 followers, XXX engagements

"When Entry Multiples Dont Matter by Alex Immerman and David George:"
X Link @credistick 2025-10-15T19:49Z 5782 followers, XX engagements

"ARR multiples are an output of the valuation process not an input. Used as an input they are wildly procyclical incentivising broken economics and questionable accounting. This is precisely why the market was left with 600+ SaaS zombie unicorns after 2022"
X Link @credistick 2025-10-15T19:49Z 5782 followers, XXX engagements

"Heres a paper you probably didnt see on X published by the bipartisan @committeeonccp in February 2024 looking at activity by US VC firms in China. The report focused particularly on five firms: GGV Capital GSR Ventures Qualcomm Ventures Sequoia Capital China and Walden International. US VC investment in the PRC grew in the mid-2000s and exploded the following decade as the U.S. government encouraged investment into the PRC believing that greater economic ties would encourage economic liberalization.318 Unfortunately we have seen the opposite. As U.S. capital flows into PRC advanced"
X Link @credistick 2025-07-15T22:21Z 5783 followers, 5996 engagements