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@TheEthanDing
"i wish i could short every single startup run by someone who writes opinions like this - kalshi please"
X Link @TheEthanDing 2025-10-07T21:42Z 5655 followers, 29K engagements
"there's unfortunately a 100x delta between - "i studied CS at harvard & learned to code at 18" - "i self-taught haskell for fun when i was 10." anyone who thinks they can vibe code supabase or vercel is just self reporting they're gdp negative and in category 1"
X Link @TheEthanDing 2025-10-12T15:21Z 5655 followers, 64.2K engagements
"the only correct take and incoming essay on the dbt + fivetran merger"
X Link @TheEthanDing 2025-10-14T13:41Z 5663 followers, 1615 engagements
"@credistick if you expect the majority of your investments to fail you cause the majority of your investments to fail thrive / FF incubations come out of the gate vastly over capitalized relative to traction bc of conviction that conviction wins over equivalent bets by vcs w/o spines"
X Link @TheEthanDing 2025-10-18T15:15Z 5663 followers, XXX engagements
"for one brief minute we were at $65B ARR"
X Link @TheEthanDing 2025-10-16T22:12Z 5663 followers, 15.7K engagements
"vcs fighting publicly might be one of the best things to happen to the ecosystem reduces groupthink creates tension reduces number of founders trying to figure out "what does the VC braintrust want to see in a raise" brings the role of shortsellers into private markets"
X Link @TheEthanDing 2025-08-24T19:36Z 5665 followers, 1769 engagements
"@posedscaredcity hmmm probably one of those ill know it when i see it type things you have anything in mind that you think counts anything like an early stage netlify / planetscale / twilio or otherwise where the engineers say most of their stuff is written by ai i guess"
X Link @TheEthanDing 2025-10-13T15:28Z 5664 followers, XX engagements
"when a vc says that they're concentrated early stage investor and then say they want to invest in 15+ companies"
X Link @TheEthanDing 2025-10-17T20:29Z 5663 followers, 1175 engagements
"there's no such person as marc benioff only the abstract idea of a stock performance a set of scripts and well practiced performer designed for the average opinion of all the shareholders"
X Link @TheEthanDing 2025-10-18T20:12Z 5663 followers, 4522 engagements