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@endowment_eddie "Genesis AI closes $105m seed led by Eclipse and Khosla. This space has been bonkers in 2025: Dyna Robotics - $23m Fauna Robotics - $35m Generalist AI - na Genesis AI - $105m Gecko - $125m Figure - $675m Apptronik - $375m Botco- $150m All in the last X months"
@endowment_eddie on X 2025-07-01 19:30:23 UTC 4356 followers, 26.8K engagements

"Yes I tweet about venture. But: X. Evernote remains at the top of my stack X. My car has manual locks and windows X. I still drink alcohol X. Taste is a disorienting word for me X. I wince when fees dont step down on a successor fund"
@endowment_eddie on X 2025-07-23 15:53:52 UTC 4372 followers, 2465 engagements

"How do we expect young people to thrive today Boomers could buy homes and dine on a multi decade platter of falling interest rates. My millennial friends and I got gross margin negative/highly loss making experiential marketplace businesses. What is left for Gen Z"
@endowment_eddie on X 2025-07-26 12:45:10 UTC 4377 followers, 3323 engagements

"When you say privates havent kept up with publics you should really say privates havent kept up with the Mag X. There are XXX other S&P companies that have barely gone anywhere. If you want to hold X stocks go for it. PEVC v. R2000/S&P493 is a diff story. Source: Goldman"
@endowment_eddie on X 2025-07-18 09:22:55 UTC 4377 followers, 478.7K engagements

"@BusinessInsider congrats someone came out with an even worse list than you. The @TIME team is a couple bricks short of a full load. - NYT Hard Fork and Acquired as the top X (and only) business/tech podcasts - No Joe Rogan (not a listener but cmon)"
@endowment_eddie on X 2025-07-25 11:33:39 UTC 4374 followers, XX engagements

"Fair points taken down to cash flow level the story changes. Assuming XX% initial that is $450B invested about $90B per year avg (directionally right eye balling Pitchbook with XX as outlier). In this scenario which is very right tail distribs are likely above that driving CF+ dynamic. Calls have modestly but not materially outpaced distributions in the last X years to drive the CF- dynamic. So to your point higher than not odds this dynamic continues"
@endowment_eddie on X 2025-07-13 18:57:38 UTC 4333 followers, 2066 engagements

"Harvey isnt some breakthrough in legal AIits ChatGPT with a law costume. Lovable isnt revolutionizing codeits Claude with pretty buttons. - @rodriscoll on @twentyminutevc Not enough people talking about this"
@endowment_eddie on X 2025-07-17 12:27:59 UTC 4371 followers, 64.8K engagements

"Backing repeat offenders could be a sick tag line targeting 2nd time founders"
@endowment_eddie on X 2025-07-19 17:35:48 UTC 4370 followers, XXX engagements

"My pizza guy bought $XRP at $XXXX and $BTC at $2k. He now owns a house and slings pies like no ones business. Meanwhile I still cant afford a house to raise little Family Office Frank and Pension Polly"
@endowment_eddie on X 2025-07-24 23:13:22 UTC 4377 followers, 1087 engagements

"@ItzSuds I was shooting for satire with this one. DoorDash is throwing out ridiculous discounts rn and brought back solid 2010s marketplace mems"
@endowment_eddie on X 2025-07-26 16:45:11 UTC 4377 followers, XXX engagements

"Someone bring the Justice Department a compass and a map"
@endowment_eddie on X 2025-07-19 15:43:30 UTC 4370 followers, 2266 engagements

"There wont be a second date but now she knows that the IPO window is open for Tier X assets with $3-400m ARR XX% growth rule of 40+ profile and a platform story. Anyway $FIG / Figma IPO next week rule of XX XX% growth and XXX% NDR. Excited to start the week on a high note. Congrats to @IndexVentures @GreylockVC @sequoia @kleinerperkins and the rest of the syndicate"
@endowment_eddie on X 2025-07-25 22:58:09 UTC 4377 followers, 2783 engagements

"@E_Bruxxx Insurtech is my fave. There are so many power law cos in insurance founded annually. A true goldmine"
@endowment_eddie on X 2025-07-24 16:13:42 UTC 4373 followers, XX engagements

"This is the truthGPs who held get terminal multiples that quartile better. Sure still a XX% net IRR but its not all below median"
@endowment_eddie on X 2025-07-22 18:30:53 UTC 4371 followers, 1959 engagements

"If VC is competitive now the what if everything goes right scenario on liquidity will send it to the stratosphere. $140B of market cap from this years IPO ($CRWV $CIRC $HNGE etc.) YTD. $160B annualized M&A. Now add Figma and Navananother $30B of market cap. What if Bytedance and the cohort of $400M+ ARR payroll/payment/expense mgmt platforms go public What about OpenAI Anduril etc. Were talking up to $1TRN or more of active market cap and M&A in the next 12-18mos. Assume VCs own 2/3 of all this and it gets distributed over 3yrs. Wed runrate at $200-250B of LP distributions annually. This"
@endowment_eddie on X 2025-07-13 17:48:13 UTC 4377 followers, 67K engagements

"The only real considerations in vc fund investment memos are: 1) lack of power law people 2) lack of power law companies 3) valuations Instead its always the samecapacity/board seats size of active portfolio and fund size. These matter but they arent threshold questions"
@endowment_eddie on X 2025-07-24 13:09:35 UTC 4377 followers, 16.5K engagements