[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@WillManidis
"paul ferri founder of matrix partners"
X Link @WillManidis 2025-03-11T13:47Z 105.8K followers, 42.3K engagements
"you can learn everything you need to know about a city by seeing if its highest and best form is revealed when you bike it or when you walk it. new york only makes sense on bike its a horrible walking city. boston can only be walked. london is split balk/walk east/west"
X Link @WillManidis 2025-11-07T21:31Z 105.8K followers, 9229 engagements
"it wont happen but my favorite outcome to imagine from the AI decade is that strong AGI is achieved but due to a series of poorly negotiated debt agreements its owned entirely and exclusively by Apollo Global representing the interests of thousands of American retirees"
X Link @WillManidis 2025-11-07T23:56Z 105.8K followers, 5116 engagements
"@1001ai_ @generalcatalyst @civ @Lux_Capital missed opportunity to not call it wallah dot ai"
X Link @WillManidis 2025-10-20T20:00Z 105.9K followers, XXX engagements
"boston in the fall"
X Link @WillManidis 2025-11-03T12:23Z 105.9K followers, 9960 engagements
"@andrewrsorkin @dealbook regardless of where you are politically deal book offers you at least one guy on stage that might be the antichrist we just cant agree on which one it is"
X Link @WillManidis 2025-11-10T17:34Z 105.9K followers, 4611 engagements
"if you draw a line running from where we were X years ago through where we are today all the way out to XX maybe XX years from now. the economy will just be 100x perp futures and slot machines. bankruptcy will be trivial the state will eat your debt and let you roll again"
X Link @WillManidis 2025-11-03T23:59Z 106K followers, 35.9K engagements
"venture is the last major asset class where the morality/prestige of a capital provider has any bearing on the underlying asset. no one thinks twice about who else their credit provider is lending to. private equity firms hold all kinds of sin co's quietly. why does VC care"
X Link @WillManidis 2025-11-13T12:39Z 106K followers, 23.5K engagements
"slop is the defining cultural export of the next decade. the industrialization of writing via LLMs will turn all writing into slop in the same way the industrialization of farming turned our food supply into slop. total slop. your only hope is to find the old the durable"
X Link @WillManidis 2025-01-24T16:16Z 105.9K followers, 2.6M engagements
"with the exception of museum quality/rareness antique prices have fallen off a cliff over the past XX years. you can decorate your home like a 18th century royal with pieces unthinkable XX% of humans across history but instead you live amongst minimalist ikea slop"
X Link @WillManidis 2025-07-15T16:28Z 105.9K followers, 1.5M engagements
"earnestly going into banking today is as contrarian as going into venture was in 2016 adjust your expectations of both groups accordingly"
X Link @WillManidis 2025-09-24T19:12Z 105.9K followers, 90.2K engagements
"ScienceIO has been acquired by Veradigm Together we are going to build the intelligence provider for the future of healthcare"
X Link @WillManidis 2024-02-27T13:29Z 106K followers, 613.3K engagements
"if you talk to any serious hiker theyre like yes demons are real make sure you dont walk along a stream for too long sometimes a witch trails me for miles avoid wearing bright colors and pray being entering the forest. the ancient is still very much alive along the edges"
X Link @WillManidis 2025-08-26T12:19Z 106K followers, 17.8M engagements
"the ford foundation is the single greatest office building in america"
X Link @WillManidis 2025-10-01T12:43Z 106K followers, 1.4M engagements
"its worth noticing that basically every top performing firm has nearly monastic requirements on how the team lives outside of work. ex: founders fund incentivizing to live within x miles of the office benchmark constant team dinners Deerfield partners all doing combat sports"
X Link @WillManidis 2025-10-01T18:12Z 106K followers, 741.3K engagements
"we are suffering from an epidemic of "cocktail party thought". a huge part of our country can only conceptualize the world through nice little facts and counterintuitive gotchas. they view the world like its all one big atlantic article. not a big mess of blood flesh and souls"
X Link @WillManidis 2025-10-13T17:49Z 105.9K followers, 722.1K engagements
"in XX years as a hobby Rockefeller moved a medieval cloister from France to Manhattan and restored XXX buildings 1:1 at our nations first capitol in Williamsburg VA. it is impossible to imagine our current elites turning this much ambition towards history today"
X Link @WillManidis 2025-10-31T12:42Z 106K followers, 851.2K engagements
"the function of your professional life is to find the most natural structure that allows you to turn the things you do as naturally as breathing and walking into compounding capital and enjoyment over decades that might be a venture backed company. but i would bet its not"
X Link @WillManidis 2025-11-03T15:14Z 106K followers, 46.5K engagements
"whats the best truly banned book not 1984 banned: I mean PDFs that are literally unprintable truly esoteric and illegal knowledge"
X Link @WillManidis 2025-11-05T13:24Z 106K followers, 659.3K engagements
"one of the load bearing fictions of the AI megacycle is that the fundamental constraint on pharma is discovering new drugs and that if you can help them discover drugs youll be able to demand billions pharma has too many candidates they have no interest in finding more"
X Link @WillManidis 2025-11-06T17:05Z 106K followers, 55.3K engagements
"the essential function of the post-war global consensus is to make US equities go up. every government big or small has the same job: generating liquidity to financialize or finding places to put US dollars into the ground the business of the entire world is american business"
X Link @WillManidis 2025-11-07T13:13Z 106K followers, 18.7K engagements
"if you write a good enough lesswrong post about how lenders repossessing data centers after default is actually an existential risk and massively increases the chance of unaligned private credit owned AGI Im sure one of the labs would pay you a few billion a year at this point"
X Link @WillManidis 2025-11-07T23:53Z 106K followers, 7701 engagements
"from Thiel in the Free Press"
X Link @WillManidis 2025-11-08T20:34Z 106K followers, 168.7K engagements
"the casino culture solution to the housing crisis will be to extend mortgages. XX years isnt the end 100+ years within the decade. asset prices will explode and deposits are the new purchase price. the fed will backstop issuers to prevent complete collapse and make it work"
X Link @WillManidis 2025-11-09T12:51Z 106K followers, 21.8K engagements
"if its not obvious already: not using LLMs will become a class signal within the next few years. same as organic food having a driver instead of driving or not drinking. both the left and the right will have their own versions. itll be repulsive buckle up"
X Link @WillManidis 2025-11-10T22:31Z 106K followers, 51.4K engagements
"It's easy to forget how deeply the founding fathers cared about free commerce as a pillar of democracy. When we look back. America was as much an experiment in markets as it was in self-government. Hamilton in the Federalist papers:"
X Link @WillManidis 2025-11-11T20:04Z 106K followers, 15.7K engagements
"Washingtons first address to congress"
X Link @WillManidis 2025-11-12T15:19Z 106K followers, 7670 engagements
"the reason we see so much "striver" behavior around startups and particularly YC is its the only legible path to an upper middle class life left. it used to be SAT prep and then an ivy league college did it for you. that's gone now. the only thing left is a chance at YC"
X Link @WillManidis 2025-11-12T17:40Z 106K followers, 92.1K engagements
"i think its worth drawing a narrow point on what is happening here: the "striver" class is not saying they can build generational companies. they are convinced that if they get into YC or raise money or whatever and fail they can land the plane with an L8 PM role at a faang"
X Link @WillManidis 2025-11-12T17:45Z 106K followers, 6933 engagements
"pharma mgmt teams are the most understudied "pricers of risk" in existence. unlike prop trading your counterparty here is discrete scientific truth 36-48 months out and you can't downsize your swings mid flight incredible lessons from watching this happen. great episode:"
X Link @WillManidis 2025-11-12T22:25Z 106K followers, 138.9K engagements
"Im still holding long the basket but you do have to wonder if a big part of this build out is not based on its own merits but on a loosely validated set of infra scaling laws that just so happen to yield a really fun rule system that allows you to play at trillion+ scale"
X Link @WillManidis 2025-11-13T00:46Z 106K followers, 3965 engagements
"theres going to be a really interesting Santa Fe institute talk XX years past this bubble bursting if the US economy still exists about this. but you do wonder if being a hyperscaler ceo was kinda boring and now someone invented billion dollar baccarat with shareholder $s"
X Link @WillManidis 2025-11-13T00:50Z 106K followers, 3341 engagements
"in what other asset class do the underlying assets display their capital providers' logos like cattle brands None. Yet venture-backed companies do both on their websites and their jackets. and in turn the venture firms list their logos like trophy walls on their websites"
X Link @WillManidis 2025-11-13T12:39Z 106K followers, XXX engagements
"my sense is that many large venture platforms at least ones whose discernment measure less than their AUM would love to get away from this-- they'd love to be anonymous capital providers where individual partners can originate paper at scale with little brand risk"
X Link @WillManidis 2025-11-13T12:39Z 106K followers, 2727 engagements