[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.] #  @HarryStebbings Harry Stebbings Harry Stebbings posts on X about ai, kalshi, $100m, $spot the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::3253629143/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +96% - X Months XXXXXXXXXX -XXXX% - X Year XXXXXXXXXX +92% ### Mentions: XX [#](/creator/twitter::3253629143/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +38% - X Year XXXXX +1.70% ### Followers: XXXXXXX [#](/creator/twitter::3253629143/followers)  - X Week XXXXXXX +0.39% - X Month XXXXXXX +1.70% - X Months XXXXXXX +11% - X Year XXXXXXX +27% ### CreatorRank: XXXXXXX [#](/creator/twitter::3253629143/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXXX% [stocks](/list/stocks) XXXX% [social networks](/list/social-networks) XXXX% [celebrities](/list/celebrities) XXXX% [vc firms](/list/vc-firms) #259 [fashion brands](/list/fashion-brands) XXXX% [gaming](/list/gaming) XXXX% [countries](/list/countries) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [ai](/topic/ai) 8.47%, [kalshi](/topic/kalshi) #69, [$100m](/topic/$100m) #72, [$spot](/topic/$spot) #2930, [youtube](/topic/youtube) 6.78%, [if you](/topic/if-you) 6.78%, [$10bn](/topic/$10bn) #2, [politics](/topic/politics) #3613, [databricks](/topic/databricks) #56, [open ai](/topic/open-ai) XXXX% **Top accounts mentioned or mentioned by** [@jasonlk](/creator/undefined) [@rodriscoll](/creator/undefined) [@sadchineseman](/creator/undefined) [@honam](/creator/undefined) [@kalshi](/creator/undefined) [@mansourtarek](/creator/undefined) [@jonsidd](/creator/undefined) [@everettrandle](/creator/undefined) [@rabois](/creator/undefined) [@bgurley](/creator/undefined) [@destraynor](/creator/undefined) [@awxjack](/creator/undefined) [@scottdwitt](/creator/undefined) [@benktaytay](/creator/undefined) [@chetanp](/creator/undefined) [@absoluttig](/creator/undefined) [@altcap](/creator/undefined) [@dannyrimer](/creator/undefined) [@martinmignot](/creator/undefined) [@janatindex](/creator/undefined) **Top assets mentioned** [Spotify Technology (SPOT)](/topic/$spot) [Microsoft Corp. (MSFT)](/topic/microsoft) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) ### Top Social Posts Top posts by engagements in the last XX hours "Of every fund of this vintage I would rather have Benchmarks portfolio than any other: Sierra ($10BN) Mercor ($10BN) Firework ($4BN) Legora ($2BN) Langchain ($1.3BN) Manus (one of most insane teams in AI) HeyGen ($80M ARR) Today it gets even better with @PaulErlanger @pseudosey joining the ranks built by @peterfenton @ericvishria @chetanp @sarahtavel @EverettRandle 🚀 LFG Team fomo" [X Link](https://x.com/HarryStebbings/status/1986455916107985169) 2025-11-06T15:29Z 311K followers, 45.5K engagements "The only podcast you have to listen to every week. No politics. Just tech. - Anthropic Raises $30BN from Microsoft and NVIDIA - NVIDIA Core Business Threatened by TPU - Sam Altman's "War Mode" Analysed - Sierra Hits $100M ARR: Justifies $10BN Price Spotify 👉 Youtube 👉 Podcasts 👉 My X takeaways with @jasonlk @rodriscoll👇 Timestamps: 00:00 Intro 01:05 Anthropic's $30BN Investment from Microsoft & NVIDIA 09:57 NVIDIA's Customer Concentration: Bull or Bear 21:27 Google vs. OpenAI: Sam Altman's "War Mode" Memo 35:25 Sierra Hits $100M ARR: Justify $10BN Price 45:45 Implementation is the Biggest" [X Link](https://x.com/HarryStebbings/status/1994069925334233599) 2025-11-27T15:44Z 311K followers, 29.6K engagements "Has anyone bought the Meta Oakley sports edition Reviews" [X Link](https://x.com/HarryStebbings/status/1997326918039797979) 2025-12-06T15:27Z 311K followers, 17.5K engagements "If you have a mega platform Write super collaborative checks You will absolutely crush the next decade in venture. Distribution matters. 😉" [X Link](https://x.com/HarryStebbings/status/1997611198620311578) 2025-12-07T10:16Z 311K followers, 153K engagements "If I was Nik I would have absolutely made the same decision. XX% holding of Revolut. Company will be worth $200BN without a doubt. $36BN position at that price. His cap gains bill alone would be $8BN-$10BN. Now in the UAE it will be $X. The Labour government has to realise we are in a global war for talent. Sad and mega loss for the UK" [X Link](https://x.com/HarryStebbings/status/1975636738488803729) 2025-10-07T18:57Z 311K followers, 1.1M engagements "6. The Biggest Investing Lesson from Peter Thiel: Peter creates incentive structures to test the conviction level of partners. For example you can personally invest alongside the fund in a deal you are leading. If you do not he will ask do you not feel your dollars will do better in this investment than the S&P Why put our LP dollars there if you will not What have been the single biggest investing takeaways for you from working with Peter @zebulgar @traestephens @absoluttig @rabois" [X Link](https://x.com/HarryStebbings/status/1987920386688782454) 2025-11-10T16:28Z 311K followers, 7018 engagements "3. Which Investor Is Not in Kalshi That Tarek Would Most Like to Have in Kalshi I have a lot of respect for @mickymalka @ Ribbit Capital. I have a lot of respect for Founders Fund & Altimeter. A lot of the crossover funds are also great. Fun one @nshalek @absoluttig @altcap @MeghanKReynolds What company are you not in that you would most like to be in" [X Link](https://x.com/HarryStebbings/status/1998047031076524478) 2025-12-08T15:08Z 311K followers, XXX engagements ""Triple triple double double is dead. Going from $1M to $3M to $9M is not interesting. You have to go $1M to $15M to $100M." @chetanp @honam @rabois @jasonlk @bdeeter @ttunguz is triple triple double double dead Have our growth expectations changed forever" [X Link](https://x.com/HarryStebbings/status/1969839429566210160) 2025-09-21T19:01Z 311K followers, 2.1M engagements "Investors when you put down a term sheet as a lead for the round and you only commit to XX% or less of the round you are just showing a lack of commitment. That simple. Be bold" [X Link](https://x.com/HarryStebbings/status/1998368846726705296) 2025-12-09T12:27Z 311K followers, 14.2K engagements "I am booking new guests for 20VC. Who should I have on the show I want people who dont do the podcast tour who havent been on XX already and have something unique and different to say. Tag them below and I call you out in the show to thank you. X work your magic" [X Link](https://x.com/HarryStebbings/status/1790896225522274752) 2024-05-16T00:05Z 310.6K followers, 94.2K engagements "There is an astonishingly small amount of VCs in Europe who can write a $20M check at Series A and are actually good. Like can fit on one hand" [X Link](https://x.com/HarryStebbings/status/1969500412219629799) 2025-09-20T20:34Z 310.9K followers, 27.3K engagements "The only podcast you have to listen to every week. No politics. Just tech. - Sequoias Leadership Transition - Michael Burry Shorts NVIDIA and Palantir - Gamma Raises $100M at $2BN - Has Defensibility Died in a World of AI - Datadog Surges as Duolingo Plummets: What is Happening Spotify 👉 Youtube 👉 Apple Podcasts 👉 Timestamps: 00:00 Intro 01:06 Sequoia's Leadership Transition 07:31 Michael Burry's Big Short on Nvidia and Palantir 14:38 Gamma Raises $100M at a $2BN Valuation 28:39 Does Defensibility Exist Today When Copying is Easy 40:09 Should All Funds Be Way More Diversified 50:02 How to" [X Link](https://x.com/HarryStebbings/status/1988991130906640529) 2025-11-13T15:23Z 310.9K followers, 35.1K engagements "The minute I hear first and second close for an early stage funding round; I am out. Never a good sign" [X Link](https://x.com/HarryStebbings/status/1993413526501593143) 2025-11-25T20:16Z 310.9K followers, 100.7K engagements "@Viraj__Acharya @jakepaul Maybe we have already 😜" [X Link](https://x.com/HarryStebbings/status/1997625026515001768) 2025-12-07T11:11Z 310.7K followers, XXX engagements "In June 2008 Emergence invested $4M into Veeva Systems. On the day of Veevas IPO (April 2013) Emergence held a XXXX% stake. Veevas market cap today: $47.5BN. Wow" [X Link](https://x.com/HarryStebbings/status/1949246384219013217) 2025-07-26T23:12Z 311K followers, 35.8K engagements "Why Everyone is Wrong About Tiger Global Returns: "I think Tiger's gonna end up much better than anyone thought. They got a big stake in Databricks. They were early into OpenAI and Scale. They will benefit from liquidation preferences and preferred stock." @EverettRandle Love to hear your thoughts on this @honam @dafrankel @Jhovde2121 @bgurley @gokulr" [X Link](https://x.com/HarryStebbings/status/1988070423821455483) 2025-11-11T02:25Z 311K followers, 37.2K engagements "One of the most BS statements: You do not want people to join your company because of an investor that led the round. People want to grow and they want to make money. When Sequoia invests it is a massive stamp of approval that this company has the chance of growth more than others. It also suggests if they join they will grow personally and financially. Yes they need to have some passion for the problem but do not listen to this BS and people being motivated by other signals is not bad" [X Link](https://x.com/HarryStebbings/status/1997312319060115539) 2025-12-06T14:28Z 311K followers, 21K engagements "Kalshi is one of the fastest growing companies on the planet. Last week: - Raised $1BN at $11BN valuation - Partnered with CNN and CNBC This is Tareks only interview post this news. - How Polymarket made @Kalshi better - Is Kalshi just sports betting with a new label - The future of prediction markets - Messi investing in Kalshi Spotify 👉 Youtube 👉 Apple Podcasts 👉 Spice laughter and my X takeaways with @mansourtarek_ 👇 Timestamps: 00:00 Intro 00:56 Why Did Kalshi Need to Raise $1BN 08:35 Why is Kalshi vs Polymarket Such a Fierce Rivalry 20:48 The Future of Prediction Markets 24:04 Why" [X Link](https://x.com/HarryStebbings/status/1998047020250968338) 2025-12-08T15:08Z 311K followers, 12.2K engagements "2. I Wish We Had Built Brand and Marketing Sooner My old mindset: Build a great product & people will come. We can do more marketing later. Your product will never be perfect & brand is a muscle you have to learn. You need to do both: Build a great product & a great marketing engine at the same time. Is build a great product and they will come outdated @paulg @im_roy_lee @vxanand" [X Link](https://x.com/HarryStebbings/status/1998047028861890959) 2025-12-08T15:08Z 311K followers, XXX engagements "@stevenjr76 Then use your network and bring the rest of the round with you. Dont put the onus on the founders to find the rest" [X Link](https://x.com/HarryStebbings/status/1998376705602588817) 2025-12-09T12:58Z 311K followers, XXX engagements "Which Celebrity Would @mansourtarek_ Most Want To Invest in @Kalshi: "Messi. He is the greatest athlete of all time. He has made it. He has become rich and famous and all he cares about is getting on the pitch and winning. It was never about anything other than soccer for him and you can feel that." If you could have one celebrity investor that you do not have who would it be and why @karimatiyeh @alexanderwill @ScottWu46 @destraynor" [X Link](https://x.com/HarryStebbings/status/1998513737968546185) 2025-12-09T22:03Z 311K followers, 4775 engagements "In 2015 Matrix Partners signed a term sheet to buy XX% of Airwallex for $2M. However they pulled the signed term sheet. Today that $2M would be worth $1.24BN. One of the most costly mistakes in recent VC times" [X Link](https://x.com/HarryStebbings/status/1927053184524022247) 2025-05-26T17:24Z 311K followers, 68.7K engagements "I am really sorry but in the year 2025 the idea of putting OOO on email autoresponder is insane. You have a phone keep emailing. 😂" [X Link](https://x.com/HarryStebbings/status/1935094081077514331) 2025-06-17T21:55Z 311K followers, 220.8K engagements "Index Ventures are the most impressive firm in venture today. They have more partners who have picked fund returners than any other firm. Figma ($59BN): @dannyrimer Revolut ($75BN): @martinmignot Adyen ($44BN) + Robinhood ($82BN): @janatindex Scale (14.9BN): @mavolpi Wiz ($32BN): @shardul_shah Datadog ($46BN): @shardul_shah @bdalle Roblox ($86BN): @narimer Total $XXXXX billion 😎 Top X performers spread across X different partners. X of the X have been investing at Index for more than XX years. This is a team sport. Go long" [X Link](https://x.com/HarryStebbings/status/1952049582797365288) 2025-08-03T16:51Z 310.9K followers, 101.3K engagements "Why $30BN for Cursor Is A Good Deal: "The pro side is revenue and revenue growth rate. If something's gone from $1-$100M in a year and then $100M to $1BN this year with Newton's laws of motion it is going to $3BN-$4BN next year." Suddenly you're in this thing at XX times NTM revenues." Legit question when you do Cursor at $29BN what do you underwrite to @Mkclements @LucasSwisher1 @sarahdingwang @thulme" [X Link](https://x.com/HarryStebbings/status/1991567222955995543) 2025-11-20T18:00Z 311K followers, 67.6K engagements "SaaS is Over: " SaaS apps were built at a time when software was relatively hard to build. Now many of these AI applications are easy to build on top of these LLMs. Most companies will start building custom software super easily." @jonsidd Love to hear your thoughts on this @destraynor @dharmesh @craigzLiszt @jasonlk @FabianHedin @spenserskates" [X Link](https://x.com/HarryStebbings/status/1995529574696857988) 2025-12-01T16:25Z 311K followers, 300.5K engagements "You are 200x more likely to get into Harvard University than you are get a job at ElevenLabs. 180000 people applied for jobs at ElevenLabs in the first X months of 2025. Just XXXXX% of people who apply get a job. Insane 🤯" [X Link](https://x.com/HarryStebbings/status/1995558520767582460) 2025-12-01T18:20Z 311K followers, 222K engagements "Today I interviewed a $50BN founder for 20VC. In the post interview chat I mentioned a company we are leading the seed round for. The $50BN founder asked to angel invest and be a lighthouse customer for them. How media can drive a fund is just insane" [X Link](https://x.com/HarryStebbings/status/1996341808004227421) 2025-12-03T22:12Z 311K followers, 30.2K engagements "The only podcast you have to listen to every week. No politics. Just tech. - Thrive & OpenAI Partnership - Eventbrite Acquired for $500M - Databricks Raising $5BN at $134BN Valuation: Cheap or Not - Why SaaS is Like Japan and The TAM Trap in Software Spotify 👉 Youtube 👉 Apple Podcasts 👉 My X takeaways with @jasonlk and @rodriscoll👇 Timestamps: 00:00 Intro 01:01 Thrive and OpenAI Partnership 04:07 Databricks Raising $5BN at $134BN Valuation: Cheap or Not 20:41 Eventbrite Acquired by Bending Spoons for $500M 23:02 Pagerduty's $1BN Market Cap Just 2x Revenue 26:37 The TAM Trap: Why SaaS Is" [X Link](https://x.com/HarryStebbings/status/1996596109045559672) 2025-12-04T15:03Z 311K followers, 11K engagements "@m2jr Always welcome to join me and mama in London" [X Link](https://x.com/HarryStebbings/status/1997718546877690011) 2025-12-07T17:23Z 311K followers, XXX engagements "@Kieranleehill @awxjack @airwallex What do they say about real Gs and lasagne 🤣" [X Link](https://x.com/HarryStebbings/status/1998096535981314279) 2025-12-08T18:25Z 311K followers, 2177 engagements "I am weird with meetings: Call: what do you want Why is this more than X mins Walk: we have all the time in the world. Tell me about your childhood trauma. Tale of two worlds" [X Link](https://x.com/HarryStebbings/status/1998400476346265664) 2025-12-09T14:32Z 311K followers, 33.5K engagements "How @Polymarket @shayne_coplan Made @Kalshi @mansourtarek_ Raise Their Game: " An industry truly becomes an industry when there's a rivalry. Without Polymarket we wouldn't have pushed our marketing and pushed our product as hard. Without us they wouldn't have pushed their marketing and their product and maybe also without us the regulatory piece that we've unlocked as hard. And so that sort of infighting I think is going to push both of us to scale this industry and reach heights that we honestly wouldn't have been able to otherwise." Love to hear your thoughts on this @NTmoney @mwseibel" [X Link](https://x.com/HarryStebbings/status/1998429936516747588) 2025-12-09T16:30Z 311K followers, 5971 engagements "The work you do in private is the work you are rewarded for in public. Todays news is XX years in the making. $400M raised. Time to get back to work and work harder than ever" [X Link](https://x.com/HarryStebbings/status/1846188870452367543) 2024-10-15T13:58Z 311K followers, 680.3K engagements "7. Why Everyone is Wrong About Tiger Global Returns: Tiger's gonna end up much better than anyone thought. They got a big stake in Databricks. They were early into OpenAI and Scale. They will benefit from liquidation preferences and preferred stock. Love to hear your thoughts on this @honam @dafrankel @Jhovde2121 @bgurley @gokulr" [X Link](https://x.com/HarryStebbings/status/1987920388550963570) 2025-11-10T16:28Z 311K followers, 6467 engagements "In my career working in AI I have yet to meet a single AI person that ever felt like they had enough compute. Open-weight models is a tremendous source of geopolitical influence When Chinas government makes an all-nation commitment its a very powerful force I wouldnt underestimate. Shows like this are why I love what I do. My top X takeaways from one of the OGs of AI @AndrewYNg 👇 Spotify 👉 Youtube 👉 Apple Podcasts 👉 Timestamps: 00:00 Intro 01:04 What are the Biggest Bottlenecks in AI Today 09:31 How LLMs Can Be Used as a Geopolitical Weapon 15:07 Should AI Talent Really Be Paid Billions" [X Link](https://x.com/HarryStebbings/status/1990472838914945442) 2025-11-17T17:31Z 311K followers, 84.3K engagements "Vibe Coding Will Kill SaaS: " In a year or two; you'll get to a place where a lot of the current organizational tools that companies are using you could build your own version. It would make so much more sense to you as a buyer. The code will be yours the data will be us. You'll be able to adapt it to your needs. There's no one size fits all. There's no like feature bloat." Do you think vibe coding will kill a lot of the SaaS market in this way @dharmesh @nicolasosharp @zackkanter @carlrivera" [X Link](https://x.com/HarryStebbings/status/1993143099070333079) 2025-11-25T02:22Z 311K followers, 273.8K engagements "The Biggest Risk is Models Moving into the App Layer: " The models are becoming agentic. It's possible the model is all you need. Imagine if you wanted the model to update medical benefits information. If the model is agentic and it is integrated into the database; you don't need anything else in the middle." @jonsidd How do you stop yourself becoming a data repository which an agentic layer feeds off @nicolasosharp @Benioff @bhalligan @triekki @keithpeiris" [X Link](https://x.com/HarryStebbings/status/1995587455568019919) 2025-12-01T20:15Z 311K followers, 46.9K engagements "What is @mansourtarek_ biggest execution regret in how he scaled @Kalshi "I was too product-driven for too long. I was always like . it needs to grow really fast organically. Then we do more marketing and build a brand. I actually think you have to build both together. Brand you have to learn it. It's a muscle it is not something that you just turn on; it's something you have to embed in your company." Is build it and they will come total BS @awxjack @vladtenev @paulg @kevinbusque @im_roy_lee" [X Link](https://x.com/HarryStebbings/status/1998132223808069821) 2025-12-08T20:47Z 311K followers, 41K engagements "Two episodes into WeCrashed. Wow it is good. Wow it is a positive portrayal of Adam Neumann. Fascinated to see how they portray the rest" [X Link](https://x.com/HarryStebbings/status/1998160483573227566) 2025-12-08T22:39Z 311K followers, 16.3K engagements "Unpopular opinion: You cannot sell AI to large enterprises and expect usage and retention without an FDE model managing implementation and customisation. They will not buy and apply. The art is in implementation" [X Link](https://x.com/HarryStebbings/status/1998692970959151308) 2025-12-10T09:55Z 311K followers, 10.3K engagements
[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.]
@HarryStebbings Harry Stebbings
Harry Stebbings posts on X about ai, kalshi, $100m, $spot the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +96%
- X Months XXXXXXXXXX -XXXX%
- X Year XXXXXXXXXX +92%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +38%
- X Year XXXXX +1.70%
Followers: XXXXXXX #
- X Week XXXXXXX +0.39%
- X Month XXXXXXX +1.70%
- X Months XXXXXXX +11%
- X Year XXXXXXX +27%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% technology brands XXXXX% stocks XXXX% social networks XXXX% celebrities XXXX% vc firms #259 fashion brands XXXX% gaming XXXX% countries XXXX% travel destinations XXXX%
Social topic influence ai 8.47%, kalshi #69, $100m #72, $spot #2930, youtube 6.78%, if you 6.78%, $10bn #2, politics #3613, databricks #56, open ai XXXX%
Top accounts mentioned or mentioned by @jasonlk @rodriscoll @sadchineseman @honam @kalshi @mansourtarek @jonsidd @everettrandle @rabois @bgurley @destraynor @awxjack @scottdwitt @benktaytay @chetanp @absoluttig @altcap @dannyrimer @martinmignot @janatindex
Top assets mentioned Spotify Technology (SPOT) Microsoft Corp. (MSFT) Duolingo, Inc. Class A Common Stock (DUOL) Robinhood Markets, Inc. (HOOD)
Top Social Posts
Top posts by engagements in the last XX hours
"Of every fund of this vintage I would rather have Benchmarks portfolio than any other: Sierra ($10BN) Mercor ($10BN) Firework ($4BN) Legora ($2BN) Langchain ($1.3BN) Manus (one of most insane teams in AI) HeyGen ($80M ARR) Today it gets even better with @PaulErlanger @pseudosey joining the ranks built by @peterfenton @ericvishria @chetanp @sarahtavel @EverettRandle 🚀 LFG Team fomo"
X Link 2025-11-06T15:29Z 311K followers, 45.5K engagements
"The only podcast you have to listen to every week. No politics. Just tech. - Anthropic Raises $30BN from Microsoft and NVIDIA - NVIDIA Core Business Threatened by TPU - Sam Altman's "War Mode" Analysed - Sierra Hits $100M ARR: Justifies $10BN Price Spotify 👉 Youtube 👉 Podcasts 👉 My X takeaways with @jasonlk @rodriscoll👇 Timestamps: 00:00 Intro 01:05 Anthropic's $30BN Investment from Microsoft & NVIDIA 09:57 NVIDIA's Customer Concentration: Bull or Bear 21:27 Google vs. OpenAI: Sam Altman's "War Mode" Memo 35:25 Sierra Hits $100M ARR: Justify $10BN Price 45:45 Implementation is the Biggest"
X Link 2025-11-27T15:44Z 311K followers, 29.6K engagements
"Has anyone bought the Meta Oakley sports edition Reviews"
X Link 2025-12-06T15:27Z 311K followers, 17.5K engagements
"If you have a mega platform Write super collaborative checks You will absolutely crush the next decade in venture. Distribution matters. 😉"
X Link 2025-12-07T10:16Z 311K followers, 153K engagements
"If I was Nik I would have absolutely made the same decision. XX% holding of Revolut. Company will be worth $200BN without a doubt. $36BN position at that price. His cap gains bill alone would be $8BN-$10BN. Now in the UAE it will be $X. The Labour government has to realise we are in a global war for talent. Sad and mega loss for the UK"
X Link 2025-10-07T18:57Z 311K followers, 1.1M engagements
"6. The Biggest Investing Lesson from Peter Thiel: Peter creates incentive structures to test the conviction level of partners. For example you can personally invest alongside the fund in a deal you are leading. If you do not he will ask do you not feel your dollars will do better in this investment than the S&P Why put our LP dollars there if you will not What have been the single biggest investing takeaways for you from working with Peter @zebulgar @traestephens @absoluttig @rabois"
X Link 2025-11-10T16:28Z 311K followers, 7018 engagements
"3. Which Investor Is Not in Kalshi That Tarek Would Most Like to Have in Kalshi I have a lot of respect for @mickymalka @ Ribbit Capital. I have a lot of respect for Founders Fund & Altimeter. A lot of the crossover funds are also great. Fun one @nshalek @absoluttig @altcap @MeghanKReynolds What company are you not in that you would most like to be in"
X Link 2025-12-08T15:08Z 311K followers, XXX engagements
""Triple triple double double is dead. Going from $1M to $3M to $9M is not interesting. You have to go $1M to $15M to $100M." @chetanp @honam @rabois @jasonlk @bdeeter @ttunguz is triple triple double double dead Have our growth expectations changed forever"
X Link 2025-09-21T19:01Z 311K followers, 2.1M engagements
"Investors when you put down a term sheet as a lead for the round and you only commit to XX% or less of the round you are just showing a lack of commitment. That simple. Be bold"
X Link 2025-12-09T12:27Z 311K followers, 14.2K engagements
"I am booking new guests for 20VC. Who should I have on the show I want people who dont do the podcast tour who havent been on XX already and have something unique and different to say. Tag them below and I call you out in the show to thank you. X work your magic"
X Link 2024-05-16T00:05Z 310.6K followers, 94.2K engagements
"There is an astonishingly small amount of VCs in Europe who can write a $20M check at Series A and are actually good. Like can fit on one hand"
X Link 2025-09-20T20:34Z 310.9K followers, 27.3K engagements
"The only podcast you have to listen to every week. No politics. Just tech. - Sequoias Leadership Transition - Michael Burry Shorts NVIDIA and Palantir - Gamma Raises $100M at $2BN - Has Defensibility Died in a World of AI - Datadog Surges as Duolingo Plummets: What is Happening Spotify 👉 Youtube 👉 Apple Podcasts 👉 Timestamps: 00:00 Intro 01:06 Sequoia's Leadership Transition 07:31 Michael Burry's Big Short on Nvidia and Palantir 14:38 Gamma Raises $100M at a $2BN Valuation 28:39 Does Defensibility Exist Today When Copying is Easy 40:09 Should All Funds Be Way More Diversified 50:02 How to"
X Link 2025-11-13T15:23Z 310.9K followers, 35.1K engagements
"The minute I hear first and second close for an early stage funding round; I am out. Never a good sign"
X Link 2025-11-25T20:16Z 310.9K followers, 100.7K engagements
"@Viraj__Acharya @jakepaul Maybe we have already 😜"
X Link 2025-12-07T11:11Z 310.7K followers, XXX engagements
"In June 2008 Emergence invested $4M into Veeva Systems. On the day of Veevas IPO (April 2013) Emergence held a XXXX% stake. Veevas market cap today: $47.5BN. Wow"
X Link 2025-07-26T23:12Z 311K followers, 35.8K engagements
"Why Everyone is Wrong About Tiger Global Returns: "I think Tiger's gonna end up much better than anyone thought. They got a big stake in Databricks. They were early into OpenAI and Scale. They will benefit from liquidation preferences and preferred stock." @EverettRandle Love to hear your thoughts on this @honam @dafrankel @Jhovde2121 @bgurley @gokulr"
X Link 2025-11-11T02:25Z 311K followers, 37.2K engagements
"One of the most BS statements: You do not want people to join your company because of an investor that led the round. People want to grow and they want to make money. When Sequoia invests it is a massive stamp of approval that this company has the chance of growth more than others. It also suggests if they join they will grow personally and financially. Yes they need to have some passion for the problem but do not listen to this BS and people being motivated by other signals is not bad"
X Link 2025-12-06T14:28Z 311K followers, 21K engagements
"Kalshi is one of the fastest growing companies on the planet. Last week: - Raised $1BN at $11BN valuation - Partnered with CNN and CNBC This is Tareks only interview post this news. - How Polymarket made @Kalshi better - Is Kalshi just sports betting with a new label - The future of prediction markets - Messi investing in Kalshi Spotify 👉 Youtube 👉 Apple Podcasts 👉 Spice laughter and my X takeaways with @mansourtarek_ 👇 Timestamps: 00:00 Intro 00:56 Why Did Kalshi Need to Raise $1BN 08:35 Why is Kalshi vs Polymarket Such a Fierce Rivalry 20:48 The Future of Prediction Markets 24:04 Why"
X Link 2025-12-08T15:08Z 311K followers, 12.2K engagements
"2. I Wish We Had Built Brand and Marketing Sooner My old mindset: Build a great product & people will come. We can do more marketing later. Your product will never be perfect & brand is a muscle you have to learn. You need to do both: Build a great product & a great marketing engine at the same time. Is build a great product and they will come outdated @paulg @im_roy_lee @vxanand"
X Link 2025-12-08T15:08Z 311K followers, XXX engagements
"@stevenjr76 Then use your network and bring the rest of the round with you. Dont put the onus on the founders to find the rest"
X Link 2025-12-09T12:58Z 311K followers, XXX engagements
"Which Celebrity Would @mansourtarek_ Most Want To Invest in @Kalshi: "Messi. He is the greatest athlete of all time. He has made it. He has become rich and famous and all he cares about is getting on the pitch and winning. It was never about anything other than soccer for him and you can feel that." If you could have one celebrity investor that you do not have who would it be and why @karimatiyeh @alexanderwill @ScottWu46 @destraynor"
X Link 2025-12-09T22:03Z 311K followers, 4775 engagements
"In 2015 Matrix Partners signed a term sheet to buy XX% of Airwallex for $2M. However they pulled the signed term sheet. Today that $2M would be worth $1.24BN. One of the most costly mistakes in recent VC times"
X Link 2025-05-26T17:24Z 311K followers, 68.7K engagements
"I am really sorry but in the year 2025 the idea of putting OOO on email autoresponder is insane. You have a phone keep emailing. 😂"
X Link 2025-06-17T21:55Z 311K followers, 220.8K engagements
"Index Ventures are the most impressive firm in venture today. They have more partners who have picked fund returners than any other firm. Figma ($59BN): @dannyrimer Revolut ($75BN): @martinmignot Adyen ($44BN) + Robinhood ($82BN): @janatindex Scale (14.9BN): @mavolpi Wiz ($32BN): @shardul_shah Datadog ($46BN): @shardul_shah @bdalle Roblox ($86BN): @narimer Total $XXXXX billion 😎 Top X performers spread across X different partners. X of the X have been investing at Index for more than XX years. This is a team sport. Go long"
X Link 2025-08-03T16:51Z 310.9K followers, 101.3K engagements
"Why $30BN for Cursor Is A Good Deal: "The pro side is revenue and revenue growth rate. If something's gone from $1-$100M in a year and then $100M to $1BN this year with Newton's laws of motion it is going to $3BN-$4BN next year." Suddenly you're in this thing at XX times NTM revenues." Legit question when you do Cursor at $29BN what do you underwrite to @Mkclements @LucasSwisher1 @sarahdingwang @thulme"
X Link 2025-11-20T18:00Z 311K followers, 67.6K engagements
"SaaS is Over: " SaaS apps were built at a time when software was relatively hard to build. Now many of these AI applications are easy to build on top of these LLMs. Most companies will start building custom software super easily." @jonsidd Love to hear your thoughts on this @destraynor @dharmesh @craigzLiszt @jasonlk @FabianHedin @spenserskates"
X Link 2025-12-01T16:25Z 311K followers, 300.5K engagements
"You are 200x more likely to get into Harvard University than you are get a job at ElevenLabs. 180000 people applied for jobs at ElevenLabs in the first X months of 2025. Just XXXXX% of people who apply get a job. Insane 🤯"
X Link 2025-12-01T18:20Z 311K followers, 222K engagements
"Today I interviewed a $50BN founder for 20VC. In the post interview chat I mentioned a company we are leading the seed round for. The $50BN founder asked to angel invest and be a lighthouse customer for them. How media can drive a fund is just insane"
X Link 2025-12-03T22:12Z 311K followers, 30.2K engagements
"The only podcast you have to listen to every week. No politics. Just tech. - Thrive & OpenAI Partnership - Eventbrite Acquired for $500M - Databricks Raising $5BN at $134BN Valuation: Cheap or Not - Why SaaS is Like Japan and The TAM Trap in Software Spotify 👉 Youtube 👉 Apple Podcasts 👉 My X takeaways with @jasonlk and @rodriscoll👇 Timestamps: 00:00 Intro 01:01 Thrive and OpenAI Partnership 04:07 Databricks Raising $5BN at $134BN Valuation: Cheap or Not 20:41 Eventbrite Acquired by Bending Spoons for $500M 23:02 Pagerduty's $1BN Market Cap Just 2x Revenue 26:37 The TAM Trap: Why SaaS Is"
X Link 2025-12-04T15:03Z 311K followers, 11K engagements
"@m2jr Always welcome to join me and mama in London"
X Link 2025-12-07T17:23Z 311K followers, XXX engagements
"@Kieranleehill @awxjack @airwallex What do they say about real Gs and lasagne 🤣"
X Link 2025-12-08T18:25Z 311K followers, 2177 engagements
"I am weird with meetings: Call: what do you want Why is this more than X mins Walk: we have all the time in the world. Tell me about your childhood trauma. Tale of two worlds"
X Link 2025-12-09T14:32Z 311K followers, 33.5K engagements
"How @Polymarket @shayne_coplan Made @Kalshi @mansourtarek_ Raise Their Game: " An industry truly becomes an industry when there's a rivalry. Without Polymarket we wouldn't have pushed our marketing and pushed our product as hard. Without us they wouldn't have pushed their marketing and their product and maybe also without us the regulatory piece that we've unlocked as hard. And so that sort of infighting I think is going to push both of us to scale this industry and reach heights that we honestly wouldn't have been able to otherwise." Love to hear your thoughts on this @NTmoney @mwseibel"
X Link 2025-12-09T16:30Z 311K followers, 5971 engagements
"The work you do in private is the work you are rewarded for in public. Todays news is XX years in the making. $400M raised. Time to get back to work and work harder than ever"
X Link 2024-10-15T13:58Z 311K followers, 680.3K engagements
"7. Why Everyone is Wrong About Tiger Global Returns: Tiger's gonna end up much better than anyone thought. They got a big stake in Databricks. They were early into OpenAI and Scale. They will benefit from liquidation preferences and preferred stock. Love to hear your thoughts on this @honam @dafrankel @Jhovde2121 @bgurley @gokulr"
X Link 2025-11-10T16:28Z 311K followers, 6467 engagements
"In my career working in AI I have yet to meet a single AI person that ever felt like they had enough compute. Open-weight models is a tremendous source of geopolitical influence When Chinas government makes an all-nation commitment its a very powerful force I wouldnt underestimate. Shows like this are why I love what I do. My top X takeaways from one of the OGs of AI @AndrewYNg 👇 Spotify 👉 Youtube 👉 Apple Podcasts 👉 Timestamps: 00:00 Intro 01:04 What are the Biggest Bottlenecks in AI Today 09:31 How LLMs Can Be Used as a Geopolitical Weapon 15:07 Should AI Talent Really Be Paid Billions"
X Link 2025-11-17T17:31Z 311K followers, 84.3K engagements
"Vibe Coding Will Kill SaaS: " In a year or two; you'll get to a place where a lot of the current organizational tools that companies are using you could build your own version. It would make so much more sense to you as a buyer. The code will be yours the data will be us. You'll be able to adapt it to your needs. There's no one size fits all. There's no like feature bloat." Do you think vibe coding will kill a lot of the SaaS market in this way @dharmesh @nicolasosharp @zackkanter @carlrivera"
X Link 2025-11-25T02:22Z 311K followers, 273.8K engagements
"The Biggest Risk is Models Moving into the App Layer: " The models are becoming agentic. It's possible the model is all you need. Imagine if you wanted the model to update medical benefits information. If the model is agentic and it is integrated into the database; you don't need anything else in the middle." @jonsidd How do you stop yourself becoming a data repository which an agentic layer feeds off @nicolasosharp @Benioff @bhalligan @triekki @keithpeiris"
X Link 2025-12-01T20:15Z 311K followers, 46.9K engagements
"What is @mansourtarek_ biggest execution regret in how he scaled @Kalshi "I was too product-driven for too long. I was always like . it needs to grow really fast organically. Then we do more marketing and build a brand. I actually think you have to build both together. Brand you have to learn it. It's a muscle it is not something that you just turn on; it's something you have to embed in your company." Is build it and they will come total BS @awxjack @vladtenev @paulg @kevinbusque @im_roy_lee"
X Link 2025-12-08T20:47Z 311K followers, 41K engagements
"Two episodes into WeCrashed. Wow it is good. Wow it is a positive portrayal of Adam Neumann. Fascinated to see how they portray the rest"
X Link 2025-12-08T22:39Z 311K followers, 16.3K engagements
"Unpopular opinion: You cannot sell AI to large enterprises and expect usage and retention without an FDE model managing implementation and customisation. They will not buy and apply. The art is in implementation"
X Link 2025-12-10T09:55Z 311K followers, 10.3K engagements