# ![@Trace_Cohen Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::13955342.png) @Trace_Cohen Trace Cohen

Trace Cohen posts on X about ai, ipo, vcs, $1b the most. They currently have [---------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::13955342/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::13955342/c:line/m:interactions.svg)

- [--] Week [-------] +158%
- [--] Month [---------] +84%
- [--] Months [---------] +48%
- [--] Year [---------] -32%

### Mentions: [--] [#](/creator/twitter::13955342/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::13955342/c:line/m:posts_active.svg)

- [--] Week [---] +13%
- [--] Month [---] +82%
- [--] Months [-----] +133%
- [--] Year [-----] +32%

### Followers: [---------] [#](/creator/twitter::13955342/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::13955342/c:line/m:followers.svg)

- [--] Week [------] +0.64%
- [--] Month [------] +2.30%
- [--] Months [------] +9.80%
- [--] Year [------] +19%

### CreatorRank: [-------] [#](/creator/twitter::13955342/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::13955342/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  26.64% [technology brands](/list/technology-brands)  13.51% [stocks](/list/stocks)  9.27% [vc firms](/list/vc-firms)  #43 [social networks](/list/social-networks)  2.32% [countries](/list/countries)  1.93% [cryptocurrencies](/list/cryptocurrencies)  1.16% [celebrities](/list/celebrities)  0.77% [automotive brands](/list/automotive-brands)  0.39%

**Social topic influence**
[ai](/topic/ai) 11.97%, [ipo](/topic/ipo) #685, [vcs](/topic/vcs) #3609, [$1b](/topic/$1b) #56, [open ai](/topic/open-ai) #1775, [investment](/topic/investment) 4.25%, [kleiner perkins](/topic/kleiner-perkins) #7, [$100m](/topic/$100m) #46, [$25m](/topic/$25m) #90, [sequoia capital](/topic/sequoia-capital) #15

**Top accounts mentioned or mentioned by**
[@alex](/creator/undefined) [@pitdesi](/creator/undefined) [@realajedelman](/creator/undefined) [@israelbobsled](/creator/undefined) [@tracecohen](/creator/undefined) [@axios](/creator/undefined) [@nikitabier](/creator/undefined) [@fidogs](/creator/undefined) [@capitalone](/creator/undefined) [@brexhq](/creator/undefined) [@joevezz](/creator/undefined) [@vercel](/creator/undefined) [@claudeai](/creator/undefined) [@jasonrshuman](/creator/undefined) [@danprimack](/creator/undefined) [@sjcizmar](/creator/undefined) [@pitchbook](/creator/undefined) [@asanwal](/creator/undefined) [@shakeorgetbaked](/creator/undefined) [@elonmusk](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Capital One Financial Corp. (COF)](/topic/$cof) [Mastercard, Inc. (MA)](/topic/$ma) [Pinterest, Inc. (PINS)](/topic/$pins)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@vkhosla Just buy a @fi_dogs smart dog collar that has GPS etc"  
[X Link](https://x.com/Trace_Cohen/status/2020866850117026096)  2026-02-09T14:26Z 23K followers, [--] engagements


"Whatttttt I get it but ok. "Adobe $ADBE agreed to buy marketing SaaS Semrush $SEMR for $1.9B" Automate SEO and content Forecast traffic revenue and ROI Optimize for AI search"  
[X Link](https://x.com/Trace_Cohen/status/1991176348652405037)  2025-11-19T16:06Z 22.9K followers, [---] engagements


"Big VC funds are happy to over pay to win the deal. Whats an extra 63%-171% between friends"  
[X Link](https://x.com/Trace_Cohen/status/2009835377058546017)  2026-01-10T03:51Z 22.9K followers, [----] engagements


"Databricks will IPO next year at $200B+ and return almost 50% of all @a16z NAV. Basically will make $20B+ from it and add 1/3 more to their total EV created since 2009"  
[X Link](https://x.com/Trace_Cohen/status/2010085139880321455)  2026-01-10T20:23Z 22.9K followers, 51K engagements


"EquipmentShare $EQPT just filed their IPO at $6.7B [----] revenue: $3.8B up 47% YoY 9M [----] revenue: $2.8B up 27% YoY [----] net income: $2.4M 9M [----] net loss: $25M improved from $47M YoY Adjusted EBITDA (9M 2025): $423M Highly capital-intensive model with significant ongoing fleet capex and depreciation Software/telematics strategically important but still 12% of revenue https://twitter.com/i/web/status/2011097469992485278 https://twitter.com/i/web/status/2011097469992485278"  
[X Link](https://x.com/Trace_Cohen/status/2011097469992485278)  2026-01-13T15:26Z 22.8K followers, [----] engagements


"So Figma $fig is down 75% since this tweet And the lockup expires in a few weeks. Basically VCs and employees have watched every day as billions in value disappeared. What can we do about this Figma IPO returns 🔥 💡 Index Ventures $3.8M $7.2B [----] 🚀 Greylock Partners $14M $6.7B [---] 🎯 Kleiner Perkins $25M $6B [---] 🏆 Sequoia Capital $40M $1.1B [--] 📈 Andreessen Horowitz (a16z) $50M $1.5B [--] 💼 Durable Capital $200M $1.4B Figma IPO returns 🔥 💡 Index Ventures $3.8M $7.2B [----] 🚀 Greylock Partners $14M $6.7B [---] 🎯 Kleiner Perkins $25M $6B [---] 🏆 Sequoia Capital $40M $1.1B [--] 📈 Andreessen"  
[X Link](https://x.com/Trace_Cohen/status/2012375390195433956)  2026-01-17T04:04Z 22.8K followers, 109.4K engagements


"Saw a Betterment commercial so checked in on Wealthfront $wlth 😅 Luckily in [----] they were only valued at $1.3B"  
[X Link](https://x.com/Trace_Cohen/status/2012639218854465572)  2026-01-17T21:32Z 22.9K followers, [----] engagements


"Whattttt Brex acquired for $5.15B by Capital One $cof down from $12.3B in [----] 50/50 cash stock too. Makes sense but dang though they started on [----]. I hope they take care of employees (my friends) who joined post 2021"  
[X Link](https://x.com/Trace_Cohen/status/2014453079857377629)  2026-01-22T21:40Z 22.9K followers, 34.8K engagements


"Fintech history lesson $cof For most of its history Capital One was a strong operator but structurally constrained. They were good at underwriting marketing and technology. But like most banks their cards ran on networks they did not own. Visa and Mastercard control the payment rails. They are the infrastructure layer. Every transaction flows through them and they collect network fees along the way. American Express is different because it owns both the cardholder relationship and the network. That vertical integration lets Amex keep more economics and control the full stack. Capital One did"  
[X Link](https://x.com/Trace_Cohen/status/2014461633184022565)  2026-01-22T22:14Z 22.9K followers, [----] engagements


"@realajedelman @israelbobsled @NBCOlympics Truly amazing story - Israel can do anything #shulrunnings @noatishby @EylonALevy @MichaelRapaport @LizzySavetsky @HilzFuld @BillAckman"  
[X Link](https://x.com/Trace_Cohen/status/2015400823837126889)  2026-01-25T12:26Z 22.9K followers, [----] engagements


"So basically $pins $ttd need to get acquired by big Ai labs"  
[X Link](https://x.com/Trace_Cohen/status/2016194833002414122)  2026-01-27T17:01Z 22.8K followers, [----] engagements


"Yes they should IPO sooner but their business models sadly arent fully baked yet and theyre losing too much money. 1) Anthropic losing $15B and OAi around $30B a year would get destroyed by analysts 2) private capital is cheaper and more forgiving - quarterly earnings would inhibit innovation and risk 3) this is a systemic startup VC problem over the last decade bc of [--] and [--] that time to liquidity is longer. VCs now need to stuff them with as much capital as they can 4) being public is really tough - you should know that better than most as one of the greatest comeback stocks of all time."  
[X Link](https://x.com/Trace_Cohen/status/2016493456500142398)  2026-01-28T12:47Z 22.8K followers, [---] engagements


"Why Did @CapitalOne Just Spend $5B+ to Buy @brexHQ The quiet battle for the future of digital payment rails Read and learn more in the next week with the link"  
[X Link](https://x.com/Trace_Cohen/status/2016524066983641443)  2026-01-28T14:49Z 22.9K followers, [---] engagements


"@brandon @brexHQ @CapitalOne Yep totally agree https://x.com/Trace_Cohen/status/2016520344954122386s=20 https://t.co/8osU3v67U3 https://x.com/Trace_Cohen/status/2016520344954122386s=20 https://t.co/8osU3v67U3"  
[X Link](https://x.com/Trace_Cohen/status/2016562060289622327)  2026-01-28T17:20Z 22.8K followers, [---] engagements


"Why Did Capital One Just Spend $5B+ to Buy Brex The quiet battle for the future of digital payment rails. Quick history lesson and industry dynamics https://startupstechvc.beehiiv.com/p/why-did-capital-one-just-spend-5b-to-buy-brex https://startupstechvc.beehiiv.com/p/why-did-capital-one-just-spend-5b-to-buy-brex"  
[X Link](https://x.com/Trace_Cohen/status/2016880406696468580)  2026-01-29T14:25Z 22.9K followers, [---] engagements


"Next major sub $10B acq Mercury Carta Zapier Perplexity Airtable clickup https://docs.google.com/spreadsheets/d/1hMGZGcY72XiQBfssSy1_67x46hQOxbj7/editusp=drivesdk&ouid=112324088558026710776&rtpof=true&sd=true https://docs.google.com/spreadsheets/d/1hMGZGcY72XiQBfssSy1_67x46hQOxbj7/editusp=drivesdk&ouid=112324088558026710776&rtpof=true&sd=true"  
[X Link](https://x.com/Trace_Cohen/status/2017202748396093781)  2026-01-30T11:46Z 22.8K followers, [----] engagements


"@InvestingVisual Selling begets more selling. Most are great companies"  
[X Link](https://x.com/Trace_Cohen/status/2017264565453484375)  2026-01-30T15:52Z 22.9K followers, [---] engagements


"SpaceX IPO will be 10x oversubscribed OpenAi IPO will be 10x oversubscribed Anthropic IPO will be 10x oversubscribed Databricks IPO will be 10x oversubscribed Thats probably $1T in interest and $4T market cap that will pop 100% day one"  
[X Link](https://x.com/Trace_Cohen/status/2017586919933116816)  2026-01-31T13:13Z 22.9K followers, 30.4K engagements


"@pedroh96 Favorite cut of steak Visa Mastercard discovery - how will that work What can you do now that you couldnt before EU license"  
[X Link](https://x.com/Trace_Cohen/status/2017631178673504483)  2026-01-31T16:08Z 22.9K followers, [---] engagements


"@joevezz I dont use slack How do I use WhatsApp to do it"  
[X Link](https://x.com/Trace_Cohen/status/2017719333254832318)  2026-01-31T21:59Z 22.8K followers, [--] engagements


"Whatever is the make useful - less about data storage and more about easy hassle free. Can it find all my data for me from all sources be proactive make connections reach out and auto update Salesforce HubSpot etc are enterprise grade and can only acquire one of the startups. The others will be product line extensions on their own cant image any to IPO as of now https://twitter.com/i/web/status/2018407056529633634 https://twitter.com/i/web/status/2018407056529633634"  
[X Link](https://x.com/Trace_Cohen/status/2018407056529633634)  2026-02-02T19:31Z 22.9K followers, [---] engagements


"Why wont anyone tell me what is actually using $8.4T in stablecoins I assume mostly random useless coins on chain that doesnt equate to anything in real life fintech. Visa said they only did $8B so what is doing 1000x that According to @artemis USDC processed more than $8.4 trillion in transactions in January out of a total of $10T int he market. According to @artemis USDC processed more than $8.4 trillion in transactions in January out of a total of $10T int he market"  
[X Link](https://x.com/Trace_Cohen/status/2018517000621047920)  2026-02-03T02:48Z 22.8K followers, [----] engagements


"@pitdesi No one else wants the job. turning around an old fintech"  
[X Link](https://x.com/Trace_Cohen/status/2018736948035121237)  2026-02-03T17:22Z 22.9K followers, [----] engagements


"Tip for @vercel - ask it to quiz you as you go and it will create multiple choice questions for you to answer"  
[X Link](https://x.com/Trace_Cohen/status/2018742566603370955)  2026-02-03T17:45Z 22.8K followers, [---] engagements


"If enterprise was using Ai they would ship a lot faster. Still takes them months to a year to do anything. Their old infra is not compatible and the people building have no incentive to even try harder. Ai + corporate + quarterly earnings 😅"  
[X Link](https://x.com/Trace_Cohen/status/2019025518012583951)  2026-02-04T12:29Z 22.9K followers, [---] engagements


"When did Google launch a Zapier competitor"  
[X Link](https://x.com/Trace_Cohen/status/2019066146025054381)  2026-02-04T15:10Z 22.8K followers, [----] engagements


"So happy I invest in Vertical Ai and not B2B enterprise SaaS"  
[X Link](https://x.com/Trace_Cohen/status/2019201115225747550)  2026-02-05T00:07Z 22.8K followers, [---] engagements


"Ai is crazy Building apps with @rork_app Building platforms with @claudeai @vercel Build data and analytics with @GeminiApp @OpenAI Was impossible 3yrs ago. https://docs.google.com/spreadsheets/d/1RVM9bcIJWGAigyiHac8wyHMsGQw8XVd0faqXDyn-Xug/editusp=sharing https://vc-meeting-os-frontend.vercel.app/ https://apps.apple.com/us/app/super-smart-math-learning/id6758162811 https://docs.google.com/spreadsheets/d/1RVM9bcIJWGAigyiHac8wyHMsGQw8XVd0faqXDyn-Xug/editusp=sharing https://vc-meeting-os-frontend.vercel.app/ https://apps.apple.com/us/app/super-smart-math-learning/id6758162811"  
[X Link](https://x.com/Trace_Cohen/status/2019229992899736010)  2026-02-05T02:02Z 22.8K followers, [---] engagements


"@SahilBloom Who a few these people Parenting is hard but you have to play with them - just their smile and laugh are enough"  
[X Link](https://x.com/Trace_Cohen/status/2019242096818024666)  2026-02-05T02:50Z 22.8K followers, [---] engagements


"@alex Thanks was fun to make"  
[X Link](https://x.com/Trace_Cohen/status/2019424504347492489)  2026-02-05T14:54Z 22.8K followers, [--] engagements


"Just made an update [--]. Percentile Distribution Chart - An interactive line chart that shows the complete performance distribution curve from 0th to 100th percentile [--]. Competitive Intelligence Dashboard - A comprehensive analytics section featuring year-over-year benchmark comparison cards https://twitter.com/i/web/status/2019546005235016148 https://twitter.com/i/web/status/2019546005235016148"  
[X Link](https://x.com/Trace_Cohen/status/2019546005235016148)  2026-02-05T22:57Z 22.8K followers, [----] engagements


"I cant wait for stocks to be tokenized and the market to be open 24/7/365"  
[X Link](https://x.com/Trace_Cohen/status/2019593711215341647)  2026-02-06T02:07Z 22.8K followers, [---] engagements


"Woooo so cool I love vibe coding ideas app and platforms in a few hours - this is the best things for my ADHD :) @Trace_Cohen Love this. Great work. https://t.co/bdgstlZR7g @Trace_Cohen Love this. Great work. https://t.co/bdgstlZR7g"  
[X Link](https://x.com/Trace_Cohen/status/2019594140494020781)  2026-02-06T02:08Z 22.8K followers, [----] engagements


"@JasonrShuman @claudeai I live life between [--] hour windows now every time I hit my limit. Im on pro now just to test and play around. Will upgrade to next level once I figure out my set up and plan out my next bigger project. Its all in the terminal too old school"  
[X Link](https://x.com/Trace_Cohen/status/2019757969655628232)  2026-02-06T12:59Z 22.8K followers, [--] engagements


"Can we just abolish quarterly earnings analyst estimates They are so outdated. Double beat and guidance raise 📉 Miss and blah blah 📈 Analyst missed Amazon capex by $55B Like there must be something else"  
[X Link](https://x.com/Trace_Cohen/status/2019773163643552083)  2026-02-06T14:00Z 22.8K followers, [---] engagements


"What OpenAi thinks I look like"  
[X Link](https://x.com/Trace_Cohen/status/2019780881229991980)  2026-02-06T14:31Z 22.8K followers, [---] engagements


"lol Ai "I see the issue The chart is generating fake 0th and 100th percentile values through rough estimation and interpolation which doesn't reflect the actual data sources. The benchmark data only provides P25 P50 (median) P75 and P90 - and we should only plot what we actually have" Just pushed update :) https://twitter.com/i/web/status/2019794723519537360 https://twitter.com/i/web/status/2019794723519537360"  
[X Link](https://x.com/Trace_Cohen/status/2019794723519537360)  2026-02-06T15:26Z 22.8K followers, [--] engagements


"@AdamMilstein Wooo lets go @realajedelman @israelbobsled #shulrunnings"  
[X Link](https://x.com/Trace_Cohen/status/2019894112980283667)  2026-02-06T22:00Z 22.8K followers, [--] engagements


"@bilawalsidhu Amazing tech met the team Steve and Mark a year ago - really impressive. Business model was tough bc of all the IP media distribution etc I hope they figured it out"  
[X Link](https://x.com/Trace_Cohen/status/2019978691804278892)  2026-02-07T03:37Z 22.8K followers, [---] engagements


"4000+ startups announced $400B+ funding in [----] covered by @axios @danprimack @StrictlyVC @Cookie @harris I spent a lot of time to clean it up 90% ish last 10% is exponential. Then just turned it into a searchable/interactive dashboard below https://2025startupfunding.vercel.app/ I pulled together a master [----] VC funding dataset across @axios @danprimack @StrictlyVC @Cookie and @harris [----] startups $170B+ in funding [----] unique investors Facts and link below https://2025startupfunding.vercel.app/ I pulled together a master [----] VC funding dataset across @axios @danprimack @StrictlyVC"  
[X Link](https://x.com/Trace_Cohen/status/2020169658415157712)  2026-02-07T16:15Z 22.9K followers, [----] engagements


"@buccocapital They need to buy ASAP - tech and talent - before they run out of cash and their stocks keep going down https://startupstechvc.beehiiv.com/p/enterprises-now-have-to-buy-because-they-can-t-build https://startupstechvc.beehiiv.com/p/enterprises-now-have-to-buy-because-they-can-t-build"  
[X Link](https://x.com/Trace_Cohen/status/2020173699031396572)  2026-02-07T16:31Z 22.8K followers, [---] engagements


"Unicorn Tracker 🦄 - Billion dollar startups across New York & San Francisco 100+ startups in NY and SF worth $1.5T+ that raised $260B+ (data needs a few updates) By City industry Investors and Year https://v0-unicorns-ny-sf.vercel.app/ https://v0-unicorns-ny-sf.vercel.app/"  
[X Link](https://x.com/Trace_Cohen/status/2020247090757267885)  2026-02-07T21:23Z 22.9K followers, [----] engagements


"Lets be clear vibe coding Claude in the terminal etc isn't for 99% of people. First set up learning it then prompting outside in claude/gpt giving it access to vercel for front end supabase for database then setting up OAuth through google cloud (horrible UX). Not easy"  
[X Link](https://x.com/Trace_Cohen/status/2020247611035578385)  2026-02-07T21:25Z 22.9K followers, [----] engagements


"@nbobba Yes and especially in specific industries that you cant just vibe code and require expert knowledge connections and unfair advantages. Fintech defense energy supply chain cyber etc"  
[X Link](https://x.com/Trace_Cohen/status/2020274730721329592)  2026-02-07T23:13Z 22.9K followers, [----] engagements


"SPV MATH - Anthropic at $350B val If you invest $100k today at $350B valuation into a double layer SPV Layer [--] - 5% one time fee 1% annual fee 20% carry Layer [--] - 10% one time fee 1% annual fee 10% carry They need to 3x for you to 2x https://v0-will-spv-make-money.vercel.app/ https://v0-will-spv-make-money.vercel.app/"  
[X Link](https://x.com/Trace_Cohen/status/2020290338225795088)  2026-02-08T00:15Z 22.9K followers, 11.4K engagements


"@thogge @RobinhoodApp @AmericanExpress All for the 3% back Anything else"  
[X Link](https://x.com/Trace_Cohen/status/2020313667422810576)  2026-02-08T01:48Z 22.9K followers, [----] engagements


"@nikitabier What prompt one shotted Please improve searching my tweets and likes"  
[X Link](https://x.com/Trace_Cohen/status/2020336593731776906)  2026-02-08T03:19Z 22.9K followers, [---] engagements


"Least disrupt able by Ai - many of which Im investing in 1.Defense & National Security & Power Infrastructure 3.Core Financial Infrastructure 4.Industrial & Defense-Grade Cybersecurity Chain Logistics & Physical Trade 6.Aerospace & Aviation Systems Infrastructure 8.Advanced Manufacturing & Heavy Industry 9.Telecommunications & Network Operations 10.Government & Public Sector Systems http://7.Healthcare http://5.Supply http://2.Energy http://5.Supply http://2.Energy https://t.co/PzrrWPXUe1 http://7.Healthcare http://5.Supply http://2.Energy http://5.Supply http://2.Energy"  
[X Link](https://x.com/Trace_Cohen/status/2020350745510326606)  2026-02-08T04:15Z 22.9K followers, [----] engagements


"@GadSaad The team will persevere @realajedelman @israelbobsled #ShulRunnings Anyone can donate here to support them https://www.zeffy.com/en-US/donation-form/shul-runnings-send-israel-bobsled-to-the-olympic-games https://www.zeffy.com/en-US/donation-form/shul-runnings-send-israel-bobsled-to-the-olympic-games"  
[X Link](https://x.com/Trace_Cohen/status/2020352018057986332)  2026-02-08T04:20Z 22.9K followers, [---] engagements


"Woooo lets go Team USA and Israel #ShulRunnings I'm cheering all USA for the Olympics but after USA takes Gold in bobsled I'm hoping for "Shul Runnings" from Israel to get the Silver This is a great video I'm cheering all USA for the Olympics but after USA takes Gold in bobsled I'm hoping for "Shul Runnings" from Israel to get the Silver This is a great video"  
[X Link](https://x.com/Trace_Cohen/status/2020480656879271973)  2026-02-08T12:51Z 22.9K followers, [---] engagements


"@pitdesi Yep like crypto to web3 and assistant to chief of staff. Creator economy future of work etc eh"  
[X Link](https://x.com/Trace_Cohen/status/2020612522752266483)  2026-02-08T21:35Z 22.9K followers, [---] engagements


"Still new ish but Claude Codex in the terminal right now. Claude will do and take anything - api keys etc and figure it out Codex keeps telling me stop sharing xyz and reset it I wont accept it. Not secure"  
[X Link](https://x.com/Trace_Cohen/status/2020626584864973102)  2026-02-08T22:31Z 22.9K followers, [---] engagements


"@SJCizmar @AIN_ventures @CapitalAlso @Lux_Capital 🫡"  
[X Link](https://x.com/Trace_Cohen/status/2020628849856229735)  2026-02-08T22:40Z 22.9K followers, [---] engagements


"Were so SaaS back BREAKING: Gold officially reclaims $5000/oz and silver rises back into $80/oz. Another wild week is ahead of us. https://t.co/O2yb31wqdN BREAKING: Gold officially reclaims $5000/oz and silver rises back into $80/oz. Another wild week is ahead of us. https://t.co/O2yb31wqdN"  
[X Link](https://x.com/Trace_Cohen/status/2020678256412741716)  2026-02-09T01:56Z 22.9K followers, [---] engagements


"Any stats on how stocks of companies that run superbowl ads perform the day and week after"  
[X Link](https://x.com/Trace_Cohen/status/2020679030849122319)  2026-02-09T01:59Z 22.9K followers, [---] engagements


"@litcapital I give Marc the most credit for trying Big SaaS needs to BUY amazing Ai talent and tech with their declining cash and stock prices. Im so shocked at how few acquisitions there are. Whats their biz dev team doing The execs need to push it and stop being afraid / normal corporate life. The top Ai labs will Big SaaS needs to BUY amazing Ai talent and tech with their declining cash and stock prices. Im so shocked at how few acquisitions there are. Whats their biz dev team doing The execs need to push it and stop being afraid / normal corporate life. The top Ai labs will"  
[X Link](https://x.com/Trace_Cohen/status/2020688072397205611)  2026-02-09T02:35Z 22.9K followers, [----] engagements


"Using Claude in the terminal to build a VC OS platform - got a v1 working pretty good so starting working on v2. Decided to try Codex didnt really work out broke V2 and went back to Claude which is now fixing it. Ai is fun"  
[X Link](https://x.com/Trace_Cohen/status/2020949813542650173)  2026-02-09T19:55Z 22.9K followers, [---] engagements


"The paradoxical irony of AI is that everyone wants SaaS companies to launch new AI products when in reality they dont need to. The real value is embedding AI into existing products in ways that make them materially better. That shows up as higher revenue lower costs or stronger retention. That impact does surface in earnings but it takes time. Investors keep waiting for a splashy AI product announcement when in many cases the most meaningful AI work is happening quietly inside the business. Meta is a good example. Its internal AI systems have transformed ad efficiency targeting and"  
[X Link](https://x.com/Trace_Cohen/status/2020990633268191459)  2026-02-09T22:38Z 22.9K followers, [---] engagements


"@JaredSleeper American Express 75000+"  
[X Link](https://x.com/Trace_Cohen/status/2021069743617343736)  2026-02-10T03:52Z 22.9K followers, [----] engagements


"OK fine Fund vs SPV vibe coding in the works - harder than I expected but getting there"  
[X Link](https://x.com/Trace_Cohen/status/2021252900354191717)  2026-02-10T16:00Z 22.9K followers, [---] engagements


"@alex Hah just a form + dashboard for now. What Ai is good at making games"  
[X Link](https://x.com/Trace_Cohen/status/2021260241011183753)  2026-02-10T16:29Z 22.9K followers, [--] engagements


"RT @Trace_Cohen: http://x.com/i/article/2021612857360592896 http://x.com/i/article/2021612857360592896"  
[X Link](https://x.com/anyuser/status/2021648798855082325)  2026-02-11T18:13Z 22.9K followers, [--] engagements


"If you never want to lose your dog just buy a @fi_dogs smart dog collar with built in GPS"  
[X Link](https://x.com/Trace_Cohen/status/2020867882914021561)  2026-02-09T14:30Z 23K followers, [---] engagements


"Pro sales tip selling to people in another city/state - never make them feel like youre traveling just for them. You just happen to be in their city (not true) and would love to stop by when Im in town"  
[X Link](https://x.com/Trace_Cohen/status/2021954636945457263)  2026-02-12T14:28Z 23K followers, [----] engagements


"@ShashankUdupa1 Yes the valuation is way up but the share price might be "only" 20x I'm hearing - lots of dilution SBC etc"  
[X Link](https://x.com/Trace_Cohen/status/2022429999329124665)  2026-02-13T21:57Z 23K followers, [---] engagements


"Updated with another benchmark Cambridge Associates (data as of Sept 2025) that starts in [----] https://v0-vc-fund-benchmarking.vercel.app/ VC Fund Performance Benchmarking Compare your fund performance against Carta PitchBook and Aduro Advisors benchmarks https://t.co/P3X3BTUQqb https://v0-vc-fund-benchmarking.vercel.app/ VC Fund Performance Benchmarking Compare your fund performance against Carta PitchBook and Aduro Advisors benchmarks https://t.co/P3X3BTUQqb"  
[X Link](https://x.com/Trace_Cohen/status/2020986846164185234)  2026-02-09T22:23Z 23K followers, 18.7K engagements


"https://pitchbook.com/news/reports/2025-annual-us-vc-valuations-and-returns-report https://pitchbook.com/news/reports/2025-annual-us-vc-valuations-and-returns-report"  
[X Link](https://x.com/Trace_Cohen/status/2021988287272169753)  2026-02-12T16:42Z 23K followers, [--] engagements


"Searchable list of all 150+ VC in the Miami Market https://miami-vc-market-map.vercel.app [----] Miami Venture Capital Market: Founders Fund a16z Atomic Khosla Layer Global Magnet Capital Formation Bling Capital [---] SoftBank Blumberg Capital Boldstart Form Capital Casimir Holdings Fin Capital SaaS Ventures Protagonist Newtopia VC Avila VC Conscience OneSixOne Ventures https://miami-vc-market-map.vercel.app [----] Miami Venture Capital Market: Founders Fund a16z Atomic Khosla Layer Global Magnet Capital Formation Bling Capital [---] SoftBank Blumberg Capital Boldstart Form Capital Casimir Holdings"  
[X Link](https://x.com/Trace_Cohen/status/2022050555930243115)  2026-02-12T20:49Z 23K followers, 27.9K engagements


"@NWischoff @rhobusiness @Orrick Baking - citizens meh Fund admin - Carta fine oCFO - nakama great Accounting - EA good CRM - tried them all and ended with HubSpot bc of integrations/emails meh SPVs - angel list limited / carta fine / Sydecar fine Payroll - Insperity good Legal - Cooley great but $"  
[X Link](https://x.com/Trace_Cohen/status/2022106001638666563)  2026-02-13T00:30Z 23K followers, [---] engagements


"Theres literally a few hundred people from Facebook/Meta that just jump across time from one startup to the next building out there ad business/network/platform etc. Something Ai hasnt been able to replicate or replace yet"  
[X Link](https://x.com/Trace_Cohen/status/2022126874953207826)  2026-02-13T01:53Z 23K followers, [---] engagements


"In honor of their $30B Series G I built an interactive dashboard for them using Claude Terminal Everything you ever wanted to know and more https://anthropic-funding-overview.vercel.app/ Our run-rate revenue is $14 billion and has grown over 10x in each of the past [--] years. This growth has been driven by our position as the intelligence platform of choice for enterprises and developers. Read more: https://t.co/aMRyOkFFSg https://anthropic-funding-overview.vercel.app/ Our run-rate revenue is $14 billion and has grown over 10x in each of the past [--] years. This growth has been driven by our"  
[X Link](https://x.com/Trace_Cohen/status/2022134055442297049)  2026-02-13T02:21Z 23K followers, [----] engagements


"@RossBarkan Yes it does and lots of companies are making lots of money. Meta might not be best Ai with llama etc but internally its doing amazing things I hear. Lots going on behind the scenes too"  
[X Link](https://x.com/Trace_Cohen/status/2022421211775668434)  2026-02-13T21:22Z 23K followers, [---] engagements


"Bitcoin up or down [--] minute up/down crypto polymarkets are now live. Powered & secured by Chainlink 🤝 https://t.co/d4PDruOEsz Bitcoin up or down [--] minute up/down crypto polymarkets are now live. Powered & secured by Chainlink 🤝 https://t.co/d4PDruOEsz"  
[X Link](https://x.com/Trace_Cohen/status/2022470490720460824)  2026-02-14T00:38Z 23K followers, [---] engagements


"@yoheinakajima Run any fund against all benchmarks VC Fund Performance Benchmarking Compare your fund performance against Carta PitchBook and Aduro Advisors benchmarks https://t.co/P3X3BTUQqb VC Fund Performance Benchmarking Compare your fund performance against Carta PitchBook and Aduro Advisors benchmarks https://t.co/P3X3BTUQqb"  
[X Link](https://x.com/Trace_Cohen/status/2022479658827288736)  2026-02-14T01:15Z 23K followers, [---] engagements


"via @alex newsletter - what % each VC owns of the overall market of LP $ a16z: $7.2b 11% General Catalyst: $6.0b 9% Thrive Capital: $5.5b 8.4% Flagship Pioneering: $3.6b 5.5% TCV: $3.0b 4.6% ARCH Venture Partners: $3.0b 4.6% Norwest Venture: $3.0b 4.6% Tiger: $2.2b 3.4% Kleiner Perkins: $2.0b 3.1% IVP: $1.6b 2.4% Venrock: $1.2b 1.8% https://twitter.com/i/web/status/1874929678516896221 https://twitter.com/i/web/status/1874929678516896221"  
[X Link](https://x.com/anyuser/status/1874929678516896221)  2025-01-02T21:24Z 23K followers, 74.5K engagements


"When VC works wow 📈🚀 Index Ventures Estimated fund size: $400M Return from Figma: $7B Fund multiple: 17.5x Greylock Partners Estimated fund size: $600M Return from Figma: $6.5B Fund multiple: 10.8x Kleiner Perkins Estimated fund size: $700M Return from Figma: $5.7B Fund multiple: 8.1x Sequoia Capital Estimated fund size: $2.5B Return from Figma: $3.5B Fund multiple: 1.4x Power law in venture is immense. At $100 per share Figma's VC returns: Index: $7B Greylock: $6.5B KP: $5.7B Sequoia: $3.5B 10x+ funds from one investment. Power law in venture is immense. At $100 per share Figma's VC"  
[X Link](https://x.com/anyuser/status/1951107941047693643)  2025-08-01T02:29Z 23K followers, 583.8K engagements


"Canva Returns at $100B Valuation (estimated at future IPO) 🚀 🌏 Blackbird Ventures (2013 Seed) $250K $10B [-----] Felicis Ventures (2015 Series A) $1.5M $6.7B [----] 🧠 Matrix Partners (20132015 Seed + Series A) $3.6M $9B [----] 🏦 General Catalyst (2018 Series C) $60M $2.0B [--] 📊 Bond Capital (2020 Series E) $85M $2.6B [--] 📥 T. Rowe Price (2021 Series F) $200M $2.4B [--] Figma IPO returns 🔥 💡 Index Ventures $3.8M $7.2B [----] 🚀 Greylock Partners $14M $6.7B [---] 🎯 Kleiner Perkins $25M $6B [---] 🏆 Sequoia Capital $40M $1.1B [--] 📈 Andreessen Horowitz (a16z) $50M $1.5B [--] 💼 Durable Capital $200M $1.4B"  
[X Link](https://x.com/anyuser/status/1952207983783399647)  2025-08-04T03:20Z 23K followers, 209.8K engagements


"Based on the @CBinsights Unicorn data (they listed the VCs) overall top VCs that have invested in US unicorns in NY and SF Andreessen Horowitz [--] Sequoia Capital [--] Accel [--] General Catalyst [--] Tiger Global Management [--] Lightspeed Venture Partners [--] Founders Fund [--] Coatue Management [--] Khosla Ventures14 Thrive Capital [--] https://twitter.com/i/web/status/1997852382399521152 https://twitter.com/i/web/status/1997852382399521152"  
[X Link](https://x.com/Trace_Cohen/status/1997852382399521152)  2025-12-08T02:15Z 22.9K followers, [----] engagements


"There were 300+ IPOs in [----] The best performing was Rich Sparkle Holdings $ANPA up 2400% Followed by TryHard Holdings $THH up 400%+"  
[X Link](https://x.com/Trace_Cohen/status/2010750275791819148)  2026-01-12T16:26Z 23K followers, [----] engagements


"So far meh $blln $400M in rev at $4.5B Will they Figma or stay up https://t.co/TElU5nmlL3 $400M in rev at $4.5B Will they Figma or stay up https://t.co/TElU5nmlL3"  
[X Link](https://x.com/Trace_Cohen/status/2012891560703123955)  2026-01-18T14:15Z 22.9K followers, [----] engagements


"@mbrandolph Arizona Iced tea @DrinkAriZona Disney Apple Dell Google Scrub Daddy"  
[X Link](https://x.com/Trace_Cohen/status/2013305207816380497)  2026-01-19T17:39Z 22.9K followers, [---] engagements


"I think SpaceX + xai merge prior to IPO. Cant with Tesla too complicated. OpenAI buys Pinterest or Trade Desk to accelerate ads business Anthropic acqui-hire license deal Thinking Machines or Super Safe bc why not. Or maybe Cursor does"  
[X Link](https://x.com/Trace_Cohen/status/2017200674820305031)  2026-01-30T11:38Z 23K followers, [---] engagements


"This is really cool but wont disrupt the gaming market that tanked on this news Step inside Project Genie: our experimental research prototype that lets you create edit and explore virtual worlds. 🌎 https://t.co/HQr1FRNlpy Step inside Project Genie: our experimental research prototype that lets you create edit and explore virtual worlds. 🌎 https://t.co/HQr1FRNlpy"  
[X Link](https://x.com/Trace_Cohen/status/2017568964100903094)  2026-01-31T12:01Z 23K followers, [----] engagements


"How do I Claude terminal prompt from my phone"  
[X Link](https://x.com/Trace_Cohen/status/2017715404643221704)  2026-01-31T21:43Z 23K followers, [---] engagements


"LOL Walmart $WMT growing +5.84% YoY is up 28% in the last year beating out almost all tech/saas companies"  
[X Link](https://x.com/Trace_Cohen/status/2018791152200417586)  2026-02-03T20:58Z 22.9K followers, [---] engagements


"Who has VC vintage data performance I want to benchmark all top decile funds. I have Carta data but need pitchbook Aduro etc"  
[X Link](https://x.com/Trace_Cohen/status/2019453796041060368)  2026-02-05T16:51Z 23K followers, [---] engagements


"With all the talk of every VCs being "top decile" I decided to vibe code a benchmark checker 1) No data is saved or stored 2) Still looking for more data etc - not perfect @cartainc @PeterJ_Walker @traestephens @PitchBook @Aduro_Advisors Got ideas Link in next week"  
[X Link](https://x.com/Trace_Cohen/status/2019474616415129880)  2026-02-05T18:14Z 23K followers, [---] engagements


"Are you top decile Share your results https://v0-vc-fund-benchmarking.vercel.app/ https://v0-vc-fund-benchmarking.vercel.app/"  
[X Link](https://x.com/Trace_Cohen/status/2019474618159890488)  2026-02-05T18:14Z 23K followers, [--] engagements


"VC Portfolio Construction Model Deterministic outlier count model for venture capital portfolio analysis https://v0-vc-portfolio-model.vercel.app/ https://v0-vc-portfolio-model.vercel.app/"  
[X Link](https://x.com/Trace_Cohen/status/2019886589237661829)  2026-02-06T21:31Z 23K followers, 12.4K engagements


"I heard about this months ago - a truly tech focused bank from the bottom up. Once of the biggest issues in fintech today is the backwards nature of most banking policy + outdated infra. Way to go @PalmerLuckey and team. Erebor Bank which will cater to startups and high-net worth individuals on Friday became the first to receive a national bank charter under the second Trump administration https://t.co/lMUiHMDkYQ Erebor Bank which will cater to startups and high-net worth individuals on Friday became the first to receive a national bank charter under the second Trump administration"  
[X Link](https://x.com/Trace_Cohen/status/2020109414502371547)  2026-02-07T12:16Z 23K followers, [---] engagements


"VC Fund tracker $200M by @shaig is one of the best lists so I turned it into an interactive/searchable database to help everyone https://v0-200m-vcfund-list.vercel.app/ https://v0-200m-vcfund-list.vercel.app/"  
[X Link](https://x.com/Trace_Cohen/status/2020872561769279564)  2026-02-09T14:48Z 22.9K followers, 18.3K engagements


"Woh how much did he pay Raised $500M in equity/debt so I assume $100M+ VC funding from Coatue Collaborative Fund Crosslink Capital General Catalyst and Stripe over 8yrs. I'm so excited to share that we are acquiring the financial services app @step Nobody taught me about investing building credit or managing money when I was growing up. That's exactly why were joining forces with Step I want to give millions of young people the financial I'm so excited to share that we are acquiring the financial services app @step Nobody taught me about investing building credit or managing money when I was"  
[X Link](https://x.com/Trace_Cohen/status/2020921521867493416)  2026-02-09T18:03Z 23K followers, 28.8K engagements


"Fund vs SPV round [--] fight ⚔ Compare GP/LP economics: Fees Carry and Returns *90%+ there but good enough to share. Hard fixed fund to 10yr life so you can see year by year. Tell me what's wrong / what to add https://v0-fund-vs-spv-battle.vercel.app/ https://v0-fund-vs-spv-battle.vercel.app/"  
[X Link](https://x.com/Trace_Cohen/status/2021311024058577285)  2026-02-10T19:51Z 23K followers, [----] engagements


"This is how Claude terminal feels for me right now (I failed at codex and will try again) It just feels like it gets me https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"  
[X Link](https://x.com/Trace_Cohen/status/2021352739280970174)  2026-02-10T22:37Z 22.9K followers, [----] engagements


"RT @Trace_Cohen: Fund vs SPV round [--] fight ⚔ Compare GP/LP economics: Fees Carry and Returns *90%+ there but good enough to share. H"  
[X Link](https://x.com/Trace_Cohen/status/2021363446537933055)  2026-02-10T23:19Z 22.9K followers, [--] engagements


"@ivanburazin Pre empt series B makes sense but what multiples on valuation are you being offered for acquisition"  
[X Link](https://x.com/Trace_Cohen/status/2021371126320922759)  2026-02-10T23:50Z 23K followers, [----] engagements


"Props to all the people for the last 50yrs that wrote code by hand debugged it and basically did it manually I'm use Claude in the terminal doing things I never ever would have been able to do and just shows me how smart and capable have been to do this previously"  
[X Link](https://x.com/Trace_Cohen/status/2021623782172131734)  2026-02-11T16:34Z 22.9K followers, [---] engagements


"I tried We're launching Monaco today. Monaco automates customer acquisition and revenue growth for startups. The platform disrupting sales with AI has finally arrived. https://t.co/mH03HIOdx8 We're launching Monaco today. Monaco automates customer acquisition and revenue growth for startups. The platform disrupting sales with AI has finally arrived. https://t.co/mH03HIOdx8"  
[X Link](https://x.com/Trace_Cohen/status/2021647898832990488)  2026-02-11T18:09Z 23K followers, 16.6K engagements


"Big [--------] Liquidity Events ($1B+) $55B Electronic Arts (Take-Private) $32B Wiz Google $23B CoreWeave IPO (CRWV) $19.3B Figma IPO (FIGM) $18.3B Hologic (Take-Private) $14.3B Scale AI (Meta Investment) $11.6B Chime IPO (CHYM) $11.5B SailPoint IPO (SAIL) $10.3B Dunamu Naver $8.1B Circle IPO (CRCL) $7.7B Armis ServiceNow $6.5B Ampere SoftBank $6.4B OneStream Hg $6.4B HashiCorp IBM $6.0B Caris IPO (CLS) $5.4B Bullish IPO/SPAC $5.3B Modernizing Medicine Clearlake $5.2B Brex Capital One $5.0B eToro IPO (ETOR) $4.4B SolarWinds (Take-Private) $4.0B Liftoff IPO (LFT) $3.4B Chronosphere Palo Alto"  
[X Link](https://x.com/Trace_Cohen/status/2021698123886944411)  2026-02-11T21:29Z 23K followers, [----] engagements


"Buying a house is crazy - they give you like a week to inspect it etc to find all the stuff wrong / that theyre hiding but wont tell you unless you find it"  
[X Link](https://x.com/Trace_Cohen/status/2021756326301274414)  2026-02-12T01:20Z 23K followers, [---] engagements


"Yo a house in my town just went 20% cash over asking There is no supply and the demand is like VCs chasing Ai labs people - never seen this before on @zillow"  
[X Link](https://x.com/Trace_Cohen/status/2021758494953672870)  2026-02-12T01:29Z 23K followers, [----] engagements


"Building sites with Claude terminal + vercel using just Vercel"  
[X Link](https://x.com/Trace_Cohen/status/2021796325201781098)  2026-02-12T03:59Z 23K followers, [---] engagements


"Brooo we used to be impressed with WYSIWYGs and Im now Im talking with Claude in the terminal doing crazy stuff to websites. My first company [----] was crazy dorm room kids coding dream weaver html css and Wordpress MU"  
[X Link](https://x.com/Trace_Cohen/status/2021803282700943659)  2026-02-12T04:27Z 23K followers, [---] engagements


"Meta I tried https://t.co/eNBOjbQjCe I tried https://t.co/eNBOjbQjCe"  
[X Link](https://x.com/Trace_Cohen/status/2021958946203054344)  2026-02-12T14:45Z 23K followers, [---] engagements


"@asanwal Here go https://v0-vc-fund-benchmarking.vercel.app/ https://v0-vc-fund-benchmarking.vercel.app/"  
[X Link](https://x.com/Trace_Cohen/status/2021981011224199441)  2026-02-12T16:13Z 23K followers, [---] engagements


"I turned the latest @PitchBook report into an interactive dashboard Check it out here and read the report in the next tweet https://v0-usvc-pitchbookreport-2026.vercel.app/ https://v0-usvc-pitchbookreport-2026.vercel.app/"  
[X Link](https://x.com/Trace_Cohen/status/2021988284990464319)  2026-02-12T16:42Z 23K followers, [---] engagements


"@jtc_ai Reduce pressure and guilt - sure if theyre in town why not meet up in person"  
[X Link](https://x.com/Trace_Cohen/status/2021989347474780232)  2026-02-12T16:46Z 23K followers, [--] engagements


"@Zecca_Lehn How so"  
[X Link](https://x.com/Trace_Cohen/status/2022015946949587076)  2026-02-12T18:32Z 23K followers, [--] engagements


"@pitdesi Everyone wants to be a fintech and its a nice upsell to their 50M users"  
[X Link](https://x.com/Trace_Cohen/status/2022052647172456678)  2026-02-12T20:58Z 23K followers, [---] engagements


"@shakeorgetbaked Exact opposite - shows conviction and the next round Series A will be big enough it wont matter really. $20-$30M Series A can easily digest this"  
[X Link](https://x.com/Trace_Cohen/status/2022079513530970330)  2026-02-12T22:44Z 23K followers, [--] engagements


"Its amazing how few products most big companies are not launching etc. Like have some fun build something fun and new launch it and find out. Dont let startups be the only ones who can. Yes internal efficiencies etc are basically moot at this point. Corporate life"  
[X Link](https://x.com/Trace_Cohen/status/2022095908922700265)  2026-02-12T23:50Z 23K followers, [---] engagements


"@baccredited idk but im scared of openclaw security etc"  
[X Link](https://x.com/Trace_Cohen/status/2022138010075378184)  2026-02-13T02:37Z 23K followers, [---] engagements


"@pw_mcgovern @MTA Yep super lame"  
[X Link](https://x.com/Trace_Cohen/status/2022379955217109389)  2026-02-13T18:38Z 23K followers, [--] engagements


"Another Chamath SPAC spectacular $1B - $33M market cap on $2M rev and negative enterprise value"  
[X Link](https://x.com/anyuser/status/1803037783092609110)  2024-06-18T12:11Z 23K followers, 355.8K engagements


"Figma IPO returns 🔥 💡 Index Ventures $3.8M $7.2B [----] 🚀 Greylock Partners $14M $6.7B [---] 🎯 Kleiner Perkins $25M $6B [---] 🏆 Sequoia Capital $40M $1.1B [--] 📈 Andreessen Horowitz (a16z) $50M $1.5B [--] 💼 Durable Capital $200M $1.4B [--] When VC works wow 📈🚀 Index Ventures Estimated fund size: $400M Return from Figma: $7B Fund multiple: 17.5x Greylock Partners Estimated fund size: $600M Return from Figma: $6.5B Fund multiple: 10.8x Kleiner Perkins Estimated fund size: $700M Return from When VC works wow 📈🚀 Index Ventures Estimated fund size: $400M Return from Figma: $7B Fund multiple: 17.5x"  
[X Link](https://x.com/anyuser/status/1951414878884806744)  2025-08-01T22:48Z 23K followers, 721.2K engagements


"Last of the alt food public experiments $otly"  
[X Link](https://x.com/Trace_Cohen/status/1983500324921876544)  2025-10-29T11:45Z 23K followers, [---] engagements


"I ingested every @danprimack @axios Pro Rata email for [----] and parsed out every investment announced because I'm a geek and cant help myself. I'll explain later how I did it but quick facts (not perfect yet) below as I continue to work on it. - Total Startup Deals Tracked [----] - Total Capital Raised $169 Billion - Median Deal Size $15.0 Million - Average Deal Size $51.9 Million Still lots of work to clean up analyze etc so stay tuned https://twitter.com/i/web/status/2009353497163001997 https://twitter.com/i/web/status/2009353497163001997"  
[X Link](https://x.com/Trace_Cohen/status/2009353497163001997)  2026-01-08T19:56Z 23K followers, 20.2K engagements


"There are [---] public companies with a market cap above $1B+ Most common first letters of them A [--] B [--] C [--] D [--] E [--] F [--] G [--] H [--] I [--] J [--] K [--] L [--] M [--] N [--] O [--] P [--] Q [--] R [--] S [--] T [--] U [--] V [--] W [--] Y [--] Z 5"  
[X Link](https://x.com/Trace_Cohen/status/2012624724312879565)  2026-01-17T20:35Z 23K followers, [---] engagements


"Combined market cap by first letter A $6.27T B $1.79T C $1.06T D $0.21T E $0.07T F $0.31T G $0.18T H $0.07T I $0.81T J $0.06T K $0.26T L $0.38T M $4.25T N $4.75T O $0.66T P $0.73T Q $0.22T R $0.09T S $1.60T T $1.85T U $0.27T V $0.06T W $0.18T Y $0.001T Z $0.08T https://twitter.com/i/web/status/2012624726389108847 https://twitter.com/i/web/status/2012624726389108847"  
[X Link](https://x.com/Trace_Cohen/status/2012624726389108847)  2026-01-17T20:35Z 23K followers, [---] engagements


"VC Fund Performance Benchmarking Compare your fund performance against Carta PitchBook and Aduro Advisors benchmarks https://v0-vc-fund-benchmarking.vercel.app/ https://v0-vc-fund-benchmarking.vercel.app/"  
[X Link](https://x.com/Trace_Cohen/status/2019504010349191275)  2026-02-05T20:10Z 23K followers, 40.6K engagements


"What this market sell off has taught me about B2B enterprise SaaS sales 🧵"  
[X Link](https://x.com/Trace_Cohen/status/2019526720055886150)  2026-02-05T21:41Z 23K followers, [----] engagements


"Will You Actually Make Money From This SPV A reality check for late-stage SPV investments (spoiler: probably not as much as you think) https://v0-will-spv-make-money.vercel.app/ https://v0-will-spv-make-money.vercel.app/"  
[X Link](https://x.com/Trace_Cohen/status/2019896403636679103)  2026-02-06T22:10Z 23K followers, [----] engagements


"Playing pickle with my PE friends and they said the tier [--] shops are in trouble and seeing redemptions etc bc they had to take more risk with their debt etc that the Tier 1s passed on or got better deals on. Young kids just making deals and cashing out Can someone explain this to me"  
[X Link](https://x.com/Trace_Cohen/status/2020237867021471849)  2026-02-07T20:46Z 23K followers, [----] engagements


"Who are the top Seed / Series A Defense Tech VCs"  
[X Link](https://x.com/Trace_Cohen/status/2020620625602298044)  2026-02-08T22:07Z 23K followers, 12.1K engagements


"OK maybe you can vibe code a CRM. it's all over"  
[X Link](https://x.com/Trace_Cohen/status/2021315552963080337)  2026-02-10T20:09Z 23K followers, [---] engagements


"The case for bigger VCs because the market is growing is sound. I agree in principal with the idea that startups of the future will be more capex intensive so VCs need more that startup will stay private longer so VCs need more that rounds are getting more competitive so VCs need more to win. Do I think that's entirely good for the overall venture ecosystem as a whole No but he world is changing and you need to adapt evolve and iterate. https://t.co/WFYEEDaq4P https://t.co/WFYEEDaq4P"  
[X Link](https://x.com/Trace_Cohen/status/2021355883561877704)  2026-02-10T22:49Z 23K followers, [----] engagements


"Our family office has this rare secondaries opp due to a personal relationship with an early-stage VC that came in early - everyone"  
[X Link](https://x.com/Trace_Cohen/status/2021374995163668923)  2026-02-11T00:05Z 23K followers, [----] engagements


"Business wire is such a cash cow because businesses still believes its the official platform to announce news on Can you guess who owns it"  
[X Link](https://x.com/Trace_Cohen/status/2021378240603115712)  2026-02-11T00:18Z 23K followers, [----] engagements


"$100M seed round Last day at xAI. xAI's mission is push humanity up the Kardashev tech tree. Grateful to have helped cofound at the start. And enormous thanks to @elonmusk for bringing us together on this incredible journey. So proud of what the xAI team has done and will continue to stay close Last day at xAI. xAI's mission is push humanity up the Kardashev tech tree. Grateful to have helped cofound at the start. And enormous thanks to @elonmusk for bringing us together on this incredible journey. So proud of what the xAI team has done and will continue to stay close"  
[X Link](https://x.com/Trace_Cohen/status/2021423177885483234)  2026-02-11T03:16Z 23K followers, [----] engagements


"$100M seed I left xAI. Building something new with others that left xAI. We're hiring :) I left xAI. Building something new with others that left xAI. We're hiring :)"  
[X Link](https://x.com/Trace_Cohen/status/2021551175875883080)  2026-02-11T11:45Z 23K followers, [----] engagements


"Compare fund and SPV economics Fund vs SPV round [--] fight ⚔ Compare GP/LP economics: Fees Carry and Returns *90%+ there but good enough to share. Hard fixed fund to 10yr life so you can see year by year. Tell me what's wrong / what to add https://t.co/HpTXptzxh6 https://t.co/U3wBzUIsBX Fund vs SPV round [--] fight ⚔ Compare GP/LP economics: Fees Carry and Returns *90%+ there but good enough to share. Hard fixed fund to 10yr life so you can see year by year. Tell me what's wrong / what to add https://t.co/HpTXptzxh6 https://t.co/U3wBzUIsBX"  
[X Link](https://x.com/Trace_Cohen/status/2021580798868984116)  2026-02-11T13:43Z 23K followers, [----] engagements


"Top [--] biggest series A Today were excited to announce that weve raised more than $935M in Series A funding with a $520M Series A-X extension round bringing our total capital raised to nearly $1B. This milestone is a powerful vote of confidence in our mission: building AI-powered humanoid robots Today were excited to announce that weve raised more than $935M in Series A funding with a $520M Series A-X extension round bringing our total capital raised to nearly $1B. This milestone is a powerful vote of confidence in our mission: building AI-powered humanoid robots"  
[X Link](https://x.com/Trace_Cohen/status/2021614637821681865)  2026-02-11T15:57Z 23K followers, [----] engagements


"Are you a caregiver or work in a hospital - check out @peelaways https://peelaways.com https://peelaways.com"  
[X Link](https://x.com/Trace_Cohen/status/2021617422612996213)  2026-02-11T16:08Z 23K followers, [---] engagements


"Hey @nikitabier is the personal search broken from:Trace_Cohen isn't really working"  
[X Link](https://x.com/Trace_Cohen/status/2021687236199166381)  2026-02-11T20:46Z 23K followers, [---] engagements


"@daveclark85 Wow and OpenAi SpaceX Anthropic Databricks etc will more than double this. Also the footnote - it says exits greater than $10k"  
[X Link](https://x.com/Trace_Cohen/status/2021687820000121146)  2026-02-11T20:48Z 23K followers, [---] engagements


"I always find it funny when someone asks an Emerging Manager VC who they are raising from like there isnt just one answer"  
[X Link](https://x.com/Trace_Cohen/status/2021743315369029772)  2026-02-12T00:29Z 23K followers, [----] engagements


"@endowment_eddie But its their breakout"  
[X Link](https://x.com/Trace_Cohen/status/2021957104446423070)  2026-02-12T14:38Z 23K followers, [---] engagements


"Just saw a Seed VC lead a seed round with $5M and also add in a $5M uncapped SAFE to ensure that they can get their basically full pro-rata at the next round. Otherwise when the investment works and raises more they most likely couldnt invest that much"  
[X Link](https://x.com/Trace_Cohen/status/2021977991396663521)  2026-02-12T16:01Z 23K followers, [----] engagements


"Gez $30B 27x rev multiple that will halve by end of year too. And Im sure $30B+ more in interest too Our run-rate revenue is $14 billion and has grown over 10x in each of the past [--] years. This growth has been driven by our position as the intelligence platform of choice for enterprises and developers. Read more: https://t.co/aMRyOkFFSg Our run-rate revenue is $14 billion and has grown over 10x in each of the past [--] years. This growth has been driven by our position as the intelligence platform of choice for enterprises and developers. Read more: https://t.co/aMRyOkFFSg"  
[X Link](https://x.com/Trace_Cohen/status/2022031449554350252)  2026-02-12T19:33Z 23K followers, [----] engagements


"Best way to use Claude Terminal on my phone when Im not at my computer"  
[X Link](https://x.com/Trace_Cohen/status/2022127426525180032)  2026-02-13T01:55Z 23K followers, [----] engagements


"@AnthropicAI Check out the amazing dashboard I built for you using Claude Terminal https://anthropic-funding-overview.vercel.app/ https://anthropic-funding-overview.vercel.app/"  
[X Link](https://x.com/Trace_Cohen/status/2022134162367660100)  2026-02-13T02:22Z 23K followers, [---] engagements


"@deedydas Yep and even more info here https://x.com/Trace_Cohen/status/2022134055442297049s=20 In honor of their $30B Series G I built an interactive dashboard for them using Claude Terminal Everything you ever wanted to know and more https://t.co/F2Iv1HBn62 https://t.co/K2AspJ9L1f https://x.com/Trace_Cohen/status/2022134055442297049s=20 In honor of their $30B Series G I built an interactive dashboard for them using Claude Terminal Everything you ever wanted to know and more https://t.co/F2Iv1HBn62 https://t.co/K2AspJ9L1f"  
[X Link](https://x.com/Trace_Cohen/status/2022137663193760170)  2026-02-13T02:36Z 23K followers, [---] engagements


"@SBF_FTX Yep I got you on here https://anthropic-funding-overview.vercel.app/ https://anthropic-funding-overview.vercel.app/"  
[X Link](https://x.com/Trace_Cohen/status/2022277007703212237)  2026-02-13T11:49Z 23K followers, [---] engagements


"@dvassallo Nope heres why https://anthropic-funding-overview.vercel.app/ https://anthropic-funding-overview.vercel.app/"  
[X Link](https://x.com/Trace_Cohen/status/2022277418929541230)  2026-02-13T11:51Z 23K followers, [----] engagements


"@samrags_ I use both - native vercel and Claude terminal connected to it In honor of their $30B Series G I built an interactive dashboard for them using Claude Terminal Everything you ever wanted to know and more https://t.co/F2Iv1HBn62 https://t.co/K2AspJ9L1f In honor of their $30B Series G I built an interactive dashboard for them using Claude Terminal Everything you ever wanted to know and more https://t.co/F2Iv1HBn62 https://t.co/K2AspJ9L1f"  
[X Link](https://x.com/Trace_Cohen/status/2022288624260128779)  2026-02-13T12:35Z 23K followers, [---] engagements


"Make so much more sense now. They can pay $20B to get $4B+ rev and 600M new users. BREAKING: OpenAI is predicted to buy Pinterest $PINS in [----] per the Information BREAKING: OpenAI is predicted to buy Pinterest $PINS in [----] per the Information"  
[X Link](https://x.com/Trace_Cohen/status/2022311342028251192)  2026-02-13T14:06Z 23K followers, [----] engagements


"Anthropic Fundraising Interactive visualization of funding rounds valuations and the journey to becoming one of the most valuable AI companies in history. https://anthropic-funding-overview.vercel.app/ https://anthropic-funding-overview.vercel.app/"  
[X Link](https://x.com/Trace_Cohen/status/2022312907065700860)  2026-02-13T14:12Z 23K followers, [----] engagements


"@ankurnagpal Yep run the math here - made a fun calculator https://v0-spv-construction-calculator.vercel.app/ https://v0-spv-construction-calculator.vercel.app/"  
[X Link](https://x.com/Trace_Cohen/status/2022367688350396906)  2026-02-13T17:50Z 23K followers, [--] engagements


"Find friends on OpenAi"  
[X Link](https://x.com/Trace_Cohen/status/2022468360454443116)  2026-02-14T00:30Z 23K followers, [---] engagements


"@srcasm @ChatGPTapp Are you Ai reply maxing as a test"  
[X Link](https://x.com/Trace_Cohen/status/2022474099813986396)  2026-02-14T00:52Z 23K followers, [--] engagements


"What happened to all the Ai people that got paid $100M-$1B"  
[X Link](https://x.com/Trace_Cohen/status/2022484987468001407)  2026-02-14T01:36Z 23K followers, [----] engagements


"I think therefore I build We're now only limited by our creativity and agency to execute Over the past year Ive been building a set of AI-assisted systems across venture product and personal workflow. What has changed for http://x.com/i/article/2021612857360592896 http://x.com/i/article/2021612857360592896"  
[X Link](https://x.com/anyuser/status/2021613514142503129)  2026-02-11T15:53Z 23K followers, [----] engagements


"Going to my first Monster Truck Jam with my 5yr old son any tips"  
[X Link](https://x.com/Trace_Cohen/status/2022698379046682686)  2026-02-14T15:44Z 23K followers, [---] engagements


"I think therefore I build We're now only limited by our creativity and agency to execute Over the past year Ive been building a set of AI-assisted systems across venture product and personal workflow. What has changed for http://x.com/i/article/2021612857360592896 http://x.com/i/article/2021612857360592896"  
[X Link](https://x.com/anyuser/status/2021613514142503129)  2026-02-11T15:53Z 23K followers, [----] engagements


"@michaelcollado Thousands of hours of meetings consultants PowerPoints etc this is corporate"  
[X Link](https://x.com/anyuser/status/1906657981313228890)  2025-03-31T10:41Z 23K followers, 221.5K engagements


"This must be one of the highest gross margin products $1200 for a plastic barrel 🙃"  
[X Link](https://x.com/anyuser/status/1636186163865174018)  2023-03-16T02:02Z 23K followers, 1.8M engagements


"@chiefofstuffs Unpaid intern manually doing each one lol"  
[X Link](https://x.com/anyuser/status/1907584394635661622)  2025-04-03T00:02Z 23K followers, 149.5K engagements


"Startups used to be simple"  
[X Link](https://x.com/anyuser/status/1893841105919086960)  2025-02-24T01:51Z 23K followers, 672.3K engagements


"Brooo next level trolling @AviSchiffmann"  
[X Link](https://x.com/anyuser/status/1978934874997170461)  2025-10-16T21:23Z 23K followers, 872.8K engagements


"A strategic LP LLM would be amazing"  
[X Link](https://x.com/anyuser/status/1905572933252116565)  2025-03-28T10:49Z 23K followers, 511.5K engagements


"@georainbolt Hiding bagels in NY is a felony"  
[X Link](https://x.com/Trace_Cohen/status/1666951285331963904)  2023-06-08T23:32Z 23K followers, 305.6K engagements


"VCs catching up with their crypto/web3 founders from 2021"  
[X Link](https://x.com/anyuser/status/1759358285684068623)  2024-02-18T23:24Z 23K followers, 570K engagements


"@catehall kessel run in [--] parsecs"  
[X Link](https://x.com/anyuser/status/1873148711339213185)  2024-12-28T23:27Z 23K followers, 74.8K engagements


"Watching VCs add value to startups after they invest"  
[X Link](https://x.com/anyuser/status/1788187161839198361)  2024-05-08T12:40Z 23K followers, 633.9K engagements


"Hey @elonmusk texting tweets no longer have previews Come on"  
[X Link](https://x.com/anyuser/status/1675840265746096129)  2023-07-03T12:13Z 23K followers, 793K engagements


"@AndrewPetcash [--] sitting on $25M"  
[X Link](https://x.com/Trace_Cohen/status/1807937174009946471)  2024-07-02T00:39Z 23K followers, 288.4K engagements


"First time founder meets startup life"  
[X Link](https://x.com/anyuser/status/1419284163039989764)  2021-07-25T13:11Z 23K followers, [----] engagements


"How to tell if youre a first time founder - your idea is: Dating app Helping local SMBs Local travel rec Ai for X Selling to college students Social commerce Parties / events Not a knock bc it can work but most serial founders wont touch these Good luck"  
[X Link](https://x.com/anyuser/status/1744714576900362511)  2024-01-09T13:35Z 23K followers, 757.8K engagements


"One of the greatest inventions of the dot com area (1999)"  
[X Link](https://x.com/anyuser/status/1774487267442086073)  2024-03-31T17:21Z 23K followers, 2.4M engagements


"Figma IPO returns 🔥 💡 Index Ventures $3.8M $7.2B [----] 🚀 Greylock Partners $14M $6.7B [---] 🎯 Kleiner Perkins $25M $6B [---] 🏆 Sequoia Capital $40M $1.1B [--] 📈 Andreessen Horowitz (a16z) $50M $1.5B [--] 💼 Durable Capital $200M $1.4B [--] When VC works wow 📈🚀 Index Ventures Estimated fund size: $400M Return from Figma: $7B Fund multiple: 17.5x Greylock Partners Estimated fund size: $600M Return from Figma: $6.5B Fund multiple: 10.8x Kleiner Perkins Estimated fund size: $700M Return from When VC works wow 📈🚀 Index Ventures Estimated fund size: $400M Return from Figma: $7B Fund multiple: 17.5x"  
[X Link](https://x.com/anyuser/status/1951414878884806744)  2025-08-01T22:48Z 23K followers, 721.2K engagements


"When VC works wow 📈🚀 Index Ventures Estimated fund size: $400M Return from Figma: $7B Fund multiple: 17.5x Greylock Partners Estimated fund size: $600M Return from Figma: $6.5B Fund multiple: 10.8x Kleiner Perkins Estimated fund size: $700M Return from Figma: $5.7B Fund multiple: 8.1x Sequoia Capital Estimated fund size: $2.5B Return from Figma: $3.5B Fund multiple: 1.4x Power law in venture is immense. At $100 per share Figma's VC returns: Index: $7B Greylock: $6.5B KP: $5.7B Sequoia: $3.5B 10x+ funds from one investment. Power law in venture is immense. At $100 per share Figma's VC"  
[X Link](https://x.com/anyuser/status/1951107941047693643)  2025-08-01T02:29Z 23K followers, 583.8K engagements


"Bird Scooters officially has gone from $2.8B to $25M val after raising $700M in VC Founder and CEO Travis VanderZanden is officially out as of Friday. SPAC at $2.3B Nov [----] with an additional $414 million in cash and credit"  
[X Link](https://x.com/anyuser/status/1675845185358503936)  2023-07-03T12:33Z 23K followers, 1.2M engagements


"@asanwal They are tech companies that basically power the internet of transaction - so incredibly hard to do / the rails are also so old Think of it as the NYC subway system - been there for 100years. Trying building your own new subway around it good luck"  
[X Link](https://x.com/anyuser/status/1818273067262754837)  2024-07-30T13:10Z 23K followers, 147.2K engagements


"@tunguz Not with that attitude"  
[X Link](https://x.com/Trace_Cohen/status/1896217058742047194)  2025-03-02T15:12Z 23K followers, 40.9K engagements


"I love this app $70B market cap CEO gets called out and flat out lies about what it would take a pre/seed startup a few days to change. This is why Steve Jobs never tweeted"  
[X Link](https://x.com/anyuser/status/1579480216908730368)  2022-10-10T14:33Z 23K followers, [----] engagements


"$56M seed for former CTO of Stripe for 7yrs sound about right. Will 100% raise $100M in [--] months at $1B+ val - I dont make the rules AI agent startup /dev/agents has raised a massive $56M seed round at a $500M valuation https://t.co/VYZyw1OGa9 AI agent startup /dev/agents has raised a massive $56M seed round at a $500M valuation https://t.co/VYZyw1OGa9"  
[X Link](https://x.com/anyuser/status/1862174537225249259)  2024-11-28T16:39Z 23K followers, 1.3M engagements


"AI agent startup /dev/agents has raised a massive $56M seed round at a $500M valuation https://tcrn.ch/49bjU3c https://tcrn.ch/49bjU3c"  
[X Link](https://x.com/anyuser/status/1862165180676788634)  2024-11-28T16:02Z 9.7M followers, 933K engagements


"Another Chamath SPAC spectacular $1B - $33M market cap on $2M rev and negative enterprise value"  
[X Link](https://x.com/anyuser/status/1803037783092609110)  2024-06-18T12:11Z 23K followers, 355.8K engagements


"VC fund distribution"  
[X Link](https://x.com/anyuser/status/1373274746129952772)  2021-03-20T14:06Z 23K followers, [----] engagements


"I love that most of twitter is literally just making stuff up and that you can easily get called out and it doesnt matter"  
[X Link](https://x.com/Trace_Cohen/status/1684043698533793792)  2023-07-26T03:31Z 23K followers, 158.1K engagements


"@michaelmiraflor Customer service"  
[X Link](https://x.com/anyuser/status/1636200535165485057)  2023-03-16T02:59Z 23K followers, 63.5K engagements


"Wow first time seeing this on a VC job app"  
[X Link](https://x.com/anyuser/status/1503367468022177797)  2022-03-14T13:48Z 23K followers, [----] engagements


"Love this platform 🔑"  
[X Link](https://x.com/anyuser/status/1568926266358636544)  2022-09-11T11:35Z 23K followers, [----] engagements


"My friend just got an offer from a tech startup and was so happy they offered them [-----] shares. Me: what's the strike price vesting and cliff Them: what Ugh we still have A LOT of work to do"  
[X Link](https://x.com/anyuser/status/1752757946457460849)  2024-01-31T18:17Z 23K followers, 402.7K engagements


"@APompliano Pretty much lined up with obesity map Ozempic etc is going to have a massive affect on this"  
[X Link](https://x.com/anyuser/status/1845601738687955247)  2024-10-13T23:05Z 23K followers, 77.8K engagements


"@natemcdermott"  
[X Link](https://x.com/Trace_Cohen/status/1360968680440479748)  2021-02-14T15:06Z 23K followers, [----] engagements


"VCs doing diligence on an Ai startup before they invest $500M"  
[X Link](https://x.com/Trace_Cohen/status/1750130087817539845)  2024-01-24T12:15Z 23K followers, 272.8K engagements


"Masa / SoftBank just made back their entire WeWork loss in one day $ARM"  
[X Link](https://x.com/anyuser/status/1755339718764396960)  2024-02-07T21:16Z 23K followers, 229K engagements


"Caught up with lots of investors this month and there are so many startups from 6-8yrs ago that are doing $50-$200M in rev growing slowly close to cash flow positive ish but too highly valued for M&A if even an option and dont have potential for IPO What will happen"  
[X Link](https://x.com/anyuser/status/1838337961986757083)  2024-09-23T22:01Z 23K followers, 275.5K engagements


"@amendandpretend Yes internal corporate meetings make junior people make countless PowerPoints like this that must line up exactly even though it literally means nothing bc some director or VP will notice that imperfection during the meeting and focus on that and not the actual data"  
[X Link](https://x.com/anyuser/status/1883213353105179014)  2025-01-25T18:00Z 23K followers, 44.9K engagements


"lol both Chase and Amex lounges are full at JFK"  
[X Link](https://x.com/anyuser/status/1924216448223793584)  2025-05-18T21:32Z 23K followers, 3.4M engagements


"@Suhail Every major company enterprise corporate runs on excel. They spend millions trying to replace it but its the most basic simple and powerful tool out there. Everything else is just a UX/UI to help manipulate it"  
[X Link](https://x.com/anyuser/status/1882092194858938395)  2025-01-22T15:45Z 23K followers, 24.6K engagements


"@JeffFermin But is that lid non GMO organic UV protection"  
[X Link](https://x.com/Trace_Cohen/status/1636197667200983040)  2023-03-16T02:48Z 23K followers, 67.7K engagements


"HUGE PE loss "Vista Equity Partners has written off the entire value of its investment in tech learning platform Pluralsight three years after taking it private for $3.5 billion" @axios"  
[X Link](https://x.com/anyuser/status/1796559634582667647)  2024-05-31T15:09Z 23K followers, 336.1K engagements


"@Bornakang I can cook that well too when I add one stick of butter to a burger"  
[X Link](https://x.com/anyuser/status/1655644455834116115)  2023-05-08T18:42Z 23K followers, 120.4K engagements


"Wow Bird Scooters went from $2.5B - $37M"  
[X Link](https://x.com/anyuser/status/1638213332699103232)  2023-03-21T16:17Z 23K followers, 214.9K engagements


"Founder: Currently we're on track to do $15m in revenue over the next [--] months. Me: Wow when did you launch Founder: We're building the platform now and plan to launch in [--] months"  
[X Link](https://x.com/anyuser/status/1161013349846593543)  2019-08-12T20:35Z 23K followers, [---] engagements


"Any update on this Please meet the Social Capital Emerging Managers Class of [----] This cohort will be focused on public US equities and their strategies range from growth tech value climate YOLO and all have 💎🙌🏽 https://t.co/eLKNoIFBSg Please meet the Social Capital Emerging Managers Class of [----] This cohort will be focused on public US equities and their strategies range from growth tech value climate YOLO and all have 💎🙌🏽 https://t.co/eLKNoIFBSg"  
[X Link](https://x.com/anyuser/status/1827041420043022670)  2024-08-23T17:53Z 23K followers, 253K engagements


"Please meet the Social Capital Emerging Managers Class of [----] This cohort will be focused on public US equities and their strategies range from growth tech value climate YOLO and all have 💎🙌🏽"  
[X Link](https://x.com/anyuser/status/1356247626081918980)  2021-02-01T14:26Z 2M followers, [----] engagements


"I have a few startup investments doing $3-$5M ARR growing 100-400%+ YoY that cant raise a Series A right now. I remember 5-10yrs ago if you had $1M ARR a Series A term sheet was 100% guaranteed. Yes lots of factors nuance etc but its weird and tough out there"  
[X Link](https://x.com/anyuser/status/1803268406281371935)  2024-06-19T03:27Z 23K followers, 283.8K engagements

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