# ![@leveredvlad Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1358100623477116932.png) @leveredvlad Ori Eldarov

Ori Eldarov posts on X about ai, investment, business, model the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1358100623477116932/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1358100623477116932/c:line/m:interactions.svg)

- [--] Week [------] +424%
- [--] Month [-------] +2,316%
- [--] Months [----------] +39%
- [--] Year [----------] +56,140%

### Mentions: [--] [#](/creator/twitter::1358100623477116932/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1358100623477116932/c:line/m:posts_active.svg)

- [--] Week [--] +100%
- [--] Month [--] +125%
- [--] Months [--] -58%
- [--] Year [---] +775%

### Followers: [-----] [#](/creator/twitter::1358100623477116932/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1358100623477116932/c:line/m:followers.svg)

- [--] Week [-----] +0.36%
- [--] Month [-----] +6.10%
- [--] Months [-----] +9.10%
- [--] Year [-----] +327%

### CreatorRank: [-------] [#](/creator/twitter::1358100623477116932/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1358100623477116932/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  32.35% [technology brands](/list/technology-brands)  11.76% [stocks](/list/stocks)  9.8% [countries](/list/countries)  6.86% [cryptocurrencies](/list/cryptocurrencies)  3.92% [financial services](/list/financial-services)  2.94% [social networks](/list/social-networks)  1.96% [vc firms](/list/vc-firms)  1.96% [currencies](/list/currencies)  0.98% [fashion brands](/list/fashion-brands)  0.98%

**Social topic influence**
[ai](/topic/ai) 33.33%, [investment](/topic/investment) 18.63%, [business](/topic/business) 16.67%, [model](/topic/model) 11.76%, [this is](/topic/this-is) 9.8%, [future](/topic/future) 9.8%, [if you](/topic/if-you) 5.88%, [finance](/topic/finance) 4.9%, [data](/topic/data) 4.9%, [private equity](/topic/private-equity) 4.9%

**Top accounts mentioned or mentioned by**
[@tryoffdeal](/creator/undefined) [@stepnofficial](/creator/undefined) [@solana](/creator/undefined) [@axieinfinity](/creator/undefined) [@wagiecapital](/creator/undefined) [@fadethenormies](/creator/undefined) [@erichlang](/creator/undefined) [@smbattorney](/creator/undefined) [@uxdprotocol](/creator/undefined) [@multicoin](/creator/undefined) [@alamedaresearch](/creator/undefined) [@terramoney](/creator/undefined) [@circlepay](/creator/undefined) [@tether](/creator/undefined) [@awilkinson](/creator/undefined) [@rohitdotmittal](/creator/undefined) [@niccarter](/creator/undefined) [@sequoia](/creator/undefined) [@stepnofficials](/creator/undefined) [@cdixon](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Solana (SOL)](/topic/solana) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"9/ If you would like to get into more detail / review the math check out my essay where I provide an in-depth analysis of each strategy + provide a financial model to support. Otherwise please consider sharing if this post was helpful 😀 https://fullydistributed.substack.com/p/a-guide-to-the-stepnverses=w https://fullydistributed.substack.com/p/a-guide-to-the-stepnverses=w"  
[X Link](https://x.com/leveredvlad/status/1522190852508037120)  2022-05-05T12:25Z [----] followers, [--] engagements


"We're constantly re-imagining our banker take home test (excel model + materials) given the ramp in AI capabilities. To do so we get my technical cofounder (zero IB experience) to attempt solving it with AI. Since Opus [---] he's been able to one-shot it every single time"  
[X Link](https://x.com/leveredvlad/status/2022038715741483032)  2026-02-12T20:02Z [----] followers, 26.6K engagements


"@WagieCapital no just trying to get smart bankers in to do deals. but the more 'technical' part of the job - like complex LBO modeling etc is getting solved with AI making the signal weaker. we can always make them do it live in person but becomes less scalable ofc"  
[X Link](https://x.com/leveredvlad/status/2022042262130364701)  2026-02-12T20:16Z [----] followers, [----] engagements


"@FadeTheNormies @WagieCapital yes agree 100% trying to figure out how to structure this and more importantly what is the most important skill to test for at this stage. ideas welcome :)"  
[X Link](https://x.com/leveredvlad/status/2022069076638785880)  2026-02-12T22:03Z [----] followers, [---] engagements


"@erichlang [--] + [--] more will close Q1"  
[X Link](https://x.com/leveredvlad/status/2022155967140704538)  2026-02-13T03:48Z [----] followers, [--] engagements


"Claude Code for Foreign Policy"  
[X Link](https://x.com/leveredvlad/status/2022447274006131172)  2026-02-13T23:06Z [----] followers, [---] engagements


"/11 I am accumulating Sneakers and reinvesting GST earnings into minting new shoes as I expect strong demand for these from new users. Once available I will reallocate most of my capital into GMT which I think has the potential to reach $1bn+ mkt cap. Want to learn more"  
[X Link](https://x.com/leveredvlad/status/1493918771681148930)  2022-02-16T12:02Z [----] followers, [--] engagements


"Excited to share that @tryoffdeal has raised a $12M Series A to build the worlds first AI-native investment bank less than [--] months after our Seed. This year we already launched over [--] M&A sell-sides and delivered numerous multi-million $ exits to our clients. A quick 🧵"  
[X Link](https://x.com/leveredvlad/status/1950192434790457849)  2025-07-29T13:51Z [----] followers, 847.8K engagements


"this is from a portfolio mgr at a multi bn $ fund. first gradually then suddenly. FEEL THE AGI"  
[X Link](https://x.com/leveredvlad/status/2017369783067459852)  2026-01-30T22:50Z [----] followers, 807.5K engagements


"2/ First a few words on how to get started: - get @Stepnofficial on your phone - buy an NFT Sneaker (floor [---] SOL) - earn native token for daily exercise (GST or GMT) - cash out or reinvest earnings in shoe upgrades or new shoes (to earn more) But who's paying for this 👇"  
[X Link](https://x.com/leveredvlad/status/1493918750940319747)  2022-02-16T12:02Z [----] followers, [--] engagements


"all gtm channels will be competed out with AI: - cold email - organic blogs / video /seo - paid ads (CPCs blow out) what remains is what can't be scaled with AI: - in person events - partnerships - endorsements i call it "the return of the salesman""  
[X Link](https://x.com/leveredvlad/status/2023476536238842075)  2026-02-16T19:16Z [----] followers, 27K engagements


"many such cases in finance. when you strip away the process of producing stuff (research analysis materials etc) - whats left the hard stuff sales relationships negotiations m instincts/intuition etc. less places to hide if youre mediocre. kinda ironic how the average work day is getting _harder_ as we progressively automate the easier parts of our daily jobs offloading them to agents. net result is that the average complexity of the tasks we still get to do is actually increasing insofar as we decide to still kinda ironic how the average work day is getting _harder_ as we progressively"  
[X Link](https://x.com/leveredvlad/status/2023588327790674382)  2026-02-17T02:40Z [----] followers, 35.2K engagements


"Been getting lots of messages on this morning. Some thoughts: Sam Altman has said this countless times - build with the assumption that the models will keep getting radically better. Spending months building scaffolding to patch current model limitations has been a losing bet for most. The ground shifts too quickly. At OffDeal we've built our business around that reality - every new model unlocks new capabilities for us. This OpenAI announcement further validates our thesis. From day one instead of betting on a 'tech moat' we've invested heavily into compounding a powerful data flywheel. With"  
[X Link](https://x.com/leveredvlad/status/1980647694629753207)  2025-10-21T14:49Z [----] followers, 39.9K engagements


"2/ Google Research may have been relatively quiet in [----] but they were certainly busy. In particular they made huge progress in: - Language Models - Computer Vision - Generative Models - Multimodal Models Let's dig in"  
[X Link](https://x.com/leveredvlad/status/1617885505080664064)  2023-01-24T14:02Z [----] followers, [----] engagements


"3/ 📕Language Models Google developed its take on GPT-3 - a 540bn parameter PaLM model (3x the size of GPT). Despite its size it's incredibly efficient as it can sparsely activate only parts of the neural network instead of the whole thing. So what can you do with it"  
[X Link](https://x.com/leveredvlad/status/1617885507077169154)  2023-01-24T14:02Z [----] followers, [----] engagements


"@awilkinson We built a custom workflow with hello sign api and saved over 90%. We do a lot of NDAs (100+ per deal) and docusign was highway robbery"  
[X Link](https://x.com/leveredvlad/status/1892788321643806996)  2025-02-21T04:07Z [----] followers, [---] engagements


"Curious how OpenAI approaches context engineering in this feature. I.e. is it basic RAG (pre-processed) or more similar to Claude Code's "grep' function (just-in-time) etc. Putting the most relevant data into context at the right time is a v hard technical challenge. so much of work is what I like to call the work around work - switching between systems chasing context and stitching tools together to get things done company knowledge in chatgpt now does this for you it can reason across tools like slack sharepoint google drive https://t.co/pZPamQ30JK so much of work is what I like to call the"  
[X Link](https://x.com/leveredvlad/status/1981768972174336163)  2025-10-24T17:05Z [----] followers, [----] engagements


"@rohitdotmittal Bain Capital Ventures A16Z (has at least one IT MSP roll up) Elad Gil Wrote about this trend over a year ago - provide some additional names there. https://www.fullydistributed.co/p/stop-building-saas-for-smbsbuy-themutm_campaign=post&utm_medium=web https://www.fullydistributed.co/p/stop-building-saas-for-smbsbuy-themutm_campaign=post&utm_medium=web"  
[X Link](https://x.com/leveredvlad/status/1988121700765237620)  2025-11-11T05:48Z [----] followers, [---] engagements


"This is very true - especially the last point. Ive been spending 30-50% of my time on recruiting/sourcing talent and know other rounds doing same. I think it's probably as hard as it's ever been to build a talent-dense early stage team. The core dynamic is that options other than joining an early stage startup are more attractive than ever. Big companies are genuinely appealing places to work mid stage companies let you I think it's probably as hard as it's ever been to build a talent-dense early stage team. The core dynamic is that options other than joining an early stage startup are more"  
[X Link](https://x.com/leveredvlad/status/1992039782902358408)  2025-11-22T01:17Z [----] followers, [----] engagements


"@SMB_Attorney Generally agree; couple of thoughts: AI is great at: [--]. Reducing back and forth w/ counsel [--]. Explaining things [--]. Catching things (even when we work with top3 BigLaw firm) Frontier models are better than the *MEDIAN* US M&A attorney. And will get even better"  
[X Link](https://x.com/leveredvlad/status/2002845697612320981)  2025-12-21T20:56Z [----] followers, [----] engagements


"Generally agree; couple of thoughts: AI is great at: [--]. Reducing back and forth w/ counsel [--]. Explaining things [--]. Catching things (even when we work with top3 BigLaw firm) Frontier models are better than the *MEDIAN* US M&A attorney. And will get even better. Can I be real with you guys for a second This is stupid. There are a RIDICULOUS amount of traps for the unwary in M&A. For example our *baseline* checklist has 120+ steps on it. Heres some real things that can go wrong off the top of my head: hidden liens and Can I be real with you guys for a second This is stupid. There are a"  
[X Link](https://x.com/leveredvlad/status/2002845733045825923)  2025-12-21T20:56Z [----] followers, [----] engagements


"Got banned from LogoIntern (they think we're a competitor 😂) so wanted to see if I can just build our own version myself with Claude Code. In [--] minutes was able to get a 90/10 tool that finds most logos removes background and fixes colorization. RIP SaaS"  
[X Link](https://x.com/leveredvlad/status/2011115740582064616)  2026-01-13T16:38Z [----] followers, [----] engagements


"@nic_carter software on demand is here"  
[X Link](https://x.com/leveredvlad/status/2011117680376385947)  2026-01-13T16:46Z [----] followers, [---] engagements


"Bolting on AI to existing workflows will result in only marginal (20-30%) productivity gains. We started an i--bank from scratch to revisit how work gets done from first principles (in ai-native way) and are already seeing 4-6x gains and expect this to climb further. You only have [--] years to start an AI-native investment bank before all the big ones let their analysts use this. You only have [--] years to start an AI-native investment bank before all the big ones let their analysts use this"  
[X Link](https://x.com/leveredvlad/status/2015108087326085617)  2026-01-24T17:03Z [----] followers, [--] engagements


"Bolting on AI to existing workflows will result in only marginal (20-30%) productivity gains. We started an investment bank from scratch to revisit how work gets done from first principles (in ai-native way) and are already seeing 4-6x gains and expect this to climb further. You only have [--] years to start an AI-native investment bank before all the big ones let their analysts use this. You only have [--] years to start an AI-native investment bank before all the big ones let their analysts use this"  
[X Link](https://x.com/leveredvlad/status/2015108306906366402)  2026-01-24T17:03Z [----] followers, 17.4K engagements


"1/ @Stepnofficial: - new Move-2-Earn crypto fitness game - pays users $$$ for exercising - built on @solana & backed by @sequoia - absolutely exploding in popularity 🚀🚀🚀 In this essay I explain why I think it can become the next @AxieInfinity 🧵👇 https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness"  
[X Link](https://x.com/anyuser/status/1493918744904622084)  2022-02-16T12:02Z [----] followers, [---] engagements


"4/ - earn GST rewards from exercising - "breed" and sell Sneakers to new users - earn and stake GMT (a governance token akin to AXS in @AxieInfinity) For example under strat #1 a user with [--] Sneakers can currently earn $85/day But how does STEPN generate its own revenue"  
[X Link](https://x.com/leveredvlad/status/1493918755814006785)  2022-02-16T12:02Z [----] followers, [--] engagements


"/12 Check out the full essay in which I go deeper into @Stepnofficial's gameplay business model & tokenomics. If you enjoyed this please share with friends :) And as always DYOR - this is not financial advice. https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness"  
[X Link](https://x.com/leveredvlad/status/1493918772968710151)  2022-02-16T12:02Z [----] followers, [--] engagements


"@cdixon proliferation of move2earn model - very clever and is exploding in popularity https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness"  
[X Link](https://x.com/leveredvlad/status/1494509283777519616)  2022-02-18T03:09Z [----] followers, [--] engagements


"1/ @UXDProtocol: -new algo stablecoin backed by a delta neutral position using perpetual swaps 🧠 -built on @solana -backed by @multicoin & @AlamedaResearch In this essay I explain how UXD might outcompete @terra_money @circlepay and @tether https://tinyurl.com/2p8paa6j https://tinyurl.com/2p8paa6j"  
[X Link](https://x.com/anyuser/status/1506611271730401281)  2022-03-23T12:38Z [----] followers, [---] engagements


"yesterdays events is exactly what i warned about in my deep dive on @UXDProtocol reflexive two-token systems can be very dangerous amid strong market volatility cool to see how well $UXD ($40m MC) has held up over time 1/ @UXDProtocol: -new algo stablecoin backed by a delta neutral position using perpetual swaps 🧠 -built on @solana -backed by @multicoin & @AlamedaResearch In this essay I explain how UXD might outcompete @terra_money @circlepay and @tether https://t.co/SMTxtvczbx 1/ @UXDProtocol: -new algo stablecoin backed by a delta neutral position using perpetual swaps 🧠 -built on"  
[X Link](https://x.com/leveredvlad/status/1524007306438008833)  2022-05-10T12:43Z [----] followers, [--] engagements


"Few people understand what money is how it works and crucially how its value changes over time. In this essay I use simple mental models to explain - What is money - Why gold - Does money supply even matter - Can USD remain reserve currency https://fullydistributed.substack.com/p/what-is-money-reallysd=pf https://fullydistributed.substack.com/p/what-is-money-reallysd=pf"  
[X Link](https://x.com/leveredvlad/status/1541464477044031489)  2022-06-27T16:52Z [----] followers, [--] engagements


"2/ Today NFTs are mostly used as digital collectibles with vast majority of investors buying these assets in expectation of selling them in the future at a higher price. But what other benefits might these assets offer to its owners👇 https://fullydistributed.substack.com/p/what-if-you-couldnt-sell-an-nft https://fullydistributed.substack.com/p/what-if-you-couldnt-sell-an-nft"  
[X Link](https://x.com/leveredvlad/status/1557788241998274560)  2022-08-11T17:57Z [----] followers, [--] engagements


".@NorthRockLP on the merge: "ETH will shift from requiring $18mm of new money *entering* the asset to keep the price from declining to requiring $0.3mm *exiting* to keep the price from increasing. " so who will win bad macro or good tokenomics 👀"  
[X Link](https://x.com/leveredvlad/status/1560716095371329541)  2022-08-19T19:51Z [----] followers, [--] engagements


"/1 Fifty six seconds. That's how long it took me to generate [--] Air Jordan- inspired sneaker #designs with a fine-tuned #StableDiffusion model. Let me show you how🧵"  
[X Link](https://x.com/leveredvlad/status/1597631337741320192)  2022-11-29T16:39Z [----] followers, [---] engagements


"1/ Did I become addicted to ChatGPT I was shocked at how lost and unproductive I felt whenever the site crashed for a few hours. It was almost like a drug withdrawal. Uh oh. This made me think about the future of our relationship with AI. A 🧵👇"  
[X Link](https://x.com/leveredvlad/status/1607798640868982786)  2022-12-27T18:00Z [----] followers, 24.2K engagements


"1/ Google just released a detailed product roadmap for its AI offerings. I read the entire thing so you don't have to. A thread on how Google may actually win the AI race🧵 Spoiler: OpenAI should be worried"  
[X Link](https://x.com/leveredvlad/status/1617885503046524928)  2023-01-24T14:02Z [----] followers, 32.7K engagements


"1/ Have you ever wondered what life would be like if you could unlock your brain's full potential like in the movie Limitless What if I told you that this is possible now with AI Let me explain. A thread 🧵 Hint: this is not about ChatGPT 👀"  
[X Link](https://x.com/leveredvlad/status/1622966628886671364)  2023-02-07T14:32Z [----] followers, 31.6K engagements


"@maikaisogawa seems like a popular strategy @0xgaut https://x.com/0xgaut/status/1624909996415672320s=46&t=iPJs_ny4LcgxsihlIgsf9w Today I put an OpenAI and Stanford AI stickers on my laptop sat in a coffee shop in Menlo Park and a VC just handed me $15M to start my company. https://x.com/0xgaut/status/1624909996415672320s=46&t=iPJs_ny4LcgxsihlIgsf9w Today I put an OpenAI and Stanford AI stickers on my laptop sat in a coffee shop in Menlo Park and a VC just handed me $15M to start my company"  
[X Link](https://x.com/leveredvlad/status/1626335173364133888)  2023-02-16T21:38Z [----] followers, [----] engagements


"Prediction: the killer AI consumer app will sit at the intersection of entertainment and companionship. Let me explain 🧵 /1 https://fullydistributed.substack.com/p/we-all-need-ai-friends https://fullydistributed.substack.com/p/we-all-need-ai-friends"  
[X Link](https://x.com/leveredvlad/status/1630235793536217088)  2023-02-27T15:57Z [----] followers, [----] engagements


"All roads lead to. open-source Let' me show you how open-source can: 1) Provide a superior product for end-users✨ 2) Offer a more sustainable biz model in the long run💸 A deep dive into the world of open-source AI 👇 https://www.fullydistributed.co/p/all-roads-lead-to-open-source https://www.fullydistributed.co/p/all-roads-lead-to-open-source"  
[X Link](https://x.com/leveredvlad/status/1645761907771465730)  2023-04-11T12:13Z [----] followers, [----] engagements


"0/ Let me show you why @gabepereyra's Harvey AI is a great business and why other "Copilots for X" may not be. A very quick thread 🧵"  
[X Link](https://x.com/leveredvlad/status/1680977288467234817)  2023-07-17T16:26Z [----] followers, [----] engagements


"Excited to share that I launched @tryoffdeal - an AI broker for buying small businesses. It uses custom-built AI agents to help buyers find diligence and engage thousands of off-market potential acquisition targets each week. Finding the right small business to acquire is painfully manual and tedious an average buyer takes almost two years to buy one OffDeal solves this by putting deal sourcing on autopilot. Our AI broker 🕵♂ Scours through millions of SMBs to build an initial list using AI search 🧠 Automatically researches each one to ensure criteria match using custom AI web agents ✉"  
[X Link](https://x.com/leveredvlad/status/1766147291503788218)  2024-03-08T17:01Z [----] followers, 15K engagements


"@ShaanVP bought my mother a peloton - she lost [--] lbs and is now into other forms of fitness / working out. best $2K ever spent"  
[X Link](https://x.com/leveredvlad/status/1782911048074363293)  2024-04-23T23:14Z [----] followers, [---] engagements


"@Strawwww_berry you have to appeal to the [--] deadly sins. Lust - hinge/bumble Gluttony - uber eats/doordash Greed - robinhood Sloth - netflix/tiktok Wrath - X Envy - instagram Pride - linkedin/strava"  
[X Link](https://x.com/leveredvlad/status/1894020714866372876)  2025-02-24T13:45Z [----] followers, [----] engagements


"🚨 BREAKING🚨 We just ran an EMERGENCY 24-hour hackathon to launch the first-ever AI Trump Tariff Impact Calculator for small businesses. Instantly see: ✅ Key inputs impacted ✅ Tariff rates & sourcing ✅ Cost impact & price adjustments 100% free instant no signup: https://offdeal.io/tariffs https://offdeal.io/tariffs"  
[X Link](https://x.com/leveredvlad/status/1910373298749260207)  2025-04-10T16:44Z [----] followers, 20.3K engagements


"🚨HIRING INVESTMENT BANKERS $300-500K+ COMP🚨 Were growing far faster than planned and need more [--] investment bankers to meet demand. Case study: Sam Mielke joined OffDeal four months ago. Today hes running [--] exclusive sell-side mandates worth $3.8M in signed fees and another $14M in active pipeline. At his current clip hes on pace to generate $10M+ in fees in his first year at OffDeal. At OffDeal were building what Goldman Sachs would look like if it launched today: an AI-native investment banknot a marketplaceserving companies up to $100M in revenue. We give you cutting edge proprietary AI"  
[X Link](https://x.com/leveredvlad/status/1927829619673051595)  2025-05-28T20:49Z [----] followers, 138.1K engagements


"Today we won our first proper bake off against [--] boutique M&A firms for a $2M EBITDA sell-side. The seller chose us despite us being [--] years old and having HIGHER fees than the rest. He said he really liked our young energy and speed (we delivered a full buyer list + comps within [--] hours of our intro call). It's time to prove him right"  
[X Link](https://x.com/leveredvlad/status/1928227304066666636)  2025-05-29T23:09Z [----] followers, 91.5K engagements


"just spoke to a small business owner who hired [--] devs this year in India to build their own lightweight "80/20" ERP after getting $100K+ licensing quotes from NetSuite. He said AI made it possible. The business was founded in [----] btw"  
[X Link](https://x.com/leveredvlad/status/1928507724242764096)  2025-05-30T17:44Z [----] followers, [----] engagements


"@Restructuring__ entry level bankers will get automated with AI before entry level sales people"  
[X Link](https://x.com/leveredvlad/status/1928970719137759521)  2025-06-01T00:23Z [----] followers, [----] engagements


"This business can completely disrupt Service Titan. They may not have its scale but they will ship 100x faster. Also going after PE-backed platforms is the right move. Huge incentive to make/save $ more tech savvy + higher ACVs. Rooting for these guys. After it took days to book an HVAC appointment in the sweltering heat I built @Netic_AI: the AI revenue engine for businesses that keep America running. Silicon Valley ignored essential services for too long so we raised $20m from @foundersfund @greylock @mavolpi to fix it. https://t.co/mVEr3yIXWo After it took days to book an HVAC appointment"  
[X Link](https://x.com/leveredvlad/status/1929562962534019536)  2025-06-02T15:37Z [----] followers, [----] engagements


"full thesis can be read here - https://www.fullydistributed.co/p/the-bull-case-for-an-ai-native-investment https://www.fullydistributed.co/p/the-bull-case-for-an-ai-native-investment"  
[X Link](https://x.com/leveredvlad/status/1930023856548274662)  2025-06-03T22:08Z [----] followers, [----] engagements


"Sam Altman / Dario Amodei have repeatedly said there soon will be a one person $1bn revenue company. Assuming that's right then there definitely will be a one person $1bn M&A deal team. Were building towards that future"  
[X Link](https://x.com/leveredvlad/status/1930382607067558017)  2025-06-04T21:54Z [----] followers, [----] engagements


"We do need a Cursor for Slides. No serious person in finance or consulting would use Gamma for any client deliverables. Making slides manually feels especially painful now that you know Cursor for slides should exist but doesnt. Making slides manually feels especially painful now that you know Cursor for slides should exist but doesnt"  
[X Link](https://x.com/leveredvlad/status/1931338787696542169)  2025-06-07T13:13Z [----] followers, 806.1K engagements


"@Matthew_H_Cha @oritheoracle1 show me an investment banking deck you created in Gamma"  
[X Link](https://x.com/leveredvlad/status/1931339614796562838)  2025-06-07T13:17Z [----] followers, [----] engagements


"@VidaliGiorgio ive seen the Mckinsey one and it was better than I expected; though def not cursor level capabilities"  
[X Link](https://x.com/leveredvlad/status/1931353330321612998)  2025-06-07T14:11Z [----] followers, 14.3K engagements


"@lifeofmansoor these tools need to be built by end users. too many SF people who never built a banking deck taking swings"  
[X Link](https://x.com/leveredvlad/status/1931471185247662214)  2025-06-07T21:59Z [----] followers, 15.1K engagements


"here is an example of one of our AI generated slides. its hooked up to the db w the underlying data an agent for picking the right comps for the business and the format etc is done w code. not perfect but close. a deck like this with [--] slides takes [--] mins to gen and $1 in compute"  
[X Link](https://x.com/leveredvlad/status/1931552694256144428)  2025-06-08T03:23Z [----] followers, [----] engagements


"@DudespostingWs @grok how many people in each category can you back into spend per person"  
[X Link](https://x.com/leveredvlad/status/1932168070749147559)  2025-06-09T20:09Z [----] followers, 31.9K engagements


"I did an MBA at Harvard to have work visa security while I work on my startup. I had a great time but in practice MBA is more likely to convince someone NOT to be a founder than the opposite - you're rubbing shoulders with very risk averse people. I have since also done YC and think it's a much better "MBA" - and one where you get capital and connectivity to really make something happened in a time-boxed environment. Would recommend that path over an MBA for anyone seriously considering it. For those getting an MBA and going into operating roles why not just skip the MBA and start a company"  
[X Link](https://x.com/leveredvlad/status/1934616730971582833)  2025-06-16T14:19Z [----] followers, 91.1K engagements


"🚨 NEW DEAL ALERT 🚨 We are excited to launch the sale of a high margin B2B printing and signage provider. This is a unique opportunity to acquire a business with consistent year-on-year growth and bullet-proof financials. If interested visit our listing below to access the teaser and request an NDA today (see comments)"  
[X Link](https://x.com/leveredvlad/status/1934724901723586904)  2025-06-16T21:28Z [----] followers, [----] engagements


"Many are clowning on @perplexity_ai for trying to displace the Bloomberg terminal but I think they can become a major tool for high finance. In our testing Perplexity data was far better (higher coverage more recent) than Pitchbook - a gold standard for most finance cos"  
[X Link](https://x.com/leveredvlad/status/1934973001188937853)  2025-06-17T13:54Z [----] followers, [----] engagements


"Good thing OffDeal recruitment is full steam in [----]. If you're a savage banker with 3-4 years of exp and want to run your own sell-sides and clip $500k-1M+/yr - DM me. 🚨🚨 BREAKING: PE ON-CYCLE DELAYED TPG will start recruiting in [----] https://t.co/cgBbtisWGW 🚨🚨 BREAKING: PE ON-CYCLE DELAYED TPG will start recruiting in [----] https://t.co/cgBbtisWGW"  
[X Link](https://x.com/leveredvlad/status/1939846396087071224)  2025-07-01T00:39Z [----] followers, [----] engagements


"This is not a viable retention strategy long-term. How about making banks a more enticing place to work. Goldman Sachs is reportedly going to ask their analysts to certify they have not accepted a private equity offer every [--] months on a recurring basis JP Morgan followed a very similar path recently telling graduates they will be fired if they take an offer before [--] months on Goldman Sachs is reportedly going to ask their analysts to certify they have not accepted a private equity offer every [--] months on a recurring basis JP Morgan followed a very similar path recently telling graduates"  
[X Link](https://x.com/leveredvlad/status/1942960462313771465)  2025-07-09T14:54Z [----] followers, [----] engagements


"We recently made a (risky) decision to switch to memo-style CIMs to optimize them for LLMs. The feedback from our PE buyers has been phenomenal - they love the new format and the # of DDQs dropped by 80%. And we can now make a CIM in [--] minutes. This is the way"  
[X Link](https://x.com/leveredvlad/status/1943352148525232540)  2025-07-10T16:50Z [----] followers, 15.9K engagements


"Excellent write up. This is exactly why we are not building software for banks but instead building an investment bank from scratch. A lot of productivity gaps exist due to coordination tax / waterfall project mgmt - technology alone doesn't solve this. We solve this by running 2-person pods and removing unnecessary levels of review / revisions / team bloat. People often ask me why banking hours are so bad What are people even doing for [--] hours a day There has to be a way to make it more efficient Some of my thoughts below Banking hours are not necessarily bad because of the sheer volume but"  
[X Link](https://x.com/leveredvlad/status/1943763138983145878)  2025-07-11T20:03Z [----] followers, 11.6K engagements


"Same is true for investment banking. PE firms and F500 have the skill to sell the business themselves (they're all ex bankers) but they want a scapegoat in case something goes wrong. People fundamentally misunderstand the value of hiring consultants Even before AI you could have hired a college grad to do research and find industry data points The real value of hiring consultants is being able to point fingers at someone in case something goes wrong People fundamentally misunderstand the value of hiring consultants Even before AI you could have hired a college grad to do research and find"  
[X Link](https://x.com/leveredvlad/status/1944780871434727736)  2025-07-14T15:27Z [----] followers, [----] engagements


"Were building what Goldman Sachs would have looked like if it was built today - in [----]. Our engineers built software to automate analyst work with AI so our in-house bankers can focus on dealmaking and delivering life-changing exits to our clients"  
[X Link](https://x.com/leveredvlad/status/1950192439198675340)  2025-07-29T13:51Z [----] followers, 12.6K engagements


"Our mission is to provide access to world-class investment banking services so that all entrepreneurs are able to realize the full value of their lifes work. To learn more about our story and where were going check out @sindaps coverage in Financial Times. https://www.ft.com/content/9daf5c7e-e301-4b7d-809a-ff9fb336bdbc https://www.ft.com/content/9daf5c7e-e301-4b7d-809a-ff9fb336bdbc"  
[X Link](https://x.com/leveredvlad/status/1950192442038173844)  2025-07-29T13:51Z [----] followers, 11.2K engagements


"Were scaling fast and hiring across all roles - if you or someone you know is interested in building the future of investment banking wed love to hear from you https://x.com/leveredvlad/status/1950192434790457849 Excited to share that @tryoffdeal has raised a $12M Series A to build the worlds first AI-native investment bank less than [--] months after our Seed. This year we already launched over [--] M&A sell-sides and delivered numerous multi-million $ exits to our clients. A quick 🧵 https://t.co/QNExbOlFst https://x.com/leveredvlad/status/1950192434790457849 Excited to share that @tryoffdeal"  
[X Link](https://x.com/leveredvlad/status/1950192567829586338)  2025-07-29T13:51Z [----] followers, 15.8K engagements


"Let's build the future of investment banking together. NEW: At the firm that bills itself as the first AI-native investment bank the MDs are [--] years old and in line for a $2mn bonus: https://t.co/qTpInNZq5H https://t.co/viIWZ5ytrV NEW: At the firm that bills itself as the first AI-native investment bank the MDs are [--] years old and in line for a $2mn bonus: https://t.co/qTpInNZq5H https://t.co/viIWZ5ytrV"  
[X Link](https://x.com/leveredvlad/status/1950203049881854391)  2025-07-29T14:33Z [----] followers, 129.8K engagements


"Some say I started OffDeal to help small businesses others say I did it to get on @tbpn Excited to jam with @jordihays and @johncoogan about building an AI investment bank in a couple of hours OffDeal raises a $12M Series A round led by Radical Ventures to build the first AI-native investment bank. Founded by @leveredvlad (ex-Wall Street banker) and @alstonthelin (former Meta engineer) OffDeal uses custom software to automate back-office workflows like pitch decks https://t.co/Ww95s4m5A9 OffDeal raises a $12M Series A round led by Radical Ventures to build the first AI-native investment bank."  
[X Link](https://x.com/leveredvlad/status/1950252483944542548)  2025-07-29T17:50Z [----] followers, 31.8K engagements


"Agree with Pomp here. Importantly - we're not trying to compete with GS or Evercore - AI allows us to serve customers in the $1-10M EBITDA range but with the same quality of service that you might get at a larger Wall Street firm. AI is an enabler to do more work for the client move faster and ultimately deliver a better customer experience - all at extremely attractive unit economics. The first AI investment bank is looking to disrupt the incumbent firms. Entire businesses are going to lose to people who can harness this new technology. https://t.co/gvOkO7MNc3 The first AI investment bank is"  
[X Link](https://x.com/leveredvlad/status/1950603875821482413)  2025-07-30T17:06Z [----] followers, [----] engagements


"Yesterday's @FinancialTimes article went super viral and we got flooded with questions about the $2M banker bonus. The math is pretty simple actually: $5M EBITDA business sells for 6x $30M EV - $1.5M fee $1.5M fee - $300K bonus to banker And that's just one deal. If you're a banker interested in running your own deals and using the most cutting edge AI we'd love to hear from you. We're drowning in deal flow and need help. Apply on our website"  
[X Link](https://x.com/leveredvlad/status/1950650295337251192)  2025-07-30T20:10Z [----] followers, 70.8K engagements


"that's a great point. couple of thoughts: - fees in the lower middle market are often much higher the 1-2% you mentioned (sometimes 5-10% for really small txns) - we're not a discount shop - we offer a premium service and our clients get many times over the fee they pay in higher deal price and certainty. thx"  
[X Link](https://x.com/leveredvlad/status/1950660801968361978)  2025-07-30T20:52Z [----] followers, [----] engagements


"The future of finance will look very different in the coming years. Were building for that future. Thanks for having me on @APompliano The world's first AI investment bank is looking to conquer Wall Street. I sat down with @leveredvlad to understand what they are doing how their technology works and why this is a better model. https://t.co/QQCF5A1vSF The world's first AI investment bank is looking to conquer Wall Street. I sat down with @leveredvlad to understand what they are doing how their technology works and why this is a better model. https://t.co/QQCF5A1vSF"  
[X Link](https://x.com/leveredvlad/status/1951001229741686915)  2025-07-31T19:25Z [----] followers, 42.3K engagements


"Had so much fun chatting with @andrewrsorkin @BeckyQuick and @JoeSquawk about the future of investment banking. The junior banker powerpoint grind is coming to an end"  
[X Link](https://x.com/leveredvlad/status/1952345680229666977)  2025-08-04T12:27Z [----] followers, 179.2K engagements


"I don't think people realize just how many small businesses there are in america - just $10-100M in revs is 175k+ of which 5-10% change hands each year. yes there are a lot of "brokers" / LMM banks - but they make up 20% of all closed deals in the space. The rest are largely done DIY by business owners today (which has been very profitable for private equity) Very interesting discussion here around the future of investment banking and AI Some thoughts Grok estimates that roughly [-----] businesses in the U.S. generate $1-10M in profit Businesses of this size are typically valued at 3-5x EBITDA"  
[X Link](https://x.com/leveredvlad/status/1952373780036067587)  2025-08-04T14:19Z [----] followers, 34.7K engagements


"The easy way to avoid this trap is for founders to build a company that benefits from 'riding the wave' - i.e. your product / service gets better and better with each new product release from the frontier labs. Very few people seem to do this. Foundation model providers like @OpenAI and @AnthropicAI have abandoned the pure infrastructure play. They're vertically integrating at unprecedented speed: OpenAI's Agent Mode Claude Code Deep Research. Your startup's success becomes their product roadmap. Build something https://t.co/O7QI2gv2as Foundation model providers like @OpenAI and @AnthropicAI"  
[X Link](https://x.com/leveredvlad/status/1952887623619383645)  2025-08-06T00:21Z [----] followers, [----] engagements


"At my company we love using AI to EXPAND. Take a transcript of a [--] hour brainstorming session (we record in person meetings for this reason) take it away and continue brainstorming with a reasoning model as long as you like - tease out tensions leverage the full context etc. When you ask people in companies who are "using AI" what they use AI for they seem to mostly be summarizing meetings/documents and helping with minor writing tasks. AI adoption is quite high but a lot of users don't take advantage of what these systems are capable of doing. When you ask people in companies who are "using"  
[X Link](https://x.com/leveredvlad/status/1959731996378144926)  2025-08-24T21:38Z [----] followers, [----] engagements


"It's been just over two years since I wrote my bear case for "AI for PE" solutions. So far I haven't seen anyone truly crack that category. Perhaps a "Cursor for Excel" will catch fire with PE Excited to announce Hopkins PE the AI agent for private equity. Hopkins tackles the entire diligence process from the heavy lifting in data room analysis to presentation materials creation plus deal sourcing and outreach so PE firms can earn back time and focus on https://t.co/Ea5cEWMt0W Excited to announce Hopkins PE the AI agent for private equity. Hopkins tackles the entire diligence process from the"  
[X Link](https://x.com/leveredvlad/status/1963798456440688651)  2025-09-05T02:56Z [----] followers, 35.6K engagements


"Zero surprise here if true. This is why we decided to build our own investment bank de novo - designing the org chart and comp structure for the AI future from day [--]. Much better career path for high slope junior bankers than BB imo. BREAKING: JP Morgan is considering cutting junior investment banking roles and outsourcing them to India https://t.co/a7glYToK0K BREAKING: JP Morgan is considering cutting junior investment banking roles and outsourcing them to India https://t.co/a7glYToK0K"  
[X Link](https://x.com/leveredvlad/status/1981751783983554764)  2025-10-24T15:56Z [----] followers, 38K engagements


"I've been obsessed with the framework from Ramp's CEO Eric Glyman where he distilled their entire business into one equation. Once he had it he could model which variable actually moved the needle. http://x.com/i/article/1987984158136954880 http://x.com/i/article/1987984158136954880"  
[X Link](https://x.com/leveredvlad/status/1987985132343455766)  2025-11-10T20:46Z [----] followers, [----] engagements


"Building a full-stack AI company removes this headache. We ride the model curve and increase our capabilities with each update. Our moat is in the 1P data and its flywheel not in our ability to build an AI DCF builder. My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of the foundational model providers. App functionality will be added to the foundational models' offerings because the big players aren't slow incumbents (it is wrong to My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of"  
[X Link](https://x.com/leveredvlad/status/1988064470577692859)  2025-11-11T02:01Z [----] followers, [----] engagements


"earned a cool $225 by getting my steps in with @Stepnofficial 🚀🚀🚀"  
[X Link](https://x.com/leveredvlad/status/1500945009209716739)  2022-03-07T21:22Z [----] followers, [--] engagements


"@businessbarista [--] minute grocery delivery"  
[X Link](https://x.com/leveredvlad/status/1502707713763069959)  2022-03-12T18:06Z [----] followers, [--] engagements


"1/ Last week @Stepnofficial exceeded 2M MAUs / 500k DAUs and became a top [--] project by market cap flipping @AxieInfinity. So you want to get involved but unsure how Then this guide to the STEPNverse is for you 🧵👇"  
[X Link](https://x.com/leveredvlad/status/1522190838796849153)  2022-05-05T12:25Z [----] followers, [---] engagements


"1/ What if you couldn't sell your NFT In this essay I discuss some non-financial applications of NFTs and how brands and artists can deliver actual utility to holders without speculative financialization. A 🧵👇"  
[X Link](https://x.com/leveredvlad/status/1557788240689696770)  2022-08-11T17:57Z [----] followers, [--] engagements


"1/ In December [----] @Nike shocked the world with its acquisition of a digital fashion startup @RTFKT. Is the future of fashion. digital Let's explore why a leading apparel manufacturer is betting big on web3 and the metaverse. A 🧵👇 https://fullydistributed.substack.com/p/nike-x-rtfkt-unlocking-the-digital https://fullydistributed.substack.com/p/nike-x-rtfkt-unlocking-the-digital"  
[X Link](https://x.com/leveredvlad/status/1567624791552831489)  2022-09-07T21:24Z [----] followers, [---] engagements


"7/ #GenerativeAI will transform how we approach product design. Fine-tuned #StableDiffusion models will turbocharge professional creators in EVERY industry. Lmk your thoughts on the above And RT/follow for more - I will be posting more of my models over coming days👀"  
[X Link](https://x.com/leveredvlad/status/1597631347664699393)  2022-11-29T16:39Z [----] followers, [--] engagements


"say what you want but @doodles has by far the most aesthetically pleasing and mass-appealing design in the space. incredibly talented cartoonists / illustrators. will be loved by men women adults teens and kids alike"  
[X Link](https://x.com/leveredvlad/status/1618352390415028225)  2023-01-25T20:57Z [----] followers, [----] engagements


"1/ Thrilled to announce that @tryoffdeal raised $4.7M in seed funding 🥳 We're building an AI-native investment bank offering small business owners a faster cheaper way to sell their companies at premium prices. Full breakdown below 🧵👇"  
[X Link](https://x.com/leveredvlad/status/1834278394642792501)  2024-09-12T17:10Z [----] followers, 10.6K engagements


"imo shes selling to private equity firms who own large home service platforms. going after mom and pops is good for the story but ACVs / CAC etc just dont make sense. Plus implementation nightmares. so i think her messaging is ok and most growth will come from outbound rather than inbound anyway"  
[X Link](https://x.com/leveredvlad/status/1929931024139456995)  2025-06-03T15:59Z [----] followers, [---] engagements


"The bar for "good" customer service for lower middle market / SMBs is so laughably low. For example something as simple as getting three years of financials can take multiple months (). Why Because many local SMB "accountants" will just refuse to share them - even when the owner is yelling at them in all caps ordering them to release them. I've never seen anything like it - but it's extremely common in the deals we're seeing. One could argue their incentives are misaligned - they don't want to "lose" a client but their lack of professionalism is definitely not helping them keep one either. No"  
[X Link](https://x.com/leveredvlad/status/1942248085448519720)  2025-07-07T15:43Z [----] followers, [----] engagements


"Parker Conrad is exactly right - it is much easier to replace ops with software when you're building the org de novo. That's why we went with our "full stack startup" approach and why we've been able to automate/ optimize so much with AI. .@parkerconrad on "AI rollups" and how he developed an allergy to ops at Zenefits: "it's very hard to replace ops with software after you've scaled it up" https://t.co/8DWwhSIaAN .@parkerconrad on "AI rollups" and how he developed an allergy to ops at Zenefits: "it's very hard to replace ops with software after you've scaled it up" https://t.co/8DWwhSIaAN"  
[X Link](https://x.com/leveredvlad/status/1943385985888182378)  2025-07-10T19:05Z [----] followers, [----] engagements


"Interviewed a candidate from GS IB team who flagged that he didn't like the "culture" there. He said he routinely works till 3-4am most weeknights and then usually both days on the weekend. The worst part was not the hours or volume of work - but waiting until 11pm to get the comments from MD. A good example of why "AI" won't solve the traditional BB / EB experience"  
[X Link](https://x.com/leveredvlad/status/1944547031051309536)  2025-07-13T23:58Z [----] followers, 13.5K engagements


"also true for roofers plumbers pest exterminators etc. america has literally millions of amazing operators most of whom would swim circles around the median tech / finance bro in the real world. tech nerds in sf have such a narrow idea of entrepreneurship there are so many disciplines that mimic the same business skillset as a startup music artists content creators dropshippers shitposters standup comedians onlyfans models and authors are all founders too tech nerds in sf have such a narrow idea of entrepreneurship there are so many disciplines that mimic the same business skillset as a"  
[X Link](https://x.com/leveredvlad/status/1949981915882144046)  2025-07-28T23:54Z [----] followers, [----] engagements


"This round was led by Radical Ventures with participation from Y Combinator Rebel Fund and Center Street Partners. We are also honored to welcome an amazing group of angels that include current and former execs of leading financial institutions and recognized tech leaders"  
[X Link](https://x.com/leveredvlad/status/1950192444869361839)  2025-07-29T13:51Z [----] followers, 11.5K engagements


"I don't think people realize just how many small businesses there are in america - just $10-100M in revs us 175k+ of which 5-10% change hands each year. yes there are a lot of "brokers" / LMM banks - but they make up 20% of all closed deals in the space. The rest are largely done DIY by business owners today (which has been very profitable for private equity)"  
[X Link](https://x.com/leveredvlad/status/1952373273737511222)  2025-08-04T14:17Z [----] followers, [----] engagements


"This thinking is why @harvey__ai approach was so contrarian at the time and now they're at $100M+ ARR. Two thoughts: - law firms can sell more work now (total rev higher) - AI cuts non-billables - more time for more billables Talking with a guy in big law: "Adopting too much AI will hurt our bottom line." Talking with a guy in big law: "Adopting too much AI will hurt our bottom line.""  
[X Link](https://x.com/leveredvlad/status/1952444578964848800)  2025-08-04T19:00Z [----] followers, [----] engagements


"It's kinda funny to see banks SCRAMBLING to retain talent. Just make the job more palatable for people christ. For people interested in investment banking without the bs / loyalty tests we're hiring lots of bankers Interesting to see the way IBs are combating PE recruiting. Basically if you recruit and disclose youll be moved to a diff business segment. Kinda defeats the point of PE funds recruiting early and expecting analysts to gain deal experience. Still seems like the best move for Interesting to see the way IBs are combating PE recruiting. Basically if you recruit and disclose youll be"  
[X Link](https://x.com/leveredvlad/status/1952815684481892441)  2025-08-05T19:35Z [----] followers, 97.2K engagements


"If teens and twenty somethings can start and build multi billion dollar companies surely some of them can also run a $3M ebitda sell side. To me this is almost entirely a talent quality issue - both at the top and the bottom of the org - rather than about their age. Can someone please explain to me how Benchmark International lets Class of [----] undergrads run point on $3M EBITDA deals Can someone please explain to me how Benchmark International lets Class of [----] undergrads run point on $3M EBITDA deals"  
[X Link](https://x.com/leveredvlad/status/1954202453424873869)  2025-08-09T15:25Z [----] followers, 18.7K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing