[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@haridigresses](/creator/twitter/haridigresses) "I knew cold email was dead; I didn't realize just how dead. Working on a totally different kinda crazy approach to leadgen. Early signs promising we've been quadrupling down. Long term effects TBD; but feels right. Blends authentic value + what AI enables. More soon 👀"  [@haridigresses](/creator/x/haridigresses) on [X](/post/tweet/1948169250104877166) 2025-07-23 23:51:59 UTC 7533 followers, 7038 engagements "Whatever the mechanics of the deal are if you enter into a financial transaction following which the existing business is effectively defunct and ends up getting dissolved that paints a very bad picture from a substantiality standpoint. Not sure I agree. See the Matt Levine newsletter on this. When the EV is the people not the IP / revenue (a new paradigm) we're rewriting the rules of antitrust"  [@haridigresses](/creator/x/haridigresses) on [X](/post/tweet/1944423529715310716) 2025-07-13 15:47:49 UTC 7520 followers, 2027 engagements "This feels like Grammarly is becoming a holdco / following the Salesforce playbook. Find companies with - solid but not breakout growth (and probably slowing) - a loyal cult following - raised at a high valuation in the peak era - talented respected teams - still founder led by strong product thinkers Salesforce did this with Quip Slack etc"  [@haridigresses](/creator/x/haridigresses) on [X](/post/tweet/1940053708676411545) 2025-07-01 14:23:43 UTC 7520 followers, 59.9K engagements "The Windsurf Dynamics: On the need for a social contract an analysis of the potential payouts / cap table math what a better outcome might have looked like instead and why maybe the Windsurf founders and board might have actually done the right thing leaving a graceful path for the team. I swear I wasn't aiming for a "twist" at the end but I was literally researching and writing this step-by-step. I didn't rewrite it for new information because I think all of it should be said anyway. First I want to debunk a couple of arguments I've heard today. A. "This is consistent with waterfall /"  [@haridigresses](/creator/x/haridigresses) on [X](/post/tweet/1944406541064433848) 2025-07-13 14:40:19 UTC 7535 followers, 175.5K engagements "Software by Google and Apple is *really* falling apart. If OpenAI beats Google it's because Google maps has literally thousands of engineers and they still let this stuff happen"  [@haridigresses](/creator/x/haridigresses) on [X](/post/tweet/1947094223817232767) 2025-07-21 00:40:12 UTC 7521 followers, XXX engagements ""step count growing 2x DoD over the last X days. at this rate we'll reach XX trillion steps on day XX converting into - 775b kcal - 900m kwh - monetized at $XXXX / kwh that's $172m daily recurring revenue = $63b arr raising at a postmoney valuation of X nvidia ($3.8T).""  [@haridigresses](/creator/x/haridigresses) on [X](/post/tweet/1943887193623208180) 2025-07-12 04:16:37 UTC 7530 followers, XXX engagements "I think I have a @mercury addition please send help"  [@haridigresses](/creator/x/haridigresses) on [X](/post/tweet/1948150671347216572) 2025-07-23 22:38:09 UTC 7533 followers, 1289 engagements "LinkedIn *actually* has no idea. These are the first X posts when I search for Windsurf"  [@haridigresses](/creator/x/haridigresses) on [X](/post/tweet/1945079011236806674) 2025-07-15 11:12:28 UTC 7537 followers, 1570 engagements "Debrief / wrapup on Windsurf-Cognition: Deal terms & dynamics - Amazing that the team is getting taken care of (at least acceleration / participation in the deal terms) incredible job by @jeffwsurf and fellow execs - Guessing Founders Fund played a notable role here. They are investors in both Windsurf and Cognition. - I'd guess acquisition price was in the range of $200-400M. Typically a business in the AI application layer with $80M+ in ARR 2xing year on year with 20-30% gross margin (I'm guessing) would be worth $250-500M. But the dynamics here would haircut that by 50%+ = $100-200M. Add"  [@haridigresses](/creator/x/haridigresses) on [X](/post/tweet/1944839159710957584) 2025-07-14 19:19:23 UTC 7532 followers, 54K engagements "@EthosVentures @AndrewBenson People in the loop aren't crazy enough to do this structure or price so it has to go out into the wider retail audience"  [@haridigresses](/creator/x/haridigresses) on [X](/post/tweet/1947885405996454165) 2025-07-23 05:04:05 UTC 7534 followers, XXX engagements "Thanks The only effect that has is increasing the weight on growth rate. E.g. a company growing 2x YoY would be worth XXX% more in a euphoric market as a typical one. XX% growth = XX% premium. Flat = not much effect. This is sort of what we saw -- after 2022 the highest growth companies dropped XX% while more stable companies moved less. This is mainly due to the discount rate. you're "buying fewer years of growth" in a high interest rate environment compared to a low interest rate one"  [@haridigresses](/creator/x/haridigresses) on [X](/post/tweet/1948062751248498692) 2025-07-23 16:48:47 UTC 7536 followers, X engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@haridigresses
"I knew cold email was dead; I didn't realize just how dead. Working on a totally different kinda crazy approach to leadgen. Early signs promising we've been quadrupling down. Long term effects TBD; but feels right. Blends authentic value + what AI enables. More soon 👀"
@haridigresses on X 2025-07-23 23:51:59 UTC 7533 followers, 7038 engagements
"Whatever the mechanics of the deal are if you enter into a financial transaction following which the existing business is effectively defunct and ends up getting dissolved that paints a very bad picture from a substantiality standpoint. Not sure I agree. See the Matt Levine newsletter on this. When the EV is the people not the IP / revenue (a new paradigm) we're rewriting the rules of antitrust" @haridigresses on X 2025-07-13 15:47:49 UTC 7520 followers, 2027 engagements
"This feels like Grammarly is becoming a holdco / following the Salesforce playbook. Find companies with - solid but not breakout growth (and probably slowing) - a loyal cult following - raised at a high valuation in the peak era - talented respected teams - still founder led by strong product thinkers Salesforce did this with Quip Slack etc" @haridigresses on X 2025-07-01 14:23:43 UTC 7520 followers, 59.9K engagements
"The Windsurf Dynamics: On the need for a social contract an analysis of the potential payouts / cap table math what a better outcome might have looked like instead and why maybe the Windsurf founders and board might have actually done the right thing leaving a graceful path for the team. I swear I wasn't aiming for a "twist" at the end but I was literally researching and writing this step-by-step. I didn't rewrite it for new information because I think all of it should be said anyway. First I want to debunk a couple of arguments I've heard today. A. "This is consistent with waterfall /" @haridigresses on X 2025-07-13 14:40:19 UTC 7535 followers, 175.5K engagements
"Software by Google and Apple is really falling apart. If OpenAI beats Google it's because Google maps has literally thousands of engineers and they still let this stuff happen" @haridigresses on X 2025-07-21 00:40:12 UTC 7521 followers, XXX engagements
""step count growing 2x DoD over the last X days. at this rate we'll reach XX trillion steps on day XX converting into - 775b kcal - 900m kwh - monetized at $XXXX / kwh that's $172m daily recurring revenue = $63b arr raising at a postmoney valuation of X nvidia ($3.8T)."" @haridigresses on X 2025-07-12 04:16:37 UTC 7530 followers, XXX engagements
"I think I have a @mercury addition please send help" @haridigresses on X 2025-07-23 22:38:09 UTC 7533 followers, 1289 engagements
"LinkedIn actually has no idea. These are the first X posts when I search for Windsurf" @haridigresses on X 2025-07-15 11:12:28 UTC 7537 followers, 1570 engagements
"Debrief / wrapup on Windsurf-Cognition: Deal terms & dynamics - Amazing that the team is getting taken care of (at least acceleration / participation in the deal terms) incredible job by @jeffwsurf and fellow execs - Guessing Founders Fund played a notable role here. They are investors in both Windsurf and Cognition. - I'd guess acquisition price was in the range of $200-400M. Typically a business in the AI application layer with $80M+ in ARR 2xing year on year with 20-30% gross margin (I'm guessing) would be worth $250-500M. But the dynamics here would haircut that by 50%+ = $100-200M. Add" @haridigresses on X 2025-07-14 19:19:23 UTC 7532 followers, 54K engagements
"@EthosVentures @AndrewBenson People in the loop aren't crazy enough to do this structure or price so it has to go out into the wider retail audience" @haridigresses on X 2025-07-23 05:04:05 UTC 7534 followers, XXX engagements
"Thanks The only effect that has is increasing the weight on growth rate. E.g. a company growing 2x YoY would be worth XXX% more in a euphoric market as a typical one. XX% growth = XX% premium. Flat = not much effect. This is sort of what we saw -- after 2022 the highest growth companies dropped XX% while more stable companies moved less. This is mainly due to the discount rate. you're "buying fewer years of growth" in a high interest rate environment compared to a low interest rate one" @haridigresses on X 2025-07-23 16:48:47 UTC 7536 followers, X engagements