#  @DenehyXXL Ryan Denehy Ryan Denehy posts on X about in the, money, company, ceo the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::10471242/interactions)  - [--] Week [------] +2,022% - [--] Month [------] +143% - [--] Months [-------] +262% - [--] Year [-------] -75% ### Mentions: [--] [#](/creator/twitter::10471242/posts_active)  - [--] Week [--] +40% - [--] Month [--] +129% - [--] Months [--] +46% - [--] Year [---] +40% ### Followers: [---------] [#](/creator/twitter::10471242/followers)  - [--] Week [------] +0.10% - [--] Month [------] +0.21% - [--] Months [------] +0.30% - [--] Year [------] +0.41% ### CreatorRank: [-------] [#](/creator/twitter::10471242/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [automotive brands](/list/automotive-brands) [technology brands](/list/technology-brands) [luxury brands](/list/luxury-brands) [celebrities](/list/celebrities) [travel destinations](/list/travel-destinations) [countries](/list/countries) [social networks](/list/social-networks) [fashion brands](/list/fashion-brands) **Social topic influence** [in the](/topic/in-the), [money](/topic/money), [company](/topic/company), [ceo](/topic/ceo), [business](/topic/business), [stage](/topic/stage), [employees](/topic/employees), [$1m](/topic/$1m), [growth](/topic/growth), [1m](/topic/1m) **Top assets mentioned** [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Tesla, Inc. (TSLA)](/topic/tesla) [Marriott International Inc (MAR)](/topic/$mar) ### Top Social Posts Top posts by engagements in the last [--] hours ""The next wave of value creation isnt going to be in developing AI tech but in applying AI to sleepy industries where AI can drive transformative outcomes" - Waleed Al Muhairi at @SALTConference" [X Link](https://x.com/DenehyXXL/status/1204473017503535104) 2019-12-10T18:48Z 14.5K followers, [--] engagements "@Austen Ease of deployment and modern architecture" [X Link](https://x.com/DenehyXXL/status/1298447488425299969) 2020-08-26T02:29Z 14.4K followers, [--] engagements "@TurnerNovak Thats a lot of HDMI cables" [X Link](https://x.com/DenehyXXL/status/1298601434997456897) 2020-08-26T12:41Z 14.4K followers, [--] engagements "2 yrs ago I owned almost no tech equities. I thought everything was overpriced. @jrichlive and I were at dinner he pounded his fist on the table about SaaS being the future looking at me with the Bill Gates "duh you big idiot" face. I was in It's never too late even now" [X Link](https://x.com/DenehyXXL/status/1315694402791256067) 2020-10-12T16:42Z 14.5K followers, [--] engagements "Been doing this [--] years and still shocked how different the job of founder/CEO is at each stage - Seed: artist/storyteller - Series A: player coach - Series B: operations and strategy - Series C+: professional CEO Can't think of any other job that changes so much every year" [X Link](https://x.com/anyuser/status/1326529642237489155) 2020-11-11T14:18Z 14.5K followers, [---] engagements "Time is zero sum. I keep finding I can do more by doing less. In the last [--] days we: - Closed our Series C - Had our first $1M week - Increased CSAT 11% And I got to spend a fair amount of time with my wife. Somehow did all that without ever logging into Clubhouse" [X Link](https://x.com/anyuser/status/1366390519174209538) 2021-03-01T14:11Z 14.5K followers, [---] engagements "@lucktm @GGVCapital LFG β‘ π" [X Link](https://x.com/DenehyXXL/status/1650467453359587331) 2023-04-24T11:51Z 14.5K followers, [---] engagements "Pretty wild to see George Kurtz win the [--] Hours of Le Mans in his category today and also see him lead Crowdstrike to continued success. Just sick πππ" [X Link](https://x.com/DenehyXXL/status/1667923962926383105) 2023-06-11T15:57Z 14.5K followers, [----] engagements "Fairly universal trait I've noticed among the highest performing people I've worked with and the best performing founders I've invested in: taking feedback without getting defensive. This inverse of this has been the undoing of so many otherwise promising talents" [X Link](https://x.com/DenehyXXL/status/1683936186832650244) 2023-07-25T20:24Z 14.5K followers, 13.3K engagements "In the last [--] months I watched two seed stage founders I invested in find buyers for their co's and successfully return $$ to investors. In both cases their existing lead investors were totally MIA. These types of founders are the unsung heroes of venture" [X Link](https://x.com/DenehyXXL/status/1684996773897437190) 2023-07-28T18:38Z 14.2K followers, 50.5K engagements "@businessbarista @jspujji There is a very real 'curse of competence' I see in some founders between Seed and Series B they dive into the weeds and try to carry the team/be at the center of solving every problem ultimately to the detriment of the company overall. It's a bizarre but common paradox" [X Link](https://x.com/DenehyXXL/status/1685029514554847232) 2023-07-28T20:48Z 14.3K followers, [--] engagements "@freeagentglobal Ha In both cases I wasnt the lead but I still coached them through it. If youre a lead investor in a seed round you *have* to be there for your founders when the chips are down" [X Link](https://x.com/DenehyXXL/status/1685070298268291072) 2023-07-28T23:30Z 14.2K followers, [----] engagements "@lachygroom Learned this the hard way in our Series C ππ [--] promising convos turned into [--] passes in [--] days. Thankfully that still meant nearly a half dozen came out the other side with π°π°" [X Link](https://x.com/DenehyXXL/status/1688912562723954688) 2023-08-08T13:58Z 14.2K followers, [---] engagements "The most enduring companies seem to focus on innovating for the 'power user' and letting that trickle down to high quality differentiated products for the mass market - Nike // athletes - Porsche // racing - Apple // creatives - Microsoft // developers" [X Link](https://x.com/DenehyXXL/status/1694022664275509461) 2023-08-22T16:24Z 14.3K followers, [----] engagements "Bad advice can mess up your reputation forever. Talked to a first time founder who closed Series A at a huge markup and *didn't* convert the SAFE π€―π had a STACKED list of angels who made a 10% coupon. He still doesn't understand why everyone is mad π€¦βπ€¦β" [X Link](https://x.com/DenehyXXL/status/1701993629760250274) 2023-09-13T16:17Z 14.3K followers, [----] engagements "@GuyDealership It's such a game changer Porsche even has a CarPlay product for your vintage 911" [X Link](https://x.com/DenehyXXL/status/1703769601228615876) 2023-09-18T13:55Z 14.3K followers, [----] engagements "@EslanBob @GuyDealership The best upgrade I did other than the CarPlay system for my 911SC were the LED headlights. They look like OEM lights from the era but you can actually see at night" [X Link](https://x.com/DenehyXXL/status/1703791712030638429) 2023-09-18T15:22Z 14.3K followers, [---] engagements "Lately I've reminded several early stage founders that you control a lot of the things that control your destiny: - the products you ship - how much $$ you spend - the people you hire - 'at bats' w/major sales prospects - operational rigor - your attitude" [X Link](https://x.com/DenehyXXL/status/1706404885703401558) 2023-09-25T20:26Z 14.5K followers, [---] engagements "@TurnerNovak If you're a Seed-Series F founder and your board isn't discussing: [--]. Asking ChatGPT for advice [--]. Money in the Banana Stand [--]. Their next LP conference [--]. Trying stuff in the arena it's time for a new board. Your network is your net worth" [X Link](https://x.com/DenehyXXL/status/1706410606301970839) 2023-09-25T20:49Z 14.2K followers, [---] engagements "Hard pill for a lot of startups to swallow this budgeting season but the best way to plan is to tune expenses to the low plan and add back once the performance is real and supports the incremental expense. Otherwise it's miss - reduce rinse and repeat β β " [X Link](https://x.com/DenehyXXL/status/1707474754406330507) 2023-09-28T19:17Z 14.5K followers, [---] engagements "My non-scientific survey of a dozen or so fellow B2B founders over the past two weeks there's basically three buckets of startups right now (outside of AI): [--]. The best (5%) - high growth great metrics valuable category efficient. Up rounds at good terms being discussed or happening. [--]. Messy middle (70%) - OK or meh metrics crowded category mediocre cash efficiency . Heading straight to recap-ville or sale if cash out date is soon [--]. The bottom (25%) - have not proven PMF and/or really lousy economics. Wind down or fire sale only realistic option if they are in need of cash The reality is" [X Link](https://x.com/DenehyXXL/status/1707522063139733742) 2023-09-28T22:25Z 14.3K followers, [----] engagements "@bryce π―π― exhibit a: my last startup raised $3M on $9M post in our Series A in [----] but we never raised additional capital after that and still owned 50% of the co between the two of us by the time we exited. It can be done" [X Link](https://x.com/DenehyXXL/status/1708917368708046978) 2023-10-02T18:50Z 14.3K followers, [---] engagements "Electric x Jumpcloud: the easiest most secure way for SMBs to: π»purchase + manage Apple & Windows devices πmanage your employees SaaS apps π₯ sync your HRIS π‘access to IT expertisewhen you need it The most complete SMB IT solution. Coming soon" [X Link](https://x.com/DenehyXXL/status/1709253791994782147) 2023-10-03T17:07Z 14.3K followers, [----] engagements "Today I learned a brand name NYC VC sold a piece of their portfolio at a 40% to discount *to their GPs* personally. Maybe this is more normal than it sounds" [X Link](https://x.com/DenehyXXL/status/1710030659006210148) 2023-10-05T20:34Z 14.2K followers, 56.2K engagements "What are you doing for tech week In my office creating shareholder value π" [X Link](https://x.com/DenehyXXL/status/1714293031116112246) 2023-10-17T14:51Z 14.3K followers, [----] engagements "@kirbywinfield WeWork wanted to invest in our Series B. We told them we should separate the investment and commercial agreements and only agree to the investment once we had a commercial deal papered. The latter never happened and we avoided having the dead weight on our cap table" [X Link](https://x.com/DenehyXXL/status/1714413153109307459) 2023-10-17T22:48Z 14.2K followers, [---] engagements "@adamn @BobEUnlimited @FirstMarkCap I think you meant 100% y/o/y growth not 10% for your Series A table stakes metrics" [X Link](https://x.com/DenehyXXL/status/1715469121885020531) 2023-10-20T20:44Z 14.2K followers, [--] engagements "Theres a multi-time NY founder quietly running a business doing $130M in EBITDA To quote Borat woo wee woo waaa New York will be home to the next generation of VC-backed profit machines" [X Link](https://x.com/DenehyXXL/status/1715524193213686202) 2023-10-21T00:23Z 14.2K followers, 33.4K engagements "@andruyeung @VCBrags - Down Round Daiquiri - Structured Margarita - Cant Do Business With Moscow Mule - Old Fashioned (the price goes up 3x by the time you finish) - Dirty Martini (when you pee you owe them [--] Martinis in return)" [X Link](https://x.com/DenehyXXL/status/1715525408228057099) 2023-10-21T00:28Z 14.2K followers, [---] engagements "@jefielding Only works when you have PMF and at least moderately understand the economics Founder needs to have a track record with sales teams. We hired a dozen AEs between our Seed and A but the machine was cranking and I didn't have concerns that another $8-12M was landing" [X Link](https://x.com/DenehyXXL/status/1717986920951611882) 2023-10-27T19:29Z 14.2K followers, [---] engagements "In between our Series B and Series C (early 2020) we created a round for 01a and haven't looked back since. I'm a better CEO and @Electric_AI is a better company as a result of @dickc + @adambain and team. If you're one of the few co's they offer to invest in take the $$$" [X Link](https://x.com/DenehyXXL/status/1722025521385439277) 2023-11-07T22:57Z 14.2K followers, [----] engagements "@pkligerman @F1 For whatever reason the media is looking for any reason to justify the narrative that this grand prix "didn't work" or was a failure. Sad" [X Link](https://x.com/DenehyXXL/status/1725583720084594876) 2023-11-17T18:36Z 14.2K followers, [---] engagements "@ericbahn And the new Raptor has more seats and is faster in a straight line than a Rolls Royce Wraith. Bad day for Rolls fans There is literally nobody on earth cross-shopping two-seater luxury or sports cars with pickup trucks ππ" [X Link](https://x.com/DenehyXXL/status/1730654965264232471) 2023-12-01T18:27Z 14.2K followers, [---] engagements "Tis the season ππ" [X Link](https://x.com/DenehyXXL/status/1732039347992731745) 2023-12-05T14:08Z 14.2K followers, [----] engagements "@Hootie_R Or nearly half a 911SC on BAT right now π" [X Link](https://x.com/DenehyXXL/status/1732167514472247676) 2023-12-05T22:38Z 14.2K followers, [--] engagements "@thec00z Yeah. In the Series A for my last co (which took [--] months to raise) an existing investor said they wouldn't sign b/c they "think we can do a little better" and offered to "make some intros" mind you we had two months cash left π" [X Link](https://x.com/DenehyXXL/status/1732538640020983824) 2023-12-06T23:12Z 14.2K followers, [--] engagements "@adrianalbus Back in the day we had to prove that before anyone would give us money My first two co's were 1-2 yrs of PMF-searching misery but in the end we were better for it and so were our eventual investors" [X Link](https://x.com/DenehyXXL/status/1732540148204683544) 2023-12-06T23:18Z 14.2K followers, [--] engagements "@kirbywinfield π° π°" [X Link](https://x.com/DenehyXXL/status/1743330817986658800) 2024-01-05T17:57Z 14.2K followers, [--] engagements "@stevegraham Totally agree. Let me opt in. Upload some docs. Set a price. If you find a buyer without me doing any work then god bless you" [X Link](https://x.com/DenehyXXL/status/1744857962542231999) 2024-01-09T23:05Z 14.2K followers, [---] engagements "@pkligerman Whether it's F1 or a tech company the solutions are always some combination of: - Get more money coming in - Have less money going out - Fire the person - Hire the better person - Make the tech better And do it faster than you have currently been doing it π" [X Link](https://x.com/DenehyXXL/status/1745182901044387982) 2024-01-10T20:36Z 14.2K followers, [--] engagements "@darrenmarble Never in my life have I seen an early stage company successfully raise money using a broker - not saying it hasnt been done I just havent seen it" [X Link](https://x.com/DenehyXXL/status/1747560589214310533) 2024-01-17T10:04Z 14.3K followers, [---] engagements "@bryce I have a buddy in Missoula who started a B2B SaaS co in the mid 2000s. Got to $5M ARR with four FTEs. Bootstrapped. Sold it for $35M. It used to be that or you moved upmarket and went hard in the paint like Ross Perot" [X Link](https://x.com/DenehyXXL/status/1750248719788994821) 2024-01-24T20:06Z 14.2K followers, [---] engagements "@Trace_Cohen Yeah in the most basic of terms the number of shares you get in an offer letter is irrelevant. It all depends on the price per share. Shares x price = value of stock award. For whatever reason ppl only look at the # of shares" [X Link](https://x.com/DenehyXXL/status/1753059279576195298) 2024-02-01T14:14Z 14.3K followers, [----] engagements "@Trace_Cohen As a result in our Series B we did a 10:1 stock split. That way when we sent an offer letter out it would have [----] shares instead of [---]. The value is *exactly* the same. It's just optics" [X Link](https://x.com/DenehyXXL/status/1753059627955023877) 2024-02-01T14:16Z 14.3K followers, [---] engagements "@Trace_Cohen But I can't tell you how many prospective employees would cross-shop offers b/t companies and say "SaasCo gave me [-----] shares You're only offering [----] Yor offer is too low" And we'd be like "but you have no idea what the share price is"" [X Link](https://x.com/DenehyXXL/status/1753060126632591498) 2024-02-01T14:17Z 14.3K followers, [----] engagements "I sat in the back as a spectator to our weekly staff mtg w/sr mgmt yesterday. There are few things more rewarding than watching the team run the show and kicking ass with each other. Hard to believe its only February. The pace and momentum is nuts β‘ πͺ" [X Link](https://x.com/DenehyXXL/status/1755941151683543498) 2024-02-09T13:06Z 14.3K followers, [----] engagements "There is a belief among growth stage founders that a public co or PE will buy you if all else fails. That just isn't the case. Corporates don't want random companies at *any* price and PE have sharp pencils. There will be a lot more binary outcomes than ppl are used to" [X Link](https://x.com/DenehyXXL/status/1757068341259210864) 2024-02-12T15:45Z 14.3K followers, [----] engagements "@pitdesi Weird to see Trade Magazine's hedge fund manager of the year flying commercial" [X Link](https://x.com/DenehyXXL/status/1757151712924553462) 2024-02-12T21:16Z 14.3K followers, [----] engagements "@sulemanali @relativityspace Reminds me a bit of Horacio Pagani - works at Lamborghini says carbon fiber is the future. Lambo execs dont care. - he buys an autoclave himself and starts Lamborghinis composites division - Leaves designs and builds carbon parts for other people - in [----] debuts the Zonda" [X Link](https://x.com/anyuser/status/1758578011094270047) 2024-02-16T19:44Z 14.5K followers, 37.2K engagements "Just gave a founder some sobering advice on M&A. The vast majority of transactions *do not* start with a corp dev team. Someone senior at BigCo has to be psyched on you and your product for a deal to have any real chance at getting done. Those relationships take time" [X Link](https://x.com/DenehyXXL/status/1762132744409108847) 2024-02-26T15:09Z 14.3K followers, 41.9K engagements "More founders need to understand that 20% growth + kinda sorta breakeven is a long road to nowhere and a waste of everyone's time (yours investors etc.) Either invest in reigniting venture style growth (50-100%+) *or* start producing cash. Anything else is no-man's land" [X Link](https://x.com/DenehyXXL/status/1762835214802325523) 2024-02-28T13:40Z 14.3K followers, 22.7K engagements "@jrichlive But my guess is that stories like Toast or Crowdstrike (our margins are awful but they will be great at some point) are very much the exception not the rule" [X Link](https://x.com/DenehyXXL/status/1762869361742635482) 2024-02-28T15:56Z 14.3K followers, [---] engagements "For years the domain name was so annoying b/c non-tech SMBs would ask if we were based in Anguilla. Glad it's actually working for us [--] years later πππ" [X Link](https://x.com/DenehyXXL/status/1768001582564626916) 2024-03-13T19:49Z 14.3K followers, [---] engagements "@pkligerman New Money Lap revenue model: create Spotify albums of race car audio. Give us hours and hours of continuous Le Mans F1 NASCAR sounds to go to sleep to" [X Link](https://x.com/DenehyXXL/status/1773114197162762551) 2024-03-27T22:25Z 14.3K followers, [---] engagements "Blade now generates roughly half their revenue ($120M) and all of their profit from their organ transport business. They bought a company in [----] called MediMobility which is now their biggest driver of growth. Wild. π π«" [X Link](https://x.com/anyuser/status/1776013187361513938) 2024-04-04T22:25Z 14.5K followers, 147.1K engagements "@bryce Montage and St Regis discovering B2B2C π β·" [X Link](https://x.com/DenehyXXL/status/1776228249200132144) 2024-04-05T12:39Z 14.4K followers, [---] engagements "@jrichlive If you just bought Rolexes for the past year instead of eating or clothing your children you'd be experiencing -13% inflation. Follow me for excellent financial advice like this" [X Link](https://x.com/DenehyXXL/status/1778809872085102706) 2024-04-12T15:38Z 14.3K followers, [---] engagements "Nothing like experimenting with new acquisition channels and then watching them hit all at once ππ" [X Link](https://x.com/DenehyXXL/status/1788600593990168716) 2024-05-09T16:03Z 14.4K followers, [----] engagements "@pitdesi Meanwhile in sports car racing Ive lost count of the number of tech guys competing at the pro level: [--]. George Kurtz / Crowdstrike [--]. Mark Kvamme / Drive Capital [--]. David Heneimeier Hansson / Basecamp [--]. Moisey Uretsky / DigitalOcean [--]. Dwight Merriman / Mongo Many more" [X Link](https://x.com/DenehyXXL/status/1788720176252240271) 2024-05-09T23:58Z 14.4K followers, [---] engagements "@TurnerNovak Turns out Monster Chipotle and Dominos would have made you more money than FAANG so maybe the investment strategy is "buy whatever trash is on the floor of a clapped out F-150"" [X Link](https://x.com/DenehyXXL/status/1788950503772102856) 2024-05-10T15:13Z 14.4K followers, [---] engagements "@adambain @PSG_English @KMbappe @goatapp Too bad your seats sucked π" [X Link](https://x.com/DenehyXXL/status/1789802305992167805) 2024-05-12T23:38Z 14.4K followers, [---] engagements "@fendien Very real issue. Contenders for both our Series A and Series B leads both left their firms within two quarters of when they would have potentially invested. Thankfully I chose BVP for the A GGV (now Notable) for the B and we have anything but a zombie cap table" [X Link](https://x.com/DenehyXXL/status/1790034146129031432) 2024-05-13T14:59Z 14.4K followers, [---] engagements "@fendien People forget that M&A of *any* size is a big undertaking. The acquiring company absolutely has to believe that buying you (even in an all stock deal at a low price) is the superior path to accomplishing one of their top strategic priorities" [X Link](https://x.com/DenehyXXL/status/1791511874174906581) 2024-05-17T16:51Z 14.4K followers, [----] engagements "@jasonlk If youre that ineffective at portfolio construction you shouldnt be managing $100M π" [X Link](https://x.com/DenehyXXL/status/1792875157955993962) 2024-05-21T11:08Z 14.4K followers, [----] engagements "@ericbahn Cool to see so many F1 alums racing - Jenson Button Grosjean M Schumacher Giovinazzi De Vries Kvyat Kubica" [X Link](https://x.com/DenehyXXL/status/1801402430497628407) 2024-06-13T23:53Z 14.4K followers, [---] engagements "@ericbahn And the SaaS contingent: George from Crowdstrike David from Basecamp π π" [X Link](https://x.com/DenehyXXL/status/1801402823730708565) 2024-06-13T23:54Z 14.4K followers, [---] engagements "At my last co we got uninvited from a conference that was make or break for our revenue for the year. We went anyways sat by the pool and took the mtgs. The conf told ppl not to meet with us they were furious. More partners came to meet us. We blew our $$ number out. The end π" [X Link](https://x.com/DenehyXXL/status/1804123060791832691) 2024-06-21T12:03Z 14.4K followers, [----] engagements "@bryce Goyard or go home" [X Link](https://x.com/DenehyXXL/status/1804141813101416584) 2024-06-21T13:18Z 14.4K followers, [---] engagements ""THIS IS WHAT HAPPENS WHEN YOU KEEP GOING" mannn Lewis Hamilton hit the nail on the head with this after breaking his [---] day winless streak at the British GP yesterday. So much of success in *any* field (esp startups) is simply whether or not you keep going" [X Link](https://x.com/DenehyXXL/status/1810322251478114745) 2024-07-08T14:37Z 14.4K followers, [---] engagements "@thesamparr Painfully slow and unreliable. A Porsche [---] coupe is not far off from this mechanically but infinitely more fun and will never go down in value" [X Link](https://x.com/DenehyXXL/status/1810402751219658841) 2024-07-08T19:57Z 14.4K followers, [---] engagements "Before we raised our Series B at my previous co my cofounder asked me point blank "dude are you sure we want to do this" meaning do we want to take on more capital move the goal posts substantially and commit to 5+ more years 'Fuck no' was the answer we came to" [X Link](https://x.com/DenehyXXL/status/1811156965050970527) 2024-07-10T21:54Z 14.5K followers, 40.6K engagements "@buccocapital Yammer CEO" [X Link](https://x.com/DenehyXXL/status/1813041566149202205) 2024-07-16T02:42Z 14.5K followers, [----] engagements "First public co I worked at (via acquisition) my cofounder and I were let go in a somewhat acrimonious fashion. I asked to have everything in my office sent to my house. The HR department obliged and included the entire contents of my trash can including rotten food. Classy" [X Link](https://x.com/DenehyXXL/status/1817953433439150523) 2024-07-29T16:00Z 14.5K followers, [---] engagements "When did my fellow founders get so entitled This is an excellent (albeit refreshingly blunt) pass email. If you're doing $1M in ARR and - don't have basic financials - experiencing high churn then this is the best and most accurate email you should expect to get. VC is also right re: price. Deal with it. Last year a VC begged to meet with us When we sent over our numbers they concluded that our MRR was "almost meaningless" Then they ended the email by trying to invest at half our valuation We did not take their money https://t.co/7P4JzJQLXD Last year a VC begged to meet with us When we sent" [X Link](https://x.com/anyuser/status/1818321168656478209) 2024-07-30T16:22Z 14.5K followers, 199.8K engagements "Fun email from a WeWork account executive today ""our chapter [--] was purely a biz strategy to renegotiate some leases" π€ͺπ€ͺ" [X Link](https://x.com/DenehyXXL/status/1822000870701047841) 2024-08-09T20:03Z 14.5K followers, [----] engagements "@pkligerman American hero and fashion icon" [X Link](https://x.com/DenehyXXL/status/1826001762748346631) 2024-08-20T21:02Z 14.5K followers, [---] engagements "@samfjacobs Also google 'jet fuel fire'" [X Link](https://x.com/DenehyXXL/status/1826685239445651944) 2024-08-22T18:17Z 14.5K followers, [--] engagements "@Porsche 997" [X Link](https://x.com/DenehyXXL/status/1827073189815460115) 2024-08-23T19:59Z 14.5K followers, [----] engagements "@austin_rief VC is the same way. A well known early stage investor in NYC backed a really lousy founder I knew years ago. I called him after the round was announced "why didn't you call me" "I didn't wanna hear the bad stuff" The company never made it to Series A. Odd" [X Link](https://x.com/DenehyXXL/status/1832056286520696988) 2024-09-06T14:00Z 14.5K followers, [---] engagements "@gokulr @Klarna @salesforce @Workday Would be cool if the best heads of enterprise IT got comped on a % of savings" [X Link](https://x.com/DenehyXXL/status/1833640852582728175) 2024-09-10T22:57Z 14.5K followers, [----] engagements "@lessin Send me your Venmo and a docusign we can get this going tonight" [X Link](https://x.com/DenehyXXL/status/1833642052967666012) 2024-09-10T23:01Z 14.5K followers, [---] engagements "@NaithanJones He should have used Ramp to get cash back on the baby oil" [X Link](https://x.com/DenehyXXL/status/1836400741738598868) 2024-09-18T13:43Z 14.5K followers, [--] engagements "@HarryStebbings Ryan Breslow" [X Link](https://x.com/DenehyXXL/status/1838589873793478823) 2024-09-24T14:42Z 14.5K followers, [----] engagements "@businessbarista Tour de France riders are in a different universe than marathon runners. And that is not a knock on runners It's almost impossible to comprehend how someone can rip super high V02 max efforts for 3-6 hours a day for three weeks straight with two rest days" [X Link](https://x.com/DenehyXXL/status/1841500217503265156) 2024-10-02T15:27Z 14.5K followers, [----] engagements "In [--] yrs of angel investing I have *never* seen a milestone-based financing round end positively for the founders. A huge part of early stage venture is that it's a winding road. These sorts of deals are a time bomb. Founders: walk away from investors who offer milestone-based investments π©π© They will micromanage you and they likely dont have the full funds available. The right investors will invest the full amount up front. Founders: walk away from investors who offer milestone-based investments π©π© They will micromanage you and they likely dont have the full funds available. The right" [X Link](https://x.com/DenehyXXL/status/1841500884036964612) 2024-10-02T15:29Z 14.4K followers, [----] engagements "@pitdesi Probably an easier decision since the fee structure of these select funds is often reduced and therefore less of a sting short-term. Also a bit of misnomer to say they gave the money back since they didn't call it in the first place. They are reducing the fund size" [X Link](https://x.com/DenehyXXL/status/1841521922049228996) 2024-10-02T16:53Z 14.5K followers, [----] engagements "@jrichlive Related is this misconception about UHNW individuals - in the vast majority of cases you are not sitting on a Scrooge McDuck pile of cash it's often semi-illiquid assets in job-creating businesses and investments in innovative ideas etc" [X Link](https://x.com/DenehyXXL/status/1845853154664984993) 2024-10-14T15:44Z 14.5K followers, [---] engagements "Update: best eBay purchase in some time. Guess @Electric_AI will have to become a client at some point π This is from @Jefferies [----] Annual Report. [--] years ago the @Jefferies uniform was the maroon silk Bomber Jacket. And look at the dressed up punk running Taxable Fixed Income @litcapital @OHWallStreet https://t.co/kvlRvB029Q This is from @Jefferies [----] Annual Report. [--] years ago the @Jefferies uniform was the maroon silk Bomber Jacket. And look at the dressed up punk running Taxable Fixed Income @litcapital @OHWallStreet https://t.co/kvlRvB029Q" [X Link](https://x.com/DenehyXXL/status/1845955566985675191) 2024-10-14T22:31Z 14.5K followers, [----] engagements "Doing my first VC-backed co in '07 it was understood that the whole experience would be miserable you'd never raise much $$ and the personal sacrifice huge. Lived every day like your hair was actually on fire. I don't really see that hard core spirit in a lot of founders now. A big generational change: When I raised venture capital I viewed it as a do-or-die commitment to making them money building something great or going down trying Fast forward to today founders are happy to just quit having raised $2m $20 $200m $2000m in venture capital A big generational change: When I raised venture" [X Link](https://x.com/DenehyXXL/status/1849921810743099451) 2024-10-25T21:11Z 14.5K followers, [----] engagements "This is not rly a red flag. Most institutional leads in a proper ($2-4M) seed will need a board seat and be pretty dogmatic about it. Obv need to make sure you do your homework but in most cases you won't IPO and if you do likely your seed BoD member has since stepped aside. If a seed investor insists on a board seat proceed with caution. Dont put anyone on your board who you cant envision being there at your IPO. If a seed investor insists on a board seat proceed with caution. Dont put anyone on your board who you cant envision being there at your IPO" [X Link](https://x.com/DenehyXXL/status/1851656072341193090) 2024-10-30T16:03Z 14.5K followers, [----] engagements "@shensi_ π₯΄π₯΄wE hAvE mErGe aT hOmE π€‘π€‘" [X Link](https://x.com/DenehyXXL/status/1854261130098565504) 2024-11-06T20:34Z 14.5K followers, [----] engagements "@jefielding Seeing the same thing in Series A. I'm in two companies with $3M+ ARR growing super fast (200%+) repeat founders etc. and both struggled big time to get a term sheet. Wild" [X Link](https://x.com/DenehyXXL/status/1857491139034517830) 2024-11-15T18:29Z 14.5K followers, [----] engagements "@WonderinCaveMan @jefielding Both are burning very little cash" [X Link](https://x.com/DenehyXXL/status/1857503640505680103) 2024-11-15T19:19Z 14.5K followers, [---] engagements "@JoelGG @jefielding When the market is pulling you hard you want to fund profitable growth but it requires up front cash - THE VC use case" [X Link](https://x.com/DenehyXXL/status/1857671441807810598) 2024-11-16T06:26Z 14.5K followers, [--] engagements "@NWischoff I go back in time nine million years when I drive this (its an 04) but Im also not gonna compare a vinyl record to Spotify" [X Link](https://x.com/DenehyXXL/status/1858276508965458289) 2024-11-17T22:30Z 14.5K followers, [---] engagements "@fendien At my last startup I openly disagreed w/my cofounder in a VC pitch. As we're walking to the car he goes "dude what the actual fuck was that" a lesson I only needed to learn once" [X Link](https://x.com/DenehyXXL/status/1859296052962046207) 2024-11-20T18:01Z 14.5K followers, [---] engagements "Peak automotive branding execution. Introducing the Aim Leon Dore Porsche [---] Turbo. https://t.co/oBLR1eJjPO Introducing the Aim Leon Dore Porsche [---] Turbo. https://t.co/oBLR1eJjPO" [X Link](https://x.com/DenehyXXL/status/1859297603386736657) 2024-11-20T18:07Z 14.5K followers, [----] engagements "@EliWachs @ForbesUnder30 @alexmorgan13 Proud of you just don't go to jail" [X Link](https://x.com/DenehyXXL/status/1864039589117043135) 2024-12-03T20:10Z 14.5K followers, [---] engagements "@TurnerNovak One nosebleed Nickelback ticket" [X Link](https://x.com/DenehyXXL/status/1871494392210751581) 2024-12-24T09:53Z 14.4K followers, [---] engagements "@iamluismalheiro You left out the part where JPM was so embarrassed about the deal they offered to let her keep the $10M but forfeit the remaining $20M and never speak of it again. Her lawyer said so demanded the $20M and thats when it went nuclear" [X Link](https://x.com/DenehyXXL/status/1873817076546363577) 2024-12-30T19:42Z 14.4K followers, [----] engagements "Long stretches of cardio multiple times a week is probably one of the greatest mental & physical life hacks available" [X Link](https://x.com/DenehyXXL/status/1873818347101708672) 2024-12-30T19:48Z 14.4K followers, [---] engagements "@DanReich Hell yeah. Love the Garmin displays and touchscreens" [X Link](https://x.com/DenehyXXL/status/1875263102830440568) 2025-01-03T19:28Z 14.4K followers, [--] engagements "@ByDobson One advantage to wearing these a lot is that I get to rattle off Operation Doomsday fun facts in line at Chipotle to the various men (never women go figure) who approach me to discuss said topic" [X Link](https://x.com/DenehyXXL/status/1876404990677340215) 2025-01-06T23:06Z 14.4K followers, [---] engagements "@dickc The only watch Im trying to get my hands on π π" [X Link](https://x.com/DenehyXXL/status/1878871630597988648) 2025-01-13T18:27Z 14.4K followers, [---] engagements "@patinaresearch Saleen type shiiiii π£ π£" [X Link](https://x.com/DenehyXXL/status/1881060259336421577) 2025-01-19T19:24Z 14.4K followers, [--] engagements "@JasonrShuman Would be an epic fintech add-on for The Knot" [X Link](https://x.com/DenehyXXL/status/1881819122151154050) 2025-01-21T21:40Z 14.4K followers, [--] engagements "@micahjay1 Agree. For many founders it's less about 'light' vs 'heavy' and more about style: how are we spending our time together what are you asking why what is the tone of the conversation How helpful is this Do you *really* understand the biz" [X Link](https://x.com/DenehyXXL/status/1883983118232871175) 2025-01-27T20:59Z 14.4K followers, [---] engagements "@micahjay1 We DQ'd a respected later stage firm in Series C once DD turned into this bizarre bureaucratic pageantry. Pre-meetings to explain how to play their internal politics meeting after meeting to go over the same data etc. no good" [X Link](https://x.com/DenehyXXL/status/1883984205643931904) 2025-01-27T21:03Z 14.4K followers, [--] engagements "@thinkshiv @okta @McLarenF1 π π π¨" [X Link](https://x.com/DenehyXXL/status/1884396960364322957) 2025-01-29T00:23Z 14.4K followers, [--] engagements "Groupon was an unexpectedly productive talent factory in its time and an M&A machine. We (Swarm acq 2014) were acquisition number [--] out of I think 40+ deals. That's A LOT of founders who are now back out in the streets doing cool stuff. Though most of us *not* building jets. Blake (Boom) is getting some well-deserved hype (I can't wait for my first supersonic flight) and lots of folks are discovering that he last worked at Groupon. Kind of surprising now but Groupon was an awesome talent magnet and a good place to learn - we were figuring out new Blake (Boom) is getting some well-deserved" [X Link](https://x.com/DenehyXXL/status/1884656573760299275) 2025-01-29T17:35Z 14.4K followers, [---] engagements "@mytechceoo @justinwolz @rhobusiness @nyctmac Or this one use company funds to - lease expensive apartment - buy a new Tesla - lie about Series A closing and fly to Budapest with your dog https://www.cnbc.com/amp/2023/08/15/tech-founder-pumped-revenue-to-defraud-venture-investors-prosecutors.html https://www.cnbc.com/amp/2023/08/15/tech-founder-pumped-revenue-to-defraud-venture-investors-prosecutors.html" [X Link](https://x.com/DenehyXXL/status/1884932579033317465) 2025-01-30T11:52Z 14.4K followers, [---] engagements "Just got a v bizarre investor update from a Series B co I invested in a while ago. A+ narrative around big results ARR beating plan NDR etc. but not a single actual number No clue what sales rev burn runway is. Founders don't do this" [X Link](https://x.com/DenehyXXL/status/1884984619918905813) 2025-01-30T15:18Z 14.4K followers, [---] engagements "@businessbarista Agree but a few people/suitations get a pass [--]. Teams/webex - you're a non-VC asset manager or exec at a F1000 co [--]. Android - many great CTOs turns your texts green [--]. Socks before pants - the 1-2x/year I have to put on a suit and dress socks" [X Link](https://x.com/DenehyXXL/status/1887212546622693729) 2025-02-05T18:51Z 14.4K followers, [---] engagements "@RobertMSterling @realEstateTrent Coming into a few bucks at [--] vs [--] was a godsend" [X Link](https://x.com/DenehyXXL/status/1888487263270486297) 2025-02-09T07:17Z 14.4K followers, [--] engagements "@jefielding Hard to imagine going past [--]. Employee disputes conduct reviews comp etc. you can absolutely handle stuff like payroll benefits etc. with tools but someone has to own the function itself. At [--] youll have a lot of non-HR ppl doing a lot of HR things" [X Link](https://x.com/DenehyXXL/status/1896750169825370294) 2025-03-04T02:30Z 14.4K followers, [---] engagements "@pitdesi Also BMW x Kith has been wildly successful for both brands" [X Link](https://x.com/DenehyXXL/status/1898471883852673046) 2025-03-08T20:32Z 14.4K followers, [---] engagements "@pitdesi Bentley x Breitling has always had excellent execution too" [X Link](https://x.com/DenehyXXL/status/1898472319804379320) 2025-03-08T20:34Z 14.4K followers, [---] engagements "@BradChadlington @TechSalesGuy3 If partnerships are a material revenue driver then it looks like an enterprise AE comp plan. Not many companies have this motion though. Usually if it's a big enough contributor the co pivots to being 100% channel" [X Link](https://x.com/DenehyXXL/status/1904207931056304530) 2025-03-24T16:25Z 14.4K followers, [--] engagements "@jasonlk During our Series A Mike Droesch from Bessemer hand delivered the TS to my office. That wasnt what sealed the deal but it was one of the many things they did that helped me say yes to them" [X Link](https://x.com/DenehyXXL/status/1906834371866460343) 2025-03-31T22:21Z 14.4K followers, [---] engagements "@jasonlk Opposite experience. So far today I have been legitimately convinced that: [--]. Waffle House opened in Montauk [--]. Max Verstappen signed with Aston Martin [--]. Sydney Sweeney listens to Westside Gunn" [X Link](https://x.com/DenehyXXL/status/1907177122835124269) 2025-04-01T21:03Z 14.4K followers, [---] engagements "@businessbarista Strava is pretty helpful in this regard b/c every day you log in and see a nemesis of yours crushing more miles on the bike/zwift" [X Link](https://x.com/DenehyXXL/status/1910441590801523185) 2025-04-10T21:15Z 14.4K followers, [----] engagements "@businessbarista Biological Black Box Fanuc Robots Saronic Aeon Industrial http://Atmo.ai http://Atmo.ai" [X Link](https://x.com/DenehyXXL/status/1913010154255065134) 2025-04-17T23:22Z 14.4K followers, [---] engagements "@jordihays Pro Meta Pro General Dynamics Pro Occidental Petroleum Winners root for winning teams π" [X Link](https://x.com/DenehyXXL/status/1915476886756446445) 2025-04-24T18:44Z 14.4K followers, [---] engagements "@roshanpateI I once invested in someone like that - sold a startup in his 20s (he did not) - $0-$3M ARR (actually $60K) - Bought Tesla w/company money - Claimed 'our Series A is closing tomorrow' (for months) - Fled the country https://www.vitallaw.com/news/ai-news-s-d-n-y-sec-charges-ai-start-up-founder-with-2-8-million-investment-fraud-scheme/sld01a716dd907a5942dda59972fbcafd9912refURL=https%3A%2F%2Fwww.google.com%2F#" [X Link](https://x.com/DenehyXXL/status/1919487841089859688) 2025-05-05T20:22Z 14.4K followers, 13.7K engagements "@intelliot @garrytan I was [--] lost my license at a bar the weekend before. Then lost my passport (also at a bar) the night before. Two credit cards with name matching boarding pass seemed to work. Its at TSA discretion" [X Link](https://x.com/DenehyXXL/status/1919573944761299008) 2025-05-06T02:04Z 14.4K followers, [--] engagements "@roundtripgod Wrong. I paid cash for a heavily depreciated Aston Martin and never looked back π" [X Link](https://x.com/DenehyXXL/status/1930306950064926945) 2025-06-04T16:53Z 14.4K followers, [--] engagements "@ChrisJBakke When I got to SF in [----] there were still so many ponytail / Hawaiian shirt OG salesforce engineers and hard core COO types who never met a bag of candy they didn't like. Simpler times" [X Link](https://x.com/DenehyXXL/status/1930369487494136194) 2025-06-04T21:02Z 14.4K followers, [---] engagements "@JeffMG68 One thing would have radically changed this cars trajectory: if it was priced to compete with a Nissan GTR or Corvette (under $100K) at the time youd see a million of these on the road today and it would have been revolutionary" [X Link](https://x.com/DenehyXXL/status/1931855202644074632) 2025-06-08T23:25Z 14.4K followers, [--] engagements "@rfkenmore The vast majority of people if given some seed money and warm intros would come back in a few years with zero dollars and a lot of excuses" [X Link](https://x.com/DenehyXXL/status/1932188673467957414) 2025-06-09T21:30Z 14.4K followers, [---] engagements "@Jayo_US Lets not forget bringing MK back to house/DJing from his gig with Will Smith" [X Link](https://x.com/DenehyXXL/status/1932899916713451973) 2025-06-11T20:37Z 14.4K followers, [----] engagements "@rfkenmore London is Stone Island Vancouver is Arc'Teryx" [X Link](https://x.com/DenehyXXL/status/1937942672599138649) 2025-06-25T18:35Z 14.4K followers, [--] engagements "Most of the 1000+ 'zombie unicorns' won't ever change b/c reigniting growth requires a wholesale rewrite of GTM + product strategy and most of these co's are doing *just well enough* to not want to blow up the existing model. Ergo nothing changes zombie lurch continues" [X Link](https://x.com/DenehyXXL/status/1938310599911338446) 2025-06-26T18:57Z 14.4K followers, [---] engagements "@lizwessel The inverse is also true. I'm close to two companies with Series C revenue who have only raised Seed rounds. Weirdly that creates a different set of problems (though on the whole v positive)" [X Link](https://x.com/DenehyXXL/status/1938344622503198740) 2025-06-26T21:12Z 14.4K followers, [---] engagements "@lizwessel Candidates will say things like "I don't want to go that early stage" and can't separate the funding milestone from the revenue milestone. Same with certain partners 'we only work w/ Series B and above' and these guys are like 'we're doing [--] figures of revenue and profitable"" [X Link](https://x.com/DenehyXXL/status/1938345213698937340) 2025-06-26T21:14Z 14.4K followers, [--] engagements "@alyssakrejmas Nearly crashed in [----] vibing too hard on the way back from Palo Alto one night" [X Link](https://x.com/DenehyXXL/status/1938359602824810857) 2025-06-26T22:11Z 14.4K followers, [--] engagements "@unusual_whales Meanwhile George Kurtz (founder CEO of Crowdstrike) is regularly winning races and podiumed at Le Mans" [X Link](https://x.com/DenehyXXL/status/1943415796408975627) 2025-07-10T21:03Z 14.4K followers, 17.7K engagements "@bscholl @ericbahn @boomaero And he just got recruited as Red Bull team principal. Where does that man find the time" [X Link](https://x.com/DenehyXXL/status/1943416327407800373) 2025-07-10T21:05Z 14.4K followers, [--] engagements "@Nicky_Burger @kkb_soundsystem Lol nope. Real Goyard pouch they are not expensive at all and then paint work by E https://www.instagram.com/servicedby_e https://www.instagram.com/servicedby_e" [X Link](https://x.com/DenehyXXL/status/1943668165352792466) 2025-07-11T13:46Z 14.4K followers, [---] engagements "@Nicky_Burger @kkb_soundsystem All good sir" [X Link](https://x.com/DenehyXXL/status/1943685365593756087) 2025-07-11T14:54Z 14.4K followers, [---] engagements "@dhh Unboxing Nintendo to full gas in Mario Kart is the perfect setup benchmark. We don't currently support Linux boxes at @Electric_AI but this would be a fun thing to stand up this weekend" [X Link](https://x.com/DenehyXXL/status/1943744243920503112) 2025-07-11T18:48Z 14.4K followers, [---] engagements "@TheValuesVC @HarvardHBS @bussgang @clipse Call me subwoofer π π£" [X Link](https://x.com/DenehyXXL/status/1943744844926423219) 2025-07-11T18:50Z 14.4K followers, [--] engagements "@austin_rief I have a lot of respect for The Information but they are not doing themselves any favors pooh poohing the creator of the category while they launch their milquetoast knockoff" [X Link](https://x.com/DenehyXXL/status/1945119667447599609) 2025-07-15T13:54Z 14.4K followers, [---] engagements "@westvillagecap Human Made Shake Shack collab is crazy" [X Link](https://x.com/DenehyXXL/status/1945163482610954581) 2025-07-15T16:48Z 14.4K followers, [--] engagements "@DebatingHipHop_ Mike Tyson / EBITDA / FICO run is crazy crazy" [X Link](https://x.com/DenehyXXL/status/1945485087434277232) 2025-07-16T14:06Z 14.4K followers, [---] engagements "@fendien These are the best meetings for founders- the ones that feel like a strategic discussion about the business rather than an interview or worse an interrogation" [X Link](https://x.com/DenehyXXL/status/1947656793800225132) 2025-07-22T13:55Z 14.4K followers, [--] engagements "@fendien Conversely many years ago had mtg w/NEA that devolved into a "we called some of the companies featured in your slides and they don't work with you" - it turned out the associate was so eager for gotchas she called co's on our market map slide π€‘πβ " [X Link](https://x.com/DenehyXXL/status/1947658469294625220) 2025-07-22T14:02Z 14.4K followers, [--] engagements "@MollySOShea @a16z How is Bessemer not on here Henry Phipps co-founded Carnegie Steel The Bessemer process enabled mass production of steel BVP was spun out of his family office The logo is steel beams π₯" [X Link](https://x.com/DenehyXXL/status/1950739866846703816) 2025-07-31T02:06Z 14.4K followers, [---] engagements "@MollySOShea @a16z Proper lore" [X Link](https://x.com/DenehyXXL/status/1950741675917111747) 2025-07-31T02:13Z 14.4K followers, [--] engagements "@BenyaminHolley Therein lies the problem. Once you realize you're NGMI the only solution is to build a time machine to three months ago and 3x your pipe. Sad" [X Link](https://x.com/DenehyXXL/status/1953200188811596025) 2025-08-06T21:03Z 14.4K followers, [---] engagements "@BenyaminHolley AE archetype: deliver big quarter then slack off for a quarter and in the process blow most of next quarter. These are the ones who finish the year at 70-80% to quota so still look OK but it's a draining rollercoaster for them and their manager" [X Link](https://x.com/DenehyXXL/status/1953200631436722324) 2025-08-06T21:04Z 14.4K followers, [---] engagements "@prestonholland6 I know the FBO and the guy who got you the hat π" [X Link](https://x.com/DenehyXXL/status/1955029151947325768) 2025-08-11T22:10Z 14.4K followers, [--] engagements "@ByDobson Mike Tyson / EBITDA / FICO run is a package deal in my mind" [X Link](https://x.com/DenehyXXL/status/1955289926867530238) 2025-08-12T15:27Z 14.4K followers, [---] engagements "@jendarhy Looks awesome but get ready for all non-motorsports ppl to lose their minds over "RFK" b/c they don't know it's not *that* RFK π" [X Link](https://x.com/DenehyXXL/status/1956067373779443819) 2025-08-14T18:56Z 14.4K followers, [--] engagements "@jasonlk For many 'consolidation' will be not much more than a few people getting a job with another portco Most founders don't fully appreciate how badly someone has to *need* your company in order to make an acquisition (even for $0) worth the effort" [X Link](https://x.com/DenehyXXL/status/1965898236675469660) 2025-09-10T22:00Z 14.4K followers, [----] engagements "@theinformation @Atlassian @mcannonbrookes Agree 100%" [X Link](https://x.com/DenehyXXL/status/1966130733103329460) 2025-09-11T13:24Z 14.4K followers, [--] engagements "@chrisfralic And an absolute masterclass in distribution strategy. The vast majority of USAT's daily circ was via partners like Marriott and Hilton. Less than 100K people actually had a subscription for home delivery. Biggest newspaper in America for a long time as a result" [X Link](https://x.com/DenehyXXL/status/1967680924021309615) 2025-09-15T20:04Z 14.4K followers, [--] engagements "@CharleyMa Everything that's old is new again. Our Series A in [----] - automate local IT providers - $0-$1M ARR in under a year - Repeatable sales motion to get us to $6M NTM" [X Link](https://x.com/DenehyXXL/status/1968683055775612952) 2025-09-18T14:26Z 14.4K followers, [---] engagements "@sheckwes The better the art is the easier the business gets. On the flipside all things being equal the best marketer win. That is how we get so much 'bad' art that makes a lot of people a lot of money" [X Link](https://x.com/DenehyXXL/status/1970893869840728310) 2025-09-24T16:51Z 14.4K followers, [---] engagements "@zachweinberg Only one i can think of is Robert from Compass (McKinsey)" [X Link](https://x.com/DenehyXXL/status/1972810932545049010) 2025-09-29T23:49Z 14.5K followers, [----] engagements "@Austen 100% right. If you parked a Camry on the street overnight in most residential neighborhoods in East Hampton / Jackson Hole / Palm Beach / Bel Air someone would call the police" [X Link](https://x.com/DenehyXXL/status/1972818732293754945) 2025-09-30T00:20Z 14.4K followers, [---] engagements "@pitdesi @Austen Guy at my race track dailies a Chrysler Town & Country but has a Senna at home. Legend" [X Link](https://x.com/DenehyXXL/status/1972819113283355131) 2025-09-30T00:21Z 14.4K followers, [---] engagements "@jefielding Great point. I have seen a lot more of this semi-performative 'multi time founder' stuff lately. Last year I got pitched for an angel check by a guy wearing a Richard Mille watch (he also was looking for $500K) that was completely insane to me. Different situation. But insane" [X Link](https://x.com/DenehyXXL/status/1972826509883965815) 2025-09-30T00:51Z 14.4K followers, [----] engagements "Hate to say it but he's more right than ppl want to admit. I had no VC network [--] years ago. I was making extreme sports videos and sleeping on couches. Weaseling my way to investors was the exact same infuriating learning curve required to get to team members and customers. Marc Andreessen on why VCs ignore cold emails and why thats not unfair The way the top-end venture capitalist firms work is theyll basically take you seriously if you come in introduced by somebody theyve worked with before and they wont take you seriously if you dont. https://t.co/zrCcYtXgYi Marc Andreessen on why VCs" [X Link](https://x.com/DenehyXXL/status/1973756125851095083) 2025-10-02T14:25Z 14.5K followers, [---] engagements "@bhalligan Best advice we got after the Series A "We don't care if you do $8M or $5M next year lets make sure the customers are really happy and we know how to keep doing that"" [X Link](https://x.com/DenehyXXL/status/1973756527082365350) 2025-10-02T14:26Z 14.5K followers, [---] engagements "@jspujji A lot of it depends on what you actually like - for example I love cool cars but am not a big watch guy. My love for the Casio G shock is probably very perplexing to all the guys with brand new APs" [X Link](https://x.com/DenehyXXL/status/1975237778519576831) 2025-10-06T16:32Z 14.4K followers, [---] engagements "@ajhodls I was pretty adamant about this until after hiring 1000+ people over [--] years I saw how much time is wasted (and value destroyed) when a team member spends [--] mos or a year learning stuff they absolutely 100% should know on day one" [X Link](https://x.com/DenehyXXL/status/1976733403257962566) 2025-10-10T19:35Z 14.4K followers, [---] engagements "@ajhodls To that end multiple things can be true. Domain on its own is absolutely a second class citizen to things like work ethic communication organization and overall ability to execute. But if you don't know the market segment broadly (for ex B2B SaaS SMB) its a tough road" [X Link](https://x.com/DenehyXXL/status/1976734051714150474) 2025-10-10T19:38Z 14.4K followers, [--] engagements "@WillManidis ** clickbait ** This is from their South Africa website where they have offered armored cars direct to consumers for 15+ years as do many other manufacturers for reasons we don' t need to explain π In the US you can special order one but it is not actively marketed" [X Link](https://x.com/DenehyXXL/status/1978596061808656444) 2025-10-15T22:57Z 14.4K followers, [----] engagements "Founders just scraping by on a Monday: the day Groupon acquired Swarm I was $30K in the hole hadnt paid taxes in two years and was paying my rent with a credit card connected to Venmo. Tune out the noise stay focused and your luck can change really fast" [X Link](https://x.com/anyuser/status/1285229975218470915) 2020-07-20T15:07Z 14.5K followers, [----] engagements "@roccosavage Too funny we gave away a Tesla Truck last year. The campaign did terribly. People want a cooler *now* not a shot at winning a car later" [X Link](https://x.com/DenehyXXL/status/1311635285575307264) 2020-10-01T11:53Z 14.5K followers, [--] engagements "There is a massive startup ecosystem in Africa that nobody in the US is paying attention to" [X Link](https://x.com/anyuser/status/1347545074494791682) 2021-01-08T14:05Z 14.5K followers, [----] engagements "Putting MBA in your email signature seems like the business equivalent of a Baby on Board sticker. Change my mind" [X Link](https://x.com/DenehyXXL/status/1395777206631243779) 2021-05-21T16:23Z 14.5K followers, [---] engagements "Zendesk made it from founding to IPO on $70M of lifetime burn. A lot of growth stage startups who raised last year still have that (or more) in the bank. No excuses if you cant make it from here to IPO with what you already have on hand" [X Link](https://x.com/anyuser/status/1605570717306724352) 2022-12-21T14:27Z 14.5K followers, 178.5K engagements "Tons of west coast firms *say* they are focused on New York but GGV really did it: hired several partners in NYC opened an office in Flatiron and most importantly deployed $800M across [--] companies out here. This kind of follow thru is huge for the π½π½π½π½ ecosystem. Thank you to everyone from our community for coming to our NYC party and for mingling with the GGV team We're excited to have a presence in New York with all its wonderful founders investors and operators. #GGVNYC π½ https://t.co/bCyFsZNYEF Thank you to everyone from our community for coming to our NYC party and for mingling" [X Link](https://x.com/DenehyXXL/status/1654480302302015489) 2023-05-05T13:36Z 14.5K followers, [----] engagements "@nicberardi @iamluismalheiro Fucking crazy" [X Link](https://x.com/DenehyXXL/status/1873818813919355282) 2024-12-30T19:49Z 14.5K followers, [---] engagements "SaaS Goes Racing πawesome to see @tobi + @dhh (Basecamp founder) racing together in the Rolex [--] this wknd. Next @George_Kurtz ($CRWD CEO) and @ColtonHerta on the same team also in LMP2 class Finally my guy @pkligerman will be out there holding it down in GTD class. LFG" [X Link](https://x.com/DenehyXXL/status/1882475204699672821) 2025-01-23T17:07Z 14.5K followers, [----] engagements "@BillRMcDermott The time is $NOW π" [X Link](https://x.com/DenehyXXL/status/1890603868225995006) 2025-02-15T03:27Z 14.4K followers, [---] engagements "@pitdesi @pk_iv Haha different RFK - Roush Fenway" [X Link](https://x.com/DenehyXXL/status/1906469799288512819) 2025-03-30T22:13Z 14.5K followers, [--] engagements "@paulg Bad cofounders turn every key decision into a kangaroo court that leaks insane value from the company" [X Link](https://x.com/DenehyXXL/status/1978792511846875561) 2025-10-16T11:57Z 14.4K followers, [---] engagements "@loomdart There's a third type: Buy a $200K GT3 finance 2/3 at 4% and buy an apartment complex in Minnesota. Sell GT3 five years later for MSRP π free motoring" [X Link](https://x.com/DenehyXXL/status/1980292478365565145) 2025-10-20T15:18Z 14.5K followers, [---] engagements "@drewfallon12 I'm shocked they didn't cute with the earn out accounting to reduce the payments. Good for them and for the farmers. Friend of mine sold a beverage co a few years ago to a conglomerate in the space and they used every accounting trick on earth to get out of a $50M payment" [X Link](https://x.com/DenehyXXL/status/1980671900612513935) 2025-10-21T16:25Z 14.4K followers, [---] engagements "@jbahrdestefano in [----] I had [--] year old NYC cabbie show me his $360K Etrade account and his biggest holding was Crowdstrike at $100K. Good for him" [X Link](https://x.com/DenehyXXL/status/1980673014145642979) 2025-10-21T16:30Z 14.4K followers, [--] engagements "@ankurnagpal Things only a PWM can do: - Have their trading desk build collar for acquisition proceeds in a volatile public stock - Fat unsecured LOC - Hyper low interest (L+ basically nothing) secured lines - Toss you nibbles of Silver Lake If you don't need that stuff yes ETF is the move" [X Link](https://x.com/DenehyXXL/status/1981124784152072638) 2025-10-22T22:25Z 14.4K followers, [----] engagements "@2xBuild Chipotle slop artist: 'guac' Me: 'always' π€π" [X Link](https://x.com/DenehyXXL/status/1981126957158060198) 2025-10-22T22:34Z 14.4K followers, [---] engagements "@liensofnewyork Three years ago I was on a jet with [--] of a Tier [--] VC firms top CEOs including one who recently had a big IPO. In hindsight I can't believe anyone was OK with that ππ" [X Link](https://x.com/DenehyXXL/status/1981449667423395857) 2025-10-23T19:56Z 14.5K followers, [----] engagements "@jasonlk If it's purely the result of not cutting deep enough / poor planning agree 100% We did two in one year a while back - first to 'get fit' the second when we did a hard pivot on the GTM strategy from direct to channel" [X Link](https://x.com/DenehyXXL/status/1981748677929504898) 2025-10-24T15:44Z 14.4K followers, [---] engagements "@checktherhyme1_ They aren't mentioning the fact that a huge chunk of the songs on the top [--] are all Taylor Swift songs" [X Link](https://x.com/DenehyXXL/status/1983880700651827396) 2025-10-30T12:56Z 14.4K followers, [---] engagements "@bryce The average marketing team would commit heinous acts for that volume of free inbound leads" [X Link](https://x.com/DenehyXXL/status/1983995953096135145) 2025-10-30T20:34Z 14.4K followers, [---] engagements "@buccocapital See also: FISERV. Turns out force migrating 200K merchants to Clover stuffing it with vaporfees and then being surprised that they all left for Toast and Square is not a recipe for sustainable growth" [X Link](https://x.com/DenehyXXL/status/1983996801440215155) 2025-10-30T20:37Z 14.5K followers, [----] engagements "@ankurnagpal If you *hate* billionaires and free markets that is totally fine. But you have to immediately stop: - buying things on Amazon - using an iPhone - driving a Tesla - calling an Uber .and so on. Would an animal rights activist wear leather and eat steak every day" [X Link](https://x.com/DenehyXXL/status/1985487587948061132) 2025-11-03T23:21Z 14.5K followers, [---] engagements "@STLChrisH I looked at a local IT company in Jackson Hole a few yrs ago thinking the same thing. The number of people w/$25M houses who say "fuck it I'll just order an Eero on Amazon" is enormous. Easier to make $$ in a bigger market" [X Link](https://x.com/DenehyXXL/status/1985848504678269129) 2025-11-04T23:15Z 14.5K followers, [---] engagements "@howard Has Metropolis / Woolworth lobby vibes" [X Link](https://x.com/DenehyXXL/status/1986544795628527744) 2025-11-06T21:22Z 14.5K followers, [--] engagements "@FDavidsonT Marriott deal looked absolutely epic when it was announced. Cant believe what happened" [X Link](https://x.com/DenehyXXL/status/1989139981441606132) 2025-11-14T01:15Z 14.5K followers, [----] engagements "@WESTSIDEGUNN @KITH @Saucony @RonnieFieg π£π£ ADD [--] CART π¦π¦π¦" [X Link](https://x.com/DenehyXXL/status/1991274750589440371) 2025-11-19T22:37Z 14.5K followers, [---] engagements "@pitdesi There is only one correct answer" [X Link](https://x.com/DenehyXXL/status/1991582209309135207) 2025-11-20T18:59Z 14.5K followers, [----] engagements "@pitdesi Traffic is noticeably better most days and I dont know of any negative commercial impact. The city is dead engagement bait was a nothing burger" [X Link](https://x.com/DenehyXXL/status/1998798190351708628) 2025-12-10T16:53Z 14.5K followers, [---] engagements "@big_business_ People are getting Preemo fucked up on this - taking it back to his old school stripped down style was a choice and it lets Nas lyricism stay at the front" [X Link](https://x.com/DenehyXXL/status/1999479916828721657) 2025-12-12T14:02Z 14.4K followers, [----] engagements "@AltAssetKing The more professional instruction I got the less interested I became in modern exotics. I went from zero skill behind the wheel with a Huracan to [--] years of track experience driving a Miata. You should not be able to buy an exotic without significant additional instruction" [X Link](https://x.com/DenehyXXL/status/2003633865580319169) 2025-12-24T01:08Z 14.5K followers, 22.9K engagements "@Captaffy @AltAssetKing Almost nothing better than passing a Ferrari Challenge race car in a Miata π" [X Link](https://x.com/DenehyXXL/status/2003643819934515511) 2025-12-24T01:48Z 14.5K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@DenehyXXL Ryan DenehyRyan Denehy posts on X about in the, money, company, ceo the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance stocks automotive brands technology brands luxury brands celebrities travel destinations countries social networks fashion brands
Social topic influence in the, money, company, ceo, business, stage, employees, $1m, growth, 1m
Top assets mentioned Crowdstrike Holdings Inc (CRWD) Tesla, Inc. (TSLA) Marriott International Inc (MAR)
Top posts by engagements in the last [--] hours
""The next wave of value creation isnt going to be in developing AI tech but in applying AI to sleepy industries where AI can drive transformative outcomes" - Waleed Al Muhairi at @SALTConference"
X Link 2019-12-10T18:48Z 14.5K followers, [--] engagements
"@Austen Ease of deployment and modern architecture"
X Link 2020-08-26T02:29Z 14.4K followers, [--] engagements
"@TurnerNovak Thats a lot of HDMI cables"
X Link 2020-08-26T12:41Z 14.4K followers, [--] engagements
"2 yrs ago I owned almost no tech equities. I thought everything was overpriced. @jrichlive and I were at dinner he pounded his fist on the table about SaaS being the future looking at me with the Bill Gates "duh you big idiot" face. I was in It's never too late even now"
X Link 2020-10-12T16:42Z 14.5K followers, [--] engagements
"Been doing this [--] years and still shocked how different the job of founder/CEO is at each stage - Seed: artist/storyteller - Series A: player coach - Series B: operations and strategy - Series C+: professional CEO Can't think of any other job that changes so much every year"
X Link 2020-11-11T14:18Z 14.5K followers, [---] engagements
"Time is zero sum. I keep finding I can do more by doing less. In the last [--] days we: - Closed our Series C - Had our first $1M week - Increased CSAT 11% And I got to spend a fair amount of time with my wife. Somehow did all that without ever logging into Clubhouse"
X Link 2021-03-01T14:11Z 14.5K followers, [---] engagements
"@lucktm @GGVCapital LFG β‘ π"
X Link 2023-04-24T11:51Z 14.5K followers, [---] engagements
"Pretty wild to see George Kurtz win the [--] Hours of Le Mans in his category today and also see him lead Crowdstrike to continued success. Just sick πππ"
X Link 2023-06-11T15:57Z 14.5K followers, [----] engagements
"Fairly universal trait I've noticed among the highest performing people I've worked with and the best performing founders I've invested in: taking feedback without getting defensive. This inverse of this has been the undoing of so many otherwise promising talents"
X Link 2023-07-25T20:24Z 14.5K followers, 13.3K engagements
"In the last [--] months I watched two seed stage founders I invested in find buyers for their co's and successfully return $$ to investors. In both cases their existing lead investors were totally MIA. These types of founders are the unsung heroes of venture"
X Link 2023-07-28T18:38Z 14.2K followers, 50.5K engagements
"@businessbarista @jspujji There is a very real 'curse of competence' I see in some founders between Seed and Series B they dive into the weeds and try to carry the team/be at the center of solving every problem ultimately to the detriment of the company overall. It's a bizarre but common paradox"
X Link 2023-07-28T20:48Z 14.3K followers, [--] engagements
"@freeagentglobal Ha In both cases I wasnt the lead but I still coached them through it. If youre a lead investor in a seed round you have to be there for your founders when the chips are down"
X Link 2023-07-28T23:30Z 14.2K followers, [----] engagements
"@lachygroom Learned this the hard way in our Series C ππ [--] promising convos turned into [--] passes in [--] days. Thankfully that still meant nearly a half dozen came out the other side with π°π°"
X Link 2023-08-08T13:58Z 14.2K followers, [---] engagements
"The most enduring companies seem to focus on innovating for the 'power user' and letting that trickle down to high quality differentiated products for the mass market - Nike // athletes - Porsche // racing - Apple // creatives - Microsoft // developers"
X Link 2023-08-22T16:24Z 14.3K followers, [----] engagements
"Bad advice can mess up your reputation forever. Talked to a first time founder who closed Series A at a huge markup and didn't convert the SAFE π€―π had a STACKED list of angels who made a 10% coupon. He still doesn't understand why everyone is mad π€¦βπ€¦β"
X Link 2023-09-13T16:17Z 14.3K followers, [----] engagements
"@GuyDealership It's such a game changer Porsche even has a CarPlay product for your vintage 911"
X Link 2023-09-18T13:55Z 14.3K followers, [----] engagements
"@EslanBob @GuyDealership The best upgrade I did other than the CarPlay system for my 911SC were the LED headlights. They look like OEM lights from the era but you can actually see at night"
X Link 2023-09-18T15:22Z 14.3K followers, [---] engagements
"Lately I've reminded several early stage founders that you control a lot of the things that control your destiny: - the products you ship - how much $$ you spend - the people you hire - 'at bats' w/major sales prospects - operational rigor - your attitude"
X Link 2023-09-25T20:26Z 14.5K followers, [---] engagements
"@TurnerNovak If you're a Seed-Series F founder and your board isn't discussing: [--]. Asking ChatGPT for advice [--]. Money in the Banana Stand [--]. Their next LP conference [--]. Trying stuff in the arena it's time for a new board. Your network is your net worth"
X Link 2023-09-25T20:49Z 14.2K followers, [---] engagements
"Hard pill for a lot of startups to swallow this budgeting season but the best way to plan is to tune expenses to the low plan and add back once the performance is real and supports the incremental expense. Otherwise it's miss - reduce rinse and repeat β β "
X Link 2023-09-28T19:17Z 14.5K followers, [---] engagements
"My non-scientific survey of a dozen or so fellow B2B founders over the past two weeks there's basically three buckets of startups right now (outside of AI): [--]. The best (5%) - high growth great metrics valuable category efficient. Up rounds at good terms being discussed or happening. [--]. Messy middle (70%) - OK or meh metrics crowded category mediocre cash efficiency . Heading straight to recap-ville or sale if cash out date is soon [--]. The bottom (25%) - have not proven PMF and/or really lousy economics. Wind down or fire sale only realistic option if they are in need of cash The reality is"
X Link 2023-09-28T22:25Z 14.3K followers, [----] engagements
"@bryce π―π― exhibit a: my last startup raised $3M on $9M post in our Series A in [----] but we never raised additional capital after that and still owned 50% of the co between the two of us by the time we exited. It can be done"
X Link 2023-10-02T18:50Z 14.3K followers, [---] engagements
"Electric x Jumpcloud: the easiest most secure way for SMBs to: π»purchase + manage Apple & Windows devices πmanage your employees SaaS apps π₯ sync your HRIS π‘access to IT expertisewhen you need it The most complete SMB IT solution. Coming soon"
X Link 2023-10-03T17:07Z 14.3K followers, [----] engagements
"Today I learned a brand name NYC VC sold a piece of their portfolio at a 40% to discount to their GPs personally. Maybe this is more normal than it sounds"
X Link 2023-10-05T20:34Z 14.2K followers, 56.2K engagements
"What are you doing for tech week In my office creating shareholder value π"
X Link 2023-10-17T14:51Z 14.3K followers, [----] engagements
"@kirbywinfield WeWork wanted to invest in our Series B. We told them we should separate the investment and commercial agreements and only agree to the investment once we had a commercial deal papered. The latter never happened and we avoided having the dead weight on our cap table"
X Link 2023-10-17T22:48Z 14.2K followers, [---] engagements
"@adamn @BobEUnlimited @FirstMarkCap I think you meant 100% y/o/y growth not 10% for your Series A table stakes metrics"
X Link 2023-10-20T20:44Z 14.2K followers, [--] engagements
"Theres a multi-time NY founder quietly running a business doing $130M in EBITDA To quote Borat woo wee woo waaa New York will be home to the next generation of VC-backed profit machines"
X Link 2023-10-21T00:23Z 14.2K followers, 33.4K engagements
"@andruyeung @VCBrags - Down Round Daiquiri - Structured Margarita - Cant Do Business With Moscow Mule - Old Fashioned (the price goes up 3x by the time you finish) - Dirty Martini (when you pee you owe them [--] Martinis in return)"
X Link 2023-10-21T00:28Z 14.2K followers, [---] engagements
"@jefielding Only works when you have PMF and at least moderately understand the economics Founder needs to have a track record with sales teams. We hired a dozen AEs between our Seed and A but the machine was cranking and I didn't have concerns that another $8-12M was landing"
X Link 2023-10-27T19:29Z 14.2K followers, [---] engagements
"In between our Series B and Series C (early 2020) we created a round for 01a and haven't looked back since. I'm a better CEO and @Electric_AI is a better company as a result of @dickc + @adambain and team. If you're one of the few co's they offer to invest in take the $$$"
X Link 2023-11-07T22:57Z 14.2K followers, [----] engagements
"@pkligerman @F1 For whatever reason the media is looking for any reason to justify the narrative that this grand prix "didn't work" or was a failure. Sad"
X Link 2023-11-17T18:36Z 14.2K followers, [---] engagements
"@ericbahn And the new Raptor has more seats and is faster in a straight line than a Rolls Royce Wraith. Bad day for Rolls fans There is literally nobody on earth cross-shopping two-seater luxury or sports cars with pickup trucks ππ"
X Link 2023-12-01T18:27Z 14.2K followers, [---] engagements
"Tis the season ππ"
X Link 2023-12-05T14:08Z 14.2K followers, [----] engagements
"@Hootie_R Or nearly half a 911SC on BAT right now π"
X Link 2023-12-05T22:38Z 14.2K followers, [--] engagements
"@thec00z Yeah. In the Series A for my last co (which took [--] months to raise) an existing investor said they wouldn't sign b/c they "think we can do a little better" and offered to "make some intros" mind you we had two months cash left π"
X Link 2023-12-06T23:12Z 14.2K followers, [--] engagements
"@adrianalbus Back in the day we had to prove that before anyone would give us money My first two co's were 1-2 yrs of PMF-searching misery but in the end we were better for it and so were our eventual investors"
X Link 2023-12-06T23:18Z 14.2K followers, [--] engagements
"@kirbywinfield π° π°"
X Link 2024-01-05T17:57Z 14.2K followers, [--] engagements
"@stevegraham Totally agree. Let me opt in. Upload some docs. Set a price. If you find a buyer without me doing any work then god bless you"
X Link 2024-01-09T23:05Z 14.2K followers, [---] engagements
"@pkligerman Whether it's F1 or a tech company the solutions are always some combination of: - Get more money coming in - Have less money going out - Fire the person - Hire the better person - Make the tech better And do it faster than you have currently been doing it π"
X Link 2024-01-10T20:36Z 14.2K followers, [--] engagements
"@darrenmarble Never in my life have I seen an early stage company successfully raise money using a broker - not saying it hasnt been done I just havent seen it"
X Link 2024-01-17T10:04Z 14.3K followers, [---] engagements
"@bryce I have a buddy in Missoula who started a B2B SaaS co in the mid 2000s. Got to $5M ARR with four FTEs. Bootstrapped. Sold it for $35M. It used to be that or you moved upmarket and went hard in the paint like Ross Perot"
X Link 2024-01-24T20:06Z 14.2K followers, [---] engagements
"@Trace_Cohen Yeah in the most basic of terms the number of shares you get in an offer letter is irrelevant. It all depends on the price per share. Shares x price = value of stock award. For whatever reason ppl only look at the # of shares"
X Link 2024-02-01T14:14Z 14.3K followers, [----] engagements
"@Trace_Cohen As a result in our Series B we did a 10:1 stock split. That way when we sent an offer letter out it would have [----] shares instead of [---]. The value is exactly the same. It's just optics"
X Link 2024-02-01T14:16Z 14.3K followers, [---] engagements
"@Trace_Cohen But I can't tell you how many prospective employees would cross-shop offers b/t companies and say "SaasCo gave me [-----] shares You're only offering [----] Yor offer is too low" And we'd be like "but you have no idea what the share price is""
X Link 2024-02-01T14:17Z 14.3K followers, [----] engagements
"I sat in the back as a spectator to our weekly staff mtg w/sr mgmt yesterday. There are few things more rewarding than watching the team run the show and kicking ass with each other. Hard to believe its only February. The pace and momentum is nuts β‘ πͺ"
X Link 2024-02-09T13:06Z 14.3K followers, [----] engagements
"There is a belief among growth stage founders that a public co or PE will buy you if all else fails. That just isn't the case. Corporates don't want random companies at any price and PE have sharp pencils. There will be a lot more binary outcomes than ppl are used to"
X Link 2024-02-12T15:45Z 14.3K followers, [----] engagements
"@pitdesi Weird to see Trade Magazine's hedge fund manager of the year flying commercial"
X Link 2024-02-12T21:16Z 14.3K followers, [----] engagements
"@sulemanali @relativityspace Reminds me a bit of Horacio Pagani - works at Lamborghini says carbon fiber is the future. Lambo execs dont care. - he buys an autoclave himself and starts Lamborghinis composites division - Leaves designs and builds carbon parts for other people - in [----] debuts the Zonda"
X Link 2024-02-16T19:44Z 14.5K followers, 37.2K engagements
"Just gave a founder some sobering advice on M&A. The vast majority of transactions do not start with a corp dev team. Someone senior at BigCo has to be psyched on you and your product for a deal to have any real chance at getting done. Those relationships take time"
X Link 2024-02-26T15:09Z 14.3K followers, 41.9K engagements
"More founders need to understand that 20% growth + kinda sorta breakeven is a long road to nowhere and a waste of everyone's time (yours investors etc.) Either invest in reigniting venture style growth (50-100%+) or start producing cash. Anything else is no-man's land"
X Link 2024-02-28T13:40Z 14.3K followers, 22.7K engagements
"@jrichlive But my guess is that stories like Toast or Crowdstrike (our margins are awful but they will be great at some point) are very much the exception not the rule"
X Link 2024-02-28T15:56Z 14.3K followers, [---] engagements
"For years the domain name was so annoying b/c non-tech SMBs would ask if we were based in Anguilla. Glad it's actually working for us [--] years later πππ"
X Link 2024-03-13T19:49Z 14.3K followers, [---] engagements
"@pkligerman New Money Lap revenue model: create Spotify albums of race car audio. Give us hours and hours of continuous Le Mans F1 NASCAR sounds to go to sleep to"
X Link 2024-03-27T22:25Z 14.3K followers, [---] engagements
"Blade now generates roughly half their revenue ($120M) and all of their profit from their organ transport business. They bought a company in [----] called MediMobility which is now their biggest driver of growth. Wild. π π«"
X Link 2024-04-04T22:25Z 14.5K followers, 147.1K engagements
"@bryce Montage and St Regis discovering B2B2C π β·"
X Link 2024-04-05T12:39Z 14.4K followers, [---] engagements
"@jrichlive If you just bought Rolexes for the past year instead of eating or clothing your children you'd be experiencing -13% inflation. Follow me for excellent financial advice like this"
X Link 2024-04-12T15:38Z 14.3K followers, [---] engagements
"Nothing like experimenting with new acquisition channels and then watching them hit all at once ππ"
X Link 2024-05-09T16:03Z 14.4K followers, [----] engagements
"@pitdesi Meanwhile in sports car racing Ive lost count of the number of tech guys competing at the pro level: [--]. George Kurtz / Crowdstrike [--]. Mark Kvamme / Drive Capital [--]. David Heneimeier Hansson / Basecamp [--]. Moisey Uretsky / DigitalOcean [--]. Dwight Merriman / Mongo Many more"
X Link 2024-05-09T23:58Z 14.4K followers, [---] engagements
"@TurnerNovak Turns out Monster Chipotle and Dominos would have made you more money than FAANG so maybe the investment strategy is "buy whatever trash is on the floor of a clapped out F-150""
X Link 2024-05-10T15:13Z 14.4K followers, [---] engagements
"@adambain @PSG_English @KMbappe @goatapp Too bad your seats sucked π"
X Link 2024-05-12T23:38Z 14.4K followers, [---] engagements
"@fendien Very real issue. Contenders for both our Series A and Series B leads both left their firms within two quarters of when they would have potentially invested. Thankfully I chose BVP for the A GGV (now Notable) for the B and we have anything but a zombie cap table"
X Link 2024-05-13T14:59Z 14.4K followers, [---] engagements
"@fendien People forget that M&A of any size is a big undertaking. The acquiring company absolutely has to believe that buying you (even in an all stock deal at a low price) is the superior path to accomplishing one of their top strategic priorities"
X Link 2024-05-17T16:51Z 14.4K followers, [----] engagements
"@jasonlk If youre that ineffective at portfolio construction you shouldnt be managing $100M π"
X Link 2024-05-21T11:08Z 14.4K followers, [----] engagements
"@ericbahn Cool to see so many F1 alums racing - Jenson Button Grosjean M Schumacher Giovinazzi De Vries Kvyat Kubica"
X Link 2024-06-13T23:53Z 14.4K followers, [---] engagements
"@ericbahn And the SaaS contingent: George from Crowdstrike David from Basecamp π π"
X Link 2024-06-13T23:54Z 14.4K followers, [---] engagements
"At my last co we got uninvited from a conference that was make or break for our revenue for the year. We went anyways sat by the pool and took the mtgs. The conf told ppl not to meet with us they were furious. More partners came to meet us. We blew our $$ number out. The end π"
X Link 2024-06-21T12:03Z 14.4K followers, [----] engagements
"@bryce Goyard or go home"
X Link 2024-06-21T13:18Z 14.4K followers, [---] engagements
""THIS IS WHAT HAPPENS WHEN YOU KEEP GOING" mannn Lewis Hamilton hit the nail on the head with this after breaking his [---] day winless streak at the British GP yesterday. So much of success in any field (esp startups) is simply whether or not you keep going"
X Link 2024-07-08T14:37Z 14.4K followers, [---] engagements
"@thesamparr Painfully slow and unreliable. A Porsche [---] coupe is not far off from this mechanically but infinitely more fun and will never go down in value"
X Link 2024-07-08T19:57Z 14.4K followers, [---] engagements
"Before we raised our Series B at my previous co my cofounder asked me point blank "dude are you sure we want to do this" meaning do we want to take on more capital move the goal posts substantially and commit to 5+ more years 'Fuck no' was the answer we came to"
X Link 2024-07-10T21:54Z 14.5K followers, 40.6K engagements
"@buccocapital Yammer CEO"
X Link 2024-07-16T02:42Z 14.5K followers, [----] engagements
"First public co I worked at (via acquisition) my cofounder and I were let go in a somewhat acrimonious fashion. I asked to have everything in my office sent to my house. The HR department obliged and included the entire contents of my trash can including rotten food. Classy"
X Link 2024-07-29T16:00Z 14.5K followers, [---] engagements
"When did my fellow founders get so entitled This is an excellent (albeit refreshingly blunt) pass email. If you're doing $1M in ARR and - don't have basic financials - experiencing high churn then this is the best and most accurate email you should expect to get. VC is also right re: price. Deal with it. Last year a VC begged to meet with us When we sent over our numbers they concluded that our MRR was "almost meaningless" Then they ended the email by trying to invest at half our valuation We did not take their money https://t.co/7P4JzJQLXD Last year a VC begged to meet with us When we sent"
X Link 2024-07-30T16:22Z 14.5K followers, 199.8K engagements
"Fun email from a WeWork account executive today ""our chapter [--] was purely a biz strategy to renegotiate some leases" π€ͺπ€ͺ"
X Link 2024-08-09T20:03Z 14.5K followers, [----] engagements
"@pkligerman American hero and fashion icon"
X Link 2024-08-20T21:02Z 14.5K followers, [---] engagements
"@samfjacobs Also google 'jet fuel fire'"
X Link 2024-08-22T18:17Z 14.5K followers, [--] engagements
"@Porsche 997"
X Link 2024-08-23T19:59Z 14.5K followers, [----] engagements
"@austin_rief VC is the same way. A well known early stage investor in NYC backed a really lousy founder I knew years ago. I called him after the round was announced "why didn't you call me" "I didn't wanna hear the bad stuff" The company never made it to Series A. Odd"
X Link 2024-09-06T14:00Z 14.5K followers, [---] engagements
"@gokulr @Klarna @salesforce @Workday Would be cool if the best heads of enterprise IT got comped on a % of savings"
X Link 2024-09-10T22:57Z 14.5K followers, [----] engagements
"@lessin Send me your Venmo and a docusign we can get this going tonight"
X Link 2024-09-10T23:01Z 14.5K followers, [---] engagements
"@NaithanJones He should have used Ramp to get cash back on the baby oil"
X Link 2024-09-18T13:43Z 14.5K followers, [--] engagements
"@HarryStebbings Ryan Breslow"
X Link 2024-09-24T14:42Z 14.5K followers, [----] engagements
"@businessbarista Tour de France riders are in a different universe than marathon runners. And that is not a knock on runners It's almost impossible to comprehend how someone can rip super high V02 max efforts for 3-6 hours a day for three weeks straight with two rest days"
X Link 2024-10-02T15:27Z 14.5K followers, [----] engagements
"In [--] yrs of angel investing I have never seen a milestone-based financing round end positively for the founders. A huge part of early stage venture is that it's a winding road. These sorts of deals are a time bomb. Founders: walk away from investors who offer milestone-based investments π©π© They will micromanage you and they likely dont have the full funds available. The right investors will invest the full amount up front. Founders: walk away from investors who offer milestone-based investments π©π© They will micromanage you and they likely dont have the full funds available. The right"
X Link 2024-10-02T15:29Z 14.4K followers, [----] engagements
"@pitdesi Probably an easier decision since the fee structure of these select funds is often reduced and therefore less of a sting short-term. Also a bit of misnomer to say they gave the money back since they didn't call it in the first place. They are reducing the fund size"
X Link 2024-10-02T16:53Z 14.5K followers, [----] engagements
"@jrichlive Related is this misconception about UHNW individuals - in the vast majority of cases you are not sitting on a Scrooge McDuck pile of cash it's often semi-illiquid assets in job-creating businesses and investments in innovative ideas etc"
X Link 2024-10-14T15:44Z 14.5K followers, [---] engagements
"Update: best eBay purchase in some time. Guess @Electric_AI will have to become a client at some point π This is from @Jefferies [----] Annual Report. [--] years ago the @Jefferies uniform was the maroon silk Bomber Jacket. And look at the dressed up punk running Taxable Fixed Income @litcapital @OHWallStreet https://t.co/kvlRvB029Q This is from @Jefferies [----] Annual Report. [--] years ago the @Jefferies uniform was the maroon silk Bomber Jacket. And look at the dressed up punk running Taxable Fixed Income @litcapital @OHWallStreet https://t.co/kvlRvB029Q"
X Link 2024-10-14T22:31Z 14.5K followers, [----] engagements
"Doing my first VC-backed co in '07 it was understood that the whole experience would be miserable you'd never raise much $$ and the personal sacrifice huge. Lived every day like your hair was actually on fire. I don't really see that hard core spirit in a lot of founders now. A big generational change: When I raised venture capital I viewed it as a do-or-die commitment to making them money building something great or going down trying Fast forward to today founders are happy to just quit having raised $2m $20 $200m $2000m in venture capital A big generational change: When I raised venture"
X Link 2024-10-25T21:11Z 14.5K followers, [----] engagements
"This is not rly a red flag. Most institutional leads in a proper ($2-4M) seed will need a board seat and be pretty dogmatic about it. Obv need to make sure you do your homework but in most cases you won't IPO and if you do likely your seed BoD member has since stepped aside. If a seed investor insists on a board seat proceed with caution. Dont put anyone on your board who you cant envision being there at your IPO. If a seed investor insists on a board seat proceed with caution. Dont put anyone on your board who you cant envision being there at your IPO"
X Link 2024-10-30T16:03Z 14.5K followers, [----] engagements
"@shensi_ π₯΄π₯΄wE hAvE mErGe aT hOmE π€‘π€‘"
X Link 2024-11-06T20:34Z 14.5K followers, [----] engagements
"@jefielding Seeing the same thing in Series A. I'm in two companies with $3M+ ARR growing super fast (200%+) repeat founders etc. and both struggled big time to get a term sheet. Wild"
X Link 2024-11-15T18:29Z 14.5K followers, [----] engagements
"@WonderinCaveMan @jefielding Both are burning very little cash"
X Link 2024-11-15T19:19Z 14.5K followers, [---] engagements
"@JoelGG @jefielding When the market is pulling you hard you want to fund profitable growth but it requires up front cash - THE VC use case"
X Link 2024-11-16T06:26Z 14.5K followers, [--] engagements
"@NWischoff I go back in time nine million years when I drive this (its an 04) but Im also not gonna compare a vinyl record to Spotify"
X Link 2024-11-17T22:30Z 14.5K followers, [---] engagements
"@fendien At my last startup I openly disagreed w/my cofounder in a VC pitch. As we're walking to the car he goes "dude what the actual fuck was that" a lesson I only needed to learn once"
X Link 2024-11-20T18:01Z 14.5K followers, [---] engagements
"Peak automotive branding execution. Introducing the Aim Leon Dore Porsche [---] Turbo. https://t.co/oBLR1eJjPO Introducing the Aim Leon Dore Porsche [---] Turbo. https://t.co/oBLR1eJjPO"
X Link 2024-11-20T18:07Z 14.5K followers, [----] engagements
"@EliWachs @ForbesUnder30 @alexmorgan13 Proud of you just don't go to jail"
X Link 2024-12-03T20:10Z 14.5K followers, [---] engagements
"@TurnerNovak One nosebleed Nickelback ticket"
X Link 2024-12-24T09:53Z 14.4K followers, [---] engagements
"@iamluismalheiro You left out the part where JPM was so embarrassed about the deal they offered to let her keep the $10M but forfeit the remaining $20M and never speak of it again. Her lawyer said so demanded the $20M and thats when it went nuclear"
X Link 2024-12-30T19:42Z 14.4K followers, [----] engagements
"Long stretches of cardio multiple times a week is probably one of the greatest mental & physical life hacks available"
X Link 2024-12-30T19:48Z 14.4K followers, [---] engagements
"@DanReich Hell yeah. Love the Garmin displays and touchscreens"
X Link 2025-01-03T19:28Z 14.4K followers, [--] engagements
"@ByDobson One advantage to wearing these a lot is that I get to rattle off Operation Doomsday fun facts in line at Chipotle to the various men (never women go figure) who approach me to discuss said topic"
X Link 2025-01-06T23:06Z 14.4K followers, [---] engagements
"@dickc The only watch Im trying to get my hands on π π"
X Link 2025-01-13T18:27Z 14.4K followers, [---] engagements
"@patinaresearch Saleen type shiiiii π£ π£"
X Link 2025-01-19T19:24Z 14.4K followers, [--] engagements
"@JasonrShuman Would be an epic fintech add-on for The Knot"
X Link 2025-01-21T21:40Z 14.4K followers, [--] engagements
"@micahjay1 Agree. For many founders it's less about 'light' vs 'heavy' and more about style: how are we spending our time together what are you asking why what is the tone of the conversation How helpful is this Do you really understand the biz"
X Link 2025-01-27T20:59Z 14.4K followers, [---] engagements
"@micahjay1 We DQ'd a respected later stage firm in Series C once DD turned into this bizarre bureaucratic pageantry. Pre-meetings to explain how to play their internal politics meeting after meeting to go over the same data etc. no good"
X Link 2025-01-27T21:03Z 14.4K followers, [--] engagements
"@thinkshiv @okta @McLarenF1 π π π¨"
X Link 2025-01-29T00:23Z 14.4K followers, [--] engagements
"Groupon was an unexpectedly productive talent factory in its time and an M&A machine. We (Swarm acq 2014) were acquisition number [--] out of I think 40+ deals. That's A LOT of founders who are now back out in the streets doing cool stuff. Though most of us not building jets. Blake (Boom) is getting some well-deserved hype (I can't wait for my first supersonic flight) and lots of folks are discovering that he last worked at Groupon. Kind of surprising now but Groupon was an awesome talent magnet and a good place to learn - we were figuring out new Blake (Boom) is getting some well-deserved"
X Link 2025-01-29T17:35Z 14.4K followers, [---] engagements
"@mytechceoo @justinwolz @rhobusiness @nyctmac Or this one use company funds to - lease expensive apartment - buy a new Tesla - lie about Series A closing and fly to Budapest with your dog https://www.cnbc.com/amp/2023/08/15/tech-founder-pumped-revenue-to-defraud-venture-investors-prosecutors.html https://www.cnbc.com/amp/2023/08/15/tech-founder-pumped-revenue-to-defraud-venture-investors-prosecutors.html"
X Link 2025-01-30T11:52Z 14.4K followers, [---] engagements
"Just got a v bizarre investor update from a Series B co I invested in a while ago. A+ narrative around big results ARR beating plan NDR etc. but not a single actual number No clue what sales rev burn runway is. Founders don't do this"
X Link 2025-01-30T15:18Z 14.4K followers, [---] engagements
"@businessbarista Agree but a few people/suitations get a pass [--]. Teams/webex - you're a non-VC asset manager or exec at a F1000 co [--]. Android - many great CTOs turns your texts green [--]. Socks before pants - the 1-2x/year I have to put on a suit and dress socks"
X Link 2025-02-05T18:51Z 14.4K followers, [---] engagements
"@RobertMSterling @realEstateTrent Coming into a few bucks at [--] vs [--] was a godsend"
X Link 2025-02-09T07:17Z 14.4K followers, [--] engagements
"@jefielding Hard to imagine going past [--]. Employee disputes conduct reviews comp etc. you can absolutely handle stuff like payroll benefits etc. with tools but someone has to own the function itself. At [--] youll have a lot of non-HR ppl doing a lot of HR things"
X Link 2025-03-04T02:30Z 14.4K followers, [---] engagements
"@pitdesi Also BMW x Kith has been wildly successful for both brands"
X Link 2025-03-08T20:32Z 14.4K followers, [---] engagements
"@pitdesi Bentley x Breitling has always had excellent execution too"
X Link 2025-03-08T20:34Z 14.4K followers, [---] engagements
"@BradChadlington @TechSalesGuy3 If partnerships are a material revenue driver then it looks like an enterprise AE comp plan. Not many companies have this motion though. Usually if it's a big enough contributor the co pivots to being 100% channel"
X Link 2025-03-24T16:25Z 14.4K followers, [--] engagements
"@jasonlk During our Series A Mike Droesch from Bessemer hand delivered the TS to my office. That wasnt what sealed the deal but it was one of the many things they did that helped me say yes to them"
X Link 2025-03-31T22:21Z 14.4K followers, [---] engagements
"@jasonlk Opposite experience. So far today I have been legitimately convinced that: [--]. Waffle House opened in Montauk [--]. Max Verstappen signed with Aston Martin [--]. Sydney Sweeney listens to Westside Gunn"
X Link 2025-04-01T21:03Z 14.4K followers, [---] engagements
"@businessbarista Strava is pretty helpful in this regard b/c every day you log in and see a nemesis of yours crushing more miles on the bike/zwift"
X Link 2025-04-10T21:15Z 14.4K followers, [----] engagements
"@businessbarista Biological Black Box Fanuc Robots Saronic Aeon Industrial http://Atmo.ai http://Atmo.ai"
X Link 2025-04-17T23:22Z 14.4K followers, [---] engagements
"@jordihays Pro Meta Pro General Dynamics Pro Occidental Petroleum Winners root for winning teams π"
X Link 2025-04-24T18:44Z 14.4K followers, [---] engagements
"@roshanpateI I once invested in someone like that - sold a startup in his 20s (he did not) - $0-$3M ARR (actually $60K) - Bought Tesla w/company money - Claimed 'our Series A is closing tomorrow' (for months) - Fled the country https://www.vitallaw.com/news/ai-news-s-d-n-y-sec-charges-ai-start-up-founder-with-2-8-million-investment-fraud-scheme/sld01a716dd907a5942dda59972fbcafd9912refURL=https%3A%2F%2Fwww.google.com%2F#"
X Link 2025-05-05T20:22Z 14.4K followers, 13.7K engagements
"@intelliot @garrytan I was [--] lost my license at a bar the weekend before. Then lost my passport (also at a bar) the night before. Two credit cards with name matching boarding pass seemed to work. Its at TSA discretion"
X Link 2025-05-06T02:04Z 14.4K followers, [--] engagements
"@roundtripgod Wrong. I paid cash for a heavily depreciated Aston Martin and never looked back π"
X Link 2025-06-04T16:53Z 14.4K followers, [--] engagements
"@ChrisJBakke When I got to SF in [----] there were still so many ponytail / Hawaiian shirt OG salesforce engineers and hard core COO types who never met a bag of candy they didn't like. Simpler times"
X Link 2025-06-04T21:02Z 14.4K followers, [---] engagements
"@JeffMG68 One thing would have radically changed this cars trajectory: if it was priced to compete with a Nissan GTR or Corvette (under $100K) at the time youd see a million of these on the road today and it would have been revolutionary"
X Link 2025-06-08T23:25Z 14.4K followers, [--] engagements
"@rfkenmore The vast majority of people if given some seed money and warm intros would come back in a few years with zero dollars and a lot of excuses"
X Link 2025-06-09T21:30Z 14.4K followers, [---] engagements
"@Jayo_US Lets not forget bringing MK back to house/DJing from his gig with Will Smith"
X Link 2025-06-11T20:37Z 14.4K followers, [----] engagements
"@rfkenmore London is Stone Island Vancouver is Arc'Teryx"
X Link 2025-06-25T18:35Z 14.4K followers, [--] engagements
"Most of the 1000+ 'zombie unicorns' won't ever change b/c reigniting growth requires a wholesale rewrite of GTM + product strategy and most of these co's are doing just well enough to not want to blow up the existing model. Ergo nothing changes zombie lurch continues"
X Link 2025-06-26T18:57Z 14.4K followers, [---] engagements
"@lizwessel The inverse is also true. I'm close to two companies with Series C revenue who have only raised Seed rounds. Weirdly that creates a different set of problems (though on the whole v positive)"
X Link 2025-06-26T21:12Z 14.4K followers, [---] engagements
"@lizwessel Candidates will say things like "I don't want to go that early stage" and can't separate the funding milestone from the revenue milestone. Same with certain partners 'we only work w/ Series B and above' and these guys are like 'we're doing [--] figures of revenue and profitable""
X Link 2025-06-26T21:14Z 14.4K followers, [--] engagements
"@alyssakrejmas Nearly crashed in [----] vibing too hard on the way back from Palo Alto one night"
X Link 2025-06-26T22:11Z 14.4K followers, [--] engagements
"@unusual_whales Meanwhile George Kurtz (founder CEO of Crowdstrike) is regularly winning races and podiumed at Le Mans"
X Link 2025-07-10T21:03Z 14.4K followers, 17.7K engagements
"@bscholl @ericbahn @boomaero And he just got recruited as Red Bull team principal. Where does that man find the time"
X Link 2025-07-10T21:05Z 14.4K followers, [--] engagements
"@Nicky_Burger @kkb_soundsystem Lol nope. Real Goyard pouch they are not expensive at all and then paint work by E https://www.instagram.com/servicedby_e https://www.instagram.com/servicedby_e"
X Link 2025-07-11T13:46Z 14.4K followers, [---] engagements
"@Nicky_Burger @kkb_soundsystem All good sir"
X Link 2025-07-11T14:54Z 14.4K followers, [---] engagements
"@dhh Unboxing Nintendo to full gas in Mario Kart is the perfect setup benchmark. We don't currently support Linux boxes at @Electric_AI but this would be a fun thing to stand up this weekend"
X Link 2025-07-11T18:48Z 14.4K followers, [---] engagements
"@TheValuesVC @HarvardHBS @bussgang @clipse Call me subwoofer π π£"
X Link 2025-07-11T18:50Z 14.4K followers, [--] engagements
"@austin_rief I have a lot of respect for The Information but they are not doing themselves any favors pooh poohing the creator of the category while they launch their milquetoast knockoff"
X Link 2025-07-15T13:54Z 14.4K followers, [---] engagements
"@westvillagecap Human Made Shake Shack collab is crazy"
X Link 2025-07-15T16:48Z 14.4K followers, [--] engagements
"@DebatingHipHop_ Mike Tyson / EBITDA / FICO run is crazy crazy"
X Link 2025-07-16T14:06Z 14.4K followers, [---] engagements
"@fendien These are the best meetings for founders- the ones that feel like a strategic discussion about the business rather than an interview or worse an interrogation"
X Link 2025-07-22T13:55Z 14.4K followers, [--] engagements
"@fendien Conversely many years ago had mtg w/NEA that devolved into a "we called some of the companies featured in your slides and they don't work with you" - it turned out the associate was so eager for gotchas she called co's on our market map slide π€‘πβ "
X Link 2025-07-22T14:02Z 14.4K followers, [--] engagements
"@MollySOShea @a16z How is Bessemer not on here Henry Phipps co-founded Carnegie Steel The Bessemer process enabled mass production of steel BVP was spun out of his family office The logo is steel beams π₯"
X Link 2025-07-31T02:06Z 14.4K followers, [---] engagements
"@MollySOShea @a16z Proper lore"
X Link 2025-07-31T02:13Z 14.4K followers, [--] engagements
"@BenyaminHolley Therein lies the problem. Once you realize you're NGMI the only solution is to build a time machine to three months ago and 3x your pipe. Sad"
X Link 2025-08-06T21:03Z 14.4K followers, [---] engagements
"@BenyaminHolley AE archetype: deliver big quarter then slack off for a quarter and in the process blow most of next quarter. These are the ones who finish the year at 70-80% to quota so still look OK but it's a draining rollercoaster for them and their manager"
X Link 2025-08-06T21:04Z 14.4K followers, [---] engagements
"@prestonholland6 I know the FBO and the guy who got you the hat π"
X Link 2025-08-11T22:10Z 14.4K followers, [--] engagements
"@ByDobson Mike Tyson / EBITDA / FICO run is a package deal in my mind"
X Link 2025-08-12T15:27Z 14.4K followers, [---] engagements
"@jendarhy Looks awesome but get ready for all non-motorsports ppl to lose their minds over "RFK" b/c they don't know it's not that RFK π"
X Link 2025-08-14T18:56Z 14.4K followers, [--] engagements
"@jasonlk For many 'consolidation' will be not much more than a few people getting a job with another portco Most founders don't fully appreciate how badly someone has to need your company in order to make an acquisition (even for $0) worth the effort"
X Link 2025-09-10T22:00Z 14.4K followers, [----] engagements
"@theinformation @Atlassian @mcannonbrookes Agree 100%"
X Link 2025-09-11T13:24Z 14.4K followers, [--] engagements
"@chrisfralic And an absolute masterclass in distribution strategy. The vast majority of USAT's daily circ was via partners like Marriott and Hilton. Less than 100K people actually had a subscription for home delivery. Biggest newspaper in America for a long time as a result"
X Link 2025-09-15T20:04Z 14.4K followers, [--] engagements
"@CharleyMa Everything that's old is new again. Our Series A in [----] - automate local IT providers - $0-$1M ARR in under a year - Repeatable sales motion to get us to $6M NTM"
X Link 2025-09-18T14:26Z 14.4K followers, [---] engagements
"@sheckwes The better the art is the easier the business gets. On the flipside all things being equal the best marketer win. That is how we get so much 'bad' art that makes a lot of people a lot of money"
X Link 2025-09-24T16:51Z 14.4K followers, [---] engagements
"@zachweinberg Only one i can think of is Robert from Compass (McKinsey)"
X Link 2025-09-29T23:49Z 14.5K followers, [----] engagements
"@Austen 100% right. If you parked a Camry on the street overnight in most residential neighborhoods in East Hampton / Jackson Hole / Palm Beach / Bel Air someone would call the police"
X Link 2025-09-30T00:20Z 14.4K followers, [---] engagements
"@pitdesi @Austen Guy at my race track dailies a Chrysler Town & Country but has a Senna at home. Legend"
X Link 2025-09-30T00:21Z 14.4K followers, [---] engagements
"@jefielding Great point. I have seen a lot more of this semi-performative 'multi time founder' stuff lately. Last year I got pitched for an angel check by a guy wearing a Richard Mille watch (he also was looking for $500K) that was completely insane to me. Different situation. But insane"
X Link 2025-09-30T00:51Z 14.4K followers, [----] engagements
"Hate to say it but he's more right than ppl want to admit. I had no VC network [--] years ago. I was making extreme sports videos and sleeping on couches. Weaseling my way to investors was the exact same infuriating learning curve required to get to team members and customers. Marc Andreessen on why VCs ignore cold emails and why thats not unfair The way the top-end venture capitalist firms work is theyll basically take you seriously if you come in introduced by somebody theyve worked with before and they wont take you seriously if you dont. https://t.co/zrCcYtXgYi Marc Andreessen on why VCs"
X Link 2025-10-02T14:25Z 14.5K followers, [---] engagements
"@bhalligan Best advice we got after the Series A "We don't care if you do $8M or $5M next year lets make sure the customers are really happy and we know how to keep doing that""
X Link 2025-10-02T14:26Z 14.5K followers, [---] engagements
"@jspujji A lot of it depends on what you actually like - for example I love cool cars but am not a big watch guy. My love for the Casio G shock is probably very perplexing to all the guys with brand new APs"
X Link 2025-10-06T16:32Z 14.4K followers, [---] engagements
"@ajhodls I was pretty adamant about this until after hiring 1000+ people over [--] years I saw how much time is wasted (and value destroyed) when a team member spends [--] mos or a year learning stuff they absolutely 100% should know on day one"
X Link 2025-10-10T19:35Z 14.4K followers, [---] engagements
"@ajhodls To that end multiple things can be true. Domain on its own is absolutely a second class citizen to things like work ethic communication organization and overall ability to execute. But if you don't know the market segment broadly (for ex B2B SaaS SMB) its a tough road"
X Link 2025-10-10T19:38Z 14.4K followers, [--] engagements
"@WillManidis ** clickbait ** This is from their South Africa website where they have offered armored cars direct to consumers for 15+ years as do many other manufacturers for reasons we don' t need to explain π In the US you can special order one but it is not actively marketed"
X Link 2025-10-15T22:57Z 14.4K followers, [----] engagements
"Founders just scraping by on a Monday: the day Groupon acquired Swarm I was $30K in the hole hadnt paid taxes in two years and was paying my rent with a credit card connected to Venmo. Tune out the noise stay focused and your luck can change really fast"
X Link 2020-07-20T15:07Z 14.5K followers, [----] engagements
"@roccosavage Too funny we gave away a Tesla Truck last year. The campaign did terribly. People want a cooler now not a shot at winning a car later"
X Link 2020-10-01T11:53Z 14.5K followers, [--] engagements
"There is a massive startup ecosystem in Africa that nobody in the US is paying attention to"
X Link 2021-01-08T14:05Z 14.5K followers, [----] engagements
"Putting MBA in your email signature seems like the business equivalent of a Baby on Board sticker. Change my mind"
X Link 2021-05-21T16:23Z 14.5K followers, [---] engagements
"Zendesk made it from founding to IPO on $70M of lifetime burn. A lot of growth stage startups who raised last year still have that (or more) in the bank. No excuses if you cant make it from here to IPO with what you already have on hand"
X Link 2022-12-21T14:27Z 14.5K followers, 178.5K engagements
"Tons of west coast firms say they are focused on New York but GGV really did it: hired several partners in NYC opened an office in Flatiron and most importantly deployed $800M across [--] companies out here. This kind of follow thru is huge for the π½π½π½π½ ecosystem. Thank you to everyone from our community for coming to our NYC party and for mingling with the GGV team We're excited to have a presence in New York with all its wonderful founders investors and operators. #GGVNYC π½ https://t.co/bCyFsZNYEF Thank you to everyone from our community for coming to our NYC party and for mingling"
X Link 2023-05-05T13:36Z 14.5K followers, [----] engagements
"@nicberardi @iamluismalheiro Fucking crazy"
X Link 2024-12-30T19:49Z 14.5K followers, [---] engagements
"SaaS Goes Racing πawesome to see @tobi + @dhh (Basecamp founder) racing together in the Rolex [--] this wknd. Next @George_Kurtz ($CRWD CEO) and @ColtonHerta on the same team also in LMP2 class Finally my guy @pkligerman will be out there holding it down in GTD class. LFG"
X Link 2025-01-23T17:07Z 14.5K followers, [----] engagements
"@BillRMcDermott The time is $NOW π"
X Link 2025-02-15T03:27Z 14.4K followers, [---] engagements
"@pitdesi @pk_iv Haha different RFK - Roush Fenway"
X Link 2025-03-30T22:13Z 14.5K followers, [--] engagements
"@paulg Bad cofounders turn every key decision into a kangaroo court that leaks insane value from the company"
X Link 2025-10-16T11:57Z 14.4K followers, [---] engagements
"@loomdart There's a third type: Buy a $200K GT3 finance 2/3 at 4% and buy an apartment complex in Minnesota. Sell GT3 five years later for MSRP π free motoring"
X Link 2025-10-20T15:18Z 14.5K followers, [---] engagements
"@drewfallon12 I'm shocked they didn't cute with the earn out accounting to reduce the payments. Good for them and for the farmers. Friend of mine sold a beverage co a few years ago to a conglomerate in the space and they used every accounting trick on earth to get out of a $50M payment"
X Link 2025-10-21T16:25Z 14.4K followers, [---] engagements
"@jbahrdestefano in [----] I had [--] year old NYC cabbie show me his $360K Etrade account and his biggest holding was Crowdstrike at $100K. Good for him"
X Link 2025-10-21T16:30Z 14.4K followers, [--] engagements
"@ankurnagpal Things only a PWM can do: - Have their trading desk build collar for acquisition proceeds in a volatile public stock - Fat unsecured LOC - Hyper low interest (L+ basically nothing) secured lines - Toss you nibbles of Silver Lake If you don't need that stuff yes ETF is the move"
X Link 2025-10-22T22:25Z 14.4K followers, [----] engagements
"@2xBuild Chipotle slop artist: 'guac' Me: 'always' π€π"
X Link 2025-10-22T22:34Z 14.4K followers, [---] engagements
"@liensofnewyork Three years ago I was on a jet with [--] of a Tier [--] VC firms top CEOs including one who recently had a big IPO. In hindsight I can't believe anyone was OK with that ππ"
X Link 2025-10-23T19:56Z 14.5K followers, [----] engagements
"@jasonlk If it's purely the result of not cutting deep enough / poor planning agree 100% We did two in one year a while back - first to 'get fit' the second when we did a hard pivot on the GTM strategy from direct to channel"
X Link 2025-10-24T15:44Z 14.4K followers, [---] engagements
"@checktherhyme1_ They aren't mentioning the fact that a huge chunk of the songs on the top [--] are all Taylor Swift songs"
X Link 2025-10-30T12:56Z 14.4K followers, [---] engagements
"@bryce The average marketing team would commit heinous acts for that volume of free inbound leads"
X Link 2025-10-30T20:34Z 14.4K followers, [---] engagements
"@buccocapital See also: FISERV. Turns out force migrating 200K merchants to Clover stuffing it with vaporfees and then being surprised that they all left for Toast and Square is not a recipe for sustainable growth"
X Link 2025-10-30T20:37Z 14.5K followers, [----] engagements
"@ankurnagpal If you hate billionaires and free markets that is totally fine. But you have to immediately stop: - buying things on Amazon - using an iPhone - driving a Tesla - calling an Uber .and so on. Would an animal rights activist wear leather and eat steak every day"
X Link 2025-11-03T23:21Z 14.5K followers, [---] engagements
"@STLChrisH I looked at a local IT company in Jackson Hole a few yrs ago thinking the same thing. The number of people w/$25M houses who say "fuck it I'll just order an Eero on Amazon" is enormous. Easier to make $$ in a bigger market"
X Link 2025-11-04T23:15Z 14.5K followers, [---] engagements
"@howard Has Metropolis / Woolworth lobby vibes"
X Link 2025-11-06T21:22Z 14.5K followers, [--] engagements
"@FDavidsonT Marriott deal looked absolutely epic when it was announced. Cant believe what happened"
X Link 2025-11-14T01:15Z 14.5K followers, [----] engagements
"@WESTSIDEGUNN @KITH @Saucony @RonnieFieg π£π£ ADD [--] CART π¦π¦π¦"
X Link 2025-11-19T22:37Z 14.5K followers, [---] engagements
"@pitdesi There is only one correct answer"
X Link 2025-11-20T18:59Z 14.5K followers, [----] engagements
"@pitdesi Traffic is noticeably better most days and I dont know of any negative commercial impact. The city is dead engagement bait was a nothing burger"
X Link 2025-12-10T16:53Z 14.5K followers, [---] engagements
"@big_business_ People are getting Preemo fucked up on this - taking it back to his old school stripped down style was a choice and it lets Nas lyricism stay at the front"
X Link 2025-12-12T14:02Z 14.4K followers, [----] engagements
"@AltAssetKing The more professional instruction I got the less interested I became in modern exotics. I went from zero skill behind the wheel with a Huracan to [--] years of track experience driving a Miata. You should not be able to buy an exotic without significant additional instruction"
X Link 2025-12-24T01:08Z 14.5K followers, 22.9K engagements
"@Captaffy @AltAssetKing Almost nothing better than passing a Ferrari Challenge race car in a Miata π"
X Link 2025-12-24T01:48Z 14.5K followers, [---] engagements
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