[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Trace_Cohen Trace Vertical Ai Cohen Trace Vertical Ai Cohen posts on X about ipo, index ventures, greylock partners, kleiner perkins the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::13955342/interactions)  - X Week XXXXXXX +31% - X Month XXXXXXXXX +451% - X Months XXXXXXXXX +50% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::13955342/posts_active)  - X Week XX -XX% - X Month XXX +58% - X Months XXX +47% - X Year XXXXX +1.70% ### Followers: XXXXXX [#](/creator/twitter::13955342/followers)  - X Week XXXXXX +0.62% - X Month XXXXXX +0.92% - X Months XXXXXX +8.10% - X Year XXXXXX +14% ### CreatorRank: XXXXXXX [#](/creator/twitter::13955342/influencer_rank)  ### Social Influence [#](/creator/twitter::13955342/influence) --- **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [vc firms](/list/vc-firms) #241 [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [ipo](/topic/ipo) #146, [index ventures](/topic/index-ventures) #6, [greylock partners](/topic/greylock-partners) #3, [kleiner perkins](/topic/kleiner-perkins) #8, [sequoia capital](/topic/sequoia-capital) #8, [open ai](/topic/open-ai) #2735, [$14b](/topic/$14b) #22, [$400m](/topic/$400m) #48, [$7b](/topic/$7b) #14, [$600m](/topic/$600m) #17 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@jeffreyajewett](/creator/undefined) [@cartainc](/creator/undefined) [@peterjwalker](/creator/undefined) [@avischiffmann](/creator/undefined) [@credistick](/creator/undefined) [@zephyrz9](/creator/undefined) [@endowmenteddie](/creator/undefined) [@kwharrison13](/creator/undefined) [@hingumtringum](/creator/undefined) [@pmarca](/creator/undefined) [@wquist](/creator/undefined) [@unusualwhales](/creator/undefined) [@barchart](/creator/undefined) [@nwischoff](/creator/undefined) [@theovonscousin](/creator/undefined) [@heineken](/creator/undefined) [@scobleizer](/creator/undefined) [@autosourcer0](/creator/undefined) [@prithvir12](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Arista Networks Inc (ANET)](/topic/$anet) [Cisco Systems Inc (CSCO)](/topic/$csco) [Intel Corporation (INTC)](/topic/$intc) [NextEra Energy Inc (NEE)](/topic/$nee) [Exelon Corporation (EXC)](/topic/$exc) [Vertiv Holdings Co (VRT)](/topic/$vrt) [NRG Energy Inc (NRG)](/topic/$nrg) [Duke Energy Corp (DUK)](/topic/$duk) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Tesla, Inc. (TSLA)](/topic/$tsla) [Earth X Essence (ESS)](/topic/$ess) [Cummins Inc. (CMI)](/topic/$cmi) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [MP Materials Corp. (MP)](/topic/$mp) [Livent Corporation (LTHM)](/topic/$lthm) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Electroneum (ETN)](/topic/$etn) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [Jacobs Solutions Inc (J)](/topic/$j) [Carnomaly (CARR)](/topic/$carr) [ThunderCore (TT)](/topic/$tt) [Alien Base (ALB)](/topic/$alb) [AC Milan Fan Token (ACM)](/topic/$acm) [BlackRock Inc (BLK)](/topic/blackrock) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase) [Goldman Sachs (GS)](/topic/goldman-sachs) [Morgan Stanley (MS)](/topic/morgan-stanley) [Common Wealth (WLTH)](/topic/$wlth) [Artificial Intelligence (AI4)](/topic/$ai4) ### Top Social Posts [#](/creator/twitter::13955342/posts) --- Top posts by engagements in the last XX hours "The Trillion-Dollar AI Backbone: The Next Great Industrial Evolution Why Americas Ai boom isnt a bubble its an amalgamation of steel silicon and raw power $NVDA $AMD $ANET $CSCO $INTC $NEE $NRG $DUK $EXC $D $FLNC $TSLA $EOSE $ESS $VRT $ETN $CMI $GNRC $CARR $TT $ALB $FCX $MP $LTHM $LAC $J $ACM" [X Link](https://x.com/Trace_Cohen/status/1978456777168462066) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-15T13:43Z 21.3K followers, 24.9K engagements "tagging @Heineken_US @Heineken to find the person who pitched so I can meet them and learn how it went from crazy idea to production" [X Link](https://x.com/Trace_Cohen/status/1979184501747019778) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-17T13:55Z 21.3K followers, 7489 engagements "When VC works wow ๐๐ Index Ventures Estimated fund size: $400M Return from Figma: $7B Fund multiple: 17.5x Greylock Partners Estimated fund size: $600M Return from Figma: $6.5B Fund multiple: 10.8x Kleiner Perkins Estimated fund size: $700M Return from Figma: $5.7B Fund multiple: 8.1x Sequoia Capital Estimated fund size: $2.5B Return from Figma: $3.5B Fund multiple: 1.4x" [X Link](https://x.com/Trace_Cohen/status/1951107941047693643) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-08-01T02:29Z 21.3K followers, 575.2K engagements "From ZIRP to 5%: AIs Hype Cycle Whats Old Is New Again. The AI boom is accelerating capital inflows are surging valuations are climbing and SPAC activity is resurfacing. In many ways it resembles the exuberance of 2021 but the macroeconomic context is very different" [X Link](https://x.com/Trace_Cohen/status/1958214528442695922) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-08-20T17:08Z 21.3K followers, XXX engagements "Former chief product officer for rocket internet whose job it was to literally copy/paste other startups" [X Link](https://x.com/Trace_Cohen/status/1970789540307538339) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-09-24T09:56Z 21.3K followers, XXX engagements "Hmmmmm who will fund OpenAi and all this infra stuff. BlackRock; $12.5T Vanguard; $10.1T Fidelity; $5.9T State Street; $5.1T JP Morgan AM; $3.7T Goldman Sachs AM; $3.2T Capital Group; $2.8T Amundi; $2.6T Invesco; $1.9T Allianz / PIMCO; $1.9T BNY Mellon; $1.9T Morgan Stanley IM; $1.6T DWS; $1.0T Schroders; $0.9T+ Blackstone (alts); $1.1T Top Banks (Total Assets) $XXXX trillion ICBC (China); $6.3T Agricultural Bank of China; $5.6T China Construction Bank; $5.4T Bank of China; $4.6T JPMorgan Chase; $4.0T Bank of America; $3.3T HSBC; $2.9T BNP Paribas; $2.9T MUFG (Japan); $2.8T Crdit Agricole;" [X Link](https://x.com/Trace_Cohen/status/1970819411637314035) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-09-24T11:55Z 21.3K followers, 1221 engagements "Wealthfront $WLTH IPO filing highlights: XX years in the making Revenue grew from $216.7M $308.9M YoY (43%) H1 2025 net income: $60.7M on $175.6M revenue (down from $132.3M prior) Margins remain strong as scale kicks in AUM: $85B+ across 1M+ clients UBS previously agreed to acquire them for $1.4B in 2022 Recent secondary implied $2B valuation" [X Link](https://x.com/Trace_Cohen/status/1972850388647743851) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-09-30T02:26Z 21.3K followers, 4427 engagements "@djnick33 Fair point but were still early so you cant judge it on ROI yet - need a few more years to determine that" [X Link](https://x.com/Trace_Cohen/status/1975960354481143833) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-08T16:23Z 21.3K followers, XXX engagements "@StockSavvyShay @fiscal_ai @grok what happened or changed march 2024" [X Link](https://x.com/Trace_Cohen/status/1977380544938750108) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-12T14:27Z 21.3K followers, XX engagements "Ugh I hate when a soy boy international tariff skirmish gets in the way of building $1T in data centers and AGI" [X Link](https://x.com/Trace_Cohen/status/1979179698782355542) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-17T13:36Z 21.3K followers, XXX engagements "We should pride ourselves on investing in startups by DOING (not due) diligence. Bragging about how fast you invest is not a super power. Not wasting time and running a process is what we should focus on" [X Link](https://x.com/Trace_Cohen/status/1979180456525402595) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-17T13:39Z 21.3K followers, XXX engagements "@credistick Exactly so you need early investors to believe that with that money and time the team can get it to the next level of funding in the future ๐ฎ And thats kind of what series A is for - more consensus with some PMF" [X Link](https://x.com/Trace_Cohen/status/1979193626094657731) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-17T14:31Z 21.3K followers, XX engagements "Yes most enterprise want that and wish they could build it themselves or buy it but overall thats just not true. Ai adoption is slow bc they dont have the budget expertise data and risk tolerance to do it properly. I agree custom agents are needed but that doesnt scale small agencies trying to sell in will have a tough time and hit so many bottlenecks" [X Link](https://x.com/Trace_Cohen/status/1979330891638792444) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-17T23:37Z 21.3K followers, XXX engagements "@NWischoff Yep its basically the pre revenue series A based on hopium before the real business model kicks in. Once you hit $3-$5M you have a real business and metrics you can be judged on" [X Link](https://x.com/Trace_Cohen/status/1979331687638274429) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-17T23:40Z 21.3K followers, XXX engagements "The new nest with a touch side and smaller screen is a worse UX than the spinning one wow such an annoying downgrade for an upgrade" [X Link](https://x.com/Trace_Cohen/status/1979589860303479122) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-18T16:46Z 21.3K followers, XXX engagements "All in on coffee Ai Aka robots making coffee and supply chain optimization" [X Link](https://x.com/Trace_Cohen/status/1979598149204271226) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-18T17:19Z 21.3K followers, 1087 engagements "@Scobleizer @maryamie @VMware @Broadcom Thanks for sharing pls keep us updated" [X Link](https://x.com/Trace_Cohen/status/1979734305229373922) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-19T02:20Z 21.3K followers, XXX engagements "@autosourcer0 @AviSchiffmann XXX% real" [X Link](https://x.com/Trace_Cohen/status/1978972383135371280) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-16T23:52Z 21.3K followers, 5706 engagements "@Prithvir12 The slop is user generated - thats a people problem based on todays technology used for menial tasks" [X Link](https://x.com/Trace_Cohen/status/1980275047538278846) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-20T14:08Z 21.3K followers, XXX engagements "@jeffreyajewett How does it work / is better" [X Link](https://x.com/Trace_Cohen/status/1980383829799108711) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-20T21:21Z 21.3K followers, XX engagements "Big 2025 VC-backed acquisitions ($500M+) chronological ๐งต Jan Scorpion Eli Lilly Up to $2.5B Raised $430M IDRx GSK Up to $1.15B Raised $242M Mar Wiz Google $32B Raised $1.9B Moveworks ServiceNow $2.85B Raised $315M Chimerix Jazz Pharma $935M Raised $95M Apr SpringWorks Merck $3.9B Raised $125M May SiteOne Eli Lilly Up to $1B Raised $115M Neon Databricks $1B Raised $130M Enosemi AMD $1B (rumored) Raised $30M Informatica Salesforce $8B Raised $230M Jun Blueprint Sanofi $9.1B (+CVRs) Raised $115M Verve Eli Lilly Up to $1.3B Raised $679M Scale AI Meta $14.3B Raised $600M Gretel ai Nvidia $1B" [X Link](https://x.com/Trace_Cohen/status/1969576830525915431) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-09-21T01:38Z 21.3K followers, 2329 engagements "Navan $NAVN (fka TripActions) IPO snapshot Raised $2B+ from Lightspeed a16z Coatue 01A 2022 valuation: $9.2B IPO at $6.9B (-25%) Revenue: $537M FY25 (+33% YoY) $402M FY24 Net Loss: $181M FY25 (-45% YoY) $332M FY24 Gross Margin: XX% FY25 up from XX% FY24 Booking Volume: $6.6B FY25 (+32% YoY) Payment Volume: $3.7B FY25 (+35% YoY)" [X Link](https://x.com/Trace_Cohen/status/1978139748905472016) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-14T16:44Z 21.3K followers, XXX engagements "$133M is a seed round for multi billion dollar VCs. Assuming each fund is $5B ish and they split it evenly for $44M each thats .089% of their fund which is tiny" [X Link](https://x.com/Trace_Cohen/status/1979153546655211958) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-17T11:52Z 21.3K followers, XXX engagements "@krishna_avi You see this" [X Link](https://x.com/Trace_Cohen/status/1979715863185113547) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-19T01:06Z 21.3K followers, 4145 engagements "Figma IPO returns ๐ฅ ๐ก Index Ventures $3.8M $7.2B 1900 ๐ Greylock Partners $14M $6.7B XXX ๐ฏ Kleiner Perkins $25M $6B XXX ๐ Sequoia Capital $40M $1.1B XX ๐ Andreessen Horowitz (a16z) $50M $1.5B XX ๐ผ Durable Capital $200M $1.4B 7" [X Link](https://x.com/Trace_Cohen/status/1951414878884806744) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-08-01T22:48Z 21.3K followers, 616.9K engagements "Canva Returns at $100B Valuation (estimated at future IPO) ๐ ๐ Blackbird Ventures (2013 Seed) $250K $10B 40000 Felicis Ventures (2015 Series A) $1.5M $6.7B 4467 ๐ง Matrix Partners (20132015 Seed + Series A) $3.6M $9B 2500 ๐ฆ General Catalyst (2018 Series C) $60M $2.0B XX ๐ Bond Capital (2020 Series E) $85M $2.6B XX ๐ฅ T. Rowe Price (2021 Series F) $200M $2.4B 12" [X Link](https://x.com/Trace_Cohen/status/1952207983783399647) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-08-04T03:20Z 21.3K followers, 206K engagements "Brooo next level trolling @AviSchiffmann" [X Link](https://x.com/Trace_Cohen/status/1978934874997170461) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-16T21:23Z 21.3K followers, 862.8K engagements "People worried about the economy etc but @AmericanExpress $AXP data is strong" [X Link](https://x.com/Trace_Cohen/status/1979231216722161676) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-17T17:01Z 21.3K followers, XXX engagements "Yall love to hate on OpenAi but in a few years when they IPO for $1T+ every banker will fight for allocation and you will buy their stock" [X Link](https://x.com/Trace_Cohen/status/1980005169346519513) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-19T20:16Z 21.3K followers, XXX engagements "@jeffreyajewett @grok Cool but why wont OpenAi Anthropic etc do this" [X Link](https://x.com/Trace_Cohen/status/1980418907103191349) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-20T23:40Z 21.3K followers, XX engagements "@jeffreyajewett @grok Really sorry but I still have no idea how its different and/or better. Also licensed so you built it there and they own it or you found it and just pay them to use it" [X Link](https://x.com/Trace_Cohen/status/1980423943900340302) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-21T00:00Z 21.3K followers, XX engagements "This Is Not 1999: Stop Calling It a Bubble The dot-com era was tiny revenue and big stories. Today is trillions in revenue real capex and physical constraints. AI is infrastructure not hype Big tech generates over $XXX trillion in annual revenue" [X Link](https://x.com/Trace_Cohen/status/1975929375490277553) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-08T14:20Z 21.3K followers, 28K engagements "What are the biggest and most successful SMB startups Shopify Etsy HubSpot etc" [X Link](https://x.com/Trace_Cohen/status/1979668242907148486) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-18T21:57Z 21.3K followers, XXX engagements "@tszzl Yes but theyll be so volatile and cant do things in private that the public markets wont allow or understand. It is definitely unfortunate that they will IPO in a few years for hundreds of billions. Basically unlimited private capital so raising IPO isnt needed" [X Link](https://x.com/Trace_Cohen/status/1980083417300767177) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-20T01:27Z 21.3K followers, 1109 engagements "@jeffreyajewett @grok please explain this so I actually understand what they are trying to do" [X Link](https://x.com/Trace_Cohen/status/1980409091181932857) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-20T23:01Z 21.3K followers, XX engagements "@PeterJ_Walker I assume multi stage big funds Whats the average round sizes and time between rounds Also what % of their seed investments did they then lead the series A of" [X Link](https://x.com/Trace_Cohen/status/1980432483792613432) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-21T00:34Z 21.3K followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Trace Vertical Ai Cohen posts on X about ipo, index ventures, greylock partners, kleiner perkins the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence finance XXXX% stocks XXXX% technology brands XXXX% vc firms #241 cryptocurrencies XXXX% countries XXXX% automotive brands XXXX%
Social topic influence ipo #146, index ventures #6, greylock partners #3, kleiner perkins #8, sequoia capital #8, open ai #2735, $14b #22, $400m #48, $7b #14, $600m #17
Top accounts mentioned or mentioned by @grok @jeffreyajewett @cartainc @peterjwalker @avischiffmann @credistick @zephyrz9 @endowmenteddie @kwharrison13 @hingumtringum @pmarca @wquist @unusualwhales @barchart @nwischoff @theovonscousin @heineken @scobleizer @autosourcer0 @prithvir12
Top assets mentioned NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Arista Networks Inc (ANET) Cisco Systems Inc (CSCO) Intel Corporation (INTC) NextEra Energy Inc (NEE) Exelon Corporation (EXC) Vertiv Holdings Co (VRT) NRG Energy Inc (NRG) Duke Energy Corp (DUK) Fluence Energy, Inc. Class A Common Stock (FLNC) Eos Energy Enterprises, Inc. (EOSE) Tesla, Inc. (TSLA) Earth X Essence (ESS) Cummins Inc. (CMI) Freeport-McMoRan Inc (FCX) MP Materials Corp. (MP) Livent Corporation (LTHM) Lithium Americas Corp. Common Shares (LAC) Electroneum (ETN) Generac Holdings Inc. (GNRC) Jacobs Solutions Inc (J) Carnomaly (CARR) ThunderCore (TT) Alien Base (ALB) AC Milan Fan Token (ACM) BlackRock Inc (BLK) JPMorgan Chase (JPM) Goldman Sachs (GS) Morgan Stanley (MS) Common Wealth (WLTH) Artificial Intelligence (AI4)
Top posts by engagements in the last XX hours
"The Trillion-Dollar AI Backbone: The Next Great Industrial Evolution Why Americas Ai boom isnt a bubble its an amalgamation of steel silicon and raw power $NVDA $AMD $ANET $CSCO $INTC $NEE $NRG $DUK $EXC $D $FLNC $TSLA $EOSE $ESS $VRT $ETN $CMI $GNRC $CARR $TT $ALB $FCX $MP $LTHM $LAC $J $ACM"
X Link @Trace_Cohen 2025-10-15T13:43Z 21.3K followers, 24.9K engagements
"tagging @Heineken_US @Heineken to find the person who pitched so I can meet them and learn how it went from crazy idea to production"
X Link @Trace_Cohen 2025-10-17T13:55Z 21.3K followers, 7489 engagements
"When VC works wow ๐๐ Index Ventures Estimated fund size: $400M Return from Figma: $7B Fund multiple: 17.5x Greylock Partners Estimated fund size: $600M Return from Figma: $6.5B Fund multiple: 10.8x Kleiner Perkins Estimated fund size: $700M Return from Figma: $5.7B Fund multiple: 8.1x Sequoia Capital Estimated fund size: $2.5B Return from Figma: $3.5B Fund multiple: 1.4x"
X Link @Trace_Cohen 2025-08-01T02:29Z 21.3K followers, 575.2K engagements
"From ZIRP to 5%: AIs Hype Cycle Whats Old Is New Again. The AI boom is accelerating capital inflows are surging valuations are climbing and SPAC activity is resurfacing. In many ways it resembles the exuberance of 2021 but the macroeconomic context is very different"
X Link @Trace_Cohen 2025-08-20T17:08Z 21.3K followers, XXX engagements
"Former chief product officer for rocket internet whose job it was to literally copy/paste other startups"
X Link @Trace_Cohen 2025-09-24T09:56Z 21.3K followers, XXX engagements
"Hmmmmm who will fund OpenAi and all this infra stuff. BlackRock; $12.5T Vanguard; $10.1T Fidelity; $5.9T State Street; $5.1T JP Morgan AM; $3.7T Goldman Sachs AM; $3.2T Capital Group; $2.8T Amundi; $2.6T Invesco; $1.9T Allianz / PIMCO; $1.9T BNY Mellon; $1.9T Morgan Stanley IM; $1.6T DWS; $1.0T Schroders; $0.9T+ Blackstone (alts); $1.1T Top Banks (Total Assets) $XXXX trillion ICBC (China); $6.3T Agricultural Bank of China; $5.6T China Construction Bank; $5.4T Bank of China; $4.6T JPMorgan Chase; $4.0T Bank of America; $3.3T HSBC; $2.9T BNP Paribas; $2.9T MUFG (Japan); $2.8T Crdit Agricole;"
X Link @Trace_Cohen 2025-09-24T11:55Z 21.3K followers, 1221 engagements
"Wealthfront $WLTH IPO filing highlights: XX years in the making Revenue grew from $216.7M $308.9M YoY (43%) H1 2025 net income: $60.7M on $175.6M revenue (down from $132.3M prior) Margins remain strong as scale kicks in AUM: $85B+ across 1M+ clients UBS previously agreed to acquire them for $1.4B in 2022 Recent secondary implied $2B valuation"
X Link @Trace_Cohen 2025-09-30T02:26Z 21.3K followers, 4427 engagements
"@djnick33 Fair point but were still early so you cant judge it on ROI yet - need a few more years to determine that"
X Link @Trace_Cohen 2025-10-08T16:23Z 21.3K followers, XXX engagements
"@StockSavvyShay @fiscal_ai @grok what happened or changed march 2024"
X Link @Trace_Cohen 2025-10-12T14:27Z 21.3K followers, XX engagements
"Ugh I hate when a soy boy international tariff skirmish gets in the way of building $1T in data centers and AGI"
X Link @Trace_Cohen 2025-10-17T13:36Z 21.3K followers, XXX engagements
"We should pride ourselves on investing in startups by DOING (not due) diligence. Bragging about how fast you invest is not a super power. Not wasting time and running a process is what we should focus on"
X Link @Trace_Cohen 2025-10-17T13:39Z 21.3K followers, XXX engagements
"@credistick Exactly so you need early investors to believe that with that money and time the team can get it to the next level of funding in the future ๐ฎ And thats kind of what series A is for - more consensus with some PMF"
X Link @Trace_Cohen 2025-10-17T14:31Z 21.3K followers, XX engagements
"Yes most enterprise want that and wish they could build it themselves or buy it but overall thats just not true. Ai adoption is slow bc they dont have the budget expertise data and risk tolerance to do it properly. I agree custom agents are needed but that doesnt scale small agencies trying to sell in will have a tough time and hit so many bottlenecks"
X Link @Trace_Cohen 2025-10-17T23:37Z 21.3K followers, XXX engagements
"@NWischoff Yep its basically the pre revenue series A based on hopium before the real business model kicks in. Once you hit $3-$5M you have a real business and metrics you can be judged on"
X Link @Trace_Cohen 2025-10-17T23:40Z 21.3K followers, XXX engagements
"The new nest with a touch side and smaller screen is a worse UX than the spinning one wow such an annoying downgrade for an upgrade"
X Link @Trace_Cohen 2025-10-18T16:46Z 21.3K followers, XXX engagements
"All in on coffee Ai Aka robots making coffee and supply chain optimization"
X Link @Trace_Cohen 2025-10-18T17:19Z 21.3K followers, 1087 engagements
"@Scobleizer @maryamie @VMware @Broadcom Thanks for sharing pls keep us updated"
X Link @Trace_Cohen 2025-10-19T02:20Z 21.3K followers, XXX engagements
"@autosourcer0 @AviSchiffmann XXX% real"
X Link @Trace_Cohen 2025-10-16T23:52Z 21.3K followers, 5706 engagements
"@Prithvir12 The slop is user generated - thats a people problem based on todays technology used for menial tasks"
X Link @Trace_Cohen 2025-10-20T14:08Z 21.3K followers, XXX engagements
"@jeffreyajewett How does it work / is better"
X Link @Trace_Cohen 2025-10-20T21:21Z 21.3K followers, XX engagements
"Big 2025 VC-backed acquisitions ($500M+) chronological ๐งต Jan Scorpion Eli Lilly Up to $2.5B Raised $430M IDRx GSK Up to $1.15B Raised $242M Mar Wiz Google $32B Raised $1.9B Moveworks ServiceNow $2.85B Raised $315M Chimerix Jazz Pharma $935M Raised $95M Apr SpringWorks Merck $3.9B Raised $125M May SiteOne Eli Lilly Up to $1B Raised $115M Neon Databricks $1B Raised $130M Enosemi AMD $1B (rumored) Raised $30M Informatica Salesforce $8B Raised $230M Jun Blueprint Sanofi $9.1B (+CVRs) Raised $115M Verve Eli Lilly Up to $1.3B Raised $679M Scale AI Meta $14.3B Raised $600M Gretel ai Nvidia $1B"
X Link @Trace_Cohen 2025-09-21T01:38Z 21.3K followers, 2329 engagements
"Navan $NAVN (fka TripActions) IPO snapshot Raised $2B+ from Lightspeed a16z Coatue 01A 2022 valuation: $9.2B IPO at $6.9B (-25%) Revenue: $537M FY25 (+33% YoY) $402M FY24 Net Loss: $181M FY25 (-45% YoY) $332M FY24 Gross Margin: XX% FY25 up from XX% FY24 Booking Volume: $6.6B FY25 (+32% YoY) Payment Volume: $3.7B FY25 (+35% YoY)"
X Link @Trace_Cohen 2025-10-14T16:44Z 21.3K followers, XXX engagements
"$133M is a seed round for multi billion dollar VCs. Assuming each fund is $5B ish and they split it evenly for $44M each thats .089% of their fund which is tiny"
X Link @Trace_Cohen 2025-10-17T11:52Z 21.3K followers, XXX engagements
"@krishna_avi You see this"
X Link @Trace_Cohen 2025-10-19T01:06Z 21.3K followers, 4145 engagements
"Figma IPO returns ๐ฅ ๐ก Index Ventures $3.8M $7.2B 1900 ๐ Greylock Partners $14M $6.7B XXX ๐ฏ Kleiner Perkins $25M $6B XXX ๐ Sequoia Capital $40M $1.1B XX ๐ Andreessen Horowitz (a16z) $50M $1.5B XX ๐ผ Durable Capital $200M $1.4B 7"
X Link @Trace_Cohen 2025-08-01T22:48Z 21.3K followers, 616.9K engagements
"Canva Returns at $100B Valuation (estimated at future IPO) ๐ ๐ Blackbird Ventures (2013 Seed) $250K $10B 40000 Felicis Ventures (2015 Series A) $1.5M $6.7B 4467 ๐ง Matrix Partners (20132015 Seed + Series A) $3.6M $9B 2500 ๐ฆ General Catalyst (2018 Series C) $60M $2.0B XX ๐ Bond Capital (2020 Series E) $85M $2.6B XX ๐ฅ T. Rowe Price (2021 Series F) $200M $2.4B 12"
X Link @Trace_Cohen 2025-08-04T03:20Z 21.3K followers, 206K engagements
"Brooo next level trolling @AviSchiffmann"
X Link @Trace_Cohen 2025-10-16T21:23Z 21.3K followers, 862.8K engagements
"People worried about the economy etc but @AmericanExpress $AXP data is strong"
X Link @Trace_Cohen 2025-10-17T17:01Z 21.3K followers, XXX engagements
"Yall love to hate on OpenAi but in a few years when they IPO for $1T+ every banker will fight for allocation and you will buy their stock"
X Link @Trace_Cohen 2025-10-19T20:16Z 21.3K followers, XXX engagements
"@jeffreyajewett @grok Cool but why wont OpenAi Anthropic etc do this"
X Link @Trace_Cohen 2025-10-20T23:40Z 21.3K followers, XX engagements
"@jeffreyajewett @grok Really sorry but I still have no idea how its different and/or better. Also licensed so you built it there and they own it or you found it and just pay them to use it"
X Link @Trace_Cohen 2025-10-21T00:00Z 21.3K followers, XX engagements
"This Is Not 1999: Stop Calling It a Bubble The dot-com era was tiny revenue and big stories. Today is trillions in revenue real capex and physical constraints. AI is infrastructure not hype Big tech generates over $XXX trillion in annual revenue"
X Link @Trace_Cohen 2025-10-08T14:20Z 21.3K followers, 28K engagements
"What are the biggest and most successful SMB startups Shopify Etsy HubSpot etc"
X Link @Trace_Cohen 2025-10-18T21:57Z 21.3K followers, XXX engagements
"@tszzl Yes but theyll be so volatile and cant do things in private that the public markets wont allow or understand. It is definitely unfortunate that they will IPO in a few years for hundreds of billions. Basically unlimited private capital so raising IPO isnt needed"
X Link @Trace_Cohen 2025-10-20T01:27Z 21.3K followers, 1109 engagements
"@jeffreyajewett @grok please explain this so I actually understand what they are trying to do"
X Link @Trace_Cohen 2025-10-20T23:01Z 21.3K followers, XX engagements
"@PeterJ_Walker I assume multi stage big funds Whats the average round sizes and time between rounds Also what % of their seed investments did they then lead the series A of"
X Link @Trace_Cohen 2025-10-21T00:34Z 21.3K followers, XXX engagements
/creator/x::Trace_Cohen