[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.] #  @credistick Dan Gray Dan Gray posts on X about investment, ip, acquisition, warp the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::20999409/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +251% - X Months XXXXXXX -XX% - X Year XXXXXXXXX +31% ### Mentions: X [#](/creator/twitter::20999409/posts_active)  - X Months XX -XX% - X Year XXX -XXXX% ### Followers: XXXXX [#](/creator/twitter::20999409/followers)  - X Week XXXXX +0.74% - X Month XXXXX +8.50% - X Months XXXXX +56% - X Year XXXXX +218% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::20999409/influencer_rank)  ### Social Influence [#](/creator/twitter::20999409/influence) --- **Social category influence** [finance](/list/finance) [technology brands](/list/technology-brands) [stocks](/list/stocks) [countries](/list/countries) [vc firms](/list/vc-firms) [currencies](/list/currencies) **Social topic influence** [investment](/topic/investment), [ip](/topic/ip), [acquisition](/topic/acquisition), [warp](/topic/warp), [vcs](/topic/vcs), [dec](/topic/dec), [meta](/topic/meta), [microsoft](/topic/microsoft), [beta](/topic/beta), [banking](/topic/banking) **Top assets mentioned** [Microsoft Corp. (MSFT)](/topic/microsoft) [Hundred Million (100M)](/topic/$100m) ### Top Social Posts [#](/creator/twitter::20999409/posts) --- Top posts by engagements in the last XX hours "What does it mean if you see VCs and their portfolio company founders arguing about politics It may be more of a positive signal than you think according to research on how political preferences warp investment behavior in venture capital. VC partners are approximately XX% more likely to invest in founders with 'co-partisan' political views which produces a drag on investment performance. "VC partners are more likely to invest in startups managed by co-partisan CEOs with stronger effects among donor voters and during election years. Co-partisan investments underperform relative to"  [@credistick](/creator/x/credistick) on [X](/post/tweet/1946177145010618713) 2025-07-18 11:56:04 UTC 5337 followers, 1502 engagements "Not all AI deals are acquihires but all acquihire deals are AI: Within Meta (Acquisition) - Feb 2023 Scale AI Meta (Acquihire) Jun 2025 Play AI Meta (Acquisition) - Jul 2025 OmniML NVIDIA (Acquisition) - Feb 2023 Deci AI NVIDIA (Acquisition) Apr 2024 Run:ai NVIDIA (Acquisition) Dec 2024 CentML NVIDIA (Acquisition) Jun 2025 Fungible Microsoft (Acquisition) Jan 2023 Activision Blizzard Microsoft (Acquisition) Oct 2023 Inflection AI Microsoft (Acquihire) Mar 2024 Character AI Google (Acquihire) Aug 2024 Wiz Google (Acquisition) Mar 2025 Windsurf Google (Acquihire) Jul 2025 One Medical Amazon"  [@credistick](/creator/x/credistick) on [X](/post/tweet/1944875409385881984) 2025-07-14 21:43:26 UTC 5345 followers, 8933 engagements "Antitrust has become a boogeyman thanks to a few admittedly puzzling cases: JetBlue/Spirit Activision/Blizzard Facebook/Within and some questions in iRobot/Amazon. I genuinely dont think its had a significant impact on VC in recent years compared to the bid-ask spread. Some were burned on Adobe/Figma but that was textbook antitrust. Code gen is very competitive lots of active players so its not clear to me that the FTC/DoJ would have taken any interest but I get that the market is nervous about it. Associating the acqui-hire trend with antitrust may just be a diplomatic way to avoid pointing"  [@credistick](/creator/x/credistick) on [X](/post/tweet/1944518916396425603) 2025-07-13 22:06:51 UTC 5338 followers, XXX engagements "There are two main types of risk in venture capital: - Idiosyncratic Risk (investment risk) - Systematic Risk (market risk) The goal is to embrace idiosyncratic risk (the source of alpha) and limit exposure to systematic risk (a reflection of beta). However systematic risk is seductive. It distributes accountability offers a mirage of success in hot markets and turns investing into a much simpler box-checking excercise. This is bad for returns and bad for innovation"  [@credistick](/creator/x/credistick) on [X](/post/tweet/1944037391804547345) 2025-07-12 14:13:27 UTC 5336 followers, 5185 engagements "@haridigresses This is a great write up but I think you're barking up the wrong tree with the FTC conclusion. There is just no incentive for a traditional acquisition if you don't care about the IP/product/business model"  [@credistick](/creator/x/credistick) on [X](/post/tweet/1944421670925525402) 2025-07-13 15:40:26 UTC 5333 followers, 4254 engagements "The quote below from @WillManidis is worth the consideration of every venture investor GP and LP. (It's also core to the mission of @equidam: making idiosyncratic ideas more legible for finance.) As a product of incentives capital in VC has gravity. It is inclined to collect in pools feeding consensus driving momentum and concentrating systematic risk*. This is bad for the quality of investments and distinctly bad for innovation perhaps the only place where those two concepts remain aligned. Will's 'merchant banking' concept (described at length in the episode below) is an interesting remedy."  [@credistick](/creator/x/credistick) on [X](/post/tweet/1943276691612221820) 2025-07-10 11:50:42 UTC 5346 followers, 41.4K engagements "Isnt there a correlation to the market implied by focusing on mainstream ideas and mainstream terms Theres research Ive shared looking at the outperformance of firms that take more idiosyncratic risk. Its also a case you can make if you look at the nature of the biggest outlier returns in ventures history"  [@credistick](/creator/x/credistick) on [X](/post/tweet/1944102365826601278) 2025-07-12 18:31:38 UTC 5333 followers, XX engagements "Theyre sides of the same coin but the latter is probably a bigger headache today with the lack of good money at Series A. Firms with a solid reserve strategy suffer less from the Series A gap but theyre also naturally more concentrated which can bias toward consensus for different reason"  [@credistick](/creator/x/credistick) on [X](/post/tweet/1947803651264700749) 2025-07-22 23:39:13 UTC 5346 followers, XX engagements "Heres a paper you probably didnt see on X published by the bipartisan @committeeonccp in February 2024 looking at activity by US VC firms in China. The report focused particularly on five firms: GGV Capital GSR Ventures Qualcomm Ventures Sequoia Capital China and Walden International. US VC investment in the PRC grew in the mid-2000s and exploded the following decade as the U.S. government encouraged investment into the PRC believing that greater economic ties would encourage economic liberalization.318 Unfortunately we have seen the opposite. As U.S. capital flows into PRC advanced"  [@credistick](/creator/x/credistick) on [X](/post/tweet/1945247463226368478) 2025-07-15 22:21:50 UTC 5346 followers, 2977 engagements "Lots of interesting data in the Q1 2025 VC Fund Performance report from @cartainc. Check @PeterJ_Walker's thread below for more insights and analysis. Just for fun: IRR by vintage against the trend in down rounds"  [@credistick](/creator/x/credistick) on [X](/post/tweet/1935342520206246163) 2025-06-18 14:23:08 UTC 5333 followers, 3450 engagements
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@credistick Dan Gray
Dan Gray posts on X about investment, ip, acquisition, warp the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +251%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +31%
Mentions: X #
- X Months XX -XX%
- X Year XXX -XXXX%
Followers: XXXXX #
- X Week XXXXX +0.74%
- X Month XXXXX +8.50%
- X Months XXXXX +56%
- X Year XXXXX +218%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance technology brands stocks countries vc firms currencies
Social topic influence investment, ip, acquisition, warp, vcs, dec, meta, microsoft, beta, banking
Top assets mentioned Microsoft Corp. (MSFT) Hundred Million (100M)
Top Social Posts #
Top posts by engagements in the last XX hours
"What does it mean if you see VCs and their portfolio company founders arguing about politics It may be more of a positive signal than you think according to research on how political preferences warp investment behavior in venture capital. VC partners are approximately XX% more likely to invest in founders with 'co-partisan' political views which produces a drag on investment performance. "VC partners are more likely to invest in startups managed by co-partisan CEOs with stronger effects among donor voters and during election years. Co-partisan investments underperform relative to"
@credistick on X 2025-07-18 11:56:04 UTC 5337 followers, 1502 engagements
"Not all AI deals are acquihires but all acquihire deals are AI: Within Meta (Acquisition) - Feb 2023 Scale AI Meta (Acquihire) Jun 2025 Play AI Meta (Acquisition) - Jul 2025 OmniML NVIDIA (Acquisition) - Feb 2023 Deci AI NVIDIA (Acquisition) Apr 2024 Run:ai NVIDIA (Acquisition) Dec 2024 CentML NVIDIA (Acquisition) Jun 2025 Fungible Microsoft (Acquisition) Jan 2023 Activision Blizzard Microsoft (Acquisition) Oct 2023 Inflection AI Microsoft (Acquihire) Mar 2024 Character AI Google (Acquihire) Aug 2024 Wiz Google (Acquisition) Mar 2025 Windsurf Google (Acquihire) Jul 2025 One Medical Amazon" @credistick on X 2025-07-14 21:43:26 UTC 5345 followers, 8933 engagements
"Antitrust has become a boogeyman thanks to a few admittedly puzzling cases: JetBlue/Spirit Activision/Blizzard Facebook/Within and some questions in iRobot/Amazon. I genuinely dont think its had a significant impact on VC in recent years compared to the bid-ask spread. Some were burned on Adobe/Figma but that was textbook antitrust. Code gen is very competitive lots of active players so its not clear to me that the FTC/DoJ would have taken any interest but I get that the market is nervous about it. Associating the acqui-hire trend with antitrust may just be a diplomatic way to avoid pointing" @credistick on X 2025-07-13 22:06:51 UTC 5338 followers, XXX engagements
"There are two main types of risk in venture capital: - Idiosyncratic Risk (investment risk) - Systematic Risk (market risk) The goal is to embrace idiosyncratic risk (the source of alpha) and limit exposure to systematic risk (a reflection of beta). However systematic risk is seductive. It distributes accountability offers a mirage of success in hot markets and turns investing into a much simpler box-checking excercise. This is bad for returns and bad for innovation" @credistick on X 2025-07-12 14:13:27 UTC 5336 followers, 5185 engagements
"@haridigresses This is a great write up but I think you're barking up the wrong tree with the FTC conclusion. There is just no incentive for a traditional acquisition if you don't care about the IP/product/business model" @credistick on X 2025-07-13 15:40:26 UTC 5333 followers, 4254 engagements
"The quote below from @WillManidis is worth the consideration of every venture investor GP and LP. (It's also core to the mission of @equidam: making idiosyncratic ideas more legible for finance.) As a product of incentives capital in VC has gravity. It is inclined to collect in pools feeding consensus driving momentum and concentrating systematic risk*. This is bad for the quality of investments and distinctly bad for innovation perhaps the only place where those two concepts remain aligned. Will's 'merchant banking' concept (described at length in the episode below) is an interesting remedy." @credistick on X 2025-07-10 11:50:42 UTC 5346 followers, 41.4K engagements
"Isnt there a correlation to the market implied by focusing on mainstream ideas and mainstream terms Theres research Ive shared looking at the outperformance of firms that take more idiosyncratic risk. Its also a case you can make if you look at the nature of the biggest outlier returns in ventures history" @credistick on X 2025-07-12 18:31:38 UTC 5333 followers, XX engagements
"Theyre sides of the same coin but the latter is probably a bigger headache today with the lack of good money at Series A. Firms with a solid reserve strategy suffer less from the Series A gap but theyre also naturally more concentrated which can bias toward consensus for different reason" @credistick on X 2025-07-22 23:39:13 UTC 5346 followers, XX engagements
"Heres a paper you probably didnt see on X published by the bipartisan @committeeonccp in February 2024 looking at activity by US VC firms in China. The report focused particularly on five firms: GGV Capital GSR Ventures Qualcomm Ventures Sequoia Capital China and Walden International. US VC investment in the PRC grew in the mid-2000s and exploded the following decade as the U.S. government encouraged investment into the PRC believing that greater economic ties would encourage economic liberalization.318 Unfortunately we have seen the opposite. As U.S. capital flows into PRC advanced" @credistick on X 2025-07-15 22:21:50 UTC 5346 followers, 2977 engagements
"Lots of interesting data in the Q1 2025 VC Fund Performance report from @cartainc. Check @PeterJ_Walker's thread below for more insights and analysis. Just for fun: IRR by vintage against the trend in down rounds" @credistick on X 2025-06-18 14:23:08 UTC 5333 followers, 3450 engagements