# ![@jeremygiffon Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::228839304.png) @jeremygiffon Jeremy Giffon

Jeremy Giffon posts on X about money, ai, company, meta the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::228839304/interactions)
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### Mentions: [--] [#](/creator/twitter::228839304/posts_active)
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### Followers: [------] [#](/creator/twitter::228839304/followers)
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### CreatorRank: [-------] [#](/creator/twitter::228839304/influencer_rank)
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### Social Influence

**Social category influence**
[finance](/list/finance)  [technology brands](/list/technology-brands)  [stocks](/list/stocks)  [celebrities](/list/celebrities)  [travel destinations](/list/travel-destinations)  [countries](/list/countries)  [social networks](/list/social-networks)  [fashion brands](/list/fashion-brands)  [currencies](/list/currencies) 

**Social topic influence**
[money](/topic/money), [ai](/topic/ai), [company](/topic/company), [meta](/topic/meta), [finance](/topic/finance), [the best](/topic/the-best), [has been](/topic/has-been), [mark](/topic/mark), [paid](/topic/paid), [investment](/topic/investment)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [Limitless (LMTS)](/topic/limitless) [Reynolds Consumer Products Inc. (REYN)](/topic/$reyn) [Stacks (STX)](/topic/stacks) [Costco Wholesale Corporation (COST)](/topic/costco)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Tricking the middle class into consuming a far worse version of something the rich consume by pointing at a business model innovation (cut out the middleman) is one of the great marketing moves of the 21st century. E.g. mattresses cashmere groceries travel members clubs"  
[X Link](https://x.com/jeremygiffon/status/1660690431934431233)  2023-07-13T00:12Z 19.5K followers, [----] engagements


"Went on the biggest finance podcast in the world. Woke up to a ton of texts. Heres six ideas that seem to have surprised my investor friends"  
[X Link](https://x.com/jeremygiffon/status/1678874016243908609)  2023-07-11T21:08Z 19.5K followers, 489.8K engagements


"Posting online is the last vestige of the American Dream. Anyone can post their way onto yachts jets and the dinner tables of the rich & famous through the sheer strength of their takes insights and analysis. Be right be original and share widely"  
[X Link](https://x.com/jeremygiffon/status/1678874041086783494)  2023-07-11T21:10Z 18.7K followers, [----] engagements


"If you have to spend countless hours debating an investment idea youve already lost. The best investments should be easy. Where everything lines up and it all makes sense. Leave the coin flips to the speculators who are forced to deploy capital on a specific timeline"  
[X Link](https://x.com/jeremygiffon/status/1678874049462829056)  2023-07-11T21:10Z 19.5K followers, [----] engagements


"These barely scratch the surface of what @patrick_oshag and I covered on the full episode: https://www.joincolossus.com/episodes/79714195/giffon-special-situations-in-private-marketstab=transcript https://www.joincolossus.com/episodes/79714195/giffon-special-situations-in-private-marketstab=transcript"  
[X Link](https://x.com/jeremygiffon/status/1678874081855422464)  2023-07-11T21:09Z 24.1K followers, 17.6K engagements


"@fatehsmann Thank you"  
[X Link](https://x.com/jeremygiffon/status/1679119485872091141)  2023-07-12T13:24Z 19.8K followers, [---] engagements


"@patrick_oshag @NeckarValue have you written about merchant banking at all https://m.youtube.com/watchv=cajbB7RO_fs https://m.youtube.com/watchv=cajbB7RO_fs"  
[X Link](https://x.com/jeremygiffon/status/1681015355693580292)  2023-07-17T18:57Z 24.8K followers, [----] engagements


"Underrated trait is the ability to hang. Surprising how rare it is to meet someone and know that you could introduce them to anyone and theyd be an asset rather than a liability"  
[X Link](https://x.com/jeremygiffon/status/1686075131095891984)  2023-07-31T18:03Z 18.7K followers, 526.9K engagements


"A common sentiment amongst great investors is that they always think the jig is up and their run is probably over. Usually means theyre about to hit it out of the park"  
[X Link](https://x.com/jeremygiffon/status/1691137886668615680)  2023-08-14T17:21Z 19.6K followers, 10.4K engagements


"@awilkinson Eat two of these"  
[X Link](https://x.com/jeremygiffon/status/1693747282208764123)  2023-08-21T22:09Z 19.4K followers, [----] engagements


"Shocking how many founders had millions in the bank before starting the ventures they are known for"  
[X Link](https://x.com/jeremygiffon/status/1698823665557614933)  2023-09-04T22:21Z 18.9K followers, 87.8K engagements


"@Royal_Arse Yeah but they have to get the money personally seed investing doesn't do it"  
[X Link](https://x.com/anyuser/status/1698847746243915845)  2023-09-04T23:57Z [--] followers, [---] engagements


"You're telling me a 'tech' company previously valued in the billions has been re-capped for 10% of its value and is going to get profitable under new ownership That's crazy good thing it's a total one off and not indicative of a looming systematic trend"  
[X Link](https://x.com/jeremygiffon/status/1709621483939475806)  2023-10-04T17:28Z 18.7K followers, 32.6K engagements


"College campuses are much better than offices. The architecture is inspiring they have aesthetically pleasing outdoor space to layabout in/take calls lots of food options bountiful coffee and gyms and libraries provide on demand refuge from noise and interruptions"  
[X Link](https://x.com/jeremygiffon/status/1713603856989315369)  2023-10-15T17:12Z 18.7K followers, 45.9K engagements


"Who are the best GP level investors under 30"  
[X Link](https://x.com/jeremygiffon/status/1714312148929720631)  2023-10-17T16:07Z 24.7K followers, 12.3K engagements


"One of the best business models in the world is a service business where the service becomes more valuable because it is extremely expensive"  
[X Link](https://x.com/jeremygiffon/status/1716908315425595576)  2023-10-24T20:03Z 18.7K followers, 42.6K engagements


"Im looking to sublet a private office for one person in Manhattan ideally with lots of natural light. Does anyone have such a thing"  
[X Link](https://x.com/jeremygiffon/status/1717189019455344856)  2023-10-25T14:39Z 18.7K followers, [----] engagements


"One peculiar thing about career development is you spend a lot of time trying to get people to say yes only to have to spend a lot of time trying to figure out how to say no to a lot people"  
[X Link](https://x.com/jeremygiffon/status/1718036019767812451)  2023-10-27T22:44Z 19.4K followers, [----] engagements


"Id read a book like the Outsiders but just for guys who sold their companies at the top then bought it back at the bottom. Underrated capital allocation move"  
[X Link](https://x.com/jeremygiffon/status/1722280155773886908)  2023-11-08T15:49Z 25.9K followers, 36K engagements


"One really strange result of eating nothing but salt and beef for [--] weeks was having (1) completely stable mood and energy levels from rising to sleeping and (2) effortlessly being able to wake up at dawn for the first time in my life"  
[X Link](https://x.com/jeremygiffon/status/1726302907509686485)  2023-11-19T18:14Z 18.9K followers, 69.1K engagements


"@RobTerrin I think it's a fairly straightforward to approximate how much consumer surplus exists in any particular transaction"  
[X Link](https://x.com/jeremygiffon/status/1726998985444081712)  2023-11-21T16:20Z 18.9K followers, [--] engagements


"What's the best work of Christian fiction"  
[X Link](https://x.com/jeremygiffon/status/1728470776964165995)  2023-11-25T17:48Z 19.4K followers, 35.5K engagements


"@colin_of_canada Thank you Vancouver Island 🫡"  
[X Link](https://x.com/jeremygiffon/status/1733675744533135857)  2023-12-10T02:31Z 19.5K followers, [--] engagements


"There are two types of podcasts: those where people are there for the guest and those where are there for the host. Theres a lot of the first very few of the second"  
[X Link](https://x.com/jeremygiffon/status/1737973761268453690)  2023-12-21T23:10Z 19.6K followers, 25.5K engagements


"Orgs without quantifiable output (banking/consulting/law) have to use bad working conditions as a selection mechanism because theres nothing better to select for. Orgs that do can select for competency (leetcode returns) which allows them to have cushy working conditions"  
[X Link](https://x.com/jeremygiffon/status/1753953306588643457)  2024-02-04T01:27Z 19.9K followers, [----] engagements


"An interesting way to classify investors is through a matrix of high profile vs. low profile and returns focused vs. fee focused. A lot of strange behaviors becomes clarified when you know where a GP or firm actually stands"  
[X Link](https://x.com/jeremygiffon/status/1756058063679652249)  2024-02-09T20:50Z 19.9K followers, 19K engagements


"Unironically correct. Its historically anomalous for names to be chosen as pure fashion. Theres a reason the Bible spends so much time on names"  
[X Link](https://x.com/jeremygiffon/status/1757107418910114298)  2024-02-12T18:20Z 20K followers, 20.1K engagements


"@johncoogan Getting the starlight headliner in order to properly imitate Christ"  
[X Link](https://x.com/jeremygiffon/status/1757136465228612019)  2024-02-12T20:15Z 19.9K followers, [---] engagements


"@nabeelqu Americans forget how deeply the idea of limitless economic prosperity on the western frontier is coded into the founding of the country"  
[X Link](https://x.com/jeremygiffon/status/1757247375830057118)  2024-02-13T03:36Z 20K followers, [----] engagements


"Expect podcast sponsor revenue to get decline 80% in the next few years. As a consequence podcasters are going to need to build equity in companies with products that can be sold to their audience. They'll start with commodity products and evolve to higher quality businesses"  
[X Link](https://x.com/jeremygiffon/status/1758562887579193832)  2024-02-16T18:43Z 20K followers, 33.6K engagements


"To be clear this means podcasters will make more money not less. Its Matt Damon doing a superbowl commercial vs Ryan Reynolds owning the team"  
[X Link](https://x.com/jeremygiffon/status/1758659728119648494)  2024-02-17T01:08Z 20K followers, [----] engagements


"Asked the founder of a large firm if he was worried about succession and he said he wasn't because the right successor will simply show up one day and take it from him. I think about that a lot"  
[X Link](https://x.com/jeremygiffon/status/1760843067735577049)  2024-02-23T01:44Z 20K followers, 17.7K engagements


"A good proxy for the longevity of a city is how compelled its residents feel to spend their money on it eg Dillers island or Paulsons Central Park donation vs how likely they are to bail on it once they get rich"  
[X Link](https://x.com/jeremygiffon/status/1763574250395345259)  2024-03-01T14:37Z 20.1K followers, [----] engagements


"@aoalp Tell that to the turkey"  
[X Link](https://x.com/jeremygiffon/status/1763575847154290906)  2024-03-01T14:43Z 20.1K followers, [---] engagements


"Ive seen a TON of venture backed companies that VCs have told me theyd happily sell for 1x of capital raised. Sometimes its a bad deal but often it ends up being 1-3x rev. Means you can buy out the investors at a great val and then double the teams equity and run profitably"  
[X Link](https://x.com/jeremygiffon/status/1772983316490158418)  2024-03-27T13:45Z 20.2K followers, 20.9K engagements


"Businesses where the maximizing time adjusted return just means holding it forever are soextremelyrare that it's almost arrogant to say they're the only ones you're going to buy even Buffett sold most of his portfolio overtime"  
[X Link](https://x.com/jeremygiffon/status/1781745553149206785)  2024-04-20T18:03Z 22.9K followers, 24.7K engagements


"There's an interesting phenomemon where LPs/GPs will exclusively talk about 1-3 great deals a firm has done when discussing its performance even if those deals represent a tiny fraction of the firm's assets. Further evidence that being 'great' is downstream of being prolific"  
[X Link](https://x.com/jeremygiffon/status/1784943616164581650)  2024-04-29T13:51Z 22.7K followers, 10.2K engagements


"If you can't see that we're on the brink of a religious tidal wave in young people you have your head in the sand"  
[X Link](https://x.com/jeremygiffon/status/1808645831949422795)  2024-07-03T23:35Z 23.6K followers, 86.5K engagements


"@JohnathanBi Useful PSA for those who choose to worship the ideas of a couple Roman guys"  
[X Link](https://x.com/jeremygiffon/status/1819767520674374064)  2024-08-03T16:09Z 24.3K followers, [----] engagements


"@GeoffLewisOrg Yeah ironically its the same dynamic as startup employees not understanding pref stacks share classes etc"  
[X Link](https://x.com/jeremygiffon/status/1837096132846977388)  2024-09-20T11:47Z 24.6K followers, [----] engagements


"A real marker of wealth is how many problems you can solve simply by texting a guy"  
[X Link](https://x.com/jeremygiffon/status/1845816878721077360)  2024-10-14T13:20Z 24.6K followers, 74.9K engagements


"@techbrospod @rory_mg @samuelfpoirier Happy holidays"  
[X Link](https://x.com/jeremygiffon/status/1869536180066488724)  2024-12-19T00:12Z 24.8K followers, [---] engagements


"F1 is maximally aristocratic in that its [--] Monaco racing heirs holding events for the rich in monarchies/dictatorships and maximally sociopathic in that it ruthlessly pits two guys against one another while forcing them to pretend they are teammates. To be clear Im a fan"  
[X Link](https://x.com/jeremygiffon/status/1901733383069409750)  2025-03-17T20:32Z 25.1K followers, 32K engagements


"My theory that the timeline will become so filled with slop that everyone will just log off forever is looking very good right now"  
[X Link](https://x.com/jeremygiffon/status/1904932514117910775)  2025-03-26T16:24Z 25.8K followers, 43.8K engagements


"Losing clubs was a tragedy"  
[X Link](https://x.com/jeremygiffon/status/1905662484356198404)  2025-03-28T16:45Z 25.2K followers, [----] engagements


"@moseskagan Thanks Moses"  
[X Link](https://x.com/jeremygiffon/status/1907142963257327814)  2025-04-01T18:48Z 25.8K followers, [---] engagements


"@loganzorp The profit motive is a virtuous force for this reason"  
[X Link](https://x.com/jeremygiffon/status/1964348458220843349)  2025-09-06T15:22Z 26.1K followers, [---] engagements


"@LindenJohan I did in the post"  
[X Link](https://x.com/jeremygiffon/status/1964814350042210523)  2025-09-07T22:13Z 26.2K followers, [----] engagements


"@wakeupatfive Its a paper that says if you dont short semiconductors youll be a part of the permanent underclass"  
[X Link](https://x.com/jeremygiffon/status/1965538170625556933)  2025-09-09T22:09Z 26.2K followers, [----] engagements


"The new landed estate is an allocation in a frontier model lab granted by the Kings (Dario Elon Sama) to their Lords (Staff Researchers) paid for by their serfs (LPs) in fee bearing SPVs that will be passed down like family heirlooms"  
[X Link](https://x.com/jeremygiffon/status/1965551035054751949)  2025-09-09T23:00Z 26.2K followers, [----] engagements


"@Eh_0z @AutismCapital @elonmusk Now we enter the insufferable era where everyone is a Christian sans belief in the resurrection"  
[X Link](https://x.com/jeremygiffon/status/1965762721598849402)  2025-09-10T13:02Z 26.2K followers, [--] engagements


"I gotta say going back on the timeline after [--] months off to follow The Event last night really makes it obvious just how mentally ill it makes you. I know everyone in heres job is the timeline but seriously for real I wish you all some peace from it"  
[X Link](https://x.com/jeremygiffon/status/1966251872983097613)  2025-09-11T21:25Z 26.2K followers, 14.4K engagements


"The only way to treat email is like a text message. Without fail people take [--] days to respond with something that's formatted like a 19th century letter when it could have been a two word reply in [--] seconds. Everyone is way too precious save it for a memo"  
[X Link](https://x.com/jeremygiffon/status/1966317085836919215)  2025-09-12T01:45Z 26.2K followers, 15.6K engagements


"A great first meeting should always just have the goal of having a good time together. To get to know one another to build a rapport. The interrogation and transactions and agendas should come later. Amazing how many people get the order exactly backwards"  
[X Link](https://x.com/jeremygiffon/status/1969247500495192294)  2025-09-20T03:49Z 26.4K followers, 12K engagements


"The late innings of institutional compounding are so massive that nothing matters other than scale. Companies that grow 10x can raise 10x the capital from funds that are 10x larger that can take 10x larger LP checks. The capital markets are driving not the other way around. "Triple triple double double is dead. Going from $1M to $3M to $9M is not interesting. You have to go $1M to $15M to $100M." @chetanp @honam @rabois @jasonlk @bdeeter @ttunguz is triple triple double double dead Have our growth expectations changed forever https://t.co/g4M373uvB9 "Triple triple double double is dead. Going"  
[X Link](https://x.com/jeremygiffon/status/1970268371355869613)  2025-09-22T23:26Z 26.4K followers, [----] engagements


"Great taste can make up for having no money but the opposite is not true"  
[X Link](https://x.com/jeremygiffon/status/1970965550168932595)  2025-09-24T21:36Z 26.5K followers, 10K engagements


"Notable that several large funds that have always stayed secretive are going public with interviews content etc. Feels downstream of the populist shift. PE needs retail for LP dollars VC find founders on the timeline HVAC owners are hounded in their inboxes. A flattening"  
[X Link](https://x.com/jeremygiffon/status/1970970267901133262)  2025-09-24T21:55Z 27K followers, 21.2K engagements


"My favourite type of business titan is the one who built it in spite of themselves. Ellison wanted to fund sailing Carnegie vowed to give up business at [--] for a life of reading Soros just wanted write philosophical treatise Munger just didnt want a boss"  
[X Link](https://x.com/jeremygiffon/status/1971925289941799057)  2025-09-27T13:10Z 26.9K followers, 45.2K engagements


"@WillManidis He wanted women to have no lines for the bathroom and for students to have convenient access to Costco he was a hero"  
[X Link](https://x.com/jeremygiffon/status/1971935644860719417)  2025-09-27T13:51Z 26.5K followers, [----] engagements


"A pretty much constant paradox is that we expect outlier outcomes from people that we demand act in normal average ways. We love geniuses after they do the great thing but we basically loath and harass them if they act in uncouth ways before hand"  
[X Link](https://x.com/jeremygiffon/status/1972057602340323433)  2025-09-27T21:55Z 27.5K followers, 137.2K engagements


"My best guess is that roughly a third of a scaled funds opex goes towards costs that are ultimately nothing more than artifice for fundraising"  
[X Link](https://x.com/jeremygiffon/status/1972421174496993467)  2025-09-28T22:00Z 26.7K followers, [---] engagements


"Two types of guy: (1) pathologically paid off house in cash despite ZIRP mortgage or (2) max levered 10yr interest-only cash-out refi mortgage-to-market arbitrage. It's important to know which one you are in your heart of hearts"  
[X Link](https://x.com/jeremygiffon/status/1973457888359190576)  2025-10-01T18:40Z 27K followers, 13.4K engagements


"Nepotism is unpopular because we have lost the intergenerational project. The merchant that begets the senator that begets the explorer each generation standing on the previous ones good works to be something the last one couldnt. Now you get a CEO that begets a worse CEO"  
[X Link](https://x.com/jeremygiffon/status/1973505918919909487)  2025-10-01T21:50Z 27K followers, 10.5K engagements


"Dichotomies are a good way of evaluating people. They serve as highly signal cleavage points based on a snap judgment. In the realm of worldly achievement my favourite of these dichotomies is whether someone values cleverness or whether they value reps. Fundamentally the clever person sees immense beauty in maximizing elegance. The reps guy rather is interested in the nobility of effort. The reps guy approaches their work like a mountain with a pot of gold at the summit. It is up for grabs to whoever applies with the most herculean effort. There is no uncertainty or unsolved puzzle; it is"  
[X Link](https://x.com/jeremygiffon/status/1974960094468002074)  2025-10-05T22:09Z 27.5K followers, 40.7K engagements


"The actual crucial ingredient for making a group chat work is having at least one guy in there who is absolutely glued to the screen 24/7 that responds instantly no matter the hour"  
[X Link](https://x.com/jeremygiffon/status/1976754870439870729)  2025-10-10T21:01Z 27.6K followers, 93.4K engagements


"There's an idea that we are screwed today because everyone has their own megaphone with no shared narratives to spout off vulgar partisan and educated takes and that journalism used to be this genteel collection of storied institutions. But it's backwards it's the idea of the Fifth Estate that is a recent invention. The norm was that journalism was independent vulgar and gossipy. Toqueville in [----] sounds straight out a of State of the Media Think Piece today:"  
[X Link](https://x.com/jeremygiffon/status/1976765991037141331)  2025-10-10T21:45Z 27.5K followers, [----] engagements


"@nateliason @AlchemixFi @0xPolygon Have you figured out how Alchemix works in a low yield environment"  
[X Link](https://x.com/jeremygiffon/status/1391875456027172865)  2021-05-10T21:59Z 27.9K followers, [--] engagements


"Tiny announced its IPO with a near $1 billion valuation. I was the first employee. Heres what I learned:"  
[X Link](https://x.com/jeremygiffon/status/1618691555304566785)  2023-01-26T19:25Z 27.8K followers, 1.4M engagements


"The telos of the hedge fund billionaire the visionary ceo the senator and the president alike is to become a poster. In the Take Economy all that matters is how entertaining you are and how much attention you can grab. Now the easiest path into the upper echelons is to post"  
[X Link](https://x.com/jeremygiffon/status/1649426626373988356)  2023-04-21T14:55Z 27.9K followers, [----] engagements


"Matt and Alex left HBS in their mid-twenties to acquire and operate a chain of Burger Kings. A decade later they turned the Burger Kings into a $1 billion outcome and have built an investing franchise that is on track to be a household name. That they've done it all by their mid 30s and as a true partnership is unheard of. They're the best example of excellence through execution I've ever seen and that comes across exceptionally well in the podcast. I can't recommend it enough. They're also the most generous supportive and selfless people I've met and they have gone out of their way to help"  
[X Link](https://x.com/jeremygiffon/status/1846293588419969260)  2024-10-15T20:54Z 28K followers, 274.5K engagements


"Im hiring an investor. Youll be the first hire working with me on the most interesting complex and asymmetric special situations in tech. Youll be a good fit if you: - trade annual letters like Pokmon - are high pace and biased to action - are unapologetically money motivated - have created and sold a product - ideological minority at a top [--] school - debated risking it all with an SBA loan - bought a stock before you could drive - work in PE but long for higher MOIC - work in VC but long for higher ROIC - went through YC but yearn to invest - can get a meeting w/ anyone on earth - made"  
[X Link](https://x.com/jeremygiffon/status/1907113577963810930)  2025-04-01T16:51Z 27.7K followers, 330.7K engagements


"All the critiques about the VC industry miss the fact that it is and always has been the best business in the world if youre really good at it and terrible if youre not. Power laws are a harsh mistress. You can always go back to private equity if you prefer"  
[X Link](https://x.com/jeremygiffon/status/1964793116285948143)  2025-09-07T20:49Z 27.7K followers, 52.5K engagements


"Net Worth is not a Lindy idea. Jane Austen describes Mr Darcy as substantially rich because he draws 10k per year from his land only. Its never even considered that he would sell his estate never mind count its equity value as wealth"  
[X Link](https://x.com/jeremygiffon/status/1964803594663969180)  2025-09-07T21:30Z 27.8K followers, 37.6K engagements


"Someone once told me that ideal person lives their life being pulled equally between the monastery the academy and the marketplace. It's the tension of each that creates the most insightful and interesting lives. Colin is a great example of this and there's nobody better than Johnathan to tease this out. Im fascinated with historys thinker-doers: Cicero Marcus Aurelius Benjamin Franklin. Theres no greater achievement than calling your shots: laying out a theoretical worldview then executing ruthlessly to bend reality. There exist people like this today who write a https://t.co/N39Kz4Y7AD Im"  
[X Link](https://x.com/jeremygiffon/status/1968887157658882373)  2025-09-19T03:57Z 27.7K followers, 67.4K engagements


"Prediction: were in the piracy era for print media right now but the transition to paid newsletters is underway and like the record labels with Spotify the legacy Good Brands (e.g. Vanity Fair New Yorker Vogue) are going to come back with a vengeance"  
[X Link](https://x.com/jeremygiffon/status/1969090151436451882)  2025-09-19T17:24Z 27.9K followers, [----] engagements


"There's two types of companies that get built the well oiled machines that can run without their creator and the elaborate scaffolding exists to extend the abilities of the founder but will collapse without them. They are divergent but are wrongly lumped together"  
[X Link](https://x.com/jeremygiffon/status/1969611744520630549)  2025-09-21T03:56Z 27.8K followers, [----] engagements


"Andrew Carnegies aspiration at age [--] was to retire in a year or two with a $100k per month passive income to study philosophy and become a poster but instead he ended up pioneering the steel industry and building a $300bn fortune"  
[X Link](https://x.com/jeremygiffon/status/1971996437039943925)  2025-09-27T17:52Z 27.9K followers, 370.7K engagements


"Powerful frame of looking at life is that everyone is getting exactly what they want out of life theyre just in denial about what they truly deeply want"  
[X Link](https://x.com/jeremygiffon/status/1973862285556031533)  2025-10-02T21:26Z 27.8K followers, 208.6K engagements


"The irony of posting is that the better you are at it the more unfavorable its risk profile becomes over time. It starts as highly convex then starts to look linear and slowly turns concave as your audience grows"  
[X Link](https://x.com/jeremygiffon/status/1974230844802814112)  2025-10-03T21:51Z 27.6K followers, [----] engagements


"@FoundersPodcast @BrentBeshore @MainStSummit Keep doing that podcast and you'll get up there one day sport"  
[X Link](https://x.com/jeremygiffon/status/1975918231882960977)  2025-10-08T13:36Z 27.7K followers, [---] engagements


"Things that seem true about AI today that will probably be laughably wrong in a year: - It still seems underrated that ChatGPT has replaced 85% of my Google usage for me and has become a most used app - The reason were so upset about slop is cause its obvious were all going to love consuming it in 2-3 years its not going to be slop for long - Many non AI products are being adopted due to economy wide (corporate and capital market) top down mandates to buy/fund AI. Rare reversal of the norm where everyone wants to turnover their existing vendor for the new one. This will have a similar pull"  
[X Link](https://x.com/jeremygiffon/status/1976407536367698148)  2025-10-09T22:00Z 27.7K followers, 74.5K engagements


"The Buddhists posit that there are three different ways to know something. You can memorize it you can understand it rationally and you can intuit it viscerally. I would posit that ninety percent of writing only gets the reader to memorization and what would be memorized is at most one vague contour of one idea at best. The very best writing can get the reader to understand it rationally such that they can re-construct it ex nihilo though I suspect that to even get to that point requires just as much effort from the reader as it does from the writer if not more. Almost no writing can leave"  
[X Link](https://x.com/jeremygiffon/status/1977133877039902787)  2025-10-11T22:07Z 27.7K followers, 17.8K engagements


"Absent from the city discourse is the thrill of the life endangering commute by citibike"  
[X Link](https://x.com/jeremygiffon/status/1977869045467599001)  2025-10-13T22:48Z 27.9K followers, 79.5K engagements


"The best consumer products are prophylactics to negative demographic trends. The founder of Trader Joes called it a cult of the overeducated and underpaid. Lululemon was made after the founder observed more and more 32-year-old women who lived alone in their condos and spent all their time traveling for work. They are designed to massage and affirm what might otherwise be cause for concern. They locally increase GDP against trends that crush them long term. Cant afford a child Well now you can afford grass-fed dog food. Cant afford to eat at a restaurant Thats ok you can treat yourself to a"  
[X Link](https://x.com/jeremygiffon/status/1978589782222557618)  2025-10-15T22:32Z 27.8K followers, 31.7K engagements


"@nateliason @TJLarkin23 If the classes aren't among the best part something's gone horribly wrong"  
[X Link](https://x.com/jeremygiffon/status/1979564762506953047)  2025-10-18T15:06Z 27.6K followers, [---] engagements


"Firms never escape the culture of their founding. The current backbones of the financial system are all born out of LBOs. Extractive engineered and quantitative. The next gen are born out of early stage venture. Optimism abundance and vibes. This will have a tremendous knock on effect across the economy. A founding transaction that sent people to prison vs one that built a $100bn company are going to build cultures that are orthogonal to one another and will reverberate across each of the trillions of dollars they raise and invest. The cold ruthlessness of downside protection will be swapped"  
[X Link](https://x.com/jeremygiffon/status/1979567323297018099)  2025-10-18T15:16Z 27.7K followers, 12.9K engagements


"Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in corrections themselves - Peter Lynch"  
[X Link](https://x.com/jeremygiffon/status/1979897221718933749)  2025-10-19T13:07Z 27.7K followers, 20.3K engagements


"Wherever someone says execution isnt a moat Im reminded of how its nearly impossible to find a cafe that has (1) good coffee (2) good pastries and (3) good ambience"  
[X Link](https://x.com/jeremygiffon/status/1979933558354460790)  2025-10-19T15:32Z 27.7K followers, 27.6K engagements


"Revenue: limitless opportunity appreciates in equity exciting and full of potential unconstrained big number exciting Profit: a testament to what has been constrained by margins depreciates in USD have to find something else to do with it small number boring"  
[X Link](https://x.com/jeremygiffon/status/1979979862724206874)  2025-10-19T18:36Z 27.7K followers, [----] engagements


"Were firmly in the deal guy era. You can raise venture to make deals you can do foreign policy via deals build frontier tech via deals. Were trading off stability for dynamism. Its unclear if its long term optimal but its certainly more fun"  
[X Link](https://x.com/jeremygiffon/status/1980639380487516347)  2025-10-21T14:16Z 27.9K followers, 113.8K engagements


"For example a lot of great investors have internalized weird risk models that manifest in small but strange behaviors like never wearing a seatbelt or driving somewhere instead of taking a connecting flight etc. These tell just as much of the story as the big stuff"  
[X Link](https://x.com/jeremygiffon/status/1981467359484530930)  2025-10-23T21:06Z 27.8K followers, 146.2K engagements


"The aesthetics associated with parenthood and having little kids are really terrible. Sweatpants endless plastic junk ugly strollers kids furniture horrible gadgets. Its needless and plays a big factor in why the whole thing is viewed as so uncool"  
[X Link](https://x.com/jeremygiffon/status/1981728284023914568)  2025-10-24T14:23Z 27.8K followers, 22K engagements


"The greatest minds of our generation negotiating single digit multiple ebitda entry points building out AI workflow automation and diligently implementing change management at a series of sub-scale managed service providers"  
[X Link](https://x.com/jeremygiffon/status/1981737988515332547)  2025-10-24T15:02Z 27.8K followers, 11K engagements


"People who value making money over being right tend to run towards bubbles whereas the latter take sitting them out as a point of pride"  
[X Link](https://x.com/jeremygiffon/status/1984292913161843188)  2025-10-31T16:14Z 27.8K followers, [----] engagements


"Underrated that Huberman's lifting routine surely now followed by millions across the country dedicates nearly 25% of its reps to training calves. What did he mean by this What is his agenda"  
[X Link](https://x.com/jeremygiffon/status/1987994944582414638)  2025-11-10T21:25Z 27.8K followers, 209.2K engagements


"@nabeelqu @tylercowen Long drakes"  
[X Link](https://x.com/jeremygiffon/status/1992702781095063781)  2025-11-23T21:12Z 27.8K followers, [----] engagements


"Posting is the end state it's the treasure that awaited Alexander at the end of his conquest. It's all that's left for man after gaining the world. It's all there is at the very end of it all. Celebrities billionaires industrialists scholars all wind up as the humble poster"  
[X Link](https://x.com/anyuser/status/2008670938276262028)  2026-01-06T22:44Z 28.1K followers, 13K engagements


"Capital Markets dictate the required scale of the company a lot more than the company dictates the required scale of investment. VCs focus on "multi-billion dollar outcomes" forget about billion dollar outcomes or hundreds of millions of dollars. But the "massive ambition + massive capital = massive outcome" paradigm doesn't typically benefit the founders or the employees. It benefits the investors. VCs focus on "multi-billion dollar outcomes" forget about billion dollar outcomes or hundreds of millions of dollars. But the "massive ambition + massive capital = massive outcome" paradigm"  
[X Link](https://x.com/anyuser/status/2010755113841746409)  2026-01-12T16:45Z 28.1K followers, 10.6K engagements


"I don't quite understand why small check growth equity exists why wouldn't a founder just raise a small amount of venture on a substantially less dilutive basis and then never raise again"  
[X Link](https://x.com/anyuser/status/2013994694997368960)  2026-01-21T15:18Z 28.1K followers, [----] engagements


"You can understand the political epoch by whether the state is ruled by a Marc Maron guest a Joe Rogan guest or a Conversations with Tyler guest. My [----] Conversation with Mark Carney: https://t.co/SyvC5OdSq9 My [----] Conversation with Mark Carney: https://t.co/SyvC5OdSq9"  
[X Link](https://x.com/anyuser/status/2014360799536451923)  2026-01-22T15:33Z 28.1K followers, 35.8K engagements


"The Romans had the right idea that there ought to be distinct stages for distinct ages. Young men go to Gaul to prove themselves and get rich then serve their people in public life and finally serve the youth via writing oration and elder statesmanship broadly. Accumulating dignitas in each stage but never getting caught in gluttonous obsession with any one notion of power influence or wealth. To be focused on money in old age was gauche and to try and teach before you had earned your station lacked integrity. It provides a purpose and value for every stage of life and matches up with the"  
[X Link](https://x.com/jeremygiffon/status/1973869349564744085)  2025-10-02T21:55Z 28K followers, 69.5K engagements


"Wallace Stevens turned down a tenured position at Harvard after winning the pulitzer to keep his insurance job. There's an argument to be made that the arts like the humanities and politics were never meant to be done in isolation from the worldly. I am always utterly amazed that these lines of poetry were written by an insurance company executive in Hartford Connecticut https://t.co/rnFYEDph2N I am always utterly amazed that these lines of poetry were written by an insurance company executive in Hartford Connecticut https://t.co/rnFYEDph2N"  
[X Link](https://x.com/anyuser/status/2009309443440169186)  2026-01-08T17:01Z 28.1K followers, 125.4K engagements


"The idea that it's hard to beat the market is mostly trotted out by money managers. What they really mean is that it's hard to do when you manage other people's money because it's difficult to get paid for doing the obvious thing. I think it's substantially easier than most people think for the person solely running their own cash. https://twitter.com/i/web/status/2013992224065732651 https://twitter.com/i/web/status/2013992224065732651"  
[X Link](https://x.com/anyuser/status/2013992224065732651)  2026-01-21T15:08Z 28.1K followers, 92.8K engagements


"@JohnathanBi living embodiment of philosophy"  
[X Link](https://x.com/jeremygiffon/status/2018401458954146299)  2026-02-02T19:09Z 28.1K followers, [---] engagements


"This is good capital allocation but it requires permanent capital. People don't actually want best returns. They want to feel clever and do some like weird little thing that makes them feel interesting or different or something. But sometimes you just got to do the obvious thing and just be really strong on it. I always admire those managers who have been paid [--] and [--] for like [--] years to just own Berkshire. It's awesome because they were right and they were providing a service. The service is that the LP does not have the personal confidence to own Berkshire on their own. So they actually"  
[X Link](https://x.com/anyuser/status/2021962399901683732)  2026-02-12T14:59Z 28.1K followers, 73.1K engagements


"Books are oddly fetishized as objects. They're bought and kept mostly as talismans. They're just a format a delivery mechanism for ideas and stories. It strikes me that it is not people that read a lot of books who are panicking about their decrease in popularity"  
[X Link](https://x.com/jeremygiffon/status/1972744925793091920)  2025-09-29T19:26Z 28.1K followers, 48.1K engagements


"Humans dont belong behind desks. It is not our end state to be factory workers who replaced hammers with keyboards. Everything that can be automated should be automated. Everyone deep in tech or finance is in full freakout mode over the pace of AI progress over past two months. Own index funds and you barely notice but specific sectors are exploding (digital & power infrastructure) while anything related to a human behind a desk is plummetting. Everyone deep in tech or finance is in full freakout mode over the pace of AI progress over past two months. Own index funds and you barely notice but"  
[X Link](https://x.com/anyuser/status/2022388397558624567)  2026-02-13T19:12Z 28.1K followers, 58.8K engagements


"Im forever annoyed by companies that promise to democratize luxury& cut out the middle man. A well made $1200 sweater costs $600 to make not $199. There are very few that are willing to pay $600 for a sweater but not $1200. There is not some obvious optimization to make"  
[X Link](https://x.com/jeremygiffon/status/1970607476715508118)  2025-09-23T21:53Z 28.1K followers, [----] engagements


"Everything good you want in life is on the other side of a single phone call that youre absolutely terrified to make. You know exactly who it is and you know exactly what you need to say. But instead you let it haunt you for years"  
[X Link](https://x.com/jeremygiffon/status/1856345005020811632)  2024-11-12T14:35Z 28.1K followers, 75.5K engagements


"@SteveSprieser I regret to inform you that no one is safe https://www.privateequityinternational.com/investor-intentions-nvpers-targets-up-to-575m-in-pe-for-fy-2026/ https://www.privateequityinternational.com/investor-intentions-nvpers-targets-up-to-575m-in-pe-for-fy-2026/"  
[X Link](https://x.com/jeremygiffon/status/2021995009487384816)  2026-02-12T17:09Z 28.1K followers, [---] engagements


"@DeschutesAsset accurate and priced to perfection"  
[X Link](https://x.com/jeremygiffon/status/2022014243609190540)  2026-02-12T18:25Z 28.1K followers, [---] engagements


"@SP1NS1R Other people same as always"  
[X Link](https://x.com/jeremygiffon/status/2022400855706919015)  2026-02-13T20:01Z 28.1K followers, [--] engagements


"The way to deal with the singularity is to just post through it"  
[X Link](https://x.com/anyuser/status/2022404447989792774)  2026-02-13T20:16Z 28.1K followers, [----] engagements


"Humans dont belong behind desks. It is not our end state to be factory workers who replaced hammers with keyboards. Everything that can be automated should be automated. Everyone deep in tech or finance is in full freakout mode over the pace of AI progress over past two months. Own index funds and you barely notice but specific sectors are exploding (digital & power infrastructure) while anything related to a human behind a desk is plummetting. Everyone deep in tech or finance is in full freakout mode over the pace of AI progress over past two months. Own index funds and you barely notice but"  
[X Link](https://x.com/anyuser/status/2022388397558624567)  2026-02-13T19:12Z 28.1K followers, 58.8K engagements


"Everyone deep in tech or finance is in full freakout mode over the pace of AI progress over past two months. Own index funds and you barely notice but specific sectors are exploding (digital & power infrastructure) while anything related to a human behind a desk is plummetting"  
[X Link](https://x.com/anyuser/status/2022304470793597199)  2026-02-13T13:38Z 112.4K followers, 270.6K engagements


"the tragedy of the intelligent man who never creates anything is that he dies an expert on other peoples lives"  
[X Link](https://x.com/anyuser/status/2021952240484007961)  2026-02-12T14:19Z [----] followers, 449.5K engagements


"This is good capital allocation but it requires permanent capital. People don't actually want best returns. They want to feel clever and do some like weird little thing that makes them feel interesting or different or something. But sometimes you just got to do the obvious thing and just be really strong on it. I always admire those managers who have been paid [--] and [--] for like [--] years to just own Berkshire. It's awesome because they were right and they were providing a service. The service is that the LP does not have the personal confidence to own Berkshire on their own. So they actually"  
[X Link](https://x.com/anyuser/status/2021962399901683732)  2026-02-12T14:59Z 28.1K followers, 73.1K engagements


"Ackman is charging [--] and [--] to own the Mag [--]. His portfolio now includes $GOOG $AMZN and $META. BILL ACKMAN DISCLOSES NEW POSITION IN $META https://t.co/Ql4ktHmApx BILL ACKMAN DISCLOSES NEW POSITION IN $META https://t.co/Ql4ktHmApx"  
[X Link](https://x.com/anyuser/status/2021639792153305436)  2026-02-11T17:37Z 35.5K followers, 195.2K engagements


"Rented Virtue "Rented Virtue" - @WillManidis & @nabeelqu In January of [----] in a steep gorge cut by the river Severn in the midlands of England a 30-year-old Quaker named Abraham Darby fired a blast furnace for http://x.com/i/article/2021218861215825922 http://x.com/i/article/2021218861215825922"  
[X Link](https://x.com/anyuser/status/2021231199365013730)  2026-02-10T14:34Z 120.9K followers, 190.2K engagements


"The new net nets are companies trading for less than the value of their novel tokens @nearcyan for context i found a 100B token code dataset no one else found and sold it to several labs. now im working on other stuff @nearcyan for context i found a 100B token code dataset no one else found and sold it to several labs. now im working on other stuff"  
[X Link](https://x.com/anyuser/status/2017686487953723808)  2026-01-31T19:48Z 28.1K followers, 52.5K engagements


"@nearcyan for context i found a 100B token code dataset no one else found and sold it to several labs. now im working on other stuff"  
[X Link](https://x.com/anyuser/status/1937651294031970729)  2025-06-24T23:17Z [----] followers, 29.7K engagements


"The best way to evaluate a VC is by picking the one with the least bad podcast youll be forced to go on"  
[X Link](https://x.com/anyuser/status/2016593022389989680)  2026-01-28T19:23Z 28.1K followers, 13.4K engagements


"You can understand the political epoch by whether the state is ruled by a Marc Maron guest a Joe Rogan guest or a Conversations with Tyler guest. My [----] Conversation with Mark Carney: https://t.co/SyvC5OdSq9 My [----] Conversation with Mark Carney: https://t.co/SyvC5OdSq9"  
[X Link](https://x.com/anyuser/status/2014360799536451923)  2026-01-22T15:33Z 28.1K followers, 35.8K engagements


"My [----] Conversation with Mark Carney: https://conversationswithtyler.com/episodes/mark-carney/ https://conversationswithtyler.com/episodes/mark-carney/"  
[X Link](https://x.com/anyuser/status/1898872257558041021)  2025-03-09T23:03Z 263.8K followers, 71.9K engagements


"I don't quite understand why small check growth equity exists why wouldn't a founder just raise a small amount of venture on a substantially less dilutive basis and then never raise again"  
[X Link](https://x.com/anyuser/status/2013994694997368960)  2026-01-21T15:18Z 28.1K followers, [----] engagements


"The idea that it's hard to beat the market is mostly trotted out by money managers. What they really mean is that it's hard to do when you manage other people's money because it's difficult to get paid for doing the obvious thing. I think it's substantially easier than most people think for the person solely running their own cash. https://twitter.com/i/web/status/2013992224065732651 https://twitter.com/i/web/status/2013992224065732651"  
[X Link](https://x.com/anyuser/status/2013992224065732651)  2026-01-21T15:08Z 28.1K followers, 92.8K engagements


"Capital Markets dictate the required scale of the company a lot more than the company dictates the required scale of investment. VCs focus on "multi-billion dollar outcomes" forget about billion dollar outcomes or hundreds of millions of dollars. But the "massive ambition + massive capital = massive outcome" paradigm doesn't typically benefit the founders or the employees. It benefits the investors. VCs focus on "multi-billion dollar outcomes" forget about billion dollar outcomes or hundreds of millions of dollars. But the "massive ambition + massive capital = massive outcome" paradigm"  
[X Link](https://x.com/anyuser/status/2010755113841746409)  2026-01-12T16:45Z 28.1K followers, 10.6K engagements


"VCs focus on "multi-billion dollar outcomes" forget about billion dollar outcomes or hundreds of millions of dollars. But the "massive ambition + massive capital = massive outcome" paradigm doesn't typically benefit the founders or the employees. It benefits the investors"  
[X Link](https://x.com/anyuser/status/2010751375781573091)  2026-01-12T16:31Z 25K followers, 17.5K engagements


"Working full time as a banker while penning the greatest work of poetry of the 20th century on nights and weekends is completely insane"  
[X Link](https://x.com/anyuser/status/2009071456978915679)  2026-01-08T01:15Z 28.1K followers, 87.7K engagements


"One hundred years later and people still want me to clarify that ol Thomas was back office or maybe S&T at best and not in fact IB on the TMT desk at Lloyds despite going to a target school"  
[X Link](https://x.com/anyuser/status/2009408669038071863)  2026-01-08T23:35Z 28.1K followers, [----] engagements


"Wallace Stevens turned down a tenured position at Harvard after winning the pulitzer to keep his insurance job. There's an argument to be made that the arts like the humanities and politics were never meant to be done in isolation from the worldly. I am always utterly amazed that these lines of poetry were written by an insurance company executive in Hartford Connecticut https://t.co/rnFYEDph2N I am always utterly amazed that these lines of poetry were written by an insurance company executive in Hartford Connecticut https://t.co/rnFYEDph2N"  
[X Link](https://x.com/anyuser/status/2009309443440169186)  2026-01-08T17:01Z 28.1K followers, 125.4K engagements


"I am always utterly amazed that these lines of poetry were written by an insurance company executive in Hartford Connecticut"  
[X Link](https://x.com/anyuser/status/1644142789775753216)  2023-04-07T00:59Z 34.9K followers, 115.1K engagements


"Brent single handedly keeps the annual review genre alive and well with his fantastic letters [----] Annual Letter is live: https://t.co/l5KJR9gXUa 1) Fear of Man 2) Role of CEOs and board members 3) Hard look at AI PE fees and selling 4) Health update 5) Experiments in generosity https://t.co/n0gGDUo2UZ [----] Annual Letter is live: https://t.co/l5KJR9gXUa 1) Fear of Man 2) Role of CEOs and board members 3) Hard look at AI PE fees and selling 4) Health update 5) Experiments in generosity https://t.co/n0gGDUo2UZ"  
[X Link](https://x.com/anyuser/status/2008957458589352058)  2026-01-07T17:42Z 28.1K followers, 28.7K engagements


"2025 Annual Letter is live: 1) Fear of Man 2) Role of CEOs and board members 3) Hard look at AI PE fees and selling 4) Health update 5) Experiments in generosity https://www.permanentequity.com/content/2025-annual-letter https://www.permanentequity.com/content/2025-annual-letter"  
[X Link](https://x.com/anyuser/status/2008889547992830141)  2026-01-07T13:12Z 128.4K followers, 84.9K engagements


"Posting is the end state it's the treasure that awaited Alexander at the end of his conquest. It's all that's left for man after gaining the world. It's all there is at the very end of it all. Celebrities billionaires industrialists scholars all wind up as the humble poster"  
[X Link](https://x.com/anyuser/status/2008670938276262028)  2026-01-06T22:44Z 28.1K followers, 13K engagements


"In a world where the cost of copying things trends to $0 the value of secrets increases enormously Build in public is over for software projects its too easy to copy things now. The new meta is build in secret until youre huge and impossible to dislodge. Build in public is over for software projects its too easy to copy things now. The new meta is build in secret until youre huge and impossible to dislodge"  
[X Link](https://x.com/anyuser/status/2008628316647948504)  2026-01-06T19:54Z 28.1K followers, 34.7K engagements


"Build in public is over for software projects its too easy to copy things now. The new meta is build in secret until youre huge and impossible to dislodge"  
[X Link](https://x.com/anyuser/status/2008623952109695471)  2026-01-06T19:37Z 34.9K followers, 97.6K engagements


"The mark of an institution that is truly modern for better or for worse is whether it is reactive to -- or ideally reflexive about -- The Timeline. Still underrated how much the most important institutions -- AI companies the US government etc. -- respond to Twitter vibes. Also *this is healthy and a sign of dynamism*. For example the European Union should pay more attention to what people are saying on here. https://t.co/OQvgr2jPmq Still underrated how much the most important institutions -- AI companies the US government etc. -- respond to Twitter vibes. Also *this is healthy and a sign of"  
[X Link](https://x.com/anyuser/status/2008253321728200756)  2026-01-05T19:04Z 28.1K followers, 22.6K engagements


"Still underrated how much the most important institutions -- AI companies the US government etc. -- respond to Twitter vibes. Also *this is healthy and a sign of dynamism*. For example the European Union should pay more attention to what people are saying on here"  
[X Link](https://x.com/anyuser/status/2008252157242601921)  2026-01-05T19:00Z 34.9K followers, 30.9K engagements


"The annual review is an underrated genre of post that I enjoy immensely what were the best ones this year"  
[X Link](https://x.com/anyuser/status/2007624847463952518)  2026-01-04T01:27Z 28.1K followers, 18.1K engagements

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