#  @leveredvlad Ori Eldarov Ori Eldarov posts on X about ai, investment, business, build the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1358100623477116932/interactions)  - [--] Week [------] +424% - [--] Month [-------] +2,316% - [--] Months [----------] +39% - [--] Year [----------] +56,140% ### Mentions: [--] [#](/creator/twitter::1358100623477116932/posts_active)  - [--] Week [--] +100% - [--] Month [--] +125% - [--] Months [--] -58% - [--] Year [---] +775% ### Followers: [-----] [#](/creator/twitter::1358100623477116932/followers)  - [--] Week [-----] +0.36% - [--] Month [-----] +6.10% - [--] Months [-----] +9.10% - [--] Year [-----] +327% ### CreatorRank: [---------] [#](/creator/twitter::1358100623477116932/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [technology brands](/list/technology-brands) [stocks](/list/stocks) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [financial services](/list/financial-services) [nfts](/list/nfts) [social networks](/list/social-networks) [celebrities](/list/celebrities) [currencies](/list/currencies) **Social topic influence** [ai](/topic/ai), [investment](/topic/investment), [business](/topic/business), [build](/topic/build), [bank](/topic/bank), [banking](/topic/banking), [in the](/topic/in-the), [this is](/topic/this-is), [model](/topic/model), [future](/topic/future) **Top assets mentioned** [Solana (SOL)](/topic/solana) [Goldman Sachs (GS)](/topic/goldman-sachs) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Doodles (doodles)](/topic/doodles) ### Top Social Posts Top posts by engagements in the last [--] hours "Excited to share that @tryoffdeal has raised a $12M Series A to build the worlds first AI-native investment bank less than [--] months after our Seed. This year we already launched over [--] M&A sell-sides and delivered numerous multi-million $ exits to our clients. A quick 🧵" [X Link](https://x.com/anyuser/status/1950192434790457849) 2025-07-29T13:51Z [----] followers, 847.7K engagements "1/ @Stepnofficial: - new Move-2-Earn crypto fitness game - pays users $$$ for exercising - built on @solana & backed by @sequoia - absolutely exploding in popularity 🚀🚀🚀 In this essay I explain why I think it can become the next @AxieInfinity 🧵👇 https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness" [X Link](https://x.com/anyuser/status/1493918744904622084) 2022-02-16T12:02Z [----] followers, [---] engagements "1/ @UXDProtocol: -new algo stablecoin backed by a delta neutral position using perpetual swaps 🧠 -built on @solana -backed by @multicoin & @AlamedaResearch In this essay I explain how UXD might outcompete @terra_money @circlepay and @tether https://tinyurl.com/2p8paa6j https://tinyurl.com/2p8paa6j" [X Link](https://x.com/anyuser/status/1506611271730401281) 2022-03-23T12:38Z [----] followers, [---] engagements "incredible reversal in $RUBUSD after Russia pledged to reinstate the gold standard and back its currency with gold. Sound money. Still works" [X Link](https://x.com/leveredvlad/status/1509292695763697668) 2022-03-30T22:13Z [----] followers, [--] engagements "@george_adams21 penalties for wrong / false info rewards for tweets that get high engagement rewards for fact checkers tokens can be used by businesses to buy ads / promote content" [X Link](https://x.com/leveredvlad/status/1514735082141106182) 2022-04-14T22:39Z [----] followers, [--] engagements "are @artgolbblers just the NFT version of @OlympusDAO 🤔" [X Link](https://x.com/leveredvlad/status/1589340693407105024) 2022-11-06T19:35Z [----] followers, [--] engagements "say what you want but @doodles has by far the most aesthetically pleasing and mass-appealing design in the space. incredibly talented cartoonists / illustrators. will be loved by men women adults teens and kids alike" [X Link](https://x.com/anyuser/status/1618352390415028225) 2023-01-25T20:57Z [----] followers, [----] engagements "perhaps inflation is so sticky / real growth strong (despite the record rate hikes) is the 2020-2021 fiscal policy. covid stimmy checks injected so much cash into personal balance sheets (savings) that even as people draw on the savings the money goes into other people's" [X Link](https://x.com/leveredvlad/status/1676608626138443786) 2023-07-05T15:07Z [----] followers, [--] engagements "@mhdempsey I keep seeing more VCs talk about the SMB opportunity. Candidly I think this stems from: 1) hopium that GenAI app layer will magically accrue value there (since its hard in enterprise) 2) grossly underestimating SMB CAC 3) not seeing that SMBs dont want SaaS" [X Link](https://x.com/leveredvlad/status/1740909612906561849) 2023-12-30T01:36Z [----] followers, [--] engagements "@yrechtman @mhdempsey i think tech enabled / AI enabled services are an awesome opportunity (cash flow TAM) but most investors get allergic reaction from the word services :/" [X Link](https://x.com/anyuser/status/1740910097814167706) 2023-12-30T01:38Z [--] followers, [--] engagements "Excited to share that I launched @tryoffdeal - an AI broker for buying small businesses. It uses custom-built AI agents to help buyers find diligence and engage thousands of off-market potential acquisition targets each week. Finding the right small business to acquire is painfully manual and tedious an average buyer takes almost two years to buy one OffDeal solves this by putting deal sourcing on autopilot. Our AI broker 🕵♂ Scours through millions of SMBs to build an initial list using AI search 🧠 Automatically researches each one to ensure criteria match using custom AI web agents ✉" [X Link](https://x.com/anyuser/status/1766147291503788218) 2024-03-08T17:01Z [----] followers, 15K engagements "$NVIDIA is worth more than the entire TSX market cap" [X Link](https://x.com/leveredvlad/status/1795573034105139388) 2024-05-28T21:49Z [----] followers, [---] engagements "it took longer than i expected but i was largely right when i wrote this in march [----]. Apple is using its own silicon not nvidia" [X Link](https://x.com/leveredvlad/status/1800317486065152217) 2024-06-11T00:01Z [----] followers, [---] engagements "NVIDIA added $3 Trillion in market cap over the last [--] months" [X Link](https://x.com/leveredvlad/status/1803533690057687534) 2024-06-19T21:01Z [----] followers, [---] engagements "1/ Thrilled to announce that @tryoffdeal raised $4.7M in seed funding 🥳 We're building an AI-native investment bank offering small business owners a faster cheaper way to sell their companies at premium prices. Full breakdown below 🧵👇" [X Link](https://x.com/anyuser/status/1834278394642792501) 2024-09-12T17:10Z [----] followers, 10.6K engagements "2/ Nearly half of all small businesses in the U.S. 12M companies are owned by baby boomers. With the average boomer at [--] today and the last hitting retirement age by [----] some $10T worth of companies will change hands this decade. But there's a big problem 🚨" [X Link](https://x.com/leveredvlad/status/1834278397658497409) 2024-09-12T17:10Z [----] followers, [---] engagements "8/ These are just a few examples of the many AI tools we've built so that our advisors can focus on what matters - strategic advice and client support. This allows us to bring our clients to market much faster intro them to the best buyers and sell for a higher price" [X Link](https://x.com/leveredvlad/status/1834278413408047331) 2024-09-12T17:10Z [----] followers, [--] engagements "9/ Our vision is to build the Goldman Sachs for SMBs - a gold standard for top-tier quality financial services for the backbone of the American economy. If you're looking to sell or buy a small business please reach out http://www.offdeal.io http://www.offdeal.io" [X Link](https://x.com/leveredvlad/status/1834278414955819053) 2024-09-12T17:10Z [----] followers, [---] engagements "i wonder if there is a way to create an incentive for folks to pour over government spending data for the most ridiculous uses of tax dollars and give a bounty prize if your idea is chosen. you get tens of thousands of motivated data nerds scouring govt records to find waste. All actions of the Department of Government Efficiency will be posted online for maximum transparency. Anytime the public thinks we are cutting something important or not cutting something wasteful just let us know We will also have a leaderboard for most insanely dumb All actions of the Department of Government" [X Link](https://x.com/leveredvlad/status/1857189351114879196) 2024-11-14T22:30Z [----] followers, [---] engagements "@elonmusk i wonder if there is a way to create an incentive for folks to pour over government spending data for the most ridiculous uses of tax dollars and give a bounty prize if your idea is chosen. you get tens of thousands of motivated data nerds scouring govt records to find waste" [X Link](https://x.com/leveredvlad/status/1857189639565557807) 2024-11-14T22:31Z [----] followers, [---] engagements "i would also add an AI manager that tracks all of your customer comms at salesperson level and tells you all of your to dos for the day. can also build something similar for other functions that tracks asana / slack / notion and tells you what you need to do for the day and if youre blocking someone. we experimented with o1 api on both of the above and it works really well" [X Link](https://x.com/leveredvlad/status/1874895214026100984) 2025-01-02T19:07Z [----] followers, [---] engagements "@OneManLBO when I speak to hvac owners they are shocked (and saddened) to hear about the difference in multiples paid for resi maintenance vs comm new construction. many choose not to sell for 2.5x and just keep running their biz" [X Link](https://x.com/leveredvlad/status/1887493902023757922) 2025-02-06T13:29Z [----] followers, [---] engagements "@SullyOmarr flip coin. you have an anti-moat if your tech stack is not well understood by LLMs and you ship at 1/10th the speed of someone else who can [--] shot it" [X Link](https://x.com/leveredvlad/status/1896307755436376309) 2025-03-02T21:12Z [----] followers, [--] engagements "🚨 BREAKING🚨 We just ran an EMERGENCY 24-hour hackathon to launch the first-ever AI Trump Tariff Impact Calculator for small businesses. Instantly see: ✅ Key inputs impacted ✅ Tariff rates & sourcing ✅ Cost impact & price adjustments 100% free instant no signup: 👉 https://offdeal.io/tariffsutm_source=twitter https://offdeal.io/tariffsutm_source=twitter" [X Link](https://x.com/leveredvlad/status/1910372791926341944) 2025-04-10T16:42Z [----] followers, [--] engagements "@jeremyyamaguchi the hard part for most entrepreneurs will be to source diligence structure and acquire enough targets per year. it is not easy and there is a whole industry (PE) that does it for a living" [X Link](https://x.com/leveredvlad/status/1910763577620758938) 2025-04-11T18:35Z [----] followers, [---] engagements "better price discovery will drive multiples higher but the main benefit is for sellers - transaction certainty. more buyers higher likelihood it will sell. at the end of the day the risk profile of $1m ebitda hvac biz and one of a $25m ebitda hvac biz is so fundamentally different that a multiple arb will continue to exist" [X Link](https://x.com/leveredvlad/status/1920857447020798440) 2025-05-09T15:04Z [----] followers, [--] engagements "@Will_Schryver plenty of guys doing commercial. i constantly hear from owners the pride that they have a $3M job with XYZ F1000 company. they do not seem to understand that their 60% customer concentration makes them unsellable" [X Link](https://x.com/leveredvlad/status/1923844768871711082) 2025-05-17T20:55Z [----] followers, [----] engagements "@7figtradesman @Will_Schryver if your overall revenue for the year is 4-5 mil a year and it consists of a handful of jumbo projects (esp where youre a sub) that makes it a lot less palatable to a private equity buyer. especially if its new construction and not retrofits. do you have a different view" [X Link](https://x.com/leveredvlad/status/1923911968722764202) 2025-05-18T01:22Z [----] followers, [---] engagements "just spoke to a small business owner who hired [--] devs this year in India to build their own lightweight "80/20" ERP after getting $100K+ licensing quotes from NetSuite. He said AI made it possible. The business was founded in [----] btw" [X Link](https://x.com/anyuser/status/1928507724242764096) 2025-05-30T17:44Z [----] followers, [----] engagements "In our business every inbound call is a potential $500k+ fee and trust is paramount. is it worth the risk i havent lead in on voice ai here yet but im tempted. No business should be answering their phones with humans anymore. At worst an AI voice agent can pick up on the first ring triage and send to a human. At best they fully handle the call. Im seeing an explosion of call answeringapps along these lines especially for SMBs. No business should be answering their phones with humans anymore. At worst an AI voice agent can pick up on the first ring triage and send to a human. At best they" [X Link](https://x.com/leveredvlad/status/1929322598438994361) 2025-06-01T23:42Z [----] followers, [----] engagements "Predicting the big trends is very hard (though lucrative) - especially when the ground is shifting under our feet in real time. I much prefer the opposite - betting on things that WONT change (h/t Jeff Bezos) In my world - thats the permanent and structural need for IB services. People will always want to sell their business for the best terms with least work/stress etc. Nobody will ever complain to GS or Evercore that they sold their company for too much or raised capital at too good of a valuation. Betting on this staying the same is quite safe. Then you can take a view on how to deliver" [X Link](https://x.com/leveredvlad/status/1929334312303763799) 2025-06-02T00:28Z [----] followers, [----] engagements "@DampestSnake i think a new pool of capital will emerge targeting AI-enabled rollups. Higher IRR than PE lower IRR than VC. the right founding team for each roll up will be essential (PE + eng + domain expert" [X Link](https://x.com/leveredvlad/status/1929581604336251269) 2025-06-02T16:51Z [----] followers, [--] engagements "@tanayj and its mostly API not consumer" [X Link](https://x.com/leveredvlad/status/1929716229071425977) 2025-06-03T01:46Z [----] followers, [----] engagements "We do need a Cursor for Slides. No serious person in finance or consulting would use Gamma for any client deliverables. Making slides manually feels especially painful now that you know Cursor for slides should exist but doesnt. Making slides manually feels especially painful now that you know Cursor for slides should exist but doesnt" [X Link](https://x.com/anyuser/status/1931338787696542169) 2025-06-07T13:13Z [----] followers, 806.1K engagements "@MarketingMax ya maybe thats a good analogy. no serious banker / hedge fund / PE would use Keynote or Numbers lol" [X Link](https://x.com/leveredvlad/status/1931753773300363587) 2025-06-08T16:42Z [----] followers, [----] engagements "This is really cool and pretty impressive but we still need a Cursor for "Corporate America" slides - you know the ones that support like 80% of the world's GDP. "This is really Cursor for Slides. Everything else is a toy" https://t.co/IOdTSUBIug "This is really Cursor for Slides. Everything else is a toy" https://t.co/IOdTSUBIug" [X Link](https://x.com/anyuser/status/1935386774806593967) 2025-06-18T17:18Z [----] followers, 41.8K engagements "one of the last GTM channels free of AI slop. for now. Stripe and OpenAI both launched podcasts this week Guess you either die a startup or live long enough to launch a podcast Stripe and OpenAI both launched podcasts this week Guess you either die a startup or live long enough to launch a podcast" [X Link](https://x.com/leveredvlad/status/1936916360279326886) 2025-06-22T22:37Z [----] followers, [---] engagements "The bar for "good" customer service for lower middle market / SMBs is so laughably low. For example something as simple as getting three years of financials can take multiple months (). Why Because many local SMB "accountants" will just refuse to share them - even when the owner is yelling at them in all caps ordering them to release them. I've never seen anything like it - but it's extremely common in the deals we're seeing. One could argue their incentives are misaligned - they don't want to "lose" a client but their lack of professionalism is definitely not helping them keep one either. No" [X Link](https://x.com/anyuser/status/1942248085448519720) 2025-07-07T15:43Z [----] followers, [----] engagements "why is sweetgreen asking for a tip for a robot self serve option :s" [X Link](https://x.com/leveredvlad/status/1942381991770444111) 2025-07-08T00:35Z [----] followers, [---] engagements "the main value prop is creating a competitive process/ auction for the business no doubt. spending weeks on finessing logos in a CIM that nobody ever reads is a huge waste of time. our memo-style CIMs (30 pages 5-6K words) have been a huge hit with buyers and help the deal move along" [X Link](https://x.com/leveredvlad/status/1943385185749225484) 2025-07-10T19:01Z [----] followers, [---] engagements "o3-pro is awesome for super complex problems but i wish they exposed more of the "reasoning" thoughts the way regular o3 / Gemini [---] pro does. first it's just better UX than waiting 5-10 minutes but also helpful to understand how the model arrived at its answer" [X Link](https://x.com/leveredvlad/status/1943402353408844077) 2025-07-10T20:10Z [----] followers, [---] engagements "is it just me or o3 gives WAY too many tables. no matter what question you ask it every answer is presented as a giant table - is this what user feedback showed OpenAI as the most optimal UX it pushed me to use Claude/Gemini more because of it" [X Link](https://x.com/leveredvlad/status/1943439818232598817) 2025-07-10T22:38Z [----] followers, [----] engagements "Excellent write up. This is exactly why we are not building software for banks but instead building an investment bank from scratch. A lot of productivity gaps exist due to coordination tax / waterfall project mgmt - technology alone doesn't solve this. We solve this by running 2-person pods and removing unnecessary levels of review / revisions / team bloat. People often ask me why banking hours are so bad What are people even doing for [--] hours a day There has to be a way to make it more efficient Some of my thoughts below Banking hours are not necessarily bad because of the sheer volume but" [X Link](https://x.com/anyuser/status/1943763138983145878) 2025-07-11T20:03Z [----] followers, 11.6K engagements "Windsurf saga has been so insane over last [--] hours. I wonder if team used bankers on this or a bunch of engineers raw dogged such a complicated sell side" [X Link](https://x.com/leveredvlad/status/1944841932162916664) 2025-07-14T19:30Z [----] followers, [----] engagements "Wall Street's playbook works well but only for billion-dollar deals - it breaks below the middle market. Big banks run oversized teams on outdated software making smaller M&A deals uneconomical. This leaves millions of small business owners with nowhere to turn. Until now" [X Link](https://x.com/anyuser/status/1950192436799504493) 2025-07-29T13:51Z [----] followers, 16.6K engagements "Were building what Goldman Sachs would have looked like if it was built today - in [----]. Our engineers built software to automate analyst work with AI so our in-house bankers can focus on dealmaking and delivering life-changing exits to our clients" [X Link](https://x.com/anyuser/status/1950192439198675340) 2025-07-29T13:51Z [----] followers, 12.6K engagements "Were scaling fast and hiring across all roles - if you or someone you know is interested in building the future of investment banking wed love to hear from you https://x.com/leveredvlad/status/1950192434790457849 Excited to share that @tryoffdeal has raised a $12M Series A to build the worlds first AI-native investment bank less than [--] months after our Seed. This year we already launched over [--] M&A sell-sides and delivered numerous multi-million $ exits to our clients. A quick 🧵 https://t.co/QNExbOlFst https://x.com/leveredvlad/status/1950192434790457849 Excited to share that @tryoffdeal" [X Link](https://x.com/anyuser/status/1950192567829586338) 2025-07-29T13:51Z [----] followers, 15.8K engagements "Let's build the future of investment banking together. NEW: At the firm that bills itself as the first AI-native investment bank the MDs are [--] years old and in line for a $2mn bonus: https://t.co/qTpInNZq5H https://t.co/viIWZ5ytrV NEW: At the firm that bills itself as the first AI-native investment bank the MDs are [--] years old and in line for a $2mn bonus: https://t.co/qTpInNZq5H https://t.co/viIWZ5ytrV" [X Link](https://x.com/anyuser/status/1950203049881854391) 2025-07-29T14:33Z [----] followers, 129.8K engagements "@markgallagher_2 investing in a j curve bets that require upfront r&d" [X Link](https://x.com/leveredvlad/status/1950381997320450127) 2025-07-30T02:24Z [----] followers, [---] engagements "Yesterday's @FinancialTimes article went super viral and we got flooded with questions about the $2M banker bonus. The math is pretty simple actually: $5M EBITDA business sells for 6x $30M EV - $1.5M fee $1.5M fee - $300K bonus to banker And that's just one deal. If you're a banker interested in running your own deals and using the most cutting edge AI we'd love to hear from you. We're drowning in deal flow and need help. Apply on our website" [X Link](https://x.com/anyuser/status/1950650295337251192) 2025-07-30T20:10Z [----] followers, 70.8K engagements "Had so much fun chatting with @andrewrsorkin @BeckyQuick and @JoeSquawk about the future of investment banking. The junior banker powerpoint grind is coming to an end" [X Link](https://x.com/anyuser/status/1952345680229666977) 2025-08-04T12:27Z [----] followers, 179.2K engagements "I don't think people realize just how many small businesses there are in america - just $10-100M in revs is 175k+ of which 5-10% change hands each year. yes there are a lot of "brokers" / LMM banks - but they make up 20% of all closed deals in the space. The rest are largely done DIY by business owners today (which has been very profitable for private equity) Very interesting discussion here around the future of investment banking and AI Some thoughts Grok estimates that roughly [-----] businesses in the U.S. generate $1-10M in profit Businesses of this size are typically valued at 3-5x EBITDA" [X Link](https://x.com/anyuser/status/1952373780036067587) 2025-08-04T14:19Z [----] followers, 34.7K engagements "ya about 1/3 of owners have a succession plan in place (ESOP or kids or employee) the other 2/3 doesn't. For sub 500k in EBITDA it's really hard to sell to a PE (even as an add-on). One thing that we're watching is SMB-to-SMB M&A. We're testing this out right now - took on a 300k EBITDA painting business and matched it with another painting business in the same town. Make a lot of sense since don't need SBA have local knowledge etc" [X Link](https://x.com/leveredvlad/status/1952382311179178355) 2025-08-04T14:53Z [----] followers, [---] engagements "@nateliason strongly agree - the incremental dollar wont make a dent in 401k but would have very high ROI in upskilling yourself" [X Link](https://x.com/leveredvlad/status/1952452298216468711) 2025-08-04T19:31Z [----] followers, [---] engagements "It's kinda funny to see banks SCRAMBLING to retain talent. Just make the job more palatable for people christ. For people interested in investment banking without the bs / loyalty tests we're hiring lots of bankers Interesting to see the way IBs are combating PE recruiting. Basically if you recruit and disclose youll be moved to a diff business segment. Kinda defeats the point of PE funds recruiting early and expecting analysts to gain deal experience. Still seems like the best move for Interesting to see the way IBs are combating PE recruiting. Basically if you recruit and disclose youll be" [X Link](https://x.com/anyuser/status/1952815684481892441) 2025-08-05T19:35Z [----] followers, 97.2K engagements "i can easily see PE moving towards hiring straight out of college (some already doing so). and what if someone actually wants to be a deal maker at our company you get to practice client facing skills since day [--] - sales negotiations rapport building etc. ai tools can actually help you learn faster (not fighting for associates / vp time to answer a question) etc. the first 5-6 years at a bank today do not position you well to be good at closing deals. most of it spent on formatting charts and excel models" [X Link](https://x.com/leveredvlad/status/1952864224419692550) 2025-08-05T22:48Z [----] followers, [---] engagements "The easy way to avoid this trap is for founders to build a company that benefits from 'riding the wave' - i.e. your product / service gets better and better with each new product release from the frontier labs. Very few people seem to do this. Foundation model providers like @OpenAI and @AnthropicAI have abandoned the pure infrastructure play. They're vertically integrating at unprecedented speed: OpenAI's Agent Mode Claude Code Deep Research. Your startup's success becomes their product roadmap. Build something https://t.co/O7QI2gv2as Foundation model providers like @OpenAI and @AnthropicAI" [X Link](https://x.com/anyuser/status/1952887623619383645) 2025-08-06T00:21Z [----] followers, [----] engagements "If teens and twenty somethings can start and build multi billion dollar companies surely some of them can also run a $3M ebitda sell side. To me this is almost entirely a talent quality issue - both at the top and the bottom of the org - rather than about their age. Can someone please explain to me how Benchmark International lets Class of [----] undergrads run point on $3M EBITDA deals Can someone please explain to me how Benchmark International lets Class of [----] undergrads run point on $3M EBITDA deals" [X Link](https://x.com/anyuser/status/1954202453424873869) 2025-08-09T15:25Z [----] followers, 18.7K engagements "not to mention going from 80/20 to 90/10 to 99/1 gets logarithmically harder. you cant really vibe code production grade / enterprise grade apps (at least not yet not today). building products is still really hard. I will take the other side of this. Creating MVPs of well known SaaS platforms was never the bottleneck The constraining factor for most startups is distribution. You can have best product but it is worth zero without marketing Engineers dont appreciate distribution enough https://t.co/xDEbdY1T5F I will take the other side of this. Creating MVPs of well known SaaS platforms was" [X Link](https://x.com/leveredvlad/status/1960224816910230015) 2025-08-26T06:16Z [----] followers, [----] engagements "It's been just over two years since I wrote my bear case for "AI for PE" solutions. So far I haven't seen anyone truly crack that category. Perhaps a "Cursor for Excel" will catch fire with PE Excited to announce Hopkins PE the AI agent for private equity. Hopkins tackles the entire diligence process from the heavy lifting in data room analysis to presentation materials creation plus deal sourcing and outreach so PE firms can earn back time and focus on https://t.co/Ea5cEWMt0W Excited to announce Hopkins PE the AI agent for private equity. Hopkins tackles the entire diligence process from the" [X Link](https://x.com/anyuser/status/1963798456440688651) 2025-09-05T02:56Z [----] followers, 35.6K engagements "they had to add the word "megabank" because they knew OffDeal beat them to the punch 😉 but like i said before it's not just about the software - you need to innovate on org chart + incentives to get this right. Excited to share that @tryoffdeal has raised a $12M Series A to build the worlds first AI-native investment bank less than [--] months after our Seed. This year we already launched over [--] M&A sell-sides and delivered numerous multi-million $ exits to our clients. A quick 🧵 https://t.co/QNExbOlFst Excited to share that @tryoffdeal has raised a $12M Series A to build the worlds first" [X Link](https://x.com/leveredvlad/status/1973396057816977799) 2025-10-01T14:34Z [----] followers, [----] engagements "These are the stats for PE outreach in the landscaping industry. Whoever runs that survey should get into private equity since they were able to find the 28% of the cos that never get hit up" [X Link](https://x.com/leveredvlad/status/1974221601408238013) 2025-10-03T21:14Z [----] followers, [---] engagements "2/ Google Research may have been relatively quiet in [----] but they were certainly busy. In particular they made huge progress in: - Language Models - Computer Vision - Generative Models - Multimodal Models Let's dig in" [X Link](https://x.com/leveredvlad/status/1617885505080664064) 2023-01-24T14:02Z [----] followers, [----] engagements "3/ 📕Language Models Google developed its take on GPT-3 - a 540bn parameter PaLM model (3x the size of GPT). Despite its size it's incredibly efficient as it can sparsely activate only parts of the neural network instead of the whole thing. So what can you do with it" [X Link](https://x.com/leveredvlad/status/1617885507077169154) 2023-01-24T14:02Z [----] followers, [----] engagements "@awilkinson We built a custom workflow with hello sign api and saved over 90%. We do a lot of NDAs (100+ per deal) and docusign was highway robbery" [X Link](https://x.com/leveredvlad/status/1892788321643806996) 2025-02-21T04:07Z [----] followers, [---] engagements "Been getting lots of messages on this morning. Some thoughts: Sam Altman has said this countless times - build with the assumption that the models will keep getting radically better. Spending months building scaffolding to patch current model limitations has been a losing bet for most. The ground shifts too quickly. At OffDeal we've built our business around that reality - every new model unlocks new capabilities for us. This OpenAI announcement further validates our thesis. From day one instead of betting on a 'tech moat' we've invested heavily into compounding a powerful data flywheel. With" [X Link](https://x.com/anyuser/status/1980647694629753207) 2025-10-21T14:49Z [----] followers, 39.9K engagements "Zero surprise here if true. This is why we decided to build our own investment bank de novo - designing the org chart and comp structure for the AI future from day [--]. Much better career path for high slope junior bankers than BB imo. BREAKING: JP Morgan is considering cutting junior investment banking roles and outsourcing them to India https://t.co/a7glYToK0K BREAKING: JP Morgan is considering cutting junior investment banking roles and outsourcing them to India https://t.co/a7glYToK0K" [X Link](https://x.com/anyuser/status/1981751783983554764) 2025-10-24T15:56Z [----] followers, 38K engagements "Curious how OpenAI approaches context engineering in this feature. I.e. is it basic RAG (pre-processed) or more similar to Claude Code's "grep' function (just-in-time) etc. Putting the most relevant data into context at the right time is a v hard technical challenge. so much of work is what I like to call the work around work - switching between systems chasing context and stitching tools together to get things done company knowledge in chatgpt now does this for you it can reason across tools like slack sharepoint google drive https://t.co/pZPamQ30JK so much of work is what I like to call the" [X Link](https://x.com/leveredvlad/status/1981768972174336163) 2025-10-24T17:05Z [----] followers, [----] engagements "Building a full-stack AI company removes this headache. We ride the model curve and increase our capabilities with each update. Our moat is in the 1P data and its flywheel not in our ability to build an AI DCF builder. My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of the foundational model providers. App functionality will be added to the foundational models' offerings because the big players aren't slow incumbents (it is wrong to My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of" [X Link](https://x.com/anyuser/status/1988064470577692859) 2025-11-11T02:01Z [----] followers, [----] engagements "@rohitdotmittal Bain Capital Ventures A16Z (has at least one IT MSP roll up) Elad Gil Wrote about this trend over a year ago - provide some additional names there. https://www.fullydistributed.co/p/stop-building-saas-for-smbsbuy-themutm_campaign=post&utm_medium=web https://www.fullydistributed.co/p/stop-building-saas-for-smbsbuy-themutm_campaign=post&utm_medium=web" [X Link](https://x.com/leveredvlad/status/1988121700765237620) 2025-11-11T05:48Z [----] followers, [---] engagements "This is very true - especially the last point. Ive been spending 30-50% of my time on recruiting/sourcing talent and know other rounds doing same. I think it's probably as hard as it's ever been to build a talent-dense early stage team. The core dynamic is that options other than joining an early stage startup are more attractive than ever. Big companies are genuinely appealing places to work mid stage companies let you I think it's probably as hard as it's ever been to build a talent-dense early stage team. The core dynamic is that options other than joining an early stage startup are more" [X Link](https://x.com/leveredvlad/status/1992039782902358408) 2025-11-22T01:17Z [----] followers, [----] engagements "@SMB_Attorney Generally agree; couple of thoughts: AI is great at: [--]. Reducing back and forth w/ counsel [--]. Explaining things [--]. Catching things (even when we work with top3 BigLaw firm) Frontier models are better than the *MEDIAN* US M&A attorney. And will get even better" [X Link](https://x.com/leveredvlad/status/2002845697612320981) 2025-12-21T20:56Z [----] followers, [----] engagements "Generally agree; couple of thoughts: AI is great at: [--]. Reducing back and forth w/ counsel [--]. Explaining things [--]. Catching things (even when we work with top3 BigLaw firm) Frontier models are better than the *MEDIAN* US M&A attorney. And will get even better. Can I be real with you guys for a second This is stupid. There are a RIDICULOUS amount of traps for the unwary in M&A. For example our *baseline* checklist has 120+ steps on it. Heres some real things that can go wrong off the top of my head: hidden liens and Can I be real with you guys for a second This is stupid. There are a" [X Link](https://x.com/leveredvlad/status/2002845733045825923) 2025-12-21T20:56Z [----] followers, [----] engagements "Got banned from LogoIntern (they think we're a competitor 😂) so wanted to see if I can just build our own version myself with Claude Code. In [--] minutes was able to get a 90/10 tool that finds most logos removes background and fixes colorization. RIP SaaS" [X Link](https://x.com/leveredvlad/status/2011115740582064616) 2026-01-13T16:38Z [----] followers, [----] engagements "@nic_carter software on demand is here" [X Link](https://x.com/leveredvlad/status/2011117680376385947) 2026-01-13T16:46Z [----] followers, [---] engagements "Bolting on AI to existing workflows will result in only marginal (20-30%) productivity gains. We started an i--bank from scratch to revisit how work gets done from first principles (in ai-native way) and are already seeing 4-6x gains and expect this to climb further. You only have [--] years to start an AI-native investment bank before all the big ones let their analysts use this. You only have [--] years to start an AI-native investment bank before all the big ones let their analysts use this" [X Link](https://x.com/leveredvlad/status/2015108087326085617) 2026-01-24T17:03Z [----] followers, [--] engagements "Bolting on AI to existing workflows will result in only marginal (20-30%) productivity gains. We started an investment bank from scratch to revisit how work gets done from first principles (in ai-native way) and are already seeing 4-6x gains and expect this to climb further. You only have [--] years to start an AI-native investment bank before all the big ones let their analysts use this. You only have [--] years to start an AI-native investment bank before all the big ones let their analysts use this" [X Link](https://x.com/leveredvlad/status/2015108306906366402) 2026-01-24T17:03Z [----] followers, 17.4K engagements "this is from a portfolio mgr at a multi bn $ fund. first gradually then suddenly. FEEL THE AGI" [X Link](https://x.com/leveredvlad/status/2017369783067459852) 2026-01-30T22:50Z [----] followers, 807.5K engagements "We're constantly re-imagining our banker take home test (excel model + materials) given the ramp in AI capabilities. To do so we get my technical cofounder (zero IB experience) to attempt solving it with AI. Since Opus [---] he's been able to one-shot it every single time" [X Link](https://x.com/leveredvlad/status/2022038715741483032) 2026-02-12T20:02Z [----] followers, 26.6K engagements "@WagieCapital no just trying to get smart bankers in to do deals. but the more 'technical' part of the job - like complex LBO modeling etc is getting solved with AI making the signal weaker. we can always make them do it live in person but becomes less scalable ofc" [X Link](https://x.com/leveredvlad/status/2022042262130364701) 2026-02-12T20:16Z [----] followers, [----] engagements "@FadeTheNormies @WagieCapital yes agree 100% trying to figure out how to structure this and more importantly what is the most important skill to test for at this stage. ideas welcome :)" [X Link](https://x.com/leveredvlad/status/2022069076638785880) 2026-02-12T22:03Z [----] followers, [---] engagements "@erichlang [--] + [--] more will close Q1" [X Link](https://x.com/leveredvlad/status/2022155967140704538) 2026-02-13T03:48Z [----] followers, [--] engagements "Claude Code for Foreign Policy" [X Link](https://x.com/leveredvlad/status/2022447274006131172) 2026-02-13T23:06Z [----] followers, [---] engagements "Excited to share that @tryoffdeal has raised a $12M Series A to build the worlds first AI-native investment bank less than [--] months after our Seed. This year we already launched over [--] M&A sell-sides and delivered numerous multi-million $ exits to our clients. A quick 🧵" [X Link](https://x.com/anyuser/status/1950192434790457849) 2025-07-29T13:51Z [----] followers, 847.7K engagements "We do need a Cursor for Slides. No serious person in finance or consulting would use Gamma for any client deliverables. Making slides manually feels especially painful now that you know Cursor for slides should exist but doesnt. Making slides manually feels especially painful now that you know Cursor for slides should exist but doesnt" [X Link](https://x.com/anyuser/status/1931338787696542169) 2025-06-07T13:13Z [----] followers, 806.1K engagements "Making slides manually feels especially painful now that you know Cursor for slides should exist but doesnt" [X Link](https://x.com/anyuser/status/1931042840966222046) 2025-06-06T17:37Z 1.8M followers, 2.7M engagements "Last year I raised $5M to build a brand new investment bank from scratch. Not software for banks or a fintech marketplace - a real M&A advisory firm. This is a very long post explaining what we're doing why and how it's going (sorry I don't like threads). OffDeal: The First AI-Native Investment Bank Tech only drives step-change in productivity when it is fused to appropriate org design incentives and culture - this is why we launched OffDeal as a full-stack investment bank rather than a software product for incumbent banks. Our first battleground is lower-middle-market M&Adeals in the $5-50 m" [X Link](https://x.com/anyuser/status/1930022551725715657) 2025-06-03T22:03Z [----] followers, 95.3K engagements "Let's build the future of investment banking together. NEW: At the firm that bills itself as the first AI-native investment bank the MDs are [--] years old and in line for a $2mn bonus: https://t.co/qTpInNZq5H https://t.co/viIWZ5ytrV NEW: At the firm that bills itself as the first AI-native investment bank the MDs are [--] years old and in line for a $2mn bonus: https://t.co/qTpInNZq5H https://t.co/viIWZ5ytrV" [X Link](https://x.com/anyuser/status/1950203049881854391) 2025-07-29T14:33Z [----] followers, 129.8K engagements "NEW: At the firm that bills itself as the first AI-native investment bank the MDs are [--] years old and in line for a $2mn bonus: https://on.ft.com/44SM1E0 https://on.ft.com/44SM1E0" [X Link](https://x.com/anyuser/status/1950147111041060924) 2025-07-29T10:51Z 21.4K followers, 602.2K engagements "Yesterday's @FinancialTimes article went super viral and we got flooded with questions about the $2M banker bonus. The math is pretty simple actually: $5M EBITDA business sells for 6x $30M EV - $1.5M fee $1.5M fee - $300K bonus to banker And that's just one deal. If you're a banker interested in running your own deals and using the most cutting edge AI we'd love to hear from you. We're drowning in deal flow and need help. Apply on our website" [X Link](https://x.com/anyuser/status/1950650295337251192) 2025-07-30T20:10Z [----] followers, 70.8K engagements "Today we won our first proper bake off against [--] boutique M&A firms for a $2M EBITDA sell-side. The seller chose us despite us being [--] years old and having HIGHER fees than the rest. He said he really liked our young energy and speed (we delivered a full buyer list + comps within [--] hours of our intro call). It's time to prove him right" [X Link](https://x.com/anyuser/status/1928227304066666636) 2025-05-29T23:09Z [----] followers, 91.5K engagements "1/ @Stepnofficial: - new Move-2-Earn crypto fitness game - pays users $$$ for exercising - built on @solana & backed by @sequoia - absolutely exploding in popularity 🚀🚀🚀 In this essay I explain why I think it can become the next @AxieInfinity 🧵👇 https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness" [X Link](https://x.com/anyuser/status/1493918744904622084) 2022-02-16T12:02Z [----] followers, [---] engagements "It's kinda funny to see banks SCRAMBLING to retain talent. Just make the job more palatable for people christ. For people interested in investment banking without the bs / loyalty tests we're hiring lots of bankers Interesting to see the way IBs are combating PE recruiting. Basically if you recruit and disclose youll be moved to a diff business segment. Kinda defeats the point of PE funds recruiting early and expecting analysts to gain deal experience. Still seems like the best move for Interesting to see the way IBs are combating PE recruiting. Basically if you recruit and disclose youll be" [X Link](https://x.com/anyuser/status/1952815684481892441) 2025-08-05T19:35Z [----] followers, 97.2K engagements "Interesting to see the way IBs are combating PE recruiting. Basically if you recruit and disclose youll be moved to a diff business segment. Kinda defeats the point of PE funds recruiting early and expecting analysts to gain deal experience. Still seems like the best move for analysts is to simply recruit and stfu about it. No other way around it NEWS: Bank of America has implemented new measures to address IB analysts recruiting for PE. If analysts receive and disclose a PE offer before theyve been working for at least [--] months they will be moved to another business line. After [--] months" [X Link](https://x.com/anyuser/status/1952813721543135307) 2025-08-05T19:27Z 474K followers, 228.3K engagements "I did an MBA at Harvard to have work visa security while I work on my startup. I had a great time but in practice MBA is more likely to convince someone NOT to be a founder than the opposite - you're rubbing shoulders with very risk averse people. I have since also done YC and think it's a much better "MBA" - and one where you get capital and connectivity to really make something happened in a time-boxed environment. Would recommend that path over an MBA for anyone seriously considering it. For those getting an MBA and going into operating roles why not just skip the MBA and start a company" [X Link](https://x.com/anyuser/status/1934616730971582833) 2025-06-16T14:19Z [----] followers, 91.1K engagements "For those getting an MBA and going into operating roles why not just skip the MBA and start a company instead I presume you'd learn 10x more about business from trying to build one vs. marketing class or "touchy feely". Am I missing something" [X Link](https://x.com/anyuser/status/1934469177794068577) 2025-06-16T04:32Z [----] followers, 130.2K engagements "1/ Last week @Stepnofficial exceeded 2M MAUs / 500k DAUs and became a top [--] project by market cap flipping @AxieInfinity. So you want to get involved but unsure how Then this guide to the STEPNverse is for you 🧵👇" [X Link](https://x.com/anyuser/status/1522190838796849153) 2022-05-05T12:25Z [----] followers, [---] engagements "Had so much fun chatting with @andrewrsorkin @BeckyQuick and @JoeSquawk about the future of investment banking. The junior banker powerpoint grind is coming to an end" [X Link](https://x.com/anyuser/status/1952345680229666977) 2025-08-04T12:27Z [----] followers, 179.2K engagements "🚨HIRING INVESTMENT BANKERS $300-500K+ COMP🚨 Were growing far faster than planned and need more [--] investment bankers to meet demand. Case study: Sam Mielke joined OffDeal four months ago. Today hes running [--] exclusive sell-side mandates worth $3.8M in signed fees and another $14M in active pipeline. At his current clip hes on pace to generate $10M+ in fees in his first year at OffDeal. At OffDeal were building what Goldman Sachs would look like if it launched today: an AI-native investment banknot a marketplaceserving companies up to $100M in revenue. We give you cutting edge proprietary AI" [X Link](https://x.com/anyuser/status/1927829619673051595) 2025-05-28T20:49Z [----] followers, 138.1K engagements "Been getting lots of messages on this morning. Some thoughts: Sam Altman has said this countless times - build with the assumption that the models will keep getting radically better. Spending months building scaffolding to patch current model limitations has been a losing bet for most. The ground shifts too quickly. At OffDeal we've built our business around that reality - every new model unlocks new capabilities for us. This OpenAI announcement further validates our thesis. From day one instead of betting on a 'tech moat' we've invested heavily into compounding a powerful data flywheel. With" [X Link](https://x.com/anyuser/status/1980647694629753207) 2025-10-21T14:49Z [----] followers, 39.9K engagements "This is really cool and pretty impressive but we still need a Cursor for "Corporate America" slides - you know the ones that support like 80% of the world's GDP. "This is really Cursor for Slides. Everything else is a toy" https://t.co/IOdTSUBIug "This is really Cursor for Slides. Everything else is a toy" https://t.co/IOdTSUBIug" [X Link](https://x.com/anyuser/status/1935386774806593967) 2025-06-18T17:18Z [----] followers, 41.8K engagements ""This is really Cursor for Slides. Everything else is a toy"" [X Link](https://x.com/anyuser/status/1935229300229235199) 2025-06-18T06:53Z [----] followers, 383.7K engagements "1/ @UXDProtocol: -new algo stablecoin backed by a delta neutral position using perpetual swaps 🧠 -built on @solana -backed by @multicoin & @AlamedaResearch In this essay I explain how UXD might outcompete @terra_money @circlepay and @tether https://tinyurl.com/2p8paa6j https://tinyurl.com/2p8paa6j" [X Link](https://x.com/anyuser/status/1506611271730401281) 2022-03-23T12:38Z [----] followers, [---] engagements "say what you want but @doodles has by far the most aesthetically pleasing and mass-appealing design in the space. incredibly talented cartoonists / illustrators. will be loved by men women adults teens and kids alike" [X Link](https://x.com/anyuser/status/1618352390415028225) 2023-01-25T20:57Z [----] followers, [----] engagements "gm. where my @doodles at #9486" [X Link](https://x.com/anyuser/status/1515060074061905920) 2022-04-15T20:10Z [----] followers, [---] engagements "I don't think people realize just how many small businesses there are in america - just $10-100M in revs is 175k+ of which 5-10% change hands each year. yes there are a lot of "brokers" / LMM banks - but they make up 20% of all closed deals in the space. The rest are largely done DIY by business owners today (which has been very profitable for private equity) Very interesting discussion here around the future of investment banking and AI Some thoughts Grok estimates that roughly [-----] businesses in the U.S. generate $1-10M in profit Businesses of this size are typically valued at 3-5x EBITDA" [X Link](https://x.com/anyuser/status/1952373780036067587) 2025-08-04T14:19Z [----] followers, 34.7K engagements "Very interesting discussion here around the future of investment banking and AI Some thoughts Grok estimates that roughly [-----] businesses in the U.S. generate $1-10M in profit Businesses of this size are typically valued at 3-5x EBITDA on average based on transaction data available With [-----] businesses (midpoint) and using the average EBITDA multiple + transaction fee of 5% on the TEV total whitespace market here is nearly $19B conservatively As Offdeal ramps up they will certainly start competing for larger deals but absolutely insane to me that a $19B market today has been left alone by" [X Link](https://x.com/anyuser/status/1952371816455926034) 2025-08-04T14:11Z 163.6K followers, 175.5K engagements "It's been just over two years since I wrote my bear case for "AI for PE" solutions. So far I haven't seen anyone truly crack that category. Perhaps a "Cursor for Excel" will catch fire with PE Excited to announce Hopkins PE the AI agent for private equity. Hopkins tackles the entire diligence process from the heavy lifting in data room analysis to presentation materials creation plus deal sourcing and outreach so PE firms can earn back time and focus on https://t.co/Ea5cEWMt0W Excited to announce Hopkins PE the AI agent for private equity. Hopkins tackles the entire diligence process from the" [X Link](https://x.com/anyuser/status/1963798456440688651) 2025-09-05T02:56Z [----] followers, 35.6K engagements "Some say I started OffDeal to help small businesses others say I did it to get on @tbpn Excited to jam with @jordihays and @johncoogan about building an AI investment bank in a couple of hours OffDeal raises a $12M Series A round led by Radical Ventures to build the first AI-native investment bank. Founded by @leveredvlad (ex-Wall Street banker) and @alstonthelin (former Meta engineer) OffDeal uses custom software to automate back-office workflows like pitch decks https://t.co/Ww95s4m5A9 OffDeal raises a $12M Series A round led by Radical Ventures to build the first AI-native investment bank." [X Link](https://x.com/anyuser/status/1950252483944542548) 2025-07-29T17:50Z [----] followers, 31.8K engagements "OffDeal raises a $12M Series A round led by Radical Ventures to build the first AI-native investment bank. Founded by @leveredvlad (ex-Wall Street banker) and @alstonthelin (former Meta engineer) OffDeal uses custom software to automate back-office workflows like pitch decks and buyer outreach allowing its lean in-house team to focus purely on negotiation and closing. The firm has closed 10+ deals and is targeting $100M in revenue by [----]. As Ori Eldarov (Co-Founder & CEO) puts it: "We're building what Goldman Sachs would look like if it were started today." We're bringing him on today at" [X Link](https://x.com/anyuser/status/1950249385146929475) 2025-07-29T17:37Z 217.3K followers, 57.1K engagements "1/ In December [----] @Nike shocked the world with its acquisition of a digital fashion startup @RTFKT. Is the future of fashion. digital Let's explore why a leading apparel manufacturer is betting big on web3 and the metaverse. A 🧵👇 https://fullydistributed.substack.com/p/nike-x-rtfkt-unlocking-the-digital https://fullydistributed.substack.com/p/nike-x-rtfkt-unlocking-the-digital" [X Link](https://x.com/anyuser/status/1567624791552831489) 2022-09-07T21:24Z [----] followers, [---] engagements "We recently made a (risky) decision to switch to memo-style CIMs to optimize them for LLMs. The feedback from our PE buyers has been phenomenal - they love the new format and the # of DDQs dropped by 80%. And we can now make a CIM in [--] minutes. This is the way" [X Link](https://x.com/anyuser/status/1943352148525232540) 2025-07-10T16:50Z [----] followers, 15.9K engagements "If teens and twenty somethings can start and build multi billion dollar companies surely some of them can also run a $3M ebitda sell side. To me this is almost entirely a talent quality issue - both at the top and the bottom of the org - rather than about their age. Can someone please explain to me how Benchmark International lets Class of [----] undergrads run point on $3M EBITDA deals Can someone please explain to me how Benchmark International lets Class of [----] undergrads run point on $3M EBITDA deals" [X Link](https://x.com/anyuser/status/1954202453424873869) 2025-08-09T15:25Z [----] followers, 18.7K engagements "Can someone please explain to me how Benchmark International lets Class of [----] undergrads run point on $3M EBITDA deals" [X Link](https://x.com/anyuser/status/1953855058891641205) 2025-08-08T16:25Z [----] followers, 29.2K engagements "An MD at a large bank told me he'd be concerned with "black box" outputs of AI models in our materials. I said I'm more concerned about the outputs of his first year analyst running on [--] hours of sleep" [X Link](https://x.com/anyuser/status/1928454773331677351) 2025-05-30T14:13Z [----] followers, [----] engagements "1/ Google just released a detailed product roadmap for its AI offerings. I read the entire thing so you don't have to. A thread on how Google may actually win the AI race🧵 Spoiler: OpenAI should be worried" [X Link](https://x.com/anyuser/status/1617885503046524928) 2023-01-24T14:02Z [----] followers, 32.7K engagements "Zero surprise here if true. This is why we decided to build our own investment bank de novo - designing the org chart and comp structure for the AI future from day [--]. Much better career path for high slope junior bankers than BB imo. BREAKING: JP Morgan is considering cutting junior investment banking roles and outsourcing them to India https://t.co/a7glYToK0K BREAKING: JP Morgan is considering cutting junior investment banking roles and outsourcing them to India https://t.co/a7glYToK0K" [X Link](https://x.com/anyuser/status/1981751783983554764) 2025-10-24T15:56Z [----] followers, 38K engagements "BREAKING: JP Morgan is considering cutting junior investment banking roles and outsourcing them to India" [X Link](https://x.com/anyuser/status/1981715500276085138) 2025-10-24T13:32Z 163.6K followers, 3.5M engagements "@lifeofmansoor these tools need to be built by end users. too many SF people who never built a banking deck taking swings" [X Link](https://x.com/anyuser/status/1931471185247662214) 2025-06-07T21:59Z [----] followers, 15.1K engagements "@Strawwww_berry you have to appeal to the [--] deadly sins. Lust - hinge/bumble Gluttony - uber eats/doordash Greed - robinhood Sloth - netflix/tiktok Wrath - X Envy - instagram Pride - linkedin/strava" [X Link](https://x.com/anyuser/status/1894020714866372876) 2025-02-24T13:45Z [----] followers, [----] engagements "/1 Fifty six seconds. That's how long it took me to generate [--] Air Jordan- inspired sneaker #designs with a fine-tuned #StableDiffusion model. Let me show you how🧵" [X Link](https://x.com/anyuser/status/1597631337741320192) 2022-11-29T16:39Z [----] followers, [---] engagements "@axiomalpha cursor for powerpoint should be powerpoint. but it isnt. just like cursor should be github copilot but it isnt" [X Link](https://x.com/anyuser/status/1931548677429997765) 2025-06-08T03:07Z [----] followers, 11.3K engagements "Agree with Pomp here. Importantly - we're not trying to compete with GS or Evercore - AI allows us to serve customers in the $1-10M EBITDA range but with the same quality of service that you might get at a larger Wall Street firm. AI is an enabler to do more work for the client move faster and ultimately deliver a better customer experience - all at extremely attractive unit economics" [X Link](https://x.com/anyuser/status/1950603875821482413) 2025-07-30T17:06Z [----] followers, [----] engagements "Excited to share that I launched @tryoffdeal - an AI broker for buying small businesses. It uses custom-built AI agents to help buyers find diligence and engage thousands of off-market potential acquisition targets each week. Finding the right small business to acquire is painfully manual and tedious an average buyer takes almost two years to buy one OffDeal solves this by putting deal sourcing on autopilot. Our AI broker 🕵♂ Scours through millions of SMBs to build an initial list using AI search 🧠 Automatically researches each one to ensure criteria match using custom AI web agents ✉" [X Link](https://x.com/anyuser/status/1766147291503788218) 2024-03-08T17:01Z [----] followers, 15K engagements ".@tryoffdeal (YC W24) is an AI broker for buying small businesses. It uses custom-built AI agents to help buyers find diligence and engage thousands of potential acquisition targets each week. Congrats on the launch @leveredvlad and Alston https://www.ycombinator.com/launches/KbA-offdeal-ai-broker-for-buying-small-businesses https://www.ycombinator.com/launches/KbA-offdeal-ai-broker-for-buying-small-businesses" [X Link](https://x.com/anyuser/status/1766116679724278005) 2024-03-08T15:00Z 1.5M followers, 43.1K engagements "Interviewed a candidate from GS IB team who flagged that he didn't like the "culture" there. He said he routinely works till 3-4am most weeknights and then usually both days on the weekend. The worst part was not the hours or volume of work - but waiting until 11pm to get the comments from MD. A good example of why "AI" won't solve the traditional BB / EB experience" [X Link](https://x.com/anyuser/status/1944547031051309536) 2025-07-13T23:58Z [----] followers, 13.5K engagements "Aaron is precisely right. In most industries but especially finance people have a very hard time seeing how AI models WILL outperform humans on most tasks especially those that involve processing large amounts of granular data. With every model update these people have less and less legs to stand on and Im already seeing conversation steering towards taste as something models will never have. Imo human relationships EQ etc is the only truly defensible moat in high trust environments like deal making - and junior bankers do not get to work on either of those for the first [--] years of their" [X Link](https://x.com/anyuser/status/1953867512325554655) 2025-08-08T17:14Z [----] followers, 11.8K engagements "It's sometimes hard to grasp the significance of the reasoning and logic updates that are starting to emerge in powerful models like GPT-5. Here's a *very simple* example of how powerful these models are getting. I took a recent NVIDIA earnings call transcript document that came in at [--] pages long and had [----] words. I took part of the sentence "and gross margin will improve and return to the mid-70s" and modified "mid-70s" to "mid-60s". For a remotely tuned-in financial analyst this would look out of place because the margins wouldn't "improve and return" to a lower number than the one" [X Link](https://x.com/anyuser/status/1953670264988016931) 2025-08-08T04:11Z 2.5M followers, 206.3K engagements ".@NorthRockLP on the merge: "ETH will shift from requiring $18mm of new money *entering* the asset to keep the price from declining to requiring $0.3mm *exiting* to keep the price from increasing. " so who will win bad macro or good tokenomics 👀" [X Link](https://x.com/anyuser/status/1560716095371329541) 2022-08-19T19:51Z [----] followers, [--] engagements "Excellent write up. This is exactly why we are not building software for banks but instead building an investment bank from scratch. A lot of productivity gaps exist due to coordination tax / waterfall project mgmt - technology alone doesn't solve this. We solve this by running 2-person pods and removing unnecessary levels of review / revisions / team bloat. People often ask me why banking hours are so bad What are people even doing for [--] hours a day There has to be a way to make it more efficient Some of my thoughts below Banking hours are not necessarily bad because of the sheer volume but" [X Link](https://x.com/anyuser/status/1943763138983145878) 2025-07-11T20:03Z [----] followers, 11.6K engagements "People often ask me why banking hours are so bad What are people even doing for [--] hours a day There has to be a way to make it more efficient Some of my thoughts below Banking hours are not necessarily bad because of the sheer volume but rather the unpredictability of those hours. Working [--] hours a day is bad but a lot more bearable if you know which [--] hours exactly you are working. Where things bad is that you have no idea when work is coming your way and this paralyzes you from making any plans with friends or family Unpredictability is a function of bad senior management and just nature" [X Link](https://x.com/anyuser/status/1943747810626875671) 2025-07-11T19:02Z 163.6K followers, 84.4K engagements "Thanks for having me on will have to run it back soon @jordihays @johncoogan IN NEWS: @tryoffdeal has raised a $12M Series A. We brought CEO Ori Eldarov (@leveredvlad) on the show to talk about founding the first AI-native investment bank. "I'd be lying if I said we didn't consider building software for banks." "But we saw how bureaucratic large banks https://t.co/R5IfwGxSjp IN NEWS: @tryoffdeal has raised a $12M Series A. We brought CEO Ori Eldarov (@leveredvlad) on the show to talk about founding the first AI-native investment bank. "I'd be lying if I said we didn't consider building" [X Link](https://x.com/anyuser/status/1950348761974087778) 2025-07-30T00:12Z [----] followers, 13.3K engagements "IN NEWS: @tryoffdeal has raised a $12M Series A. We brought CEO Ori Eldarov (@leveredvlad) on the show to talk about founding the first AI-native investment bank. "I'd be lying if I said we didn't consider building software for banks." "But we saw how bureaucratic large banks and how long it takes to inact any meaningful change. Call transcription was the number [--] requested feature (even though Zoom exists)." "I kept thinking if I was running my own bank I would do it completely differently." "We decided to go all in on building our own investment bank from scratch." Excited to share that" [X Link](https://x.com/anyuser/status/1950346178715144710) 2025-07-30T00:02Z 217.3K followers, 29.5K engagements "1/ Did I become addicted to ChatGPT I was shocked at how lost and unproductive I felt whenever the site crashed for a few hours. It was almost like a drug withdrawal. Uh oh. This made me think about the future of our relationship with AI. A 🧵👇" [X Link](https://x.com/anyuser/status/1607798640868982786) 2022-12-27T18:00Z [----] followers, 24.2K engagements "1/ What if you couldn't sell your NFT In this essay I discuss some non-financial applications of NFTs and how brands and artists can deliver actual utility to holders without speculative financialization. A 🧵👇" [X Link](https://x.com/anyuser/status/1557788240689696770) 2022-08-11T17:57Z [----] followers, [--] engagements "The future of finance will look very different in the coming years. Were building for that future. Thanks for having me on @APompliano The world's first AI investment bank is looking to conquer Wall Street. I sat down with @leveredvlad to understand what they are doing how their technology works and why this is a better model. https://t.co/QQCF5A1vSF The world's first AI investment bank is looking to conquer Wall Street. I sat down with @leveredvlad to understand what they are doing how their technology works and why this is a better model. https://t.co/QQCF5A1vSF" [X Link](https://x.com/anyuser/status/1951001229741686915) 2025-07-31T19:25Z [----] followers, 42.3K engagements "The world's first AI investment bank is looking to conquer Wall Street. I sat down with @leveredvlad to understand what they are doing how their technology works and why this is a better model" [X Link](https://x.com/anyuser/status/1950989840536985749) 2025-07-31T18:40Z 1.9M followers, 69.1K engagements "1/ Have you ever wondered what life would be like if you could unlock your brain's full potential like in the movie Limitless What if I told you that this is possible now with AI Let me explain. A thread 🧵 Hint: this is not about ChatGPT 👀" [X Link](https://x.com/anyuser/status/1622966628886671364) 2023-02-07T14:32Z [----] followers, 31.6K engagements "I honestly feel bad for people who still use cold email to generate proprietary deal flow. Email as a channel is getting crushed by AI. Our AI finds at least 50-100 PE buyers for each of our sell-side mandates and it pinpoints 3-4 specific people at each firm to reach about the opportunity (excluding the portco). That's anywhere from 150-400 emails per touch (not counting follow ups). We have best in class email hygiene - each email is personalized each inbox is warmed has high domain authority we pace outreach to prevent bulk sends - and our emails STILL can land in spam. Can't even imagine" [X Link](https://x.com/anyuser/status/1940088374548685041) 2025-07-01T16:41Z [----] followers, [----] engagements "@DudespostingWs @grok how many people in each category can you back into spend per person" [X Link](https://x.com/anyuser/status/1932168070749147559) 2025-06-09T20:09Z [----] followers, 31.9K engagements "Were building what Goldman Sachs would have looked like if it was built today - in [----]. Our engineers built software to automate analyst work with AI so our in-house bankers can focus on dealmaking and delivering life-changing exits to our clients" [X Link](https://x.com/anyuser/status/1950192439198675340) 2025-07-29T13:51Z [----] followers, 12.6K engagements "many such cases. people love to hate on IB but the level of attention to detail work throughput and speed that gets drilled into you in your early years is unmatched. tech people despise ibankers until the day they realize they really need someone smart commercial capable with people + numbers who can take a lot of pain to get the job done and then they desperately try to hire them (or ones that have been techwashed by a year in bizops) tech people despise ibankers until the day they realize they really need someone smart commercial capable with people + numbers who can take a lot of pain to" [X Link](https://x.com/anyuser/status/1950689824077455524) 2025-07-30T22:47Z [----] followers, [----] engagements "tech people despise ibankers until the day they realize they really need someone smart commercial capable with people + numbers who can take a lot of pain to get the job done and then they desperately try to hire them (or ones that have been techwashed by a year in bizops)" [X Link](https://x.com/anyuser/status/1950672922282164444) 2025-07-30T21:40Z 126.5K followers, 124K engagements "also true for roofers plumbers pest exterminators etc. america has literally millions of amazing operators most of whom would swim circles around the median tech / finance bro in the real world. tech nerds in sf have such a narrow idea of entrepreneurship there are so many disciplines that mimic the same business skillset as a startup music artists content creators dropshippers shitposters standup comedians onlyfans models and authors are all founders too tech nerds in sf have such a narrow idea of entrepreneurship there are so many disciplines that mimic the same business skillset as a" [X Link](https://x.com/anyuser/status/1949981915882144046) 2025-07-28T23:54Z [----] followers, [----] engagements "tech nerds in sf have such a narrow idea of entrepreneurship there are so many disciplines that mimic the same business skillset as a startup music artists content creators dropshippers shitposters standup comedians onlyfans models and authors are all founders too" [X Link](https://x.com/anyuser/status/1949950538344530108) 2025-07-28T21:50Z [----] followers, 64.5K engagements "Wall Street's playbook works well but only for billion-dollar deals - it breaks below the middle market. Big banks run oversized teams on outdated software making smaller M&A deals uneconomical. This leaves millions of small business owners with nowhere to turn. Until now" [X Link](https://x.com/anyuser/status/1950192436799504493) 2025-07-29T13:51Z [----] followers, 16.6K engagements "1/ Thrilled to announce that @tryoffdeal raised $4.7M in seed funding 🥳 We're building an AI-native investment bank offering small business owners a faster cheaper way to sell their companies at premium prices. Full breakdown below 🧵👇" [X Link](https://x.com/anyuser/status/1834278394642792501) 2024-09-12T17:10Z [----] followers, 10.6K engagements "here is an example of one of our AI generated slides. its hooked up to the db w the underlying data an agent for picking the right comps for the business and the format etc is done w code. not perfect but close. a deck like this with [--] slides takes [--] mins to gen and $1 in compute" [X Link](https://x.com/anyuser/status/1931552694256144428) 2025-06-08T03:23Z [----] followers, [----] engagements "Compounding OffDeal I've been obsessed with the framework from Ramp's CEO Eric Glyman where he distilled their entire business into one equation. Once he had it he could model which variable actually moved the needle. http://x.com/i/article/1987984158136954880 http://x.com/i/article/1987984158136954880" [X Link](https://x.com/anyuser/status/1987985132343455766) 2025-11-10T20:46Z [----] followers, [----] engagements "Building a full-stack AI company removes this headache. We ride the model curve and increase our capabilities with each update. Our moat is in the 1P data and its flywheel not in our ability to build an AI DCF builder. My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of the foundational model providers. App functionality will be added to the foundational models' offerings because the big players aren't slow incumbents (it is wrong to My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of" [X Link](https://x.com/anyuser/status/1988064470577692859) 2025-11-11T02:01Z [----] followers, [----] engagements "My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of the foundational model providers. App functionality will be added to the foundational models' offerings because the big players aren't slow incumbents (it is wrong to apply the analogy of "fast startup slow incumbent" here) they are just big. Far more so than with any other prior new technology there is a massive and fast-moving wave that obsoletes every new app almost as fast as it can be invented. There is almost no time to build a company and scale it. There are two ways AI" [X Link](https://x.com/anyuser/status/1987787127204249824) 2025-11-10T07:39Z 105.7K followers, 20.7M engagements "full thesis can be read here - https://www.fullydistributed.co/p/the-bull-case-for-an-ai-native-investment https://www.fullydistributed.co/p/the-bull-case-for-an-ai-native-investment" [X Link](https://x.com/anyuser/status/1930023856548274662) 2025-06-03T22:08Z [----] followers, [----] engagements "earned a cool $225 by getting my steps in with @Stepnofficial 🚀🚀🚀" [X Link](https://x.com/anyuser/status/1500945009209716739) 2022-03-07T21:22Z [----] followers, [--] engagements "2/ Today NFTs are mostly used as digital collectibles with vast majority of investors buying these assets in expectation of selling them in the future at a higher price. But what other benefits might these assets offer to its owners👇 https://fullydistributed.substack.com/p/what-if-you-couldnt-sell-an-nft https://fullydistributed.substack.com/p/what-if-you-couldnt-sell-an-nft" [X Link](https://x.com/anyuser/status/1557788241998274560) 2022-08-11T17:57Z [----] followers, [--] engagements "Were scaling fast and hiring across all roles - if you or someone you know is interested in building the future of investment banking wed love to hear from you https://x.com/leveredvlad/status/1950192434790457849 Excited to share that @tryoffdeal has raised a $12M Series A to build the worlds first AI-native investment bank less than [--] months after our Seed. This year we already launched over [--] M&A sell-sides and delivered numerous multi-million $ exits to our clients. A quick 🧵 https://t.co/QNExbOlFst https://x.com/leveredvlad/status/1950192434790457849 Excited to share that @tryoffdeal" [X Link](https://x.com/anyuser/status/1950192567829586338) 2025-07-29T13:51Z [----] followers, 15.8K engagements "Our mission is to provide access to world-class investment banking services so that all entrepreneurs are able to realize the full value of their lifes work. To learn more about our story and where were going check out @sindaps coverage in Financial Times. https://www.ft.com/content/9daf5c7e-e301-4b7d-809a-ff9fb336bdbc https://www.ft.com/content/9daf5c7e-e301-4b7d-809a-ff9fb336bdbc" [X Link](https://x.com/anyuser/status/1950192442038173844) 2025-07-29T13:51Z [----] followers, 11.2K engagements "@businessbarista [--] minute grocery delivery" [X Link](https://x.com/anyuser/status/1502707713763069959) 2022-03-12T18:06Z [----] followers, [--] engagements "This round was led by Radical Ventures with participation from Y Combinator Rebel Fund and Center Street Partners. We are also honored to welcome an amazing group of angels that include current and former execs of leading financial institutions and recognized tech leaders" [X Link](https://x.com/anyuser/status/1950192444869361839) 2025-07-29T13:51Z [----] followers, 11.5K engagements "Building an investment bank for small businesses is exhilarating but can also be brutal. We just had a $1.5M sell-side fee slip right through our fingers. Here's what happened. One of our guys spent weeks courting a $4.5M EBITDA environmental management company. They wanted to sell but wasted [--] years with Benchmark International with zero results and a hefty $50K upfront fee. We mapped a detailed buyer universe of strategic and PE buyers arrived at a valuation range and were in the final stages of signing an engagement letter. The owner said "I love that you guys use AI". "Your" [X Link](https://x.com/anyuser/status/1920162226159173691) 2025-05-07T17:02Z [----] followers, [----] engagements "These are [--] LEAST impacted jobs by AI. Of note also where a ton of PE roll up activity is happening today. Its a great time for young people to get into the trades (massive shortage across the board) and start their own cos. Probably safer than going to college" [X Link](https://x.com/anyuser/status/1951011276257108179) 2025-07-31T20:05Z [----] followers, [----] engagements "All roads lead to. open-source Let' me show you how open-source can: 1) Provide a superior product for end-users✨ 2) Offer a more sustainable biz model in the long run💸 A deep dive into the world of open-source AI 👇 https://www.fullydistributed.co/p/all-roads-lead-to-open-source https://www.fullydistributed.co/p/all-roads-lead-to-open-source" [X Link](https://x.com/anyuser/status/1645761907771465730) 2023-04-11T12:13Z [----] followers, [----] engagements "@VidaliGiorgio ive seen the Mckinsey one and it was better than I expected; though def not cursor level capabilities" [X Link](https://x.com/anyuser/status/1931353330321612998) 2025-06-07T14:11Z [----] followers, 14.3K engagements "that's a great point. couple of thoughts: - fees in the lower middle market are often much higher the 1-2% you mentioned (sometimes 5-10% for really small txns) - we're not a discount shop - we offer a premium service and our clients get many times over the fee they pay in higher deal price and certainty. thx" [X Link](https://x.com/anyuser/status/1950660801968361978) 2025-07-30T20:52Z [----] followers, [----] engagements "/12 Check out the full essay in which I go deeper into @Stepnofficial's gameplay business model & tokenomics. If you enjoyed this please share with friends :) And as always DYOR - this is not financial advice. https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness" [X Link](https://x.com/anyuser/status/1493918772968710151) 2022-02-16T12:02Z [----] followers, [--] engagements "The easy way to avoid this trap is for founders to build a company that benefits from 'riding the wave' - i.e. your product / service gets better and better with each new product release from the frontier labs. Very few people seem to do this. Foundation model providers like @OpenAI and @AnthropicAI have abandoned the pure infrastructure play. They're vertically integrating at unprecedented speed: OpenAI's Agent Mode Claude Code Deep Research. Your startup's success becomes their product roadmap. Build something https://t.co/O7QI2gv2as Foundation model providers like @OpenAI and @AnthropicAI" [X Link](https://x.com/anyuser/status/1952887623619383645) 2025-08-06T00:21Z [----] followers, [----] engagements "Foundation model providers like @OpenAI and @AnthropicAI have abandoned the pure infrastructure play. They're vertically integrating at unprecedented speed: OpenAI's Agent Mode Claude Code Deep Research. Your startup's success becomes their product roadmap. Build something that works They'll clone it crush it or acquire it for pennies. The platform that powers you can steamroll you" [X Link](https://x.com/anyuser/status/1952871186888843528) 2025-08-05T23:15Z 20.9K followers, 58.7K engagements "Sam Altman / Dario Amodei have repeatedly said there soon will be a one person $1bn revenue company. Assuming that's right then there definitely will be a one person $1bn M&A deal team. Were building towards that future" [X Link](https://x.com/anyuser/status/1930382607067558017) 2025-06-04T21:54Z [----] followers, [----] engagements "Many are clowning on @perplexity_ai for trying to displace the Bloomberg terminal but I think they can become a major tool for high finance. In our testing Perplexity data was far better (higher coverage more recent) than Pitchbook - a gold standard for most finance cos" [X Link](https://x.com/anyuser/status/1934973001188937853) 2025-06-17T13:54Z [----] followers, [----] engagements "I think about this a lot - people of my vintage are now becoming MDs in finance - what are the 2nd order effects Will the fresh blood beat out century old traditions / culture I hope so. There is something very important happening in finance. An entire generation of young people who grew up on the internet are now ascending to positions of power and influence. They have access to capital and they have technology at their fingertips. The speed at which they There is something very important happening in finance. An entire generation of young people who grew up on the internet are now ascending" [X Link](https://x.com/anyuser/status/1954609912262037701) 2025-08-10T18:24Z [----] followers, [----] engagements "There is something very important happening in finance. An entire generation of young people who grew up on the internet are now ascending to positions of power and influence. They have access to capital and they have technology at their fingertips. The speed at which they receive information analyze insights and make decisions is different than those who came before them. The appetite for risk the pursuit of volatility and the addiction to playing the game 24/7 gives them a distinct advantage. Add in the fact that many of them have a megaphone with reach previously thought impossible. Faster" [X Link](https://x.com/anyuser/status/1954598029891183078) 2025-08-10T17:37Z 1.9M followers, 201.9K engagements "This business can completely disrupt Service Titan. They may not have its scale but they will ship 100x faster. Also going after PE-backed platforms is the right move. Huge incentive to make/save $ more tech savvy + higher ACVs. Rooting for these guys. After it took days to book an HVAC appointment in the sweltering heat I built @Netic_AI: the AI revenue engine for businesses that keep America running. Silicon Valley ignored essential services for too long so we raised $20m from @foundersfund @greylock @mavolpi to fix it. https://t.co/mVEr3yIXWo After it took days to book an HVAC appointment" [X Link](https://x.com/anyuser/status/1929562962534019536) 2025-06-02T15:37Z [----] followers, [----] engagements "After it took days to book an HVAC appointment in the sweltering heat I built @Netic_AI: the AI revenue engine for businesses that keep America running. Silicon Valley ignored essential services for too long so we raised $20m from @foundersfund @greylock @mavolpi to fix it" [X Link](https://x.com/anyuser/status/1929527386443259962) 2025-06-02T13:15Z 34.1K followers, 402.2K engagements "@Restructuring__ entry level bankers will get automated with AI before entry level sales people" [X Link](https://x.com/anyuser/status/1928970719137759521) 2025-06-01T00:23Z [----] followers, [----] engagements "You don't need to spend [--] years tweaking logos in powerpoints to become a great dealmaker. What finance related opinion do you have that will have people like this https://t.co/7tjFxPHXiJ What finance related opinion do you have that will have people like this https://t.co/7tjFxPHXiJ" [X Link](https://x.com/anyuser/status/1949303602901655938) 2025-07-27T02:59Z [----] followers, [----] engagements "What finance related opinion do you have that will have people like this" [X Link](https://x.com/anyuser/status/1948943965375320504) 2025-07-26T03:10Z 163.6K followers, 6.5M engagements "@Matthew_H_Cha @oritheoracle1 show me an investment banking deck you created in Gamma" [X Link](https://x.com/anyuser/status/1931339614796562838) 2025-06-07T13:17Z [----] followers, [----] engagements "Good thing OffDeal recruitment is full steam in [----]. If you're a savage banker with 3-4 years of exp and want to run your own sell-sides and clip $500k-1M+/yr - DM me. 🚨🚨 BREAKING: PE ON-CYCLE DELAYED TPG will start recruiting in [----] https://t.co/cgBbtisWGW 🚨🚨 BREAKING: PE ON-CYCLE DELAYED TPG will start recruiting in [----] https://t.co/cgBbtisWGW" [X Link](https://x.com/anyuser/status/1939846396087071224) 2025-07-01T00:39Z [----] followers, [----] engagements "🚨🚨 BREAKING: PE ON-CYCLE DELAYED TPG will start recruiting in 2026" [X Link](https://x.com/anyuser/status/1939825162150396178) 2025-06-30T23:15Z 47.3K followers, 28K engagements "This thinking is why @harvey__ai approach was so contrarian at the time and now they're at $100M+ ARR. Two thoughts: - law firms can sell more work now (total rev higher) - AI cuts non-billables - more time for more billables Talking with a guy in big law: "Adopting too much AI will hurt our bottom line." Talking with a guy in big law: "Adopting too much AI will hurt our bottom line."" [X Link](https://x.com/anyuser/status/1952444578964848800) 2025-08-04T19:00Z [----] followers, [----] engagements "Talking with a guy in big law: "Adopting too much AI will hurt our bottom line."" [X Link](https://x.com/anyuser/status/1952430110512156710) 2025-08-04T18:03Z 41.9K followers, 244.9K engagements "I don't think people realize just how many small businesses there are in america - just $10-100M in revs us 175k+ of which 5-10% change hands each year. yes there are a lot of "brokers" / LMM banks - but they make up 20% of all closed deals in the space. The rest are largely done DIY by business owners today (which has been very profitable for private equity)" [X Link](https://x.com/anyuser/status/1952373273737511222) 2025-08-04T14:17Z [----] followers, [----] engagements "0/ Let me show you why @gabepereyra's Harvey AI is a great business and why other "Copilots for X" may not be. A very quick thread 🧵" [X Link](https://x.com/anyuser/status/1680977288467234817) 2023-07-17T16:26Z [----] followers, [----] engagements "4/ - earn GST rewards from exercising - "breed" and sell Sneakers to new users - earn and stake GMT (a governance token akin to AXS in @AxieInfinity) For example under strat #1 a user with [--] Sneakers can currently earn $85/day But how does STEPN generate its own revenue" [X Link](https://x.com/anyuser/status/1493918755814006785) 2022-02-16T12:02Z [----] followers, [--] engagements "At my company we love using AI to EXPAND. Take a transcript of a [--] hour brainstorming session (we record in person meetings for this reason) take it away and continue brainstorming with a reasoning model as long as you like - tease out tensions leverage the full context etc. When you ask people in companies who are "using AI" what they use AI for they seem to mostly be summarizing meetings/documents and helping with minor writing tasks. AI adoption is quite high but a lot of users don't take advantage of what these systems are capable of doing. When you ask people in companies who are "using" [X Link](https://x.com/anyuser/status/1959731996378144926) 2025-08-24T21:38Z [----] followers, [----] engagements "When you ask people in companies who are "using AI" what they use AI for they seem to mostly be summarizing meetings/documents and helping with minor writing tasks. AI adoption is quite high but a lot of users don't take advantage of what these systems are capable of doing" [X Link](https://x.com/anyuser/status/1959448394834845904) 2025-08-24T02:51Z 321K followers, 118.4K engagements "just spoke to a small business owner who hired [--] devs this year in India to build their own lightweight "80/20" ERP after getting $100K+ licensing quotes from NetSuite. He said AI made it possible. The business was founded in [----] btw" [X Link](https://x.com/anyuser/status/1928507724242764096) 2025-05-30T17:44Z [----] followers, [----] engagements "1/ 🧵🤖 Does bigger mean better in the world of LLMs Recent research shows that it's not the case. Let me make the case for SMALLER models as the future of human-machine interaction. Let's dive in 👇 https://fullydistributed.substack.com/p/language-models-size-matters https://fullydistributed.substack.com/p/language-models-size-matters" [X Link](https://x.com/anyuser/status/1641876756058497048) 2023-03-31T18:54Z [----] followers, 10.8K engagements "Same is true for investment banking. PE firms and F500 have the skill to sell the business themselves (they're all ex bankers) but they want a scapegoat in case something goes wrong. People fundamentally misunderstand the value of hiring consultants Even before AI you could have hired a college grad to do research and find industry data points The real value of hiring consultants is being able to point fingers at someone in case something goes wrong People fundamentally misunderstand the value of hiring consultants Even before AI you could have hired a college grad to do research and find" [X Link](https://x.com/anyuser/status/1944780871434727736) 2025-07-14T15:27Z [----] followers, [----] engagements "People fundamentally misunderstand the value of hiring consultants Even before AI you could have hired a college grad to do research and find industry data points The real value of hiring consultants is being able to point fingers at someone in case something goes wrong R.I.P McKinsey. You dont need a $300k consultant anymore. You can now run full competitive market analysis using Grok [--]. Here are the exact [--] mega-prompts I use to replicate McKinsey-style insights for free: https://t.co/I6AEJP16Ux R.I.P McKinsey. You dont need a $300k consultant anymore. You can now run full competitive" [X Link](https://x.com/anyuser/status/1944774963094769926) 2025-07-14T15:04Z 163.6K followers, 175.2K engagements "@maikaisogawa seems like a popular strategy @0xgaut https://x.com/0xgaut/status/1624909996415672320s=46&t=iPJs_ny4LcgxsihlIgsf9w Today I put an OpenAI and Stanford AI stickers on my laptop sat in a coffee shop in Menlo Park and a VC just handed me $15M to start my company. https://x.com/0xgaut/status/1624909996415672320s=46&t=iPJs_ny4LcgxsihlIgsf9w Today I put an OpenAI and Stanford AI stickers on my laptop sat in a coffee shop in Menlo Park and a VC just handed me $15M to start my company" [X Link](https://x.com/anyuser/status/1626335173364133888) 2023-02-16T21:38Z [----] followers, [----] engagements "Today I put an OpenAI and Stanford AI stickers on my laptop sat in a coffee shop in Menlo Park and a VC just handed me $15M to start my company" [X Link](https://x.com/anyuser/status/1624909996415672320) 2023-02-12T23:15Z 151.9K followers, 829.5K engagements "Few people understand what money is how it works and crucially how its value changes over time. In this essay I use simple mental models to explain - What is money - Why gold - Does money supply even matter - Can USD remain reserve currency https://fullydistributed.substack.com/p/what-is-money-reallysd=pf https://fullydistributed.substack.com/p/what-is-money-reallysd=pf" [X Link](https://x.com/anyuser/status/1541464477044031489) 2022-06-27T16:52Z [----] followers, [--] engagements "yesterdays events is exactly what i warned about in my deep dive on @UXDProtocol reflexive two-token systems can be very dangerous amid strong market volatility cool to see how well $UXD ($40m MC) has held up over time 1/ @UXDProtocol: -new algo stablecoin backed by a delta neutral position using perpetual swaps 🧠 -built on @solana -backed by @multicoin & @AlamedaResearch In this essay I explain how UXD might outcompete @terra_money @circlepay and @tether https://t.co/SMTxtvczbx 1/ @UXDProtocol: -new algo stablecoin backed by a delta neutral position using perpetual swaps 🧠 -built on" [X Link](https://x.com/anyuser/status/1524007306438008833) 2022-05-10T12:43Z [----] followers, [--] engagements "🚨 BREAKING🚨 We just ran an EMERGENCY 24-hour hackathon to launch the first-ever AI Trump Tariff Impact Calculator for small businesses. Instantly see: ✅ Key inputs impacted ✅ Tariff rates & sourcing ✅ Cost impact & price adjustments 100% free instant no signup: https://offdeal.io/tariffs https://offdeal.io/tariffs" [X Link](https://x.com/anyuser/status/1910373298749260207) 2025-04-10T16:44Z [----] followers, 20.3K engagements "This is not a viable retention strategy long-term. How about making banks a more enticing place to work. Goldman Sachs is reportedly going to ask their analysts to certify they have not accepted a private equity offer every [--] months on a recurring basis JP Morgan followed a very similar path recently telling graduates they will be fired if they take an offer before [--] months on Goldman Sachs is reportedly going to ask their analysts to certify they have not accepted a private equity offer every [--] months on a recurring basis JP Morgan followed a very similar path recently telling graduates" [X Link](https://x.com/anyuser/status/1942960462313771465) 2025-07-09T14:54Z [----] followers, [----] engagements "Goldman Sachs is reportedly going to ask their analysts to certify they have not accepted a private equity offer every [--] months on a recurring basis JP Morgan followed a very similar path recently telling graduates they will be fired if they take an offer before [--] months on the job Looks like the industry is finally starting to push back against early on cycle recruiting. What is unfortunate is that the firms are taking it through fear tactics on students instead of paying them more or improving WLB so they want to stick around longer Pretty material change to how things have been done in" [X Link](https://x.com/anyuser/status/1942955762650657162) 2025-07-09T14:35Z 163.6K followers, 211.3K engagements "@cdixon proliferation of move2earn model - very clever and is exploding in popularity https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness" [X Link](https://x.com/anyuser/status/1494509283777519616) 2022-02-18T03:09Z [----] followers, [--] engagements "Great breakdown of the specific tech our bankers use to run sell-side deals. Thank you for the feature @MollySOShea (maybe at Series B you'll actually have us on your pod 😭) BREAKING: How OffDeals Viral $12M Series A Broke Wall Streets Brains Valued at $100M: The First AI-Native Investment Bank @tryoffdeal recently raised a massively viral $12M Series A led by Radical Ventures w/ participation from YC Rebel Fund & Centre Street Partners https://t.co/qNPHL0Cd0t BREAKING: How OffDeals Viral $12M Series A Broke Wall Streets Brains Valued at $100M: The First AI-Native Investment Bank @tryoffdeal" [X Link](https://x.com/anyuser/status/1952465068169499097) 2025-08-04T20:22Z [----] followers, [----] engagements "BREAKING: How OffDeals Viral $12M Series A Broke Wall Streets Brains Valued at $100M: The First AI-Native Investment Bank @tryoffdeal recently raised a massively viral $12M Series A led by Radical Ventures w/ participation from YC Rebel Fund & Centre Street Partners bringing its total funding to $17M On just X alone OffDeal has received 2.5M+ impressions CEO Ori Eldarov (@leveredvlad) ex-Wall Street banker & CTO Alston Lin (@alstonthelin) fmr Meta engineer share more on this with Sourcery in our recent piece linked below. Excited to share that @tryoffdeal has raised a $12M Series A to build" [X Link](https://x.com/anyuser/status/1952458132837585018) 2025-08-04T19:54Z 44.4K followers, 10.6K engagements "9/ If you would like to get into more detail / review the math check out my essay where I provide an in-depth analysis of each strategy + provide a financial model to support. Otherwise please consider sharing if this post was helpful 😀 https://fullydistributed.substack.com/p/a-guide-to-the-stepnverses=w https://fullydistributed.substack.com/p/a-guide-to-the-stepnverses=w" [X Link](https://x.com/anyuser/status/1522190852508037120) 2022-05-05T12:25Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@leveredvlad Ori Eldarov
Ori Eldarov posts on X about ai, investment, business, build the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] +424%
- [--] Month [-------] +2,316%
- [--] Months [----------] +39%
- [--] Year [----------] +56,140%
Mentions: [--] #
- [--] Week [--] +100%
- [--] Month [--] +125%
- [--] Months [--] -58%
- [--] Year [---] +775%
Followers: [-----] #
- [--] Week [-----] +0.36%
- [--] Month [-----] +6.10%
- [--] Months [-----] +9.10%
- [--] Year [-----] +327%
CreatorRank: [---------] #
Social Influence
Social category influence finance technology brands stocks countries cryptocurrencies financial services nfts social networks celebrities currencies
Social topic influence ai, investment, business, build, bank, banking, in the, this is, model, future
Top assets mentioned Solana (SOL) Goldman Sachs (GS) Alphabet Inc Class A (GOOGL) Doodles (doodles)
Top Social Posts
Top posts by engagements in the last [--] hours
"Excited to share that @tryoffdeal has raised a $12M Series A to build the worlds first AI-native investment bank less than [--] months after our Seed. This year we already launched over [--] M&A sell-sides and delivered numerous multi-million $ exits to our clients. A quick 🧵"
X Link 2025-07-29T13:51Z [----] followers, 847.7K engagements
"1/ @Stepnofficial: - new Move-2-Earn crypto fitness game - pays users $$$ for exercising - built on @solana & backed by @sequoia - absolutely exploding in popularity 🚀🚀🚀 In this essay I explain why I think it can become the next @AxieInfinity 🧵👇 https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness"
X Link 2022-02-16T12:02Z [----] followers, [---] engagements
"1/ @UXDProtocol: -new algo stablecoin backed by a delta neutral position using perpetual swaps 🧠 -built on @solana -backed by @multicoin & @AlamedaResearch In this essay I explain how UXD might outcompete @terra_money @circlepay and @tether https://tinyurl.com/2p8paa6j https://tinyurl.com/2p8paa6j"
X Link 2022-03-23T12:38Z [----] followers, [---] engagements
"incredible reversal in $RUBUSD after Russia pledged to reinstate the gold standard and back its currency with gold. Sound money. Still works"
X Link 2022-03-30T22:13Z [----] followers, [--] engagements
"@george_adams21 penalties for wrong / false info rewards for tweets that get high engagement rewards for fact checkers tokens can be used by businesses to buy ads / promote content"
X Link 2022-04-14T22:39Z [----] followers, [--] engagements
"are @artgolbblers just the NFT version of @OlympusDAO 🤔"
X Link 2022-11-06T19:35Z [----] followers, [--] engagements
"say what you want but @doodles has by far the most aesthetically pleasing and mass-appealing design in the space. incredibly talented cartoonists / illustrators. will be loved by men women adults teens and kids alike"
X Link 2023-01-25T20:57Z [----] followers, [----] engagements
"perhaps inflation is so sticky / real growth strong (despite the record rate hikes) is the 2020-2021 fiscal policy. covid stimmy checks injected so much cash into personal balance sheets (savings) that even as people draw on the savings the money goes into other people's"
X Link 2023-07-05T15:07Z [----] followers, [--] engagements
"@mhdempsey I keep seeing more VCs talk about the SMB opportunity. Candidly I think this stems from: 1) hopium that GenAI app layer will magically accrue value there (since its hard in enterprise) 2) grossly underestimating SMB CAC 3) not seeing that SMBs dont want SaaS"
X Link 2023-12-30T01:36Z [----] followers, [--] engagements
"@yrechtman @mhdempsey i think tech enabled / AI enabled services are an awesome opportunity (cash flow TAM) but most investors get allergic reaction from the word services :/"
X Link 2023-12-30T01:38Z [--] followers, [--] engagements
"Excited to share that I launched @tryoffdeal - an AI broker for buying small businesses. It uses custom-built AI agents to help buyers find diligence and engage thousands of off-market potential acquisition targets each week. Finding the right small business to acquire is painfully manual and tedious an average buyer takes almost two years to buy one OffDeal solves this by putting deal sourcing on autopilot. Our AI broker 🕵♂ Scours through millions of SMBs to build an initial list using AI search 🧠 Automatically researches each one to ensure criteria match using custom AI web agents ✉"
X Link 2024-03-08T17:01Z [----] followers, 15K engagements
"$NVIDIA is worth more than the entire TSX market cap"
X Link 2024-05-28T21:49Z [----] followers, [---] engagements
"it took longer than i expected but i was largely right when i wrote this in march [----]. Apple is using its own silicon not nvidia"
X Link 2024-06-11T00:01Z [----] followers, [---] engagements
"NVIDIA added $3 Trillion in market cap over the last [--] months"
X Link 2024-06-19T21:01Z [----] followers, [---] engagements
"1/ Thrilled to announce that @tryoffdeal raised $4.7M in seed funding 🥳 We're building an AI-native investment bank offering small business owners a faster cheaper way to sell their companies at premium prices. Full breakdown below 🧵👇"
X Link 2024-09-12T17:10Z [----] followers, 10.6K engagements
"2/ Nearly half of all small businesses in the U.S. 12M companies are owned by baby boomers. With the average boomer at [--] today and the last hitting retirement age by [----] some $10T worth of companies will change hands this decade. But there's a big problem 🚨"
X Link 2024-09-12T17:10Z [----] followers, [---] engagements
"8/ These are just a few examples of the many AI tools we've built so that our advisors can focus on what matters - strategic advice and client support. This allows us to bring our clients to market much faster intro them to the best buyers and sell for a higher price"
X Link 2024-09-12T17:10Z [----] followers, [--] engagements
"9/ Our vision is to build the Goldman Sachs for SMBs - a gold standard for top-tier quality financial services for the backbone of the American economy. If you're looking to sell or buy a small business please reach out http://www.offdeal.io http://www.offdeal.io"
X Link 2024-09-12T17:10Z [----] followers, [---] engagements
"i wonder if there is a way to create an incentive for folks to pour over government spending data for the most ridiculous uses of tax dollars and give a bounty prize if your idea is chosen. you get tens of thousands of motivated data nerds scouring govt records to find waste. All actions of the Department of Government Efficiency will be posted online for maximum transparency. Anytime the public thinks we are cutting something important or not cutting something wasteful just let us know We will also have a leaderboard for most insanely dumb All actions of the Department of Government"
X Link 2024-11-14T22:30Z [----] followers, [---] engagements
"@elonmusk i wonder if there is a way to create an incentive for folks to pour over government spending data for the most ridiculous uses of tax dollars and give a bounty prize if your idea is chosen. you get tens of thousands of motivated data nerds scouring govt records to find waste"
X Link 2024-11-14T22:31Z [----] followers, [---] engagements
"i would also add an AI manager that tracks all of your customer comms at salesperson level and tells you all of your to dos for the day. can also build something similar for other functions that tracks asana / slack / notion and tells you what you need to do for the day and if youre blocking someone. we experimented with o1 api on both of the above and it works really well"
X Link 2025-01-02T19:07Z [----] followers, [---] engagements
"@OneManLBO when I speak to hvac owners they are shocked (and saddened) to hear about the difference in multiples paid for resi maintenance vs comm new construction. many choose not to sell for 2.5x and just keep running their biz"
X Link 2025-02-06T13:29Z [----] followers, [---] engagements
"@SullyOmarr flip coin. you have an anti-moat if your tech stack is not well understood by LLMs and you ship at 1/10th the speed of someone else who can [--] shot it"
X Link 2025-03-02T21:12Z [----] followers, [--] engagements
"🚨 BREAKING🚨 We just ran an EMERGENCY 24-hour hackathon to launch the first-ever AI Trump Tariff Impact Calculator for small businesses. Instantly see: ✅ Key inputs impacted ✅ Tariff rates & sourcing ✅ Cost impact & price adjustments 100% free instant no signup: 👉 https://offdeal.io/tariffsutm_source=twitter https://offdeal.io/tariffsutm_source=twitter"
X Link 2025-04-10T16:42Z [----] followers, [--] engagements
"@jeremyyamaguchi the hard part for most entrepreneurs will be to source diligence structure and acquire enough targets per year. it is not easy and there is a whole industry (PE) that does it for a living"
X Link 2025-04-11T18:35Z [----] followers, [---] engagements
"better price discovery will drive multiples higher but the main benefit is for sellers - transaction certainty. more buyers higher likelihood it will sell. at the end of the day the risk profile of $1m ebitda hvac biz and one of a $25m ebitda hvac biz is so fundamentally different that a multiple arb will continue to exist"
X Link 2025-05-09T15:04Z [----] followers, [--] engagements
"@Will_Schryver plenty of guys doing commercial. i constantly hear from owners the pride that they have a $3M job with XYZ F1000 company. they do not seem to understand that their 60% customer concentration makes them unsellable"
X Link 2025-05-17T20:55Z [----] followers, [----] engagements
"@7figtradesman @Will_Schryver if your overall revenue for the year is 4-5 mil a year and it consists of a handful of jumbo projects (esp where youre a sub) that makes it a lot less palatable to a private equity buyer. especially if its new construction and not retrofits. do you have a different view"
X Link 2025-05-18T01:22Z [----] followers, [---] engagements
"just spoke to a small business owner who hired [--] devs this year in India to build their own lightweight "80/20" ERP after getting $100K+ licensing quotes from NetSuite. He said AI made it possible. The business was founded in [----] btw"
X Link 2025-05-30T17:44Z [----] followers, [----] engagements
"In our business every inbound call is a potential $500k+ fee and trust is paramount. is it worth the risk i havent lead in on voice ai here yet but im tempted. No business should be answering their phones with humans anymore. At worst an AI voice agent can pick up on the first ring triage and send to a human. At best they fully handle the call. Im seeing an explosion of call answeringapps along these lines especially for SMBs. No business should be answering their phones with humans anymore. At worst an AI voice agent can pick up on the first ring triage and send to a human. At best they"
X Link 2025-06-01T23:42Z [----] followers, [----] engagements
"Predicting the big trends is very hard (though lucrative) - especially when the ground is shifting under our feet in real time. I much prefer the opposite - betting on things that WONT change (h/t Jeff Bezos) In my world - thats the permanent and structural need for IB services. People will always want to sell their business for the best terms with least work/stress etc. Nobody will ever complain to GS or Evercore that they sold their company for too much or raised capital at too good of a valuation. Betting on this staying the same is quite safe. Then you can take a view on how to deliver"
X Link 2025-06-02T00:28Z [----] followers, [----] engagements
"@DampestSnake i think a new pool of capital will emerge targeting AI-enabled rollups. Higher IRR than PE lower IRR than VC. the right founding team for each roll up will be essential (PE + eng + domain expert"
X Link 2025-06-02T16:51Z [----] followers, [--] engagements
"@tanayj and its mostly API not consumer"
X Link 2025-06-03T01:46Z [----] followers, [----] engagements
"We do need a Cursor for Slides. No serious person in finance or consulting would use Gamma for any client deliverables. Making slides manually feels especially painful now that you know Cursor for slides should exist but doesnt. Making slides manually feels especially painful now that you know Cursor for slides should exist but doesnt"
X Link 2025-06-07T13:13Z [----] followers, 806.1K engagements
"@MarketingMax ya maybe thats a good analogy. no serious banker / hedge fund / PE would use Keynote or Numbers lol"
X Link 2025-06-08T16:42Z [----] followers, [----] engagements
"This is really cool and pretty impressive but we still need a Cursor for "Corporate America" slides - you know the ones that support like 80% of the world's GDP. "This is really Cursor for Slides. Everything else is a toy" https://t.co/IOdTSUBIug "This is really Cursor for Slides. Everything else is a toy" https://t.co/IOdTSUBIug"
X Link 2025-06-18T17:18Z [----] followers, 41.8K engagements
"one of the last GTM channels free of AI slop. for now. Stripe and OpenAI both launched podcasts this week Guess you either die a startup or live long enough to launch a podcast Stripe and OpenAI both launched podcasts this week Guess you either die a startup or live long enough to launch a podcast"
X Link 2025-06-22T22:37Z [----] followers, [---] engagements
"The bar for "good" customer service for lower middle market / SMBs is so laughably low. For example something as simple as getting three years of financials can take multiple months (). Why Because many local SMB "accountants" will just refuse to share them - even when the owner is yelling at them in all caps ordering them to release them. I've never seen anything like it - but it's extremely common in the deals we're seeing. One could argue their incentives are misaligned - they don't want to "lose" a client but their lack of professionalism is definitely not helping them keep one either. No"
X Link 2025-07-07T15:43Z [----] followers, [----] engagements
"why is sweetgreen asking for a tip for a robot self serve option :s"
X Link 2025-07-08T00:35Z [----] followers, [---] engagements
"the main value prop is creating a competitive process/ auction for the business no doubt. spending weeks on finessing logos in a CIM that nobody ever reads is a huge waste of time. our memo-style CIMs (30 pages 5-6K words) have been a huge hit with buyers and help the deal move along"
X Link 2025-07-10T19:01Z [----] followers, [---] engagements
"o3-pro is awesome for super complex problems but i wish they exposed more of the "reasoning" thoughts the way regular o3 / Gemini [---] pro does. first it's just better UX than waiting 5-10 minutes but also helpful to understand how the model arrived at its answer"
X Link 2025-07-10T20:10Z [----] followers, [---] engagements
"is it just me or o3 gives WAY too many tables. no matter what question you ask it every answer is presented as a giant table - is this what user feedback showed OpenAI as the most optimal UX it pushed me to use Claude/Gemini more because of it"
X Link 2025-07-10T22:38Z [----] followers, [----] engagements
"Excellent write up. This is exactly why we are not building software for banks but instead building an investment bank from scratch. A lot of productivity gaps exist due to coordination tax / waterfall project mgmt - technology alone doesn't solve this. We solve this by running 2-person pods and removing unnecessary levels of review / revisions / team bloat. People often ask me why banking hours are so bad What are people even doing for [--] hours a day There has to be a way to make it more efficient Some of my thoughts below Banking hours are not necessarily bad because of the sheer volume but"
X Link 2025-07-11T20:03Z [----] followers, 11.6K engagements
"Windsurf saga has been so insane over last [--] hours. I wonder if team used bankers on this or a bunch of engineers raw dogged such a complicated sell side"
X Link 2025-07-14T19:30Z [----] followers, [----] engagements
"Wall Street's playbook works well but only for billion-dollar deals - it breaks below the middle market. Big banks run oversized teams on outdated software making smaller M&A deals uneconomical. This leaves millions of small business owners with nowhere to turn. Until now"
X Link 2025-07-29T13:51Z [----] followers, 16.6K engagements
"Were building what Goldman Sachs would have looked like if it was built today - in [----]. Our engineers built software to automate analyst work with AI so our in-house bankers can focus on dealmaking and delivering life-changing exits to our clients"
X Link 2025-07-29T13:51Z [----] followers, 12.6K engagements
"Were scaling fast and hiring across all roles - if you or someone you know is interested in building the future of investment banking wed love to hear from you https://x.com/leveredvlad/status/1950192434790457849 Excited to share that @tryoffdeal has raised a $12M Series A to build the worlds first AI-native investment bank less than [--] months after our Seed. This year we already launched over [--] M&A sell-sides and delivered numerous multi-million $ exits to our clients. A quick 🧵 https://t.co/QNExbOlFst https://x.com/leveredvlad/status/1950192434790457849 Excited to share that @tryoffdeal"
X Link 2025-07-29T13:51Z [----] followers, 15.8K engagements
"Let's build the future of investment banking together. NEW: At the firm that bills itself as the first AI-native investment bank the MDs are [--] years old and in line for a $2mn bonus: https://t.co/qTpInNZq5H https://t.co/viIWZ5ytrV NEW: At the firm that bills itself as the first AI-native investment bank the MDs are [--] years old and in line for a $2mn bonus: https://t.co/qTpInNZq5H https://t.co/viIWZ5ytrV"
X Link 2025-07-29T14:33Z [----] followers, 129.8K engagements
"@markgallagher_2 investing in a j curve bets that require upfront r&d"
X Link 2025-07-30T02:24Z [----] followers, [---] engagements
"Yesterday's @FinancialTimes article went super viral and we got flooded with questions about the $2M banker bonus. The math is pretty simple actually: $5M EBITDA business sells for 6x $30M EV - $1.5M fee $1.5M fee - $300K bonus to banker And that's just one deal. If you're a banker interested in running your own deals and using the most cutting edge AI we'd love to hear from you. We're drowning in deal flow and need help. Apply on our website"
X Link 2025-07-30T20:10Z [----] followers, 70.8K engagements
"Had so much fun chatting with @andrewrsorkin @BeckyQuick and @JoeSquawk about the future of investment banking. The junior banker powerpoint grind is coming to an end"
X Link 2025-08-04T12:27Z [----] followers, 179.2K engagements
"I don't think people realize just how many small businesses there are in america - just $10-100M in revs is 175k+ of which 5-10% change hands each year. yes there are a lot of "brokers" / LMM banks - but they make up 20% of all closed deals in the space. The rest are largely done DIY by business owners today (which has been very profitable for private equity) Very interesting discussion here around the future of investment banking and AI Some thoughts Grok estimates that roughly [-----] businesses in the U.S. generate $1-10M in profit Businesses of this size are typically valued at 3-5x EBITDA"
X Link 2025-08-04T14:19Z [----] followers, 34.7K engagements
"ya about 1/3 of owners have a succession plan in place (ESOP or kids or employee) the other 2/3 doesn't. For sub 500k in EBITDA it's really hard to sell to a PE (even as an add-on). One thing that we're watching is SMB-to-SMB M&A. We're testing this out right now - took on a 300k EBITDA painting business and matched it with another painting business in the same town. Make a lot of sense since don't need SBA have local knowledge etc"
X Link 2025-08-04T14:53Z [----] followers, [---] engagements
"@nateliason strongly agree - the incremental dollar wont make a dent in 401k but would have very high ROI in upskilling yourself"
X Link 2025-08-04T19:31Z [----] followers, [---] engagements
"It's kinda funny to see banks SCRAMBLING to retain talent. Just make the job more palatable for people christ. For people interested in investment banking without the bs / loyalty tests we're hiring lots of bankers Interesting to see the way IBs are combating PE recruiting. Basically if you recruit and disclose youll be moved to a diff business segment. Kinda defeats the point of PE funds recruiting early and expecting analysts to gain deal experience. Still seems like the best move for Interesting to see the way IBs are combating PE recruiting. Basically if you recruit and disclose youll be"
X Link 2025-08-05T19:35Z [----] followers, 97.2K engagements
"i can easily see PE moving towards hiring straight out of college (some already doing so). and what if someone actually wants to be a deal maker at our company you get to practice client facing skills since day [--] - sales negotiations rapport building etc. ai tools can actually help you learn faster (not fighting for associates / vp time to answer a question) etc. the first 5-6 years at a bank today do not position you well to be good at closing deals. most of it spent on formatting charts and excel models"
X Link 2025-08-05T22:48Z [----] followers, [---] engagements
"The easy way to avoid this trap is for founders to build a company that benefits from 'riding the wave' - i.e. your product / service gets better and better with each new product release from the frontier labs. Very few people seem to do this. Foundation model providers like @OpenAI and @AnthropicAI have abandoned the pure infrastructure play. They're vertically integrating at unprecedented speed: OpenAI's Agent Mode Claude Code Deep Research. Your startup's success becomes their product roadmap. Build something https://t.co/O7QI2gv2as Foundation model providers like @OpenAI and @AnthropicAI"
X Link 2025-08-06T00:21Z [----] followers, [----] engagements
"If teens and twenty somethings can start and build multi billion dollar companies surely some of them can also run a $3M ebitda sell side. To me this is almost entirely a talent quality issue - both at the top and the bottom of the org - rather than about their age. Can someone please explain to me how Benchmark International lets Class of [----] undergrads run point on $3M EBITDA deals Can someone please explain to me how Benchmark International lets Class of [----] undergrads run point on $3M EBITDA deals"
X Link 2025-08-09T15:25Z [----] followers, 18.7K engagements
"not to mention going from 80/20 to 90/10 to 99/1 gets logarithmically harder. you cant really vibe code production grade / enterprise grade apps (at least not yet not today). building products is still really hard. I will take the other side of this. Creating MVPs of well known SaaS platforms was never the bottleneck The constraining factor for most startups is distribution. You can have best product but it is worth zero without marketing Engineers dont appreciate distribution enough https://t.co/xDEbdY1T5F I will take the other side of this. Creating MVPs of well known SaaS platforms was"
X Link 2025-08-26T06:16Z [----] followers, [----] engagements
"It's been just over two years since I wrote my bear case for "AI for PE" solutions. So far I haven't seen anyone truly crack that category. Perhaps a "Cursor for Excel" will catch fire with PE Excited to announce Hopkins PE the AI agent for private equity. Hopkins tackles the entire diligence process from the heavy lifting in data room analysis to presentation materials creation plus deal sourcing and outreach so PE firms can earn back time and focus on https://t.co/Ea5cEWMt0W Excited to announce Hopkins PE the AI agent for private equity. Hopkins tackles the entire diligence process from the"
X Link 2025-09-05T02:56Z [----] followers, 35.6K engagements
"they had to add the word "megabank" because they knew OffDeal beat them to the punch 😉 but like i said before it's not just about the software - you need to innovate on org chart + incentives to get this right. Excited to share that @tryoffdeal has raised a $12M Series A to build the worlds first AI-native investment bank less than [--] months after our Seed. This year we already launched over [--] M&A sell-sides and delivered numerous multi-million $ exits to our clients. A quick 🧵 https://t.co/QNExbOlFst Excited to share that @tryoffdeal has raised a $12M Series A to build the worlds first"
X Link 2025-10-01T14:34Z [----] followers, [----] engagements
"These are the stats for PE outreach in the landscaping industry. Whoever runs that survey should get into private equity since they were able to find the 28% of the cos that never get hit up"
X Link 2025-10-03T21:14Z [----] followers, [---] engagements
"2/ Google Research may have been relatively quiet in [----] but they were certainly busy. In particular they made huge progress in: - Language Models - Computer Vision - Generative Models - Multimodal Models Let's dig in"
X Link 2023-01-24T14:02Z [----] followers, [----] engagements
"3/ 📕Language Models Google developed its take on GPT-3 - a 540bn parameter PaLM model (3x the size of GPT). Despite its size it's incredibly efficient as it can sparsely activate only parts of the neural network instead of the whole thing. So what can you do with it"
X Link 2023-01-24T14:02Z [----] followers, [----] engagements
"@awilkinson We built a custom workflow with hello sign api and saved over 90%. We do a lot of NDAs (100+ per deal) and docusign was highway robbery"
X Link 2025-02-21T04:07Z [----] followers, [---] engagements
"Been getting lots of messages on this morning. Some thoughts: Sam Altman has said this countless times - build with the assumption that the models will keep getting radically better. Spending months building scaffolding to patch current model limitations has been a losing bet for most. The ground shifts too quickly. At OffDeal we've built our business around that reality - every new model unlocks new capabilities for us. This OpenAI announcement further validates our thesis. From day one instead of betting on a 'tech moat' we've invested heavily into compounding a powerful data flywheel. With"
X Link 2025-10-21T14:49Z [----] followers, 39.9K engagements
"Zero surprise here if true. This is why we decided to build our own investment bank de novo - designing the org chart and comp structure for the AI future from day [--]. Much better career path for high slope junior bankers than BB imo. BREAKING: JP Morgan is considering cutting junior investment banking roles and outsourcing them to India https://t.co/a7glYToK0K BREAKING: JP Morgan is considering cutting junior investment banking roles and outsourcing them to India https://t.co/a7glYToK0K"
X Link 2025-10-24T15:56Z [----] followers, 38K engagements
"Curious how OpenAI approaches context engineering in this feature. I.e. is it basic RAG (pre-processed) or more similar to Claude Code's "grep' function (just-in-time) etc. Putting the most relevant data into context at the right time is a v hard technical challenge. so much of work is what I like to call the work around work - switching between systems chasing context and stitching tools together to get things done company knowledge in chatgpt now does this for you it can reason across tools like slack sharepoint google drive https://t.co/pZPamQ30JK so much of work is what I like to call the"
X Link 2025-10-24T17:05Z [----] followers, [----] engagements
"Building a full-stack AI company removes this headache. We ride the model curve and increase our capabilities with each update. Our moat is in the 1P data and its flywheel not in our ability to build an AI DCF builder. My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of the foundational model providers. App functionality will be added to the foundational models' offerings because the big players aren't slow incumbents (it is wrong to My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of"
X Link 2025-11-11T02:01Z [----] followers, [----] engagements
"@rohitdotmittal Bain Capital Ventures A16Z (has at least one IT MSP roll up) Elad Gil Wrote about this trend over a year ago - provide some additional names there. https://www.fullydistributed.co/p/stop-building-saas-for-smbsbuy-themutm_campaign=post&utm_medium=web https://www.fullydistributed.co/p/stop-building-saas-for-smbsbuy-themutm_campaign=post&utm_medium=web"
X Link 2025-11-11T05:48Z [----] followers, [---] engagements
"This is very true - especially the last point. Ive been spending 30-50% of my time on recruiting/sourcing talent and know other rounds doing same. I think it's probably as hard as it's ever been to build a talent-dense early stage team. The core dynamic is that options other than joining an early stage startup are more attractive than ever. Big companies are genuinely appealing places to work mid stage companies let you I think it's probably as hard as it's ever been to build a talent-dense early stage team. The core dynamic is that options other than joining an early stage startup are more"
X Link 2025-11-22T01:17Z [----] followers, [----] engagements
"@SMB_Attorney Generally agree; couple of thoughts: AI is great at: [--]. Reducing back and forth w/ counsel [--]. Explaining things [--]. Catching things (even when we work with top3 BigLaw firm) Frontier models are better than the MEDIAN US M&A attorney. And will get even better"
X Link 2025-12-21T20:56Z [----] followers, [----] engagements
"Generally agree; couple of thoughts: AI is great at: [--]. Reducing back and forth w/ counsel [--]. Explaining things [--]. Catching things (even when we work with top3 BigLaw firm) Frontier models are better than the MEDIAN US M&A attorney. And will get even better. Can I be real with you guys for a second This is stupid. There are a RIDICULOUS amount of traps for the unwary in M&A. For example our baseline checklist has 120+ steps on it. Heres some real things that can go wrong off the top of my head: hidden liens and Can I be real with you guys for a second This is stupid. There are a"
X Link 2025-12-21T20:56Z [----] followers, [----] engagements
"Got banned from LogoIntern (they think we're a competitor 😂) so wanted to see if I can just build our own version myself with Claude Code. In [--] minutes was able to get a 90/10 tool that finds most logos removes background and fixes colorization. RIP SaaS"
X Link 2026-01-13T16:38Z [----] followers, [----] engagements
"@nic_carter software on demand is here"
X Link 2026-01-13T16:46Z [----] followers, [---] engagements
"Bolting on AI to existing workflows will result in only marginal (20-30%) productivity gains. We started an i--bank from scratch to revisit how work gets done from first principles (in ai-native way) and are already seeing 4-6x gains and expect this to climb further. You only have [--] years to start an AI-native investment bank before all the big ones let their analysts use this. You only have [--] years to start an AI-native investment bank before all the big ones let their analysts use this"
X Link 2026-01-24T17:03Z [----] followers, [--] engagements
"Bolting on AI to existing workflows will result in only marginal (20-30%) productivity gains. We started an investment bank from scratch to revisit how work gets done from first principles (in ai-native way) and are already seeing 4-6x gains and expect this to climb further. You only have [--] years to start an AI-native investment bank before all the big ones let their analysts use this. You only have [--] years to start an AI-native investment bank before all the big ones let their analysts use this"
X Link 2026-01-24T17:03Z [----] followers, 17.4K engagements
"this is from a portfolio mgr at a multi bn $ fund. first gradually then suddenly. FEEL THE AGI"
X Link 2026-01-30T22:50Z [----] followers, 807.5K engagements
"We're constantly re-imagining our banker take home test (excel model + materials) given the ramp in AI capabilities. To do so we get my technical cofounder (zero IB experience) to attempt solving it with AI. Since Opus [---] he's been able to one-shot it every single time"
X Link 2026-02-12T20:02Z [----] followers, 26.6K engagements
"@WagieCapital no just trying to get smart bankers in to do deals. but the more 'technical' part of the job - like complex LBO modeling etc is getting solved with AI making the signal weaker. we can always make them do it live in person but becomes less scalable ofc"
X Link 2026-02-12T20:16Z [----] followers, [----] engagements
"@FadeTheNormies @WagieCapital yes agree 100% trying to figure out how to structure this and more importantly what is the most important skill to test for at this stage. ideas welcome :)"
X Link 2026-02-12T22:03Z [----] followers, [---] engagements
"@erichlang [--] + [--] more will close Q1"
X Link 2026-02-13T03:48Z [----] followers, [--] engagements
"Claude Code for Foreign Policy"
X Link 2026-02-13T23:06Z [----] followers, [---] engagements
"Excited to share that @tryoffdeal has raised a $12M Series A to build the worlds first AI-native investment bank less than [--] months after our Seed. This year we already launched over [--] M&A sell-sides and delivered numerous multi-million $ exits to our clients. A quick 🧵"
X Link 2025-07-29T13:51Z [----] followers, 847.7K engagements
"We do need a Cursor for Slides. No serious person in finance or consulting would use Gamma for any client deliverables. Making slides manually feels especially painful now that you know Cursor for slides should exist but doesnt. Making slides manually feels especially painful now that you know Cursor for slides should exist but doesnt"
X Link 2025-06-07T13:13Z [----] followers, 806.1K engagements
"Making slides manually feels especially painful now that you know Cursor for slides should exist but doesnt"
X Link 2025-06-06T17:37Z 1.8M followers, 2.7M engagements
"Last year I raised $5M to build a brand new investment bank from scratch. Not software for banks or a fintech marketplace - a real M&A advisory firm. This is a very long post explaining what we're doing why and how it's going (sorry I don't like threads). OffDeal: The First AI-Native Investment Bank Tech only drives step-change in productivity when it is fused to appropriate org design incentives and culture - this is why we launched OffDeal as a full-stack investment bank rather than a software product for incumbent banks. Our first battleground is lower-middle-market M&Adeals in the $5-50 m"
X Link 2025-06-03T22:03Z [----] followers, 95.3K engagements
"Let's build the future of investment banking together. NEW: At the firm that bills itself as the first AI-native investment bank the MDs are [--] years old and in line for a $2mn bonus: https://t.co/qTpInNZq5H https://t.co/viIWZ5ytrV NEW: At the firm that bills itself as the first AI-native investment bank the MDs are [--] years old and in line for a $2mn bonus: https://t.co/qTpInNZq5H https://t.co/viIWZ5ytrV"
X Link 2025-07-29T14:33Z [----] followers, 129.8K engagements
"NEW: At the firm that bills itself as the first AI-native investment bank the MDs are [--] years old and in line for a $2mn bonus: https://on.ft.com/44SM1E0 https://on.ft.com/44SM1E0"
X Link 2025-07-29T10:51Z 21.4K followers, 602.2K engagements
"Yesterday's @FinancialTimes article went super viral and we got flooded with questions about the $2M banker bonus. The math is pretty simple actually: $5M EBITDA business sells for 6x $30M EV - $1.5M fee $1.5M fee - $300K bonus to banker And that's just one deal. If you're a banker interested in running your own deals and using the most cutting edge AI we'd love to hear from you. We're drowning in deal flow and need help. Apply on our website"
X Link 2025-07-30T20:10Z [----] followers, 70.8K engagements
"Today we won our first proper bake off against [--] boutique M&A firms for a $2M EBITDA sell-side. The seller chose us despite us being [--] years old and having HIGHER fees than the rest. He said he really liked our young energy and speed (we delivered a full buyer list + comps within [--] hours of our intro call). It's time to prove him right"
X Link 2025-05-29T23:09Z [----] followers, 91.5K engagements
"1/ @Stepnofficial: - new Move-2-Earn crypto fitness game - pays users $$$ for exercising - built on @solana & backed by @sequoia - absolutely exploding in popularity 🚀🚀🚀 In this essay I explain why I think it can become the next @AxieInfinity 🧵👇 https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness"
X Link 2022-02-16T12:02Z [----] followers, [---] engagements
"It's kinda funny to see banks SCRAMBLING to retain talent. Just make the job more palatable for people christ. For people interested in investment banking without the bs / loyalty tests we're hiring lots of bankers Interesting to see the way IBs are combating PE recruiting. Basically if you recruit and disclose youll be moved to a diff business segment. Kinda defeats the point of PE funds recruiting early and expecting analysts to gain deal experience. Still seems like the best move for Interesting to see the way IBs are combating PE recruiting. Basically if you recruit and disclose youll be"
X Link 2025-08-05T19:35Z [----] followers, 97.2K engagements
"Interesting to see the way IBs are combating PE recruiting. Basically if you recruit and disclose youll be moved to a diff business segment. Kinda defeats the point of PE funds recruiting early and expecting analysts to gain deal experience. Still seems like the best move for analysts is to simply recruit and stfu about it. No other way around it NEWS: Bank of America has implemented new measures to address IB analysts recruiting for PE. If analysts receive and disclose a PE offer before theyve been working for at least [--] months they will be moved to another business line. After [--] months"
X Link 2025-08-05T19:27Z 474K followers, 228.3K engagements
"I did an MBA at Harvard to have work visa security while I work on my startup. I had a great time but in practice MBA is more likely to convince someone NOT to be a founder than the opposite - you're rubbing shoulders with very risk averse people. I have since also done YC and think it's a much better "MBA" - and one where you get capital and connectivity to really make something happened in a time-boxed environment. Would recommend that path over an MBA for anyone seriously considering it. For those getting an MBA and going into operating roles why not just skip the MBA and start a company"
X Link 2025-06-16T14:19Z [----] followers, 91.1K engagements
"For those getting an MBA and going into operating roles why not just skip the MBA and start a company instead I presume you'd learn 10x more about business from trying to build one vs. marketing class or "touchy feely". Am I missing something"
X Link 2025-06-16T04:32Z [----] followers, 130.2K engagements
"1/ Last week @Stepnofficial exceeded 2M MAUs / 500k DAUs and became a top [--] project by market cap flipping @AxieInfinity. So you want to get involved but unsure how Then this guide to the STEPNverse is for you 🧵👇"
X Link 2022-05-05T12:25Z [----] followers, [---] engagements
"Had so much fun chatting with @andrewrsorkin @BeckyQuick and @JoeSquawk about the future of investment banking. The junior banker powerpoint grind is coming to an end"
X Link 2025-08-04T12:27Z [----] followers, 179.2K engagements
"🚨HIRING INVESTMENT BANKERS $300-500K+ COMP🚨 Were growing far faster than planned and need more [--] investment bankers to meet demand. Case study: Sam Mielke joined OffDeal four months ago. Today hes running [--] exclusive sell-side mandates worth $3.8M in signed fees and another $14M in active pipeline. At his current clip hes on pace to generate $10M+ in fees in his first year at OffDeal. At OffDeal were building what Goldman Sachs would look like if it launched today: an AI-native investment banknot a marketplaceserving companies up to $100M in revenue. We give you cutting edge proprietary AI"
X Link 2025-05-28T20:49Z [----] followers, 138.1K engagements
"Been getting lots of messages on this morning. Some thoughts: Sam Altman has said this countless times - build with the assumption that the models will keep getting radically better. Spending months building scaffolding to patch current model limitations has been a losing bet for most. The ground shifts too quickly. At OffDeal we've built our business around that reality - every new model unlocks new capabilities for us. This OpenAI announcement further validates our thesis. From day one instead of betting on a 'tech moat' we've invested heavily into compounding a powerful data flywheel. With"
X Link 2025-10-21T14:49Z [----] followers, 39.9K engagements
"This is really cool and pretty impressive but we still need a Cursor for "Corporate America" slides - you know the ones that support like 80% of the world's GDP. "This is really Cursor for Slides. Everything else is a toy" https://t.co/IOdTSUBIug "This is really Cursor for Slides. Everything else is a toy" https://t.co/IOdTSUBIug"
X Link 2025-06-18T17:18Z [----] followers, 41.8K engagements
""This is really Cursor for Slides. Everything else is a toy""
X Link 2025-06-18T06:53Z [----] followers, 383.7K engagements
"1/ @UXDProtocol: -new algo stablecoin backed by a delta neutral position using perpetual swaps 🧠 -built on @solana -backed by @multicoin & @AlamedaResearch In this essay I explain how UXD might outcompete @terra_money @circlepay and @tether https://tinyurl.com/2p8paa6j https://tinyurl.com/2p8paa6j"
X Link 2022-03-23T12:38Z [----] followers, [---] engagements
"say what you want but @doodles has by far the most aesthetically pleasing and mass-appealing design in the space. incredibly talented cartoonists / illustrators. will be loved by men women adults teens and kids alike"
X Link 2023-01-25T20:57Z [----] followers, [----] engagements
"gm. where my @doodles at #9486"
X Link 2022-04-15T20:10Z [----] followers, [---] engagements
"I don't think people realize just how many small businesses there are in america - just $10-100M in revs is 175k+ of which 5-10% change hands each year. yes there are a lot of "brokers" / LMM banks - but they make up 20% of all closed deals in the space. The rest are largely done DIY by business owners today (which has been very profitable for private equity) Very interesting discussion here around the future of investment banking and AI Some thoughts Grok estimates that roughly [-----] businesses in the U.S. generate $1-10M in profit Businesses of this size are typically valued at 3-5x EBITDA"
X Link 2025-08-04T14:19Z [----] followers, 34.7K engagements
"Very interesting discussion here around the future of investment banking and AI Some thoughts Grok estimates that roughly [-----] businesses in the U.S. generate $1-10M in profit Businesses of this size are typically valued at 3-5x EBITDA on average based on transaction data available With [-----] businesses (midpoint) and using the average EBITDA multiple + transaction fee of 5% on the TEV total whitespace market here is nearly $19B conservatively As Offdeal ramps up they will certainly start competing for larger deals but absolutely insane to me that a $19B market today has been left alone by"
X Link 2025-08-04T14:11Z 163.6K followers, 175.5K engagements
"It's been just over two years since I wrote my bear case for "AI for PE" solutions. So far I haven't seen anyone truly crack that category. Perhaps a "Cursor for Excel" will catch fire with PE Excited to announce Hopkins PE the AI agent for private equity. Hopkins tackles the entire diligence process from the heavy lifting in data room analysis to presentation materials creation plus deal sourcing and outreach so PE firms can earn back time and focus on https://t.co/Ea5cEWMt0W Excited to announce Hopkins PE the AI agent for private equity. Hopkins tackles the entire diligence process from the"
X Link 2025-09-05T02:56Z [----] followers, 35.6K engagements
"Some say I started OffDeal to help small businesses others say I did it to get on @tbpn Excited to jam with @jordihays and @johncoogan about building an AI investment bank in a couple of hours OffDeal raises a $12M Series A round led by Radical Ventures to build the first AI-native investment bank. Founded by @leveredvlad (ex-Wall Street banker) and @alstonthelin (former Meta engineer) OffDeal uses custom software to automate back-office workflows like pitch decks https://t.co/Ww95s4m5A9 OffDeal raises a $12M Series A round led by Radical Ventures to build the first AI-native investment bank."
X Link 2025-07-29T17:50Z [----] followers, 31.8K engagements
"OffDeal raises a $12M Series A round led by Radical Ventures to build the first AI-native investment bank. Founded by @leveredvlad (ex-Wall Street banker) and @alstonthelin (former Meta engineer) OffDeal uses custom software to automate back-office workflows like pitch decks and buyer outreach allowing its lean in-house team to focus purely on negotiation and closing. The firm has closed 10+ deals and is targeting $100M in revenue by [----]. As Ori Eldarov (Co-Founder & CEO) puts it: "We're building what Goldman Sachs would look like if it were started today." We're bringing him on today at"
X Link 2025-07-29T17:37Z 217.3K followers, 57.1K engagements
"1/ In December [----] @Nike shocked the world with its acquisition of a digital fashion startup @RTFKT. Is the future of fashion. digital Let's explore why a leading apparel manufacturer is betting big on web3 and the metaverse. A 🧵👇 https://fullydistributed.substack.com/p/nike-x-rtfkt-unlocking-the-digital https://fullydistributed.substack.com/p/nike-x-rtfkt-unlocking-the-digital"
X Link 2022-09-07T21:24Z [----] followers, [---] engagements
"We recently made a (risky) decision to switch to memo-style CIMs to optimize them for LLMs. The feedback from our PE buyers has been phenomenal - they love the new format and the # of DDQs dropped by 80%. And we can now make a CIM in [--] minutes. This is the way"
X Link 2025-07-10T16:50Z [----] followers, 15.9K engagements
"If teens and twenty somethings can start and build multi billion dollar companies surely some of them can also run a $3M ebitda sell side. To me this is almost entirely a talent quality issue - both at the top and the bottom of the org - rather than about their age. Can someone please explain to me how Benchmark International lets Class of [----] undergrads run point on $3M EBITDA deals Can someone please explain to me how Benchmark International lets Class of [----] undergrads run point on $3M EBITDA deals"
X Link 2025-08-09T15:25Z [----] followers, 18.7K engagements
"Can someone please explain to me how Benchmark International lets Class of [----] undergrads run point on $3M EBITDA deals"
X Link 2025-08-08T16:25Z [----] followers, 29.2K engagements
"An MD at a large bank told me he'd be concerned with "black box" outputs of AI models in our materials. I said I'm more concerned about the outputs of his first year analyst running on [--] hours of sleep"
X Link 2025-05-30T14:13Z [----] followers, [----] engagements
"1/ Google just released a detailed product roadmap for its AI offerings. I read the entire thing so you don't have to. A thread on how Google may actually win the AI race🧵 Spoiler: OpenAI should be worried"
X Link 2023-01-24T14:02Z [----] followers, 32.7K engagements
"Zero surprise here if true. This is why we decided to build our own investment bank de novo - designing the org chart and comp structure for the AI future from day [--]. Much better career path for high slope junior bankers than BB imo. BREAKING: JP Morgan is considering cutting junior investment banking roles and outsourcing them to India https://t.co/a7glYToK0K BREAKING: JP Morgan is considering cutting junior investment banking roles and outsourcing them to India https://t.co/a7glYToK0K"
X Link 2025-10-24T15:56Z [----] followers, 38K engagements
"BREAKING: JP Morgan is considering cutting junior investment banking roles and outsourcing them to India"
X Link 2025-10-24T13:32Z 163.6K followers, 3.5M engagements
"@lifeofmansoor these tools need to be built by end users. too many SF people who never built a banking deck taking swings"
X Link 2025-06-07T21:59Z [----] followers, 15.1K engagements
"@Strawwww_berry you have to appeal to the [--] deadly sins. Lust - hinge/bumble Gluttony - uber eats/doordash Greed - robinhood Sloth - netflix/tiktok Wrath - X Envy - instagram Pride - linkedin/strava"
X Link 2025-02-24T13:45Z [----] followers, [----] engagements
"/1 Fifty six seconds. That's how long it took me to generate [--] Air Jordan- inspired sneaker #designs with a fine-tuned #StableDiffusion model. Let me show you how🧵"
X Link 2022-11-29T16:39Z [----] followers, [---] engagements
"@axiomalpha cursor for powerpoint should be powerpoint. but it isnt. just like cursor should be github copilot but it isnt"
X Link 2025-06-08T03:07Z [----] followers, 11.3K engagements
"Agree with Pomp here. Importantly - we're not trying to compete with GS or Evercore - AI allows us to serve customers in the $1-10M EBITDA range but with the same quality of service that you might get at a larger Wall Street firm. AI is an enabler to do more work for the client move faster and ultimately deliver a better customer experience - all at extremely attractive unit economics"
X Link 2025-07-30T17:06Z [----] followers, [----] engagements
"Excited to share that I launched @tryoffdeal - an AI broker for buying small businesses. It uses custom-built AI agents to help buyers find diligence and engage thousands of off-market potential acquisition targets each week. Finding the right small business to acquire is painfully manual and tedious an average buyer takes almost two years to buy one OffDeal solves this by putting deal sourcing on autopilot. Our AI broker 🕵♂ Scours through millions of SMBs to build an initial list using AI search 🧠 Automatically researches each one to ensure criteria match using custom AI web agents ✉"
X Link 2024-03-08T17:01Z [----] followers, 15K engagements
".@tryoffdeal (YC W24) is an AI broker for buying small businesses. It uses custom-built AI agents to help buyers find diligence and engage thousands of potential acquisition targets each week. Congrats on the launch @leveredvlad and Alston https://www.ycombinator.com/launches/KbA-offdeal-ai-broker-for-buying-small-businesses https://www.ycombinator.com/launches/KbA-offdeal-ai-broker-for-buying-small-businesses"
X Link 2024-03-08T15:00Z 1.5M followers, 43.1K engagements
"Interviewed a candidate from GS IB team who flagged that he didn't like the "culture" there. He said he routinely works till 3-4am most weeknights and then usually both days on the weekend. The worst part was not the hours or volume of work - but waiting until 11pm to get the comments from MD. A good example of why "AI" won't solve the traditional BB / EB experience"
X Link 2025-07-13T23:58Z [----] followers, 13.5K engagements
"Aaron is precisely right. In most industries but especially finance people have a very hard time seeing how AI models WILL outperform humans on most tasks especially those that involve processing large amounts of granular data. With every model update these people have less and less legs to stand on and Im already seeing conversation steering towards taste as something models will never have. Imo human relationships EQ etc is the only truly defensible moat in high trust environments like deal making - and junior bankers do not get to work on either of those for the first [--] years of their"
X Link 2025-08-08T17:14Z [----] followers, 11.8K engagements
"It's sometimes hard to grasp the significance of the reasoning and logic updates that are starting to emerge in powerful models like GPT-5. Here's a very simple example of how powerful these models are getting. I took a recent NVIDIA earnings call transcript document that came in at [--] pages long and had [----] words. I took part of the sentence "and gross margin will improve and return to the mid-70s" and modified "mid-70s" to "mid-60s". For a remotely tuned-in financial analyst this would look out of place because the margins wouldn't "improve and return" to a lower number than the one"
X Link 2025-08-08T04:11Z 2.5M followers, 206.3K engagements
".@NorthRockLP on the merge: "ETH will shift from requiring $18mm of new money entering the asset to keep the price from declining to requiring $0.3mm exiting to keep the price from increasing. " so who will win bad macro or good tokenomics 👀"
X Link 2022-08-19T19:51Z [----] followers, [--] engagements
"Excellent write up. This is exactly why we are not building software for banks but instead building an investment bank from scratch. A lot of productivity gaps exist due to coordination tax / waterfall project mgmt - technology alone doesn't solve this. We solve this by running 2-person pods and removing unnecessary levels of review / revisions / team bloat. People often ask me why banking hours are so bad What are people even doing for [--] hours a day There has to be a way to make it more efficient Some of my thoughts below Banking hours are not necessarily bad because of the sheer volume but"
X Link 2025-07-11T20:03Z [----] followers, 11.6K engagements
"People often ask me why banking hours are so bad What are people even doing for [--] hours a day There has to be a way to make it more efficient Some of my thoughts below Banking hours are not necessarily bad because of the sheer volume but rather the unpredictability of those hours. Working [--] hours a day is bad but a lot more bearable if you know which [--] hours exactly you are working. Where things bad is that you have no idea when work is coming your way and this paralyzes you from making any plans with friends or family Unpredictability is a function of bad senior management and just nature"
X Link 2025-07-11T19:02Z 163.6K followers, 84.4K engagements
"Thanks for having me on will have to run it back soon @jordihays @johncoogan IN NEWS: @tryoffdeal has raised a $12M Series A. We brought CEO Ori Eldarov (@leveredvlad) on the show to talk about founding the first AI-native investment bank. "I'd be lying if I said we didn't consider building software for banks." "But we saw how bureaucratic large banks https://t.co/R5IfwGxSjp IN NEWS: @tryoffdeal has raised a $12M Series A. We brought CEO Ori Eldarov (@leveredvlad) on the show to talk about founding the first AI-native investment bank. "I'd be lying if I said we didn't consider building"
X Link 2025-07-30T00:12Z [----] followers, 13.3K engagements
"IN NEWS: @tryoffdeal has raised a $12M Series A. We brought CEO Ori Eldarov (@leveredvlad) on the show to talk about founding the first AI-native investment bank. "I'd be lying if I said we didn't consider building software for banks." "But we saw how bureaucratic large banks and how long it takes to inact any meaningful change. Call transcription was the number [--] requested feature (even though Zoom exists)." "I kept thinking if I was running my own bank I would do it completely differently." "We decided to go all in on building our own investment bank from scratch." Excited to share that"
X Link 2025-07-30T00:02Z 217.3K followers, 29.5K engagements
"1/ Did I become addicted to ChatGPT I was shocked at how lost and unproductive I felt whenever the site crashed for a few hours. It was almost like a drug withdrawal. Uh oh. This made me think about the future of our relationship with AI. A 🧵👇"
X Link 2022-12-27T18:00Z [----] followers, 24.2K engagements
"1/ What if you couldn't sell your NFT In this essay I discuss some non-financial applications of NFTs and how brands and artists can deliver actual utility to holders without speculative financialization. A 🧵👇"
X Link 2022-08-11T17:57Z [----] followers, [--] engagements
"The future of finance will look very different in the coming years. Were building for that future. Thanks for having me on @APompliano The world's first AI investment bank is looking to conquer Wall Street. I sat down with @leveredvlad to understand what they are doing how their technology works and why this is a better model. https://t.co/QQCF5A1vSF The world's first AI investment bank is looking to conquer Wall Street. I sat down with @leveredvlad to understand what they are doing how their technology works and why this is a better model. https://t.co/QQCF5A1vSF"
X Link 2025-07-31T19:25Z [----] followers, 42.3K engagements
"The world's first AI investment bank is looking to conquer Wall Street. I sat down with @leveredvlad to understand what they are doing how their technology works and why this is a better model"
X Link 2025-07-31T18:40Z 1.9M followers, 69.1K engagements
"1/ Have you ever wondered what life would be like if you could unlock your brain's full potential like in the movie Limitless What if I told you that this is possible now with AI Let me explain. A thread 🧵 Hint: this is not about ChatGPT 👀"
X Link 2023-02-07T14:32Z [----] followers, 31.6K engagements
"I honestly feel bad for people who still use cold email to generate proprietary deal flow. Email as a channel is getting crushed by AI. Our AI finds at least 50-100 PE buyers for each of our sell-side mandates and it pinpoints 3-4 specific people at each firm to reach about the opportunity (excluding the portco). That's anywhere from 150-400 emails per touch (not counting follow ups). We have best in class email hygiene - each email is personalized each inbox is warmed has high domain authority we pace outreach to prevent bulk sends - and our emails STILL can land in spam. Can't even imagine"
X Link 2025-07-01T16:41Z [----] followers, [----] engagements
"@DudespostingWs @grok how many people in each category can you back into spend per person"
X Link 2025-06-09T20:09Z [----] followers, 31.9K engagements
"Were building what Goldman Sachs would have looked like if it was built today - in [----]. Our engineers built software to automate analyst work with AI so our in-house bankers can focus on dealmaking and delivering life-changing exits to our clients"
X Link 2025-07-29T13:51Z [----] followers, 12.6K engagements
"many such cases. people love to hate on IB but the level of attention to detail work throughput and speed that gets drilled into you in your early years is unmatched. tech people despise ibankers until the day they realize they really need someone smart commercial capable with people + numbers who can take a lot of pain to get the job done and then they desperately try to hire them (or ones that have been techwashed by a year in bizops) tech people despise ibankers until the day they realize they really need someone smart commercial capable with people + numbers who can take a lot of pain to"
X Link 2025-07-30T22:47Z [----] followers, [----] engagements
"tech people despise ibankers until the day they realize they really need someone smart commercial capable with people + numbers who can take a lot of pain to get the job done and then they desperately try to hire them (or ones that have been techwashed by a year in bizops)"
X Link 2025-07-30T21:40Z 126.5K followers, 124K engagements
"also true for roofers plumbers pest exterminators etc. america has literally millions of amazing operators most of whom would swim circles around the median tech / finance bro in the real world. tech nerds in sf have such a narrow idea of entrepreneurship there are so many disciplines that mimic the same business skillset as a startup music artists content creators dropshippers shitposters standup comedians onlyfans models and authors are all founders too tech nerds in sf have such a narrow idea of entrepreneurship there are so many disciplines that mimic the same business skillset as a"
X Link 2025-07-28T23:54Z [----] followers, [----] engagements
"tech nerds in sf have such a narrow idea of entrepreneurship there are so many disciplines that mimic the same business skillset as a startup music artists content creators dropshippers shitposters standup comedians onlyfans models and authors are all founders too"
X Link 2025-07-28T21:50Z [----] followers, 64.5K engagements
"Wall Street's playbook works well but only for billion-dollar deals - it breaks below the middle market. Big banks run oversized teams on outdated software making smaller M&A deals uneconomical. This leaves millions of small business owners with nowhere to turn. Until now"
X Link 2025-07-29T13:51Z [----] followers, 16.6K engagements
"1/ Thrilled to announce that @tryoffdeal raised $4.7M in seed funding 🥳 We're building an AI-native investment bank offering small business owners a faster cheaper way to sell their companies at premium prices. Full breakdown below 🧵👇"
X Link 2024-09-12T17:10Z [----] followers, 10.6K engagements
"here is an example of one of our AI generated slides. its hooked up to the db w the underlying data an agent for picking the right comps for the business and the format etc is done w code. not perfect but close. a deck like this with [--] slides takes [--] mins to gen and $1 in compute"
X Link 2025-06-08T03:23Z [----] followers, [----] engagements
"Compounding OffDeal I've been obsessed with the framework from Ramp's CEO Eric Glyman where he distilled their entire business into one equation. Once he had it he could model which variable actually moved the needle. http://x.com/i/article/1987984158136954880 http://x.com/i/article/1987984158136954880"
X Link 2025-11-10T20:46Z [----] followers, [----] engagements
"Building a full-stack AI company removes this headache. We ride the model curve and increase our capabilities with each update. Our moat is in the 1P data and its flywheel not in our ability to build an AI DCF builder. My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of the foundational model providers. App functionality will be added to the foundational models' offerings because the big players aren't slow incumbents (it is wrong to My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of"
X Link 2025-11-11T02:01Z [----] followers, [----] engagements
"My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of the foundational model providers. App functionality will be added to the foundational models' offerings because the big players aren't slow incumbents (it is wrong to apply the analogy of "fast startup slow incumbent" here) they are just big. Far more so than with any other prior new technology there is a massive and fast-moving wave that obsoletes every new app almost as fast as it can be invented. There is almost no time to build a company and scale it. There are two ways AI"
X Link 2025-11-10T07:39Z 105.7K followers, 20.7M engagements
"full thesis can be read here - https://www.fullydistributed.co/p/the-bull-case-for-an-ai-native-investment https://www.fullydistributed.co/p/the-bull-case-for-an-ai-native-investment"
X Link 2025-06-03T22:08Z [----] followers, [----] engagements
"earned a cool $225 by getting my steps in with @Stepnofficial 🚀🚀🚀"
X Link 2022-03-07T21:22Z [----] followers, [--] engagements
"2/ Today NFTs are mostly used as digital collectibles with vast majority of investors buying these assets in expectation of selling them in the future at a higher price. But what other benefits might these assets offer to its owners👇 https://fullydistributed.substack.com/p/what-if-you-couldnt-sell-an-nft https://fullydistributed.substack.com/p/what-if-you-couldnt-sell-an-nft"
X Link 2022-08-11T17:57Z [----] followers, [--] engagements
"Were scaling fast and hiring across all roles - if you or someone you know is interested in building the future of investment banking wed love to hear from you https://x.com/leveredvlad/status/1950192434790457849 Excited to share that @tryoffdeal has raised a $12M Series A to build the worlds first AI-native investment bank less than [--] months after our Seed. This year we already launched over [--] M&A sell-sides and delivered numerous multi-million $ exits to our clients. A quick 🧵 https://t.co/QNExbOlFst https://x.com/leveredvlad/status/1950192434790457849 Excited to share that @tryoffdeal"
X Link 2025-07-29T13:51Z [----] followers, 15.8K engagements
"Our mission is to provide access to world-class investment banking services so that all entrepreneurs are able to realize the full value of their lifes work. To learn more about our story and where were going check out @sindaps coverage in Financial Times. https://www.ft.com/content/9daf5c7e-e301-4b7d-809a-ff9fb336bdbc https://www.ft.com/content/9daf5c7e-e301-4b7d-809a-ff9fb336bdbc"
X Link 2025-07-29T13:51Z [----] followers, 11.2K engagements
"@businessbarista [--] minute grocery delivery"
X Link 2022-03-12T18:06Z [----] followers, [--] engagements
"This round was led by Radical Ventures with participation from Y Combinator Rebel Fund and Center Street Partners. We are also honored to welcome an amazing group of angels that include current and former execs of leading financial institutions and recognized tech leaders"
X Link 2025-07-29T13:51Z [----] followers, 11.5K engagements
"Building an investment bank for small businesses is exhilarating but can also be brutal. We just had a $1.5M sell-side fee slip right through our fingers. Here's what happened. One of our guys spent weeks courting a $4.5M EBITDA environmental management company. They wanted to sell but wasted [--] years with Benchmark International with zero results and a hefty $50K upfront fee. We mapped a detailed buyer universe of strategic and PE buyers arrived at a valuation range and were in the final stages of signing an engagement letter. The owner said "I love that you guys use AI". "Your"
X Link 2025-05-07T17:02Z [----] followers, [----] engagements
"These are [--] LEAST impacted jobs by AI. Of note also where a ton of PE roll up activity is happening today. Its a great time for young people to get into the trades (massive shortage across the board) and start their own cos. Probably safer than going to college"
X Link 2025-07-31T20:05Z [----] followers, [----] engagements
"All roads lead to. open-source Let' me show you how open-source can: 1) Provide a superior product for end-users✨ 2) Offer a more sustainable biz model in the long run💸 A deep dive into the world of open-source AI 👇 https://www.fullydistributed.co/p/all-roads-lead-to-open-source https://www.fullydistributed.co/p/all-roads-lead-to-open-source"
X Link 2023-04-11T12:13Z [----] followers, [----] engagements
"@VidaliGiorgio ive seen the Mckinsey one and it was better than I expected; though def not cursor level capabilities"
X Link 2025-06-07T14:11Z [----] followers, 14.3K engagements
"that's a great point. couple of thoughts: - fees in the lower middle market are often much higher the 1-2% you mentioned (sometimes 5-10% for really small txns) - we're not a discount shop - we offer a premium service and our clients get many times over the fee they pay in higher deal price and certainty. thx"
X Link 2025-07-30T20:52Z [----] followers, [----] engagements
"/12 Check out the full essay in which I go deeper into @Stepnofficial's gameplay business model & tokenomics. If you enjoyed this please share with friends :) And as always DYOR - this is not financial advice. https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness"
X Link 2022-02-16T12:02Z [----] followers, [--] engagements
"The easy way to avoid this trap is for founders to build a company that benefits from 'riding the wave' - i.e. your product / service gets better and better with each new product release from the frontier labs. Very few people seem to do this. Foundation model providers like @OpenAI and @AnthropicAI have abandoned the pure infrastructure play. They're vertically integrating at unprecedented speed: OpenAI's Agent Mode Claude Code Deep Research. Your startup's success becomes their product roadmap. Build something https://t.co/O7QI2gv2as Foundation model providers like @OpenAI and @AnthropicAI"
X Link 2025-08-06T00:21Z [----] followers, [----] engagements
"Foundation model providers like @OpenAI and @AnthropicAI have abandoned the pure infrastructure play. They're vertically integrating at unprecedented speed: OpenAI's Agent Mode Claude Code Deep Research. Your startup's success becomes their product roadmap. Build something that works They'll clone it crush it or acquire it for pennies. The platform that powers you can steamroll you"
X Link 2025-08-05T23:15Z 20.9K followers, 58.7K engagements
"Sam Altman / Dario Amodei have repeatedly said there soon will be a one person $1bn revenue company. Assuming that's right then there definitely will be a one person $1bn M&A deal team. Were building towards that future"
X Link 2025-06-04T21:54Z [----] followers, [----] engagements
"Many are clowning on @perplexity_ai for trying to displace the Bloomberg terminal but I think they can become a major tool for high finance. In our testing Perplexity data was far better (higher coverage more recent) than Pitchbook - a gold standard for most finance cos"
X Link 2025-06-17T13:54Z [----] followers, [----] engagements
"I think about this a lot - people of my vintage are now becoming MDs in finance - what are the 2nd order effects Will the fresh blood beat out century old traditions / culture I hope so. There is something very important happening in finance. An entire generation of young people who grew up on the internet are now ascending to positions of power and influence. They have access to capital and they have technology at their fingertips. The speed at which they There is something very important happening in finance. An entire generation of young people who grew up on the internet are now ascending"
X Link 2025-08-10T18:24Z [----] followers, [----] engagements
"There is something very important happening in finance. An entire generation of young people who grew up on the internet are now ascending to positions of power and influence. They have access to capital and they have technology at their fingertips. The speed at which they receive information analyze insights and make decisions is different than those who came before them. The appetite for risk the pursuit of volatility and the addiction to playing the game 24/7 gives them a distinct advantage. Add in the fact that many of them have a megaphone with reach previously thought impossible. Faster"
X Link 2025-08-10T17:37Z 1.9M followers, 201.9K engagements
"This business can completely disrupt Service Titan. They may not have its scale but they will ship 100x faster. Also going after PE-backed platforms is the right move. Huge incentive to make/save $ more tech savvy + higher ACVs. Rooting for these guys. After it took days to book an HVAC appointment in the sweltering heat I built @Netic_AI: the AI revenue engine for businesses that keep America running. Silicon Valley ignored essential services for too long so we raised $20m from @foundersfund @greylock @mavolpi to fix it. https://t.co/mVEr3yIXWo After it took days to book an HVAC appointment"
X Link 2025-06-02T15:37Z [----] followers, [----] engagements
"After it took days to book an HVAC appointment in the sweltering heat I built @Netic_AI: the AI revenue engine for businesses that keep America running. Silicon Valley ignored essential services for too long so we raised $20m from @foundersfund @greylock @mavolpi to fix it"
X Link 2025-06-02T13:15Z 34.1K followers, 402.2K engagements
"@Restructuring__ entry level bankers will get automated with AI before entry level sales people"
X Link 2025-06-01T00:23Z [----] followers, [----] engagements
"You don't need to spend [--] years tweaking logos in powerpoints to become a great dealmaker. What finance related opinion do you have that will have people like this https://t.co/7tjFxPHXiJ What finance related opinion do you have that will have people like this https://t.co/7tjFxPHXiJ"
X Link 2025-07-27T02:59Z [----] followers, [----] engagements
"What finance related opinion do you have that will have people like this"
X Link 2025-07-26T03:10Z 163.6K followers, 6.5M engagements
"@Matthew_H_Cha @oritheoracle1 show me an investment banking deck you created in Gamma"
X Link 2025-06-07T13:17Z [----] followers, [----] engagements
"Good thing OffDeal recruitment is full steam in [----]. If you're a savage banker with 3-4 years of exp and want to run your own sell-sides and clip $500k-1M+/yr - DM me. 🚨🚨 BREAKING: PE ON-CYCLE DELAYED TPG will start recruiting in [----] https://t.co/cgBbtisWGW 🚨🚨 BREAKING: PE ON-CYCLE DELAYED TPG will start recruiting in [----] https://t.co/cgBbtisWGW"
X Link 2025-07-01T00:39Z [----] followers, [----] engagements
"🚨🚨 BREAKING: PE ON-CYCLE DELAYED TPG will start recruiting in 2026"
X Link 2025-06-30T23:15Z 47.3K followers, 28K engagements
"This thinking is why @harvey__ai approach was so contrarian at the time and now they're at $100M+ ARR. Two thoughts: - law firms can sell more work now (total rev higher) - AI cuts non-billables - more time for more billables Talking with a guy in big law: "Adopting too much AI will hurt our bottom line." Talking with a guy in big law: "Adopting too much AI will hurt our bottom line.""
X Link 2025-08-04T19:00Z [----] followers, [----] engagements
"Talking with a guy in big law: "Adopting too much AI will hurt our bottom line.""
X Link 2025-08-04T18:03Z 41.9K followers, 244.9K engagements
"I don't think people realize just how many small businesses there are in america - just $10-100M in revs us 175k+ of which 5-10% change hands each year. yes there are a lot of "brokers" / LMM banks - but they make up 20% of all closed deals in the space. The rest are largely done DIY by business owners today (which has been very profitable for private equity)"
X Link 2025-08-04T14:17Z [----] followers, [----] engagements
"0/ Let me show you why @gabepereyra's Harvey AI is a great business and why other "Copilots for X" may not be. A very quick thread 🧵"
X Link 2023-07-17T16:26Z [----] followers, [----] engagements
"4/ - earn GST rewards from exercising - "breed" and sell Sneakers to new users - earn and stake GMT (a governance token akin to AXS in @AxieInfinity) For example under strat #1 a user with [--] Sneakers can currently earn $85/day But how does STEPN generate its own revenue"
X Link 2022-02-16T12:02Z [----] followers, [--] engagements
"At my company we love using AI to EXPAND. Take a transcript of a [--] hour brainstorming session (we record in person meetings for this reason) take it away and continue brainstorming with a reasoning model as long as you like - tease out tensions leverage the full context etc. When you ask people in companies who are "using AI" what they use AI for they seem to mostly be summarizing meetings/documents and helping with minor writing tasks. AI adoption is quite high but a lot of users don't take advantage of what these systems are capable of doing. When you ask people in companies who are "using"
X Link 2025-08-24T21:38Z [----] followers, [----] engagements
"When you ask people in companies who are "using AI" what they use AI for they seem to mostly be summarizing meetings/documents and helping with minor writing tasks. AI adoption is quite high but a lot of users don't take advantage of what these systems are capable of doing"
X Link 2025-08-24T02:51Z 321K followers, 118.4K engagements
"just spoke to a small business owner who hired [--] devs this year in India to build their own lightweight "80/20" ERP after getting $100K+ licensing quotes from NetSuite. He said AI made it possible. The business was founded in [----] btw"
X Link 2025-05-30T17:44Z [----] followers, [----] engagements
"1/ 🧵🤖 Does bigger mean better in the world of LLMs Recent research shows that it's not the case. Let me make the case for SMALLER models as the future of human-machine interaction. Let's dive in 👇 https://fullydistributed.substack.com/p/language-models-size-matters https://fullydistributed.substack.com/p/language-models-size-matters"
X Link 2023-03-31T18:54Z [----] followers, 10.8K engagements
"Same is true for investment banking. PE firms and F500 have the skill to sell the business themselves (they're all ex bankers) but they want a scapegoat in case something goes wrong. People fundamentally misunderstand the value of hiring consultants Even before AI you could have hired a college grad to do research and find industry data points The real value of hiring consultants is being able to point fingers at someone in case something goes wrong People fundamentally misunderstand the value of hiring consultants Even before AI you could have hired a college grad to do research and find"
X Link 2025-07-14T15:27Z [----] followers, [----] engagements
"People fundamentally misunderstand the value of hiring consultants Even before AI you could have hired a college grad to do research and find industry data points The real value of hiring consultants is being able to point fingers at someone in case something goes wrong R.I.P McKinsey. You dont need a $300k consultant anymore. You can now run full competitive market analysis using Grok [--]. Here are the exact [--] mega-prompts I use to replicate McKinsey-style insights for free: https://t.co/I6AEJP16Ux R.I.P McKinsey. You dont need a $300k consultant anymore. You can now run full competitive"
X Link 2025-07-14T15:04Z 163.6K followers, 175.2K engagements
"@maikaisogawa seems like a popular strategy @0xgaut https://x.com/0xgaut/status/1624909996415672320s=46&t=iPJs_ny4LcgxsihlIgsf9w Today I put an OpenAI and Stanford AI stickers on my laptop sat in a coffee shop in Menlo Park and a VC just handed me $15M to start my company. https://x.com/0xgaut/status/1624909996415672320s=46&t=iPJs_ny4LcgxsihlIgsf9w Today I put an OpenAI and Stanford AI stickers on my laptop sat in a coffee shop in Menlo Park and a VC just handed me $15M to start my company"
X Link 2023-02-16T21:38Z [----] followers, [----] engagements
"Today I put an OpenAI and Stanford AI stickers on my laptop sat in a coffee shop in Menlo Park and a VC just handed me $15M to start my company"
X Link 2023-02-12T23:15Z 151.9K followers, 829.5K engagements
"Few people understand what money is how it works and crucially how its value changes over time. In this essay I use simple mental models to explain - What is money - Why gold - Does money supply even matter - Can USD remain reserve currency https://fullydistributed.substack.com/p/what-is-money-reallysd=pf https://fullydistributed.substack.com/p/what-is-money-reallysd=pf"
X Link 2022-06-27T16:52Z [----] followers, [--] engagements
"yesterdays events is exactly what i warned about in my deep dive on @UXDProtocol reflexive two-token systems can be very dangerous amid strong market volatility cool to see how well $UXD ($40m MC) has held up over time 1/ @UXDProtocol: -new algo stablecoin backed by a delta neutral position using perpetual swaps 🧠 -built on @solana -backed by @multicoin & @AlamedaResearch In this essay I explain how UXD might outcompete @terra_money @circlepay and @tether https://t.co/SMTxtvczbx 1/ @UXDProtocol: -new algo stablecoin backed by a delta neutral position using perpetual swaps 🧠 -built on"
X Link 2022-05-10T12:43Z [----] followers, [--] engagements
"🚨 BREAKING🚨 We just ran an EMERGENCY 24-hour hackathon to launch the first-ever AI Trump Tariff Impact Calculator for small businesses. Instantly see: ✅ Key inputs impacted ✅ Tariff rates & sourcing ✅ Cost impact & price adjustments 100% free instant no signup: https://offdeal.io/tariffs https://offdeal.io/tariffs"
X Link 2025-04-10T16:44Z [----] followers, 20.3K engagements
"This is not a viable retention strategy long-term. How about making banks a more enticing place to work. Goldman Sachs is reportedly going to ask their analysts to certify they have not accepted a private equity offer every [--] months on a recurring basis JP Morgan followed a very similar path recently telling graduates they will be fired if they take an offer before [--] months on Goldman Sachs is reportedly going to ask their analysts to certify they have not accepted a private equity offer every [--] months on a recurring basis JP Morgan followed a very similar path recently telling graduates"
X Link 2025-07-09T14:54Z [----] followers, [----] engagements
"Goldman Sachs is reportedly going to ask their analysts to certify they have not accepted a private equity offer every [--] months on a recurring basis JP Morgan followed a very similar path recently telling graduates they will be fired if they take an offer before [--] months on the job Looks like the industry is finally starting to push back against early on cycle recruiting. What is unfortunate is that the firms are taking it through fear tactics on students instead of paying them more or improving WLB so they want to stick around longer Pretty material change to how things have been done in"
X Link 2025-07-09T14:35Z 163.6K followers, 211.3K engagements
"@cdixon proliferation of move2earn model - very clever and is exploding in popularity https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness https://fullydistributed.substack.com/p/stepn-cryptos-billion-dollar-fitness"
X Link 2022-02-18T03:09Z [----] followers, [--] engagements
"Great breakdown of the specific tech our bankers use to run sell-side deals. Thank you for the feature @MollySOShea (maybe at Series B you'll actually have us on your pod 😭) BREAKING: How OffDeals Viral $12M Series A Broke Wall Streets Brains Valued at $100M: The First AI-Native Investment Bank @tryoffdeal recently raised a massively viral $12M Series A led by Radical Ventures w/ participation from YC Rebel Fund & Centre Street Partners https://t.co/qNPHL0Cd0t BREAKING: How OffDeals Viral $12M Series A Broke Wall Streets Brains Valued at $100M: The First AI-Native Investment Bank @tryoffdeal"
X Link 2025-08-04T20:22Z [----] followers, [----] engagements
"BREAKING: How OffDeals Viral $12M Series A Broke Wall Streets Brains Valued at $100M: The First AI-Native Investment Bank @tryoffdeal recently raised a massively viral $12M Series A led by Radical Ventures w/ participation from YC Rebel Fund & Centre Street Partners bringing its total funding to $17M On just X alone OffDeal has received 2.5M+ impressions CEO Ori Eldarov (@leveredvlad) ex-Wall Street banker & CTO Alston Lin (@alstonthelin) fmr Meta engineer share more on this with Sourcery in our recent piece linked below. Excited to share that @tryoffdeal has raised a $12M Series A to build"
X Link 2025-08-04T19:54Z 44.4K followers, 10.6K engagements
"9/ If you would like to get into more detail / review the math check out my essay where I provide an in-depth analysis of each strategy + provide a financial model to support. Otherwise please consider sharing if this post was helpful 😀 https://fullydistributed.substack.com/p/a-guide-to-the-stepnverses=w https://fullydistributed.substack.com/p/a-guide-to-the-stepnverses=w"
X Link 2022-05-05T12:25Z [----] followers, [--] engagements
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