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turnernovak

Turner Novak 🍌🧢

Verifiedactive
@turnernovak

investing @BananaCap_ podcasting @ThePeelPod (sign-up for emails below)

RosterStartup & SaaS BuildersTrading & Markets
213,646 followers · 3,538 following · Last polled 1h ago
Perf. Score
49.3
Rank #242
Value Score
10.1
#247 of 273 priced
Median views
5.0K
p25 3.5K · trailing 7d
Followers
214K
+0.1% 7d
ER (impr.)
0.77%
eng ÷ impressions
ER (foll.)
0.06%
eng ÷ followers
Est. CPM
$201.94
QT-rate basis
WoW views
+87.6%
▲ rising

Rates & value · est. from 5.0K median organic views

overpriced
Quote tweetbasis
$1000
$201.94 / 1K views
Post
—
no CPM
Thread
—
no CPM
Retweet
—
no CPM
Value Score 10.1 · rank #247 of 273 priced$27777.78 / 1K engagementsrate age unknown (pre-audit import)

Trends

Follower growth
Median views / day
Engagement rate
View distribution · trailing-7d posts

Each blue dot is one organic post. The Performance Score ranks by the median (5.0K), not the mean (17K) — so a single viral post doesn't inflate a creator's reach. The p25 floor (3.5K) is the level 75% of posts clear.

Recent posts · ranked by views

PostPostedViewsLikesRepostsRepliesQuotesBookmarksER
I don’t care if it’s the mother of all bubbles, $2T of AI CapEx was worth it just for this2d ago176K1.2K241431590.78%
Ring founder Jamie Simnioff talks about how he met Shaq in Ring’s CES booth and they ended up partnering. Shaq took his fee in equity and would often FaceTime into board meetings. https://t.co/8gI5zPC8w2frozen16d ago60K4746170.11%
Bro is gonna run the most insane senior citizen cruise line in 2056
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1mo ago
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Meta at the beginning of the year https://t.co/oZtCjYV5Vcfrozen29d ago57K1.5K51205662.85%
New Ferrari of beds just droppedfrozen29d ago55K80380290.22%
Ring is one of the most underrated consumer hardware products of all time. New @ThePeelPod with @JamieSiminoff on going from an invention in his garage to a $5B+ revenue run rate inside of Amazon. We talk through building a consumer hardware business from scratch to a 100M+ install base, almost going bankrupt four times, why founders should always go all-in on the next thing, why he came back to lead Ring inside of Amazon, and how AI can make neighborhoods safer. Timestamps: 0:00 Leaving Amazon, coming back with fresh eyes 7:49 Deleting every useless meeting 10:21 Zero-based time budgeting 15:31 Bubble, or the golden age of AI? 19:50 $480M to "well over 10x more" revenue 23:48 Lessons on obsession from MrBeast 30:17 The AI vision for Ring 34:05 The $10k feature he can't ship yet 38:50 Building apps on top of Ring 40:03 Building in his garage, the Kickstarter ban 44:45 The pre-sale, and the fear of getting copied 47:59 How he talked his way onto Shark Tank 49:24 Three dead units backstage 54:04 Threatening Shopify's CEO before air 55:23 The Christmas Ring almost died 58:59 The midnight fix that saved the company 1:01:22 Raising from True Ventures, the "ass hat" email 1:05:04 Hiring gritty "new to business" people 1:07:15 Missionaries, not mercenaries 1:10:13 Building an authentic brand people trust 1:12:49 Buying Ring[dot]com with the last $175k of cash 1:18:11 "We were always on the verge of bankruptcy" 1:19:12 Betting $1M on TV ads when the board said no 1:22:43 Why TV ads actually work 1:25:26 Richard Branson, and doubling mid-raise 1:28:46 Closing Shaq, and authentic celebrity endorsements 1:33:27 Selling to Amazon for $1.15 billion 1:35:16 Being paranoid to lose people's money 1:36:38 Mentors and never meeting your heroesfrozen21d ago51K21454220.11%
The 30 most in-demand startup secondary shares in Q3 '26 (per @SetterVC): Anthropic continues its reign as the #1 most in-demand secondary shares in Q3. OpenAI closely behind in 2nd. Interest in the physical world continues strong, mostly defense related, with Anduril, Saronic, and even Erebor you could argue tied to defense, with Hadrian seeing the largest jump this quarter from 20th to 11th. Prediction markets also appear to be cooling off. AI remains the other dominant theme, touching six of seven new entrants, including three inference-related companies like Etched (chips), Baseten, and Fireworks. Anecdotally, I expected more robotics on this list. Must still be early in capital flows! Always an interesting read to see what companies shares are getting the most interest on the Setter platform (linked below).frozen14d ago41K133151361660.81%
Great explanation of why many VC's have a strong opinion around pro ratafrozen10d ago35K1501061940.74%
New @ThePeelPod with @bznotes! Bilal's spent 18 years investing hard tech, most of it as a GP at Lux ($7B AUM), before starting @RedGlassVC in 2025 to bet on AI that touches the physical world. Bilal was making defense tech investments 15 years ago, and he led the Series A in Applied Intuition, now a $15 billion company. We hung out for a few hours and he shared everything he's learned investing in hardware, why hardware is still hard, why the deployment layer is the most attractive area of physical AI, taking a 90% pay cut to start Red Glass, "AUM as a moat", how to become a billionaire off management fees, and why consensus investing is mostly a circle jerk. Full episode here + links below Timestamps 0:00 Leaving $7B to bet on physical AI 0:51 What most people get wrong in physical AI 4:17 Why a startup has to become a business 11:31 Hardware is still hard, so what changed? 15:40 How government went from SBIR mills to real customer 17:48 Robotics goes from hard-coded to probabilistic 23:34 Where value accrues: full stack, then wedges 25:24 How Applied Intuition became a $15B company 28:03 The deployment layer is the real prize 32:22 OpenAI and Anthropic hint what will happen in physical AI 36:14 Why customers have all the downside 37:56 The best founders paint a picture and execute 40:53 Why it's called Red Glass (founders chew glass) 42:17 Every founder hates fundraising, even Travis 44:29 Red Glass's four core values 50:49 Why founders really take your call (the $250k effect) 53:28 What Bilal looks for in a founder 58:44 Why technical founders underrate fundraising 1:00:26 The Tiger Global era 1:04:02 From $10B to $100B, the goalposts moved 1:06:21 Is this a bubble? Portfolio construction 1:08:55 Building a firm that outlasts him 1:12:13 From Nobel-lab chemist to Zero-to-One investor 1:13:45 Are small funds just outsourced associates? 1:16:35 When AUM becomes the moat 1:18:34 How big funds choke off SPV money 1:21:24 The risk of VCs backing competitors 1:23:31 Why fund economics push everyone bigger 1:26:20 Consensus investing is a circle jerk 1:29:51 You can be a billionaire on fees alone 1:33:09 Equal carry and the right to win 1:35:55 Why good ethics in VC matterfrozen14d ago27K4712810150.34%
Instinct is the Notion of AI assistantsfrozen29d ago26K1705553270.99%
This will go down as one of those moments that changed this place foreverfrozen15d ago26K1242784110.67%
New @ThePeelPod with @tomerlondon We talk everything he’s learned scaling @GustoHQ zero to 500k customers and $1B+ in TTM revenue, being obsessed with your customer, what their internal data says about AI’s impact on SMBs, and Gusto’s M&A playbook. Full episode here + links below. 0:00 You must be obsessed with your customers 10:09 Building Gusto Cofounder in 8 weeks 13:57 What AI is actually doing to small businesses 19:52 COVID and "the end of small business" 27:42 Why running a small business is so hard 32:21 SVB and why payroll can't be late 36:29 How GTM changes after 500,000 customers 39:27 Running payroll manually before Gusto 46:19 Why payroll and compliance are so hard 49:14 What his dad's clothing store taught him 54:01 Are we regulating small business out of existence? 58:14 Starting as ZenPayroll in 2012 1:05:03 Getting the first customers 1:07:30 Minimum Lovable Product vs MVP 1:11:29 How AI changed the way Gusto builds 1:15:59 Gusto's M&A playbook 1:22:53 Shimon Peres and "no room for small dreams"frozen28d ago23K2146630.17%
Tim Cook saw hundreds of billions in annual free cash flow coming after the hardware business and decided to peace outfrozen29d ago22K86110090.48%
New @ThePeelPod with @darraghbuckley From employee #1 at Stripe, to starting @IncreaseDev and moving $500B per year with 33 people. And they just bought a bank. He talk how to acquire a bank when they can't tell you they're for sale, why putting an API on a bank is like "strapping a jet engine to a go-kart", why The Fed actually has great technology, the overnight build that turned on Stripe’s first dollar of revenue, why Patrick and John Collison sprinted everywhere, and why you want your banker to be bored. Watch here + links below 0:00 Stripe's 1st employee bought a bank 1:38 Fixing the stone in his shoe building Stripe 7:59 Banking looks like 2010 payments 11:11 Merging two layers into one, just like Stripe 14:52 Why he finally bought the bank 16:26 How do you actually buy a bank? 20:20 The first bank that got away 22:04 Why banks can’t chase new fads 25:26 Compliance as code, from day one 29:46 Talking straight to the Federal Reserve 32:19 The Fed migration that nobody noticed 33:50 The missing last mile of banking 35:44 Getting customers to switch 38:23 The challenger sales model 40:33 What customers use Increase for 41:48 How Ramp's bill pay works 42:37 $500B a year with 33 people 45:31 Hiring for a high-empowerment culture 47:08 Growing up with the Collisons 50:27 150 test cases in one night 54:23 What really made early Stripe work 57:07 Why Patrick and John sprinted everywhere 1:00:00 “You're not in payments, you're in fraud” 1:02:31 Where AI hits a wall on fraud 1:05:08 Giving payment cards to AI agents 1:09:27 Use boring technology widely 1:11:37 You want your banker to be boredfrozen7d ago19K1134490.16%
This place has really gone downhill since @nikitabier leftfrozen7d ago19K135215130.82%
Ken Bone could have been an a16z Partner if this happened 10 years laterfrozen13d ago18K4255100102.48%
Founders: get paid $2k to train for your ironman or marathonfrozen29d ago17K1315050.14%
Nathan’s State of AI report is a 10/10 read every yearfrozen14d ago17K11611301451.66%
https://t.co/SqSDqilSlCfrozen24d ago16K9901060.65%
.@bznotes on why consensus investing is mostly a circle jerk: "At Lux, every year for a number of years, we'd each write down the top five companies in our portfolio we thought would be the biggest fund returners. Everyone wrote their five. We'd aggregate, and come up with a consolidated list. And we did it again next year. And the year after that. What we learned is that most of the companies were different every year. It's the flavor of the year. Somebody has a nice financing at a big price and you're like, whoa, this company's hot. Two years later it hasn't grown much, and it's coming down. The same thing is happening at the industry level now. Every month, every week, what are the companies everybody's excited about? And everybody just runs into them. The idea is, is this company at least worth the $500m of liq pref today? If my downside is relatively protected, let me play for the upside. The founders on the other hand is now raising at $25 billion with significant liq pref they need to clear. This starts to become a problem. The biggest issue today is you're seeing consensus where nothing has happened in the business. They've registered a trademark maybe, and boom, the valuation jumps. Why? Because three other top investors have invested. And founders are now figuring out how to game this. How do we structure our shares to get our equity out at a high price in a year? Should I do founder preferred shares? Do I need to include ability to do secondary sales in the incorporation docs in case the board blocks me? We're creating incentives for people to be distracted by all this bullshit."frozen14d ago16K51882280.62%
Legit LOL'd at thisfrozen13d ago14K35020210.41%
VC's when you need help hyping your launch video https://t.co/RMuHjWBoutfrozen29d ago12K4217100.41%
Met a family office today that told me they literally take a 100-year view to the portfolio. Truly playing the long game. https://t.co/gqqcc35YyZfrozen8d ago12K1182252131.32%
Ken Griffin says AI is "almost certainly" in a bubble. Back in 2024, @loganbartlett of @Redpoint told me how VCs actually play bubbles: "From a pure incentive standpoint, your job would be to lean into it. Raise as much as you can, deploy as much as you can. If you're right, you get to say, 'I told you so.' If you're wrong, you justify it as the mania of the markets. You hope enough people did it that it's forgivable. That's what happened with the internet in '99, 2000, 2001. That's what happened with crypto. And it feels like that's what's happening with AI in some ways as well. If everyone is saying something is true, and it's getting covered on CNBC on a daily basis, it's generally something I want to stay away from. But bubbles lay infrastructure for enabling technologies. The internet was a bubble, and no one would argue it wasn't ultimately correct. It just wasn't a great investment at the time. If you were in Google, eBay, PayPal, Amazon, you did very well. If you were in Lycos or Ask Jeeves or Friendster, you got totally wiped out. Just because you're right on the tech doesn't mean you're right on the opportunity."2d ago11K64480341.02%
The average new Monaco customer increases their revenue growth 16%/month, which is over 4x per year A few months ago, this number was 3x Pretty insane that all you have to do to grow your startup is use Monaco8h ago10K55320370.93%
This puts https://t.co/NEnagrbTBM in a whole new lightfrozen6d ago10K28140370.69%
Was going back and forth with my accountant on K-1's all day and Instinct solved everything within two minutes. Can now see why VC's think this is worth $10B.frozen10d ago9.1K26014030.47%
Founders when a16z passed without meeting but Benchmark led their A https://t.co/25x9xKFcMX29d ago8.8K5407250.78%
When you find out what price the uncapped SAFE converts at https://t.co/Mh694gbsy9frozen27d ago8.6K4729000.67%
BREAKING: a16z acquires Marvin Harrison Jr, making him the firms newest Partner “MHJ has seen greatness firsthand, and been through the ups and downs of being in the arena. Hes shown early promise cheering from the sidelines, and we’re excited to see him bring that to the firm.”frozen11d ago8.6K2712040.40%
2020 vintage VC portfoliofrozen25d ago8.0K1204010.21%
Realfrozen22d ago7.8K2102060.37%
when you get in a fight with your personal AI agent in traffic https://t.co/YN5XWQ5kTVfrozen6d ago7.5K3208120.58%
Shaq is criminally slept on as an angelfrozen20d ago7.4K1407010.30%
why this look like the train you take to the Horowitz School of Startups and New Mediafrozen29d ago7.3K44110030.79%
Congrats @numeral! Another $100M to sponsor @ThePeelPod 💯 🚀29d ago7.2K2502040.43%
"You have to be a frontier model, you have to upgrade yourself every few weeks" - Marc Andreessen on the 20 Minute VC podcast this morning https://t.co/TCVCtfJ2sSfrozen17d ago7.1K37493120.91%
Everyone knows the best thing to do after getting offered a billion dollars is go to Denny'sfrozen12d ago7.1K2015150.45%
Walking back into the house with the groceries I ordered on Instinctfrozen24d ago7.1K1804010.32%
New idea for an airline: Delta but the wifi worksfrozen19d ago7.1K3118000.56%
Stripe's 1st employee @darraghbuckley just bought a bank. The first thing he learned: banks aren't allowed to tell you they're for sale. On how you actually buy one: "Bank investment is actually relatively common. Controlling a bank, less so. Fun fact: banks in the US can publicly sell stock, so in theory you can buy up the shares like any public company. The fun part is the thresholds. Banking restricts who can control a bank. The first is around 10%, the second at 25%. To go past those, you need regulatory approvals. And there's a norm that trips people up: banks can't tell you they're for sale. If word gets out, the loan officers, the people actually producing the loans, start to leave. And that's the asset you're buying. So the industry has this conference, humorously named “Acquire or Be Acquired”. It lets everyone keep it ambiguous. Oh, you might be here to acquire. We're definitely here to acquire. We're not trying to be acquired."frozen7d ago7.1K20221260.72%
You could argue ZIRP was worth it in the sense it loaded the capital cannons to enable faster AI accelerationfrozen29d ago6.8K403030.15%
when I use GPT 6.1 Sol to write my morning email summaryfrozen12d ago6.8K2003020.37%
It's crazy how hard it is to scale hardware businessesfrozen20d ago6.8K1204020.27%
Smartest way to avoid a Benioff framemogging is to join forces. Congrats to the Listen team!frozen23d ago6.8K2417020.50%
Agents love using @artie_labsfrozen28d ago6.7K703010.16%
MLP > MVP? What do you think?frozen25d ago6.7K715040.25%
This is alarming data, but I think there’s still a lot of discovery checks happening… the rounds are just bigger than $5M (sometimes much bigger!)frozen12d ago6.7K40480201.08%
"Company building is a marathon, not a sprint. If it takes nine months, 12 months, or five years, just be patient."frozen25d ago6.6K1542050.39%
TIL New Orleans Saints head coach Kellen Moore's younger brother Kirby has the national high school record for the most career touchdown receptions. 304 Rec for 4,909 Yds and 95 TD's Made it to the end zone 1/3 of the time he caught the ballfrozen13d ago6.6K712000.15%
Guy in my fantasy league using AI to make every decision is in dead last place by a large margin. Humanity: 1 Machine Gods: 0frozen29d ago6.6K1103000.21%
founders meeting a "Deal Partner"10d ago6.6K1831000.33%
muse has appears to have hacked my email and invested in a bunch of AI companies at 500x ARRfrozen23d ago6.6K45111010.88%
"Raise your hand if you talked to a customer in the past week. If you didn't raise your hand, you feel it. Oh crap, I'm probably not doing my job."frozen24d ago6.6K1037000.30%
when you say one of my port co’s ARR is fake https://t.co/jEQJxT6cB8frozen29d ago6.6K1603060.38%
Every company goes through an evolution where you coworkers start to feel more like your customers, and you gradually talk to your actual customers less and less over time.frozen22d ago6.6K405010.15%
AI companies beefing so bad today that it took DM's downfrozen22d ago6.6K601000.11%
The best banking product for business owners now has the best banking for their personal lifefrozen28d ago6.6K702030.18%
I asked @JamieSiminoff why he bet $1M on TV ads when @Ring had a million in cash left in the bank: "My line was, if we go out of business, I want the hole to be so deep it can never be filled. A lot of VC-backed companies limp along for 20 years and just squeak out of business. I wanted a massive explosion. I wanted to blow a hole in the ground. We had about a million dollars left. We were selling product, not just ripping through cash. But I wanted to jump to the next level. I was talking to my friend who's the founder of GoodRx at my son's soccer game. They had just started doing TV. And the results were unbelievable. We get home from the game, and I told my wife, 'I'm going to the office, we're gonna do TV. 'and she said, 'I don't even know what you're talking about.' The company I wanted to mimic was Dyson. When James Dyson started it, he was on the ads himself, saying 'I spent 300 years building this thing.' I wanted Ring to be the Dyson of home security. And I felt like TV was the way to do it. We should just drop the hammer. So I go to the board and say I want to blow a million dollars on TV. Most said, if you think it's good, let's do it. But one person said, 'You're insane. At your size you can't do TV. Not until you're doing $100 million in sales.' And I was like, I can do whatever I want."frozen20d ago6.6K1065020.35%
this is like using "The Claw" grip in console gaming for the modern poster https://t.co/G5OiYhtr6Xfrozen10d ago6.5K30011010.64%
who made this?? https://t.co/pjMGsplfOOfrozen28d ago6.5K2805000.51%
I asked @marcelolebre founder of the $3B European company @remote to dissect Europe's regulation problem and how he would fix it: "Historically, Europe is not actually a thing. The continent of Europe is composed of many very different countries. But the European Union was created as a regulatory body to plan and react better as a group. Anything it did, whether financial, political, or technological, was all in the greater benefit of the group. As it turns out, what is a regulatory union good at? Regulating. That's its purpose. To regulate. And if regulation is the main purpose, even when you try to fix regulation, its done through more regulation. And all the theories end up being much different than what happens in practice. There was a report from Mario Draghi that finally woke everyone up. He said innovation is dying. Europe must unshackle everything. It finally got everyone's attention. And the response was to create a task force of banks and regulators. And it led to even more regulation. The fundamental problem is you're asking someone with a hammer to screw in a screw. And they don't know they have a hammer. So they're going to keep hammering it. Europe has the cash, the power, and potential for innovation. We just need conscious, ethical, and honest deregulation."frozen27d ago6.4K1273020.37%
Why Ring founder @JamieSiminoff thinks money is a terrible long-term motivator: "You want missionaries, not mercenaries. Because no matter what you pay someone, money becomes boring quickly. It's a terrible motivator in the long term. Because whatever you have, you want more of it. People should have money. I'm not anti-capitalist. But we misunderstand when you hire, that when you give someone a bonus, all it does is reset the floor. In six months you're making that new number, even if it's double what you made before, and now you want more. If that's what drives you, you'll always just want more. But if you're driven by, 'I want to make neighborhoods safer,' and 'I'm excited about the products we're working on', then making more money as you succeed is good. It's just not the main thing you show up for every day."frozen21d ago6.4K422000.13%
”Sales were flat for weeks. Then they shot forward." @JamieSiminoff on @Ring’s early bet on TV ads: "It's like a rubber band. You pull and pull and pull and nothing happens. And you think, this isn't working. Then all of a sudden it shoots forward. The first couple weeks, sales were basically the same. We had a Google sheet tracking sales and how much we spent every day, and I'm looking at it going, uh-oh, this isn't good. Then all of a sudden the sales start climbing. At that point TV was all we were doing. So you could see it materially working. You could see the brand awareness building. And instead of saying, okay, let's stay at that spend, I went, double the TV spend. Triple the TV spend."frozen20d ago6.3K623000.17%
I am open to receiving $10,000 or even $10,000,000 if anyone is interested3d ago6.3K2115010.45%
.@bznotes on why hardware is still hard, no matter what VCs tell you: "Hardware is still hard. I really encourage people to not let VCs tell you that hardware's become easy. It hasn't. In some ways it's become harder. The supply chains in China have been cut off. If you designed a product here, you used to go make it in China. Now you have to do everything yourself. Firms are reinventing motors and actuators, things you used to buy in bulk in China, and rebuilding them here. So what changed? The founder set changed. The people now attracted to hardware are people Silicon Valley understands, and they know how to build fast-moving companies. Technology is a great differentiator, but the real differentiator is speed. If you can move fast you can do amazing things."frozen14d ago6.1K922120.26%
Gusto does $1B+ in TTM revenue. From co-founder @tomerlondon on how AI has changed their M&A playbook: "We acquired Guideline, one of the leading 401(k) providers in the US. They're very similar to Gusto. Everything that’s hard about payroll, copy-paste and change it to 401(k). They built a delightful, easy-to-use product that's robust and scalable to hundreds of thousands of companies. Bringing the two companies together, same codebase, same database, opens a bunch of doors. Faster payments, get your money faster. And as an employee, your 401(k) lives in the same mobile app as your Gusto wallet, where you get paid. When we think about which companies to acquire, we ask one question: what is the acceleration value of this to Gusto? We look at our roadmap and ask where that company sits in it, and what it means to bring it in now. It's an equation. Could we build this ourselves? How many customers do they have? What's the value of bringing it inside Gusto? Something we thought we'd only get to in two years, we can get to now, today. Everything is about acceleration. With AI, that equation shifts. We know we can build most things, but maybe now it takes one year instead of two. So the bar for acquiring is actually higher. There are two numbers that have to line up. One is the acceleration value to Gusto, the dollar value of getting there faster. The other is what the company is worth if it goes out and shops itself. And those are very different numbers. And here's the strange part: making a lot of revenue can make you a worse acquisition target Say a company would accelerate us 18 months, worth about $50M to Gusto. But if they're also doing $50M in revenue, the market puts a multiple on that, and for an AI company that can be enormous. It would have been better for us if they made $5M, because then $50M is a clean 10x and everyone's happy. And often we don't even want the revenue. We're buying the team and the code base, so we can get it to all our customers with AI. I'm not buying them for their $50M in revenue. So the lesson for a founder: still go as fast as humanly possible and build a great business. Don't slow down just to get acquired. But if you do want to get acquired before your next round, start those conversations early, before your revenue grows to a point where you're no longer a target."frozen28d ago6.0K801130.22%
I asked @JamieSiminoff why he nuked all recurring meetings when he came back to run Ring the 2nd time around: "Everything starts with good intentions. A recurring meeting usually got set up for a real reason, to solve a real problem at the time. But nobody ever has the fortitude to cut it later. So they pile up, and they're useless. So I went through and deleted everyone's recurring meetings. Nuked them. If it doesn't have value, we're going to kill it. Same with process. To get a product out, we had a four-week testing period, just because that's how long we'd always tested. With AI, there are things we can test in hours now, not weeks. But we kept doing four weeks because that was the process. With fresh eyes I just kept asking, why, why, why? And the answer was, you're right, we don't need that time. Take four weeks out and cycle times get faster. Innovation goes up. New products ship faster. It's what Jensen's done at NVIDIA, the reason they're so far ahead is their cycle times are shorter. They spin chips faster than everyone else. Two mechanisms do this without leaving for two years. One is zero-based budgeting, every year asking what are we actually here to deliver, and what it would take if we built it from scratch today. The other is first principles, constantly asking why, and empowering your team to ask it too. The least movement to accomplish the most."frozen21d ago6.0K723010.22%
Feels like this should be a bigger deal? Significant change to software sales tax hits on January 1st14d ago6.0K1212000.25%
who is designing the Yahoo Fantasy Football app this year? Why does every players Game Log open up to showing passing stats? You're showing me two ads on the player page, you'd think it should be useful so I'd spend more time on it.frozen8d ago5.8K1205000.29%
Proof that Meta and Google have not yet achieved AGI internallyfrozen10d ago5.8K3612010.69%
More VC firms should publish their core valuesfrozen10d ago5.8K1228020.42%
A 10% jump in AI usage by a small business tracks to a 2% increase in revenue. @GustoHQ co-founder @tomerlondon on what their internal data from 500,000+ customers says about AI’s impact on the economy: "In July, the the US economy shed 23,000 jobs. It was a major disappointment, with big downward revisions from the last national jobs report. But when we looked at our customer base, small businesses, it was completely different. There was net growth of 38,000 jobs in July. Across every region, every sector, every company size. There's a good case that AI is a big contributor. Small businesses that use AI as they start and operate end up hiring more, growing faster, and being more resilient. For a small business, you can get the impact of AI much faster. For a large company, it's much more complicated to implement. So small businesses actually benefit tremendously from AI."frozen28d ago5.8K812030.24%
🚀🚀🚀frozen17d ago5.7K901020.21%
Bee / Amazon is a sleeping giant in AI hardware Don't count out @mariadlzollo, @EthanSutin, and the Bee team 🐝frozen7d ago5.6K1303050.37%
Most underrated team in NYCfrozen8d ago5.5K1523050.45%
Insane line: “The average National Hockey League broadcast contained an average of three and a half references to gambling per minute.”frozen15d ago5.4K1411130.37%
Point #1 here is super interesting. "1/ The froth is stage-inverted as compared to 2021. In 2021, seed rounds were rational, and growth rounds were irrational, while public markets were also irrational. Today, it's inverted. It's growth rounds that are arguably seen as more allied to public comps, and it's early-stage rounds, which are not as small as they used to be, which are much more frothy. AI is 50-60% of deal flow, and demand exceeds supply, which is what is behind the irrational pricing." Personally feels like there's a strong element of "AI is the biggest technology trend of all-time" that's driving this extreme increase in pricing vs historical norms.frozen10d ago5.2K17040100.60%
I invested in @artie_labs three years ago and they've been consistently early and right. Really fun learn from them as execute and build out the essential plumbing for every AI product that makes real-time decisions.frozen3d ago5.0K2144070.72%
New @ThePeelPod talking data centers in space dropping soon3d ago5.0K2943010.75%
This feels like table stakes in the era of AI generated code. Self-improve or die.frozen15d ago4.8K1304030.42%
Really interesting guest data on the biggest venture-related podcasts This is telling me @ThePeelPod probably leans more Founders and VC's, less experts/media than the others2d ago4.5K14070120.73%
This is why I recommend all @BananaCap_ portfolios companies hire multiple spies to counter spy on each otherfrozen8d ago4.5K1106000.38%
Microoft Copilot becoming usable will 100x AI adoption5h ago4.5K39113011.20%
When @bznotes tells me how something works, I listenfrozen10d ago4.4K801080.38%
When someone in the 2nd cuck tranche tries to tell me we’re co-investors https://t.co/kEiHKYNTQpfrozen10d ago4.3K1603000.44%
.@bznotes reveals the best place to be investing in physical AI today: "While all layers of the stack matter, the most under-invested area, and the most interesting one right now, is the deployment layer. It's the actual putting robots in the field to do the work. It's the messy part. It's also where the real learnings come from. Models get post-trained on the specific tasks and all the complexity. It's like when Waymo said at one point, OK we're actually going to build the car now. Right now we have too many people at the intellectual, academic layer. They don't want to do the dirty stuff. Everybody wants to sit in good offices and build models. Nobody wants to put them in the field. Like Chef Robotics doing cooking, or Foundry doing manufacturing. Why aren't people doing it? It's hard. It requires you to understand the customer. And most VCs have no idea about the customer set. We all have friends at Amazon and Google. It's easy to text a friend, 'Would you use this?' and call that diligence. Think about laying the roof on your house. Ten, twenty people show up and do repeat work all day. A robot could do that fast and build a great company. But you've got to be up on the roof with a robot. Few people want to go that far. And that's going to change. I'm investing in it. Others are investing in it. And we'll start to see deployment."frozen14d ago3.9K1032040.48%
We got people saying you need $1B+ to do Seed investing Meanwhile @credistick explains how your risk can actually go up if you raise too much money2d ago3.6K1743000.66%
"Use boring technology widely"frozen6d ago3.4K504020.32%
When it takes longer to post the content case study than ship the new feature. @HanoverPark is on fire. Fastest moving team in NYC.frozen7d ago3.3K1633010.70%
TIL the US financial system almost had a Y2K moment in 2025. Stripe’s 1st employee @darraghbuckley on how the Federal Reserve re-wired everything overnight last year and nobody noticed: "About a year and a half ago, the Federal Reserve updated the messaging spec for wires. Fedwire moved to an international standard called ISO 20022. Nobody knows about this outside a small group. But it required coordination across every financial institution in the country. It was basically a hard cutover, one Sunday night. If anyone described a technology transition like that to you, you'd put your head in your hands. Please don't do that, it'll go horribly. It's kind of like Y2K. And the Fed pulled it off, through months of planning, testing, and good operations. Success was defined as you didn't know it happened. You didn't read on the front page that wires across the nation stopped. So the underlying US payment networks are actually great. We have real-time payments. What's missing is the last mile."frozen7d ago3.1K1006110.57%
TIL Deepseek is almost a Centicorn7h ago2.6K1001030.53%
What's the best example of a team with the highest empowerment culture today?2d ago2.6K1012000.51%
Good thread from @johnfelix123 This point in particular stood out: “Several of the mega funds have raised / imminently closing a single fund this year bigger than all of the first-time fundraising combined.” There is an extreme dearth of firms doing true early stage investingfrozen13d ago2.4K1324061.02%
One of the biggest problems in the world today is that no one pays attention to local politics. So glad that @subes01 is working on this. I met him three years ago and invested on the spot, one of the easiest checks I’ve ever written. If you’re building something that touches the real world, check out what Hamlet is doing to turn local city council meetings that no one attends into data that anyone can use.3h ago1.1K503000.74%