Eric Cho

50 posts

Eric Cho banner
Eric Cho

Eric Cho

@_ericcho

building Trata (YC W25)

New York, USA انضم Haziran 2015
683 يتبع420 المتابعون
تغريدة مثبتة
Eric Cho
Eric Cho@_ericcho·
The coolest publicity we could ask for. I’ve been a fan of Money Stuff for years!!! @matt_levine 🤝 @trytrata Public investors: My DMs are open. Funding secured. As always feel free to reach out anonymously. Acceleration coming soon bloomberg.com/opinion/articl…
English
2
2
17
2.9K
Eric Cho
Eric Cho@_ericcho·
@perplexity_ai computer might be the most impressive thing I’ve seen in a long time
English
0
0
3
60
Paul Cerro
Paul Cerro@paulcerro·
Done about half a dozen calls myself on @trytrata and it's really great to talk to other buyside analysts about companies. Great resource for those looking for more in-depth conversations with a lot of give and take for anyone trying to get up to speed on a name
Trata (YC W25)@trytrata

Trata (@trytrata) is now on FinTwit. We host anonymous buyside to buyside conversations via voice calls. We work with 125+ funds (vs. 10 in March) and receive 25-30 human-to-human calls weekly. We compile these conversations into a library of investment research. EX: Fund 1 is bullish and Fund 2 is bearish on $OPEN, they ask each other questions they want answered surrounding the key debates for anywhere between 30-60 minutes. The average fund on the platform: ~$200-400mm in AUM, 3 investment professionals, fundamental research focused. These funds use tools like Bloomberg and third-party expert networks, and have regular access to management teams. To the qualified lurkers and anon accounts of FinTwit: Request a call on any ticker (bull or bear). If we pair you, we’ll give you: 1. Access to that transcript and any transcripts on that ticker published through the end of 2026 2. Airpods

English
1
0
5
2.6K
Eric Cho
Eric Cho@_ericcho·
Trata is now live on X
Trata (YC W25)@trytrata

Trata (@trytrata) is now on FinTwit. We host anonymous buyside to buyside conversations via voice calls. We work with 125+ funds (vs. 10 in March) and receive 25-30 human-to-human calls weekly. We compile these conversations into a library of investment research. EX: Fund 1 is bullish and Fund 2 is bearish on $OPEN, they ask each other questions they want answered surrounding the key debates for anywhere between 30-60 minutes. The average fund on the platform: ~$200-400mm in AUM, 3 investment professionals, fundamental research focused. These funds use tools like Bloomberg and third-party expert networks, and have regular access to management teams. To the qualified lurkers and anon accounts of FinTwit: Request a call on any ticker (bull or bear). If we pair you, we’ll give you: 1. Access to that transcript and any transcripts on that ticker published through the end of 2026 2. Airpods

English
0
0
5
455
Eric Cho أُعيد تغريده
Austin Walker 🛴
Austin Walker 🛴@austinxwalker·
when you’re young, you should minimize the degrees of friction between you and serendipity. don’t live 2 hours outside the city to save a few bucks on rent. you’ll miss the last-minute dinners and random meetups that could change your life, and pay back everything you “saved”.
English
85
487
9.2K
237.6K
Eric Cho أُعيد تغريده
Prompter
Prompter@PromptLLM·
you don't have a discipline problem. you have an environment problem
Prompter tweet media
English
4
98
768
44.5K
Shrey Gupta
Shrey Gupta@shreygupta·
what’s stopping u from coding like this
Shrey Gupta tweet media
English
2
0
14
603
Eric Cho أُعيد تغريده
Startup Archive
Startup Archive@StartupArchive_·
Bill Gurley on why “TAM conservatism” often hurts investors “I’ve found that TAM conservatism hurts you more than it helps you as an investor. If you feel like something is super disruptive and it’s unlocking things, your optionality to build on top of that is going to be pretty spectacular.” Bill recalls NYU professor Aswath Damodaran’s conclusion that Uber was worth only $5.9 billion given the size of the taxi market. Bill responded in a blog post titled “How to Miss By a Mile”: “There are multiple reasons why this is a flawed assumption. When you materially improve an offering, and create new features, functions, experiences, price points, and even enable new use cases, you can materially expand the market in the process. The past can be a poor guide for the future if the future offering is materially different than the past.” To be fair to Aswath, Bill already knew that Uber was 20x the size of the taxi market in San Francisco at the time. But Bill cites a McKinsey study as another classic example. In 1980, they predicted that cell phone penetration in the U.S. by 2000 would be 900,000 units. This turned out to be less than 1% of the actual figure, 109 million. As Box CEO Aaron Levie put it: “Sizing the market for a disruptor based on an incumbent’s market is like sizing the car industry off how many horses there were in 1910.” Today Uber’s market capitalization is north of $150 billion—almost 30x Aswath’s estimate. Video source: @tferriss (2023)
English
6
61
476
74.1K
Eric Cho
Eric Cho@_ericcho·
@spencermateega @valsai hyperscalers are using a six-year straight line depreciation policy on the equipment they’re using. But NVDA comes out with superior tech every two years so the depreciation should be two years instead. pls include this in the evals
English
1
0
1
69
Abhi Aiyer
Abhi Aiyer@abhiaiyer·
Friendship
Abhi Aiyer tweet media
English
3
0
17
947
Abhi Aiyer
Abhi Aiyer@abhiaiyer·
Friendship
Abhi Aiyer tweet media
English
2
0
9
394
Shrey Gupta
Shrey Gupta@shreygupta·
farewell activities for the departure of our software eng intern @DemicLive
Shrey Gupta tweet mediaShrey Gupta tweet media
English
1
0
4
727
Alexander Chen
Alexander Chen@alexanderqchen·
Does your CEO take calls in Times Square during a company outing?
English
2
0
9
1.6K
oc ulus
oc ulus@oc_ulus·
@AndrewRangeley @trytrata How do we actually access it? Is there a paywall? Putting in an email just says wait and nothing happens.
English
1
0
0
156
Andrew Walker
Andrew Walker@AndrewRangeley·
In this clip from #YAVP episode #328, @orel2589 discusses what he thinks the market is missing at $CLBT
English
4
2
22
7.3K
Eric Cho أُعيد تغريده
sarah guo
sarah guo@saranormous·
I don’t sleep very much, so I have been really enjoying reading a bunch of dotcom bubble/bust era books. this was written (by a software engineer) about the uselessness of mobile:
sarah guo tweet media
English
53
28
740
56K
Eric Cho أُعيد تغريده
rwlk
rwlk@sherlock_hodles·
"Nobody is an atheist at 50x leverage" is the realest thing ever written on this app
English
147
1.8K
21.6K
1.2M