Michael B. Gilroy

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Michael B. Gilroy

Michael B. Gilroy

@MBGilroy

Co-Founder @MarathonMP

Beigetreten Kasım 2013
501 Folgt6.8K Follower
Michael B. Gilroy
Michael B. Gilroy@MBGilroy·
The growth of women’s professional sports is a great thing for society AND business. The point in time math is flawed and compensating these athletes for dedicating their lives to their craft is no different from forward looking valuations in venture capital. They are very clearly growing into these numbers. Attendance in 2025 was up 35% YoY and broke its single season attendance record with many weeks in season remaining. Go @nyliberty. We will see you in May @sabrinaionescu_
Shams Charania@ShamsCharania

Details of a landmark WNBA collective bargaining agreement, per ESPN sources: - New salary cap starting at $7 million, up from $1.5 million - Average revenue share of nearly 20% across deal - Supermax starting at $1.4M - Average salary in range of $600K, minimum above $300K

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Harry Stebbings
Harry Stebbings@HarryStebbings·
Why customer retention and net revenue retention are the two most important signals when investing? "Customer retention and net revenue retention are the two fundamental indicators of business quality. I would take a company doing strong growth with excellent net revenue retention over one growing 10x with poor retention. If customer retention is weak and net revenue retention is below 100% or even 90%, the quality of the business is much lower." @gokulr Love to hear how you think about this @omooretweets @aymanalabdul @justinmateen @karrisaarinen @lpolovets
Harry Stebbings@HarryStebbings

Most podcasts are BS because they are fluffy and lack substance. This is the densest, most insightful episode you will listen to this year. @gokulr breaks down the 8 defensible moats you need for your company to be successful in a world of AI. 1. Data (Proprietary and inaccessible) 2. Workflow (Deeply embedded operations) 3. Regulatory (Licenses and contracts) 4. Distribution (Exclusive proprietary channels) 5. Ecosystem (Third-party platform reliance) 6. Network (Marketplace liquidity density) 7. Physical (Infrastructure and atoms) 8. Scale (Low cost through volume) (Links below)

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Harry Stebbings
Harry Stebbings@HarryStebbings·
What Everyone Should Know About Building a Multi-Product Company: @gokulr "Not every product needs to generate profit. Some products are part of the profit pool and some exist to drive retention. You have to be clear which products are built for profit and which are built for retention.” @gokulr What is your single biggest lesson from building a multi-product company @tobi @harleyf @vladtenev @awxjack @brian_armstrong @zoink @howie_tl @Bouazizalex
Harry Stebbings@HarryStebbings

Most podcasts are BS because they are fluffy and lack substance. This is the densest, most insightful episode you will listen to this year. @gokulr breaks down the 8 defensible moats you need for your company to be successful in a world of AI. 1. Data (Proprietary and inaccessible) 2. Workflow (Deeply embedded operations) 3. Regulatory (Licenses and contracts) 4. Distribution (Exclusive proprietary channels) 5. Ecosystem (Third-party platform reliance) 6. Network (Marketplace liquidity density) 7. Physical (Infrastructure and atoms) 8. Scale (Low cost through volume) (Links below)

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Harry Stebbings
Harry Stebbings@HarryStebbings·
Eight moats of a sustainable company in 2026: @gokulr 1. Data (Google) 2. Workflow (Veeva) 3. Regulatory (Coinbase) 4. Distribution (Intuit) 5. Ecosystem (Shopify) 6. Network (Facebook) 7. Physical infrastructure (Amazon) 8. Scale (NVIDIA) What is the most important for you @honam @rabois @shaunmmaguire @JaredSleeper @karimatiyeh?
Harry Stebbings@HarryStebbings

Most podcasts are BS because they are fluffy and lack substance. This is the densest, most insightful episode you will listen to this year. @gokulr breaks down the 8 defensible moats you need for your company to be successful in a world of AI. 1. Data (Proprietary and inaccessible) 2. Workflow (Deeply embedded operations) 3. Regulatory (Licenses and contracts) 4. Distribution (Exclusive proprietary channels) 5. Ecosystem (Third-party platform reliance) 6. Network (Marketplace liquidity density) 7. Physical (Infrastructure and atoms) 8. Scale (Low cost through volume) (Links below)

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Michael B. Gilroy
Michael B. Gilroy@MBGilroy·
.@HarryStebbings is the 'original gangster' tech and venture podcast host. He has hosted every single important person in our industry. This is his recap of a convo with our co-founder @gokulr @MarathonMP. "This is the densest, most insightful episode you will listen to this year." No further comment.
Harry Stebbings@HarryStebbings

Most podcasts are BS because they are fluffy and lack substance. This is the densest, most insightful episode you will listen to this year. @gokulr breaks down the 8 defensible moats you need for your company to be successful in a world of AI. 1. Data (Proprietary and inaccessible) 2. Workflow (Deeply embedded operations) 3. Regulatory (Licenses and contracts) 4. Distribution (Exclusive proprietary channels) 5. Ecosystem (Third-party platform reliance) 6. Network (Marketplace liquidity density) 7. Physical (Infrastructure and atoms) 8. Scale (Low cost through volume) (Links below)

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Michael B. Gilroy
Michael B. Gilroy@MBGilroy·
@aopaderf @CinemaTweets1 As an extremely casual consumer of film… I sat through most of the Oscar’s and it is objectively 50/50 political propaganda / cinema. The Academy has lost the plot, I applaud him being principled
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Cinema Tweets
Cinema Tweets@CinemaTweets1·
Sean Penn didn’t show up tonight to accept his historic 3rd #Oscar. I’m not going to lie, this defintely left me disappointed. I’m a massive Penn fan & an Oscar historian. It would’ve been a really cool moment to see Penn accept this award. Sort of a let down he didn’t show up.
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Michael B. Gilroy
Michael B. Gilroy@MBGilroy·
We have seen a lot of magic come out of team @cloudwalk over the years, but 2025 was the defining year for the business. - $180k of NET INCOME per employee - Revenue growth accelerated every single quarter - Take rate grew ~10% YoY with 14 different software products now attaching to payments - Launched U.S. business now with 10's of K's of merchants - Programmed humanoid payments robot to take over the Sao Paulo office...
CloudWalk@cloudwalk

2025 was a defining year for CloudWalk. We solidified our Self-Driving Finance vision and proved that AI isn’t just a tool, it’s the ultimate engine for global scale. Our year-end results reflect an extraordinary hyper-growth journey, hitting a $1.3 Billion Annualized Revenue Run Rate and an industry-leading $1.8 Million Revenue Per Employee in 2025. What drove this success? - AI-First Efficiency: We’ve set a new global benchmark in operational excellence. At CloudWalk, AI is the backbone that automates complexity, allowing entrepreneurs to reclaim their time and focus on growth. We don't just "implement" AI; we breathe it. - Going Global: We’ve evolved from a leading Brazilian fintech into a global powerhouse. In 2025, we successfully expanded our operations to cover all 50 U.S. states, taking our proprietary technology to the world’s most competitive market. - Empowering the Entrepreneur: In Brazil, one of the world's most vibrant entrepreneurial hubs, our 6.3 million customers are the heart of everything we build. Our mission remains clear: democratizing access to the world’s most advanced financial technology. As our CEO, Luis Silva, often says: “Every fintech says they use AI. We are an AI company that happens to do finance.” We are just getting started.

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Karoline Leavitt
Karoline Leavitt@PressSec·
This post and story should be immediately retracted by ABC News for providing false information to intentionally alarm the American people. They wrote this based on one email that was sent to local law enforcement in California about a single, unverified tip. The email even states the tip was based on *unverified* intelligence. Yet ABC News left out this critical fact in their story! WHY? TO BE CLEAR: No such threat from Iran to our homeland exists, and it never did.
ABC News@ABC

BREAKING: The FBI has warned police departments in California that Iran wants to retaliate for American attacks by launching offensive drones against the West Coast, according to an alert reviewed by @ABC News. Read more: abcnews.link/DEOBFK3

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Michael B. Gilroy
Michael B. Gilroy@MBGilroy·
We are completely unprepared for this & sadly this is very obviously the format of the next major terrorist attack on our country. As a father I cannot justify attending major events like the @Olympics until we are fully equipped to combat these drones. I hate how obvious this is.
Breaking911@Breaking911

BREAKING: The FBI has warned police departments in California that Iran wants to retaliate for American attacks by launching offensive drones against the West Coast -ABC

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Michael B. Gilroy
Michael B. Gilroy@MBGilroy·
@CarrascosaCris_ Can we settle on “procurement payment orchestration” and come up with a new set of regs everyone has to follow? :)
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Cris Carrascosa ⚡️
Cris Carrascosa ⚡️@CarrascosaCris_·
@MBGilroy If it needs a CASP and a PSP, it’s not a payment orquestration 🫠 it is, by nature, something different and approaching it like an orchestration will surely imply technical inaccuracies. But I get your point.
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Cris Carrascosa ⚡️
Cris Carrascosa ⚡️@CarrascosaCris_·
Not with stablecoins. These products with stablecoins have nothing to do with payment orquestration. They aren’t similar to FX either, nor acquiring services. Payment regulation, processes, and even reliance rules do not apply mutatis mutandis here and they actually provoke the worst legal consequences I’ve seen to date in the ecosystem.
Michael B. Gilroy@MBGilroy

This is payments orchestration with some new words. It’s been around for a decade.

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Michael B. Gilroy
Michael B. Gilroy@MBGilroy·
I agree on how it’s regulated. However, it’s still a money services business, and it still requires a payfac on the backend (which will provide an entire other layer of regs). Crypto adds a new layer of regulation on top of all of this. It’s regulated differently but this is absolutely payment orchestration, almost by definition
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Cris Carrascosa ⚡️
Cris Carrascosa ⚡️@CarrascosaCris_·
@MBGilroy That they aren’t regulated by payments, but crypto’s and hence, aren’t similar (not a bit) to payment orquestration services. It’s not that they’re different, it’s that they aren’t even under the same kind of regulations
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@nyliberty @sabrinaionescu_ @gokulr @omooretweets @aymanalabdul @justinmateen @karrisaarinen @lpolovets