Michael Fertik

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Michael Fertik

Michael Fertik

@michaelfertik

Investor, Entrepreneur, NYT Bestseller. המבין יבין Join my Substack on Books, Politics, Investing, & Guts https://t.co/6at6XfkfKW

가입일 Mayıs 2009
211 팔로잉14K 팔로워
고정된 트윗
Michael Fertik
Michael Fertik@michaelfertik·
"The Left Right Now." A song for uplifting the soul.
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Squawk Box
Squawk Box@SquawkCNBC·
"What I was betting on was the jockey and not the horse. I was betting on them as extraordinary people," says early investor of Cursor @michaelfertik following its $60B deal with $SPCX. cnb.cx/4oGjzO0
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University of Austin (UATX)
If you could require every college freshman in America to study one specific book, what would it be?
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Niko Bonatsos
Niko Bonatsos@bonatsos·
SpaceX agrees to acquire Cursor at $60B. This is the largest ever M&A transaction of a VC backed company! Congratulations to everyone involved! Super proud of my OG partner @michaelfertik at @VerdictCap for his first money investment in Anysphere back in the day!
SpaceX@SpaceX

SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models. For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon. We look forward to working closely with the Cursor team to advance our frontier AI capabilities

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Sophia X
Sophia X@tweetShanghai·
HUGE Congratulations to @michaelfertik , the very FIRST investor of AnySphere (the parent company of @cursor_ai ) and the ONLY investor for a long time. Legendary!
SpaceX@SpaceX

SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models. For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon. We look forward to working closely with the Cursor team to advance our frontier AI capabilities

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Michael Fertik
Michael Fertik@michaelfertik·
No that can’t possibly be Paraguay’s real national anthem.
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Chad Felix Greene 🇮🇱
Chad Felix Greene 🇮🇱@chadfelixg·
I would honestly love to hear an actual criticism of Israel. Go. It's fine. I give you permission. You're 'allowed.'
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Squawk Box
Squawk Box@SquawkCNBC·
“I do think that going first probably weighed very heavily on the minds of those strategizing the timing of the IPO,” says tech investor @michaelfertik on Anthropic filing to go public.
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Michael Fertik
Michael Fertik@michaelfertik·
End penalty kick victories forever.
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Michael Fertik
Michael Fertik@michaelfertik·
EVERY PERSON WHO LOVES FOOTBALL … ALSO HATES FIFA.
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Michael Fertik
Michael Fertik@michaelfertik·
@simon_schama I believe you expend your bullets criticizing Bibi and attacking his more unappealing coalition partners because you perceive some intellectual honesty or consistency in doing so and some credibility you imagine you thereby earn among some quarters. All of this is in error.
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Niko Bonatsos
Niko Bonatsos@bonatsos·
Loved chatting about First Money VC investing with @DWeisburd l!
David Weisburd 🚀@DWeisburd

@bonatsos invested in Snap ($10B+) and Discord ($25B+) before those markets even had names. And his core belief is uncomfortable: By the time the broader venture industry agrees a market is important… most of the asymmetric upside is already gone. @cursor_ai was already worth billions before “vibe coding” became mainstream. The best founders had already emerged. The best early investors were already in. That changes how Niko invests today. He’s not looking for consensus. He’s looking for founders who learn in days what most people learn in months. And he believes many of the biggest opportunities right now are precisely where institutional attention is weakest: • Consumer • Gaming • Crypto • New behaviors that don’t yet fit neatly into existing markets One line from the conversation stayed with me: “The best startup markets don’t exist yet.” We also discussed: • Why AI is compressing startup fundraising cycles from months into days • Why many Series A rounds may disappear entirely • Why venture capital increasingly behaves like a corporate ladder • The hidden traits behind elite founders • Why independent thinking is far rarer than intelligence We’d also like to thank @AlphaSenseInc for sponsoring this episode. Continue below 👇 youtube.com/watch?v=6llnQJ…

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