Pascal Levy-Garboua
5K posts
Pascal Levy-Garboua
@2pasc
I buy small profitable SaaS for small businesses at Noosa Labs. Venture @LongJourneyVC / 1st Exec @Checkr / Host of Indie Board Session
www.noosalabs.com Katılım Ocak 2007
778 Takip Edilen2.5K Takipçiler
MAGA is now Zionist neocons cosplaying as MAGA, along with some zombies who haven’t picked up on what’s happened yet
it is for all intents and purposes completely dead as a political movement
RIP MAGA (2015-2025)
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@2pasc @DCinvestor Could be true, but if so says volumes about Trumps ability to chooose qualified personnel.
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i am no Tucker Carlson super fan, but this is one of the most important interviews in American history
all citizens who care about the future of the republic should watch it
he will be demonized ad nauseam by the powers that be, but Joe Kent is thoughtful, and he is a patriot who has given everything to his country
Tucker Carlson@TuckerCarlson
Joe Kent on why we actually went to war with Iran.
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@king_hustles @DCinvestor I read it. This semi-distancing and fake naiveté means whatever people want to read into it.
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@2pasc @DCinvestor You might actually be retarded or ignorant. Not sure which. Read better Pascal
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@2pasc @DCinvestor Where has Joe Kent said he is a Fuentes supporter??
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Pascal Levy-Garboua retweetledi
@kofinas It may be that a lot of your followers want to cling to the old world that TRUMP is destroying with a seasaw.
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@mohbii All businesses need to change somewhat post-acquisition.
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Saw a business last week. 6 months old, $20K MRR, profitable, growing fast. Built entirely with AI tools. It works, but the code's a black box.
Vibe-coded businesses are hitting the acquisition market. Buyers like me need to figure out what they're actually worth. 🧵 1/7
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@diligentsAI It moves the multiple in the sense that it makes the business buyable, yes!
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Great points. From the broker side, we'd add: valuation discounts of 30-50% for AI-built businesses are becoming standard. Buyers want proof of concept + data + customer relationships — the code is almost secondary. The real question: can the business run without the founder's tribal knowledge? That's what moves the multiple.
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7/ The moat was never the code. It still isn't.
But the risk profile of AI-built businesses is different, and buyers need to adjust their diligence accordingly.
What's your take on vibe-coded businesses? 👇
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6/⚠️ What's the rebuild cost?
Sometimes the honest answer is: the code isn't maintainable, but the concept is proven.
In that case, I price in a full rebuild. That changes the math significantly.
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5/⚠️ Is the growth real or manufactured?
Fast growth on a 6-month-old product could be great PMF, or a viral moment that's already over.
I look at cohort retention, not topline MRR. If 3-month customers churn at 15%, the growth story is a mirage.
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4/⚠️ How fragile is the stack?
AI code can be brittle. One library update, one API change, and everything breaks.
I want to know: Is it modular? Are there tests? Or is it copy-pasted from Claude and no one understands what it does?
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3/⚠️ Can you ship without the founder?
If they're the only one who can prompt AI to fix bugs, you're not buying a business.
I need to know if a competent dev can pick this up, or if the whole thing collapses when the founder walks.
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2/ I don't dismiss them outright.
If the product solves a real problem and customers keep paying, code quality matters less than you'd think.
But I do ask harder questions upfront.
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@Stickwic @Beberinho09233 Et des joueurs (Greenwood, Rabiot, Sanchez, Aubameyang, Saliba, Aguerd, etc...) qui sont 1000 fois plus prestigieux que tous ceux qu'on a eu les 20 dernières années (Payet, Thauvin, Ayew) post Drogba.
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Des podiums alors que ça n’arrivait pas avant lui ? Mais bon quand on est en service commandé…
nadia@naad_kh
J’aimerais bien savoir ce que Pablo Longoria a fait de bien sportivement à l’OM ? Je pose juste la question car vous êtes nombreux à le défendre comme si avec lui , l’OM a avait ramené des titres européens et nationaux . Je pose la question ( avec respect bien sûr ) #TeamOM
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@kofinas Beautiful - and reflects well how I feel. I have accepted that everything might change, and be ready for it.
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I often find myself holding my heart these days. With all the talk about machines replacing humans it’s important to remember that the seat of wisdom—a mysterious form of knowledge that cannot be learned in a book or queried through a chat box—runs through every human heart.
Demetri Kofinas@kofinas
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@CaptainMassalia @OM_corbeau Exactement. C'est incroyable de demissionner au premier coup de vente pour un DS.
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@OM_corbeau Ceci dit les supporters de l’OM qui reclament le depart de Mc Court voire de Longoria sont fous. Ils auraient prefere la situation de Nice? celle de Bordeaux?
Textor? Faire du trading comme Lille?
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@OM_corbeau Je suis d'accord pour Conceicao, mais il n'a pas voulu venir la premiere fois, comme Paulo Fonseca avant lui.
Perso, je prefere payer pour l'avoir lui que Beye qui ne m'inspire aucune confiance, notammant pour la saison prochaine.
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Je n'étais pas pour la venue de De Zerbi (on me l'a reproché en interview) car c'était pour moi jusqu'à présent une construction médiatique qui aurait tout à prouver à l'OM. J'étais pour la venue de Conceiçao. Mais je ne voulais pas non plus que DZ quitte l'OM en pleine saison.
Le Corbeau Phoceen ©@OM_corbeau
Tu es entraîneur. Tu perds un trophée des Champions en menant au score à quelques minutes de la fin du match. Tu prends 0-3 contre Liverpool en C1. Puis encore 0-3 contre Bruges en te ridiculisant devant l'Europe. Puis 0-5 contre le PSG. Aucun n'aurait résisté à cet enchaînement.
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