Alex Gu
362 posts

Alex Gu
@AlexGuuu
building in consumer // ex @coinbase




Drawdown sure, but hard for me to see asteroid completely rolling over. Inherently tied to external catalysts, spaceX mascot + biggest IPO in history within the next few months. Think time horizons on this need to be a bit longer than they otherwise would be.





We (@slashapp) raised a $100M Series C at $1.4 billion valuation to build the world's most powerful business banking platform.¹ The round was led by @RibbitCapital, and co-led by @khoslaventures & @GoodwaterCap. And we're releasing Twin: the world’s first AI private banker.



sometimes you can have no opinion on markets. lots of headline driven PA these days that can turn ugly charts pretty and pretty charts ugly (aka we're just chopping). enjoying the volatility gold silver zec oil looks like it's starting to top off which could be a good sign for temporary relief but lots of stuff still looks ugly aka enjoy the chop, some good volatility here :)






starting a consumer company is basically opting into pain as a lifestyle. you need this weird, almost contradictory stack which is taste + timing, future intuition + present execution, & culture fluency + product rigor. most ppl have like… one of these. maybe two if they’re lucky. oh the worst thing is that there’s no clean feedback loop. ain’t no tidy dashboards telling you you’re right. it’s mostly vibes, weak signals, & ridiculously delayed validation if it comes at all (kinda like being in a toxic situationship). you’re effectively betting on something that doesn’t fully exist yet, using instincts you can’t quite articulate, in a market that will happily ignore you until it suddenly doesn’t. this is one of the most asymmetric games you can play but also one of the least coherent while you’re in it. i think of it as playing a video game in hall of fame difficulty with no tutorial & half the UI missing.









