Barrett Davis

@Viaaaron This is the best use of AI tokens I’ve ever seen. Thank you. Will promote

Make your own-- exhibit-sms.com

"People trust Jordi"

@naterez94 @ankurnagpal Ultra wealthy use advanced funds like AQR etc. AQR is full in fidelity right now, I’m in it but cant add more to the fund

@ankurnagpal whats your fav tax loss harvesting product?

Tax loss harvesting is pretty insane I'm up almost 10% for the year simply investing in S&P 500 But because I use a direct indexing strategy instead of buying an ETF, I have 50K in "tax losses" I can use to offset the gains from selling my startup Feels like a cheat code

This might actually work for fully scaled enterprise corpse companies.

@zachtratar Dude this hits so hard. I have to kill it off soon for our company too.

Datadog is the only company I know of where everyone who churns loves it and doesn’t want to churn, but is forced to because their biz side insists on absolute extortion. Engineers usually fight for good tools. But even when they hear the bill $, they go “wait, what?”

@realjayg @PathOfMen_ Haha 😂

@PathOfMen_ Yeah but When I get in is when the party ends…

POV: You realize a 25-year-old turned $225 million into $5.5 billion in 12 months and just told you exactly what he’s buying next.

@pwnstar @gabriel_horwitz Twitter gone full circle on this one lol. Epic shitpost

@gabriel_horwitz I feel so sorry for this woman. Being accused falsely of sexual assault is one thing, but being falsely accused of sexual assaulting an Indian is like the deepest fucking insult a moderately attractive white woman can endure on this planet. She may never recover from this.

Turns out the story of the year was just...made up. and it gets worse. - John Doe is Chirayu Rana, 35, now a principal at Bregal Sagemount. he left JPMorgan and went straight to private equity. - The whole "threaten his bonus" premise collapsed. Hajdini reported to a completely different managing director than Rana. she had no say over his compensation. - JPMorgan pulled phone records, reviewed emails, interviewed the full team. found nothing. Rana even refused to participate in his own investigation. - A colleague described Rana as "socially awkward" but someone who "met the requirements" to stay at the bank. - Before any lawsuit, he tried to negotiate a payout in the "millions" to leave the bank quietly. they didn't bite. - He filed court filing, then his lawyers retracted it for "corrections" and deleted it. But the Daily Mail already ran the whole thing and the rest twitter did its thing. so he tried to get paid, didn't, then filed a now-retracted complaint against someone who couldn't touch his bonus. wild. feel terrible for her and her family.

@chamath @signulll Unapologetic chamath is the best ☝🏻🙏

@signulll Per month??

~$10m is the sweetest spot for wealth. beyond that it’s marginal returns & you don’t feel hungry.

@devsharmatwt @khushiirl Same. Did a huge conf presentation on Claude co work now I got thousands of people in my industry gaslit lol “They didn’t nerf Claude” // “it was just a bug” 🤣🤣🤣🤣🤣

@khushiirl Claude my love betrayed me 💔

Why is everyone making a shift from Claude to Codex?

@icanvardar Scamaltman looking like a saint out there

openai is less evil than anthropic and it’s not even close

Some rookie developer is about to tank your game into the grave. The curve is supposed to ramp up and also the number of games ramp down. It’s a double sided exponential curve.

@SMITEGame is the new point of the match abandoning rules to quit the game? No one going to sit here for 10 minutes 5x. Power outages ruined this for my whole group. It’s exponential too, no sits there for 10 minutes and then it causes more missed queues. “Exponential Backoff”

@thogge @gerstenzang I know, man taking shots with yanking the chart

@gerstenzang Ok. Extend your graph. From zero to this number in 18 years.

@burkov His first purchase LOL. Bro is literally typing this on Twitter, now called X 🤣🤣🤣🤣🤣

Cursor is Elon's first purchase, which is a huge mistake. A coding agent harness is now open source (see Codex and Claude Code). The current design works virtually perfectly, so there's no need for a fundamentally new design. One can say that agentic coding is solved. One might argue that he bought Cursor for users, but users, as we know, switch between coding IDEs frictionlessly, so it's not like Twitter, where you cannot leave without losing followers. Cursor is an emperor with no clothes. A shell without substance. You only know it exists because it's been there before most others.

@covered_call Hey man. Thank you for this. I was very interested in this fund but something seemed off. Damn you did a great job of breaking this down.

Dave is right - USVC yet another grift in the world of retail-accessible VC. I went through the 56-page prospectus and its even worse than the tweet suggests: 1. Fee stack: 3.61% gross annual expense ratio, capped net at 2.50%. Underlying SPVs/VC funds charge another 1–2.5% mgmt + 20–30% carry on top. You're paying 3+ layers of fees before any return hits your account. 2. The prospectus states twice, verbatim: "The Investment Adviser has no previous experience managing a closed-end, registered investment company." The adviser was formed Dec 2023 and rebranded from "Strawberry Tree Management" to "AngelList Asset Management" last November. 3. Portfolio manager Ankur Nagpal is compensated on AUM growth, not performance. Straight from the prospectus: his Carry acquisition earnout "includes contingent payments tied to USVC's growth in assets under management." Textbook non-traded REIT incentive structure. 4. AngelList gets paid three times on the same dollar: • 1% advisory fee to AngelList Asset Management • Up to 5% of profits to Platform Advisor LLC (AngelList affiliate) • Fund admin fees to Belltower Fund Group (AngelList affiliate) 5. NAV is sponsor-marked - the adviser is its own "valuation designee." Prospectus disclaimer: "Fair value prices are necessarily subjective in nature…no assurance that such a price will be at or close to the price at which the security is next quoted or next trades." 6. "5% quarterly redemptions" is marketing. Reality: Board can cancel any offer, can offer less than 5%, can repurchase at a discount to NAV, and oversubscribed offers prorate. Straight from the doc: "Shareholders should not rely on being able to tender the full amount—or any—of their Shares." 7. Naval frames it as "VC for everyone." The prospectus describes a non-traded CEF with sponsor-marked NAV, AUM-linked manager comp, three layers of affiliate fees, and gated discretionary liquidity. Retail doesn't need access to private markets this badly.

@tgeisenheimer @webaficionado What you move too?

@webaficionado Churned Salesloft customer here. Good inclusion for this list 😬

Who’s next on the PE SaaS wipeout list? UserTesting, Pipedrive, Salesloft, iCIMS would be my top picks.

@pokeywhite @WOLF_Financial No, SMB hates sending money

@WOLF_Financial The suggestion that someone can find 10+ service businesses that are going to pay $30,000 per year to an "AI guy" that walked in off the street is one of the dumbest statements I've ever seen. Does anyone actually buy this crap?

CHRIS CAMILLO JUST LAID OUT HOW TO MAKE $500,000 A YEAR AS AN "AI GUY" FOR LOCAL BUSINESSES His blueprint: 1. Walk into any HVAC, plumbing, or sprinkler business. 2. Ask where they're leaking money. 3. Build them an AI agent that answers after-hours calls, sends instant texts, and gets quotes out in real time. 4. Integrate it with their CRM for free. 5. Charge them $2K-$3K/month to be their "AI guy." Repeat across 10-20 businesses. "There are people right now doing this."

@Austen It’s so frustrating here’s the worst CEO on the planet when he speaks to the public. I thought engineers were jobless 2 years ago?? Tired of his product marketing

Honest question: Why does he keep saying this?

@nicole_clash Damn. Not a good look. One angry email to a lawyer? 15k wasn’t a settlement 🤣

Yesterday was my last day at Riot Games. It’s been 3 years since I dropped out and joined the company. And despite the way my relationship with Riot ended, this has been the best learning experience I could have asked for. I had the chance to work with an amazing, passionate group of people, and count it among my many blessings. I was fired. I did not leave, and I was not laid off. I’m not going to come on here and pretend otherwise. They flat out fired me, and offered me 15k to keep my mouth shut. Needless to say, I did not take them up on that. The official reason for my termination that I was given was about an Applied AI pitch deck I made. I had put it up as a website with a password protection on it before sharing the site with our execs. They are claiming that I broke confidentiality. While I highly doubt that this was the real reason, I’m not gonna open myself up to libel by saying here what I believe the real reason to be. There has been no proof that anyone outside of Riot has seen the pitch deck, and that the security measures I’ve taken were not enough. What is more absurd, however, is that our CEO and various other execs have read it, told me how much they enjoyed reading it, and further encouraged me to explore the concepts I’ve outlined in the deck. Zero mention of needing me to take it down. If this was the decision of a random middle manager up my chain of command, I would have found that a lot easier to accept. What broke me though was the fact that an exec who I viewed as a role model, one of two people that I shared the deck with originally, who explicitly told me to share it out further, he knew about my termination ahead of time. And he did nothing to stop it. I was sad. Then I was pissed. Then I was sad and pissed. Now though, all I feel is an overwhelming sense of freedom. Normally, posting something like this is a big no no, since it will kill your chances of ever working in corporate. Luckily for me, I have made the decision that I will never work corporate again. Riot, if you’re reading this, I have also made the decision to not legally pursue the case of wrongful termination. We’re cool. I’m taking today off. Tomorrow is my first day as an entrepreneur. This is a step that I’ve thought about taking for a while now, but could never bring myself to leave Riot for. In a twisted way, I’m grateful the decision’s been made for me. I have a few ideas on direction. I will not be raising money. And I cannot wait to build, truly build.

Team USA!

@4w_real @LipBuTan1 This is hilarious well done bro. Hope the man upstairs sees this lol

@LipBuTan1 And its showing results already

Elon has a proven track record of reimagining entire industries. This is exactly what is needed in semiconductor manufacturing today. Terafab represents a step change in how silicon logic, memory and packaging will get built in the future. Intel is proud to be a partner and work closely with Elon on this highly strategic project 🚀🚀