Dylan Whitman

@moneyfetishist He’s not advertising to these people he is making fun of them.

I just want to know how many potential clients there are besides me for this campaign wtf this is way to specific.

@ragebaitkitty @RHouseResearch These were his podcast guests

@RHouseResearch Putting one’s headshot next to world’s most famous investors and founders says a lot doesn’t it?

Genuinely the most unlikable prick in all of venture capital, which is saying a lot

@Ineedcashmere @jai_deshpande @RHouseResearch His whole fund was built on gaining attention ? The attention is what made him a VC.

@jai_deshpande @RHouseResearch Go back to college bub, why would a VC care about attention dumbass ?

@replicators17 @leshka_eth He raised a venture capital fund - as a result his fund (assuming he has partners it will be split) are generally entitled to 20 pct of the gains.

@leshka_eth Can’t think of any movies he was in. Where on earth did he get $30m from?

🚨INSANE BET: IN 2019, ASHTON KUTCHER PUT $30M INVESTMENT IN OPENAI NOW THE COMPANY IS EYEING A $1.5 TRILLION IPO HIS STAKE IS WORTH 3 BILLIONS DOLLARS RIGHT NOW ASHTON WILL BECOME THE REACHEST ACTOR IN THE WORLD AFTER IPO

@LiebermanAustin @oasishealthapp @natelagos

Thanks to the @oasishealthapp I’ve switched from poisonous FairLife Protein Milk to Bourbon and I can’t even begin to explain how much healthier I feel.

@hovinthenorth @shaunmmaguire 🔥🔥🔥🔥

@shaunmmaguire @Chillestdotcom 👀

The moment we've all been waiting for!!! 🚀

@HireFireTeam @AaronOrendorff lol

@AaronOrendorff We still doing AI wrappers in 2026?

Creative production in 2021: $10k/mo agency retainer 3 weeks to make 4-8 new ads a quarter Pray to Zuck for a winner Creative production in 2026: Connect your Shopify Hook up your ad accounts 3 minutes per ad 30 ads/wk minimum Trained on thousands Of winning ads

@AaronOrendorff Proud seed investor !

@codyplof @jacob_posel Glad you’ve been getting value from them!

@jacob_posel Big fan. Great team and they built right for the time

Respect to Polar, seemed to just pop up out of nowhere and now everyone talking about them

@Jason @knightblade008 She doesn’t need it you all don’t realize the dough her husband has 😂

@knightblade008 sure... maybe?

We will donate $100,000 to the charity of Elizabeth Holmes’ choice to do a one hour fireside chat at All In Summit (may 15-17th, Miami). [ This is not a joke. Ask me anything. ]

@NotZainAgain @Seanfrank @codyplof @SanjayAtPlay @ashvinmelwani @jacob_posel @AndrewDurot Bro has a very small circle of influence

The eCommerce to politics pipeline is honestly impressive @Seanfrank : future mayor of LA @codyplof: current comptroller of Montclair, NJ @SanjayAtPlay: future mayor of Dallas @ashvinmelwani : current mayor of NYC @jacob_posel : current mayor of Indianapolis @AndrewDurot : future governor of 51st state who’s next?

@adxtyahq Probably super fun at a party

you know the startup is gonna be insane when the founding engineers look like this

@iamshackelford It’s a skill developed over time

Most entrepreneurs I know are trying to add more.. More revenue. More headcount. More offers. More content. I spent the last year doing the opposite. Trying to figure out what I actually want less of. Less meetings that could've been a Loom. Less partners who need hand-holding. Less projects I said yes to out of FOMO. Kingsley turned 2 recently. I missed a Tuesday afternoon with him because of a call that genuinely did not matter. That's when it clicked. The real flex isn't the calendar full of opportunities. It's the calendar with protected white space. Subtraction is a skill. Most people never learn it.

@natelagos Where this at?

God’s country

Secondary SPVs are not Russian nesting dolls where every layer recharges fresh fees and carry on the same capital. Most of those economics were already borne by earlier investors. The downstream buyer is purchasing an existing position with a negotiated waterfall and exposure profile. The math in this post treats secondaries like newly syndicated primary deals, which is not how most of these structures actually work.

You invested $100K via a 3-layer Anthropic SPV at $380B valuation. Third layer takes 15% management/set up fees and no carry Second layer takes 10/20 First layer takes 10/20 So your real investment is 100*0.85*0.9*0.9=$68.85K. Given nobody scammed anyone in the matryoshka An exit at $1.4T IPO gets you a MOIC of ~2.8x after dilution. That’s $192K on the first layer. The first layer takes 20% carry, you have $167K left The second layer takes 20% carry ($36.4k), you have $130.6k left So you have made a $30K return on a $100K investment in a year. So layered SPV investment got you a 68% Anthropic exposure. Buying Google stock gets you 14% and Amazon - 18%. AND a multiple on all the money Anthropic spends on compute (most of their money). AND exposure to a money-printing business with a strong AI component that rivals Anthropic. AND no scam risk. While the 32% lost in SPV fees just fund someone’s coke habit in Miami. Same $100K put in AMZN and GOOG over the same time period would also get you the 30% return. You’re welcome.

@harleyf @tomfgoodwin lol

@tomfgoodwin You don’t think I know how people shop?!? 🤨

I’m convinced these people have no idea how people actually shop and how the internet will actually evolve if bots are everywhere. For example how every credit card company will freak out and change Charge backs

@ItsElanaGold I don’t get it, it’s still likely going to be a 2/20 total or wahatever was sold there’s just deals on the backend splitting the carry

SpaceX is about to IPO. And thousands of LPs are about to realize what they actually own. Many are sitting in triple or quadruple-layer SPVs. By the time the carry, management fees, and waterfalls play out... they're getting 25% of the outcome they thought they would. They thought they owned SpaceX. Not an SPV that invested in an SPV, that invested in another layer SPV that had access to a VC that invested. The lawsuits after this IPO are going to be insane.

@jchdotme @MehtabKarta What it low key? Compared to PB etc it is!

@Chillestdotcom @MehtabKarta not in june

Fun stuff to do with a 1.5 year old in San Diego in June?

@AndrewDurot @x_armand @x_armand is actually correct in his analysis of the premise

@x_armand Why would it be at software margins? I think the idea is that saas days are gone and seans are the next best thing

The VC groupthink on SaaS becoming services has a tenet that I do not understand. Why would you be able to deliver services at software margins for any investible period of time? Basic economics would assume the competition would drive price down.