Greg Baker

@AndrewMichaan I am deeply sorry for your loss. Keep her legacy and memory alive by seeing all of your memories with her on a private timeline by using Vaultd. I lost my best friend and wish I had a place to see the story of my relationship through time with him.

I lost my incredible, hilarious, insightful, and kind mom this week. She effortlessly brought joy to everyone around her, even while facing immense struggles herself. I’m so grateful for all the time we had together, and I’m devastated there won’t be any more. I love you mom. ❤️

@cbboyer @drewmeyers @gregisenberg Agree to disagree!

@GregBaker1020 @drewmeyers @gregisenberg AI and iCloud solves that

It feels pretty obvious at this point that someone’s going to make billions building a social app that’s just for friends, no AI slop, no brainrot, calm design, chronological feed and no concept of followers

@coldhealing Na it’s called Vaultd and it just launched

Already exists. It's called iMessage

@cbboyer @drewmeyers @gregisenberg Texting you pictures is exactly how they get lost. I’d pay for an app where I can see my inner circles memories chronologically, it’s not another slop app

@drewmeyers @GregBaker1020 @gregisenberg The problem is that status is orthogonal to quality. No one is joining a quiet social app because it doesn’t confer status. Just text me pictures of your life, don’t make me download another slop app.

I completely get that. But my family and close friends are leaving me the memories they want me to see and I can see my relationships through time. Voicemails direct into the app, voice notes, etc. people want meaning and are rejecting social media apps for extrinsic gratification

@GregBaker1020 @cbboyer @gregisenberg I think the problem is people don’t want another app. As you get older, the circle of people you care about shrinks. Unless all of those people are on said app, it’s a non starter. I’m still bullish Apple will be the one to solve the spam in iMessage. Might just take awhile.

@syntr0py @gregisenberg Vaultd is exactly this

@gregisenberg Like if your MySpace Top 8 had its own server and feed lmao

@tiki_man_ @gregisenberg Na Instagram isn’t it, people are fatigued. Check out Vaultd on the App Store

@gregisenberg this is literally just instagram if u just follow ppl u know and u don’t have a public profile

@drewmeyers @cbboyer @gregisenberg Check out Vaultd, it’s exactly what Greg is referring to

@cbboyer @gregisenberg Even I message is getting overrun with crap

@gregisenberg I just built this, it’s called Vaultd! Check it out

Two years ago I lost my best friend. This is why I built Vaultd

@aakashgupta There’s no way the AUV is $6 million

Tiger Global just valued a bagel shop at $300 million. And the math actually makes sense if you stare at it long enough. PopUp Bagels started in 2020 out of a kitchen in Westport, Connecticut. Adam Goldberg was baking bagels for neighbors during the pandemic. Five years later, Tiger Global closed a deal in late March that values the company at 5x what it was worth five months ago. The unit economics are what caught Tiger's attention. Average transaction over $24. Five bagel varieties. Three schmears. 55 total SKUs while competitors run 200-300. Stores are 1,000-1,200 square feet. Each location hires 10-15 employees instead of the 50-60 a typical QSR needs. No ice machines. No soda fountains. No fryers. They don't sell individual bagels. You buy packs of three, six, or twelve. You grip, rip, and dip. That constraint does two things simultaneously: it raises average order value above the threshold where a small-format store prints money, and it creates a ritual that photographs well. Every customer becomes a content creator. The franchise math: $330K-$810K to open, $35K franchise fee, 6% royalty. They've signed 300 franchise units with fewer than 15 operators. That's roughly 20 stores per operator. Experienced multi-unit franchisees running large territories, not first-timers buying a single shop. About 30 locations open now, targeting 100 by end of 2027. Celebrity investors include Paul Rudd, JJ Watt, Michael Phelps, Michael Strahan. Stripes bought a majority stake in 2023 and brought in a real CEO, Tory Bartlett, in late 2024. Adam Sandler has a dedicated phone at one of the New York shops to call in orders. They literally call it "the Sandler Phone." Here's what Tiger Global sees. The same firm that backed Meta, invested in OpenAI and Waymo, has been exiting 85+ companies from its most recent fund to concentrate on fewer, higher-conviction bets. They looked at a bagel company and decided it belonged in that concentrated portfolio. The $300 million number only works if you believe 300 franchise locations actually open and hit the projected unit economics. At an estimated $6M revenue per location and 18% margins, 100 operating stores would generate roughly $108M in systemwide profit. At 300, you're approaching the kind of numbers that make $300M look cheap. The real question is whether the hype survives national scale. PopUp Bagels built its brand on scarcity, long lines, and social media energy. Every franchise system in history has faced the tension between exclusivity and expansion. Levain Bakery, funded by the same firm Stripes, is the closest comparable, and it stayed small. Tiger's betting the ritual travels. That the 1,100 square foot format, the five-SKU simplicity, and the $24 average ticket create something that works in Tampa the same way it works in Greenwich Village. If they're right, this is the most capital-efficient restaurant concept of the decade. If they're wrong, it's a $300 million lesson in the difference between a brand and a business.

Vaultd vs your camera roll old way: thousands of unsorted photos, no context, can't find memories of a specific person new way: private timelines per relationship, every memory exactly where it should be myvaultd.app

@InfoR00M @DeItaone so will be trading at 100x revenue

@DeItaone Total revenue is projected to approach $20 billion in 2026, primarily driven by Starlink and launch services.

*SPACEX TARGETS MORE THAN $2 TRILLION VALUATION IN IPO

This is my friend Daniel (@ddcaridi). He might be the most interesting entrepreneur you've never met. I met him a year ago while playing poker. He's an ex-professional poker player but I won a hundred bucks from him. Last week, he shared his story on @TheShortlistNYC . It warms my heart to share his story and it might inspire you to build something of your own. In 2019, Daniel started hosting fitness classes designed for everyone. He saw how much joy and confidence could come from exercise. And how powerful it was when people of all abilities had a chance to grow together. Then 2020 happened. The pandemic forced him to pivot. He started doing virtual classes. Hundreds of people showed up. And it turned into something bigger than he expected: a new kind of platform for people with disabilities to come together. Today, that platform is called Kibu. It's a place where both sides of the care equation meet. People receiving services find live and on-demand classes, games, lessons, and activities that help them thrive. Providers gain AI-powered tools for documentation and reporting that make compliance almost effortless. In a world where every founder is racing to build AI agents and chase the latest hype cycle, Daniel went in a different direction. He's building technology that brings more people in, not technology that replaces them. Oh, and one more thing. Mike Tyson is an investor and friend of the company. How they met is a story for another post. Go check out Daniel's story on The Shortlist. Link in comments. P.S. He’s hiring

@VadimStrizheus the product doesent work though

Okara launched the world’s first AI CMO!! every marketer right now

@EthanZAndrews @askOkara same here, the product doesent work and theres no where i can cancel my subscription, seems scammish

@askOkara I want to cancel, how do I cancel?!

we honestly didn’t expect this much traffic and love. you all melted our servers. the team is working on it right now. thanks for your support use code "WELCOME" to get 50% off while we scale things up.

@askOkara never received a confirmation email and theres no way to cancel my subscription

Today we're introducing the world's first AI CMO. Enter your website and it deploys a team of agents to help you get traffic and users. Try it now at okara.ai/cmo

@Heroifrit @PaulAustin3w Almost?

@PaulAustin3w Iv almost discovered the secrets of the universe when I took 9 150ug tabs once and I’m not even kidding lol

250 micrograms of LSD is probably the most underrated anti-depressant. The sun is a close 2nd.

@QSRguy What’s special about it? Competition is crazy in this space

A lot of people ask me "what's the next big thing in franchising?" I can finally tell you the secret: Mike's Red Tacos Bill Phelps and the same group that blew up Dave's Hot Chicken, Blaze Pizza, and Wetzels Pretzels have already sold over 200 units nationwide. cnbc.com/2026/02/17/dav…

@McFranchisee Planet fitness

If you could own any franchise, what would it be?