MrAus

@EricJhonsa Semicap faves?

As annoying as it is to see AI infra sell off so indiscriminately, it's probably healthy for valuation-indifferent momo-chasers to be reminded the stove is hot and for some other parts of tech to catch a bid. (Also, at least some semicaps are now back to reasonable multiples.)

@jbulltard1 Biggest ruse is yogurtland asking for a 15% tip when you self serve the whole experience

What u guys don’t tip when u get a subway sandwich in europe???? 😂😂😂

@insane_analyst Sir you should up the exposure.

Im getting tired of these -$300K // -12% days. Can the market please make up it's mind?

@benitoz Are most of your posts written by an AI bot?

OpenAI just paid YC startups in tokens, not dollars. The TokenDollar isn’t a thesis anymore. It’s seed round terms. Compute is the new equity, memory bandwidth is the new gold standard, and the AI economy now runs on its own native currency.

@ReaperCapital @alex__pitti My uncle their CTO said they just vibe coded a replacement in a week after doing a 30% headcount reduction the week before in their engineering department

@alex__pitti My dad (Jamie Dimon) just called me and said they were ripping it out next week due to AI

more detail on why I think the AI labs are probably overglazed: - I believe we are over 100% penetrated of the first slug of AI users. More will come with fine but hearing some dumb tokenmaxxing stuff. People are spending 2x their salaries (often by mistake) and not generating topline. Things like continuous web scraping, etc. are wildly expensive. This sets up for “AI optimizations” in the same way we saw “cloud optimizations” with $SNOW and $DDOG in 2022. AI is real but will take time to get the second mover cohort on board and the first movers are clearly “overusing” - these labs are a boom for VCs who had mega funds they needed to deploy but no co’s who could take huge checks and an inexplicable allergy to hardware. along come mega capital intensive co’s that you can plow huge checks into bc you know the idiot next door will do it next round. these will be good IPOs but the price charts will look like $SNOW. the private markets extracted too much value too fast

@ReaperCapital lol ain’t that the truth. Or medspa’s selling peptides

There’s only one thing accelerating faster than people taking peptides: People starting peptide businesses

I am a Web3 Ambassador at World Liberty Financial. There are 12 of us on the team page. 4 are named Trump. 3 are named Witkoff. The page calls us "the passionate minds shaping the future of finance." 600,000 wallets bought our memecoin. They lost $3.87 billion. The family collected $350 million in trading fees. It launched 3 days before the inauguration. 80% of the supply went to CIC Digital LLC and Fight Fight Fight LLC. I did not choose the names. I designed the allocation, the vesting, the timing, and the distance between the product and the President. The distance is my best work. I am the reason these events are unrelated. World Liberty Financial sends 75 cents of every dollar to DT Marks DEFI LLC. That is the family entity. Zero capital contributed. Zero liability assumed. I wrote this into the Gold Paper. Page 14. The lawyers bound it in white leather. The binding cost more than the due diligence. Justin Sun invested $75 million. He was facing SEC fraud charges. The SEC dropped the case. He is now our advisor. These events are unrelated. Changpeng Zhao pleaded guilty to federal money laundering violations. He received a presidential pardon. The SEC dropped its lawsuit against his exchange the same week we listed our stablecoin. Then the exchange settled a $2 billion deal entirely in that stablecoin. These events are unrelated. Arthur Hayes, Benjamin Delo, and Samuel Reed of BitMEX pleaded guilty to Bank Secrecy Act violations. All 3 received presidential pardons. Then the company itself was pardoned. $100 million in fines. Gone. An American first. These events are unrelated. Sheikh Tahnoun of Abu Dhabi paid $500 million for a 49% stake that was never publicly disclosed. Then the administration approved semiconductor exports to his companies over national security objections. These events are unrelated. Everything is unrelated. I track the unrelatedness on a dashboard I built. The dashboard has 7 columns now. I am proud of the dashboard. On May 22nd, 220 people paid a combined $148 million to eat dinner with the America First president. Over half were foreign nationals. Justin Sun paid $18.5 million for the first seat. He visited the Executive Office Building the day before. I designed the seating chart. I put it on the Investor Confidence page. That page is doing well. The team page lists 3 Witkoffs. All 3 are Co-Founders. Steven Witkoff is the President's Middle East envoy. He testified as a character witness at the President's fraud trial. His son Zach runs the crypto operation. His son Alex is also a Co-Founder. I have not been told what Alex co-founded. The father runs the diplomacy. The sons run the platform. The family runs both. That is organizational efficiency. Barron is 19. His title is Web3 Ambassador. The same as mine. Donald Jr. called the conflicts of interest "complete nonsense." Eric launched a Bitcoin mining company called American Bitcoin. America First. The mining partner is Hut 8. Hut 8 was founded in Canada. America First means the name. On March 6th, the President signed Executive Order 14233 creating a Strategic Bitcoin Reserve. The order directs the government to hold Bitcoin. The President's family holds billions in Bitcoin. The executive order appreciates the President's assets by presidential decree. I did not write the executive order. I made sure it looked unrelated to the portfolio. Trump Media put $2 billion of Bitcoin on its balance sheet. The ticker symbol is DJT. His initials. The press secretary said it is absurd to insinuate the President profits off the presidency. Forbes calculated his crypto holdings exceed the combined value of Mar-a-Lago and Trump Tower. I would call that absurd too. That is my job. 600,000 wallets bought in. 1 of them asked why she could not withdraw her funds. I told her the protocol was experiencing dynamic market conditions. She asked what that meant. I sent her the Gold Paper. She said she had read the Gold Paper. I muted her channel. Dynamic means the conditions change. The condition that changed was her access. A congressman called us the world's most corrupt crypto startup operation. We put it on a coffee mug. Ironic merchandise. $45. The revenue split on the mug is also 75/25. My own tokens vest on a different schedule. I wrote that schedule. That is not in the Gold Paper. The memecoin funds the family. The family funds the platform. The platform funds the stablecoin. The stablecoin funds the deals. The deals require the pardons. The pardons free the partners. The partners fund the platform. The President signs the executive orders. The executive orders inflate the assets. The assets fund the family. I am the reason these events are unrelated.

$twlo cud legit implode...hide out during saasmageddon early days on no seats and on voice ai minutes when it has some the most serious terminal value problems and clear evidence already the agentic world doesn't need it

Fucking outrageous. And highly illegal. "Trump has grifted his entire life. Now he’s just taking it. The State Department transferred $1.25 billion in foreign aid to Trump’s Board of Peace, pulling $1 billion from international disaster assistance, $200 million from peacekeeping operations, and $50 million from international organizations. Money that Congress authorized for hurricanes and refugees, moved without a congressional vote, into a fund that Trump created by executive order and controls personally. When reporters asked the State Department about it, a spokesperson said they had nothing to announce at this time. The Board of Peace has one defining characteristic. Trump controls it forever. He named himself chairman for life. No audits. No transparency requirements. No conflict of interest rules. Countries pay $1 billion into a fund he runs to get a seat at the table. It has transferred nothing to Gaza, disclosed nothing about its spending, and received $1.25 billion of your disaster relief money without a word of explanation. When he leaves the White House he keeps the fund. That is not a loophole. That is the design." He’s Not Grifting Anymore. He’s Just Taking It. open.substack.com/pub/meidastouc…

@IceburghCapital I hate to hear this. But this is going to be treated as a distressed asset sale either by the bank or someone willing to take this off his hands. Best case is you could try and hook them up with a willing buyer that won’t take advantage of them

@ReaperCapital Hilarious actually. The 1 day audit was totally a scam

lol

Delve, a YC-backed compliance startup that raised $32 million, has been accused of systematically faking SOC 2, ISO 27001, HIPAA, and GDPR compliance reports for hundreds of clients. According to a detailed Substack investigation by DeepDelver, a leaked Google spreadsheet containing links to hundreds of confidential draft audit reports revealed that Delve generates auditor conclusions before any auditor reviews evidence, uses the same template across 99.8% of reports, and relies on Indian certification mills operating through empty US shells instead of the "US-based CPA firms" they advertise. Here's the breakdown: > 493 out of 494 leaked SOC 2 reports allegedly contain identical boilerplate text, including the same grammatical errors and nonsensical sentences, with only a company name, logo, org chart, and signature swapped in > Auditor conclusions and test procedures are reportedly pre-written in draft reports before clients even provide their company description, which would violate AICPA independence rules requiring auditors to independently design tests and form conclusions > All 259 Type II reports claim zero security incidents, zero personnel changes, zero customer terminations, and zero cyber incidents during the observation period, with identical "unable to test" conclusions across every client > Delve's "US-based auditors" are actually Accorp and Gradient, described as Indian certification mills operating through US shell entities. 99%+ of clients reportedly went through one of these two firms over the past 6 months > The platform allegedly publishes fully populated trust pages claiming vulnerability scanning, pentesting, and data recovery simulations before any compliance work has been done > Delve pre-fabricates board meeting minutes, risk assessments, security incident simulations, and employee evidence that clients can adopt with a single click, according to the author > Most "integrations" are just containers for manual screenshots with no actual API connections. The author describes the platform as a "SOC 2 template pack with a thin SaaS wrapper" > When the leak was exposed, CEO Karun Kaushik emailed clients calling the allegations "falsified claims" from an "AI-generated email" and stated no sensitive data was accessed, while the reports themselves contained private signatures and confidential architecture diagrams > Companies relying on these reports could face criminal liability under HIPAA and fines up to 4% of global revenue under GDPR for compliance violations they believed were resolved > When clients threaten to leave, Delve reportedly pairs them with an external vCISO for manual off-platform work, which the author argues proves their own platform can't deliver real compliance > Delve's sales price dropped from $15,000 to $6,000 with ISO 27001 and a penetration test thrown in when a client mentioned considering a competitor

@dimitarangg CLAUDE

claude code can automate your ENTIRE cold outreach system & book you 30-40+ calls MONTHLY but most of you don't even know how to set it up properly so i'm giving away a detailed 54-page doc on EXACTLY this like + comment “CLAUDE” and i'll send it over asap (must follow + RT for priority access)

lol coderabbit

@fivosaresti GTME

Companies are going to start paying GTM Engineers $150K+/year. They can do it all: 1. Set up email infrastructure 2. Build targeted lists 3. Enrich data from multiple sources 4. Score leads into tiers 5. Route leads to reps 6. Run automated outbound 7. Build awareness scores 8. Orchestrate inbound systems That said... I put together a full cheatsheet that covers the entire role from start to finish... • Strategy plays for warm, signal-based, and cold outreach. • Data aggregation across CRM, 1st party, 2nd party, 3rd party, and database sources. • Data enrichment workflows to filter, normalize, score, qualify, and segment. • Data activation across outbound, RevOps, content, and ads. Plus full outbound and inbound sales workflow breakdowns... KPIs for production, distribution, and conversion... And a curated book list to go deeper. Whether you're a GTM engineer, sales leader, or founder doing outbound yourself... This is the only reference guide you need. If you want it for free: Comment "GTME" And I'll send it over ASAP. PS - This cheat sheet includes 20+ tools, 8 book recommendations, and frameworks used by top GTM teams generating millions in pipeline.

@RayDalio @grok can you break down the key components here

@ReaperCapital Stats?

Trucking is so fucking back

@insane_analyst Cheers mate. Enjoy!

That feeling when you make more than a years salary in one day. Money does not buy happiness. But it does buy a nice steak dinner.

@ReaperCapital Yup 100% agreed with you. Have 100 agents profess this in real time is destroying software moat

In case you were wondering. YEAH. I BEEN SAYING IT.