Pedro Rocha

@MikeBotkin_ @grok whats OFS?

One of the most fascinating businesses I looked at over the last two years was an OFS business in the O&G space in Texas. Insane margins. Insane growth. It absolutely printed money. Very volatile though - you have to navigate massive ups and downs in the industry, unrelated to your actual biz. Every conversation I had when I spoke to people in or around the O&G space always started with them saying “yeah, but….” followed by a horror story. The gambler in me wanted it badly. Ha.

Hi @markitecht @Day_ai_app! Im trying day.ai, want to move away from Attio. Is there a way to integrate Linkedin/Whatsapp messages via API as a first-class activity (on par with email and calendar), and not just as a note?

@businessbarista Claude

I want to start a community dedicated to Claude Code. It’s become the gateway drug to coding and experiencing the power of AI for tons of people. This will be a space for people to share killer use cases, agentic workflows, proven prompts, and connect with other CC obsessives. Comment “Claude” if you want to join.

@paulswaney3 INTEGRATION

@moseskagan Use attio. Well established crm, customizeable, easy to use. You can set up this intended use case in 15 min.

Recently, I can't escape feeling like I'm allowing unbelievable amounts of value go to waste, bc I don't do a good job of keeping in touch with people in my network. Is there a piece of software that: - I give it access to my email - It scans all of my messages and creates a CRM w the names of everyone with whom I've ever interacted, their contact info, a bit about them (both from email context and LinkedIn / web search), when we last emailed and what we emailed about?

@btaylor Texts.com. Really good.

I am an Inbox Zero guy. My workflow relies on each email having three states (read, unread, archived) because I often read / triage / archive before answering. Has anyone figured out a similar workflow with Apple Messages? Marking unread doesn’t cut it because it breaks triage

@RhinoVesting @PadraicMcC Right, i think the right way to build it is to scrape linkedin and look for stronger signal than connection (school or employment at overlapping time and location).

@PedroPURocha @PadraicMcC I just want shared groups - aka education - because it’s easier to get an initial conversation

has anyone had success with "relationship intelligence" tools? we used atlas (it was underwhelming) and they just shut down the product.

@PadraicMcC @RhinoVesting Yeah, linkedin is useless, you never know if people actually know each other and how strong the connection. I don’t know a good alternative for this.

@RhinoVesting @PedroPURocha Yes and very poor at surfacing 2nd and 3rd degree “way ins…” I want this automated / don’t want to have to search. Affinity does this to some degree but not a fit for us for a variety of reasons…

@packyM @grok what happened?

Gotta be the best day on the internet since Ghibli, right?

@rohitdotmittal [Equal parts](linkedin.com/company/equalp…) - insurance brokers (Equal Ventures) [Crescendo](generalcatalyst.com/stories/our-cr…) - call center (GC) Carr, Riggs & Ingram (CRI) - Accounting (Bessemer)

tracking the PEfication of VC Funds raised or deployed for AI-enabled buyouts: - General Catalyst: $1.5B creation fund - Thrive: actively rolling up (Savvy Wealth $72M) - Khosla: exploring deals - 8VC: multiple deals done - Slow Ventures: active - Bessemer: backing accounting roll-ups Portfolio companies doing buyouts: - Long Lake (GC): $670M for HOA roll-ups - Titan (GC): $74M for IT services - Dwelly (GC): UK property lettings - Accrual (GC): accounting firms - Savvy Wealth (Thrive): wealth advisors - Crete (Thrive): accounting firms sectors getting rolled up: - call centers - accounting/tax firms - property management - wealth management - IT services - homeowners associations thesis: buy at 3-4x EBITDA, inject AI, scale to 20x+ valuations VCs pushing down from growth stage into buyouts what are others that I missed?

@felixprehn AI

Just created a complete analysis of AI infrastructure opportunities covering chip manufacturers, power companies and system integrators. I shared this analysis with my 20,000+ students. For 24 hours, it's yours for FREE. Like, RT & Comment "AI" and I'll DM it to you.

@patrick_oshag International shipping 🙏

We grew subscribers to Colossus 25% this week We aim to make each print issue better than the last If you’ve enjoyed what we do, please join in!

@PadraicMcC @OneManLBO It must be awesome to work with you all!

@OneManLBO Major co-sign. Here’s one way we get at it:

The key to selling, making new friends, getting what you want in life is simply deep, empathetic listening. They should teach a course on this in school. It's so simple, and yet so difficult in practice. When you authentically get someone to open up and pour out their soul, a bunch of doors open. It's magic. It's fundamentally counter-intuitive that you can sell yourself to someone through the sheer act of shutting up and active listening. But it freaking works. Long listening, short talking. Thank you for your attention to this matter

@buccocapital @grok what happened?

Whoops

@tjparker @maxmarchione It’s the paradox of ambition. Easier to do hard things than easy ones.

@maxmarchione Nothing new, was easier for me to raise $4M over a decade ago than it was to get an interesting job

it’s easier for a 20 year old kid now to raise 2 million dollars than to get a job

@collision .75x

Marc Andreessen on Cheeky Pint. Please do not attempt at 2x speed.

@InvestmentTalkk Den of thieves, when genius failed, barbarians at the gate, the ceasars palace coup, flashboys (and most michael lewis), money game and money machine. Predators ball is on my reading list.

Looking for book recommendations that blend history with finance. Autopsy of a Merger, Stress Test, The Big Short, those kinda vibes. Can be something tangentially related too, open to all. Thank you.

@attio @meetgranola Finally!

@meetgranola Install now: attio.com/apps/granola

Attio x @meetgranola Bring the full story of every customer conversation from Granola into Attio. → Granola notes now sync directly to the right company, person, or deal in Attio. → Your CRM stays up-to-date without copy-pasting.