Sandeep Rathi

@miamishor At this stage, the only real lead investor is whatever kept the founder going

LP: any tier 1 participation in this deal [pre-seed]? me: yep LP: who? me: blood LP: huh? is that a new fund? me: nope. it's the founder's blood, sweat, and tears. as tier 1 as it gets.

@StephNass So true. A single intro has done more for me than most advice threads.

Be thankful to whose who help you on your startup journey. Sometimes just their time and attention can make all the difference.

@Mat_Sherman Love how you turned ‘warm intros’ into an actual measurable pipeline.

This graph is the # of unique investors who replied to one of MatCap's intro requests. Trying to beat Feb's number this week! Any investors want to meet some of our founders? No cost/ success fee/carry ask, ever. These founders are just straight up dogs. DM me!

@helen_min When people build marketing from ‘why it matters’ instead of just benchmarking.

When the right people recreate marketing from first principles 🥲

@mercebent I’m never wrong. The market or the founder just behaved incorrectly

The Lies VCs tell themselves: + "I didn't really try that hard" or "We dodged a bullet".....(but you missed the fastest growing unicorn). + "I know they acted strangely, but this founder is still the right one"......(and then exec team quits). + "This company just needs $1.5M more of an extension and they'll unlock growth".....(but they've stagnated) + "This company will return $500M to the fund".....(but hasn't been marked up in years). what else?

@Mat_Sherman We all know @joinmatcap Matcap Rocks🫡

What is MatCap? You decide.

@sarahcat21 This combo quietly upgrades your empathy & patience without you even noticing.

So true. Only edit: middle-aged girl dad with a professional wife. Really changes your life.

@fcvprzhfgsybj Do let me know if you find any investor who says this and invests

Great investors be like: I want to invest because I think you're insane

@mercebent And also emotional control and discipline

investing is mastering the emotion

@MrGoldBro Basically richest guy on earth but still kind of ‘asset rich, cash poor’ 😂

Elon may have $5T in 10 years. But the thing is, he won’t actually have the money. It will all be as stock in his companies. And he might never really sell while he is alive.

@MrGoldBro The crazy thing is, we’re watching this in a feed now.

Real photo of a founder leading a movement that will fundamentally change humanity.

Open X "We are building Agentic AI for This & That" Close X

@Mat_Sherman I have shared something interesting in your DM. Please check.

YOLO, new website link in bio.

@MrGoldBro This is why the startup Twitter bubble often seems out of touch with the real world.

It’s crazy that a $1B company is a relatively small outcome in venture.

@jhong This layoff announcement is more about people who learn AI replacing people who don’t.

Meta laying off 20% is just the beginning. But this is not about replacing all humans with AI, at least not at the moment. This is about the people who are spending time on the side getting good at using AI becoming so much more productive that the companies can let go of the people who aren't doing that. People who don't keep up are going to be let go. People who keep up might actually get raises.

@jhong Monopoly at its peak. If ASML sneezes, half the tech world will catch a cold.

Just so people know .. ASML is a $500+ bn market cap company because nobody else can make what they make, at least not yet. People (and even countries, like China) have been trying for years.

Red flag: Founder who ghosts follow-ups Reliability > revenue projections every time

@MattWilsonYYC Basic courtesy, but clearly still a superpower in investing.

“Matt, I had contacted 12 angel investors. You were the only one who responded. Thank you!!!” Founders just want an answer. Even “No” is better than nothing.

@MattWilsonYYC Right, time has changed Now what used to be the ‘dream job’ for ambitious people is now more of a backup plan if your own thing doesn’t work.

It seems like traditional VC firms are losing their allure Many of the smartest people are now choosing to start another company or become solo angel investors instead of joining established firms Times have changed

@m2jr Had to Google ‘epistemology’ before liking this.

The Fortune 500 thinks about AI through the lens of efficiency and effectiveness: What they should be thinking about is epistemology.