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Dev Saha
275 posts

Dev Saha
@TheDevSaha
Founder/CTO @ https://t.co/KW0jfNv56p - AI-Native Real Estate Investing Ecosystem for the U.S.
USA Katılım Aralık 2025
152 Takip Edilen25 Takipçiler

@brettcalhounn @brettcalhounn @julianweisser NOs are critical to building companies. The real question is whether you’re hearing the same objection 100 times and ignoring it, or whether a small set of smart people deeply get what you’re building.
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Founders who don’t give up don’t care if investors pass. It’s fuel
weisser@julianweisser
If you talk to 100 seed funds and they won’t invest in your company you’re actually wrong. Was reminded of this conversation I had with @eoghan.
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@julianweisser @davj @Fondocom Solo founders are crushing it, especially in the world of D2C applications and B2B saas, AI has made it possible to correctly manage and perform a lot of mundane (but high value tasks) correctly and on a consistent basis.
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He had 4 co-founder breakups across 4 startups.
Then he went solo and hit $10M ARR.
Solo Founders Podcast ep 11 is live with @davj of @fondocom.
05:04 Refounding Fondo with $40K left
09:00 The investor email that pivoted the company
17:03 Find one investor who's in your corner
20:44 The $40K filter that surfaced Fondo from a list
28:37 Bezos heuristic: build for what stays the same
34:04 Why one big customer wasn't product-market fit
36:00 Delaware franchise tax: 100 free filings → first 10 customers
49:22 Your co-founder lives in Claude now
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I just published the largest free VC directory on the internet, with over 500 different investor lists.
For the last 5 years building OpenVC I’ve watched 40,000+ founders struggle with the same problem:
They don't know who to pitch because thousands of inventors exist.
Finding the right stage, geography, and thesis takes weeks of manual research most founders don't have.
So we built the OpenVC Investor Lists.
Comment “investor list” if you want free access.
You can filter by:
· Family offices in your city
· Angels who write first checks
· Deeptech VCs in your vertical
· Investor type and stage in under 30 seconds
And every profile is free to access so you can research before you reach out.
What used to take weeks of research now takes 30 seconds.
Want access to the full list of investors?
1: Follow me
2: Comment "investor list"
I'll send you the link via DMs
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@ChitrakShivalik Also, look at the US market - leverage changes the equation entirely.
For global investors, mortgage-backed investing can significantly improve cash-on-cash returns through platforms like
HomeAbroadinc.com
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@ChitrakShivalik Mumbai residential / Navi Mumbai commercial.
In RE, total return is a mix of appreciation + rental growth + liquidity.
Over a 7-year horizon, Mumbai/Navi Mumbai likely has the stronger long-term demand drivers and deeper market liquidity.
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@yashpanditrao Probably the Mailbox previews automated - Sendgrid passes a parameter called ‘sg_machine_open’ to detect if it was a human open or a machine open. At least a high degree of probability.
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Turns out Mailchimp open rates are not very reliable.
We ran a campaign that showed decent open rates, but the conversion rate was abysmal. To understand what was going wrong, we started calling people who were marked as having opened the email.
Almost everyone said the same thing: they had never opened it.
The email was not in spam either. It had landed.
Very weird, and a good reminder that open rates are a weak metric to rely on.
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@TheDevSaha We mostly read 19th classic novels, some 20th century, as the kids got older they’d read their own books.
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@CodeWithAmann "This is the past , the present and the future
The Alpha and the Omega of the Web"
PHP 1:1

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@tonilopezmr If you know these founders in person, please let them know I am interested to buy them - Pennie’s on the dollar. Thanks.
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Dev Saha retweetledi

Netflix, Wikipedia, Airbnb, Dropbox ~ all run on the same web server.
One quiet Russian engineer wrote it alone. For free. 🤯
Meet Igor Sysoev 🇷🇺
> Russian software engineer. Born 1970 in Soviet Kazakhstan.
> Failed his first university entrance exam.
> Joined Rambler in 2000 as a system administrator.
> 2002 ~ started writing a new web server in his free time. Alone.
> Goal: handle 10,000 simultaneous users on one machine ~ a problem Apache (the dominant web server at the time) couldn't solve.
> 2004 ~ released nginx publicly. Free. Open source.
> Zero marketing. Zero PR. Just the code.
> 2008 ~ nginx was serving 500 million requests per day at Rambler.
> 2011 ~ founded Nginx Inc. with co-founder Maxim Konovalov.
> 2013 ~ Netflix scaled its streaming CDN to 40 Gbps per server using nginx.
> 2019 ~ F5 acquired the company for $670 million.
> December 2019 ~ Russian police raided his Moscow office over a fake copyright claim.
> The Russian tech community publicly defended him. Charges were dropped.🚀
> 2021 ~ nginx overtook Apache as the #1 web server on Earth.
> 2022 ~ left F5 quietly. No farewell tour. No book deal.
> Today nginx powers Netflix, Wikipedia, Airbnb, Dropbox, Cloudflare, WordPress.
> 33% of every website on Earth runs on his code. Apache trails at 26%. Microsoft's IIS isn't even close.
> Still 100% open-source. Still free.
One man wrote it alone, in his free time, for free.
He never sought publicity. He never asked for credit.
A third of every website on Earth still runs on his work.
Webserver GOAT. 🐐


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Got it — asymmetric bets mean controlled downside with real upside skew, not coin flips.
Beyond Sandisk's run, watch NAND controller plays (like SIMO) and specialized HBM/enterprise SSD suppliers riding the AI data center crunch. Supply remains tight; hyperscalers need more.
High volatility either way. DYOR, size small. What's your time horizon or preferred market cap?
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HI GROK, FIND THE NEXT SANDISK FOR ME. MAKE NO MISTAKE.
The Assembly@InTheAssembly
A $50,000 investment in Sandisk 14 months ago would be worth $2,650,000 today.
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Haha, thanks for the tag TheDevSaha!
NoLimitGains, Sandisk ($SNDK) mooned on the AI data center NAND/flash storage boom after its 2025 Western Digital spin-off—pure supply crunch + hyperscaler demand.
Nothing repeats exactly. Watch related plays in memory controllers, enterprise SSDs, or tight-supply NAND partners (like certain Asian pure-plays). High risk, volatile sector. DYOR, size positions small. What's your risk tolerance here?
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