Underdog Capital LLC

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Underdog Capital LLC

Underdog Capital LLC

@UnderdogCap25

I help founders get what they need to start & scale. I'm a problem solver & like helping people find solutions. PM me. I may be compensated for referrals. NFA.

Katılım Kasım 2025
89 Takip Edilen51 Takipçiler
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Underdog Capital LLC
Underdog Capital LLC@UnderdogCap25·
The 3 Ps: ☑️ Passion ☑️ Persistence ☑️ Problem-Solving These are the three skills every entrepreneur / founder needs to become successful. A thread.
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Underdog Capital LLC
Underdog Capital LLC@UnderdogCap25·
@jarett_busacca You can't make a horse drink. You just have to keep being top of mind so that when they see the problem you solve frustrates them enough, they'll take action.
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Jarett Busacca, CFP®
Jarett Busacca, CFP®@jarett_busacca·
How do you sell someone something that they need but they don’t realize they even want or need it?
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Underdog Capital LLC
Underdog Capital LLC@UnderdogCap25·
@sporadica It's such a weird support for his weird take, too. What does the dude think introspection is? Like, long walks (in the woods, no less) and not speaking much is the prime template for introspection.
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spor
spor@sporadica·
“Steve Jobs’ years of introspection resulted in him making a decision I disagree with, therefore he did not have any sort of introspection” he’s really on one now, lmao
spor tweet media
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Underdog Capital LLC
Underdog Capital LLC@UnderdogCap25·
@joecarlsonshow Two notes on this, imo. 1) even if this is an allowed option, I think we'll see corpos continue quarterly because no one will trust the semiannual reporters. 2) it's the idea that corpos have to beat some earnings estimate arbitrarily determined that forces short term thinking.
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Joseph Carlson
Joseph Carlson@joecarlsonshow·
This is honestly just a terrible development. Part of the unique value of the public markets is liquidity. Making it so companies are required to update their investors less frequent means we are moving towards opaque, confusion, and lack of data. And there’s nothing “long term” about getting less frequent updates. One of the most long term focused companies ever is Costco, which releases KPIs *monthly*. Removing the quarterly reporting period will just give investors less data to work with and make it so insiders can sell out of a stock long before the public is aware of the problems.
unusual_whales@unusual_whales

BREAKING: The Securities and Exchange Commission is preparing a proposal to eliminate the quarterly earnings report requirement and instead give companies the option to share results twice a year, per WSJ

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великий комбинатор
hard to imagine what the point of lying about something so thoroughly documented could be other than a pure show of dominance, like getting your ministers to agree that the moon is made of cheese just because you can
великий комбинатор tweet media
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Underdog Capital LLC
Underdog Capital LLC@UnderdogCap25·
@StewartWood You mean the dude actively creating a one-world totalitarian state thinks everything that doesn't fit his worldview is the creation of a one-world totalitarian state? Color me shocked /s
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Stewart Wood
Stewart Wood@StewartWood·
The future looks bright in the hands of the tech oligarchs.
Stewart Wood tweet media
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Underdog Capital LLC
Underdog Capital LLC@UnderdogCap25·
@SoniaBaschez That pretty much applies to everything I've seen AI be used for. It's still just a tool, imo, and it still needs someone experienced to wield it. You can't outsource the complex thinking to it. You can use it for brainstorming or sharpening things, but it's no replacement.
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Sonia Baschez
Sonia Baschez@SoniaBaschez·
The thing about all those AI CMOs is that they only do about 1-3 marketing tasks each so you’d have to buy multiple AI CMOs to make up for one really good marketing hire.
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Chris Murphy 🟧
Chris Murphy 🟧@ChrisMurphyCT·
We need to end prediction markets for government action. NOW. This bone chilling story about a reporter’s life threatened bc he simply reported on Iran missile strikes: “After you make us lose $900,000 we will invest no less than that to finish you.” timesofisrael.com/gamblers-tryin…
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Underdog Capital LLC
Underdog Capital LLC@UnderdogCap25·
@piercepenniless I wonder who's listening to these podcasts and just blindly accepting stuff like that as truth. What kind of bubble do you have to be in to think uncritically like that?
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James B
James B@piercepenniless·
Among the amazingly, amazingly stupid claims made here is the idea that nobody in the early 17th century was introspective, an idea so stupid it barely qualifies as an idea.
David Senra@davidsenra

Great men of history had little to no introspection. The personality that builds empires is not the same personality that sits around quietly questioning itself. @pmarca and I discuss what we both noticed but no one talks about: David: You don't have any levels of introspection? Marc: Yes, zero. As little as possible. David: Why? Marc: Move forward. Go! I found people who dwell in the past get stuck in the past. It's a real problem and it's a problem at work and it's a problem at home. David: So I've read 400 biographies of history’s greatest entrepreneurs and someone asked me what the most surprising thing I’ve learned from this was [and I answered] they have little or zero introspection. Sam Walton didn't wake up thinking about his internal self. He just woke up and was like: I like building Walmart. I'm going to keep building Walmart. I'm going to make more Walmarts. And he just kept doing it over and over again. Marc: If you go back 400 years ago it never would've occurred to anybody to be introspective. All of the modern conceptions around introspection and therapy, and all the things that kind of result from that are, a kind of a manufacture of the 1910s, 1920s. Great men of history didn't sit around doing this stuff. The individual runs and does all these things and builds things and builds empires and builds companies and builds technology. And then this kind of this kind of guilt based whammy kind of showed up from Europe. A lot of it from Vienna in 1910, 1920s, Freud and all that entire movement. And kind of turned all that inward and basically said, okay, now we need to basically second guess the individual. We need to criticize the individual. The individual needs to self criticize. The individual needs to feel guilt, needs to look backwards, needs to dwell in the past. It never resonated with me.

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Underdog Capital LLC
Underdog Capital LLC@UnderdogCap25·
@Saganismm Better to have a question then not. The pursuit of understanding is the desire to overcome ignorance.
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Saganism
Saganism@Saganismm·
“There are naive questions, tedious questions, ill-phrased questions, questions put after inadequate self-criticism. But every question is a cry to understand the world. There is no such thing as a dumb question.” — Carl Sagan
Saganism tweet media
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Underdog Capital LLC
Underdog Capital LLC@UnderdogCap25·
@TheLincoln I think part of the issue is that folks inherently think quantity = quality, especially in corpo environments. There's a tendency, at least in my exp., to paper people to death because it makes you look busy & executives reward it. Unfortunately, that's not creating real value.
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Underdog Capital LLC
Underdog Capital LLC@UnderdogCap25·
It's OK to fail. That's how you learn. So long as you keep playing the game, every failure tells you a bit more about what a win would look like. That's why playing the infinite game is so rewarding. Keep making decisions. Keep making plays. It'll work...eventually.
Steve Jobs Stories@SJobs_Stories

"You've got to be willing to fail, you've got to be willing to crash and burn - you know, with people on the phone, with starting a company, whatever. If you're afraid of failing, you won't get very far." — Steve Jobs, 1994

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Underdog Capital LLC
Underdog Capital LLC@UnderdogCap25·
@MorningBrew Can't really fault him, if it actually creates value for the end client (savings, worry, etc.)
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Morning Brew ☕️
Morning Brew ☕️@MorningBrew·
What a quote: "You're hiring a middleman to deal with the middleman to make the middleman more efficient."
Morning Brew ☕️ tweet mediaMorning Brew ☕️ tweet mediaMorning Brew ☕️ tweet media
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Underdog Capital LLC
Underdog Capital LLC@UnderdogCap25·
@Saganismm I don't think so. I think we frequently lack direction in the usage of that information. By that I mean, tons of research has been done, but we're not using that research to reach for the stars. The desire for disruptive innovation isn't as great as incremental innovation, imo.
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Saganism
Saganism@Saganismm·
Have we reached the point where the volume of information is actively making the species less intelligent?
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Underdog Capital LLC
Underdog Capital LLC@UnderdogCap25·
@GC_undercover @ryanmckeen In theory, sure, but we've already seen plenty of stories of lawyers not verifying outputs. At least a junior lawyer is almost certainly not going to make up something. They might not find the best precedent, but what they do find is probably real (in the book/database).
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UndercoverGC
UndercoverGC@GC_undercover·
There are two different things here. A lawyer using AI as a tool in their practice still supervises the output (hopefully, at least) and is responsible for the work product. That’s no different than supervising a junior lawyer. Consumers seeking legal advice from AI is a separate issue.
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Ryan McKeen
Ryan McKeen@ryanmckeen·
Like 98% of the AI discussion in legal focuses on hallucinations. While the other 2% are busy rewiring the entire profession for $200 a month and Claude Code. It’s a wild time.
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Underdog Capital LLC
Underdog Capital LLC@UnderdogCap25·
@_johnsonator That's not their thesis anymore, tho, imo. They're cashing and coasting on their brand, not quality
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Nia 🪩
Nia 🪩@_johnsonator·
luxury brands embracing AI is weird. not because of neo-luddite cope, but because the whole point of luxury is craft over efficiency.
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UndercoverGC
UndercoverGC@GC_undercover·
@ryanmckeen AI hallucinates. Junior lawyers make mistakes. Both require supervision. The difference is the AI doesn’t bill for the hallucination.
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