David Zaitz

@MichaelMartocci @swagup @BDAinc You’re a beast! Many more exciting things in store for you

Capping off 2024 by officially announcing @swagup has been acquired by @BDAinc - The World’s Leading Branded Merchandise Agency What started as an experiment out of my mom’s garage 7 years ago quickly turned into something beyond my wildest imagination The SwagUp journey has felt like 20 years of hard knock lessons of business jammed into a third of that From building out a fulfillment center that ships 100’s of thousands of packages, creating a first of its kind tech platform and model, generating nearly $200m in Sales, bootstrapping through hyper growth, rapidly hiring and then having to do multiple layoffs, working on high profile projects with the worlds best companies, working and reworking our rev org, building a brand from nothing, almost dying many many times and having to resuscitate ourselves The SwagUp story is one of constant chaos masquerading as calmness We have so much left to do and that’s what this partnership is all about These last two years have been hard, for a lot of companies for a lot of reasons, and we’ve been no stranger to that (especially with swag being as discretionary as it is) Instead of spending our time and attention investing in growth and pulling ahead, we’ve been playing defense, focusing on things like margin expansion and cost control - while essential, are not what we are ultimately after BDA, while being one of the largest players in the space, is still founder-run I have a ton of respect for Jay and their team, as do they for what we have built - we complement each other very well I’m excited to invest aggressively in the platform, the brand, our customers, but most importantly the team - we have an incredible group of people and they deserve the resources and support that this partnership will bring - I can’t wait to see what our team can accomplish going forward and what this opportunity means for each of them Thank you for those who supported us along the way, whether investors, partners, vendors, team members (past and present) or our customers who placed trust in the challenger upstart - you’ve all helped us get here and will always be a part of what SwagUp will ultimately become As for me, I’m not going anywhere - we have a ton of unfinished business!! I’m excited to pour fuel on the fire and take SwagUp to new heights - there’s so much left to do to simplify the way companies create and disitbrute branded merch advise globally and I’m confident we will continue to lead the way 🚀

Unironically eating more potatoes (minimize oil, any spices u want) can solve many of life’s biggest problems. Potentially the only food to rival eggs

@tobi @romero Must watch video to “reckon doom’s ultimate meaning” youtu.be/38zduHkwGcc @108

Really enjoyed @romero’s biography. Fantastic tale about a hugely influential part of computing history. The craziest thing is that they build Doom in just 7 months. Engine, Game, and basically a genre. And this was after shipping(!) 13(!) games in the 12(!) months before. bookshop.org/p/books/doom-g… Does this type of productivity even exist anywhere today? Oh and I totally agree with John, they should have branched out into merch earlier. Also never too late. @americanmcgee agrees I think!

@nateliason Dark Souls 1 is a masterpiece and broke my brain 15 years ago. Can’t play anything FS didn’t make since.

It took me a few tries to get into it, but Elden Ring is really the most incredible video game I’ve ever played. Absolute masterpiece in gameplay, exploration, art, story. Never played anything quite like it.

@FrancescoD_Ales Tana's vision is for team-based work. Usually, you have power users (IT, CIO) defining data structures for others to play in. This is true of all corporate software. Slack, ERPs, CRMs. They require setup but offer daunting flexibility out of the box

Everyone's talking about Tana... After exploring Tana and watching plenty of tutorials - Tana is still firmly a hobbyist (expert PKM) app Not designed for the masses, but perfect for an in-depth tool for thought - weaving databases into PKM

@LorimerVentures @zerohedge Won’t last long - harvest is underway already and Idaho crops looks strong. But I do think there will much greater volatility in supply going forward

@zerohedge @ZaitzAtPieper 🤝

Potato Shortage Emerges In Idaho As Prices Surge At Supermarkets zerohedge.com/commodities/po…

@Post_Market Wouldn’t be surprised if Siete was supplying the private label product and it’s just different packaging

@Conaw YES

Update to queries coming today

@ElSKuhn Imposter syndrome

@ShalevTek @ClickUp_app Roam Research

@ClickUp_app Evernote!

Time to spill it, power users: if you could have ANY integration within ClickUp, what would it be!?❓❓❓ Inquiring minds around here want to know... and perhaps make those fantasies a reality! 😘 💜

@sarah_k_mock @jasonmauck1 @GGunthorp @zebulousprime Great anecdotal evidence and I look forward to following and learning what they have done. But it's not the overarching story here. Most farmers are trapped - living loan to loan until they default. Most gov support wouldn't be necessary if farmers hedged properly, but they don't

@ZaitzAtPieper That’s the game they choose to play. Nothing about that business model is the way it *has* to be. @jasonmauck1 @GGunthorp @zebulousprime Gabe Brown all come to mind as people who are getting out/have gotten out of that losing game. Farmers have agency.

Listen. We don’t “need to support the farmers.” Farmers are largely a landed class with inherited wealth who care mostly about keeping that wealth in their family. They have overwhelming resources already. They can help themselves.

@cm_brown90 @Post_Market @patrick_oshag @ShaneAgronomy There are plenty of people trying to make it a more accessible asset. Only 1-2% of farmland exchanges hands each year

@ZaitzAtPieper @Post_Market @patrick_oshag @ShaneAgronomy Given the current inability to express the trade do you believe there is value in an aggregator rounding up supply to make that possible? Or is value to lumpy and siloed to make that aggregation effort worth it?

Fintwit, who are the most knowledgeable ag and farmland focused investors in the market?

@cm_brown90 @Post_Market @patrick_oshag @ShaneAgronomy There are no ETFs or ways to invest that will capture the returns that make up that chart (I would even question the data) - The next 10 yrs are sig less optimistic than the last 10 (many macro & gov vars). But, some assets will greatly outperform anything contemplated there

@ZaitzAtPieper @Post_Market @patrick_oshag @ShaneAgronomy Interesting. Do you believe that farmland will continue to outperform, or will this chart look much worse for the 2020 - 2030 time period?

Erick shared this photo arriving to work in King City CA. He shares “There is nothing heroic about what we do. We work out of necessity.” If the air quality index surpasses 150, employers must provide respiratory protection equipment such as N95masks or similar. #WeFeedYou

@potatonewstoday Stop importing seed from Holland

PCN: ‘How we’re getting to the root of a global pest threatening potatoes in East Africa’ potatonewstoday.com/2020/09/10/pcn…

@aznaurmidov @Post_Market Somewhere deep in there - there is a real business plan with compelling unit economics - and clearly a product-market fit. At some point, he was being rewarded significantly more for upselling a more ambitious vision and decided he no longer cared if it was real. My $0.02

@Post_Market Selling a vision is entirely different than lying about what the status of a company is. Being real about technology or execution risk is a character judgment call. A track record of risk management is a must.

@pkesht @Post_Market @dhaber Similar feelings about FBN 😏

@ZaitzAtPieper @Post_Market @dhaber I wouldn't be surprised to see Indigo get more acquisitive as they continue to fumble around trying to find a path to a return on all that $ they raised. Acq. Telluslabs a couple of years ago but I think that was more acqui-hire-y than anything

Who are the best non-tech acquirers of early-stage technology companies? Is anyone doing a particularly good job identifying technologies that could radically transform the economic structure of their legacy business?