eh ok

Essentially: 1. Founders aim for the big bucks because.. well why not? 🤑 2. If VCs like the idea, founders, and plan, they are willing to invest and oftentimes overvalue the company -- why? VCs are trying to make 50X to 100X on 1-2% of their investments 3. This overvaluation comes with very aggressive benchmarks for growth because the company is expected to "grow" into that large valuation 4. Founder / company cannot keep up with those milestones (oftentimes very unrealistic expectations) and cannot grow into that large valuation 5. Successive VCs say "no more additional money" because growth isn't fast enough to hit the large initial valuation 6. Company runs out of money because they aren't making enough to cover their current operating model and costs and they were relying on larger successive VC rounds to stay alive, which are no longer coming. This is where a company might do a "down round" to stay afloat, which causes them to have a lower valuation and depreciated stock value (employees really do not like this and sets a bad signal) 7. Eventually, founder is forced to sell the company for less than the actual invested amount 8. Investors get money first (albeit not their entire investment since it sold for a lot less than the initial valuation) -- (i.e. called liquidity preference.. or "order of who gets paid back") -- founders are last on this order. 9. Nothing is left for anyone else, including the founders.. founders get $0 10. VCs build this into their risk profile and are generally factoring that this will happen most of their investments -- it's a numbers game, but still not fun for the founders that find themselves in this situation

@ericsmith1302 Are you completely bootstrapped and working by yourself?

My new project (Project X) is on the move! Feb 18th: First subscriber. March 13th: $1K MRR. March 20th: $2K MRR. Wild that it's growing faster than AutoShorts did in the beginning, which is currently at $117K MRR. The recent surge of growth was a result of pivoting my core use case to something even more niche after getting a lot of feedback from users. Once I did, my Facebook ads really took off - right combo of audience and messaging. Going to double down on this in the next few weeks. Aiming for $5K MRR by May!

@ick_real Maximize your earnings. Don't be selective. Take the jobs that pay the most even if it means living somewhere remote. Then invest that cash 80% SPY and 20% TQQQ and keep putting money into it ongoing. Don't pull anything out for 20 years. You're welcome.

I’m 23. Give me oddly specific life tips. No general ”surround yourself with positive people” tips. I want the most random, specific advice possible.

@georgehanu @adityaag 100% .. lfggggg

@adityaag This is the part nobody explains about building. Sometimes the best sprint planning is just waiting for the house to go quiet 🛠️ Who else does their real thinking after hours?

It’s 802pm on a Friday night. The kids are asleep. The meetings are done for the week. The coding bender can now begin. See you on Monday morning. Let’s get to work.

@eurofounder What a ridiculously short-sided (and dumb) take. It's ok tho. Just make sure to not vaccum on Sundays or your neighbors will complain.

My daughter got a job offer from Tesla "Papa, it's $250k a year and I'll work on autonomous driving!" I sighed "You have only a bachelor's degree. You are not qualified to work on anything" She started showing me the offer letter I closed the laptop "You will do your masters. Then a traineeship at a respectable German company. Then we can talk" "But dad, my friend moved to the US with just a bachelor's and already makes over $300k..." "And does your friend have a recognised European postgraduate qualification?" She didn't answer Case closed In Europe we educate first and work later That's why our companies are built to last

@OccasionalOpie @EYakoby @BillAckman @grok y = 650.54 * e^{-0.679x} + 17.89

@OccasionalOpie @EYakoby @BillAckman @grok

Iranian Ballistic Missiles launches: Day 1 — 350 Day 2 — 175 Day 3 — 120 Day 4 — 50 Day 5 — 40 Day 6 — 32 Day 7 — 28 Day 8 — 15 They’re running out of missiles and launchers.

@EYakoby @BillAckman Here's the equation of missiles (y) vs. day (x). You're welcome. y = 650.54 * e^{-0.679x} + 17.89

@x10ph0 @kaylee_ashlynn @grok You totally got her

@kaylee_ashlynn @grok how many indian soldiers fought and died in WW2?

Your ancestors died so Indians could dance on the WW2 memorial. x.com/DrRepatriator/…

@mhp_guy This post literally reads as: "find people who don't know AI, put them in a room, show them ChatGPT, make 5 figures in MRR.. wow so cool!" Come on, please.

I just spend a week at a Mexican resort with 150 doctors. And wow. I can now say with 100% certainty that I know what the biggest wealth creation opportunity of 2026 is. These guys are the best of the best, each making $500k - $5m+ per year. I gave a keynote about how to implement AI into their practices, and what I learned kind of shocked me. I asked how many knew what an AI wrapper was. MAYBE 2 hands halfheartedly went up. Vibe coding? Crickets. Replit? Nope. How many have ever uploaded a file to AI? Maybe 20% of people. I couldn't even get through my 2 hour talk because they were asking so many questions. These guys were almost all 35-55 year old wealthy Americans, on the cutting edge in their field. I don't care what size the business is - small, large, medium, it doesn't matter - business owners are DESPERATE for someone to do 3 things for them with AI. 1. Solve problems. 2. Save money. 3. Make money. So what's the opportunity? Get in front of them for free. Any way you can. In your local area, preferably. Rent a freakin' Holliday Inn conference room for an hour if you have to. Promote the event with the FB ads + Eventbrite integration. Have your buddy sign them up for a demo in the back of the room. You will have 5 figures in monthly recurring revenue in a matter of days, not months. You don't have to do an event, but the close rate is stupid. I know of at least 10 people doing this today. X is a bubble. The stuff you see here about OpenClaw, AI wrappers, Claude's capabilities, etc, is all 2-3 years ahead of the general public.

@InvestingVisual Just straight CLaaS.

Chamath Palihapitiya: Capital Loss as a Service.

@ericsmith1302 What's the product?

Update: $184 MRR This is still 100% from Facebook ads, haven't been marketing heavily yet. Had some "scaling" issues to address now that we have real users playing with edge cases, but happy to see growth. I've actually started noticing a majority of users are utilizing the platform in a way I didn't feel expect, and may actually do a small pivot to cater towards that audience. That's one of the great things about getting an MVP out there fast. You learn immediately, get real user feedback, and can build features as you go without wasting a lot of time.

@ericsmith1302 Facebook ads have always been a good winner. Especially if you're cross-advertising on Insta.

New SaaS launched yesterday, let's gooo! Initially, I wanted to test the new models (Opus and Codex) and ended up using them to make an entire app. Unfortunately, I won't be sharing this one publicly, but i'll share learnings here as I go. First sale came from... you guessed it. Facebook ads!

@garrytan What's your agentic setup if you don't mind sharing?

The flow I feel when vibe coding now is not just as good as it was 10 years ago during my startup. It is 6x better because I can keep 6 concurrent workers going all day, each in a plan-write-test-PR-ship loop Sometimes I time travel several hours at a time. No feeling like it

@ycombinator @orangesliceai Perhaps one Google AI feature launch within Sheets to make this company completely obsolete.

Congrats to @orangesliceai on their $5.3M seed round! Orange Slice is building AI agents inside a spreadsheet, helping sales teams find companies that already want to buy. businessinsider.com/orange-slice-p…

@FriedgeHNIC ..6 guys on during the Czech goal to put them up 3-2. 2 defense + 1 shot blocker + 3 forwards to give Czech a 3-on-2 to score. youtu.be/j5oi8x4ANTI?si…

@RichardHeartWin @chamath 😂😂😂😂

Sadly, pseudo intellectual posts like this are how one curates an audience to uh, uh, well, you know what he does. This amazing formula is the same as I have a simplified conjecture about "driving somewhere" progress. it is f() = p x c x a. Where i = I want to drive somewhere, p=petrol, c=car, a=air in the tires. Neglecting P, C or A means you won't drive anywhere. Pseudointellctual gibberish.

I have a simplified conjecture about AI progress. Your mileage may vary but here it is. f(i) = p × c × a where i=intelligence, p=power, c=compute, a=algorithms, multiplied together. This means neglecting any variable creates a ceiling and any breakthrough compounds across all three. One caveat is that today's advances are more accurately shaped by the entire history of prior investment, not just a discrete investment or breakthrough in time. In other words, the variables have memory over time so that must be factored in. In any event, the chart below is interesting because it shows the major tech companies operationalizing this function… If f(i) accelerates quickly, there is a point in f(i) where the gap between the haves and have-nots is so stark that negotiating leverage will flip instantly. This is the bet that Amazon, Microsoft, Google and Meta are making. This is why they are buying as much of p, c and a as possible to make sure they own the leverage that comes from f(i). Meanwhile Apple is cutting capex. Apple's implicit assumption is: “AI capability is an input we can buy, not a moat we need to build. We own the distribution and last mile so let’s wait and license the intelligence when a winner is more clear. It’s a feature that needs distribution not a platform that reallocates winners and losers.” It's a rational bet today but it's also the kind of bet that can look obvious until the day it isn't.

@AdiUdupa @rohitdotmittal Absolutely true

@rohitdotmittal For every Openclaw, there are a hundred AI demos no one remembers. M&A looks fast from the outside. What you don’t see is timing, network, and buyers needing a headline. Most “viral” exits are edge cases riding a wave. Waves don’t carry everyone.

Openclaw is one of the fastest exits in the history of tech. The amount of M&A is mind bending in the AI world. If you can cut through the noise, you can have great outcomes faster than you realize. Assuming the deal took a month (or at least a couple of weeks) to finalize, Openclaw went viral and sold in less than a month. I see founders launching startups and selling for a life changing money (most in equity) before even the product goes live. Your next project could be the same. AI is the great wealth builder of the next decade.

@rohitdotmittal What would you do @rohitdotmittal?

you raised $8M at a $40M valuation you ground it out for 4 years and got to $2M ARR while burning money or breakeven at bast solid product. customers renew. team is competent some money still left in the bank you have revenue. you have profit. you just dont have the growth rate that returns their fund so now youre stuck your VC ghosts your emails why? because youre growing 15% not 150% cant raise because youre not growing fast enough cant sell because the pref stack means you walk with nothing cant shut down because investors wont write it off (they have you marked up in their next fundraising deck) cant keep grinding because youre burned out and own very little of your company by normal business standards you succeeded by venture standards youre a zombie and theres no infrastructure to help you exit no broker wants to touch a $2M ARR company with $8M raised no acquirer wants to deal with a messy cap table no investor wants to have the honest conversation hundreds of founders are stuck in this exact position right now we need new paths for founders to exit companies that work but dont scale

@24HourFitHelp had a pretty bad experience today. My annual plan auto-renewed today without any emails or notice. I called the club GM who pointed me to the contract I signed *2 years ago* and said "sorry, no refunds". Can I please get help to get a refund?

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