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Our D.C. office building got a security robot. It drowned itself.
We were promised flying cars, instead we got suicidal robots.
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Bilal Farooqui
18.2K posts
Bilal Farooqui
@bilalfarooqui
building sunny health; YC S07
San Francisco, CA Katılım Ağustos 2007
3.2K Takip Edilen4.8K Takipçiler
It would be absolutely hilarious if John & Jordi invite Dario to the show and absolutely roast him for the ad stuff and the pentagon fumble
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@EricNewcomer trying to have their cake and eat it too
they want to keep doing the show (i get it, it's been a great show!)
but their audience will never be able to get over the fact that they are now highly paid OpenAI PR people
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watching tbpn live for the first time. vibes are a little off. feels a little defensive? surprised they aren't mostly talking about the deal... i get that it's hard to talk about for 3 hours. they don't have someone from openai to come on?
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OpenAI buying @tbpn is going to be a goated acquisition
OpenAI is TERRIBLE at comms
They shouldn't let anyone except John and Jordi do comms for them moving forward
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Bilal Farooqui retweetledi
Applied Intuition CEO @qasar says the market for physical AI is "way, way bigger" than the market for white-collar AI:
"I used to be at Y Combinator. I was the COO, ran the firm, and funded lots of interesting companies. And one of the analogies I used to use to help founders understand market potential and size is: I grew up in Detroit. You're sitting in the Detroit metro airport at a gate, and you look around. How many of those people are using Claude Code? Frankly speaking, not many."
"But how many of those people drive? How many people work at construction sites? How many of those people ride in buses? How many of those people serve in our armed forces? The point is: a much, much larger group."
"The market for physical AI is way, way bigger. Purely because the surface area is much bigger."
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The funniest thing Donald Trump ever did was lowering taxes for low & middle income people and raising taxes for high income people, especially in the coastal elite cities
THE Ram U@CSURamT
Did my taxes this weekend. Nothing like being middle class w/ 2 dependents, own a home, max out 401K, HSA & FSA contributions, and don't claim any deductions in my paycheck, but still owe $6K... The new Trump tax plan seems to cost me more every year.
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Bilal Farooqui retweetledi
The Secret Formula to $144M ARR in 5 Years: @giliraanan
4x, 4x, 3x, 3x.
Net new ARR.
First year: $1M.
Second Year: $4M.
Third Year: $12M
Fourth Year: $36M
Fifth Year: $144M
How have growth rate expectations on companies changed in the last 12 months and is the above even growing fast enough @kirbyman01 @chetanp @mmurph @jasonlk
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This is terrible advice!
What is the point of making money if you can't YOLO $$$ into your friends' startups????
Molly O’Shea@MollySOShea
Biggest Mistake Founders Make After Their First Liquidity Event: PSA maybe do not do this
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@LegionHoops @RunItBackFDTV Would’ve lost both times to the Jazz
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Isiah Thomas: “If the Bulls took MJ out for Kevin Durant, would they have won 6 championships? Absolutely.” (@RunItBackFDTV)
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@DrDiGiorgio Health systems have done an incredible job maintaining this fake pristine identity and letting insurers bear all the brunt and ire of public sentiment when it comes to the state of our healthcare system
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This gets at a real frustration people feel, but I think it misidentifies where the pricing power often sits.
A very large share of Americans with private insurance are actually in employer sponsored self funded plans. In those arrangements, the employer is the one ultimately paying for the MRI, the surgery, the delivery, and the office visit. The insurance company listed on the card is often functioning mainly as a claims administrator, not the true purchaser of risk in the way people imagine.
That matters because it means the story is not simply “big bad insurer versus powerless hospital.”
In many markets, there are actually many purchasers of healthcare services, including employers, union plans, third party administrators, and insurers, but only a small number of dominant hospital systems selling care. So the hospitals have all the leverage.
When a hospital system controls enough beds, enough specialists, enough outpatient sites, and enough geographic territory, it can demand all or nothing contracts. Employers and plans are told to accept the entire system’s rate structure across the board or lose access altogether. That is consolidation driven pricing power.
So yes, insurers is an easy villian. Prior auth, denials, narrow networks, and opaque benefit design are all real problems.
But they are not the whole story, and they are not the main driver of high prices.
If you want to understand why an MRI at one site is a few hundred dollars and at another is many thousands, or why routine hospital based care is so expensive, you have to look at seller market power, especially large consolidated hospital systems that can command prices far above anything resembling a competitive rate.
There is plenty to criticize about insurers.
But on cost, the bigger issue in many places is that the purchasers of care have weak leverage and the sellers do not.
And the sellers know it.
Mark Cuban@mcuban
The are a function of health insurance plans. The insurance companies create plans with deductibles that most people can’t afford. So to get to the insurance money from their plan, they will loan the patient money to cover their deductible. That turns the hospital into a sub prime lender. Then the insurer will under pay, late pay and claw back in the contract. Costing the hospital more cash. And costing them in administrative costs even more Then the insurer will delay approvals and deny care, earning interest on the premiums. So then the hospitals. Non profit or not, have to compensate for the issue with insurance companies. So they create ridiculous shit like facilities fees, abuse 340b programs , abuse site neutrality and more. And of course non profits don’t pay taxes And then the biggest provider systems will say they can’t make money on Medicare. Which is a function of them spending like drunken sailors on everything they can. From buildings to consultants. There are more administrators than doctors and in aggregate they make more. It makes no sense that hospitals spend so much money on consultants. It’s a waste. It’s like them want them to give the CEO cover , so they can try to buy more hospitals which leads to more pay for the ceo Break em all up
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@bilalfarooqui Trying to see if you’re at a big firm’s offices getting preempted
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why is the first vc question on a zoom always "where are you calling in from"
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@TCIIIyeee Whenever Mark Cuban sells an asset, you know it’s the top 😆
He’s undefeated
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Mark Cuban and them boys did all that yappin about the NBA taking over the NFL. There's a legit argument that MLB is ahead of the NBA right now.
Shams Charania@ShamsCharania
The NBA has informed teams that the league is projecting a $165 million salary cap for 2026-27 -- $1M lower than previous outlooks due to a reduction in local media revenue, sources tell ESPN. Minimum salary $149M, tax level $201M, first apron $209M, second apron $222M also $1M lower each.
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In the SV I know, you’re allowed to spend on ads and sales and marketing
You’re just not allowed to talk about it, it’s gross
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@feelsdesperate @terrybythebay Yours is the stupid livestock take
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The Arabs hate Iran and are our allies and are very much for this war and we have trillions invested with them.
Iran is a belligerent of major geostrategic importance and the US is the global hegemon.
Trump tried negotiating with them and they acted like lunatics.
It sounded like there was a unique opportunity to decapitate their leadership and so he took it.
Iran has been an enemy through almost 50 years on matters way beyond Israel and Trump is a national chauvinist.
I could go on, but look you and I are both old enough to remember the Cold War, the energy crises, and all sorts of things that happened in the region. I don’t deny that Israel is a major factor in why this happening but we should be able to do better than people who lost their minds after becoming JQ red pilled 5 minutes ago.
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It’s one thing to dislike the Israel lobby but if you think Trump was blackmailed into the Iran war with Epstein international-pedophile-ring Mossad kompromat you are the stupid livestock that you are always complaining about.
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@wholemars this screen should also show "hours driven on an active ride"
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Here’s what an Uber driver gets in Texas — 52% of the customer fare
and this is before income tax
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We serve large enterprise customers that are household names in the country
The last thing we were going to choose was a 3-day rag Soc2 audit
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With that said, I wouldn’t be surprised at all if the substack was a hit piece sponsored by one of Drata’s competitors
And even if it is a hit piece, they probably had it coming
I also think they’ll survive it and probably exit on a 1-2x multiple from the last round to save face
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When we evaluated soc2 vendors last year, our CTO was very clear: “not Delve”
We chose Drata and Prescient Security for our audit
We thought Delve’s timelines were too good to be true and there was probably a good reason no other vendor offered them
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@PeterJ_Walker Surprised by this as conventional wisdom is Series A is the big derisking fundraising milestone
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Bilal Farooqui retweetledi
Do Series A and Series B startups fail less often than seed startups?
Kinda. A bit. but not by much.
The As and Bs do get acquired at a higher clip (as a share of total companies in the stage) but again...not a massive difference.
Patrick OShaughnessy@patrick_oshag
A crazy image
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