GB

@pitdesi Meed to start building this into sources and uses tables in future deals. $50M raise, $500K closing costs, $1M immediately out the door for influencer announcement posts

Many major startup product launches now pay influencers to promote them. I get pitches to do it all the time. Nobody ever says they were sponsored but they clearly are. Many are likely in violation of FTC rules.

@tjparker Would payors still just require a visit as part of their UM?

Yuppp

@cfo_mm Got it, thanks!

@cftb110 all public info. built with claude code. but underlying llm being used is not claude.

When I was sick this weekend I built a thing with AI.. Enter a ticker and 4 agents research it from different points of view. Then a moderator agents hosts a 3 round debate amongst the 4 analysts. It then determines a consensus view. agent-debate-app.vercel.app/analysis/zzowe…

@WillManidis Grimes coming back to MS for the SpaceX IPO is proving this out further

the entire present and future of private capital markets can be found in the early history of british banking including the concept of the "modern deal guy" asset light, leverage heavy, trading on his name and his name alone. from "Lombard Street" (1873)

@nikitabier @daveying99 @TedPillows Wouldn’t gold and silver fall into this category?

@daveying99 @TedPillows Yes (my brain got fried by AI)

Gold is dumping. Silver is dumping. Bitcoin is dumping. Ethereum is dumping. DXY is dumping. Stocks are dumping. If everything is going down, where is the money actually going?

@BarstoolBigCat Need to know if the Browns QBs coach has a contract clause that gets him a bonus now. This is the best type of free money

Now we're cooking

@drewfallon12 Comps

🚨M&A COMPS DATA GIVEAWAY🚨 I compiled a database of 200 M&A transaction in consumer goods from 2025 and created a comprehensive category-by-category PowerPoint breaking it down, along with expert perspectives on the M&A environment from leading investment banks and operators like: - Centerview Partners (leading consumer investment bank by total deal value) - Raymond James (leading consumer investment bank) - Amy Hass (Fmr. CFO Simple Mills, acq. for $795m) - Hudson Leogrande (Founder Comfrt, fastest growing apparel brand ever) - Darren Litt (Founder, Hiya, acq. for $260m) The ultimate guide to understanding the M&A landscape & valuing your business in today's consumer industry. ALL YOU HAVE TO DO TO GET IT is like and comment "COMPS" on this post, and I'll dm you the link to the presentation AND the underlying data sheet for the next 4 hours. Plus, If you want the comps data going all the way back to 2023 along with each brands investors, a valuation calculator for YOUR brand, and more - I'm sending out a way more comprehensive database in my newsletter this Friday. Sign up at the link pinned to my profile 😊

@tjparker @generalmedco 80% of counties is crazy in such a short amount of time. Congrats and excited to see what’s next!

We made a bet at General Medicine that customers want broad selection, access, and convenience. Six months in, we've served customers in ~80% of counties in the US, across 800+ services, with an average NPS of 82. Onward!

@GrantHesser Microsoft excel has entered the chat

Wait until the VC crowd meets these guys.

@FoundersPodcast Reminds me of the @WillManidis school of thought

Jim Simons: It’s a beautiful thing to do something right

@StuartBlitz Fired: Paying an absurd amount for a booth and coming back to HQ with no new deals

HLTH status Tired: Coffee meetings Wired: Walking meetings Inspired: Blackjack meetings

@jrichlive What if we just tariff the shit out of the blue lines to bring them in-line with red so that we can feel like our healthcare market isn’t that bad?

simple thought exercise what if we deregulated healthcare, education and housing like TVs 😉

@StuartBlitz Except if they’re one of the 100 lifestyle companies making stretchy pants for work.

If you want to insult a VC-backed founder, just call their company a lifestyle business

@blondesnmoney + Meta AI servers’ depreciation timelines

@StuartBlitz I was told to suck it up and that they would be giving me 5% less anesthesia given the major cost increases there too

Spoke to the VP at one of the large payors today. He said he knows everyone is happy about the rate cut, but all their capital will earn less interest so starting today they're increasing prior auth denials by 5%.

Big day for the “nothing ever happens” / “it was all priced in crowd”. S&P nearly exactly flat after fed meeting.

@WillManidis Does Sinatra count since he barely wrote any of his songs?

who is the most important artist who you could believe a major portion of their attributed work is in fact a forgery

@StuartBlitz Launching Saturday Health, where you can only dispute bills on Saturdays and we’re closed that day.

Health tech founders have a few possible days of the week left: Sunday Health - taken Monday Health - taken Tuesday Health - taken Wednesday Health - open Thursday Health - open Friday Health - taken Saturday Health - open Sunday Health - taken

@traestephens @saquon knows though!

Yeah, but they're MY 20-year-old millionaires who have no clue that I exist.