crandan08512

@ZacharyDeWitt which VCs are most interested in hardware?

VCs in 2016: Sorry, we don’t invest in hardware VCs in 2026: Sorry, we don’t invest in software

@bhalligan Not us at HyphaMetrics

Every board meeting 1. We are growing v fast 2. We need to fix gross margins 3. We’re behind on enterprise reps 4. We’re moving to credits pricing 5. We have one pesky competitor 6. We’re very worried re Anthropic If this is you, you have a lot of company.

@hannahkrieg New York has enduring and diverse tax revenue streams

Stupid question about everyone praising Mamdani budget: does New York need to have a balanced budget like we do? This seems like normal budgeting stuff to me lol

@jefielding @gabednconfused not everyone’s capable of pivoting. Some people just had a great idea once

@gabednconfused This is a pretty technical product, not a wrapper at all. But I’d agree that the fact they aren’t pivoting instead is puzzling.

Founder closed a $15m Series A (top tier VC) and 6 months later, plans to return the cash to investors. Feels like long term, Claude will displace the product / erode the value. This is really happening, most people are not talking about it, it’s kinda wild.

@hannahkrieg Policy aside, the way she approaches these questions makes me skeptical that anything that’s not working will be fixed during her tenure. She needs a few more lessons from Michelle Wu.

Explain to me slowly what Katie Wilson has passed that would drive entrepreneurial couples out of Seattle

@jesseproudman @skaushik100 @garrytan honestly even Portland is nicer than Seattle now.

Every city is flawed in some capacity. I encourage you to spend some time in other major metropolitan cities. San Francisco and Austin are great examples. Then compare and contrast those experiences to what downtown Seattle is today. What we’re seeing is directionally wrong. Things are getting worse, not better. As you note, there are many contributing factors. Most of them originate out of mismanagement of city funds and not from a lack of tax revenue. If entrepreneurs have learned anything, it’s that scarcity drives creative thinking. Simply increasing your income every time you feel pinched results in lax management. It’s lazy.

I didn’t love the mayor’s flip comment, but the current hyperventilating right-wing portrait of Seattle on this site as a total backwater shithole where no business (or sane person) would ever want to be if it wasn’t for the low taxes on rich people is pretty funny. Last time I checked, Seattle is: (a) home to two of the seven biggest global tech giants (well, technically Microsoft is across the lake); (b) the site of one of the country’s top 5 (and globally, top 10) public research universities; (c) the most educated big blue city in the US, where 70 percent of residents over the age of 25 have a bachelor’s degree, and one of the three most literate; (d) the third most affluent blue city in America, with a (still) fast rising median household income; (e) a city that, after being the fastest growing big city in America in the 2010s, continues to grow - our population growth is on track to make us bigger than San Francisco before the end of the decade; (f) blessed with a temperate climate where it rarely gets very cold or hot and with a breathtakingly beautiful Puget Sound landscape where mountains, ocean and islands are near at hand (the crappy weather claim is the funniest one of all - have any of these people ever spent a summer in the Pacific NW?); (g) in close proximity to three of the US’ 63 national parks, which together draw millions on annual visitors; (h) ranked just this year as the most livable city in the US based on an analysis of six criteria: quality of life, safety, healthcare access, disposable income, air quality and unemployment rates. Oh, I could go on, but tell me again how our dark, damp winters are going to be the end of us all now that we’ve added a relatively modest tax on very high earners.

@wesyang Right idea but wrong moderate. He didn’t really do much and forgot to campaign until a few months before the election.

After the giant fiasco of CHAZ (the depoliced zone that the city allowed to fester until it culminated in the murder of two black teenagers), Seattle seemed to come to its senses and elected a relative moderate. That was a key data point in the "post-Awokening" narrative. It's gone right back to this:

@KendraEBarnett @HyphaMetrics has entered the chat

Measurement is still messy: MMM, MTA, and panels fall short, pushing the industry toward incrementality and outcome-based models as advertisers demand clearer proof of ROI. (2/)

Back from a whirlwind few days in Miami at Possible. Here's my recap of the conversations that dominated the event this year: (1/)

@_ZachGriff @AlaskaAir Just don’t forget Latin America…which it looks like they’ve done

.@AlaskaAir CEO: “We are going to deepen our relationship (with American Airlines).” He says Alaska will have a bigger intl footprint that will really put Seattle on the global map. Sure sounds like Alaska will be added to the AA Atlantic/Pacific joint venture (if approved).

@Jessecooksfood @SkiGuy1818 I also live here, am also underwhelmed, and think we grade this city on a curve.

@SkiGuy1818 Nobody cares how well traveled you are, man.

It’s kinda sad that Seattle’s food scene (within the city limits at least) has gotten worse in my adult life. It was a better city to eat like 10-15 years ago.

@rexsalisbury @bancoplatamx numbers are fantastic but did we need “Mexico’s answer to nubank?”

Exclusive -- there's a new $5 billion fintech you've never heard of. Here's my interview w/ Neri Tollardo, cofounder & ceo of @bancoplatamx. A crazy story of how ~40 folks behind Tinkoff left russia after the war in ukraine to build mexico's answer to nubank. in 3 years surpassed - $700 million in revenue - $700 million loan portfolio - 3.5 million customers - operationally break-even since May 2024 They also received their bank license and went live 1 month ago. Neri, originally from italy, was previously head of strategy at Tinkoff. He and the 30+ folks from tinkoff didn't just move, they also invested their own money in the company -- collectively around $10 million. We like to talk about "missionaries vs mercenaries" in venture. I'm not sure I've ever seen a deeper level of commitment from so many folks. As Neri said, "it's very difficult for us to draw the line at who is a founder and who isn't because the first [30+] people joined in the first three weeks and they all put money where their mouth is and they're all founders in my eyes and in their own eyes. And that drives a very different level of commitment, a very different level of drive." Next up: - focusing on product expansion in mexico - launching Colombia later this year Look forward to following their journey! For some context, Tinkoff was a $25 billion market cap company at peak in Russia (despite being in one of the worst equity markets in the world for reasons that have since become obvious). And Russia and Mexico have similar GDP (both around $2 trillion, also close to Brazil at $2.6 trillion GDP). Mexico has even lower penetration of financial services. So still lots of potential upside. would not bet against this team :) @Neri57779703

@davidu @united Often fly SEA<>EWR and viasat is slow but reliable

A bunch of anecdotes making me think that as @united moves the fleet over to Starlink their ground station partner has cut them off. I know of 5 people on 5 EWR-SFO flights who haven't had wifi in the last 2 weeks, including myself. These are mostly 787 and not yet upgraded.

@Birdyword @united serves dinner on red eyes that leave at 11:59PM

There must be a market for long-haul international flights (or even just sections of flights) that involve *some* effort to help people adjust to new timezones. Right now it's like they're run by a pro-jetlag conspiracy - random mealtimes, unpredictable lighting decisions etc.

@arthurquerou Cheaper than billboards

First post of our new Social Media Manager. We either made the best or the worst hire ever.

@zachperret @Plaid I’d like to see plaid work more than half the time

Which banks, data elements, or account types would you most like to see @Plaid add or improve?

@TheJerzWay agree…La Mar 🇵🇪 by Gaston Acurio is better in SF and Seattle than it is in Bogota or Santiago

Unpopular opinion after a few weeks in the US… At the highest level, American restaurants are better than anywhere else on earth. Yes, better than Europe. Yes, better than Asia. Yes better than LatAm. If you disagree, you’re either broke or haven’t been.

@garyleff yes, i choose UA over Alaska and delta at seatac

@danblack0710 that refers to Delta

Delta Built America’s Best Airline — United Is About To Take The Title Away - View from the Wing viewfromthewing.com/delta-built-am…

@Joshua_Ariza 7. Portland…..improved a lot and obviously not every employee is there. But basically no other job options if you lose your job at Nike.

"GIRLS ARE TOLD THEY CANT PLAY SPORTS" isn't really woke to me, it's antiquated and feels like a 50s era slogan. Here's what I think happened. 1- Nike has lost "the culture": The top-down marketing of premiere athletes simply doesn't return the same investment. There are no longer captive audiences over a single sport or athlete. Your nephews care more about IShowSpeed than Kyrie or Luka. 2- Hypebeast Culture is Dead: Or it's dispersed. Your nephews' favorite apparel brands aren't any of the big sport co's. It's some company with 100k following. 3- Office Politics: Politics and the me-too era clipped leadership personnel [justly maybe]. There have been 3 reorgs in a five year period. Hard to focus product when everyone's getting let go. And a woke-ish corp culture has its own chilling effect. 4- Manufacturing and Saturation: MANY interesting sport/equipment brands have popped up as manufacturing and marketing has gotten easier. With shorter lead times and less red tape for approvals, smaller brands are nimble. Nike's design -> market calendar takes 1.5 years. 5- D2C is very hard! Their CEO didn't think they needed some larger retailers [footlocker] and wanted to pursue DTC. Ecomm has its own major costs and it's not the margin people think it is. 6- I no longer work there: Kidding, but Nike can't keep and maintain talent when great workers can build their own audiences/product. I doubt we'll see many multi-billion dollar sustain in this market. These factors are happening at all the brands.

I used to design full time for Nike and I have thoughts on this

@arthurquerou We’re here to expose the inefficiencies like nobody has before - whyhypha.now

LLMs might actually heal AdTech. AdTech profits off inefficiencies it creates itself. LLMs are, by design, inefficiencies killers. They’ll accelerate the transition to a generalized outcome currency. Good.