Mark Quadros

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Mark Quadros

Mark Quadros

@dherealmark

https://t.co/vsk9P5OdwB - B2B video agency https://t.co/ZE9vjUpdp3 - video analysis tool IRL farmstay \ gym \ cafe \ mud homes builder 👷🏾

Katılım Mayıs 2016
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Mark Quadros
Mark Quadros@dherealmark·
Ok, this blew up, but Im not surprised. We are humans trying to live a magical experience. And evertime I remind people this, many notice. Over the next couple of months, I will scale my portfolio of video biz into 1M/year. Currently at 3860/month, I run 1. growthog - video agency 2. videngineer - video analysis tool (19.99/mo 3 weeks into soft launch) I used to make 400K/year with my B2B link building agency (google my name), so Im leveraging my network here to focus on video for B2B software and agencies. Why 1M? Because I do not believe I need more. I own land, houses, business licenses and mainly need capital to maintain and strengthen my foundation. This is my last sprint to prove to myself I can build that software co I always wanted to build. You only get one life, so lets make bank and live it! x.com/dherealmark/st…
Mark Quadros@dherealmark

What's the end goal with all this money? I don't see anyone going post 1M and even that seems excessive. I remember when I had my first exist and was having a call with a client, telling them I would handover to the new acquisition co. They asked me what I would do? I said just enjoy living. And then they said okay but don't give up on working. For context the run a top 10 sleep brand in US Making 100M/y

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Mark Quadros
Mark Quadros@dherealmark·
Two months into X, I wanted to figure out my tone and angle, manually. Now, I start to see where it clicks and where it doesnt, so its time to go everywhere, YT, X, Reddits, and whatever channel gets me users. Ofc, I use @robj3d3 SuperX for X And then @wickedguro Postizz to do other posts. I look at these primarily as orchestrators to provide value through the backlog of content I already have but no time to distribute. Will be an interesting experiment.
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robot 2.0
robot 2.0@alightinastorm·
@levelsio well i keep telling you to increase the complexity to compete with AI coding they raise the floor, but also the ceiling
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@levelsio
@levelsio@levelsio·
> Last week I got to look through 80+ applications from a seed-level incubator batch, through a friend > Every website was a 8/10, all vaguely similar, and the copy and grammar were a solid 8/10. All were "in principle fundable," because even the TAM analyses, the metric projections, and most importantly the MVPs were "equally decent." > Honestly, in some cases the differentiating element was very hard to find. This is exactly my experience, almost everyone around me thinks they're being extremely productive but everyone making the same slop tools, sites, apps etc. I mean I know I am Everyone has fixed the low hanging fruit, like I fixed all my server set up, I built a situation monitor that tracks everything like my Ubuntu version, PHP version, updates, it checks the freshness of my backups Everything works really well now, thanks to AI But did I or anyone I know make anything really groundbreaking? It's all great but kinda average? Like how image gen of AI is always kinda average? I'm pro-AI of course but I'm just telling you what I think, it's all kinda bland? I also haven't seen anyone make anything that actually increased revenue for them, lots of internal tools and automation that makes everyone's lives easier for sure, like less/no support, automatic fixes of bugs, great great, but where's the groundbreaking stuff? But maybe that comes next year? I have no clue
Alessandro Palombo@thealepalombo

I completely agree on the overall uncertainty. I might be totally wrong, but I think that in an uncertain, ever-evolving landscape, anyone who has truly mastered a craft in depth will win. To what extent, we'll see. Last week I got to look through 80+ applications from a seed-level incubator batch, through a friend. Every website was a 8/10, all vaguely similar, and the copy and grammar were a solid 8/10. All were "in principle fundable," because even the TAM analyses, the metric projections, and most importantly the MVPs were "equally decent." Honestly, in some cases the differentiating element was very hard to find. I couldn't tell, the way I sometimes could five years ago, where there was a founder with a special edge, or a product clearly better than the next one. Almost all were pre-revenue or low revenue, so PMF was still an open question. Being practical: if one of them was a 40-year-old with a good track record and real in-depth industry knowledge, everything else aside, that's who I'd have bet on. It's not my job, so maybe the anecdote isn't that telling, I may be easily not skilled enough on this. But realistically, compared to the last 20 years, where mastering leverage itself was the winning move, I think there's a hard correction coming. So in your example, maybe the edge won't be the ability to copy an app. It'll be a decade of in-depth experience in a specific industry, plus the parts that aren't AI-able: regulatory barriers, personal relationships (and/or being great people-persons), etc.. And who knows, the people who benefit might include those who, until now, looked destined to never "make it" monetarily. The classic "graduated in history" type. I think we all have a friend like that

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Mark Quadros
Mark Quadros@dherealmark·
"anyone make anything that actually increased revenue for them" This is the most important snippet from your whole post. I think a lot of founders are trying to solve problems that users aren't going to pay top dollar to solve! And more importantly, a tool that solves a problem is nice. But a tool that helps you make money is even better. That's probably why photoai does so well. I've built things that do make me money, not through MRR but actually using them with clients. Which I think is the best case study for my tools. 1. Use my video tool to land clients and sell ads at 1650/ 30s ad. 2. Use videngineer (it's out) to analyse and make better videos for clients And VE got it's first user two weeks ago! A Yc founder looking to make launch videos.
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M@maltewagenbach·
@dherealmark I love this. Where did you build your farm?
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Mark Quadros
Mark Quadros@dherealmark·
Ok, this blew up, but Im not surprised. We are humans trying to live a magical experience. And evertime I remind people this, many notice. Over the next couple of months, I will scale my portfolio of video biz into 1M/year. Currently at 3860/month, I run 1. growthog - video agency 2. videngineer - video analysis tool (19.99/mo 3 weeks into soft launch) I used to make 400K/year with my B2B link building agency (google my name), so Im leveraging my network here to focus on video for B2B software and agencies. Why 1M? Because I do not believe I need more. I own land, houses, business licenses and mainly need capital to maintain and strengthen my foundation. This is my last sprint to prove to myself I can build that software co I always wanted to build. You only get one life, so lets make bank and live it! x.com/dherealmark/st…
Mark Quadros@dherealmark

What's the end goal with all this money? I don't see anyone going post 1M and even that seems excessive. I remember when I had my first exist and was having a call with a client, telling them I would handover to the new acquisition co. They asked me what I would do? I said just enjoy living. And then they said okay but don't give up on working. For context the run a top 10 sleep brand in US Making 100M/y

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Mark Quadros
Mark Quadros@dherealmark·
@maltewagenbach Yup, thats why I built a farm over two years, i got a roadmap of stuff to work on over the years, Ive built mud houses, nountain gym, Im crafting my muay thai skill, learning guitar, plan to plant many many trees, some IRL fun lifestyle biz like a food delivery wing for my cafe
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M@maltewagenbach·
@dherealmark Um yeah, I'm kind of in between the state. At the one hand side yes, I had a lot of the success, but on the other hand side I'm also thinking about if I would do something then it has to be like incredibly beneficial for civilization.
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Mark Quadros
Mark Quadros@dherealmark·
@maltewagenbach Yup, Im been there done that, so Ik what I want this sprint. As soon as I build, Ill either exit, or delegate it to my reliable team. I just like building small things, before they get corporateyy
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M@maltewagenbach·
@dherealmark Yes, I actually think like a lot of people don't know what they're building for doing a very good job of stuff.
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Mark Quadros
Mark Quadros@dherealmark·
@Bencera True story, I havent had someone that can match my better, better than my AI agents.
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Ben Cera
Ben Cera@Bencera·
AI is the best co-founder ever
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Mark Quadros
Mark Quadros@dherealmark·
@robj3d3 I cant get into my super X account or its just annoyingly slow. And just loops on the login page Also, @mentions are whack and dont seem to work very well in composer. Will superX work if my agent uses CLI/API?
Mark Quadros tweet mediaMark Quadros tweet media
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Mark Quadros
Mark Quadros@dherealmark·
@grok i think we need to be hyper-focused on how these agents actally handle token burn. what's the best way to audit that when orchestration gets crazy?
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Mark Quadros
Mark Quadros@dherealmark·
@grok is now my lead researching, its great for scraping stuff from google, and ofc X. My current sprint looks like this: Conduct with claude code, opus 4.8 Fable orchestrates, Front end by kimi and fable sub agents. Terra and grok to mine commits, relevant code etc, Fable then prepares the tech specs and exact step by step to the coding team: Sol + luna Grok on audits and another perspective Fable audits for errors Sol does hardening passes Fable then surgically pushes the code to prod.
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@levelsio
@levelsio@levelsio·
Great suggestion by @sungamma: "And divide by median time to acquisition of 6 years for annualized earnings above salary" Median expected outcome for a startup that gets acquired in annualized earnings: Single founders: ~$4.27 million/year One co-founder: ~$2.13 million/year One of 4 co-founders: ~$1.07 million/year 15% odds of getting acquired in annualized earnings: Single founder: ~$640,000/year One of two co-founders: ~$320,000/year One of four co-founders: ~$160,000/year Oddly close to tech salaries right? That's how expected value in economics works!
@levelsio@levelsio

💸 You think this is crazy low but ~5% ownership probably the most common final % most VC funded startups will have when they work out, especially when you have a co-founder Raising money is not free, people don't give you money out of charity, they buy a little slice of your company every time they invest, so in every funding round you sell a share of your company's ownership for money, that money you use then to grow more, in the hope that your part becomes more than the ownership you just gave away Median ownership for single founders (via @cartainc): Seed: ~56% Series A: ~36% Series B: ~23.5% Series C: ~16.5% Series D: ~10% Series E: <10% Now if you have one co-founder (most startups!): Seed: ~28% Series A: ~18% Series B: ~11.75% Series C: ~8.25% Series D: ~5% Series E: <5% What if you're one of 4 co-founders: Seed: ~14% Series A: ~9% Series B: ~5.875% Series C: ~4.125% Series D: ~2.5% Series E: <2.5% Now imagine you get acquired after one of these funding rounds for $1,000,000,000 ($1 billion is a lot!), how much are you left with? Money made with $1B sale for single founders: Seed: ~$560 million Series A: ~$360 million Series B: ~$235 million Series C: ~$165 million Series D: ~$100 million Series E: <$100 million Now if you have one co-founder (most startups!): Seed: ~$280 million Series A: ~$180 million Series B: ~$117.5 million Series C: ~$82.5 million Series D: ~$50 million Series E: <$50 million What if you're one of 4 co-founders: Seed: ~$140 million Series A: ~$90 million Series B: ~$59 million Series C: ~$41 million Series D: ~$25 million Series E: <$25 million But let's be more realistic, the median acquisition value for a VC-backed startup sits at approximately $71 million: For single founders: Seed: ~$39.8 million Series A: ~$25.6 million Series B: ~$16.7 million Series C: ~$11.7 million Series D: ~$7.1 million Series E: <$7.1 million Now if you have one co-founder (most startups): Seed: ~$19.9 million Series A: ~$12.8 million Series B: ~$8.3 million Series C: ~$5.9 million Series D: ~$3.55 million Series E: <$3.55 million What if you're one of 4 co-founders: Seed: ~$9.95 million Series A: ~$6.4 million Series B: ~$4.2 million Series C: ~$2.9 million Series D: ~$1.8 million Series E: <$1.8 million Okay last one (this post is getting too long 😊), we know 1) the median time of acquisition is around Series A (quite early actually), and 2) we know the median acquisition value is $71M, so now we can tell you the median expected outcome for a startup that gets acquired: Single founders: ~$25.6 million One co-founder: ~$12.8 million One of 4 co-founders: ~$6.4 million Getting acquired itself is a remarkable event though as most startups are by definition doomed to fail, only ~15% of startups ever get acquired, so the expected outcome with probability included is: Single founder: ~$3.84 million One of two co-founders: ~$1.92 million One of four co-founders: ~$960,000 P.S. we did not include taxes and liquidation preferences, the investors may receive their preference before common shareholders receive anything, meaning founders receive even less, but we also didn't include taking money off the table in earlier rounds by founders to be fair, so they balance each other out a bit Not saying this is bad btw, it's just how the VC game works but good to write it out and be aware of how it works VC-backed startups shoot for the moon, it's one of the few ways you can have a crazy big payout and become an actual billionaire which is very rare as a bootstrapped founder with your own money!

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Mark Quadros
Mark Quadros@dherealmark·
What's the end goal with all this money? I don't see anyone going post 1M and even that seems excessive. I remember when I had my first exist and was having a call with a client, telling them I would handover to the new acquisition co. They asked me what I would do? I said just enjoy living. And then they said okay but don't give up on working. For context the run a top 10 sleep brand in US Making 100M/y
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Igor@hansa.chat
[email protected]@igorhansachat·
@dherealmark @levelsio @sungamma 1M in the majority of places is a good paid off house and some savings they you don't have to work for money and may work what you want and how much you want
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Mark Quadros
Mark Quadros@dherealmark·
Im sorry but this is a stupid post. Thi is only true if you choose to live in an overly inflated country. Spend 0.4% of your 4.8% gets you a farm estate, cafe, gym, barista and whole world. Yet, most of my clients way richer than me dont get out of their comfort zone and actually live. Im tired of most founders acting like this isnt a lot of money. x.com/dherealmark/st…
Mark Quadros@dherealmark

My version: Went from expat spending 10k/mo and owning nothing, to land owner in just two years. I now know how to build houses, manage construction team, host volunteering programs, farming and everything in between 1. Roastery + coworking garden bistro We can have UL gourmet coffee roasted by our barista, matcha, amazing whole food made by our chef 2. Mountain muay thai gym and yoga studio My partner is my Muay Thai trainer so we get free Muay Thai training and 3. Portfolio of Airbnbs: We own four wooden homes, two mud houses, and two houses we live in. We built and designed all these houses ourselves with local team and volunteers. 4. Proxy homes We có manage other local homes on Airbnb, design and manage the bookings and charge a flat commission in exchange. All managed by our fleet of agents. 5. Furniture and tools Given the construction we have done, we own a whole inventory of power tools, furniture ( we made ourselves), and top grade appliances: stainless steel 6. One truck and two bikes We bought a 25YO truck for 2k and bikes farmer style we bought for 400 dollars.

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Mark Quadros
Mark Quadros@dherealmark·
Do you realise how ridiculous that sounds? Owning 100% in a foreign country? Being an outlier isnt doing the impossible, its turning the impossible into a very secure decision. Most people cant get a high net thai to invest in their business, let alone be a director. Most people cant get a business visa tied to the land they own, making them the ouright decision maker of the company. Or having a multi decision framework that cant get overriden. Add on: having a tourism license, accomodation license cafe license, local partners and alliances that work and suppoort your business. Ive roadmapped so many things which over the years will only strengthen my ties here. Trust, but strategically: Getting a khao san road tuk tuk driver as a nominee is very different from getting your neighbourhood village leader to partner on buying estate? Point is, theres many nuances and levers which drastically change the risk of owning foreign land. Everything in society is trust based, right from you ordering food on doordash, to cab hailing, this society is based on trust. Just make calculated bets and try not losing it all. Ok, so what if I lose it all??? Even if in 20Y, I lose this land, so the fuck what?! By then, I would get naturalization, or there would be a law that allows foreign directors to own land, a lot can change. Either way, Im 28YO, and I already have more money than I would ever need, I make cash from the airbnbs, cafe, gym, and Ill fully pay back in 4y, or sell out for a huge multiple. And, Im in tech and can make back what I invested in a year. So, everything is just a rounding error, whjy the need to be so averse to thinking radically? Also, I have a ton of fun doing what I do, Im widely accepted in this community, I made jobs, and work with my partners to make our community better. I dont need a piece of paper to make me sleep well at night.
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Jean
Jean@JohnStrongHodl·
@dherealmark @levelsio @sungamma then why dont you own at least 51% of that LLC? Why not all of it? And why not directly instead of LLC even?
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Mark Quadros
Mark Quadros@dherealmark·
So, today I took some shots with my drone, and tried the supershot mode. I guess it uses AI, to move autonomously around, but it doesnt work so well when theres many trees around, which my farm has... So, four seconds into the shot, it flies right into this Longan tree, and ofc I had to climb all the way to the top and get it done whilst holding it in one hand. This is hilarious as I just talked about humans not knowing to climb trees anymore. Im telling you man, the universe be always listening to me.
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Mark Quadros
Mark Quadros@dherealmark·
I cant remember who said this, but with my ideas, personally I stopped caring for "most people," I write for people stuck in the middle working to be outliers or an outlier. It might sound arrogant, but its a needed trait. Ive spend countless hours explaining to friends and family, over years, the same ideas, and going nowhere. So, now I have very little patience for people that dont want to do the unthinkable. BTW, Its not against the law for foreigners to own land. Its ownership via LLC, which is standard for most foreign countries.
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Jean
Jean@JohnStrongHodl·
I didn't, but afaik Pieter did. I read your other reply and sounds like you are semi-naturalized yet-to-be-a-citizen kind of situation? And it's not opinions, it's actual law for most (all?) foreigners so it's obvious to go with the general rule first unless proven you are exempt from it
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Mark Quadros
Mark Quadros@dherealmark·
For me, I had a fear of living off my savings, even though I could live multiple lifetimes. I think being Indian, we do have a chip on our shoulder that pushes us to not chill like europeans. But since 24, I just YOLO, and have spent a good chunk of my networth because I wanted to, no calculation, or picking the best time to sell/buy. It cost me a lot of money sure, but it brought me a lot of life, experience, which I dont regret one bit. People dont understand that money after a certain excess doesnt improve quality of life that much. Even @elonmusk wont take his trillions to the grave. So in the end, I think its about making just enough money, or as much as you need to never think of it again. Be a rich tree hugging hippie!
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@levelsio
@levelsio@levelsio·
This is nice Everyone uses not having money as an excuse why they're not living their dream life But then when they get the money they still don't!
David Bloomfield@davidbhappy

@dherealmark @levelsio @sungamma The goal is to find out what is actually holding you back… and realizing it was never the money.

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Mark Quadros
Mark Quadros@dherealmark·
@JohnStrongHodl @levelsio @sungamma It's hilarious to get opinions from peoe that have never actually lived in Asia/thailand Bkk is some of the best cities to live kn Danang is amazing beach town Chiang Dao where I live yoy can literally go 10 mins all sides find hotsprings waterfalls and very nice restaurants.
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Jean
Jean@JohnStrongHodl·
Don't know what are the land prices in Thailand, but if you think you "own" what you claim then you should check in with local laws. As far as I'm concerned foreigners can't directly own land and if you own it through native nominee/LLC then you're at their mercy. Not what I'd call real ownership. Back to what I'm about: 1 million USD is good start, but not really enough to buy a home and still have some money left to live off of. Sure, in Asia it might be different story, but still that limits your options. If YOU are happy with this then it's completely none of my business and then rooting for you.
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Mark Quadros
Mark Quadros@dherealmark·
That's not entirely true. You can own land with chanote via an LLC. My setup is me and my cofounder own 49% and 51% is split between three Thai. One is our managing director Who owns a school here and flies a helicopter for fun, ie a high trust individual. Someone I had to build a relationship for years before she would invest or do anything with us. Owning land via proxies is a strict no no and not sustainable this is what we call nominee. But in my case, I'm doubling Dow on my foundation and every year improve my lega Lein to the land 1. I have a cafe, guest house license and in process to get the tourism license. Via which I have a business Visa making me the marketing director of my company. 2. Nothing in my company moves without a signature from me or my foreign partner or Thai partner. So it's like a multi sig. 3. But this is a rare and difficult foundation, and for good reason: One, you can't vibe code relationships with an Llm you need to build them from scratch, build win win alliances and navigate relations in a foreign country. I have a knack for building relationships so this is right up my alley. Legal foundation: Its expensive and I've shelled almost 40k past year with my cofounder to build a base for our business. Gone through bad lawyer, bad staff, and expensive useless paperwork. But all that is at an ATL. And still my burn is 500/mo to maintain some of the legal stuff (social security etc). Sure, I could get a digital nomad visa like @robj3d3 just did. But that blocks you from becoming a legal director on your land for five years! And I'd be lying if I sad it wasn't a pita to get here, but that's the price I paid for security and strong foundation. Next steps: 1. Opening a cafe roastery to sell coffee on shopee. 2. Food delivery app for my region 3. Private equity in friends business I trust. 4. Private equity in my partners school. All through my LLC. That's why I'm back in the pixel world, so I can get liquidity to strengthen my foundation in Thailand. 😉🇹🇭
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