David Rau

@shackxyz @Reddit And the link to the Reddit community?

shack.xyz on @Reddit

@juliusilg @GerberKawasaki 💣

@GerberKawasaki eBay‘s unit economics are unsustainable long term. they have a product & marketing problem. luckily they faced minimal competition as investors shunned funding the horizontal C2C marketplace cold start problem and founders gave up trying. x.com/juliusilg/stat…

eBay is actually doing a lot to improve their business. They have no reason to do a deal with a junk company run by this silly guy. $ebay $gme

beautiful, ty! deal entering the haystack: $ 8bn val. was just announced by EU fashion C2C Vinted (pre-mobile and pre-AI tech stack). we're mobile & AI native one app to sell anything: $0.5m @ 4m pre to hit 42k mau milestone together (3x) on our long-term mission to unlock a pure global C2C network Shack: @shackxyz we're horizontal and live in the US, Germany, Switzerland & Austria removing trade borders, waste and connecting strangers through direct trade. 320k GMV & 200k revenue (through in-app purchases and token sales) > CAC dropped from $100 to $2 YoY > global remote team of four domain expert (each 10y+ in their field) 8-12 months runway 3 awesome angel investors backed us with 300k total (last check ($50k) last week) clean cap table: ~95% founding team horizontal C2C is as non-consensus as it gets in the deep tech/B2B/fintech/vertical meta. users want one app to sell what they don't need, not 10+ apps (for each category). bright side of non-conesensus: very little startup competition. one of the few is tradepost, which raised $4.6m and is C to B to B to C, only in the US and currently in the ticket category. „global horizontal C2C network effects as quite a moat in a post-AI world“ would be aweseome to chat via DM and build a global home for C2C: Shack cheers from switzerland julius 8bn vinted: ft.com/content/841096… Website: shack.xyz App #information" target="_blank" rel="nofollow noopener">apps.apple.com/ch/app/shack-y… Company Shack AG (Swiss C Corp) zefix.ch/de/search/enti… Julius LinkedIn: linkedin.com/in/julius-ilg-… @PrecursorVC @HustleFundVC @BoostVC @outlandervc @actionscapital @redbudvc @2048vc @GoAhead @rightsidecap @ldvcapital @ChargeVC

@ColinGardiner @shackxyz is

Who's building the next big marketplace? I want to hear what you're building.

@juliusilg Good question,… 💥

wondering what consumer/marketplace funds will tell their LPs, when asked how they‘re allocated to C2C/P2P startups given the success of Vinted and LLM friction/cost reduction of all the involved manual workflows within C2C. especially horizontally with global ambitions. deal flow seems inexistent and allocation absent. stretch arguments: > tradepost (that only does tickets) > horizontal gets unbundled into categories (would imply recreational sellers prefer 10 apps for selling compared to one) main reasons > career risk: backing (horizontal) C2C early is the definition of insanity > fund construction: slow, messy liquidity curves make modeling a nightmare > cold-start fear: paid acquisition/retention looks ugly early > pattern matching: last epic consumer marketplaces wave too long ago to be remembered Vinted rewarded the ones who did it anyway and they‘re 90% one category: clothing. sensing exiting times ahead 🍸

It still feels like Magic how these two side boosters fall back to earth and land so precisely! The wizards of @SpaceX x.com/i/broadcasts/1… so inspiring every time

@YachtsOnTheReg7 @wallstengine Nothing, I don’t know why I directly related fuel cell with green hydrogen, which would have been surprising

@drauflux @wallstengine So? SE New Mexico is part of the Permian Basin which has a huge supply of nat gas.

Oracle said it will now power its Project Jupiter campus in New Mexico with up to 2.45 GW of Bloom Energy $BE fuel cells instead of gas turbines and diesel generators. The switch cuts NOx emissions by about 92% and keeps the AI data center on a single microgrid campus.

Want to be funded by YC? Well, how about simply delivering what they are literally asking for?

@LatamData Chile still gets mostly all from the US

🇨🇦 🔑 How did Canada, not Saudi Arabia or Russia, become the country that pushed Latin America out of the US oil market? ⤵︎

This chart helps explain why the German economy is falling apart. Instead of starting small businesses, Germans prefer to "work" for the government. A nation cannot stay prosperous with such a mindset. Only entrepreneurialism and free markets create prosperity, not the state.

@shackxyz Pre seed here we come

3rd (🇨🇭) angel investor backed Shack AG with $50k, bringing total angel funding to ~$300k.

In black and white, Grid infrastructure and its associated upstream supply chains, including transformers, transmission lines and conductors, substations, high-voltage circuit breakers, power control electronics, protective relay systems, capacitor banks, electrical core steel, and related raw materials and manufacturing tools, are industrial resources, materials, or critical technology items ... ARE ESSENTIAL TO NATIONAL SECURITY - whitehouse.gov/presidential-a…

@juliusilg Let’s do it

Let‘s chat

A humanoid robot will cost us $30K and works 24/7 for $0.40/hour. A solar panel generates electricity for 3 cents/kWh. What exactly is the argument that we CAN'T create abundance?

@danielcberk @Spotify Not only Spotify 😅

Spotify needs to release a “kids” setting so I can play all the songs my kids listen to without it affecting my own Discovery algorithm. Insane that I can’t do this already. My Discover Weekly is just nursery songs and Moana. @Spotify please fix this.

Hey @Tesla, I’m driving the most advanced self-driving vehicle on the planet, but its navigation AI is still binary: morning means work, evening means home. Google Maps figured out my actual calendar in a week. Ship the update please @elonmusk and @silviobrugada

@juliusilg 🥷🤯

Shack-prep ready

@uncledoomer 😂

guys im beginning to think theres a bubble

@ColinGardiner nooooooo

I have had coffee all over the world and you can’t beat this. Add some Coffeemate and nothing comes close.