Eric Johnston retweetledi
A statement from Anthropic CEO, Dario Amodei, on our discussions with the Department of War.
anthropic.com/news/statement…
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Eric Johnston
166 posts
Eric Johnston
@ericmjohnston1
California Pool Partners
Portland, OR Katılım Ocak 2016
1.5K Takip Edilen246 Takipçiler
Eric Johnston retweetledi
Eric Johnston retweetledi
You only have 9 years to start an AI-native investment bank before all the big ones let their analysts use this.
Claude@claudeai
Claude in Excel is now available on Pro plans. Claude now accepts multiple files via drag and drop, avoids overwriting your existing cells, and handles longer sessions with auto compaction. Get started: claude.com/claude-in-excel
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@immad @mercury @immad @mercury -- one of our accounts has been materially overstated for +2 months due to a failed transfer. I've provided clear guidance to support to fix it but nothing has been done. This is causing operational issues and I would like to some support to resolve this asap.
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Eric Johnston retweetledi
Eric Johnston retweetledi
IT’S TIME TO READ
a16z@a16z
ICYMI: Packy McCormick's 16,000 word deep dive on a16z notboring.co/p/a16z-the-pow… “a16z is a Firm. It is a business, a company. It is built with the goal to scale, and to improve with scale. There are many characteristics of a Firm that I believe do not apply to a traditional Fund, and we will cover them. I think this distinction solves one of the oddest things about venture capital’s self-image: that venture capital is an industry that sells the world’s most scalable product (money) to its most scalable companies (technology startups) but must not, itself, scale. This distinction - Firm > Fund - comes from a16z GP David Haber, the most East Coast Finance of the bunch and a self-described student of investment firms as businesses. ‘The objective function of a fund is to generate the most carry with the fewest people, in the shortest amount of time possible,’ he explains. ‘A Firm is about delivering exceptional returns, and building sources of compounding competitive advantage. How do we get stronger with scale, not weaker?’” More from David on Firm > Fund in today's Idea of the Week: a16z.news/p/firm-fund @dhaber Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see a16z.com/disclosures/ for more information. A list of investments made by a16z is available at a16z.com/portfolio.
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Eric Johnston retweetledi
Canadian schools are massively underrated — yet they’ve produced some of tech’s biggest founders 🇨🇦. To your point, @chamath, I should add @rxin, cofounder of @databricks via @UofT to my list. cc @MapleVCFund
Chamath Palihapitiya@chamath
Toronto’s technical talent is consistently underrated. This is why we continue to bet on it and want to grow the ecosystem of builders there. If you’re in Toronto in January (or nearby), please come!
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Imagine burning $47m against $7m in revenue and then building a financial plan that gets you to break even in 18 months. Wild if true.
Jason Mikula@mikulaja
🚨SCOOP: Pipe, valued at $2 billion in 2021, earned just $7.1 million in revenue last year, while burning nearly $47 million in cash, newly leaked board docs show
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Eric Johnston retweetledi
Many home service owners obsess over technicians, and they should. Ops matter.
But too often the brand gets ignored. And that’s the ceiling.
You can run a tight operation and still feel stuck competing on price if customers don’t recognize or trust your name. A strong brand is what turns you from “a contractor” into the obvious choice.
Brand isn’t just a logo. It’s the expectation people have before they call:
- how your phones are answered
- how techs show up and communicate
- reviews and reputation
- trucks, uniforms, website, ads
- the consistency of the whole experience
Operations get you in the game.
Brand is what creates lasting advantage.
Quick gut check:
If someone sees your truck, do they instantly know what you stand for?
If not, you’re leaving differentiation, and profit, on the table.
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Quanta is building the system finance teams have been waiting for. A ledger that stays accurate, explains every number, and keeps up with how companies actually run.
Can't wait to see what the @UseQuanta Team builds in 2026.
Quanta@UseQuanta
Today we announced our $15M Series A, led by @Accel, and launched Prism — agentic reporting that can explain your finances. Prism gives you answers you can follow: what changed, why it changed, and the transactions behind it. It’s reporting that shows its reasoning. usequanta.com/prism
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Love what this team is doing. Very cool strategy.
Federico Simionato@fedesimio
We've officially agreed to acquire Eventbrite for $500M! 😍 … and you thought we were done for the year!
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Eric Johnston retweetledi
So Nick Foles for Eagles offensive coordinator anyone?
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Eric Johnston retweetledi
KKR Data Center Investment Guide
One of the best papers on AI infrastructure investing
KKR explains where the next 20 years of compounding will come from.
The KKR playbook⬇️
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Eric Johnston retweetledi
This is obviously the answer.
Eagle Times@_EagleTimes
Doug Pederson says he would consider coming back to the Eagles in offensive role if asked 👀
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Eric Johnston retweetledi
Small-but-happy win:
If you tell ChatGPT not to use em-dashes in your custom instructions, it finally does what it's supposed to do!
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Eric Johnston retweetledi
Sam Altman says Slack has many positives, but it creates endless fake work
We need an AI-native productivity suite to replace docs, slides, email, and Slack
Not add-on features, but trusted agents that handle work and only escalate when needed
This finally feels within reach
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Eric Johnston retweetledi
I’ve always had a steady stream of inbounds of ETA / business buying from current finance W2s the last 3 years, but it seems like in the last 3-6 months I’m getting more inbounds from those in their early to mid 20s looking to make the pivot.
To do ETA you need capital and experience. I had capital but no experience except 2 decades of being in the pain locker which set me okay to deal w the brutal transition to biz ownership.
When you are 24-25, you likely don’t have capital or experience. Trying to do ETA 0/2 is tough. I’m recommending these individuals to pivot into industries they are interested in to get relevant experience. I believe experience is more important than capital as if one is able to source a good deal, finding investors is not that hard.
I have a decent network of current ex finance searchers with anywhere from $500k to mid 7 figures of liquidity that are willing to burn through years of liquidity as they do full time search. The level of competition for deals seem incredibly high right now.
I’d be be curious if the SMBtwit community would recommend any other advice for those a few years into their career thinking about ETA.
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@SMB_Attorney @DinoSawaya @MainStSummit @BrentBeshore @KHendersonCo @baldridgecpa Would be interested in seeing the presentation as well.
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Tomorrow at @MainStSummit (cc: @BrentBeshore), @KHendersonCo, @baldridgecpa, and I will speak on holding company structuring.
A few years ago, the term "HoldCo" got hijacked by overly ambitious acquisition bros who conflated it with buying multiple businesses, often before even buying their first.
Here's the thing though:
Holding company structuring is a fairly elementary and core component of business building.
Why?
1. Tax Efficiencies: Optimize/reduce tax.
2. Liability Mitigation: Protect/limit liabilities across different entities.
3. Financing Advantages: Better access to financing opportunities.
4. Shared Services: Economies of scale and scope.
Join us tomorrow for more!
In the meantime, enjoy my back-of-the-napkin holding company structuring notes from a recent lunch.
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Eric Johnston retweetledi
Eric Johnston retweetledi
#Eagles GM Howie Roseman on his reported interest in trading for Micah Parsons and Myles Garrett:
“When there’s opportunities to be aggressive for the right players, we’re not going to sit on our hands. You don’t have great success without taking great risks. … We can’t be afraid to fail. I think a lot of times for you to get to the top you have to be willing to take chances that may look controversial at times. …. I won’t live with regret.”
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