Jed Leidheiser

@MBGilroy @MarathonMP Awesome to see! Welcome.

.@MarathonMP Los Angeles is officially open for business. Similar to NYC, we have lots of free open space & offices for inception stage founders working on their next business. We started this in NYC when we launched the firm and it has led to us investing twice, including an incubation. No hooks or expectations for us to invest, just great space to be around high-energy / passionate folks across our ecosystem. Investors and late-stage operators who are passing through town, our door is always open for you too! TMC @gokulr @AlexGorgoni @ChaseAPackard

@BennettSiegel @ColeRotman Lux for Together’s Seed? together.ai/blog/seed-fund…

Inspired by @ColeRotman, we looked at the seed rounds of all the AI Unicorns founded post transformer. Interestingly, none have come out of YC, and no one except a16z has led or co-led more than 2 seeds. ~20% of the founders pivoted to their current businesses.

@rburhum @matteocollina Wow that’s a throwback. My story too. I always considered my first programming languages BASIC, Pascal, and scripting BBS game Telearena… but LOGO was first.

@matteocollina First programming experience for me was when I was super young (~7yr?) and I played with LOGO 🐢 Loved that I could make the turtle draw lines relatively easily. turtleacademy.com

My daughter has asked me to learn programming. She is almost 4 and she can't read yet. What's the next best thing I can do? Some game?

@trengriffin The Shoe Dog. Up big after hours.

What business is this?

@CurlyRaverCami @IkonPass Will they let you transfer? DM me.

Last Thursday I slipped on an ice patch in my driveway at home and broke the two bones in my lower leg. Turns out that @IkonPass will no longer refund you or defer your pass if you don’t buy their medical insurance. Even if (like me) you haven’t used it at all yet. #greedy

@clown_cap @BucknSF Open source software

OpenAI bear cases (beyond current economics): -distribution (GOOG, FB, AAPL much better positioned to commercialize consumer AI; AMZN better positioned for enterprise than MSFT) -churn out the top for best enterprise AI cos (more scale = move to OSS to increase GM%/LT control)

@ekmokaya At the Coca-Cola museum in Atlanta, you can taste samples of many of the different Coke variations throughout the world - quite diverse and mostly enjoyable.

A friend in Sweden wants me to take a bottle of Fanta orange to him from Kenya to Sweden since he misses it. 😅 Curious question: Do Fanta and Coca-Cola tastes differ that much by country? I can't tell the differences.

@shomikghosh21 Yes! The BofA team puts on a great event.

Anyone I know going to be at BofA Technology Innovation Summit on Oct 26th? Trying to see who I can hang with if I can make it!

@betavalue @jaminball NRR for LTM in $ terms

@jaminball DBNR?

UiPath quarter: - $242M rev (+24% YoY) vs $230M consensus (5% beat) - $244M next Q guidance vs $269M consensus (9% miss) - Reduced '23 FY rev guide by 8% and ARR guide by 5% - $1.043B ARR (+44% YoY) - 132% DBNR - 42 months GM adj. CAC payback - 82% GM - (13%) FCF Margin $PATH

In Vegas tonight? Hear from unicorn CEOs/founders @davemerkel @stuartmcclure @JayKaplan on lessons learned when building an impactful business and having fun along the way.

The @UVA computer science program = #1 performing applicants on @CodeSignalCom's proficiency test protocol.com/workplace/best…

@bhadrasandeep @AmirKabir99 @farooq_abbasi Welcome to LA! Let’s do it.

@AmirKabir99 @farooq_abbasi @jedlive

In LA for some time to see some old friends and already made some great new friends. Let me know who else I should meet! #fintech #insurtech #insurance #financialservices

Thrilled to announce our investment in @ImmutaData, which helps fulfill the promise of #DataOps - access to any data, on any cloud or infrastructure, simply and at scale. Welcome to the @MarchCPs family! marchcp.com/immuta-democra…

@edsim @Boldstartvc Fantastic news for NYC tech and for enterprise founders. Congrats Ed, @etdurbin, @shomikghosh21!

1/ We started @boldstartvc in 2010 w/ $1m. Today, we are 🔥 up to announce boldstart v + opportunities ii, $230m to continue backing Developer First + SaaS founders from Day 1 to Scale. Same mission, just more gray hair, wisdom, 💪🏼 helping founders from idea to 🚀

Excited that Tim Stone will be joining us to be ASAPP CFO & COO. He’s joining our mission to build products that make people radically more productive and jobs more sustainable, starting with the $400 billion #CX industry. wsj.com/articles/ford-… #ArtificialIntelligence #CX

11 of Forbes top 20 cloud companies offer single-tenant or on-prem versions. Good analysis by @GrantM

@johnolilly Tele-Arena and then LORD here on the BBS side.

I grew up here

@ksimm @rabois @pt @gregbettinelli @jmj Where to?

@rabois @pt @gregbettinelli @jmj My movers are here today.

I've never had more people text me to say they're leaving the Bay Area than today.

The leader in Industrial AI continues to attract top-tier talent and customers. Welcome Jim and Ron!

"At AppDynamics, I outlawed the term PoC. It's Proof of Value. Each time a rep said PoC, they'd be fined $20" -Joe Sexton