Lenny Moses
10.3K posts
Lenny Moses
@lennymoses
Founder/CEO @fatsecret. Indefatigable.
Melbourne Katılım Mart 2009
284 Takip Edilen1.3K Takipçiler
Tomorrow's Ronde is one of the races of the millenium in terms of Monument winners at the start: Pogacar (11), van der Poel (8), Evenepoel (2), van Baarle, van Aert, Stuyven, Mohoric, Bettiol, Asgreen. It will be the first time Pogi, Mathieu and Remco meet in a Classic.🤩
#RVV26
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“what does your company understand that is genuinely hard to understand, and is that understanding getting deeper every day?” sequoiacap.com/article/from-h…
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TBPN has been acquired by OpenAI!
The show is staying the same and we’ll continue to go live at 11am pacific every weekday.
This is a full circle moment for me as I’ve worked with @sama for well over a decade. He funded my first company in 2013. Then helped us fix a serious logjam during a critical funding round a few years later. When I took my second company through YC, he was president at the time, and then when I joined Founders Fund, the first deal I saw in motion was the post-ChatGPT round in late 2022. And as we started growing TBPN last year, he was the very first lab lead to join the show.
Thank you to everyone that has been a part of TBPN until now. The last year has been the most fun and rewarding part of my career and we’re excited to have more resources than ever going forward.
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Major cheat code for life: Increase your recovery speed.
You will get rejected. You will lose money. You will embarrass yourself. The goal isn't to avoid the fall. It's to shorten the time between the fall and the reset.
The ultimate life hack is the ability to quickly reset and recover.
From a poor decision. From a bad interaction. From a missed workout. From a bad day. You can start over whenever you want. You can't always control what happened, but you can control how long you carry it.
Fast recovery compounds.
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Shabbat Shalom friends,
I recorded a very special (and very personal!) @BigShotPodcast episode with my grandparents. My Bubby and Zadie, who are in their 90s.
I’m not sharing the full episode. I really made it for my family, especially my children.
But I wanted to share a few moments from our conversation.
They’re not famous entrepreneurs. But everything I know about hard work, love, relationships, and living a life of purpose, I learned from them.
They are my role models for life.
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I'm a 62-year-old orthopedic surgeon, trail runner, and cyclist. I've also spent 30+ years watching people give up on their bodies too soon. And watching too many lives narrow.
Athletic performance doesn't have to decline sharply in midlife. Most of what drives that decline is addressable. We yield too much to age. Yes, aging brings changes. Lack of training brings far worse changes.
A few things worth knowing — The Midlife Athlete Playbook 🧵
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Found you a photo where the crack on Pogačar’s bike is visible.
If you don’t know the story, I wrote about it yesterday that Tadej Pogačar rode the finale of Milano Sanremo on a damaged bike.
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@patrick_oshag Quality interview; you could feel the competitive streak
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Lead Edge has built one of the most unique LP bases in venture, with over 800 founders and executives who are actively engaged across the entire investment lifecycle. They represent 95% of the firm's total capital.
"All of these people invest in funds and never get asked for help.
The reason we did it is because the returns in tech flow to the top 10% of funds.
When I was starting Lead Edge, I asked "why is anybody going to take my money?"
Had I been the global head of HR at P&G and my partner had been the global head of HR at Microsoft, when I called Workday 80 times at Bessemer, Dave Duffield would've engaged with me because he would've known that I could've introduced him to those companies.
In a world that's super crowded and undifferentiated, and I think it's exponentially the case more today even than what it was 15 years ago, it differentiates us and we do what we say we're going to do."
Patrick OShaughnessy@patrick_oshag
Mitchell Green is the co-founder and managing partner of Lead Edge Capital, a $9B growth equity firm he founded in 2011. For 15 years, he and his partners have built one of the most disciplined investment machines in the business, designed to deliver consistent returns by hitting doubles and triples rather than chasing power law outcomes. He obsesses over avoiding zeros and is constantly underwriting investments to know exactly when to sell. He has built a unique culture at Lead Edge, sending handwritten thank you notes to nearly everyone he meets and sitting down one on one with every person at the firm once a year. He is, by his own admission, one of the most persistent and competitive people you will meet. After the episode, he told me he believes the most important thing in life is to be memorable. You will find, listening to this conversation, that he very much is. We discuss: - Why it’s the best time to buy public software companies - Lessons from 10,000 cold calls - His unique LP base - Why consistency of returns matters more than home runs - The art of knowing when to sell - How culture is built from the top + the importance of follow-through - What skiing taught him about risk and competition Enjoy! Timestamps: 0:00 Intro 1:00 The Hierarchy of BS 2:20 Lessons From 10,000 Cold Calls 9:05 Base Hits vs. Grand Slams 15:24 The 8 Buying Criteria 17:24 Pricing and the AI Exit Multiple Trap 19:24 Software as a Game of Distribution 23:20 Creative Deal Structuring 26:27 The Framework for Focus 29:01 The Art of the Investigative Cold Call 34:24 Culture of Hustle 35:34 The Annual One-on-One Process 37:59 Playing to Strengths 39:43 The Mount Rushmore of Investment Machines 42:05 Fears and Excitement Around AI 48:54 Ski Racing 52:29 Advice for Starting a Firm 54:35 The Kindest Thing
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My takeaways from the epic Milano Sanremo day 🤯
1. I don’t think people understand what Tadej did yesterday.
I saw people saying comments that of course Pogi has won, he is the strongest etc. But what Tadej did yesterday was, for me, one of his biggest performances of his career, if not the biggest.
He crashed at a really high speed and was losing in the peloton going full speed for more than 30 seconds. Even the Hungarian commentators said Pogi might be an alien, but this is too much for him to win from this situation.
And he got back. He was overtaking the peloton on Cipressa like they were juniors and got to the front with McNulty. And attacked and attacked and broke the Cipressa record. INTO THE HEADWIND.
Then dropped MVDP on his best terrain, on 4% short climb, again attacked like 3 times, started then dropping the best descender in the Poggio descent, and beat him in the sprint. Wounded, bruised he still did it. Absolutely insane.
📷: mr. pinko
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SHAKING, CRYING… I CAN’T BELIEVEEEEE ITTTTTT 😭😭😭😭
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The last 40km of #MilanoSanRemo is as good as cycling gets.
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To stay aligned with its stated mission to “democratize finance for all,” Robinhood has to persuade both itself and its users that sports betting isn't actually gambling, but trading. This conflation of investing, trading, and gambling is anything but democratizing finance.
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Chalmers warns Australia will not hit productivity goals for five years, also changes view on net migration theaustralian.com.au/nation/politic… via @australian
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Three Blues have commenced full training, as five players close in on returns after the bye ⤵️
carltonfc.com.au/news/1973835/
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This is not receiving enough attention:
Qatar is the world's 2nd-largest helium producer, supplying ~33% of global output, at 63 million cubic meters in 2025.
When Qatar's Ras Laffan facility, the world's largest LNG export plant, shut down due to the Iran war, helium supply was cut, as helium is extracted as a byproduct of natural gas processing.
As a result, the market is now losing ~5.2 million cubic meters of helium per month, with almost no spare capacity globally, as helium evaporates during storage and must reach end users within ~45 days.
The disruption has already DOUBLED helium prices since the Iran war began.
If disruptions last 60 to 90 days, prices could surge another +25% to +50%, potentially exceeding $2,000 per thousand cubic feet, over 4 times early 2026 levels.
The Iran war is disrupting far more than oil and gas.
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@paulg Gmail not moving to next item in inbox when untagging worse
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Life in Chrome: I try to drag a tab somewhere, and if I let go of it at the wrong time, it disappears! Where has it gone? It's now part of a split screen with some other tab. Eventually I find and separate them and try again. I've never seen a feature that felt more like a bug.
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