Elizabeth Knopf

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Elizabeth Knopf

Elizabeth Knopf

@leveragedupside

Building AI Tools for SMBs | Investor| 6 SaaS exits via +$40M invested | 🇺🇸🇮🇱✡️ Prev: Axon, Rocket Internet, SecondMarket, OpenView VP,O(n^2) startups

Scottsdale, AZ Katılım Ocak 2009
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Elizabeth Knopf
Elizabeth Knopf@leveragedupside·
With some new followers, I want to re-intro myself... Current: Buying SMBs + Help SMBs be "Exit Ready" Here to share: +15 yrs in the trenches of investing/operating tech companies... -Invested >$40M in SaaS with 6 exits (1 IPO) -Scaled a 9-fig Tech Co to >$1Bn in ARR -Launched Ecomm Marketplace in LatAm to 7fig in 9mo -Many Tech Startup WINS and FAILS -Scaled a sales engine to sell billions to the gov't -Built B2B Ecomm channel to 8-fig in 2yrs If you follow, you'll get a 'lil tech (startups to public co) a 'lil finance (VC, secondaries, M&A) a 'lill ops (scaling tech co's) mixed with a cocktail party... Sample of my good-trouble stories: -Hitchhiking got me a Silicon Valley Fintech job -Bribing an int'l officer to close a 6-fig deal -My experience of Brian Chesky as my AirBnb host -How I drove the CEO of Oculus VR thru a funeral procession in a graveyard accidentally -Mistakes not investing in companies now worth >$3Bn -How it feels to be shot by a TASER ("exposure") -Wrote the longest post on Quora but it got deranked for its length :( If you meet me or talk to me, I'm a ball of positive energy and always try to create value or connect people. I come from abundance... So...I know we just met, BUT I have an ASK... Tell me your problems...so I can share value to help publicly
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Elizabeth Knopf retweetledi
mark pincus
mark pincus@markpinc·
I'm excited to share that my book, Life at the Speed of Play, will be out in June. I've spent the last 5 years writing so I can share my lessons and stories around building products and scaling companies.
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GREG ISENBERG
GREG ISENBERG@gregisenberg·
i did some research why anthropic won't release their best AI model ever Claude Mythos to everyone just yet tldr; it's too good at hacking it escaped sandboxes, found zero-days in every major OS, and posted exploit logs on random public websites just because it could FYI only a few vetted partners have access as to Claude Mythos of now a lot more to unpack here probably over the next 90 days will keep you posted crazy times
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Elizabeth Knopf
Elizabeth Knopf@leveragedupside·
@noahkagan Also… any AI skills folks learned in the last 18mo are somewhat obsolete . So playing field continues to re-level. 🤣
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Noah Kagan
Noah Kagan@noahkagan·
If you’re worried about missing out on AI just remember that AOL lasted 30 years. You’re gonna be fine.
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Elizabeth Knopf
Elizabeth Knopf@leveragedupside·
Totally agree. Short term: software is over indexed to be “dead”. Long term: trust matters(eg security, reliability, outcomes) and there WILL be “software winners” Companies won’t vibe code their own internal tools… unless “it doesn’t exist”, “special workflow”, “massive total cost ownership” Pricing models may change as well. What are you seeing on ai adoption in enterprise these days?
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Maurizio
Maurizio@themgmtconsult·
@leveragedupside You must be a total crackhead if you think you can vibe-code ServiceNow!!!
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Elizabeth Knopf
Elizabeth Knopf@leveragedupside·
Until AI companies start building their own systems, software is still in play. Ex: Anthropic using Qualtrics, Skilljar, and ServiceNow. ServiceNow: they were hiring for a domain expert a few months ago. Qualtrics: I just got this survey Skilljar: they do course flow using Skilljar They are focused on their product. That's their competitive advanatage. All else, use what already works. This makes sense. Otherwise, they'll be stuck in this race to fixing internal, custom software vs. letting someone else focus on non-essential or non-core tools. Consider this for all companies.
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Elizabeth Knopf
Elizabeth Knopf@leveragedupside·
PSA
Andrej Karpathy@karpathy

Software horror: litellm PyPI supply chain attack. Simple `pip install litellm` was enough to exfiltrate SSH keys, AWS/GCP/Azure creds, Kubernetes configs, git credentials, env vars (all your API keys), shell history, crypto wallets, SSL private keys, CI/CD secrets, database passwords. LiteLLM itself has 97 million downloads per month which is already terrible, but much worse, the contagion spreads to any project that depends on litellm. For example, if you did `pip install dspy` (which depended on litellm>=1.64.0), you'd also be pwnd. Same for any other large project that depended on litellm. Afaict the poisoned version was up for only less than ~1 hour. The attack had a bug which led to its discovery - Callum McMahon was using an MCP plugin inside Cursor that pulled in litellm as a transitive dependency. When litellm 1.82.8 installed, their machine ran out of RAM and crashed. So if the attacker didn't vibe code this attack it could have been undetected for many days or weeks. Supply chain attacks like this are basically the scariest thing imaginable in modern software. Every time you install any depedency you could be pulling in a poisoned package anywhere deep inside its entire depedency tree. This is especially risky with large projects that might have lots and lots of dependencies. The credentials that do get stolen in each attack can then be used to take over more accounts and compromise more packages. Classical software engineering would have you believe that dependencies are good (we're building pyramids from bricks), but imo this has to be re-evaluated, and it's why I've been so growingly averse to them, preferring to use LLMs to "yoink" functionality when it's simple enough and possible.

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The Meme Gemach
The Meme Gemach@thememegemach·
Jewish mothers when their fresh-from-seminary daughters wake up at noon during the pesach-prep mania
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Ryan Leachman
Ryan Leachman@RG_Leachman·
“Kids I have good news. Daddy is out of Claude tokens until 3PM. He has time to play with you now.”
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NIK
NIK@ns123abc·
🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA >SMCI co-founder Yih-Shyan "Wally" Liaw arrested today >personally holds $464 MILLION in SMCI stock >charged with smuggling BILLIONS in Nvidia servers to china >used a southeast asian shell company to funnel $2.5B in servers to chinese buyers >$510 million worth shipped in just THREE WEEKS in spring 2025 >built thousands of fake dummy servers to fool U.S compliance auditors >caught on surveillance camera using a HAIR DRYER to swap serial number stickers >coordinated the whole thing over encrypted group chats >SMCI down 12% after hours >faces up to 30 years in federal prison ITS SO OVER…
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National Security Division, U.S. Dept of Justice@DOJNatSec

Three Charged with Conspiring to Unlawfully Divert Cutting Edge U.S. Artificial Intelligence Technology to China “The indictment unsealed today details alleged efforts to evade U.S. export laws through false documents, staged dummy servers to mislead inspectors, and convoluted transshipment schemes, in order to obfuscate the true destination of restricted AI technology—China,” said John A. Eisenberg, Assistant Attorney General for National Security. “These chips are the product of American ingenuity, and NSD will continue to enforce our export-control laws to protect that advantage.” 🔗: justice.gov/opa/pr/three-c…

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Elizabeth Knopf
Elizabeth Knopf@leveragedupside·
@TimurNegru Beautiful unless there’s a commie takeover and then asset seizure risk. While I want something in Tuscany, I don’t trust Europe rn.
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Tim
Tim@TimurNegru·
69 acres of private Tuscany for €690k ($797k). The land includes an olive grove, a fruit orchard, a cork oak grove and 20 hectares of woodland. A natural spring produces 3,000 litres of water a day, solar panels cover the electricity and yes, it does have wifi. It's also been renovated, 370m² (3,983 sq ft) across 3 floors, 3 beds, 3 baths, with a pool and a sauna. 50 km to Volterra. Off-grid, self-sufficient, sauna, pool..what's missing here?
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Elizabeth Knopf
Elizabeth Knopf@leveragedupside·
google continues to own the browser... they've been adding AI to their existing distribution hard to switch to any of the "ai" browsers permanently (from chrome pdf reader)
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