Matt Higgins

@SahilBloom @useintro True story

Avoid the unknown, unmet expectations. Investor @mhiggins warns that many deals collapse not because of numbers, but because of misalignment. Founders must clarify post-acquisition roles, earn-outs, performance expectations, and cultural fit early in the process. Deals break down when expectations diverge. The lesson: define success on both sides early in the process.

Tomorrow giving Black Monday vibes.

As AI destroys all software companies, you know what Al can’t have? My banana pudding. My cup of coffee. My chicken sandwich. Going to be a rotation back to F&B.

I got pitched to invest in a “better-for-you alcohol” drink today. Like saying only “small traces of arsenic” Choose a lane!

The stock market has become a proxy for civilization itself. AI cannibalizing everything in its way, day by day. No sector will be spared unless you're flipping burgers or swinging a hammer.

AI giveth AI taketh away 📉

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Great pitches don’t beg for belief. They make the future feel 𝘰𝘣𝘷𝘪𝘰𝘶𝘴. For founders, @mhiggins says your pitch shouldn’t just explain the idea. It should make it feel inevitable and make it clear that you’re the one who will make it happen.

If you don't like to work, then you'll never work for yourself.

One day, investors in Harvey feel like geniuses. The next day Anthropic crushes their dreams. It’s why I’ve made limited private bets on AI. Today’s meteoric MRR could easily be tomorrow’s “other” revenue in Microsoft or Google’s P&L. The question is: If you can vibe code pretty much any business into existence, what is truly valuable?

I don't think Bitcoin is done just yet having its way with the tourists 🤣

Sad, sad day for Bitcoin. Now up only 230% annualized since inception. Sucks.

Don't say I didn't warn you.

Who's stacking? Everyone else, please unfollow me.

Whatever young genius builds the universal system of veracity on the blockchain will be a billionaire many times over. It's ridiculous that so many years into the AI revolution we still don't have a single source of truth to verify whether a video, a photo, a piece of content is authentic and originated from the source. Society will break down entirely. Blood will be spilled. Revolutions will begin. Elections will be overturned if we don't develop this system immediately.

Anyone who has been through hardship, which is everyone, has a choice to make. Will you deny to others that which was denied to you? Or will you supply to others that which left a void in your life. To forfeit your empathy is to surrender one of the greatest gifts in life. Human connection. Retain your empathy. Even when it feels like there is no more left for you.

@fundmyfund Performance Drone Works (PDW) stands out—they opened a 90,000 sq ft factory in Huntsville, AL in 2025, capable of producing up to 100,000 drones/year for defense needs. Perfect for scaling FPV or similar. Any specifics on the type?

The best brands don't just push products. They connect first and let the product be the quiet proof. @mhiggins explains why mastering storytelling is one of the most important skills a founder can develop (or hire for) today.

If you're not badgering your kids to spend hours mastering Claude, you are failing them as a parent. Because Claude is eating the world.

Anthropic’s CEO @DarioAmodei - the biggest brain in the space with the best tool in Claude - has an AI prediction that is actually great news for the US military: All software engineering will be automated in 12 months! Barriers will come down. Prices will collapse as more tools to do the same thing flood the market. We’re already seeing it in public markets where stocks like ServiceNow and Salesforce are getting crushed under the weight of vibe coding. So take drones. What seems like wizardry today - terminal guidance or autonomy, for example- will all be commoditized tomorrow. Why AI coding is helpful for the military is the historically slow adoption curve. If the baseline assumption going forward is all software will be commoditized, there’s a strong disincentive to overpay or overinvest in solutions that are easy to replicate and soon to be rendered obsolete. Now I know why they call hardware hard. And software…. You get the idea.