
pat dwyer // @newedgewealth // mfo
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pat dwyer // @newedgewealth // mfo
@patrickjdwyer
https://t.co/d4KZovm06r
miami florida Katılım Eylül 2014
1.9K Takip Edilen1.3K Takipçiler
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Check out our video library…@NewEdgeWealthAlignedMiami" target="_blank" rel="nofollow noopener">youtube.com/@NewEdgeWealth…
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pat dwyer // @newedgewealth // mfo retweetledi
pat dwyer // @newedgewealth // mfo retweetledi


What Looks Like Resilience in Iran Is Its Collapse Plan parpanchi.substack.com/p/what-looks-l…
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pat dwyer // @newedgewealth // mfo retweetledi

Heard from LPs this week:
The past 9 months have felt like groundhog’s day - a very small set of deals dominating all LP convos. The fever pitch to access rounds of OpenAI and Anthropic by LPs (and even GPs calling us) at times - has reached levels I’ve never seen in my career.
And for good reason. Our rough math suggests that the VC investors’ gross profit on 3 LLMs currently equates to ~70% of ALL VC profits from the previous decade. “This time it’s different” mostly applies to the concentration - never has a tech super cycle declared such a small number of massive winners in such a short amount of time.
The LP conversations are now shifting but we’re still on the same companies. LPs now preparing for IPOs and the LLM transition to public mkts - how to access at IPO, how the stocks will trade, liquidity dynamics, etc.
9 months from now will our convos still be focused on the same small group of companies??
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Andrew Yang says Democrats' proposed "wealth tax" (i.e. asset confiscation) is a "disaster," then praises alternative policies like Trump Accounts that incentivize the rich to give to the needy without government bureaucrats getting in the way
"Wealth taxes are a disaster, because wealth is portable."
"I joke with people. It's like, guys, you cannot think that rich people are rancid assholes but that they'll stick around if you decide to hike taxes. Those two things don't exist in conjunction."
"I loved what Michael Dell and Ray Dalio and his wife did with the Trump Accounts, where it's like, super wealthy people -- if you take the government out as a middleman -- will they give billions of dollars to poor kids? Apparently, yeah. They're more interested in that than giving it to the government, who they think is going to end up wasting a certain percent of it."
"It's like, 'If I can just give it straight to the kids and I know it's getting to the kids, I am down.' And that should be the vision, is you go around to people and be like, 'Look, I get it. You don't trust the government to do it right, to administer it. They're going to hire a bunch of people, bloat, all sorts of weirdness. Let's just get it straight to the poor kids.' And then you could go to Americans and be like, 'See, look, there's like a real effort.'"
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New York Proposal to Tax QSBS Gains jdsupra.com/legalnews/new-…
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@VinodSreeharsha @AndresViglucci @MatiasOcner @MiamiHerald Will not encourage more folks to build mid market hotels. Only luxury pencils on the beach.
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pat dwyer // @newedgewealth // mfo retweetledi
"South Beach hotel hyped by Pharrell Williams, David Grutman now facing foreclosure"
I helped out a bit the great @AndresViglucci, always a pleasure. Pics by @MatiasOcner For @MiamiHerald
miamiherald.com/news/local/com…
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@shaunmmaguire FSD 14 is insanely good. Tesla will destroy Detroit.
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Tesla FSD had its "Claude Code Moment" at the exact same time (roughly last Nov - Jan)
Somehow folks are sleeping on the former, while being aware of the latter
My wife and I bought two Teslas over the last quarter because of FSD
IT'S INSANE 🚀
(...Next up, the Grok Moment?)
Elon Musk@elonmusk
Try Tesla FSD (self-driving)!
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pat dwyer // @newedgewealth // mfo retweetledi

The Mullahs are finally figuring out Israel’s plan. Constant, unending regime decapitation until it surrenders or there’s no one left. It’s a strategy unprecedented in military history, because no military ever had the power to do it before.
- @JewishSpaceLazr
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IRGC is fucked.
Strikes that cost the royals billions in O&G revenue leave no path to de-escalation.
The GCC won’t allow them to continue to exist in any form going forward, because such a threat - no longer merely theoretical - cannot be abided.
They will be fully behind US/Israel dismantling the regime for good. Leaving them alive now means they will live with this threat in their own backyard forever. It will mean persistently high costs of insurance etc. for all of their facilities.
Indeed, the IRGC know this, meaning they only struck these targets because they already know it’s over for them. This is a temper tantrum you only throw when you feel betrayed and you know you are cooked.
سعود حافظ | Saud Hafiz@saudrahman27
The heinous Iranian aggression has crossed every single red line!!
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pat dwyer // @newedgewealth // mfo retweetledi

Just traded Amsterdam for Miami.
The first chair has arrived.
A new base as we continue expanding @InstantHQ in the U.S.
If you’re building in commerce, AI, or Shopify in Miami (or know someone), let’s connect.

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pat dwyer // @newedgewealth // mfo retweetledi
pat dwyer // @newedgewealth // mfo retweetledi


@realxbanker @InezFeltscher Excellent point
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@InezFeltscher Scott Adams used to say Trump would change the way we saw reality. I think this is what he meant.
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Trump is the opposite of Obama in every way……
Zineb Riboua@zriboua
Trump in 1988 “I’d be harsh on Iran. They’ve been beating us psychologically, making us look a bunch of fools. One bullet shot at one of our men or ships and I’d do a number on Kharg Island. I’d go in and take it. Iran can’t even beat Iraq, yet they push the United States around. It’d be good for the world to take them on.“
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