RomaXC

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RomaXC

RomaXC

@Rmnescobar

Crypto & startups since 2013. Partner @GGs_IO / alumni @binance @ambergroup_io @MoveUSD. Leading @twifintech LATAM & Stablecoins @Puntored_CO

Mexico Katılım Ağustos 2010
1.8K Takip Edilen1.7K Takipçiler
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Casa
Casa@getcasa·
After two years of building under wraps, today we're announcing Casa – your personal property manager. We've raised $27M to redefine the homeownership experience from the ground up. We believe your home is your most treasured asset, emotionally & financially. It shouldn't also be a second job. Most homeowners are on their own – expected to have the time, expertise, and relationships to keep things running. Finding a plumber you can trust. Remembering when the HVAC was last serviced. Knowing what's actually wrong before someone shows up to fix it. Casa gives every homeowner what used to be reserved for the few: a dedicated team that knows your home deeply, handles the work, and stays in your corner. We're enabling this by building a deep, technical understanding of every home we serve – something that's never existed before, across 100 million single-family homes in the country. For $199/mo, membership includes: - A complete inventory of your home, built using specialized hardware & software - 1.5 hours of handyman time every month (and it rolls over) - Unlimited Concierge requests to take on virtually any home project - Custom, proactive care plans built specifically for your home - Weekly package and donation pickups - Scheduling and payments for your regular vendors - Utility and property tax monitoring …and we’re just getting started, with more benefits on the way to make the experience of owning your home as magical as it always should have been. Available now in the SF Bay Area and Los Angeles. Reserve your spot everywhere else. → getcasa.com
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Keisan.hl
Keisan.hl@Keisan_Crypto·
Bought a good amount of $ZM, half spot, half call options, various expiry, mostly far OTM leaps The thesis is pretty simple: - $ZM invested $51M in Anthropic in May 2023, now worth around $11B at Anthropic's secondary mkt valuation of $1T - $ZM market cap is $24B, making it the single best public market proxy for Anthropic (45%), yet still few people know this - $ZM has $7.8B of cash, so their effective enterprise value is: 24 - 7.8 - 11*.75 = ~$8B (Anthropic at 75% to account for gain on taxes) - They have 0 debt - $ZM makes about $800M/yr of post-tax operational FCF, inclusive of stock based comp - Top line has grown at about 4%/yr the last 3 years, with gross margins rising from 11.6% -> 23.1%. I expect profitability to continue to increase with AI, as they can lay off a lot of their engineering team - Further, over half of their expense load comes from stock-based compensation, most of these were COVID-era grants. I'd expect SBC to drop ~30-50% over the next few years, meaning bottom line could rise by up to $400M, meaning ~$1.2B of adjusted FCF - So, you are getting a stock that is trading at 10x in-place earnings (6.7x post-SBC adj.), with high margins and one of the more sticky SaaS business models (no individual company is going to recreate their own zoom, these are networked systems & have security implications) - If you assume Anthropic's valuation is $1.5T, which it likely hits quickly, the FCF multiple is all of a sudden a 4.75x, which is screamingly cheap - The IV, imo, does not currently reflect Anthropic's upside valuation, allowing you to effectively buy call options on Anthropic for standard mature SaaS company IV Seems mispriced 🤷‍♂️ Hyperliquid
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RomaXC@Rmnescobar·
Im tech-old enough to feel all these AI agents as the renaissance of the SaaS era.
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RomaXC@Rmnescobar·
The rece to connect people, own the community/distribution, monetize the behavior
Jonas@jonaswillett1

The IRL connection economy is a $400B+ market. And companies are racing to own it. In the last 6 months, $800M+ in capital was deployed on "IRL" bets. @Tinder invested $60M into a new Events feature for connecting matches in-person. They're pivoting to IRL and offering experiences such as speakeasies, raves, and pottery classes. @222place: raised a $10.1M Series A to curate blind social experiences for Gen Z. Personality-matched groups sent to hyperlocal nightlife events. @JagermeisterUSA launched BestNightsVC - the only venture fund in the world dedicated solely to nightlife and IRL connection. 16 portfolio companies across 4 continents. @timeleft: dinner with 5 strangers, every Wednesday. €18M ARR. 6,500 dinners/week across 200+ cities. Dion: members-only social app where the first move is buying someone a real drink, redeemed IRL. 10K members, 30K+ on the waitlist founded by @revekkapal. Pie: Bonobos founder @dunn built an IRL friendship app. $24M raised. 130K+ MAU. @weroad_official: group trips for 20-30 year olds who don't know each other beforehand. $150M valuation. Matchbox: is an algorithm-powered matching platform for IRL events and has powered over 100,000 connections. founded by @liamjmcgregor (prev @MarriagePact) New dating apps like Known @Celesteamadon, Cerca @MylesCerca, and Ditto @AllenWangzian are aiming to improve connection amongst young people. Billion-dollar companies are paying $$$ for community and events leads: - @AnthropicAI: Marketing Events Manager ($255k) - @tryramp: Community Manager ($223k) - @tryramp: Events & Culture Manager ($181k) - @duolingo: Senior Community Manager ($193k) - @NotionHQ: Community Programs Lead Everyone knows the more time we spend online, the more valuable real-life connection becomes. The question isn't whether IRL wins. It's who facilitates it best.

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RomaXC@Rmnescobar·
The future
Patrick Collison@patrickc

I'm lucky enough to have a great doctor and access to excellent Bay Area medical care. I've taken lots of standard screening tests over the years and have tried lots of "health tech" devices and tools. With all this said, by far the most useful preventative medical advice that I've ever received has come from unleashing coding agents on my genome, having them investigate my specific mutations, and having them recommend specific follow-on tests and treatments. Population averages are population averages, but we ourselves are not averages. For example, it turns out that I probably have a 30x(!) higher-than-average predisposition to melanoma. Fortunately, there are both specific supplements that help counteract the particular mutations I have, and of course I can significantly dial up my screening frequency. So, this is very useful to know. I don't know exactly how much the analysis cost, but probably less than $100. Sequencing my genome cost a few hundred dollars. (One often sees papers and articles claiming that models aren't very good at medical reasoning. These analyses are usually based on employing several-year-old models, which is a kind of ludicrous malpractice. It is true that you still have to carefully monitor the agents' reasoning, and they do on occasion jump to conclusions or skip steps, requiring some nudging and re-steering. But, overall, they are almost literally infinitely better for this kind of work than what one can otherwise obtain today.) There are still lots of questions about how this will diffuse and get adopted, but it seems very clear that medical practice is about to improve enormously. Exciting times!

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Guillermo Flor
Guillermo Flor@guilleflorvs·
Sequoia's thesis that the next $1T company will sell work, not software, is the most important reframe in AI right now. The argument: if you sell a copilot, you're competing with every new model release. But if you sell the outcome — books closed, contracts reviewed, claims handled — every AI improvement makes your margins better, not your product obsolete. The key insight most people miss: for every $1 spent on software, ~$6 is spent on services. The entire SaaS playbook was about capturing the software dollar. The AI playbook is about capturing the services dollar — at software margins. Not "AI for accountants." The AI accounting firm. Not "AI for lawyers." The AI law firm. The companies that figure this out won't look like SaaS companies. They'll look like services firms rebuilt on software infrastructure. That's a fundamentally different company to build, fund, and scale. And most founders are still building copilots.
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Sterling Crispin 🕊️
Sterling Crispin 🕊️@sterlingcrispin·
Introducing: Nothing Ever Happens A @Polymarket bot that automatically buys "No" for every non-sports market and holds to resolution. Why predict the future when 73.4% of all Polymarkets resolve as No? Stop over thinking it. Nothing Ever Happens. github.com/sterlingcrispi…
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gum
gum@gumsays·
So @saylor is going to pump TENS OF BILLIONS into Bitcoin through $STRC 🟧Stocks Dump → Market runs to yield $STRC → Saylor buys $BTC 🟩Stocks Pump → Market buys $MSTR → Saylor buys $BTC Just yesterday, STRC had enough volume to buy 2,000 BTC ($139M) If we start seeing massive adoption of STRC he'll be buying billions per week We're not even counting the ETF inflows that will inevitably come when Bitcoin turns around I am convinced bottom callers will all be wrong due to how sticky and strong institutional flows can be
Strategy@Strategy

Record day for $STRC. $409M - Daily Traded Volume (highest ever) 3% - 30D Volatility (lowest ever) $99.78 - 1M VWAP (highest ever)

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Stacy Muur
Stacy Muur@stacy_muur·
This is how fast crypto's printing yield dollars. Source: @stablewatchHQ
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Katie
Katie@katiekirsch·
Stoked to announce the @a16z Growth Engineer Fellowship! A new 8-week cohort of growth engineers, AI-native GTM leaders, and agent builders shaping the future of company growth. Join us! Apps went live today. Fellowship starts in May 2026. Featuring @andrewchen, @kirbyman01, @luclevesque, @laurynmotamedi, @ramanrmalik, @kylecnorton, @gauravvohra, @lukeharries, @egavrilenko11, and more. Apply here: a16z.fillout.com/t/9RAnDmtvdkus Details: a16z.news/p/introducing-… CC @david__booth, @eriktorenberg, @tdoggyholhol
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gum
gum@gumsays·
"There's literally nothing to do on Solana other than memecoin trading" Meanwhile: - 219 Stocks, 24 ETFs, 15 Treasuries - Pre-IPO Stocks - Housing Speculation on @Parcl - Commodities & Stock Perps on @FlashTrade, @JupiterExchange - Several pre-TGE RWAs & DeFi on @kamino @Loopscale - Spot Hype, ZEC, BTC, ETH, BNB, MON, AVAX & more - Private transfers @theprivacycash @solflare @Titan_Exchange Solana is a fully functional ecosystem, with the best performance you can get in crypto
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RomaXC@Rmnescobar·
@notthreadguy You're def next, keep pushing bro trust-led growth era
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threadguy
threadguy@notthreadguy·
holy tbpn just got acquired by openai wow we are actually so right
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RomaXC@Rmnescobar·
@twifintech @Plaid @tbpn @OpenAI 7) This doesn’t replace product, brand, or distribution — it builds on top of them. But it does change where leverage comes from. Feels like we’re still early… but getting very close to a point where this starts to compound fast.
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RomaXC@Rmnescobar·
@twifintech @Plaid @tbpn @OpenAI 6) AI will generate infinite content. But trust? Trust is scarce. And companies that understand this will design around it: faces, not logos voices, not campaigns credibility, not just reach
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RomaXC@Rmnescobar·
1) Today, I’ve been thinking a lot about this 👇 @twifintech gets acquired by @Plaid @tbpn gets acquired by @OpenAI Different companies, same pattern. We’re entering a new phase of growth in tech: Trust-led growth.
John Coogan@johncoogan

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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