Walter Chen

man @sacrainc is so good. Had not checked their articles in a while until today but probably the best $50 to spend every month

@minskimm @sacrainc thanks min!!

everytime i see tailscale i think whaletail

@MartinShkreli how'd he play d1 soccer though

Chirayu is 100% Nepali. Parents came to America, Worked hard as doctors. Unfortunately, had a reckless temper. An incel who never had a girlfriend. Smoked a lot of weed, referred to himself as a n*gga. Hung out with the wrong crowd. Never fit into the rich kid high school.

I’ve seen a lot of questions about USVC, AngelList’s newest product. First, don’t invest in venture capital if you can’t afford to lose your money. Put your savings somewhere safer. But if you’re considering USVC, here’s a thread that answers the most common questions and explains how it works:

quick update - we raised a bunch of money (more on that soon) and are hiring 2 types of people 1. former founders 2. future founders have a bunch of open roles across eng, tax, & GTM pls dm me if you want to win and build something that endures death might get solved but taxes are forever

Today is a Gusto Showcase! It’s one of my favorite moments, when we share a summary of how we’re making Gusto better for our 500,000+ small business customers. At @GustoHQ, we obsess over helping small businesses, and every challenge they face is an opportunity for us to help. Gusto has never been just a tool or technology. We strive to be a partner for small businesses, taking hats off their head, doing work on their behalf, so they can progress in building their business. With 500,000+ customers, we know we’re still early in the journey. There are millions of small businesses we are eager to serve. The future of business is small. And that’s big. #GustoShowcase

Everyone wants a “Slack built from scratch” to better cowork with agents, and @andocorporation is building it. I spent a month with them to write a deep dive piece on Sara's story and the Ando product (the first public piece about their product, ever - no pressure!) Here it is! 💫 I write about: - @saradu’s 2x founding journey from Alloy to Ando, couchsurfing across hacker houses in SF - making workplace chatter ‘ergonomic for agents’ - architecture-inspired design principles - early alpha customers experience with ando This was incredibly fun to write, thanks to many walks, office visits, and conversations with @saradu, @ryanharaki_ , Jordan, Oliver, @sofiadolfe from Index, and the wider Ando team.

google -> alphabet spacex-> keyboard

@lifeofbi sir it's a connecticut bagel

A bagel shop with 30 locations just raised money at $10 million per store. The investor: Tiger Global. The valuation: $300 million. For context: Dave's Hot Chicken. East Hollywood parking lot. 2017. Four friends. Just sold 75% to Roark Capital at ~$1B on $1.2B in projected systemwide sales. Crumbl. Utah kitchen. 2017. Now 1,000+ locations. $1B revenue. ~$150M profit. Exploring a $2B sale. Both took 7-8 years. PopUp Bagels is betting it's next. Founded 2020. Connecticut backyard. Pandemic hobby. Adam Goldberg taught himself to bake bagels during lockdown, started selling at pop-ups, opened his first shop in the West Village, never really stopped. The product is deliberately simple. Bagels and schmears. 55 SKUs. Customers slice their own. Minimum order of three. Average transaction: $24. Signature experience: grip, rip, dip. Rotating schmear flavors create the same FOMO loop Crumbl cracked with rotating cookies. Unit economics: 700-1,200 sq ft. 10-15 employees. $300K-$900K to open. Estimated AUV: $1.3-1.9M. The capital timeline is pretty doughy too. Oct 2025: Stripes takes majority. Valuation: $60M. 16 stores open. Mar 2026: Tiger Global invests. Valuation: $300M. 30 stores open. 5x in 5 months. Tiger Global isn't pricing what PopUp is. They're pricing what it becomes. 300 locations signed. Fewer than 15 multi-unit franchisees. $24 average ticket. A brand generating organic social content every day without paying for it. That's the Dave's bet. That's the Crumbl bet. Both paid off. The question: is PopUp Bagels the next viral QSR that cracks national scale, or is the bagel too regional, too New York, too niche to travel the way hot chicken and cookies did? Can a New York bagel go nationwide?

@chrissesi @nejatian congrats!!!

Excited to share that Audrion (YC F25) has been acquired by Opendoor. We’re continuing the mission to make homeownership simpler and more accessible with @nejatian and the team. Grateful to our early supporters at A*, Mercury Fund, FPV, and many others who believed in us from the beginning. And to @ycombinator, especially our partners, Tom Bloomfield and Grey Baker, thank you for shaping how we build and think. It is clear YC is the best place for founders to build. If anyone is on the fence, I highly recommend you take the leap and apply.

@paulg it's easy, limes taste green and lemons taste yellow

No one in our family can tell lemons from limes with their eyes closed. We all thought we could, but no one could. I bet all bartenders know this.

They say your phone knows more about you than your mom. So why can't Siri tell me things like how much I spent on food delivery this month? DM me if you want to try a phone that can.

After 8 years of shipping hardware as a founder, I'm super excited to announce Anvil's next chapter! Anvil Robotics has raised $6.5M led by hard-tech veterans Matter Venture Partners with participation from @humbavc, @vsodera , @spacecadet , @Position_VC

Nothing gets me hyped like a reaccelerating top line Incredible work @zachperret and @Plaid I also think plaid has a lot of opportunity to eat in the AI prosumer space for financial service apps. Many friends already trying to vibe code personal software. Plaid has tailwinds. Shoutout to the goats at @sacrainc - @smalter @janerikasplund

@eglyman i'm running a -40 nps company purely to hone my salesmanship

One of our best engineers came from community college and the Minecraft modding community. Our best early salesperson came from a company with a -40 NPS ! How we hire at Ramp:

@carmelo1up @jamiequint @NotionHQ @IndexVentures it’s right in his bio

If I were @NotionHQ I would be absolutely livid with @IndexVentures for leading such a clearly competitive deal Index were some of the earliest @NotionHQ supporters post-inflection and won a very competitive process to lead the B Perhaps this is the new world, still feels rude

Something I've wanted to build since day one: a private markets experience that actually feels like a consumer product. Today, the @AugmentMarkets app is live on the App Store. Track your watchlist. Monitor the Power 20. Get private market intelligence wherever you are — not just when you're sitting at a desk. We built this for investors who think about their private holdings the same way they think about their public portfolio. The information should be just as accessible. Get it here: apps.apple.com/us/app/augment…