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to my haters: enjoy perpetual obscurity and financial failure
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britton winterrose
31.8K posts
britton winterrose
@Winterrose
Startups at MSFT. angel investor early: @resend @gumloop @browserbase @extropic @t3dotchat @periodiclabs +34 more. late: @replit @convex_dev @lambdaAPI
SF Katılım Kasım 2012
3.7K Takip Edilen15.7K Takipçiler
ferrari: jony ive please design our car
jony: fine. with one condition: it has to be fugly.
Sawyer Merritt@SawyerMerritt
Never thought I'd say this about a Ferrari, but this is one of the ugliest EV designs ever, and it can be all yours for $640,000 lol
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@neilquinn replying to randoms is exactly how you make friends on x
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@Winterrose I don't know why I'm replying to a random on x.com over a tweet like this, but I feel the need to back you up on this perfect take.
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I fucking love cheeseburgers.
there’s no food I’ve eaten more of
than cheeseburgers
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@paulg just need to keep it real and genuine
That’s the alpha now
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A lot of the emails I get from founders are now written in a hard-hitting journalistic style. I know they're written by AI, because no founder ever wrote this way before. And once you realize something is written by AI, it's hard not to ignore it.
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@aleabitoreddit yeah just so my mom can know if you’re a man or a woman
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@SethSHowes sick?
you gonna start making cures and drugs at home now as well?
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I just sequenced a human genome to 30× coverage entirely at home.
As far as I know, this is the first time this has been done.
I didn’t step foot in a lab once. Every step - from saliva collection, to running the sequencer - took place in a single room with a dining table + kitchenette.
Six weeks ago, I had never done wet lab biology before.
I used an Oxford Nanopore P2 Solo - the only commercially available sequencing device portable enough to do 30x human genome sequencing at home.
Biggest takeaway - I could build something that combined software, hardware, and molecular biology far faster than I thought was possible.
I can name >100 specific instances where AI helped me solve a technical problem that would previously have blocked me because I lacked access to a domain expert.
For example: how do I save my sequencing run when my DNA extraction yield is 4x lower than I need it to be, and I have this limited set of reagents to hand?
To make this work, I had to navigate multiple disciplines:
- writing software to monitor sequencing runs and orchestrate remote GPU infra for basecalling
- learning + executing 5 hour long molecular biology protocols
- building a hardware device to quantify DNA concentration
Apologies for the hyperbole, but I feel super lucky to be living in 2026.
A few weeks ago I decided to sequence a human genome to 30x at home.
Then I actually did it. And I did it really quickly.
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Zyns wouldn’t even be a problem if France had toilets that flushed properly instead of weird urinals with too many plastic fragrance inserts and low flow flush limitations.
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i hate the grownups making rules for claude at Anthropic sometimes. let claude do cool shit gawd
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it’s weird because my grandpa is old school RE (had a ton of speculative land between cities that would inevitably grow back together. He was also a really big silver bug and hated the stock market because when he first tried it, he lost a lot of money on it.
I don't know.
I just grew up looking at dollars as though every dollar is a dollar. Given wherever I am at any point in time, I just want to put that dollar into the best place I can possibly put it.
I’m constantly reevaluating all these markets and finding people like you who understand them better than me so I can catch those tipping points and pivot accordingly max.
I love IRR it’s the most unforgiving evaluation of opportunity cost we have.
But also the alpha comes in not moving from market to market, rather it favors the people who stick around and ride the cycles. I’ve seen it in RE, crypto, tech, and public markets.
So mad respect for what you do. Add me to your LP list.
(I was a small multifam owner who sold too early and got burned on self storage by the market shifting. but I’m bullish overall just waiting for the market conditions to be favorable again for RE, watching which operators / investors weather the storm and taking note of where I’ll place capital based on IRR maximization when the economics turn if that makes sense)
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The underlying post from a sponsor about losing money on an apartment complex is case-in-point:
Looks like he paid $75 million for it in 2021 when interest rates were low
He succeeded in raising net income by 50% (there's some operating leverage in these things)
and yet based on interest rates and cap rates alone,
They sold for $60 million this year.
So when you buy at the top of the market, not only are you at substantial risk of overpaying but also you're competing with other people who are definitely overpaying.
Buy the same property at today's price and it probably does nicely over ten years without any great skill on the part of the operator.
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In 2021 - I bought nothing
In 2022 - I bought nothing
In 2023 - I bought a piece of the GP in someone else's deal, and raised money from LPs
In 2024 - I went under contract on a vacant industrial property that's taking longer to lease up than I wanted, but has great basis
In 2025 - I bought two great little deals with LPs
But I'm not an influencer, so I guess I don't get credit for... working hard and NOT losing money for investors?
(Not arguing with @robbiehendricks - just commenting on how weird this whole "attention economy" is.)
Robbie Hendricks@robbiehendricks
I’d like to give Brandon Turner sincere credit for this post on IG. He fully owned up to the loss of LP capital publicly. Explained his responsibility, which is the most important, along with the market factors the affected the downfall of this deal. This is exactly how a sponsor should transparently communicate when something like this happens. It doesn’t make the loss of capital easier, but I have true respect for people that take ownership. The guru class has butchered the handling of their errors over the past 5 years. Brandon is the first one I’ve seen to step forward and address it. Credit where credit is due. Bravo.
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I started from the bottom.. my only hope to being literate to capital is letting them see me beat their IRR across all those domains, be trust worthy, have the deal flow, and let my numbers talk
god didn’t give me the brain to write and persuade LPs through some superior capital literacy
my money has to talk to their money.
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@AdamB1438 I have to stay on IRR
I track it across my angel portfolio
My stock market accounts
My crypto portfolio
My travel spend / hobbies
And my real estate placements
there’s always cycles
I just try to stay ahead of all the cycles or at least catch them before they peak
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Netflix comedy roasts are good but awkward
good because Jeff Ross writes all the jokes
awkward because it’s 20 people in a two hour period sharing / speaking whatever @realjeffreyross would say verbatim if he could take over the presenters body at that given moment
jr as the Rock!
jr as @chelseahandler
jr as shane ghillis
jr as kevin heart
jr as random celebrity… repeat 4times
jeff ross needs a worthy opponent
he has all the talent taste and skill
but I wish the others he invites to these roasts he architects would write more of their own jokes
Jeff, Netflix dumb tech money will make you rich but I’m gonna be pissed if you die king with no protégés
sorry for the autistic take im just autistic and a comedy enjoyer
Big Jay showed up tho
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I believe Collide will hit a $1B valuation with less than 50 employees, we're at 24 now.
Historically, we would have had to hire forward deployed engineers in a linear fashion to serve our clients. More clients=more FDEs
But now we're on the path of building agentic FDEs.
The future of building teams is focusing on talent density -- hiring world class talent -- then augmenting them with AI.
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the easiest test for high functioning autism is to determine how they perceive the joke:
“Why did the chicken cross the road?”
“To get to the other side”
If they think it’s “yeah obviously that chicken has a death wish” neurotypical!!!
if they think “ah yes absurdist comedy at its finest. Yes indeed. That fine chicken was simply trying to reverse to the other side.” possibly autistic and takes things literally.
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