JD E.

@Pv 100%

@jde1981 As I am sure you know, sometimes responding too fast and too soon, spawns 100x more emails. So like I noted -- it can be sense of urgency or it can be lack of focus too.

If you're a founder, don't for a single moment think that answering emails faster/slower is some magic predictor that determines success/fundraising/company outcomes. Sometimes replying in 30 secs signals urgency and competence, sometimes it signals desperation and zero prioritization. Conversely, slow replies can mean focus or disorganization. Contra to the claim, there is no universal “winner behavior” here. Most of this discourse is just investors trying to condition founders into performative availability and obsequiousness.

@ChimRitchels Grant got to the rack about as well as anyone (at the time) he was a great finisher and player. Cade is similar, can get to the rim almost anytime. Probably a better passer and long range shooter. Hill’s injury changed everything. He was a franchise player - Cade is too

For my older Pistons fans (35 and up), who is better? Grant Hill or Cade Cunningham?

@BalesBets @Lewsiphur 100% agree. Low-end (price wise) Miami is particularly bad food wise (aka cannot eat good food cheap) and in NY you absolutely can

@Lewsiphur Miami is great but NYC has the best food in the world. Miami has certain locations competitive at a high level, but the median quality is not remotely close to New York

Miami is 10x better than New York. -Better weather -More affordable -Nicer people -Food is superior -Taxes Why would you live in the concrete jungle when you can live in tropical paradise?

We’re proud to share that RRE Ventures Acquisition Corp. has successfully closed its SPAC through a $250 million initial public offering with leading investors. businesswire.com/news/home/2026…

Let’s go! 🙏💪🙌

@pitdesi It’s really nice. Probably needs to extend further but it’s a great option. Probably too expensive for a commuter though it’s higher end than Chi/NY commuter trains

Brightline never made sense to me, even as a privately funded venture Outside of the NE, unfort train travel doesn’t make much sense in the US - there is a last mile problem- we have poor public transit and low density so you need a car anyway when you get to your destination.

@gurgavin it 100% is. Same job - investor @57OInvestments and entrepreneur

@jde1981 NO WAY THAT'S YOU, SMALL WORLD

CONGRATS TO THIS RANDOM GUY STILL NAMED JEFFREY EPSTEIN ON HIS SUCCESSFUL IPO TODAY $RREVU

@JJWatt Bought a box to give away. If you want 2 sleeves I got you…

Koa broke into the good stash…

@TrustVanta Impressive! 💪🙌🚀

$300M ARR. Just 9 months after hitting $200M, and growing faster every quarter.🚀 We founded Vanta to help businesses earn and prove trust. Businesses face more pressure than ever because trust leads to growth in the age of AI. 70% of companies now have Shadow AI operating in their environments, and AI tools are 52% more likely to carry a high risk designation than traditional SaaS. The compliance programs designed for annual audits weren't built for this, and neither was the old way of doing GRC. So we rebuilt it. The Vanta Agent runs as a 24/7 GRC engineer, eliminating the manual work that used to slow security teams down and orchestrating compliance, vendor risk, audits, and more, continuously. The Trust Graph maps your entire security posture in real time, so nothing slips through the cracks between reviews. 16,000 companies now run their security programs on Vanta, including 60% of the Forbes AI 50 and enterprises like Cursor, Samsara, Atlassian, and Snowflake—because the era of proving trust once a year and hoping nothing changes in between is over. To every customer who helped shape what Vanta is today: thank you. 💜 Read more from our CEO Christina: vanta.com/resources/vant…

@hanzi_li @garrytan Caving is cheating and never acceptable

@garrytan first time founder here. my first investor check arrives this week and i already feel the pressure to round up "pilot" into something shinier. the social signaling is real. glad to have this bookmarked for the moments i'll want to cave.

Here's YC's official advice about being truthful and precise about what is pilot, bookings, revenue and recurring revenue. Founders, particularly first time founders, need to sear this into their brains. Don't mistake one tier for another. Be precise, and always be truthful.

@Daniel_C_Ardila @garrytan @paulg This is just flat out lying, right?

@garrytan @paulg You are missing the main they use. Sign a contract yearly at 10k, but first year with a 8k discount, making it only 2k; and fully flexible to opt out in second year. So really is 2k, an they claim it as 10k. And the magnitude is the one I have seen on the real world

@garrytan @gustaf FWIW anything post unilateral customer opt-out in a contract isn’t really cARR, IMO. CARR should be an amount that is fully locked contractually and if unpaid would constitute a breach by the customer.

@scottastevenson @jasonlk Nothing post opt-out period should count for anything. This is crazy.

@jasonlk Yes. It’s a tough call for companies because it’s become a widespread epidemic. Do you play the game or do you call it out? I think best option is to educate journalists on the difference so we can get back to MRR…

It’s time to expose a huge scam in AI startups: Contracted ARR The reason many AI startups are crushing revenue records is because they are using a dishonest metric The biggest funds in the world are supporting this and misleading journalists for PR coverage. The setup: Company signs 3-year enterprise deals. Year 1 is discounted (say $1M), Year 2 steps up ($2M), Year 3 is full price ($3M). They report $3M as “ARR” — even though they’re only collecting $1M right now. The worst part: The customer has an opt-out option at 12 months! It’s not actually a 3 year contract. In the chart below, by Q5 the company is trumpeting ~$100M “ARR” to press, while actual cash-generating, in-effect ARR is ~$35M. That’s ~3x inflation. On top of this, enterprise AI companies are bundling full-time “forward deployed engineers” into deals massively reducing margins, sometimes producing Year 1 negative margins. At some point customers are going to start triggering their opt-out clauses or aggressively negotiating down Year 3 pricing. And a wave of enterprise AI companies may collapse.

I am calling it now. SPACs are coming back. This round will be led by experienced VCs and bring good companies in the $1-$5B valuation range. app.boardroomalpha.com/feed/sec/00011…

@Shpigford So terrible to read this but really neat what you are doing Josh. Rooting for you and your mom 🙏🙏🙏

my mom was recently diagnosed with stage 4 pancreatic cancer. that's both an overwhelming diagnosis but also an overwhelming flood of information, documents, appointments, options and questions. i needed a place to keep track of it all and also a place to ask questions, do research and help my parents and family do the same. so, naturally, i built something. keptwell.org if you/you're family is navigating a serious diagnosis and want to use it, let me know (or drop your info in that waitlist box). not charging anything for it at the moment (and with as much AI as i've got layered into this, frankly it's gonna cost me a nice chunk of change to run it). but mostly interested in just making this as useful as possible to families going through long, complex and heavy situations.

Chad Rigetti is a pioneer in quantum computing. Now he and his cofounders at Sygaldry are going after the biggest opportunity in computing: making AI dramatically faster and more energy efficient with quantum. They're hiring across the board. Check out the open roles at Sygaldry

@EricJorgenson It’s a venture. Lots of solid non-tech investments out there.

How does this possibly meet the definition of "venture capital"? We're in the age of AI, the verge of energy abundance, gene editing, space economy, robotics... and we're doing bagels?

@darrenrovell As far as stadium/event food goes Augusta is near the top. Not even accounting for the price which is 80% less than anything else in the category (not comparable do single A minor league baseball)

Honesty is much easier than saying everything is great, which is what 99% of social food reviewers do.