Danylo Borodchuk
401 posts

Danylo Borodchuk
@danylo_dev
Data Infra for Growth & Ops teams | Lopus AI (YC W25)
San Francisco 加入时间 Ocak 2025
376 关注281 粉丝
Danylo Borodchuk 已转推

Luck is just the residue of relentless reframing.
Kpaxs@Kpaxs
High-agency people seem to have insane luck. They don't. They just tried 47 things while everyone else tried two and gave up. The conviction that reality is negotiable is generative, it makes you creative. Because if you believe there's always another angle, you start looking for angles other people don't see.
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@skeptrune this is what they're shooting for with dispatch and everything I'm pretty sure
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Danylo Borodchuk 已转推
Danylo Borodchuk 已转推

@eperlste if you over-index on this, you'll attract partners who are only into you bc others want you.
brutal lesson there once you hit a dip
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@nichochar @nilslice @zachtratar It is a fact of life, does not mean it needs to be tolerated and accepted
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@nilslice @zachtratar I mean I am with you I just accept corruption as a fact of life
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Wait, didn’t the Anthropic CPO only resign from Figma’s board like last week?
So they were actively building this while he had a major conflict of interest?
Claude@claudeai
Introducing Claude Design by Anthropic Labs: make prototypes, slides, and one-pagers by talking to Claude. Powered by Claude Opus 4.7, our most capable vision model. Available in research preview on the Pro, Max, Team, and Enterprise plans, rolling out throughout the day.
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@scottastevenson I've seen this myself - it's becoming ridiculous and hurts real players in the process
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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.

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Danylo Borodchuk 已转推

Introducing Zag
AI review agents for iOS, iPadOS, and macOS developers.
Zag runs agents in real Apple developer environments with Apple Silicon, Xcode, simulators, and your complete toolchain.
Describe agents in TypeScript or Swift that do code review, QA, security, or App Store compliance, and run them on every PR.
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We're hiring four recent graduates (or folks looking to make a career change) for the world's best VC training program.
Tuition: $0
You'll work 60 hours a week, get paid what you would have spent on your MBA tuition and learn more than you can imagine -- unless you quit because you can't handle the pace.
You start as a researcher
Then you become an analyst
... and 1.5 in three make it to associate
You need to:
1. Be a learning machine
2. Have high executive function
3. Be extremely focused and curious
4. Be able to work 12 hours a day for our founders
We accept < 1% of applicants, we don't care about how fancy your degree is, we love folks from @UTAustin, and we love folks with a chip on their shoulders
Four slots, program starts in May/June... email a cover letter on why you want to be a venture capitalist, what skills you currently have and give us some examples of your work ethic...
... because 80% of VCs are lazy AF, and you can beat them by simply showing up for work and doing 10-12 hours a day and checking your email on the weekends.
Not kidding... these VCs are all calling in rich and skiing in Japan. They don't really do much work.
researchers@launch.co
[ samurai/jedi only ]
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