Operator @ payments fintech 💷 Ex. B2B VC Investor & @FinTechLabLdn. Here to learn.
Joined March 2019
- Tweets 455
- Following 444
- Followers 208
- Likes 5,833
26 Photos and videos
Preliminary BFCM stats from two of my favorite Digitally Native Vertical Payment Processors (DNVPs):
Adyen:
$34B TPV, 670M transactions, peak 163K trnx/min, 99.9999% uptime, peak 25K requests/sec
Stripe:
$26B TPV, peak 93K trnx/min, 99.999% uptime, peak 27K requests/sec
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Celin Phoen retweeted
1 Oct 2024
Nice map from Felicis breaking down the opportunity for AI agents in different markets
AI agents are going after human services/labor
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Celin Phoen retweeted
7 Jul 2024
Munger’s Principles
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There’s a new infrastructure stack emerging for generative AI — excited to share @CowboyVC's market map and a few categories @amanda_robs & I are excited about ... [🧵 thread]
link.medium.com/07w0P3E40zb
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Celin Phoen retweeted
15 May 2023
All you need to know about LLMs:
• Overview
• Using LLMs in @langchain
• Using open-sourced LLMs
• Chat Model
• How do we embed text?
Save this ↓
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Celin Phoen retweeted
26 Apr 2023
Everyone is talking about OpenAI, Microsoft and Stability as a huge AI player.
But there is one company that arguable the best positioned in the space, and they dont even have an LLM offering yet.
Apple has the potential to shift the entire AI landscape, here's how:
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Celin Phoen retweeted
27 Oct 2022
Generative AI will play a key role in the future of content creation.
In the last few months progress in the field went into hyper speed
We've assembled some of the best resources to get up to speed on the space…
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Celin Phoen retweeted
14 Mar 2023
OpenAI just launched GPT-4.
It leaves ChatGPT in the dust.
Here's everything you need to know:
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Stripe 2022 numbers per @theinformation:
- Gross revenue: $14.3B, 27% YoY
- Net revenue: $3.2B, 25% YoY
- Net revenue minus fraud losses: $2.8B, 18% YoY
- Net revenue from non-payments products: $280M
theinformation.com/articles/…
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20 Jan 2023
Excited to attend the Modern Data Summit organised by @moderndatastack! Can't wait to connect with data industry leaders and learn about the latest trends and innovations in the field! moderndatastack.xyz/summit #moderndatastack23
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Celin Phoen retweeted
30 Dec 2022
It's time for our 2022 Best Books list 📚!
@omooretweets and I each read 100 books this year.
We're sharing our favorites, starting with 10 non-fiction picks ⬇️
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Celin Phoen retweeted
29 Nov 2022
With @Accel, we did a deep dive into one of Europe's top startup "founder factories": unicorns. You can find the report itself on @dealroomco / reports. Will share more links soon
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Celin Phoen retweeted
2 Nov 2022
Consumer Fintech ARPUs range from around:
$10 (P2P payments, BNPL)
...to
$280 (neobanks)
...to
$850 (crypto exchanges)
Helpful numbers to keep in mind as a founder or investor to understand how many users you need to build a business!
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Celin Phoen retweeted
18 Sep 2022
My latest newsletter lists the single best business book for 40 industries including:
— "The Prize" (Oil)
— "The Box" (Containers)
— "Hard Landing" (Airlines)
— "More Money than God" (Hedge funds)
— "The World for Sales" (Commodity trading)
Check it out: trungphan.substack.com/p/the…
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19 Sep 2022
Wow, truly a thrilling documentary. Would really recommend a watch esp if you’re into the crossover of FinTech, true crime and politics!
16 Sep 2022
Today's the day! Our movie is out on Netflix!
#wirecardskandal
Let me know what you think
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15 Sep 2022
A crossover of my two fave topics 😂
15 Sep 2022
Must’ve been a Figma angel investor
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Celin Phoen retweeted
15 Sep 2022
What investors first paid for @Figma, which @adobe buying for ~$40.20 per share:
$0.088: @dannyrimer/@IndexVentures, @semil, Jacobsen/OATV
A $0.199: @johnolilly/@GreylockVC
B $0.332: @mamoonha/@kleinerperkins
C $1.098: @andrew__reed/@sequoia
D $4.619: Peter Levine/@a16z
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Celin Phoen retweeted
10 Sep 2022
IT software spend by segment (as of 2022)
- Application Dev & Deployment: $172bn ( 17% yoy)
- System infrastructure: $180bn ( 13% yoy)
- Application: $369bn ( 13% yoy)
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Celin Phoen retweeted
8 Sep 2022
1002 emails, 47 applications, 6 newsletters, and 8 months later, here's what it's really like raising a venture capital firm in 2022 with a market map of the LP landscape. Share like, tag and retweet folks!
medium.com/@sssnuru/a-deep-d…
Thanks @INCLUDED_VC @emollick @DelJohnsonVC
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Celin Phoen retweeted
7 Sep 2022
As head of marketing at Gusto I shifted us from "growth at all costs" to profitable growth.
ARR grew 100x in 4 yrs while CAC <12 mos.
Now every company is asked to do the same.
I shared how we did it in a recent talk to @ycombinator & @sequoia founders.
Here's the summary:
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