Entrepreneur, investor, occasional racing driver
Joined July 2019
- Tweets 5,316
- Following 793
- Followers 673
- Likes 21,382
394 Photos and videos
Pinned Tweet
21 Oct 2019
Neumann wins the tech bubble. We can all just go home now.
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Zuck stands shoulder to shoulder with the President... In actively working to impair decades of progress.
So apparently after Meta leadership:
- Force reassigned some of the best devs on teams to AI data labelling fulltime
- Laid off another 10%
- Started to record every dev’s screen in the US 24/7
They now realized that it has, indeed started to destroy their eng culture. And are now trying to walk back.
All of the above was unprompted, not forced by anything external or even business reasons (Meta recorded record revenue, record profits)
The biggest self-inflicted eng culture destruction I’ve seen in a matter of weeks
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Yup.
And then at the end the guy wakes up and says some throwaway line about you being a bit small for their fund.
And then next week he funds an incorporation-day fraud because his friend told him it's hot.
And then he asks to come into your next round.
(hypothetically)
Jun 2
I was once pitching in a board room at a top 3 VC firm for a $15M Series A.
12 people in the meeting. One of the GPs fully fell asleep. Out cold for 30 minutes. Nobody acknowledged it. Everyone just kept going.
I kept presenting my Series A slides to an unconscious man in a Herman Miller chair and somehow that was considered normal. That's venture capital.
You might fly across the country to perform for people who may or may not be conscious.
It's a dance.
And sometimes you lead and sometimes you follow and sometimes your partner is unconscious.
If you're raising right now, just know: every founder has a story like this. The process is weird. The power dynamic is weird. You're not crazy for thinking it's weird.
No one talks about it because they want to continue raising. But I'm happy to stick my neck out there.
It is weird.
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Obviously these are ceasefire celebration fireworks.
People can be so manipulative these days.
Jun 2
Dashcam footage shows the potential interception of an Iranian ballistic missile or the self-detonation of Patriot surface-to-air missile interceptor earlier over Kuwait, during tonight’s attack by Iran.
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Impatient Capital retweeted
May 27
Zume, Juicero and Magic Leap walked so the @Ferrari Luce could run.
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The modern leadership playbook! Say literally anything that would be convenient to be true, ignore the noises countering your leadership with annoying logic and/or facts.
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I, for one, am shocked that the bonesaw people were not to be taken at their word.
Apr 29
Breaking: After weeks on life support, LIV Golf has lost the funding of its Saudi backers, sounding the death knell for the upstart league that split pro golf on.wsj.com/4uaDMg4
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lol no he's just confident that once the notion of these shares is in there, he'll walk down the milestone over a couple cycles to a rubber stamp.
Still never know whether smart people are falling for his same shit after all this time, or they're just in on the grift.
This is incredible:
Elon Musk will receive 200 million super-voting shares in SpaceX ONLY IF the company establishes a permanent Mars colony with at least 1 million people.
In other words, Elon Musk will only receive this pay package if 1 million people live on Mars.
In other words, Elon Musk's biggest goal is now establishing a colony on Mars with a similar population as Dallas, Texas.
Musk is so optimistic about this goal that the vast majority of his pay is now contingent on it.
Life on Mars is closer than many expect.
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Can't get more 2026 than this:
A superyacht linked to sanctioned Russian billionaire Alexey Mordashov sailed through the Strait of Hormuz...one of very few vessels to transit the blockaded shipping lane at the heart of the U.S.-Iran conflict.
reuters.com/world/middle-eas…
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125k follower "research" account says the death of SaaS has been widely under-reported and under-discussed. OK.
Apr 25
SaaS is cooked and nobody's talking about it
Figma: -67%
ServiceNow: -54%
Snowflake: -42%
Adobe: -33%
Salesforce: -32%
In 6 months.These aren't meme stocks. These are the backbone of corporate America.The market is asking one terrifying question:
If AI agents can do what ServiceNow, Salesforce, and Snowflake do why pay $50-100/seat/month for the software?
Nobody has a clean answer yet.That's the problem.
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Chuckling at my good friend pointing out that @MikeBloomberg refuses to this day to sell me a bbg license because a company I founded (and since exited) competed with like 1% of his business... But no worries selling a terminal to someone who denies Mike's right to exist!
Vibe-trading digital oil is like vibe-hedging in treasuries during Hormuz risk-off. Both share one house of cards that works on paper.
Difference: oil at least has Dated Brent. Treasuries? Vibes all the way down.
EUCRBRDT Index GP <GO>
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Next logical phase of the cycle:
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The cruise ship industry, hardened by COVID, dismisses your childish mines and petty shellfire.
Apr 19
Earlier today, a convoy of 4 cruise ships ran the Strait of Hormuz at full speed, sailing under fire through the Iranian-declared minefield.
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Makes you miss the good old days when powerful nations would destroy civilian infrastructure under at least the pretense of "underground weapons bunker" or "secret meeting of top officials" or at least middle malfunction or something.
We used to be a society.
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Actually seems like Iran is being super rational?
Its back is against the wall, nothing to do but fight and try use every possible ounce of leverage.
Apr 4
Iran can remain irrational longer the Donald Trump (and the global economy) can stay solvent.
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Which is why he probably won't ask them what they think about his government come November.
ABSOLUTE BOMBSHELL on CNN: Donald Trump now has the worst net approval rating among independents of ANY president ever. He is literally polling 10 points worse than Richard Nixon right before he resigned. The American public has abandoned him entirely!
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We didn't need to wait for this to happen, everyone saw that it was inevitable the second cars ran in testing. Insane, borderline criminal arrogance from the FIA.
Carlos Sainz says “we were lucky” after Oliver Bearman’s high-speed crash during the Japanese GP 🚨
The Haas driver was travelling at 191mph when he went off while taking avoiding action, spinning across the track and hitting the barrier.
He climbed out gingerly, limping and holding his knees, before being taken to the medical centre and later released after an X-ray.
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A) this is great.
B) I'm biased, because it happens to fit my own unifying theory on startups, which is that they're not complicated, just hard. The "what" is very often pretty simple and digestible; the alpha is in the doing part.
Drop the playbooks and just go execute.
Mar 19
This is the most interesting thing I've read in like 3 years colossus.com/article/we-have…
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Anyone know what the deal is with some ads showing "Ad" on the top right, and others not? Don't follow this Jenny person, it's appearing in recent ordered following feed, and doesn't have a time marker (eg 2h or whatever).
Seen a few of these today. Never noticed before.
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Impatient Capital retweeted
Mar 17
6. Giveaway:
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RT comment “Durable” on the post below with your dream business and we’ll send it to you.
Mar 17
Introducing Durable.
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RT comment “Durable” and we'll build your business for FREE.
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