This was really fun, and felt a little raw and very honest. Featuring my favorite new t-shirt with thanks to my @yext team. youtu.be/ZkmoG-j9uKU?si=XWSZ…

Breaking: New York Knicks center Mitchell Robinson has suffered a broken right pinky finger and there is no timetable on his return, sources tell @ShamsCharania.

I'm 19 years old. At 16 I sold my unblocked gaming website for $100k. At 18 I sold Cal AI while at $40M ARR. Now, my co just hit $300K MRR a month after launch. The most important lesson I've learned to be successful in consumer is to dumb everything down. 1) Demonstrate the value of your product in 3 seconds or less in any advertising material. 2) Write messaging as if you are talking to a 3rd grader. 3) Make buttons so obvious that you can't get lost. The is the key concept that makes apps viral and also high converting.

Big shout-out to @roam. A teammate had a product suggestion. Nothing big - just a little idea to remove a minor, annoying point of friction that crops up most days in using Roam. I passed the suggestion along at 3:02 PM on Tuesday. It was built by 10:30 AM Wednesday. Wow.

April @roam !nvestor Update ARR 123% YoY, $3.25m ARR 6.8% vs last month 1,006 logos 1,000,000 meetings, ~5,000,000 chats -115% NDR *The Office That Thinks* ... Where People & AI Agents Collaborate.

Respectfully, @allinpod and @davidsacks @friedberg and @chamath are getting it wrong on the Medallia meltdown. Tying to AI eating their business is premature and doesn't reflect what is most likely driving this. There's plenty to pick on here, and if they're not innovating the AI risk is FUTURE risk - but too much emphasis on that in the breakdown. The actual problems here are a bit simpler: - exorbinant entry price 11.5X revenue and 145x EBITDA for a business growing less than 20% per year - slowing growth rate (like everyone else) - not profitable enough to sustain debt and allow refinance - tough choice for Thoma Bravo to either put more equity in or let it go. This deal was a catastrophically bad entry point, into a business that had to assume growth acceleration to EVER get to an exit price that worked. Absolute top of market that has fallen precipitously since the deal.

Thanks to the 350 @roam and @FlexSuperApp customers who stopped by my home last night for Miami Tech Week!

I deleted Twitter in 2020. Trying again, lets see how this goes. "Good Night. Sleep Well. I'll probably kill you in the morning." - Dread Pirate Roberts