Often building & investing. Writing frequently. Golf, Hockey, NY Rangers. tomlombardozzi.com
Joined March 2018
- Tweets 2,861
- Following 5,529
- Followers 1,035
- Likes 1,453
270 Photos and videos
This random guy put a projector on his balcony and created lifetime memories for hundreds of people.
This is why New York City.
The entire city of New York singing “Empire State of Mind” by Jay-Z and Alicia Keys following Knicks’ NBA Finals win.
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Jun 11
A place to stay up to date with the National Defense markets.
I love America and I love the way that some of our top founders are working on problems that benefit our incredible nation.
To stay on top of these stories I built a bloomberg-like dashboard to constantly stay in the loop. I built it for myself, but I thought I'd share.
Some top voices in the space:
@JTLonsdale / @8vc /@Lux_Capital / @wolfejosh / @KTmBoyle / @espricewright / A16z American Dynamism / more
arsenalecap.com/defenseos
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Jun 3
Refreshed Link: arsenalecap.com/information/…
Apr 8
I've seen a lot of portfolio monitoring tools for investors and they are incredible, but the ability to pull and synthesize massive amounts of data is easier than ever.
Each company should have their own, customized, bloomberg-like view.
So I built an example: @OrnnExchange
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Jun 1
What's the line for OpenAI filing? By end of next week for sure right?
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Jun 1
I think this is a really good take of the market right now.
The best new investors will partner with founders to provide execution speed through relationships, capital, and more.
IMO investors should work as long of hours as founders helping build these companies
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May 28
I think this is some of the best research done in the world of Financial AI.
Well done by the Rogo team
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May 19
Magnificent X coming soon
Alphabet
Amazon
Apple
Meta Platforms
Microsoft
Nvidia
Tesla
New additions by end of 2026
SpaceX (June IPO)
Anthropic (Late summer IPO?)
OpenAI (Fall IPO?)
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May 13
Where is Sean Parker to come in and make this number $1T
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May 12
How do you measure quality of ARR for a company like this?
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May 11
I just upgraded to the Max plan and canceled my OpenAI subscription.
The products are just better.
Anthropic revenue ramp:
2021: Founded
2022: $10 million
2023: $100 million
2024: $1 Billion
2025: $9 Billion run-rate
January 2026: $13 Billion run-rate
February 2026: $19 Billion run-rate
March 2026: $30 Billion run-rate
April 2026: $44 Billion run-rate
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May 5
Totally makes sense. Because surely a $52 billion company doesn't have harsh code review practices.
“Non-technical teams are now shipping production code”
Yeah, I’m closing my account today
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May 4
This essay is a great read for someone wanting to understand why a tee-time at Pinehurst is $650.
Also shows why good designers and branding has jumped 10x in value.
Apr 30
SCARCE ASSET SUPERCYCLE
notboring.co/p/scarce-assets
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May 1
Two words.
Ryan Callahan.
Jed Ortmeyer is out as #NYR director of player development, per league source.
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