Trace Cohen (@trace_cohen) 's Twitter Profile
Trace Cohen

@trace_cohen

Six Point Ventures pre/seed fund focused on Vertical Ai 🇺🇸🇮🇱 Angel in 30+ startups 😇 // 2500+ read my startup VC newsletter weekly 📝 👇

ID: 13955342

linkhttps://startupstechvc.beehiiv.com/subscribe calendar_today25-02-2008 18:58:10

40,40K Tweet

19,19K Followers

9,9K Following

Trace Cohen (@trace_cohen) 's Twitter Profile Photo

Is early-stage venture really “healthy”? Seed & Series A valuations are rising again—but the number of rounds being raised is dropping sharply. According to Carta Peter Walker Q1 2025 had: 1.Only 343 Series A rounds, down from 845 at the peak 2.628 Seed rounds, almost

Trace Cohen (@trace_cohen) 's Twitter Profile Photo

Who has the data on VC backed startups that IPOed and scaled etc VS CEO that got replaced etc Jack is still an amazing founder etc creating $44B and $30B companies.

Trace Cohen (@trace_cohen) 's Twitter Profile Photo

I got added to some list and am getting hundreds of direct text only random pitches… Can’t block it and get canned responses back when I ask where they got my email Booo Ai

Trace Cohen (@trace_cohen) 's Twitter Profile Photo

The average person has like 3 friends ish but Zuck thinks with Ai you can have 15 ish. So many people, especially older are “lonely” which he def caused but someone else would have done it either way, so will these Ai companions be a net positive over all? Maybe.

Andrew Ross Sorkin (@andrewrsorkin) 's Twitter Profile Photo

Warren Buffett this AM: "Trade should not be a weapon." “It’s a big mistake in my view when you have 7.5 billion people who don’t like you very well, and you have 300 million who are crowing about how they have done." “We should be looking to trade with the rest of the world."

The Transcript (@thetranscript_) 's Twitter Profile Photo

Buffett on reading financials: "That’s something we’ve never really talked about publicly, but I actually spend more time looking at balance sheets than income statements. Wall Street often focuses on income statements, but I like to study balance sheets — ideally over an 8 to

Trace Cohen (@trace_cohen) 's Twitter Profile Photo

Remember 2021 when Tiger invested $75B in one startup a day? Now big funds are doing the opposite with dozens of investments highly concentrated into a few dozen startups.

Remember 2021 when Tiger invested $75B in one startup a day? 

Now big funds are doing the opposite with dozens of investments highly concentrated into a few dozen startups.
Robert Sterling (@robertmsterling) 's Twitter Profile Photo

“Why doesn’t that old, rich guy just retire already? He must not have a purpose in life outside of money!” Like a lot of people, I used to think that way. But it’s wrong. Fundamentally, there are two things humans do: We produce and we consume. That’s it. Most of us,

“Why doesn’t that old, rich guy just retire already? He must not have a purpose in life outside of money!”

Like a lot of people, I used to think that way. But it’s wrong.

Fundamentally, there are two things humans do: We produce and we consume. That’s it.

Most of us,
Trace Cohen (@trace_cohen) 's Twitter Profile Photo

If a big LP basically ETFed emerging managers and actually co-invested into best companies with meaningful allocations, they could significantly increase their returns. It would take a lot of work and be risky for that person though.

Trace Cohen (@trace_cohen) 's Twitter Profile Photo

Coming for the king like Chamath and that didnt end well… Either way investing in American is different from hiring only 100% American. Stark difference between capitalism, populism and America first.

Dave Portnoy (@stoolpresidente) 's Twitter Profile Photo

I’m all over this. Mike Wade wasn’t there. Mo Khan most certainly was. The 2 bottle service girls who did it have already been fired. I talked to Wade. He was crying. I have Mo Khan’s cell and talked to his buddy who did it. I gave them 1 hour to make it right

Dave Portnoy (@stoolpresidente) 's Twitter Profile Photo

Emergency Press Conference - I’m sending the people who ordered the “Fuck Jews” signs at my bar to Auschwitz to learn about the Holocaust. Rather than ruin a couple 20 year olds lives maybe this can be used as a teaching moment

Trace Cohen (@trace_cohen) 's Twitter Profile Photo

OpenAI is rumored to be buying Windsurf. Cursor’s now solo at a $10B valuation. Will Anthropic make a move? Will Grok/X scoop someone up? Microsoft? Google? Supabase, Replit for $5B+ The AI-native tool wars are heating up—and Big Tech’s shopping spree is just getting started