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OH at Toronto Tech Week… Imagine charging struggling entrepreneurs $250 to pitch to tier 5 investors who aren’t going to invest in your company anyway… ☠️☠️☠️

I’m happy for you Cursor , but Axiom may be the most impressive & underrated company of all-time. - Cracked Founders - 700M+ revenue run-rate - 175M+ revenue / employee 🤯 - <6 months since launch

MBAs have lost PMF.

One of the perks that needs to be advertised more in Toronto is the 40% currency adjusted discount you get on Chipotle compared to SF.

Anyone building a name-tag startup that doesn’t take a chunk of your clothes?

Crazy to think Wallstreet bet so heavily against Zuckerberg in 2022. I genuinely think Meta has the best shot at becoming the world’s first all-encompassing $10T+ company, followed by Tesla #2.

+1 to having him crush our interviews but getting his offer rescinded shortly after 🥲

Interestingly enough, Soham still has 3 pretty viable paths for his comeback arc: 1) Getting Poached by Meta for $100M 2) Signing a max documentary deal with Netflix 3) Raising from VC & starting a 100x of everything company

Software is the world’s ultimate equalizer - doesn’t matter what your background is or where you come from. All you need is a laptop & to build something people want, & you can literally conquer the world.

I’m not big on identities, but I am extremely proud to be American. This is true every day, but especially today—I firmly believe this is the greatest country ever on Earth. The American miracle stands alone in world history. I believe in techno-capitalism. We should encourage

1% better everyday.

The total value of all public companies in the tiny Bay Area (population 8M) is greater than India, Japan and Germany (population: ~1680M) combined. There’s a reason why it’s called the global hub of innovation.

If VC is competitive now, the ‘what if everything goes right’ scenario on liquidity will send it to the stratosphere. $140B of market cap from this year’s IPO ($CRWV, $CIRC, $HNGE, etc.) YTD. $160B annualized M&A. Now add Figma and Navan—another $30B of market cap. What if

With AI reducing the barrier of entry for development, many SaaS businesses will become akin to the Food & Beverage industry. Hyper competitive, low margins, pricing wars - the main differentiators will be PE-esque operating leverage + founder brand / distribution + speed.

It’s as easy as this - ship & launch. Rinse & repeat.

Literally the best time in history to be a builder.

If your CEO is inviting you to Coldplay concerts you’re ngmi.