San Francisco is such a joke. Gone for 45 minutes. Nothing in the car. Come back to glass all over my kid’s car seat.
To file a police report (for the stats, since crime isn’t actually down): call the police, don’t pick up, call again…
Expectations today are that companies become larger, faster. International exposure is a major growth driver for companies that want to continue to beat expectations and for entrepreneurs who want to build global leaders.
Lot of changing jerseys recently 🧐
Consumer -> AI
Crypto -> AI
Fintech -> AI
Media -> AI
Real Estate -> AI
Retail -> AI
Healthcare -> AI
Enterprise -> AI
We
@GeodesicCap
talk about it constantly, but in the wake of the events of the last few months, enterprise cloud adoption has accelerated. Digital transformation isn't a new trend but it's crazy how this is just the beginning
@eladgil
Could you view this talent capture as defensive?
Tie up good people so you don’t have to worry about them competing head on?
Layoffs + salaries/share prices dropping -> comparably less attractive offers -> new exciting projects from those people
The software industry continuously improves upon itself so it should be no surprise how we got to this golden age of software. APIs are finally having their time in the limelight and there's no end in sight.
The last week was fantastic for
@WarpBuilds
- we saw all time high usage (again), and also introduced new github actions runner sizes - up to 32 vCPU (looking at you rustaceans 🦀) with even better performance!
- 2, 4, 8, 16, 32x instances on arm64
- 2, 4, 8, 16, 32x instances
.
@mX
has defined financial technology excellence in its pursuit for intelligent personalized banking for its billions of customers globally. We
@GeodesicCap
are proud to partner with
@Ryan_Caldwell
and the MX team as they continue their journey
1/ I’m thrilled to share that I’ve joined
@QuietCapital
as a Partner! After 8+ years as a founder & operator, I’ll now be investing in and helping start, build, and scale the next generation of category-defining crypto + fintech + consumer companies.
People aren’t talking enough how MJ landed a punch on Reggie and kept playing but Draymond lost his balance and breathed on LeBron and was suspended
@MichaelSwander
@dlswander
@chriszeoli
$8b run rate of a company that did $126b last year (and acq’d for $26b). It’s a nice biz but could be so much better if MSFT put emphasis on it. People use out of necessity, not love.
Anecdotally, Instagram generated $20b rev in 2019 (+100%) of FB’s $71b 🤯 (and act’d at $1b)
10 years into our journey, with more than 300 million cards issued and a group of incredible employees, customers, and partners, we're so proud of where we are today – ringing Nasdaq’s opening bell.
#moderncardissuing
#MQlisted
@varadhjain
Long cold emails. Cold emailed
@clineyy
. It took a few follow ups but here we are. Married. Watching Netflix together on our couch. In quarantine. A decade plus later.
@michelletandler
Legendary political move.
Frame it as for education since only monsters would say no, give them the “option” to “do the right thing”, shame them when they don’t, score ongoing political points that you fight for the masses.
When you could spend there to start.
Will AI Cannibalize Venture Capital?
Did venture capital dollars fund the industry's own demise?
Do companies need to raise as much money if their cost structures significantly improve?
How are funds positioned?
@supercruisecap
is built for this.
Huge congratulations to
@reneehealthapp
on today's launch. Healthcare just got easier for everyday Americans!
It's been exciting and rewarding to be an investor from Day 0.
Check it out:
I've had the chance to watch Ozan Unlu and
@yildiz
build an A+ org at
@edge_delta
for over a year. The team is fundamentally improving monitoring and observability. Today,
@QuietCapital
is excited to lead the $63m Series B.
We have big news! Edge Delta raised a $63M Series B to deliver observability without compromise. This funding will help us continue pushing observability upstream to the data source. Observability starts with Edge Delta and we’re just getting started.
Curious how many companies include
#digitaltransformation
as strategic priority in upcoming investor updates.
COVID has shown unforeseen threats to all businesses globally.
Infrastructure for remote work, even if just as backup, will be req’d for business resilience.
I want to thank the whole team
@GeodesicCap
. It has been an amazing few years and I've gotten to work with some special teams. The power of the Geodesic Platform grew quickly, the proof of which is the portfolio
I had a chance to collaborate with
@jameskondo
in aggregating some of the basics for companies thinking about entering Japan 🇯🇵
The team
@GeodesicCap
is here to discuss any and all of these points and look forward to doing so.
@hvacisme
@VijarKohli
@karenbforster
@Jason
High tech literacy, close ally with U.S., similar IP laws, large Econ, highly educated, good infra, tech-supporting govt, loyal employees
most important devotion to high quality craftsmanship
Also, it’s amazing in just about every other way!! 🇯🇵
@Jason
am I missing anything?
My sister
@sealy_laidlaw
's company
@ZenoEOS
is finally out of stealth and I'm super excited to finally understand what she's been working on. With her as CEO, success is the only option. Keep your eyes on this one.
Understanding the trade-offs between spending for growth & minimizing cash outlay is more important today than any time in the last decade. Visualizing the impact of a downturn on both top & bottom lines is challenging so I created a simplified breakdown.
Qualtrics turned surveys into a billion-dollar biz without chasing investors. Proves you don't always need a large check to make a big splash. 🌊 What could you do with maniacal focus?
In getting to know and working with the team at Quiet Capital, I've come to admire the approach. The ethos: kind, humble, authentic. The founder feedback: helpful, thoughtful, and trusted
Withco (
@risewithco
) is on an amazing mission to empower local businesses by building long-term equity. Excited for
@QuietCapital
to be a small part of this journey
Super excited to partner with
@DrReneeDua
on HeyRenee (). Focusing healthcare on patient care and helping patients get the care they need is so needed.
It’s been hard to be positive based on what’s going on so looked for inspiration from some of the greats.
“Remember, my son, that any man who is a bear on the future of this country will go broke.” - JP Morgan
Investors from SF to Miami are scrambling to write Substack pieces on how they've always said multi-tenancy and redundancy are top 3 priorities for cloud startups
Free advice for leaders everywhere: tone is set at the top
Whether it’s a team, household, company, or country, those around you look to you for how to act
Be the example
Despite recent media skepticism, I’m passionate and bullish about the future of self driving technology.
I had a chance to explain why during the
@KeizaiSV
Mobility Innovations event last week.
Here's our conversation, w/ my thoughts starting at ~6:50.
If you aren’t kind to founders or don’t even take the time to reply, and then have a junior person cold email them after they announce a splashy round, don’t be offended when they tell you to go🖕yourself.
Founders don’t forget…
While AI continues its headline-grabbing...
We have multiple unidentified objects shot down in US airspace, a chemical environmental disaster, and quarterly results mostly with variations of "customers are dialing back spend"
Don't think we're out of it just yet
We’re almost a year into ChatGPT being publicly available and a lot has happened.
A lot of noise but pay attention to use case developments and user/usage retention.
Still pretty unclear which products are sustainable until they prove it. Particularly with AI rate of change.
As national debt stacks and taxable income drops, the only logical and viable way out is to grow (or cut national spending, which we know won’t happen).
Repealing Section 174 is a sure fire way to hinder innovation and growth and ensure pain for years to come.
My prediction as an investor
@GeodesicCap
is once the dust settles, the adoption of DevOps, SaaS, cloud or hybrid infrastructure, automation - anything that can be bucketed as
#digitaltransformation
- will accelerate from pre-COVID levels because it will be a top down priority.
International expansion requires teamwork, experience, and support. Thankful for our team
@GeodesicCap
, our partners, and our investors. And honored by the entrepreneurs who trust us to guide them along their journeys
#geodesicforum2020
@AmbassadorRoos
Visionaries, what’s your secret sauce for keeping operational costs low while pushing the boundaries of innovation? 🌿✨
#CostEfficiency
#StartupInnovation
Do we think investor enthusiasm for software companies has fallen or investor enthusiasm for software company valuations has fallen? It's seemingly the only category (including AI) where valuations haven't fallen off a cliff (and they've still fallen a lot)...
@EricNewcomer
Bootstrapped doesn't mean alone. Building a profitable business from the ground up is tough, but so rewarding. Who's your prototype? Share your stories!
There is a lot of work to do both for founders and to build up Quiet itself in the years to come. I'll be busy working quietly 🤫 behind the scenes. I can't wait to get started
Achieving startup success without the burn rate! 🔥 We love seeing new ventures pioneer with capital efficiency. What's been your biggest growth hack without breaking the bank?
#LeanStartup
#Innovation
Ever wondered how capital-light startups transform small investments into massive growth? It's all about disciplined scaling and sharp focus.
#growthmindset
#startuplife
Interested to see future churn patterns for companies with upticks in users/subscriptions since SIP
Consumer-style growth and decay curves for enterprise products will be 🧐