Oz Nur @oz_notes
crossover @Wellington_Mgmt New York, NY Joined January 2019-
Tweets1K
-
Followers354
-
Following1K
-
Likes5K
Big news for team Ninja: Today, we announced a $12.3B valuation, backed by some of the foremost investors in all of tech. We’re grateful for our nearly 40,000 customers and partners for your continued trust and support. We look forward to navigating today's and tomorrow’s biggest IT challenges together. More on what this means for our business and yours: see.ninjaone.com/uqeDm
Dylan Harper’s layup package is a Cheesecake Factory menu.
@packyM feature, not a bug, for a long and successful career
@heykojo damn flipped since dinner days ago! why?
i think for retail to meaningfully fund these IPOs given the dollar amount of flows, have to see it coming out of crypto/btc, prediction markets, other retail darlings (PLTR etc). i think persona for incremental retail buyer is typically looking for significant upside potential, which is why i grouped these together
the reiner dwarkesh pod is an awesome format, i feel viscerally like im learning. also fighting for my life trying to keep up
@JaredSleeper the skepticism on AI ROI / HS capex concurrently with death of software is another odd one. one thing on the neoclouds: they’re the most reflexive stocks to express supply crunch but their burn / balance sheets make them scary.
This efficiency point is one I’ve been stuck on too. You have to go company by company (to your point, Anthropic would stand out from any perspective). However, a meaningful percentage of AI-native growth trajectories are underpinned by compute pass-through (inference businesses) or token pass-through (applications) that ultimately point more to insatiable demand for the underlying infrastructure than to durable standalone economics. There is a bull case where the cost curve improves and AI natives create more value on top, but for the time being we should be cautious about touting “xx-employee company reaches xxx ARR” when the gross margin profile is masking how much of that revenue is effectively a conduit for compute or token consumption. There are rhymes with infrastructure software, where early negative gross margins were a natural feature of scaling (when, not if) — but that analogy can be applied imprecisely to many of the companies we see today. ARR per FTE still means something, but it doesn’t mean exactly what it used to — in a world where revenue can scale on the back of pass-through compute and token demand, the metric captures velocity without fully distinguishing between genuine operating leverage and infrastructure-subsidized growth. I’m sure it will evolve to carry more signal, but it’s hard to overlook that many of these trajectories are riding voracious underlying demand for compute and tokens, often at negative margins.
@andrew__reed catches me off guard when you toss in an insightful post in a sea of dad jokes and niche humor
Ruben Harris @rubenharris
67K Followers 45K Following CEO @OutRivalAI (YC W19) Outbound AI Agents for Education, Insurance, and Travel | Cellist 🎻 | Prev @Career_Karma @AltSchool @Honor @Hustle
Lavonya Jones @CoachLavonya
3K Followers 5K Following Founder @ConsciousFunded | Formerly @morehouse @hbcuvc @cau_cied | @_HamptonU Alum | #FightPoverty #CreateJobs #ImpInv #BCorp #SDGs
Arlan 👊🏾 @ArlanWasHere
116K Followers 18K Following Proud founder of @Backstage_Cap💯 + @HireRunner💜🏃🏾♀️, Author IT’S ABOUT DAMN TIME, Host YOUR FIRST MILLION, @QueerGermanGirl’s WIFEY😍@generalhospital fan📺
Ryan W Simonetti @rwsimonetti
4K Followers 4K Following CEO & Co-Founder of Convene | Co-Founder & Chairman of Ease Capital | Father | Entrepreneur | Investor | Life philosophy = 1% better each day. Views are my own.
phil bronner @pbronner
1K Followers 743 Following Cofounder @ardent_vc, investing in b2b embedded finance, marketplaces, and vertical saas+. Father of 3, LUCKY husband, Wizards, and Commanders fanatic
Mac The VC @MacConwell
100K Followers 40K Following Managing Partner @RareBreedVC | underrepresented founders | Hacker turned Hustler | Entrepreneur | Vampire | Former Gamer | @inside | @KauffmanFellows class #26
Del Johnson @DelJohnsonVC
22K Followers 4K Following "The Most contrarian thinker in VC" & Father of Modern Venture Capital. VC, Angel, LP. prev: @Google @Oracle @ucberkeley @Columbialaw
Mustafa (in NYC) @mustafa_2vec
1K Followers 3K Following Agents @agnoagi | Polyagentamorous | Views are my own
Barry Schwartz @bschwartzbnn
15K Followers 3K Following President & ClO at Baskin WeaIth Management. Baskin WeaIth or l may own stock mentioned in tweets. None of this is advice - do your own work!
Samriddho @sam_ridd_ho
2K Followers 4K Following Building something tacit. Prev built AI agents for GTM (acq. by @oracle) also a close up magician. @ucberkeley 🦁
Mo Spolan fka Nimble ... @NimbleOpinions
2K Followers 3K Following Equity Analyst at Weitz Investments
Autin Lieberman @_LiebermanAstin
543 Followers 7K Following I explore high-potential stocks with 10x growth possibilities. Discover top small cap stocks you haven’t heard of at https://t.co/0Q0tMiUfCv
Tom Ritzow @TRitzow33946
19 Followers 235 Following
Tyler Denk 🐝 @denk_tweets
44K Followers 25K Following cofounder/ceo @beehiiv. former product at youtube, morning brew. creator of @bigdeskenergy 🕺🏽
Endowment Eddie @endowment_eddie
7K Followers 1K Following Investment generalist seeking elite asset managers. Unlimited time horizon. Views are my own, some parody.
Shiv Rao, MD @ShivdevRao
3K Followers 2K Following Building @AbridgeHQ + random musings at intersection of Warp records, late 90s skateboarding, Vincent Van Duysen, and cardiology.
Annie Case @anniecase1
10K Followers 1K Following investor | prev partner @kleinerperkins, @uber, @bainandcompany, @rock_health, @stanfordwsoccer
Sakib Jamal @skbjml
3K Followers 4K Following a student of the craft | early-stage investor looking for complex ideas in ‘weird’ niches cracked open by AI or fintech/credit | 🇺🇸 🇧🇩
Finn Murphy @FinnMurphy12
8K Followers 2K Following GP @Nebularvc / cofounder @projecteleven / first lead check @teamoratomic @starcloud_ - I like things that do stuff
Fjord Phil @FjordPhirl
238 Followers 5K Following 🇳🇴🛢️⚓️⛏️ESG Denier || Greenhorn || Tanker Gang I| Offshore || Mining Moron || LONG $RIG @Nortilus Founder
0xkht @0xkht106
51 Followers 6K Following
Ngoc Diem Ly @Zinnia_USA
614 Followers 807 Following Vietnamese descent | Owner of multiple businesses | Involved in tech and business | Loves golf, pickleball, tennis, cycling, and gardening 💬
RosalindJessie @Eq3W7aum90Is5
0 Followers 1K Following
becky @usizim
254 Followers 7K Following Official Twitter for the Illuminatiam. Tweets may be archived and replies may appear on TV or in print. A Read the Illuminati Testament🔺👁️🔺
Selina Wang @selinazwang
718 Followers 445 Following
Theresa @2v4u33DPFak0u3b
29 Followers 810 Following
WinifredCoffey @07RWAbJqX1rMWyp
32 Followers 1K Following
BblytheRockefeller @nhpDF9wtp30xZ5P
54 Followers 1K Following
Jared Sleeper @JaredSleeper
18K Followers 2K Following Partner at Avenir, where I invest in startups. Here to bring some analytical irreverence, while trying to add a little information to the world. Views my own.
Jon Ma @jonbma
15K Followers 3K Following CEO @Artemis | ex @InsightPartners @Whalerock @Publiccomps | Crypto / Fintech / Software Analyst
Paris Heymann @ParisHeymann
653 Followers 518 Following investor, New Yorker, lover of coffee & chess
Saadia @Xofo97445
17 Followers 357 Following
Truffle @Seaxed8595127
59 Followers 2K Following A little bit of sunshine mixed with a little hurricane.
BenGraham_Edge🇺�... @Ausawwaw566
43 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Bufu @Bufu641370
27 Followers 2K Following
Taudo @Taudo6524660
6 Followers 42 Following
CommodityCycles🇺�... @Guecar1488
46 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Walter Mann @MannWalter18375
90 Followers 5K Following
FUNDA @FundaAI
26K Followers 979 Following The full-stack research platform for public equity investors. https://t.co/0xRZegn2ep
TeslaEnergy💲 @TeslasEnergyX
0 Followers 42 Following Produce & Store Your Own Energy With Solar Panels, Solar Roof & Powerwall
Nerissa @Adalxi268
0 Followers 178 Following 🌟 tracking Nasdaq trends lover, market heroine! eager for pro tips. DM me about gold investments! 🔥 #OptionsTrading
Michal Valko @misovalko
9K Followers 9K Following Founding Researcher @ Isara Labs & Inria & MVA. Ex: Llama @AIatMeta; Gemini & BYOL @GoogleDeepMind. LLMs, RL, alignment.
Henri Pierre-Jacques @hpierrejacques
45K Followers 460 Following Founder @HarlemCapital tweeting about life lessons & VC 🇭🇹 ⛪️🤵🏽
@aholidayiii @AHolidayiii
5K Followers 320 Following Co-founder @645Ventures | Board Member @Cornell_Tech | Ex @GoldmanSachs
Ruben Harris @rubenharris
67K Followers 45K Following CEO @OutRivalAI (YC W19) Outbound AI Agents for Education, Insurance, and Travel | Cellist 🎻 | Prev @Career_Karma @AltSchool @Honor @Hustle
Mercedes Bent @mercebent
19K Followers 859 Following Building smthng new. Run Surreal (eng/research community) & SciFi Club. Past: @Lightspeedvp Invested @Moonlake @SuperMeAI @hyperspell @Stori_MX @getHoneylove
BLCK VC @BLCKVC
16K Followers 409 Following Black investors make up less than 3% of the venture capital industry—we empower and support them.
Sheel Mohnot @pitdesi
199K Followers 4K Following I write my own tweets. politically centrist, abundance minded. Work: @btv_vc, leading pre/seed rounds in fintech & vertical AI
Kanyi Maqubela @km
40K Followers 773 Following lover, not-fighter. building and funding startups: @kindredventures, @heartbeat
Morgan Cheatham, MD @morgancheatham
13K Followers 2K Following partner, head of healthcare + life sciences @BreyerCap | medical geneticist @harvard | editorial @NEJM_AI @decodingbio | bayesian
Lavonya Jones @CoachLavonya
3K Followers 5K Following Founder @ConsciousFunded | Formerly @morehouse @hbcuvc @cau_cied | @_HamptonU Alum | #FightPoverty #CreateJobs #ImpInv #BCorp #SDGs
Bill Gurley @bgurley
755K Followers 2K Following Founder/President @p3institute Author: Runnin' Down a Dream, pre-order link below! Founder: Runnin' Down a Dream Foundation VC @benchmark Trustee @sfiscience
yoni rechtman @yrechtman
15K Followers 1K Following digitally native vertical boy | partner @slow | writing a weekly newsletter
Arlan 👊🏾 @ArlanWasHere
116K Followers 18K Following Proud founder of @Backstage_Cap💯 + @HireRunner💜🏃🏾♀️, Author IT’S ABOUT DAMN TIME, Host YOUR FIRST MILLION, @QueerGermanGirl’s WIFEY😍@generalhospital fan📺
Rick Zullo @Rick_Zullo
12K Followers 941 Following Founder / Managing Partner at @EqualVentures - Investing in the future of climate, insurance, retail and supply chain
Blake Robbins @blakeir
68K Followers 2K Following hanging out on the edges of the internet @hiddencap co-host @gamecraftpod prev. @benchmark @ludlowventures
Ryan W Simonetti @rwsimonetti
4K Followers 4K Following CEO & Co-Founder of Convene | Co-Founder & Chairman of Ease Capital | Father | Entrepreneur | Investor | Life philosophy = 1% better each day. Views are my own.
Daniel S. Loeb @DanielSLoeb1
177K Followers 2K Following Investor in public and private equity and credit securities. Sometime purveyor of dad humor.
Natasha Mascarenhas @nmasc_
54K Followers 5K Following I write about venture capital & the circles that run Silicon Valley for Bloomberg @technology. Find me on Signal at +1 925 271 0912.
JC Bahr-de Stefano @jbahrdestefano
4K Followers 2K Following Doing things such as Investing in fintech @btv_vc 💸 Running 🏃 and playing footy ⚽ Writing ✍️+ thinking out loud 🤔
Ben Braverman @braveben
9K Followers 1K Following Managing Partner @Saga_Ventures Profound, Mercury, Anduril, Fleetworks, Owner, Stand, Hadrian, Varda, Terrafirma, Monaco. Former CRO Flexport. Growth cures all.
immad @immad
432K Followers 3K Following CEO @Mercury. Investor: @RappiColombia, @Airtable, @Rippling, @SubstackInc, @AppliedInt, 300+. Cohost of Founders in Arms Podcast.
Reiner Pope @reinerpope
19K Followers 459 Following CEO and founder, @MatXComputing, developing high throughput chips tailored for LLMs
Hersh Desai @Hersh_Desai
9K Followers 2K Following Investing in startups with @natfriedman + @danielgross; run @aigrant and the Andromeda Cluster; stan dogs and warm carbs & cheese; tech/AI for human flourishing
Christina Cacioppo @christinacaci
113K Followers 722 Following looking forward to the back half of the chessboard. Vanta.
Chris Olah @ch402
150K Followers 182 Following Reverse engineering neural networks at @AnthropicAI. Previously @distillpub, OpenAI Clarity Team, Google Brain. Personal account.
Sholto Douglas @_sholtodouglas
46K Followers 2K Following Scaling RL @AnthropicAI, ex @DeepMind - working towards intelligence too cheap to meter
Shiv Rao, MD @ShivdevRao
3K Followers 2K Following Building @AbridgeHQ + random musings at intersection of Warp records, late 90s skateboarding, Vincent Van Duysen, and cardiology.
Simon Eskildsen @Sirupsen
18K Followers 835 Following co-founder & ceo @turbopuffer, former infra @Shopify 1k→1m RPS
Marco Mascorro @Mascobot
18K Followers 3K Following Researching LLMs | Roboticist | Prev: Partner @a16z (inv @cursor_ai, @thinkymachines, @bfl_ml, etc), cofounded Fellow Robots, @singularityu, @BMW Research
Simon Willison @simonw
192K Followers 6K Following Creator @datasetteproj, co-creator Django. PSF board. Hangs out with @natbat. He/Him. Mastodon: https://t.co/t0MrmnJW0K Bsky: https://t.co/OnWIyhX4CH
Finn Murphy @FinnMurphy12
8K Followers 2K Following GP @Nebularvc / cofounder @projecteleven / first lead check @teamoratomic @starcloud_ - I like things that do stuff
Nathan Benaich @nathanbenaich
71K Followers 35K Following solo member of superinvestment staff @airstreet @airstreetpress @stateofai @raais
Selina Wang @selinazwang
718 Followers 445 Following
Sarah Wang @sarahdingwang
17K Followers 1K Following General Partner @a16z growth fund. “Excellence is the capacity to take pain”
Christian Garrett @CGarrett_15
9K Followers 4K Following “It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so.“ – Mark Twain
Steve McDermid @MSMcDermid
442 Followers 971 Following
Ramtin Naimi @ramtinnaimi
7K Followers 688 Following Founder & General Partner at Abstract @abstractvc
Clark Tang @_clarktang
12K Followers 452 Following investing @ altimeter // be humble, never stop learning // no investment advice all views personal
COATUE @coatuemgmt
23K Followers 135 Following Coatue is a technology investment platform powering innovation across all stages. https://t.co/3wGjwI58jt
Noam Brown @polynoamial
138K Followers 916 Following Researching reasoning @OpenAI | Co-created Libratus/Pluribus superhuman poker AIs, CICERO Diplomacy AI, and OpenAI o-series 🍓 reasoning models
Fabricated Knowledge @fabknowledge
32K Followers 850 Following Simplifying the world of semiconductor investing in the age of AI. Part of the @semianalysis_ gang. all views are personal
Paris Heymann @ParisHeymann
653 Followers 518 Following investor, New Yorker, lover of coffee & chess
Nikunj Kothari @nikunj
40K Followers 1K Following partner @fpvventures - investing in seed/A. previous: early hire @meter, @opendoor, @atlassian & others. love @shimoleejhaveri + 👦👧
DaRazor @akramsrazor
24K Followers 729 Following Hyyypergrowth, SaaS, Digital money enthusiast, CEFI Skeptic, Oil bull, and Futurist. If you ain't long, you're wrong. Occasional Security Analysis.









































