Ed Suh @edsuh
Founder & Managing Partner https://t.co/nWvFQXqeQY linkedin.com/in/edsuh/ Joined October 2011-
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There is a lot of chatter around how COGS of AI apps will trend over time. But it's much more likely future margins will derive from pricing power. Do we honestly think every AI app will be priced at $20 a month in perpetuity? And would we really stop paying for them?
There are 4 kinds of employees: 1) Don’t know or care there’s a problem 2) Tells you there’s a problem 3) Suggests solutions 4) Already solved the problem last week
There are so many VC podcasts. It feels like every week two people I know start one. On one hand, the more the merrier. On the other hand, instead of new shows, I'd love to see more content from the very best: Acquired, Uncapped, 20VC, Invest like the Best, etc.
For all the people in tech & VC who think 996 is intense, PE megafunds (+ banking in M&A or top tier coverage groups) are next level. 996 in tech is a breeze compared to finance lifestyles
For all the people in tech & VC who think 996 is intense, PE megafunds (+ banking in M&A or top tier coverage groups) are next level. 996 in tech is a breeze compared to finance lifestyles
The mediocre think it’s all about them The best give it all for the company, the mission, and the team. Sometimes, too much. Protect the latter. Jettison the former.
It's remarkable how pretty much all successful people take agency in their lives and their careers, no matter their circumstances or challenges. They don't whine or mope. They just get sh*t done
Betting big on yourself demonstrates alignment and confidence. At the best performing VC firms, there is often internal jockeying on who gets to put in a larger GP commit. At the mediocre ones, partners jockey to put in as little commit as possible
The opportunity that Zoom is squandering in productivity is reminiscent of what Dropbox had and lost. Dropbox could have owned the productivity app suite, and built an ecosystem of apps for docs, sheets, slides, comms, and design. They had the infrastructure, the…
Honest question: what exactly does a Chief AI Officer at a startup do?
When we look back on this technological S-curve, which bears lots of parallels to the Internet S-curve, will we remember OpenAI as Amazon, or as Netscape?
Extreme name dropping is always a sign of an insecure underperformer
Really transparent & accurate thread on VC fundraising for outsiders. I've worked with a LOT of outsider founders. To put in simply, there are only 2 viable paths to getting VC funded: 1) Show incredible metrics 2) Become an insider through network or credential
Really transparent & accurate thread on VC fundraising for outsiders. I've worked with a LOT of outsider founders. To put in simply, there are only 2 viable paths to getting VC funded: 1) Show incredible metrics 2) Become an insider through network or credential
The funny thing about all the X months to $100M ARR charts is the actual fastest growing companies in recent history have been crypto startups, not AI. Plus, many of them are highly profitable from day 1
Mark Zuckerberg built Facebook v1 in a week. By himself. On 2004 infra (no Cursor to autocomplete). With PHP. You don’t need to be in stealth for two years. Just launch.
One of the biggest misconceptions in venture is that VCs at the mega funds are lazy and don’t hustle. That could not be further from the truth. Some are, but the good ones are extremely fast paced, competitive, and stay that way long after they’ve become rich and successful
Anything can be a moat if it drives your business and you do it better than anyone else. Execution speed, hiring, technical expertise, culture, attention & marketing, distribution, BD, fundraising. All the above + more can drive startup success if wielded skillfully.
It's crazy how few VCs bother to spend time with a co-founder CTO. They are the ones actually building the product! And since startups are eng centric, the CTO is likely to be directly managing most of the team. They are critically important
It's crazy how few VCs bother to spend time with a co-founder CTO. They are the ones actually building the product! And since startups are eng centric, the CTO is likely to be directly managing most of the team. They are critically important
A startup that has been in "stealth" for multiple years, and not launched or announced anything, is NGMI
The future viability of AI apps largely rests on the assumption that gross margins will improve dramatically over time. Whether that's true, and how much of that improvement comes from pricing power vs. COGS reduction, is a big unknown.
Human ride sharing drivers won’t exist in the near future. Self driving is objectively better in every possible dimension: safety, comfort, cost (in the long run), etc. The only question is how long it takes to fully roll out
Human ride sharing drivers won’t exist in the near future. Self driving is objectively better in every possible dimension: safety, comfort, cost (in the long run), etc. The only question is how long it takes to fully roll out
Marc Andreessen 🇺�... @pmarca
1.9M Followers 27K Following Yes, I can see some risk that your threat to jail Internet company executives for not censorsing aggressively enough could backfire.
Sheel Mohnot @pitdesi
175K Followers 3K Following Posting stuff I find interesting. Work: @btv_vc, leading pre/seed rounds of fintech cos. Always up for adventure.
Turner Novak 🍌🧢 @TurnerNovak
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Garry Tan @garrytan
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Martin Tobias (Pre-Se... @MartinGTobias
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Gale Wilkinson @VITAL... @galeforceVC
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VCs Congratulating Th... @VCBrags
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Josh Elman @joshelman
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Mac The VC @MacConwell
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Brian Brackeen @BrianBrackeen
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Cherry @CherySmith_05
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Armeta AI @armetaai
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Clark @Clark_builds
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sugamgandhi @honestsugam
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Obligo • AI-Powered... @obligoai
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vamshikrishnareddy Li... @vamshik44576698
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نوف | Nouf @Nouf0633
68K Followers 49K Following أسأل الله أن لا يحرمني ولا يحرمكم :رزقه ، وتوفيقه ، ورحمته ، ومغفرته ، ورضوانه ،وجنته ، وصحبة نبيه ﷺ ،...
Martin @martin_b_m
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mykonos855 @mykonos855
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Josh Shapiro @unseriousprof
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Keko EG @KekoE718
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DorothyGissing @oPx90EcBxW8t61
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Lydia @2FTou7aQt26O9
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Alex 🇩🇰 @qwertyu_alex
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Ayush Banerjee @AyuBanj21
315 Followers 1K Following Tech and Finance | Gen AI @Adobe, Prior: Verkada GTM, Accel Partners, BCG, American Century | IITKGP & Booth | Tweet about business and sports 🏎
Alan Donatiello @alan_donatiello
254 Followers 364 Following Building @slingmoney. Prev @octahedroncap @dividendnow
cccyd2003 @cccyd_qwq
6 Followers 76 Following I know the prompt. Once ran the student council, now just ran models. Mostly for viral videos & AI waifus. Building the AI agent that turns clicks into clout.
Rifadh Simshek ⚡️ @SimshekTweets
552 Followers 2K Following Caffeinated reader, probably listening to a podcast. Co-Founder @VelvHQ
Taras Romaniuk @innovationtr1
328 Followers 4K Following Venture Partner @ Network VC | Global venture capital | Startups. Strategy. Innovation leadership.
B-MÓR @EndaQuealy
246 Followers 582 Following Wired For Success | 90 min. No Talk. Total Reset | Discretely used by Google/Meta execs | DM ‘RESET’
sahil makkar @sahilmkkr
496 Followers 2K Following Pre-Seed & Seed Stage Investor at https://t.co/ivZTNzRD4e VC. Looking for positive black swans. First-principles thinker. Interested in anything tech & business
Ann Bordetsky @annbordetsky
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543 Followers 3K Following Former wannabe screenwriter. Brain surgeon. Big on patient facing AI.
JoshSato @josh_sato124
292 Followers 406 Following Deep research for businesses. AI/ML background co-founder at https://t.co/UVtCnhPVME
NK @nkapur8
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Fawfaw @Fawfaw5686027
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Alistair Barr @alistairmbarr
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Ward Wizard @flop2fortune
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𝐫𝐚𝐫𝐢𝐭�... @HubbardStrat
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Paul Graham @paulg
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Marc Andreessen 🇺�... @pmarca
1.9M Followers 27K Following Yes, I can see some risk that your threat to jail Internet company executives for not censorsing aggressively enough could backfire.
Harry Stebbings @HarryStebbings
294K Followers 364 Following 🎤 @twentyminutevc, 🏦 @20vcfund, @projecteurope_😇 @perplexity_ai @linear @fyxerai @tripledotgames @lovable_dev @airwallex @mercor_ai @getcaptionsapp
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175K Followers 3K Following Posting stuff I find interesting. Work: @btv_vc, leading pre/seed rounds of fintech cos. Always up for adventure.
Nikita Bier @nikitabier
583K Followers 2K Following head of product @x, advisor @solana, venture partner @lightspeedvp, ex-founder @gasappteam (acq by discord), ex-founder @thetbhapp (acq by facebook)
Turner Novak 🍌🧢 @TurnerNovak
190K Followers 3K Following Investing @BananaCap_ Podcasting @ThePeelPod
Jason ✨👾SaaStr.A... @jasonlk
214K Followers 2K Following GET funded ➡ $200m https://t.co/AVvPIrIdFP🦄🦄🦄🦄🦄🦄 LEARN GTM ➡ https://t.co/X23R2qMajX CHAT with my clone ▶ https://t.co/bwkZCtvqlr Founder/ceo #AdobeSign
Garry Tan @garrytan
602K Followers 5K Following President & CEO @ycombinator —Founder @Initialized—designer/engineer who helps founders—San Francisco Dem accelerating the boom loop—e/acc—technology brother
Mike Dudas @mdudas
181K Followers 815 Following crypto investor @6thManVentures // co-founder @theblock__ @linksdao
Bill Gurley @bgurley
720K Followers 2K Following VC @benchmark, Investor: @grubhub, @zillow, @uber, @stitchfix, @nextdoor, @glassdoor, @hacker0x01, @solvhealth, @instawork Trustee @sfiscience, Podcast: @bg2pod
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Mike Maples, Jr @m2jr
106K Followers 8K Following I invest way too early in outlier startups. Twitter (as Odeo), Twitch (Justintv), Okta (Saasure), Applied Intuition. Partner @floodgatefund. Bestselling author.
Gale Wilkinson @VITAL... @galeforceVC
57K Followers 8K Following VC, angel. Invested $80M to date. Author of a book on pet loss grief called Samson's Story. 🔮✨🐶🎨🐴 Want help / advice? Book a call with me below via Intro!
Meghan Reynolds @MeghanKReynolds
18K Followers 618 Following Head Capital Formation & Talent @AltimeterCap. I talk about what I learn from LPs. Mom is what I do best. No Invest Advice Views My Own
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155K Followers 3K Following I have been very lucky to work on or invest in many products I use every day including this one when it had a different name.
Semil @semil
154K Followers 849 Following Investor via @HaystackVC focused on seed-stage investments // Venture Partner w/ @LightspeedVP
Mac The VC @MacConwell
99K Followers 40K Following Managing Partner @RareBreedVC | underrepresented founders | Hacker turned Hustler | Entrepreneur | Vampire | Former Gamer | @inside | @KauffmanFellows class #26
Bilal Zuberi @bznotes
58K Followers 2K Following Founder https://t.co/V2YgH2aEzx. Lux Capital. General Catalyst. MIT. $$ in Applied Intuition, Ironclad, Nominal, OpenSpace, Nozomi, Saildrone, Evolv + more. 🇺🇸🇵🇰
Astral @astral_sh
8K Followers 0 Following High-performance developer tools for the Python ecosystem, starting with Ruff, an extremely fast Python linter, written in Rust.
Charlie Marsh @charliermarsh
28K Followers 830 Following Building @astral_sh: Ruff, uv, and other high-performance Python tools. Prev: Staff engineer @SpringDiscovery, @KhanAcademy, BSE @PrincetonCS.
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17 Followers 87 Following Ending the hunger and sub nutrition in this planet
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37K Followers 1K Following Acceleraτing an Open Fuτure // 🌏 @OSSCapital 🕊️ @LatentHoldings
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159K Followers 990 Following Founder @teamSundial. Angel investor. Author of "The Making of a Manager" https://t.co/6HwJhCW5Hi. Obsessed with systems. Design + data person.
sudarshan @ItzSuds
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Dave Font @davefontenot
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Pete Koomen @koomen
11K Followers 1K Following GP @ycombinator, cofounded @optimizely https://t.co/5hkCw4y95d
Better Auth @better_auth
12K Followers 0 Following The most comprehensive authentication framework for TypeScript.
Christine Tsai @christine_tsai
18K Followers 911 Following Founding Partner & CEO @500GlobalVC. Ex-@Google @YouTube. Vices: boba, malasadas, @TacoBell. Be water. 🌊
Tibo @tibo_maker
162K Followers 3K Following Built Tweet Hunter, Taplio (sold $8m) Growing https://t.co/OyNJ8ZUyOh - https://t.co/jS9GQJ5Ps8 - https://t.co/EFUcKeBbpU - https://t.co/JkVOl1O0S1 - https://t.co/KG9PgxJabg Sharing weekly tips about growth: https://t.co/ereQodN3Ov
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Sally Shin @sallyshin
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Mo Koyfman @mokoyfman
24K Followers 4K Following Founder/Investor @shinecapital. Founding Director @sefariaproject. 🇺🇸 🇮🇱
Jack Raines @Jack_Raines
71K Followers 2K Following Personality hire @slow • Reality is just a wrapper for entropy. More thoughts on my blog.
Sherry Jiang @SherryYanJiang
22K Followers 7K Following building Peek (https://t.co/UZRO46Ejq4) & https://t.co/lXOuWMB39k, @cursor_ai ambassador, prev. @Google @Amazon, ADHD founder, DJ 🎧, poker addict 🃏
Sai Dhanak @SaiDhanak
249 Followers 258 Following CEO & Co-Founder in 🥷. Ex-CPO at Latch (NSDQ: LTCH). Prev. Co-Founder of @caribuapp (acq. by Mattel). Jazz Piano. 🌎British American.
Sarah Guan @Sarah_Guan
5K Followers 1K Following Editorial Director @redtowerbooks. 2x Hugo Award-nominated editor & publisher. @ErewhonBooks, @OrbitBooks, @DAWbooks, @AceBooksPub; 🎓 @Stanford. (she/her/她)
Endowment Eddie @endowment_eddie
5K Followers 715 Following Investment generalist seeking elite asset managers. Unlimited time horizon. Views are my own, some parody.
Cashea @somoscashea
35K Followers 40 Following Somos tu alternativa para comprar en cuotas sin interés. ¡Alcanza lo que quieres y necesitas hoy! #Cashea
VXT @Vxtapp
148 Followers 419 Following VXT is leading the transition to a world where administrative work is a distant memory.
Pontus Abrahamsson �... @pontusab
23K Followers 470 Following Building an open source platform for business owners to be on top of their finance 💫 @middayai and @languine_ai
Birk Jernström @birk
8K Followers 2K Following Founder/CEO @polar_sh – Monetization platform for developers and the next generation of software | Ex-Director of Product @shopify
Polar @polar_sh
22K Followers 730 Following Turn your software into a business with 6 lines of code. Superior Developer Experience, Open Source & Global Merchant of Record.
Anton Osika – eu/ac... @antonosika
63K Followers 1K Following building the last piece of software @lovable_dev prev physics
Investment Wisdom @InvestingCanons
99K Followers 50 Following Sound investment principles, wisdom, & inspiration from the best investors & thinkers. Follow me to think about investing & decision-making more wisely.
Elon Musk @elonmusk
225.3M Followers 1K Following
Arfur Rock @ArfurRock
34K Followers 3K Following anon GP at your favorite multi-stage VC // OS intel for the private markets
polars data @DataPolars
7K Followers 7 Following Dataframes powered by a multithreaded, vectorized query engine, written in Rust.
Ritchie Vink @RitchieVink
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