Ashish Doshi @FreeAshFlow
Partner XN | Board Member @wearedream Joined November 2012-
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This article is really heartbreaking to read. It is borne of a savior complex that proudly sacrifices individual outcomes for some social or political ideology. Forget about the morality, it doesn’t work. Agency is school choice. A vast selection of it. nytimes.com/2026/09/20/mag…
Someone once said Pusha T raps like he’s in your house but you don’t know which room, which is perfect Anyway here is Clipse over a Frank Ocean beat, also perfect
My friend did a cool thing. Check it out! I especially love the Paul Carmichael profile. Anyone who is obsessive about some big or little practice will identify with these pieces and find inspiration in them. The best news is that is more or less everyone.
I am thrilled to announce the launch of Totei.com. Totei is a magazine devoted to craft and craftsmanship in all its forms. The name Totei comes from the ancient Japanese word for apprentice. I have always been inspired by those with a deep devotion to their
From last week but also excellent. Anyone who has worked for Tony will be unsurprised by his numeric recall of events from 40+ years ago. He would read every single thing put in front of him, immediately understand the big picture, but also find the mistake you made on pg 62.
Tony James on Costco, Starbucks, Blackstone, and Charlie Munger Tony James is an investor, Chairman of the Board at Costco, and former President and COO of Blackstone. In this conversation, he joins a16z GP David Haber for a conversation on scaling Blackstone from $14 billion to
I’m biased, but this was fantastic. Krishna is an incredibly skilled and hard-working executive, and a high-integrity human. That is all on display here.
Krishna Rao is the CFO of Anthropic, and this is his first podcast appearance. He joined the company two years ago when run-rate revenue was about $250M. Today it is $30B. He has helped raise ~$75B and is responsible for the procurement and allocation of compute. I feel lucky
My amazing wife aka my favorite person ❤️
@buccocapital @MadsCapital “I’m Anfernee I do things the harder way” man Cam was so fun
@ModeledBehavior You’re good, East Pete gets a pass
@rsandler21969 @patrick_oshag Wish more people knew this story. Also gave rise to creditor lawsuits in which a young Latham attorney named Arne Sorenson would represent MAR. He would go on to be MAR’s CEO, separate the timeshare biz and buy Starwood. HLT did not spin PK for another 25 years!
@KunalTandon Serena x Off White Blazer Mids
Today marked the official ribbon-cutting for DREAM Charter School at 20 Bruckner! Accompanied by so many members of the DREAM family, we formally welcomed-in the next phase of DREAM. Thank you to all those that made this moment possible and helped us get where we are today.
@buccocapital @franchisewolf It’s never one thing with stories like this. But common themes include over-expansion / densification, declining franchisee returns, and deteriorating franchisee relations nytimes.com/2019/06/28/bus…
@buccocapital Beautifully written memoir. Appropriate for anyone who has made deep friendships, experienced loss, searched for who they are, struggled with impermanence. Basically everyone. Not required, but especially resonates if one is a child of immigrants. amazon.com/Stay-True-Memo…
@gauravkapadia @vermontgmg Outstanding. One of the 3 articles I re-read every year on 9/11. To remember how awful it felt, how scary it was, and how there are heroes among us.
@buccocapital x.com/modestproposal…
One of the craziest ledes to a sell side report. Incredible energy here.
@treiner5 I think what you’re seeing from $BKNG is definitely a push to secure share, esp in US where the bar is lower for them. And some belief that Connected Trip => app downloads leads to more direct booking and higher LTV over time.
@treiner5 I agree that ADRs are volatile but the performance marketing engine doesn’t optimize for nights, it optimizes for ROI. Which is a function of both conversion and $ per conversion. If the latter falls, I think the base case reaction would be to adjust spend accordingly.
Prepared Remarks @P_Remarks
36K Followers 970 Following
InnocenceCapital.AI (... @InnocenceCapit1
17K Followers 2K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
modest proposal @modestproposal1
126K Followers 799 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Brett Caughran @FundamentEdge
61K Followers 4K Following Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!
Yaron Naymark @1MainCapital
35K Followers 663 Following Tweets are informational only, never investment advice.
Mostly Borrowed Ideas @borrowed_ideas
150K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Corry Wang @corry_wang
34K Followers 263 Following Compute @ Anthropic | Formerly AI strategy @ Google and tech equity research @ Bernstein Research
SouthernValue @SouthernValue95
39K Followers 2K Following Infinitely curious. “Spend each day trying to be a little wiser than you were when you woke up.” - Charlie Munger
crossdefault @crossdefault
10K Followers 4K Following once l/s value, FO, now spec/structured sits. my brand is chaos. ex-IB. If it's not levered you aren't doing it right. DMs Open.
Dynamicmoats @DynamicMoats
12K Followers 5K Following Allocator of things to allocate. Views are my own. Not investment advice. DOW IS AT 50,000
Pranay Sharma @naysharms17
3 Followers 46 Following
Vik @vdoshetts
32 Followers 3K Following
NvrSell @NvrSell
5 Followers 1K Following
Rohan Pavuluri @RPavuluri
2K Followers 1K Following Founder & Chair at Upsolve. Prev: Chief Business Officer at Speechify.
Bhaskar @Bhaskarius
9 Followers 352 Following
Robert Lemle @Yeoman_75
19 Followers 646 Following
Hollow Square Capital @HollowSquare
118 Followers 388 Following SS ER. That’s a nice shirt do they make it for men?
Rohan Roy @Yyyy827692
1 Followers 452 Following
Lee @LeeSaurea
1 Followers 104 Following
Jon Chao @jrlcchao
20 Followers 336 Following
Akshat_Maelstrom @akshat_hk
8K Followers 1K Following Managing Partner / Co-founder @MaelstromFund Former Head of Corp Dev @BitMEX | Graduate of @Wharton
Victoria Hartman @VictoriaH92163
10 Followers 367 Following Therapist. Providing mental health counseling.
Roses @rosetrader00
124 Followers 1K Following
Raka Prioanggoro @RakaPrioanzbrq
29K Followers 31K Following open bo jakarta sekitar. open vcs. open join private channel telegram
See Dog Cap @see_dog_cap
56 Followers 875 Following
Nic Peterson @_nicpeterson
59 Followers 2K Following
KSP Ventures @kspventures
0 Followers 634 Following
InfiniteReturns @Long_only_guy
294 Followers 560 Following Searching for high quality businesses w/double digit returns
Sroly @Srolygoldstein1
608 Followers 7K Following
Redneck Capital @Camvas_ai
598 Followers 2K Following Equity L/S Analyst. Building a customizable Continuous Alpha Machine (dm for access)
David Thomas @drthomas9603
52 Followers 277 Following
CT @SADBOY2430
79 Followers 1K Following
Brendan Behlke @b_behlke
58 Followers 2K Following
Giovanni Cattani @giovannicatt3
5K Followers 4K Following
Bobby Lavan @BobbyAutos
43 Followers 302 Following CFO of Bowlero. Redefining the world of entertainment and high ROIC capital deployment.
Matt Herzog @MattHerzog4
10 Followers 177 Following
MoneyEyeKrabs @MoneyEyeKrabs
25 Followers 479 Following
Mark J. @MarkJ97517270
16 Followers 832 Following
autotelic @autotelic114296
2 Followers 192 Following
MikeNewsFeed @MikesFeedNYC
15 Followers 445 Following
Argus @ArgusAeq
27 Followers 311 Following
🌿 lithos @lithos_graphein
22K Followers 3K Following Three decades in semiconductor lithography. I run the Chip War Dashboard site; it's a live feed of the freshest semi news & market data.
J L @jamieli47
8 Followers 109 Following
Christian Sisak @cmsisak
15 Followers 271 Following
carmenthedog @varickstreet56
164 Followers 809 Following Scotsman in New York. L/S analyst with a background in Fins.
Dwight Schrute III @Dwight_ARM
173 Followers 2K Following How would I describe myself? Three words: hard working, alpha male, jackhammer, merciless, insatiable. ARM = Assistant Regional Manager
Anil Makhijani @amakhijani074
0 Followers 33 Following
Michael Ning @michaelning_
11 Followers 193 Following
Prepared Remarks @P_Remarks
36K Followers 970 Following
Gavin Baker @GavinSBaker
349K Followers 6K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Jerry Capital @JerryCap
60K Followers 598 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
InnocenceCapital.AI (... @InnocenceCapit1
17K Followers 2K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Pythia Cap: Partially... @PythiaR
72K Followers 1K Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
modest proposal @modestproposal1
126K Followers 799 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Brett Caughran @FundamentEdge
61K Followers 4K Following Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!
Patrick OShaughnessy @patrick_oshag
361K Followers 3K Following building @psumvc @colossusmag hosting @investlikebest
Mike @NonGaap
37K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Yaron Naymark @1MainCapital
35K Followers 663 Following Tweets are informational only, never investment advice.
Mostly Borrowed Ideas @borrowed_ideas
150K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Corry Wang @corry_wang
34K Followers 263 Following Compute @ Anthropic | Formerly AI strategy @ Google and tech equity research @ Bernstein Research
🌿 lithos @lithos_graphein
22K Followers 3K Following Three decades in semiconductor lithography. I run the Chip War Dashboard site; it's a live feed of the freshest semi news & market data.
Paul Graham @paulg
5.3M Followers 800 Following
Miles Grimshaw @milesgrimshaw
14K Followers 4K Following Thrive Capital. @cursor_ai @chaidiscovery @turbopuffer @SocketSecurity @Revel_Software @meshoptical @doji_com @langchainai @benchling @monzo @segment @airtable
Dan Go @CoachDanGo
1.2M Followers 635 Following Health Performance Coach To Entrepreneurs | Tweets on Fat Loss and Optimizing The Body | On a Mission to Transform A Billion Lives Through Health and Fitness
Jay Goldberg 顾忠�... @jaygoldberg
4K Followers 642 Following Cantankerous gadget geek, but in a punk rock way. Co-host @T_h_e_Circuit
Dan Nystedt @dnystedt
55K Followers 1K Following Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
Joy Taylor @JoyTaylorTalks
466K Followers 2K Following Your favorite Auntie Chalantie. Host of @TwoPersonalShow and The Daily Play 🎤 Follow @joytfoundation
Maju Kuruvilla @KuruvillaMaju
5K Followers 373 Following Founder @SpangleAI. Former Amazon VP. Building AI that works for retailers. Thinking about how commerce changes when both shoppers and retailers have agents.
Semiconductor News by... @DylanOnChips
12K Followers 1K Following News/features about semiconductors from @CRN Senior Editor Dylan Martin. Send tips to [email protected] or dylanljmartin.81 on Signal.
tae kim @firstadopter
107K Followers 10K Following "Key Context" Substack covering AI and chips. Reached #1 new bestseller first 24 hrs Subscribe https://t.co/3N2fHOXQfL "Be so good they can't ignore you"
witeken @witeken
11K Followers 439 Following Semiconductors and all things Intel. Legacy verified. Freelance @tomshardware @SeekingAlpha @VentureBeat (LFW). https://t.co/p0B1ljf2nP https://t.co/aRV0H7XRzl
Sravan Kundojjala @SKundojjala
23K Followers 6K Following Semiconductors, Analyst @SemiAnalysis_ No investment advice. Opinions are mine only.
Fabricated Knowledge @fabknowledge
34K Followers 919 Following Simplifying the world of semiconductor investing in the age of AI. Part of the @semianalysis_ gang. all views are personal
SouthernValue @SouthernValue95
39K Followers 2K Following Infinitely curious. “Spend each day trying to be a little wiser than you were when you woke up.” - Charlie Munger
Ram Parameswaran @_ram_
24K Followers 7K Following Founder / CIO : octahedron All views are personal.
big blue bug capital @bigbluebugcap
4K Followers 273 Following 90% of fundamental investing is 1/2 macro - Yogi Berra | This is not an official Twitter account for @bigbluebug
Mayor of London, Sadi... @MayorofLondon
2.9M Followers 990 Following Husband, father, and Mayor of the greatest city in the world. He/Him. Tweets before 9 May 2016 are from the previous Mayor.
Dimitri Dadiomov @dadiomov
17K Followers 4K Following Cofounder & President of @ModernTreasury (YC S18). Views are my own. Some are not even views. Some are just tweets. https://t.co/miBKt3jepk
Lyn Alden @LynAldenContact
1.1M Followers 1K Following Author of Broken Money & The Stolguard Incident. Investor with a blended engineering/finance background. GP @egodeathcapital. Director at Bakkt & @Swan.
Jared Sleeper @JaredSleeper
21K 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.
Kyle Poyar @poyark
6K Followers 332 Following #Pricing, #GTM & #Growth. Full-time solopreneur. Previously @SimonKucher @OpenViewVenture. My newsletter: Growth Unhinged (https://t.co/DZjqPq4eLz)
Post M. @Post_Market
93K Followers 3K Following
Rajeev Mantri @RMantri
72K Followers 6K Following Tweets on India, investing, venture capital, tech | @NavamCapital | Blog @VenturingIn | @ANewIdeaOfIndia @IECouncil
Chris Cantino @chriscantino
130K Followers 986 Following Used to tweet about startups. GM @lamaddrops. Creator of MATCHDAY. Partner @colorcapital investing @ AG1, Atoms, Prometheus, PPA, Seed, Stack/Vulcan, Mad Drops.
Mike Speiser @laserlikemike
37K Followers 563 Following Building extraordinary products with extraordinary people at @shv
Chris Dixon @cdixon
958K Followers 5K Following Programming, philosophy, history, internet, startups, crypto. Managing Partner @a16zcrypto. See disclosures: https://t.co/Ov6kKJAUpq
Prediction Labs @predictionlabs
13K Followers 165 Following A community for prediction market traders. Learn, share, and trade with intent.You might like
