Story Time: Deel was an incredible investment - but also a massive fumble. Months after investing, I passed on the Series A at 4× my entry price. The math is ugly: Series A was at $60M post… and today Deel is worth $17.3B. The next year I met the founder of Rise. It wasn’t

I can’t wait to hear the pitch.

Slash is building business banking for the next generation of entrepreneurs. Scaling from $2M → $150M ARR in 24 months, reaching profitability, and doing it with only ~$7M of total burn is one of the most impressive examples of capital efficient growth I’ve seen in the private

Contrary to popular belief, the first mover isn’t always the best bet. In a massive, non-defensible market, the second mover often wins, and you can usually enter (invest or join the team) at a tiny fraction of the valuation. What matters isn’t who starts first, but who executes

Good post, especially in the context of the kingmaking meta. Also, Justin has been one of the best new posters on X.

Europe finally got one on the scoreboard 👏 Congrats to the Revolut seed investors who are up nearly 2,000x. This is why we play the game. You’ve earned a 10 year nap until the next one.

At this rate, Whop has a shot at giving Gen Z enough hope to realize that hard work/capitalism prevails over hand outs/socialism. Check out their net revenue retention this quarter. Q3 is on🔥