Chris Conforti (@chris_conforti) 's Twitter Profile
Chris Conforti

@chris_conforti

ID: 1338142821220552706

calendar_today13-12-2020 15:24:52

656 Tweet

7,7K Followers

1,1K Following

Clark Tang (@_clarktang) 's Twitter Profile Photo

AI was mentioned 21 times on GOOG's earnings call yest. 14x on the MSFT call If you believe that AI is accelerating – need to map out where value is accruing A lot of activity in privates, but there are a few PUBLIC companies that are capturing almost all the economics 🤔

Jamin Ball (@jaminball) 's Twitter Profile Photo

Congrats to We've Moved to @motherduck on their Series A! Pumped to work with Jordan Tigani and team. Combining the processing power of the cloud + local machines is enabling a new type of analytics. The innovation around data infrastructure continues to excite me techcrunch.com/2022/11/15/mot…

Meghan Reynolds (@meghankreynolds) 's Twitter Profile Photo

Amidst all of the market chaos, our VC team is busy backing the next generation of founders who are moving the world forward by making better decisions with data. Let’s go! 🙌🏻 Brad Gerstner Jamin Ball Pauline Yang Ram Woo Gwen Umbach We've Moved to @motherduck #supercycle #data

Pauline Yang (@paulinebhyang) 's Twitter Profile Photo

So much momentum in AI/ML right now! With Neurips this week, we're excited to open source our database of AI/ML companies across infra and apps. Never been a more exciting time to be looking for roles in AI! airtable.com/shr7YQif4IUAmG…

Chris Conforti (@chris_conforti) 's Twitter Profile Photo

The private secondary market is a leading indicator for trends in primaries. Data from Carta shows sellers capitulated in Q3 selling 37% below last primary. That discount likely widens further. '21 Tech IPOs are down 53%, for example We'll start seeing down rounds soon

The private secondary market is a leading indicator for trends in primaries. Data from <a href="/cartainc/">Carta</a>  shows sellers capitulated in Q3 selling 37% below last primary. That discount likely widens further. '21 Tech IPOs are down 53%, for example

We'll start seeing down rounds soon
Chris Conforti (@chris_conforti) 's Twitter Profile Photo

Comments from Snyk’s CEO resonated with me... Ignore the stigma associated with a down round and do the right thing for the business. I expect more late stage companies to follow suit next year

Comments from Snyk’s CEO resonated with me... Ignore the stigma associated with a down round and do the right thing for the business. I expect more late stage companies to follow suit next year
Chris Conforti (@chris_conforti) 's Twitter Profile Photo

Quick Poll: "Hedge Funds bought Tech stocks at the fastest pace since Dec ’21 amid last week’s drawdown" - GS Prime Brokerage

Chris Conforti (@chris_conforti) 's Twitter Profile Photo

Rough year for growth software stocks. Even though they've executed well (C23 sales estimates RISING 14% this year), their prices are down more than slow growers where forecasts fell Upshot: public comps for private growth co's that are *crushing* #'s point to marks down ~60%

Rough year for growth software stocks. Even though they've executed well (C23 sales estimates RISING 14% this year), their prices are down more than slow growers where forecasts fell

Upshot: public comps for private growth co's that are *crushing* #'s point to marks down ~60%
Chris Conforti (@chris_conforti) 's Twitter Profile Photo

Like clockwork VIX dips below 20 and there are a bunch of equity announcements this morning $IQ priced $442M of primary at $5.90 down 12% pre market. Stock below issue now

Brad Gerstner (@altcap) 's Twitter Profile Photo

Series A 🚀🚀! Data is oxygen to AI. Two amazing founders leave MSFT / AAPL to build an easy button for secure data sharing / multi-party compute. Bootstrap to big customers on less than $1M. ⁦Kamakshi⁩ ⁦Abhishek Bhowmick⁩ ⁦⁦Snowflake VC⁩ techcrunch.com/2023/02/02/sam…

samir kaji (@samirkaji) 's Twitter Profile Photo

A lot of panic re: SVB (you should see my phone/emails!). A bank run driven by panic is the real risk here, not the action of selling LT securities at loss I have no inside information as I left SVB in 2012, but know enough about banking to piece together. Quick 🧵