Justin M. Overdorff (@jmover) 's Twitter Profile
Justin M. Overdorff

@jmover

Partner & “Head of Macro” @LightspeedVP, leading fintech & investing in commerce, SMBs, and enterprise. Dad & Pittsburgh Sports Fan

ID: 109617683

linkhttps://jmover.onuniverse.com/ calendar_today29-01-2010 17:36:17

1,1K Tweet

13,13K Followers

1,1K Following

Zach (@zcabrams) 's Twitter Profile Photo

Stripe’s annual letter is out today, with a section dedicated to stablecoins. Stablecoins are the next evolution of money - when we announced our acquisition, Patrick Collison said they're "room temperature superconductors for financial services". It's a perfect analogy. We've seen

Arif Janmohamed (@arifj) 's Twitter Profile Photo

Today marks a big milestone for Enterprise AI. ServiceNow today announced that it has signed a definitive agreement to acquire Moveworks for $2.85B. It's been an incredible privilege to have served on the Moveworks board since Day 1. Congratulations to the entire Moveworks team

Raviraj Jain (@ravirajjain) 's Twitter Profile Photo

It’s an exciting day for Lightspeed company Dexterity Robotics ! Congratulations to Founder & CEO Samir Menon and the entire Dex team on the $95M financing. We're proud to further deepen our support as they push the boundaries of Physical AI! Since first partnering with them

Dimitri Dadiomov (@dadiomov) 's Twitter Profile Photo

I'm excited to share that Modern Treasury now supports global payouts via stablecoins, offering companies a faster + more efficient way to move money worldwide. Powered by our partner, brale, you can make payouts globally using stablecoins across major blockchain networks.

Dimitri Dadiomov (@dadiomov) 's Twitter Profile Photo

Modern Treasury AI launches today! The AI Agent is purpose-built to understand payments across rails and bank integrations, making our expertise accessible to more users. The Workspace brings the tools, teams, and Agent together—delivering AI-powered monitoring, task

Chris Pedregal (@cjpedregal) 's Twitter Profile Photo

The most up-to-date picture of your company isn't in any doc, wiki, or spreadsheet. It's in the conversations your team is having. Today we're announcing Granola 2.0. All the context from your team's meetings, in one place, accessible to you with AI. We're also announcing

Dimitri Dadiomov (@dadiomov) 's Twitter Profile Photo

Today we’re launching Stablecoin Payment Accounts (SPAs). SPAs enable companies moving money on behalf of others to send and receive USD over traditional rails and stablecoin networks, offering a flexible alternative to traditional FBO setups.

Today we’re launching Stablecoin Payment Accounts (SPAs). 

SPAs enable companies moving money on behalf of others to send and receive USD over traditional rails and stablecoin networks, offering a flexible alternative to traditional FBO setups.
Shomik Ghosh (@shomikghosh21) 's Twitter Profile Photo

When SBC matters For the past 5 years $WDAY has essentially gone nowhere Revenue has grown 2x or a 15% CAGR Dilution with SBC has crushed returns

When SBC matters

For the past 5 years $WDAY has essentially gone nowhere

Revenue has grown 2x or a 15% CAGR

Dilution with SBC has crushed returns
Justin M. Overdorff (@jmover) 's Twitter Profile Photo

We are at the part of the housing cycle where the bid-ask spread is a mile wide and the market is effectively frozen. Seller price capitulation downward is the only way this gets unlocked without material change in economic sentiment.

We are at the part of the housing cycle where the bid-ask spread is a mile wide and the market is effectively frozen. 

Seller price capitulation downward is the only way this gets unlocked without material change in economic sentiment.