Tag: Finance
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Here are 3 startup ideas that need to die… 1. An app to find your friends and hang out. This is everyone’s first startup idea. It’s been tried a million times. Nobody wants it. When I want to see my friends, I just send them a text. That’s what most…
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“Our team of 12 just reached $10K ARR.” This is a huge red flag. Here’s why… Before you hit product-market fit, your company should be just the founders. That’s typically 2 to 4 people, all of whom own at least 10% of the company. You want this team to be…
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I looked at 21 deals this week. Just one got a check. Here’s a look inside my dealflow… Competition for Funding Is Fierce In the last week, I’ve looked at 21 companies. I made one new investment, a follow-on into one of my most successful startups. Normally, it takes me…
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Ken Griffin says we’re “almost certainly” in an AI bubble. Meanwhile, Micron is trading at 12 times earnings. Google is at 16. Is Big Tech dirt cheap? Of the 50 largest tech companies in the world by market cap, 15 are trading at a PE ratio of 25 or less.…
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A jet interceptor knocks a drone out of the sky. A robot mechanic fixes your car in minutes. These are just a few of the amazing startups in YC F26. Last month, I covered 3 awesome companies that were among the first F26 startups to launch. Since then, 89 more…
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The Pyramids of Giza cost around 1% of Egypt’s GDP*. The AI buildout is over 3% of GDP. AI is bigger than the pyramids. The AI buildout also dwarfs the Manhattan Project, the Three Gorges Dam, and Chinese high-speed rail. All were under 1% of their country’s GDP. The only…
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14 companies founded in the 2020’s have hit $500M ARR. 13/14 have a technical founder. This is why I back builders. Analyzing the Top Startups of the 2020’s Here is a list of every company founded in the 2020’s that has hit $500M ARR, along with the founder and CEO’s…
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28 founders asked me for a meeting — on a single Sunday! I can’t meet 28 people a day. Here’s how I decide who gets a meeting… How I Decide Which Founders to Meet To pick which founders I should meet, I look for the most viable startups. Here’s how…
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Some investors commit to a startup, then take forever to send the money. I wrapped up my biggest investment ever in just 3 hours and 14 minutes: 11:14am: SAFE and wiring instructions received 2:28pm: SAFE signed, wire sent Too Many Investors Leave Founders Hanging I’ve seen investors take weeks or…
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Two of my best startups are raising right now. I’m probably their smallest investor. I earn my keep by introducing them to multibillion dollar funds. Let’s take a look inside these two funding rounds… The Hot AI Infra Startup One of my recent investments is growing faster than anything I’ve…
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