roga dat @requestchanges
Joined November 2024-
Tweets12
-
Followers5
-
Following50
-
Likes3K
YC's position in Mercor would be worth >$1B today if they hadn't rejected us in 2023. They passed because a previous recruiting startup didn't work out. These days, YC seems more focused on funding clones of fast-growing companies than making contrarian bets. What's the largest company YC has invested in over the last 3 years? The hit rate seems surprisingly low.
We honestly need to find healthier ways to affirm our identity without conspicuously consuming slop that is Asian coded
timelapse of the heytea teabar line today at around 12:45pm probably the longest line I’ve ever witnessed in NYC
the year is 2029 . you didn’t pass the anthropic screener . you weren’t able name your favorite breed of shrimp —the right answer is lysmata amboinensis . you realize far too late . you can sometimes see SF from your $4000/month cage apartment in neo oakland
google maps: you can now ask us open-ended questions me: how about dat travelling salesman problem
I don't understand bro. I've experienced every single highly regarded piece of art and culture from the last 50 years why aren't I happy yet?!?
I like to play games with my friends and eat ice cream
criminal ivy wolk placement. i don’t even think she herself would agree
As of today, you can no longer order a cup of drip coffee at Blank Street Coffee The evolution is complete
A short time before he dies, he discovers that that patient labyrinth of lines traces the lineaments of his own face.
A man sets out to draw the world. As the years go by, he peoples a space with images of provinces, kingdoms, mountains, bays, ships, islands, fishes, rooms, instruments, stars, horses, and individuals.
Emma midnight @hemmaw229
25 Followers 514 Following emotionally invested in everything 📖 follow back
Daniel Wei @fromdanielwei15
457 Followers 2K Following lived @_TheResidency | neo finalist | working on @elevenlabsio core experience | opinions my own only
Nutty @NuttyCLD
19K Followers 2K Following Analog IC Design Engineer in Silicon Valley Writing about circuits, semiconductors & industry Substack: https://t.co/IVnULFqWLI
brexton @brexton
14K Followers 1K Following Global Co-Head, Compute Infrastructure across Cantor/BGC/Newmark. Focused on compute, atoms, & physical AI. Janitor @phamilyoffice. ❤️ @sonofalli
Jeff Pu @sssjeffpu
29K Followers 46 Following Tech Enthusiast. 20 years tech equity research + industry.
Irrational Analysis @insane_analyst
40K Followers 100 Following Engineering-Driven Investment Analysis
Stacy Rasgon @Srasgon
16K Followers 4K Following Semiconductors, stocks, scifi, and smallfry, from a serendipitous sell-sider settled in sunny SoCal. Apparently 65 in a 45 zone. Also banana tweets.
Investor @pricing_power__
2K Followers 710 Following Analyst turning over rocks [email protected] https://t.co/9TabDExgoV
Sean @sean_________
8K Followers 3K Following TMT catalyst/event-driven trader with a focus on research.
Ridire Research @ridireresearch
2K Followers 1K Following Cross-Asset Long/Short Investment Research
Regarding Semi @regardingsemi
39K Followers 508 Following The data visualization layer for the semiconductor market.
Thomas Reiner @treiner5
10K Followers 385 Following Partner at Altimeter Capital, curious on all things software, gaming, travel and leisure. Views are my own, no investment advice. Amateur astronomer
Daniel Wei @fromdanielwei15
457 Followers 2K Following lived @_TheResidency | neo finalist | working on @elevenlabsio core experience | opinions my own only
KawzInvests 🦑 @KawzInvests
112K Followers 532 Following Research-focused. Photonics. AI. Defense. Tech. Space. Optic Supercycle. Not financial advice
Gaetano @crux_capital_
47K Followers 516 Following Photonics/Physical AI Company Coverage + New Ideas On Substack https://t.co/6T2naqbkXV
Photon Capital @PhotonCap
56K Followers 2K Following Seeing tech through a different wavelength. Photonics & semiconductor research
Serenity @aleabitoreddit
794K Followers 174 Following I only use X, beware of imposters. AI/Semi Supply Chain Analyst (白毛股神) ex. RISC-V FDN, AI research scientist; now trading unknown bottlenecks.
Lennart Heim @ohlennart
15K Followers 749 Following managing the flop | prev @RANDcorporation @GovAIOrg @EpochAIResearch
Throwing Fits @ThrowingFits
101K Followers 8 Following Two grown dirtbags (@Dr_TacoMD and @SartoriallyInc) just tryna navigate the male zeitgeist. The Only Podcast That Matters™.
Dan Nystedt @dnystedt
51K Followers 1K Following Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
SemiAnalysis @SemiAnalysis_
100K Followers 27 Following
Delta, Dirac @DeltaClimbs
10K Followers 1K Following Post-Schizo Nietzsche enthusiast. Strange attractor to weirdly cracked. Bleeding edge defense owns hardware frontier, but hardware is built sociocybernetically.
Mike @BlackScholesMan
11K Followers 394 Following
Jon Wu @jonwu_
97K Followers 3K Following i write the canonical story about your company • dad to summer with @maggielove_ • did stuff at @yale @harvardhbs @baincapital @aztecnetwork @asylumventures
💀duoking1🐶 @duoking1
12K Followers 668 Following man every time we get something amazing in NA, the people who built it are punished. hundreds of lives. LoL 2x Rank 1 Season 7.
Internal Tech Emails @TechEmails
595K Followers 889 Following Internal tech industry emails that surface in public records. 🔍
cold 🥑 @coldhealing
186K Followers 3K Following TikTok anthropologist, dark statistician, ex @Kroger. There is a secret garden in the middle of America
hope hopes hoping @hopes_revenge
142K Followers 1K Following FOLLOW ME FOLLOW ME FOLLOW ME FOLLOW ME FOLLOW ME FOLLOW ME FOLLOW ME FOLLOW ME FOLLOW ME FOLLOW ME FOLLOW ME FOLLOW ME
Saronic @Saronic
17K Followers 154 Following Saronic is building cutting-edge autonomous surface vessels that enable maritime security and domain awareness by combining premier hardware, software and AI.
Tectonic @tectonicdefense
1K Followers 10 Following A 5x weekly newsletter charting the key shifts in defense technology.
delian @zebulgar
273K Followers 938 Following space drugs and arms @vardaspace | village idiot/partner @foundersfund | porthos @hillvalleyforum
Matt Grimm @mttgrmm
35K Followers 773 Following Co-founder @anduriltech. Prev: VC at Mithril, BD @PalantirTech.
Founders Fund @foundersfund
193K Followers 179 Following technology, science, venture capital // what does the future look like?
Anduril Industries @anduriltech
243K Followers 292 Following Anduril is shaping the future of defense, transforming U.S. & allied military capabilities with advanced technology.
Trae Stephens @traestephens
67K Followers 1K Following Partner, Founders Fund; Co-Founder, Anduril; Co-Founder, Sol
Palmer Luckey @PalmerLuckey
843K Followers 2K Following I am a technology enthusiast, writer, and modder. Founder of @ModRetro, @Oculus VR, and @Anduriltech. Keeping American superheroes safe with autonomous systems.You might like
