Diego

@d1ego

1041 Following

1774 Followers

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My daughter is starting to crawl. So far, it's 1 inch forward, 3 yards backwards. So fun to watch 😆

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Carta just dropped its Fall fundraising data (software). Valuations closing-in 2021 levels driven by AI (75th percentiles look rich). No deal count specified for Series B and C but growth rounds continue to be scarce

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Crazy stat. 18 years for VCs to get fully liquid. I don't think it's sustainable. Secondary markets will become much more robust and liquid if incentives for going public don’t change in the medium term https://x.com/jasonlk/status/1846216066260959710

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Great presentation by @DSBatten made for family offices on Bitcoin and the environment. This type of narrative clarity & delivery is what's needed for normies' sentiment to change. https://x.com/BTC_Archive/status/1846237445961982068

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Latest report from Carta on funding rounds. Median startup is raising every 18 months which is intuitive. What's interesting is the dispersion across each funding round (e.g. 4% of startups inc. in 2021 already raised a Series D)

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Best CRM for LP Fundraising? I'm looking for something lightweight that can complement my current stack (Gmail + Sheets + Notion). I'm between https://www.pipedrive.com/ (more established, robust analytics) and https://www.folk.app/ (more flexible, less robust). Any tips?

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I'm halfway through Nate Silver's On the Edge. The book's a bit tribal and self-aggrandizing for tech, but Nate is a measured guy and the tone is ok. Without being too antagonistic or bashing, he does a cool comparison between risk-takers & the professional managerial class and the implications at large. Worth the read

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Great chart highlighting a key contradiction: economic growth vs. earnings growth forecasts. Consensus shows GDP deceleration while earnings growth accelerating, both can't be right. Asset prices reflect both lower rates and growth expectations (r & g) but hard to see how they're accurately priced with GDP set to slow

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FBI probe into Hone Capital investigating if they shared sensitive startup data with China. Hard to imagine deploying $115M in 360 startups would give them any meaningful info on companies like Stripe, AngelList, Boom, etc. but optics matter https://techcrunch.com/2024/09/24/hone-capital-a-silicon-valley-firm-is-being-probed-by-the-fbi/

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Not sure if it's official yet, but the Zoom Fly 6 looks dope. Rumored release is early November. I know the 5's flopped, but these are supposedly lighter and could work as daily trainers even with the carbon plate

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Had a debate with my wife: I think Omakases in SF are rarely worth the price. Change my mind—what's the best one out there?

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Interesting take. Counterintuitively, gamified 24/7 trading "replaces wisdom of the crowds with the folly of the mobs and causes prolonged, irrational mispricing" https://mail.blockworks.com/p/the-least-efficient-market-hypothesis

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Just finished rewatching Silicon Valley on HBO. I don't think I've laughed this much rewatching a show. It's aged REALLY well and captures the zeitgeist of the last decade spot on. Wish they'd do a new one or a spin-off.

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https://warpcast.com/d1ego/0x68f0a0c1

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Just got a roof rack for my Long Range MY. Roadtripping through SoCal next month and debating between a roof cargo box or bag. Leaning towards a bag (don’t need much extra space), but boxes are more aerodynamic. Lot's of contradictory info online about the impact on range. Any advice or experiences?

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"Negative changes in the Fed Funds Rate - US venture backed software exit activity increases by between 10% and 65%" Another banger by Tunguz. The correlation between rate cuts and VC exits is real and non-linear given rate cuts' convexity. https://tomtunguz.com/rates-and-exits/

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Emma’s first swimming lesson. She loved it 😎

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Great read on the logjam (+1400) of private unicorns waiting for some sort of exit. "Hot 2021" deals that raised at ~100x ARR find it practically impossible to find a good outcome when public comps are ~6.3xEV/NTM. Multiple compression has also crushed growth stage investing and we continue to be at an impasse until these get flushed through the system https://eastwind.substack.com/p/zombiecalypse-in-startupland?r=5j48v&utm_source=substack&utm_medium=email

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https://warpcast.com/d1ego/0x43481f0f

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Just finished reading the Genesis Book, can't recommend it enough. For those less familiar with the history of privacy/cryptography/activism even before the crypto wars of the late 90s, it's just a fantastic read. I studied economics and I've never read such a clear explanation for the schism between Hayek and Friedman.

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