Shaun John

@idealexit

43 Following

73 Followers

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6/ It was a utility product. So even though it was a very embarrassing V1, they actually thought the lesson they took from it was that what customers cared about - since they did all the deliveries themselves - wasn't necessarily what the app looked like. https://www.youtube.com/watch?v=KAfjq267r68

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5/ If you think about the job to be done, it was to bring something to the customer in the time quoted and in the condition they would expect. The goal wasn't to do anything else. Customers weren't going to open the app and obsess over its UI or play with it or find a date.

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4/ I know it sounds really embarrassing, and trust me, it was very embarrassing. The number one thing was being terrified of whether anyone would care, and that's what they were really testing.

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3/…whoever would pick up first would basically take down the order, place the order on your behalf, go and pick up the order and deliver it to you…the only way that we could collect payment was…Square (or Block, as it's called now) That's literally how they did the 1st order.

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2/ There's a Google Voice number that you could call to place an order once you call this Google Voice number it would ring the cell phones of the four founders…

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DoorDash was once a startup -- here's how they built it: 1/ We took 45 minutes to build it so it wasn't as fully built as some of the other services…we built PaloAltoDelivery.com which is a static HTML page that had eight PDF menus…

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For those that were once skeptical of crypto's place or purpose in the public markets, here we are: crypto exchanges buying reputable retail trading platforms & the next era of professional trading https://ninjatrader.com/news/kraken-to-acquire-ninjatrader-introducing-the-next-era-of-professional-trading/

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$32 Billion is a MASSIVE exit for a NYC headquartered tech company of any size. Rule of thumb: If a monumental startup acquisition doesn’t go though at $23 Billion…just invert the numbers! https://blog.google/inside-google/company-announcements/google-agreement-acquire-wiz/

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The raising of Righteous Lazarus, the Four-Days Dead, is considered a miracle. The reversal of The Lazarus Group's billion dollar blockchain heist, apparently fits a similar definition -- highly improbable, extraordinary, yet bringing very welcome consequences. https://x.com/TimBeiko/status/1893412457567383559

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Where's the action for Polymarket props on whom is most likely to get pardoned 1st -- SBF or CZ? https://polymarket.com/event/trump-pardons

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Today, that company is Mora, a retirement investing platform for kids, via their parents, of course. If the startup journey was maturation personified, we’ve just seen it ditch the cosmopolitan flat with roommates for the proverbial suburban picket fence.

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How Stonks transformed into Mora has to be studied. In 2019, Ali Moiz created a platform for serious startup investing though powered by memes & lolz alike, called Stonks (later, Sandhill Markets).

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Market watchers & wonks alike are predicting that when the next IPO Bull Run does inevitably occur, it will be an IPO Unicorn Run porting many a multi-billion dollar tech company into the public markets 🧸>🐮 > 🦄 https://www.investors.com/news/technology/ipo-market-slump-unicorns-new-ipo-stocks-2025/

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Now that AI is having its day in the sun 🌞 those with eyes on the horizon are beginning to unlock the future of quantum😶‍🌫️ countries & companies included 0️⃣1️⃣ https://www.reuters.com/world/china/china-set-up-national-venture-capital-guidance-fund-state-planner-says-2025-03-06/

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I know the public market hasn't been terribly ravenous in its voracity for venture-backed companies...but is an IPO of a venture firm the "reverse ozempic" shot to pique public appetite for our portfolio companies? https://www.pymnts.com/news/ipo/2025/general-catalyst-reportedly-weighing-initial-public-offering/

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Though we’re still in the early days of seeing the full value of web3 x AI intersections, if ETHDenver is a looking glass into the future, I’m glad to see it isn’t all degen projects on the horizon. Long on regen 🦄

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Years ago, I remember Willy Woo predicting Bitcoin’s rise to $100k, and even the laser-eyed maxi was rankled by the prognostication. Where here now, sort of…but what’s next?https://youtu.be/zkOuPOUCWhU?si=r51JOIMeddp5lUGo

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Which has the stronger potential to supplement venture LP bases — private credit or insurance capital?

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Billion dollar exploits should certainly be launched into overnight infamy, though it seems the current pittance of a $50k bounty may be become more notorious than the $1.4b hack itself. https://rekt.news/leaderboard/

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I love seeing talented investors make it beyond Fund III, and couldn't be happier for Guarav Jain & the team at Afore Capital. Congrats on the $185M Fund IV, and here's to much more 🥂 https://www.afore.vc/

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