Dan Romero pfp

Dan Romero

@dwr.eth

4302 Following
346716 Followers


Dan Romero pfp
Dan Romero
@dwr.eth
good content
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40 reactions

Dan Romero pfp
Dan Romero
@dwr.eth
14 replies
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93 reactions

Dan Romero pfp
Dan Romero
@dwr.eth
Why do people care about Windsurf? 1. Big tech acquisitions have been illegal since 2021. Previous admin put policy in place but interestingly enough current admin has continued the status quo. The Bannon / Hawley camp of MAGA “coalition” hate tech. 2. Why do acquisitions matter? Not every company can go public. But there are a % of companies that still end up being valuable enough to be acquired by a bigger company. By removing this option, you decrease returns for startup investors, which in turn makes it harder to fundraise (both raising as an entrepreneur and as an investor) 3. Who cares? VCs are rich anyways! Well, the people most impacted by the removal of marginal liquidity provided by acquisitions: entrepreneurs having a hard time raising money (ie chasing the marginal dollars) and employees at the companies that don’t go public (the entrepreneurs are usually able to do their next thing). 4. OK, but this has been happening since 2021 why are people caring now? Well, Jurassic Park “life finds a way”. AI boom has big tech in the most intense competition for talent in decades (ever?). So a new acquisition that’s not technically an acquisition has emerged. Basically it’s: hire away the AI talent, “license the tech” (they don’t actually care about the tech), and then the licensing fee pays out the cap table. Unconventional, but everyone gets paid — employees, investors, founders. This happened with Meta-Scale $14B deal. But Windsurf was a 300 person startup where a high % of the employees had joined in the last year. So they technically had not vested yet (“12 month cliff”). So this meant that they did not participate in the windfall. This upset a bunch of SV people on Twitter. The SV social contract is you work for a startup and get equity and if the startup does well (acquired, IPO) you make a bunch of money as an employee. This initially seemed to violate it. Seems like the remaining Windsurf team is going to another equivalent startup Cognition on favorable terms. But slippery slope. Anyways, that’s why everyone was yapping about it.
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Dan Romero pfp
Dan Romero
@dwr.eth
https://farcaster.xyz/siyana/0x7ad2fdf4
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Dan Romero pfp
Dan Romero
@dwr.eth
naïveté of youth: arbitrarily picking age thresholds tied to “success”criteria and then expecting others to validate them play your own game :)
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Dan Romero pfp
Dan Romero
@dwr.eth
amazing
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Dan Romero pfp
Dan Romero
@dwr.eth
We 2x'd developer rewards! Twice as many eligible mini apps and twice as much money
23 replies
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427 reactions

Dan Romero pfp
Dan Romero
@dwr.eth
👀
4 replies
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40 reactions

Dan Romero pfp
Dan Romero
@dwr.eth
"titan clusters"
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Dan Romero pfp
Dan Romero
@dwr.eth
Looking to put together a list of top 10 max farcaster lore casts Reply with candidates!
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Dan Romero pfp
Dan Romero
@dwr.eth
lol
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Dan Romero pfp
Dan Romero
@dwr.eth
I'm not retired yet, but there will be signs...
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Dan Romero pfp
Dan Romero
@dwr.eth
well-intentioned government policy unintended 2nd order effects damn, unintended 2nd order effects got hands
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Dan Romero pfp
Dan Romero
@dwr.eth
of course roger would rock a grenadine tie
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Dan Romero pfp
Dan Romero
@dwr.eth
Casual tennis fan, but find what Andy Roddick is doing with his podcast fascinating. He’s publishing his reaction to the Wimbledon final within an hour of the ending. Tony Romo / Tim Brady level analysis but not attached to the major network (that paid for the broadcast rights). Media landscape continuing to shift to creators and owning your own distribution (albeit still on web2 platforms).
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Dan Romero pfp
Dan Romero
@dwr.eth
YouTube mini apps
24 replies
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280 reactions

Dan Romero pfp
Dan Romero
@dwr.eth
firecracker
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Dan Romero pfp
Dan Romero
@dwr.eth
👀
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62 reactions

Dan Romero pfp
Dan Romero
@dwr.eth
Starlink funding AI https://www.wsj.com/tech/spacex-to-invest-2-billion-into-elon-musks-xai-413934de
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Dan Romero pfp
Dan Romero
@dwr.eth
well that’s settled then 🤣
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