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@Edi_Danalache

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Associate @scalevp && @RiceUniversity '19 CS. 🇷🇴🇺🇸

San Francisco, CA
Joined September 2021
Don't wanna be here? Send us removal request.
@Edi_Danalache
Edi
9 months
@Frodan @AriaSaki She’s even got the pro-gamer posture down
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@Edi_Danalache
Edi
2 months
@jxmnop Omg wait did you go to TJ? Are you THE jack morris?
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@paytmitch I was just sitting here wondering how both your first and your last names could be “Payton”…
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@pamtagonia At least you’re defining the relationship 🤷‍♀️
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@KyivIndependent @ the haters: it’s just $28B. That’s like half of Uber. There’s 50 individual people each with more money than that. The US spent $767B on Defense last year. Even if all that money came from the US, it’s less than 4% of our Defense budget.
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@paulg Link doesn’t load for me in-app so here are the screens:
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@Edi_Danalache
Edi
11 months
@0interestrates
rahul
11 months
there are no rules. you can just launch stuff on a friday afternoon
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@samuel_spitz Could also be an image model to see if you’re visibly wearing them, and escalate if it detects you aren’t
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@tszzl Another win for the shape rotators
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@tszzl I wonder how investors think of these potentially world-changing opportunities. Like we're developing AGI that will take over the world, but don't worry b/c it'll listen to our cap table?
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@anammostarac He actually learned that from @tszzl . We call it “roon rizz”
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@tszzl The secret is traveling to a legacy office 2 hours away from the nearest airport in the middle of Minnesota where the best place to get food is the Chili’s next to Holiday Inn. Nothing you CAN do other than work.
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@Edi_Danalache
Edi
8 months
@Austen It definitely sucks for the Fillmore community. I regularly go to that Safeway for my groceries. But that isn’t Safeway’s problem. If the city wanted , they could open their own grocery store or solve the underlying issues. This just seems like they’re scapegoating Safeway.
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@tszzl Twitter laid me off today. If you know of any open positions for developers, let me know. I was the engineer who added new tweets to the timeline. Now the space-tweet continuum is unstable and causing all sorts of downstream issues.
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@Mortdog League of Draven 2: Electric Boogaloo
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@Noahpinion What are people excited in now?
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@pitdesi @sama How does OpenAI’s cap table actually work? Does Microsoft outright own 49% of the company? Could they and another 2% owner control it? I thought OpenAI had done some financial engineering to obfuscate ownership or smth.
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@Jason Gun ownership actually increases the risk of death for the owner and household members, and within the society at large. If you think buying a gun (or encouraging others to buy guns) will make us safer, I would urge you to reconsider.
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@Carnage4Life NFTs died so DALL-E could live
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@MeghanKReynolds @LowerLeftPE @hamilton_lane They call out the J curve in the report and contrast the different vintage funds over quarters since inception. Still looks quite bad.
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@Edi_Danalache
Edi
11 months
@kane It’s giving Evangelion / Code Geass
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@tszzl Or investing in quantum computing that could make encryption near-meaningless. Is the investment thesis that if digital trust is going to break down we might as well be the ones that fund it?
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@tszzl Where do you think it comes from? Is there something about an eng education that encourages questioning or is it just that more curious people end up engineers (but could also study other fields). I lean more toward the latter with a sprinkle of the former.
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@linusalf This, but unironically. Some states (CA) are limiting their egg supplies by outlawing non-cage-free eggs. We need to maintain the look and feel of the cage-free eggs. No mass-market caged eggs here.
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@Jason It’s been shown that owning a handgun dramatically increases the likelihood of death from a handgun-related incited, including homicide, accidental shooting, and suicide (both for owners and other household members).
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@Edi_Danalache
Edi
9 months
@VCBrags The real psyop would be if you were actually Vince and literally congratulating yourself right now.
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@tszzl I’d describe it more as “intellectual curiosity” since I don’t think it’s purely a eng vs non-eng thing. That said, I’ve noticed the gap more frequently between engineers and “business side” folks.
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@tszzl Like puberty but for LLMs. They undergo so much growth that their body has to expand. That’s why performance drops for mid-size data sets until they get comfortable with their larger body.
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@nikitabier From what I understand, for Poland anyone except for men 18-60 can leave Ukraine, no visa required at this time. Romania is also taking in refugees if your family can’t make it to Poland.
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@ParikPatelCFA @pitdesi Use generative AI to create NFT properties for rent in the metaverse. There’s literally 0 risk.
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@ParCredit @thakurign @proetrie If you define middle class as the top 5% of earners…
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@Edi_Danalache
Edi
8 months
A prime example of incumbent advantage in new AI markets. Copilot went $0 -> $150M ARR in 1 year. How can new AI code-completion startups compete?
@jaminball
Jamin Ball
8 months
1.3m GitHub copilot subscribers up 30% QoQ Copilot is an incremental $10 / user / month which implies Copilot alone is now a ~$156m ARR businesses How long until it's $1B ARR?? Very few software companies ever get to $1B ARR. Copilot as an add on seems to be on that path $MSFT
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@Edi_Danalache
Edi
8 months
@RandomSprint How many people sacrificed their 20s for their career? How many achieved it? In a world of increasing future uncertainty is it worth risking your 20s for a future you might not get?
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@kairyssdal Utilizing the DPA so often feels like admitting capitalism and/or our government doesn’t work.
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@Edi_Danalache
Edi
5 months
@litcapital Where did I learn to trade? Have you ever seen the Big Short? Wolf of Wall Street? Better than an Ivy-league degree, bro. I’m listening to a podcast about RenTech now too. I literally can’t lose money, trust me bro.
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@Edi_Danalache
Edi
8 months
@LatticeworkInv @jaminball GPT4 is already trained. Most usage now is just calling the API (inference). I’d think developers calling the API >> however much OpenAI is using for training GPT5.
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@tszzl We can pay creators with e x p o s u r e!
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@0interestrates Hold on babe lemme show you my D(emo) really quick
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I'm glad to have the opportunity to work with and learn from @daleschang and @bolotsky . Their work on the Power of Platform highlights the value we bring to the table by working with our portfolio pre- and post-investment.
@daleschang
Dale Chang
1 year
1. Over the last year, I’ve been working with @bolotsky and @VCPlatform analyzing 20 years of #vc returns and headcount trends. Today, we’re releasing the Power of Platform study. TLDR: ⬆️ investment in Platform roles is highly correlated with superior fund returns.
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@m_franceschetti @0interestrates *Looks at your bio* 👀
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ChatGPT >> BingChat
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Great point from @rodriscoll and @reckless that the only public companies seeing real revenue from AI today are hardware manufacturers “selling atoms”. As Rory said, it’s going to take years before other companies fully train, package, and sell AI products.
@CNBCTechCheck
TechCheck
1 year
The pressure is on big tech this earnings season to show the dollars - how are you going to monetize AI? $NVDA showed them how to do it last earnings season - our panel @reckless @rodriscoll discusses how this time is different and which companies will pull it off
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@tszzl Hear me out: the creator economy except the creators pay US!
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@Edi_Danalache
Edi
6 months
@bryancsk This was @sama ‘s vision all along
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@Edi_Danalache
Edi
8 months
@michelleefang When you’re on call at the club
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@growing_daniel It’s been all downhill for him since he let you go. I think that’s the real lesson here.
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@kane @garrytan @AaronPeskin @DeanPreston We should have more actual working class people in politics. Not tech millionaires or old-money politicians. They’re in the 0.1% regardless of how you frame it. It doesn’t make sense they’re best suited to represent the other 99.9% of citizens.
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@tszzl Me at 3:30p ET: "No worries. As long as we gain 20% in the next 30 minutes my calls won't expire OTM 🤡"
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@Edi_Danalache
Edi
2 months
Thanks @SaaSletter for featuring our new Mendoza Line tool to plot a startup’s growth to IPO! Read more below or at
@SaaSletter
Matt Harney
2 months
📨 latest edition: - expanding on Avenir / @JaredSleeper *great* state of the industry deck; including an @ArdaCapital deep dive on PE + SBC - Coatue's EMW 2024 + some curated content from @Edi_Danalache / @scalevp Link = next tweet
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@Edi_Danalache
Edi
11 months
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How are tech startups expecting 2023 to play out relative to 2022? I took a look at initial annual plans and Q422 performance to get a sense of what 2023 might bring. Read more in my blog post below:
@scalevp
Scale Venture Partners
2 years
Companies in 2023 are sprinting to efficiency, with some companies forecasting a 25% drop in GAAP revenue growth, but a 50% improvement in Burn Multiple. See the numbers in our latest Flash Update here:
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@tszzl Take over Dolores Park next time
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@Edi_Danalache
Edi
10 months
@alex They’re always on their phone / computer so they can just shoot back an email / text immediately.
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Shoutout to the Bucharest metro for highlighting local artists on their trains
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@tszzl @0xAIRZ Tell me you didn’t sell your Meta stock without telling me you didn’t sell your Meta stock
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@tszzl @MightyApp Edge computing will take on a new meaning. Megaclusters at the literal edge of the universe, whose pure task is to entropically expand the frontier. Why? To increase our TAM, of course.
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@tszzl My haiku won the Austin Public Library Pi Day contest once:
@AustinPublicLib
Austin Public Library
7 years
Circle of yummy ~ This is what I really want ~ Pie in my tummy. (Eduard D) #pieku
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@samuel_spitz @gently Holy shit you did it
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@peachblvd Legacy institutions inherently protect the legacy status quo. Unless something breaks they have no reason to change. If tech accelerationists it’s don’t push the envelope and force legacy institutions to change then they never would.
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@ericbahn That’s quite the edit …
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@Edi_Danalache
Edi
9 months
@pitdesi I don’t see anything wrong with this. Good to see govt take a stand against hate and unnecessary bloodshed. There’s def other problems to work on too, but I don’t think that should detract from this resolution.
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@Edi_Danalache
Edi
4 months
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@Edi_Danalache
Edi
9 months
@_rxmee Now I’m wondering who Murray is. Did they just come up with the name? Are they a friend? Are they actually a ride share driver? What if Murray is a self-driving taxi? Will we ever really know the truth? It’s a holiday mystery.
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@tszzl There a bunch of apps built on top of GPT3. and come to mind, but I’m sure there’s more.
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@Edi_Danalache
Edi
7 months
While stocks are back at all-time highs, it’s still a tough time for a lot of cash-strapped startups that are trying to balance growth with efficiency. Early signs from 2024 are looking positive - hopefully the trend continues and we see private markets rebound this year as well.
@scalevp
Scale Venture Partners
7 months
In terms of the tech downturn, it looks like the worst is over. So, where do we go from here? We dug into the data to figure out how startups are reaccelerating into 2024, where the growth is coming from, and what operating looks like this year.
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@divergiment @tszzl @tszzl the moment GPT gets access to spreadsheets it’s all over for my professional career. Please show some mercy.
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@nearlydaniel @mickeyxfriedman Oh you’ve never heard of kuber-neets? It’s like Uber but for containers. I know it sounds a bit contrarian but I think it could really take off.
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@alexandr_wang How do you measure payoff?
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@Edi_Danalache
Edi
5 months
@techfounder3 @AravSrinivas Isn’t this the rabbit r1?
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We just published our latest Scale Studio Flash Update. Surprisingly, we did not see a sharp increase in churn in Q1. Instead, we saw companies optimize their spend by pushing back more on upsell and pricing, and a general slowdown in new deals. @scalevp
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@mllichti @themichaelalt @conorsen Saying “CPI has peaked” implies the following periods would have negative GROWTH (i.e., contraction). Conor is saying negative growth, not negative absolute CPI. Negative growth = decrease in CPI (still above zero).
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@rao_hacker_one @debarghya_das I think the main point is that it’s hard to find what you’re actually looking for. Even if you see more matches, if none of those are an actual fit then it’s still a loss.
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@samuel_spitz Next year you should do a competition b/w the vibecamp crowd and your fancy party people. Like Physical 100 or beer bike or smth
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@tszzl I didn’t get into Harvard either. Am … am I a GPT?
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@swimmingmohit @kairyssdal @matt_levine From what I understand the $1B back-out is only possible if Twitter misled Elon as part of the deal. IF he backs out without a legitimate reason Twitter could sue to force the deal or a settlement (like Tiffany and LVMH)
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@Edi_Danalache
Edi
9 months
I made a Hindi song for my friend with @suno_ai_ in literally 2 minutes. Just asked ChatGPT to write the lyrics. This is crazy.
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@tszzl Bold of you to assume companies have thickets of knowledge
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@Edi_Danalache
Edi
8 months
@Carnage4Life Satya has the chance to do the funniest thing right now
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@Edi_Danalache
Edi
9 months
@0interestrates When are we getting @perplexity_ai -level merch tho?
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@aniehenke Turns out butter was the real delicacy all along
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@thalassa2008 @WW32022 @rastarocket16 Je pense que les Ukrainiens, pour arreter les tanques Russe
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@tszzl Which is more important? Asking the questions or answering them?
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@Edi_Danalache
Edi
8 months
@0interestrates @JuliusAI_ Julius code interpreter >> ChatGPT
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@tszzl @scale_AI “By Roon” pop off king
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@nathanbenaich My colleagues @MaxwellAbram and @jkauf_mann at @scalevp put together an index of companies and are continuously updating it here:
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@Knightfall21 @Kalshi You can’t get addicted to buying flight insurance. You CAN get addicted to gambling on the internet.
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@Edi_Danalache
Edi
4 months
@samuel_spitz Pretty sure my data makes the model worse. Maybe they’ll just prompt it “don’t do it like this”.
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You ever roll around the office in your chair, pushing yourself around with your feet, and feel like a lil squid?
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“Valuation risk” summed up in one table
@buccocapital
BuccoCapital Bloke
1 year
"All investments in Instacart made after 2015 have underperformed the S&P 500 significantly" via @AswathDamodaran
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@mickeyxfriedman @callmehouck The founders who are actually heads down building don’t have time to spend trying to get onto 30u30.
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@Edi_Danalache
Edi
2 months
@jxmnop @neurobiophysics @KtunaxaAmerika @SCDC87 Turns out doing AI research in high school was pretty prescient
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@pmarca Someone tell Maine about no-code
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@tszzl “And if those law-tablets happen to be iPads, so be it.” -Steve Jobs, 2023
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@Edi_Danalache
Edi
2 months
@DanielStrauss4 Cutting it close only an hour and a half before curfew!
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