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Darsh Patel retweeted
entirely reasonable for NVDA, AMD, GOOG, and TSMC to 10x market cap over the next decade via organic growth and savvy M&A, and the main reason this is weird is because $50T market cap companies are going to be strange to digest and the path there will require extreme concentration of capital and value in an increasingly skittish world
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@WillManidis no statue has ever been erected to a critic
@_ram_ open weights = more hardware / software co-development + less cuda dependency = nvidia moat erosion
@gabepereyra @harvey @cursor_ai you’re overcomplicating the stack cc @vincentweisser @PrimeIntellect
Darsh Patel retweeted
Sleep well, NY.
so when’s @stripesco_ leading the mimi’s series a
Darsh Patel retweeted
see you there 🧡💙
when @travisk founded uber his vision for the highest possible ltv user was a 20-something dude in nyc using the platform to a) transport every meal from point a to b and b) transport his gf from point a to b
Darsh Patel retweeted
We've raised a $50M Series B to keep making everyday calls extraordinary. After 1,000,000,000 calls and 10x enterprise ARR growth, Vapi's platform approach to voice agents is becoming the standard for businesses building human interfaces.
Darsh Patel retweeted
This is absolutely incredible. 💔
Darsh Patel retweeted
Just enjoy the show 🍿 #RepBX
@brexton Just say you don’t want to look at my face man
databricks team saw anthropic’s market moving tweets and decided they wanted in on the fun
Today we’re announcing Lakewatch — a new open, agentic SIEM. Security has changed. Attackers now use agents, operating 24/7 at machine scale, while legacy security tools were built for human-speed threats. We need tools where agents work alongside humans to keep up. Lakewatch
In today’s episode of no one understands what they’re buying: the market sells off $CRWD and $ZS in response to Anthropic releasing an SCA tool
Introducing Claude Code Security, now in limited research preview. It scans codebases for vulnerabilities and suggests targeted software patches for human review, allowing teams to find and fix issues that traditional tools often miss. Learn more: anthropic.com/news/claude-co…
@JaredSleeper Waiting for someone to show me CRWD’s SCA or DAST products that are supposedly going to be disrupted
Darsh Patel retweeted
We’re excited to announce our $250M Series B, led by @BessemerVP , bringing our total funding to over $400M to scale real-time, runtime-powered cloud security. Read a personal note from our Co-Founder & CEO, Amiram Shachar: upwind.io/feed/building-…
Darsh Patel retweeted
Drinking dat dirty water
jack mcclelland @jackmcclelland
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Will Robbins @whrobbins
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Gaby Goldberg @gaby_goldberg
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Bessemer @BessemerVP
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🔥 Amy Dream @amyb1836zz
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80 Followers 98 Following TO, Commentator, and Streamer for Vancouver's Pokemon VGC scene. Probably wearing a RedBull jacket https://t.co/rdgSyUqJmk
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Shaur @ILIVETWICE
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20 Followers 295 Following CTOs at AI startups spend weeks interviewing engineers who shouldn't have made it past round 1 Building https://t.co/1x2Bn67iI8 to fix that
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Marc Andreessen 🇺�... @pmarca
5.6M Followers 32K Following You’re not talking to someone who woke up a loser. That loser attitude, that loser premise makes no sense to me.
jack mcclelland @jackmcclelland
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delian @zebulgar
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Bessemer @BessemerVP
165K Followers 1K Following For the entrepreneurs who want to build revolutions of their own.
Suhail @Suhail
438K Followers 669 Following Starting something new. Past: CEO & Founder @mixpanel Pizzatarian, engineer, music maker
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Talia Goldberg @TaliaGold
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em herrera @EmilyHerrera
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Alexis Ohanian 🗽 @alexisohanian
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Chris Gibson @RecursionChris
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sharadh sivamani @SharadhSivamani
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Grad @Grad62304977
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13K Followers 126 Following Summary and synthesis of the best business, technology, and consumer conversations | @firesidetapes for historical archives
Entelo Bio @entelobio
17 Followers 4 Following Entelo Bio is building the evidence chain in Human Resilience. We do this by decoding biology, developing medicines and derisking translation.
SkyPilot @skypilot_org
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TheBigBerbowski @TheBigBerbowski
19K Followers 706 Following Product Manager. AI infrastructure research | Data centers, memory, networking. Tracking the supply chain. On Substack! 👇
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5K Followers 4K Following Managing Director at Maverick Ventures. Formerly @BessemerVP, @MinuteClinic, @BainCapVC, @BainAlerts. Love mission-driven entrepreneurs. All views are my own.
P Equity Research �... @pequityresearch
44K Followers 657 Following Research 📃 & News 🗞️ | Semiconductors & Tech | Sharing my knowledge & insights with the world 🌍 | Deep dives, research, discord in my substack!📍| PMs Open👇
Teknium 🪽 @Teknium
116K Followers 6K Following Cofounder and Lead Engineer - Hermes Agent @NousResearch, prev @StabilityAI Github: https://t.co/LZwHTUFwPq HuggingFace: https://t.co/sN2FFU8PVE
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Octahedron Capital In... @insightsbyocty
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Keller Cliffton @Keller
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brexton @brexton
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