Feel guy

Real name: HIMothy Gonzalez Jr. | SaaS investing at a mega fund

[Feel guy @BonVoyager321]

@rabois @mhdempsey Sounds like you should take this deal to your investment committee. Would be a top 5 IRR trade

[Feel guy @BonVoyager321]

@grx_xce @Intelligence_ai @IndexVentures @conviction @A_StarVC What’s definition of ARR?

[Feel guy @BonVoyager321]

@rl_env Agree haha but q is irrelevant. This is what the VCs and lawyers are for

[Feel guy @BonVoyager321]

@rl_env When you’re worth 30x ARR you gotta spin some dreams / find ways to hit the out years

[Feel guy @BonVoyager321]

One more I forgot:

Mosquito lands on man’s balls. Man learns violence is not always the answer

[Feel guy @BonVoyager321]

Old Chinese proverb I remind myself every now and then:

Man who goes to bed with itchy bum, wakes up with stinky finger

[Feel guy @BonVoyager321]

#NewProfilePic

[Feel guy @BonVoyager321]

@MrDiamondBags @sherifftakes you always say the same thing right

[Feel guy @BonVoyager321]

@packyM Great ambition, cool market, but don’t understand prices on these deal.

Wire harness businesses trade at like 1-2x revenue max, 6-10x EBITDA max. Sure hope they can get to 1b revenue soon

[Feel guy @BonVoyager321]

@traestephens “Nobody writes or thinks with the subtlety and power of these three men, and if anybody did, nobody would notice.”

Oh, I noticed Peter.

Also I get he’s smart but use some smaller words for god’s sake. Painful to read with his vocab choices

[Feel guy @BonVoyager321]

@slopernicus @emilyinvc Should be buying Zoom shares and shorting Live Nation

[Feel guy @BonVoyager321]

@rl_env @ItzSuds Aren’t they a “holding company” - why flip it?

Not saying it’s not smart tho haha

[Feel guy @BonVoyager321]

Hypothetically speaking.. if i ran a 2bn a manufacturing company in a space that needs major automation. AND that company had 50k factory workers globally. Can i get all those lads to wear VR headsets and body suits and sell that data to the foundational models?

[Feel guy @BonVoyager321]

Hey pal, the Clankers are going to fuck you up in 2060

[Venkatesh @Venkydotdev]

STOP SAYING THANK YOU TO AI
STOP SAYING THANK YOU TO AI
STOP SAYING THANK YOU TO AI
STOP SAYING THANK YOU TO AI
STOP SAYING THANK YOU TO AI
STOP SAYING THANK YOU TO AI
STOP SAYING THANK YOU TO AI
STOP SAYING THANK YOU TO AI
STOP SAYING THANK YOU TO AI
STOP SAYING THANK YOU TO AI

[Hoops Crave @HoopsCrave]

Kanye West on wishing Kim the best:

"I can't wish her the best because she would end up with me"

[Feel guy @BonVoyager321]

Libtards are afraid of me. Retards flock to me

- Confucius

[Feel guy @BonVoyager321]

@Trace_Cohen I just mean bigger check sizes into more proven businesses. That is just the later stage business model (late stage growth / PE). Some of these VCs who are raising massive funds are losing the craft of true venture and just looking more like PE

[Feel guy @BonVoyager321]

This is FUCKED

[Underdog @Underdog]

Sonny Styles profile...

6'5" ➡️ same as Calvin Johnson
244lbs ➡️ three pounds lighter than Derrick Henry
43.5" vert ➡️ same as Nate Robinson's max vert
4.46s forty ➡️ same as Bijan Robinson
135" broad jump ➡️ same as Julio Jones

FREAK ATHLETE

[Feel guy @BonVoyager321]

Time to see if the psychedelics fried his brain or not

[Dev Ittycheria @dittycheria]

Wow. This is an aggressive move.

Layoffs totally suck, and I feel for everyone affected.

I do respect the effort to avoid making continual cuts year over year and instead make one deep cut and be done. This tells everyone left in the co that you don’t need to look over your shoulder.

Time will tell if @jack is right, or if AI comes after more jobs.