Cam Lodack

Startup founder. Fmr middle market PE ; doing god's work. #Bitcoin in 2011. Fmr model

[Cam Lodack @CamLodack]

@BigJohn043 Did you already own shares or SpaceX prior to the IPO?

[Cam Lodack @CamLodack]

@bgurley @seemacnbc fyi I’ve spoken with people who run these retail IPO programs. They say no one has ever enforced the 15 day no trading thing.

[Cam Lodack @CamLodack]

@jakozloski @rucibear @jensenjeans Kudos to you for making so many cuts of this data available.

[Cam Lodack @CamLodack]

@zerohedge Read the rules. Rescue operations count as "US forces entering Iran". That's why it jumped yesterday.

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@mattyglesias You’d be surprised that this is not in fact a specific forecast. The words “it” and over “over” are ambiguous.

[Cam Lodack @CamLodack]

@TurnerNovak @SpaceX @Polymarket @Kalshi @NotionHQ @Lovable @Replit @AnthropicAI @OpenAI @anduriltech @stripe Scale AI is still on there?

[Cam Lodack @CamLodack]

@ycombinator @TheCorgiCompany Smells wrong.

How does someone raise $108M from these three investors

And come out of stealth with $40M in "ARR"

[Cam Lodack @CamLodack]

@Chazzym22 It would be more realistic if, instead of dolls, they used a puppy.

[Cam Lodack @CamLodack]

@aschwags3 Marc got defensive because he knew deep down that he fucked up. He accidentally revealed their plan to that reporter. When Ben called him out on it, Marc decided to blame Ben rather than take responsibility.

[Cam Lodack @CamLodack]

@Make_EuropaSnow Basically, they all say they like their boyfriends.

Guyanese is so specific it's obviously someone she's dating or has dated.

[Cam Lodack @CamLodack]

@arthurquerou @tbpn $400M valuation with $100M ARR? Either 1) you raised at a horrible valuation or 2) that revenue reporting is fraudulent.

Likely it's number 2!

[Cam Lodack @CamLodack]

@chandlerjward @mlg27_ 506c. Look it up.

[Cam Lodack @CamLodack]

@Deepneuron @mlg27_ It’s not illegal. 506c

[Cam Lodack @CamLodack]

@SawyerMerritt @elonmusk Dara’s reasoning assumes that the market will be fractured. Given how few self driving car candidates there are, it’s most likely to be concentrated.

[Cam Lodack @CamLodack]

@TurnerNovak I don’t expect the GP to actively manage an SPV so carry and management fee do NOT make any sense. It’s a single stock! The LP themselves is making the bet they should keep all the upside.

10% is too high of an upfront fee. But the structure is actually very LP friendly.

[Cam Lodack @CamLodack]

@packyM @tryramp @loganbartlett Your actual reserve price is much much lower.

[Cam Lodack @CamLodack]

@SinaHartung Why are you asking the dev? Just ask your AI to summarize. It’s much quicker and better at describing how the code works.

[Cam Lodack @CamLodack]

@Fatima_Khatun01 They also beat up another guy who intervened. Until a crowd scared them off https://t.co/z4pifdA4aN

[Cam Lodack @CamLodack]

@Fatima_Khatun01 This was in Belgium. Two of the teens were arrested. Does anyone know if they were put in jail and how long?

https://t.co/XnQWKhox7O

[Cam Lodack @CamLodack]

@kevinroose Hot capital markets.