Duncan Davidson

Present: Co-founder & MD of @BullpenCap, a post-seed VC fund. Past: led IPO of InterTrust. Co-founder of Covad, SkyPilot, Xumii. Former VC, consultant, lawyer.

[Duncan Davidson @duncandavi]

SpaceX IPO is a record setter. What to expect? My comments on CNBC. https://t.co/u4QxQCXkeB

[Duncan Davidson @duncandavi]

@davidasinclair Good news, David – 91-year old John G. Cramer underwent early safety trials of full body mitochondrial  transplants ... last month ... and no complications!"  https://t.co/2wKecYORRP

[Mosab Hassan Yousef @MosabHasanYOSEF]

Congresswoman, let’s cut the noise. Trump’s not arming Kurds to storm Tehran—that’s a bloodbath nobody wants, least of all the Kurds.

The streets proved it: regime loyalists outnumber opposition. Regime change from inside? Fantasy.

So Trump’s pivot: arm the Kurds to reclaim their land—western Iran, Kurdistan by blood, mountains, history. Ten million strong, not invaders. Just taking back what’s enforced on them.

Goal? Shrink Tehran. Isolate the Shia core. Cut gas, choke IRGC, leave ’em landlocked and weak—no nukes, no missiles.

If they make peace—with Kurds, Baluch, Arabs, even Jews—sanctions lift. They exist.
If they fight? Suffocate under pressure.
Same logic south: Baluch next. East, Arabs. Piece by piece, the colonial ‘Iran’ unravels—not by conquest, by reality.

This isn’t chaos. It’s stability. Kurds rise first. The rest adjust.

Free Kurdistan.

[Duncan Davidson @duncandavi]

@TheSports_Shift B with the light blue helmet (or white)

[Shruti Gandhi / Array VC preseed rounds @atShruti]

Array VC 2025: By the Numbers
9 new investments
5 follow-on investments
2 exits
16 portfolio companies raised capital
AI Labs launched and much more ahead

Can we squeeze in another investment before the year end? Email us dealsatarraydotvc!

[Duncan Davidson @duncandavi]

I would love to see Canva go public, says Bullpen Capital’s Duncan Davidson https://t.co/cyKUAVv3ar

[Duncan Davidson @duncandavi]

https://t.co/vUR6ryGSbE

[David Limbaugh @DavidLimbaugh]

OMG

[Duncan Davidson @duncandavi]

VC Duncan Davidson on CRT (culture religion, technology) AI and the future https://t.co/uWSojWMmRl

[Duncan Davidson @duncandavi]

These are the names most likely to IPO in 2025, according to Bullpen's Duncan Davidson https://t.co/a1DRWLP4hP

[Duncan Davidson @duncandavi]

OpenAI's robust funding will help it remain private, says Bullpen Capital's Duncan Davidson https://t.co/4HvWnvabC7

[Shipwreckedcrew @shipwreckedcrew]

RPs of this would be greatly appreciated. X does not like links to this site, and the Algo throttles any links with them.

[Sam Cates @samcates]

@utekkare @duncandavi @BNarasin @raanan But funny enough, I agree with @nchirls! It takes a village, but the difference maker is the truly special team and company that they’re supporting.

[Duncan Davidson @duncandavi]

@ElonMNews A

[InnovationAus @Innov_Aus]

Manufacturing shows new life, and lessons for the economy | @splunk2

@jens_goennemann @OlegVornik @GilmourAdam #FMiA #Manufacturing #Realpolitech

https://t.co/gvdGww27mx

[Omni @omni]

❄️ @SnowflakeDB Ventures invested in Omni! ❄️

Thanks to the Snowflake team for your continued partnership & our amazing customers for your support 🩷

Check out the blog from @jamiedavidson to learn more 🔗 https://t.co/HM1nVyIr8H

[InnovationAus @Innov_Aus]

Our skills black hole is Australia’s next urgent challenge | @splunk2

#Skills #Realpolitech #FMiA

https://t.co/bnAquNwpOI

[MarketWatch @MarketWatch]

Apple has lost its shine. Here’s what can help it regain luster. https://t.co/49IwEEAyKJ

[Duncan Davidson @duncandavi]

Amazing! Hubble Network makes Bluetooth connection with a satellite for the first time https://t.co/P87RFVdhnd via @techcrunch

[Duncan Davidson @duncandavi]

When Reddit opened its IPO, I was reacting to it in realtime on CNBC. It has settled for the moment at a reasonable stock price. https://t.co/zOPF22Kzu9