Jake Gallagher

Investing in Venture Secondaries at V2 Markets | Follow for Humorous and Insightful Market Takes | Deal Flow List 📬 Get Access Below |

[Arya Marwaha @arya_marwaha]

Today, we’re launching @ContrarioAI after reaching $6M annualized revenue in under 6 months.

We’re on a mission to superpower a network of expert recruiters with AI agents to help companies hire great talent faster.

Today, Contrario partners with 200+ companies, including Listen Labs, Wispr Flow, and Slash, alongside hundreds of recruiting agencies and in-house talent teams who’ve made it their platform of choice.

[Jake Gallagher @JakeGallagher93]

@doomerzoomer Solid upside

[Jake Gallagher @JakeGallagher93]

@eladgil Even more disturbing is that many professors are actively encouraging struggling students to apply for learning disabilities privileges so they get extra time for exams.

[Jake Gallagher @JakeGallagher93]

@kwharrison13 Was the VC already invested in Competitor A? If so, the responsibility also falls on the founder to vet that during their own due diligence process. There will always be cheaters in the prisoner's dilemma of life, especially in the VC/startup space.

[Jake Gallagher @JakeGallagher93]

The team onboarding seems like an easy no-brainer for the CS team.

More vendors should offer a data migration upsell. Even if they don’t want to allocate dev resources to the project, they could partner with a trusted dev agency to handle data migrations.

I mainly see contract buyouts at large deal sizes. It gets trickier for smaller deals, especially if the vendor is competing on price.

[Jake Gallagher @JakeGallagher93]

@RichLightShed @sarthakgh At under 50%, they are clearly not a monopoly. Here’s a list of problems that the government should allocate resources towards before blocking this merger: drug/child/sex trafficking, personal financial literacy in k-12, potholes, balancing a congressional budget etc

[Jake Gallagher @JakeGallagher93]

@ColinGardiner I think teams need to consider whether higher growth outweighs higher churn. Higher churn can accelerate the feedback loop to determine if they’re targeting the wrong ICP or need a better product.

[Gwart @GwartyGwart]

Flight attendant comes over intercom: “your flight is oversold, I need two volunteers to take a flight this afternoon for a $300 voucher.”

I spring into action. I was born for these moments. This is why I studied game theory. Literal tingles. I pull out my megaphone and address our boarding gate: “guys, they absolutely must off board at least two passengers or this bird isn’t taking off. Every 3 minutes they will increase their bid by $200. If we all hold out for 45 more minutes, 2 of us can make nearly 5 grand each. Textbook prisoners dilemma, this is (3,3) in its most visceral representation. I’m not even going to give up my ticket but I know value when I see value. Let’s make Nash proud ladies and gentlemen. Do not acquiesce. Do not defect.”

Anyhow 2 people immediately accepted $500 and I called them retards on my megaphone and was placed in a detention room by airport police. This is why we study game theory.

[Jake Gallagher @JakeGallagher93]

@dunkhippo33 You should just tell them to add AI to their name. That seems to add $500M in value overnight

[Jake Gallagher @JakeGallagher93]

@alex Sounds like there are about to be Limitless Meta Ray Bans

[Jake Gallagher @JakeGallagher93]

@Hadley So you are saying that it is now a good time to be looking at the 95%?

[Jake Gallagher @JakeGallagher93]

@rohitdotmittal It's hard to get the data for the private companies, but I think doing an analysis on Price/Gross Profit vs Price/Sales would improve the comparisons. Most of these AI companies have significantly lower gross margins than that of their standard SaaS competitors

[Jake Gallagher @JakeGallagher93]

@skylarromines So true

[Jake Gallagher @JakeGallagher93]

@christophersaum Agreed. It's also presents a serious fiduciary risk if you are managing other people's money. You should invest because you believe their vision and hold conviction in their ability to execute.

Vibing outside of that is just a cherry on top 🍰

[Jake Gallagher @JakeGallagher93]

@mattturck Is it the claims line? If so, its probably going to be more than 17 minutes

[Jake Gallagher @JakeGallagher93]

@collision Congrats on the first "season"! Would love to see an episode about the future of AI with @elonmusk and @sama

[Jake Gallagher @JakeGallagher93]

@thisisgrantlee You can't build a skyscraper on poor foundation. Just look at 432 Park Ave

[Jake Gallagher @JakeGallagher93]

@edels0n Considering most of his "tax the rich" platform was shutdown pretty quickly, this is not entirely surprising.

[Jake Gallagher @JakeGallagher93]

@NikMilanovic Who says they aren’t innovators

[Jake Gallagher @JakeGallagher93]

@pitdesi Haters love to root against the Pauls, but I think their reach will source some solid port co’s