Ryan Floyd 🇺🇸

Founder & MD @stormventures. Early investor in enterprise startups. Host of #AskaVC YouTube channel.

[Ryan Floyd 🇺🇸 @RyanFloyd]

Were you getting a little yippy?

[Ryan Floyd 🇺🇸 @RyanFloyd]

@Bguzel Amazing times

[Ryan Floyd 🇺🇸 @RyanFloyd]

I feel for index funds wo a choice. But retail investors have a choice. So it’s harder for me to feel sorry for their decision. They have access to bullish and bearish perspectives, S1 data etc. Forcing index funds to buy SpaceX quickly post ipo has issues but maybe float limited mechanics will be a safety valve.

[Ryan Floyd 🇺🇸 @RyanFloyd]

Building and using agents has really changed how I have to work. I used to be able to focus exclusively on one task for some amount of time. Building agents and using AI is relatively slow in runtime so it’s forces multitasking for everything.

[Ryan Floyd 🇺🇸 @RyanFloyd]

@eladgil @Trace_Cohen Bigger than electricity? Maybe. But regardless it is in that category.

[Ryan Floyd 🇺🇸 @RyanFloyd]

@edzitron Is that AI generated? HBD!

[Ryan Floyd 🇺🇸 @RyanFloyd]

SpaceX S-1: Not touching the spicy multiple debate but we can all agree the design and pictures are world class!

https://t.co/6VryNZRNNF

[Ryan Floyd 🇺🇸 @RyanFloyd]

@GaryMarcus @Cloudflare While it has a decent take, it read like marketing copy and cf talking their book. So terrific deep dive seems overly generous.

[Ryan Floyd 🇺🇸 @RyanFloyd]

No they aren’t and that’s not why they are doing it.

[Paul Bohm @paulbohm]

Anthropic knows they are weeks away from AGI, which is why they are working with companies like Accenture, Deloitte, PwC, and others to build "joint centers of Excellence" and training and certifying 30,000 PwC professionals on Claude.

[Ryan Floyd 🇺🇸 @RyanFloyd]

@atmoio So great 🤣

[Ryan Floyd 🇺🇸 @RyanFloyd]

@edzitron What an excellent piece of journalism

[Ryan Floyd 🇺🇸 @RyanFloyd]

Its going to be really interesting to see how $LIME does as a public company - just from the perspective of a $2B ish market cap business.

[Axios @axios]

E-scooter company Lime files for IPO https://t.co/7RSHAGR1il

[Ryan Floyd 🇺🇸 @RyanFloyd]

I just saw this - excellent framing of AI h/t @karpathy

[kache @yacineMTB]

you can outsource your thinking
but you cannot outsource your understanding

[Kentucky Derby @KentuckyDerby]

Brothers Jose and Irad Ortiz share a moment after they finish 1-2 in the Kentucky Derby.❤️

[Ryan Floyd 🇺🇸 @RyanFloyd]

An amazing race by really any standard. Wow.

[Kentucky Derby @KentuckyDerby]

GOLDEN TEMPO WINS THE KENTUCKY DERBY.

[Ryan Floyd 🇺🇸 @RyanFloyd]

@varunram You are funny. Lights never came on - gone by 4. Have to work on the handicap at the driving range and then home in time for next episode of Madison w a glass of expensive bordeaux that I can brag about at the next founder social event. Its a taxing job.

[Ryan Floyd 🇺🇸 @RyanFloyd]

Interesting trend to watch right now with SaaS companies leveraging AI and re-imaging pricing. Atlassian Rovo - their agentic product - was highlighted on the call. To be fair - the stock had been beaten down and still is down 50% YTD.

[Aaron Levie @levie]

Atlassian’s results surprised Wall Street, but it shouldn’t be a surprise. The simple heuristic for the future of software is that when there are 100X more agents than people, which parts of software will grow because agents are doing more work that the underlying software is tied to.

If the world generates more code, generates more leads, reviews more contracts, processes more invoices, creates more designs, transacts with more payments, and so on, what are the underlying systems that are managing that work? That will give you a hint as to what happens next.

These agents still need guardrails, security, compliance, workflows to be tied to, data stored, and so on. Those parts of the system of record ecosystem will only go up over time in a world of 100X more untrusted (and trusted) agents used in your workflows.

[Ryan Floyd 🇺🇸 @RyanFloyd]

@edzitron I respectfully disagree w no path to profitability or a business but its not with their current growth rate and valuation. Growth at all costs doesn't work out long term.

[Ryan Floyd 🇺🇸 @RyanFloyd]

@edzitron Its hard to image an easy double in valuation from here. There are only 12 companies in the *world* worth more than 1 trillion. And most of them are riding the same wave.

[Ryan Floyd 🇺🇸 @RyanFloyd]

@TBC_on_X You need to turn this into episodes. The headline storyline which I am sure is wrong is good enough for the fictional story. But ditch 50shades - Got with Under the Desk or Filthy Finance or Earning it the hard way. You are welcome.