David

Trying to think of something witty to say. Currently leading backend, mobile, and web platform teams @Square

[David @badatreality]

Want to help? The next family that moves in will need support for groceries, to clothe their children, and to get around town while they look for work. You can support them here: https://t.co/ChOfJXdVfw

[David @badatreality]

New rule: you can't send me marketing spam until after you've delivered the first product I bought from you

[David @badatreality]

@engineering_bae As the father of an 8yo who also loves art, this thread is full of awesome. Much appreciated!

[David @badatreality]

Ah yes, those evil people with their - *checks notes* - colorful hair ?

[Antonio García Martínez (agm.eth) @antoniogm]

Elon simply defenestrating the entire HR regime, the ESG grifters, the Skittles-hair people with mouse-clicking jobs who think themselves bold social crusaders rather than a parasitic weight around any organization’s neck, is an intolerable overturning of the social order.

[David @badatreality]

When this thing goes down and/or y'all aren't here anymore, I don't think I'm trying out any of the alternatives. Just going to live a simpler life. Maybe I'll spend more time texting friends instead of shouting my thoughts into this void

[David @badatreality]

@engineering_bae Oh wow, only every cycle? I feel like I'm at "every day"

[David @badatreality]

seriously considering moving over here https://t.co/BPWpaEeHx5

[David @badatreality]

@steviemctweets What do you mean "data room"?

[Michael Harriot @michaelharriot]

We can't talk about this without bringing up 1 part of "identity politics" that pundits REFUSE TO ACKNOWLEDGE:

White people don't vote for Black people.

In fact, white voters in BOTH PARTIES will switch sides before they vote for a Black candidate.

*Cue the "not me" replies

[David @badatreality]

Survey hard

[David @badatreality]

Yeah but he never invented it in the first place so ¯\_(ツ)_/¯

[Neil Chilson ⤴️⬆️🆙📈 🚀 @neil_chilson]

@mmasnick PayPal. He invented PayPal. Again.

[David @badatreality]

Small number of checks ahahahaha

[David @badatreality]

Tell me you know nothing about how payments work without telling me you know nothing about how payments work

[David @badatreality]

Crypto finance is the same as the tranchified mortgage backed securities from the 2000s. Just a bunch of finance bros trying to rob you

[Jon Wu @jonwu_]

FTX was the world's 3rd largest crypto exchange.

Today it's said to be insolvent and in the midst of an acquisition by Binance.

Here's everything you need to know about Alameda Research and the collapse of FTX:

👇

[David @badatreality]

Open washing machine, find AirPods 😬

[David @badatreality]

Love this visualization for income statements

[App Economy Insights @EconomyApp]

Choose your fighter
$AAPL $MSFT $GOOG $AMZN

[David @badatreality]

CashApp $280 ARPU vs $12 Venmo 🤯

[Rex Salisbury @rexsalisbury]

Consumer Fintech ARPUs range from around:
$10 (P2P payments, BNPL)
...to
$280 (neobanks)
...to
$850 (crypto exchanges)

Helpful numbers to keep in mind as a founder or investor to understand how many users you need to build a business!

[David @badatreality]

Really gotta thank the Nets for making the Knicks look like a functional organization again

[Corey Quinn @QuinnyPig]

Cloud cost and cloud architecture are *THE SAME THING*. Finance can't solve this in isolation.

One of the best people I know for this kind of job found themself locked out of Twitter systems late last night.

As a dad, I'm disappointed that someone is not making good choices.

[David @badatreality]

Third talk I attended: https://t.co/415JqU86XP

[David @badatreality]

At @sfelc_’s conference, I attended a talk by @blocks’s own @tomjadams about the experience @cashapp of Building a Top-Down Technical Strategy in a Bottom-Up Culture #SFELC 🧵

[David @badatreality]

I really enjoyed the experience @sfelc_'s Annual Conference this year. The venue was not great for hearing talks, but it was a couple of sunny, gorgeous days in SF and I got to meet and engage with lots of awesome people (https://t.co/btW9fuocZb) #SFELC

[David @badatreality]

Second talk I attended: https://t.co/KwQyMVTQI4

[David @badatreality]

At @sfelc_’s conference, I attended an interview-style talk where Bin Liu (handle?) had a series of questions for @aniqued about “Why the EM Matters in Hypergrowth Companies”. As a PM, it was interesting to hear Anique’s perspective here #SFELC 🧵