Bogdan Constantin

Entrepreneur & Dad to 4 kids under 8! 2 startups in. Exited both for 8 figures. Now scaling top 100 national home building co and a new tech b2c plaform.

[Bogdan Constantin @bconstantin]

@patrickc @om What service did you use to sequence your genome?

[Lenny Rachitsky @lennysan]

Breaking: Anthropic is now at $30B ARR.

Up from $19B in February.

That's $11B ARR added in one month.

WAT.

[Bogdan Constantin @bconstantin]

@mavady @Lovable The holy grail is coming!

[Bogdan Constantin @bconstantin]

@ankurnagpal SOLO

[Bogdan Constantin @bconstantin]

@MaxAnderson Couldn���t agree more. I’m making GOOG my largest position next week. Exactly for the reasons you listed.

[Bogdan Constantin @bconstantin]

The world needs more Raymonds.

[Bill Ackman @BillAckman]

Beautiful.

[Bogdan Constantin @bconstantin]

@maxanderson @42Macro Wish you’d told me! I cut 80% of my position in August but I’m still holding the bag right now on the remaining 20%

[Bogdan Constantin @bconstantin]

@pitdesi @pitdesi been doing the identical thing - microdosing Tirz for same reason + additional health benefits - my resting heart rate on Tirz is up 9 BPMs according to Oura. Officially been a year end of Oct - couldn’t recommend it more!

[Bogdan Constantin @bconstantin]

@ankurnagpal Guide

[Bogdan Constantin @bconstantin]

@OptionsBuffett Trade!

[Bogdan Constantin @bconstantin]

@shl Would love one!

[Bogdan Constantin @bconstantin]

@gabriel1 Would love one!

[Bogdan Constantin @bconstantin]

@OfficialLoganK As someone who previously cofounded an SMS platform for B2C brands - the unit economics are unbelievably prohibitive. It’s too costly per segment for the brand. Unless you can have @Google make RCS free this is a pipe dream.

[Bogdan Constantin @bconstantin]

I’m a top 100 national builder - we build semi custom homes around $600k - we will build 400 homes in North Ga, Western NC, Lake Oconee and TN - demand has been up and we’ll finish +35% YoY - I think what we’re seeing is a market freeze on move up homes. The young families can’t afford the next level up home due to rates, creating a gap. If you’re building on either side of the bell curve (entry level or affordable luxury) generally demand is strong.

[Bogdan Constantin @bconstantin]

@nicochristie Would love an invite Nico! Have some interesting analysis I’d love to play with

[Bogdan Constantin @bconstantin]

@gregisenberg so true dude - any tips to get time to slow down?

[Bogdan Constantin @bconstantin]

@ShannonJean Costco

[Bogdan Constantin @bconstantin]

@coleruudjohnson Process

[Bogdan Constantin @bconstantin]

@thefoodbabe How much of these do you have to consume for this risk to occur? Exhausting to see EVERYTHING on this list.

[Bogdan Constantin @bconstantin]

@bhalligan This is awesome thanks for sharing - any ratios or metrics on the very lean headcount portion? How much is driven by AI enabled processes vs just working smarter/product improvements?