Cailen D'Sa

Founder & CEO at | Early @Dropbox @FrontHQ @Box @RevenueCat | Investor @retool @productboard @theZipHQ

[Cailen D'Sa @cailen]

Just met a company that vibe coded an entire CRM to avoid paying for HubSpot or SFDC over the last year.

It’s now become a burden to maintain and missing key functionality / third-party interoperability as they scale…

They’re now migrating to HubSpot.

App layer is fine.

[Cailen D'Sa @cailen]

This is going to become a more commonplace issue in a world where people have huge platforms of influence

[Watcher.Guru @WatcherGuru]

JUST IN: Citron Research founder and short seller Andrew Left found guilty of securities fraud.

Prosecutors say he illegally influenced share prices through tweets, making $20,000,000

[Cailen D'Sa @cailen]

The new pair trade is long Software / Short Consumer Discretionary

[Cailen D'Sa @cailen]

Software and Semis up big on the same day? Who’s on the other side of the trade?

[Cailen D'Sa @cailen]

@mikemarg_ Based on everyone’s POV just 30 days ago, it confirms what you’ve always believed.

Nobody knows 💩

[Cailen D'Sa @cailen]

@amitisinvesting All of this while consumer discretionary at multi-year lows.

When does the bottom fall out of the entire market?

[Cailen D'Sa @cailen]

@joshelman @PaulYacoubian just give them Chet Holmgren and you're set

[Cailen D'Sa @cailen]

@Mr_Derivatives Now look at the last 6 months of insider buying at $NKE

Even Tim Cook added his first position outside of Apple in the open market, twice

[Cailen D'Sa @cailen]

@JulieChangRE Sitting around doing nothing is boring

[jordy. @ndgojordy]

this one means something to Wemby

[Cailen D'Sa @cailen]

@pchamal I lived in Pacifica for 3 years after being in SF.

The weather is absolute dog 💩. Literally will make you depressed

[Nike Basketball @nikebasketball]

Greetings, @NBA Finals.

[Cailen D'Sa @cailen]

@AvgDatabaseCEO @g3dots @jamesacowling It was a special place; don’t blame him

[Cailen D'Sa @cailen]

@HertzyTrades @SungLee107917 World Cup, my friend.

[Cailen D'Sa @cailen]

@snpal2000 You must’ve not watched the clip.

The guy spewed a bunch of nonsense where it’s obvious he has no clue how even seed rounds work.

[Cailen D'Sa @cailen]

Every cycle always has its tells.

[TBPN @tbpn]

During the NBA season, @kylekuzma says he spends hours after practice studying startups and venture capital.

"As soon as I get home, from 3-7pm, I'm in my office studying to understand different landscapes, because every sector is different."

[Cailen D'Sa @cailen]

Call me old school, but who in their right mind is yearning to have everything they say be on the record?

[Jyoti Mann @jyoti_mann1]

Scoop: Meta plans to test an AI pendant next year as part of a broader wearable push, per an internal memo reviewed by The Information.

The first of 4 new smart glasses its releasing this year (code-named “Modelo") will launch as soon as next month.

[Cailen D'Sa @cailen]

@Mr_Derivatives Head scratching that CRM was down after earnings and up 10% the day after

[Cailen D'Sa @cailen]

@pchamal @Costco I also learned today that Cooley is owned by an HVAC company.

Crazy times.

[Cailen D'Sa @cailen]

@Jared_Seidel_ Not seeing this same trend at all, outside of the younger crowd with no kids chasing money.