Dima D

GTM & Head of Product. Turn AI research into products.
From MLE to Product at B2B startups · 0→1 five times

[Dima D @dima_digs]

@thatguybg Expected to see him in that video

[Dima D @dima_digs]

@acuriocabinet Center of vital interests – exists

[Dima D @dima_digs]

Nice one, though the big drop is mostly late stage.

Seed and Series A only moved about 3 points in four And for Series C median went from 13% to 9% (almost 50% less!)

So it's less a "founders sell less every round" story and more that the later rounds dropped a lot.

[Dima D @dima_digs]

@nestymee That's so cute! Is he fine after all?

[Dima D @dima_digs]

@nestymee Great idea, for sure!

[Dima D @dima_digs]

Stock options were the part of my first startup offer I understood the least, and probably the part that mattered most.

Over time I collected a few resources that actually explain how ESOP works. Sharing my top ones below.

[Dima D @dima_digs]

Last one, and a good place to end: an equity guide written for employees at fast-growing startups, not for founders or investors.
https://t.co/gLeCCVXXBV

[Dima D @dima_digs]

And more from Carta. It's less detailed than the first guide, but good if you just want a high-level picture first.

https://t.co/Oyd9Lx4pur

[Dima D @dima_digs]

@Aizkmusic I don’t know anymore is it an AI joke or the real article…

[Dima D @dima_digs]

@PierceLilholt Not really, but more than a human teacher

[Dima D @dima_digs]

😂

[Sam Elliott @samelliottsam]

Early anthropic employees commuting to work post IPO

[Dima D @dima_digs]

I thought there are more of them, like 40+

[Deedy @deedydas]

Every single AI startup with $10B+ valuation and $100M+ revenue run rate:

Crusoe - $10B
Mercor - $10B
ElevenLabs - $11B
Baseten - $11B*
Harvey - $11B
Lovable - $12B*
OpenEvidence - $12B
Mistral - $14B
Nscale - $14.6B
Fireworks - $15B*
Sierra - $15.8B
Moonshot - $20B
Perplexity - $22.6B
Cognition - $26B
Scale - $29B**
DeepSeek - $52-59B*
Cursor - $60B*
Waymo - $126B**
xAI - $250B**
OpenAI - $852B
Anthropic - $965B

21 total companies.

*rumored / unannounced
**not fully independent

[Dima D @dima_digs]

@acooldora Youtube is unobvious channel of visibility for LLM

[Dima D @dima_digs]

@aimalysheva the local/self-hosted deployment case is underrated here. keeping code and data fully on-prem matters a lot for enterprise

[Dima D @dima_digs]

@aimalysheva curious whether this view has majority support among RL researchers or is genuinely controversial

[Dima D @dima_digs]

@avgaydashenko @dawnsongtweets @sarahookr great additions. @ghadfield's regulatory markets work is underread outside the governance community