Diego Acosta

operator @granica_ai. prev stratfin @upholdinc, tech m&a @alvarezmarsal

[Diego Acosta @dmacosta2910]

Next-gen automation is driving a modern industrial revolution in 🇺🇸🇺🇸

I wrote about the macro factors and tech driving this! Also share my fav startups paving the way 🦾🦾

⁦@OctoML⁩ ⁦@AppliedInt⁩ ⁦@HadrianSpace⁩ ⁦@VardaSpace⁩ https://t.co/SgPVct9BKM

[Diego Acosta @dmacosta2910]

@geoffreywoo One might naively think the investing business is about maximizing returns

[Diego Acosta @dmacosta2910]

@pitdesi Having concrete answers about why you want to raise capital and what you intend to use that capital for can point you to the best sources of capital for that use case. In reality, not enough time is spent thinking through this. Great use of capital markets by grammarly

[Diego Acosta @dmacosta2910]

@dcoat24 Touché

[Diego Acosta @dmacosta2910]

Has anyone checked in on @dcoat24 ?

[Diego Acosta @dmacosta2910]

@dcoat24 Shut up

[Diego Acosta @dmacosta2910]

@JaredSleeper Cool analytics (:

The academic question is thinking through the quality of these revenues and any haircuts to be applied

[Diego Acosta @dmacosta2910]

@bucketshopcap Historically as an activist investor, he clearly loves indulging in media to publicize his narrative (whether rightly or wrongly), and he’s done so on nearly every occasion from his Covid credit trades to Herbalife

I think he’s just a slave to a dollar. No more, no less

[Diego Acosta @dmacosta2910]

@bucketshopcap From an investing standpoint he’s a very sharp mind, and I personally love reading a lot of the Pershing square presentations that are made public (see UMG or Lowe’s)

[Diego Acosta @dmacosta2910]

@spacecasetayl0r Any business that is capital intensive, whether it be a marketplace or hard tech, requires a sophisticated understanding of unlocking value from the capital structure. And is better suited to the “value creator” CFO rather than the “value protector” CFO

[Pete Buttigieg @PeteButtigieg]

From an operational security perspective, this is the highest level of fuckup imaginable. These people cannot keep America safe.

[Diego Acosta @dmacosta2910]

@elonmusk @JDVance @WhiteHouse Seems kinda gay, no?

[Diego Acosta @dmacosta2910]

@TheManMikeTan Send my way. Could be a fit for some new roles at Granica

[Diego Acosta @dmacosta2910]

@jrichlive You can learn a lot about a business by asking the founder how they define and measure ARR 🙂

[Diego Acosta @dmacosta2910]

@pitdesi @ilyasut Vibe round 🙂

[Diego Acosta @dmacosta2910]

@johncoogan It’s like active money managers sometimes forget that their job is to make MONEY

[Diego Acosta @dmacosta2910]

@andrew__rea The same applies for all ranks: junior to GP

[Diego Acosta @dmacosta2910]

@chrishlad @garrytan Strategy = running through brick walls 🙂

[Diego Acosta @dmacosta2910]

@buccocapital “Strong convictions, loosely held” is the phrase ?

[Diego Acosta @dmacosta2910]

@nic_detommaso Thanks for sharing — curious where you saw the Khosla role ? Was there a Partner who posted a link somewhere?

[Diego Acosta @dmacosta2910]

@2112Power $100m if you target Pac Heights vertical to start