Davis Wu

MBA at Stanford GSB, previously Permira tech investing. Waterloo UG.

[Davis Wu @dwu21]

@pitdesi Why is no one saying eCheck/AC? Keep it simple..

[Davis Wu @dwu21]

Did YC understand the business model? Or where the 20% yields came from?

[FatMan @FatManTerra]

Yikes. @stablegains took USDC and USD via wire from customers promising them 15%, put it all into Anchor without telling them, and skimmed 4% off the top. They have now changed the denominations in their app from USD to UST and are nuking the landing page & old terms. (1/2)

[FatMan @FatManTerra]

Yikes. @stablegains took USDC and USD via wire from customers promising them 15%, put it all into Anchor without telling them, and skimmed 4% off the top. They have now changed the denominations in their app from USD to UST and are nuking the landing page & old terms. (1/2)

[Davis Wu @dwu21]

@a16z @DarenMatsuoka @eddylazzarin @cdixon @rhackett @liron agree with your new post. a16z knows better and at this point they’re purposely deceiving the public: https://t.co/BQ96tY5JNf

[Davis Wu @dwu21]

@a16z @DarenMatsuoka @eddylazzarin @cdixon @rhackett Comparing Opensea’s 2.5% with a fake 100% is unintelligent. Opensea is a low touch, high GMV exchange for standardized product. Also, is Opensea decentralized/owned by community? It’s VC-backed w/ central governance

[Davis Wu @dwu21]

@ecommerceshares $ZUO - 3x revenues with 20% ARR growth with enterprise grade customers and 110% NRR. Has been underperforming since IPO, Silver Lake has $400m 3% convert debt in there already

[Davis Wu @dwu21]

@Jason $PLTR isn’t a meme stock anymore - 30% growth on scaled $1.8bn annualized revs, 82% GMs and 27% op. margins, all trading at ~6x NTM revs. Big market, increasing presence in commercial + leadership in gov’t = long term business w/ top SaaS economics

[Davis Wu @dwu21]

@liukathyy LOL you called it haha, I guess the my response to the ad will be ignored..

[Davis Wu @dwu21]

@liukathyy It was amazing until the last 2 minutes, then I just wanted them to stop :(

[Davis Wu @dwu21]

@TonyChen5 make one for me!

[Davis Wu @dwu21]

@TonyChen5 LOL not yet, waiting for you to come here so we can go ;) you gotta carry me

[Keith Urban @KeithUrban]

Thank you @CaliGirl2TN for creating & submitting this AMAZING lyric photo for #CopCar! #CopCarContest

[Davis Wu @dwu21]

@TonyChen5 SO CUTE

[Davis Wu @dwu21]

@mctruong Haha didn't know you were nocturnal, good NIGHT!

[Davis Wu @dwu21]

@mctruong have you been trying to study since 4hours ago LOL

[Modern Family @ModernFam]

RT if you think Manny knows more about art. FAVORITE if you think Alex is the art expert. #ModernFamily

[🐬 @kuehlani]

The thing about #ModernFamily is that it's not just all comedy. They actually teach you some really good life lessons.

[dee 🌿🪻 @deedjarin]

This episode is perfect. SHE is perfect. #himym