Finn Murphy

GP @Nebularvc / cofounder @projecteleven / first lead check @teamoratomic @starcloud_ - I like things that do stuff

[logan bartlett @loganbartlett]

To be fair, most VCs invest in things they barely understand too.

[Finn Murphy @FinnMurphy12]

https://t.co/i2gSM0QEMv

[Finn Murphy @FinnMurphy12]

@vvkgopalan it was good while it lasted

[Finn Murphy @FinnMurphy12]

fuck.

[Jim Cramer @jimcramer]

Satellite Data Centers: Happening

[Finn Murphy @FinnMurphy12]

@JoshuaKushner @ThriveHoldings ser when are you gonna buy the Knicks? - 5th Ave hometown asset

[Finn Murphy @FinnMurphy12]

@jessewldn @Morpho 🔥

[Mark Cummins @mark_cummins]

A gigawatt AI datacenter costs about $38B capex (and ~$1B/year op ex).

The SpaceX v1 orbital datacenter design is 70 kW per ton. At $250/kg launch cost, that's $3.5B per GW, <10% of cap ex. Op ex is lower and there is no permitting. On a few-years timeline this is going to work.

[Finn Murphy @FinnMurphy12]

@cbarchak @Nomo_derek @LifelineVC @trueventures I think people overestimate the ‘access’ part when you get into these growth regimes

[Finn Murphy @FinnMurphy12]

ICEYE seed investors in the company for over a decade looking at less of a cash gain than GC who first invested in the company 6 months ago.

Seed folks need to figure how to play the inflection growth game else the vision & the belief gets mogged by momentum vcs with phat funds.

[Finn Murphy @FinnMurphy12]

@christerwikholm I am Finn and want to solve this problem

[Finn Murphy @FinnMurphy12]

@davepaffenholz @BrendanFoody Haha no ser - the streets have been calling these broken up valuations the ‘juice’ 🧃 and the ‘cuck’ 🐔 tranche.

Not just sequoia that have the power to power to be in the juice.

[Ray @rincidium]

We built a beautiful world where @intelligenceco meets @trybloomai

Each @ycombinator company gets an on-brand welcome email via the Bloom API.

Go explore below!
(oss template included)

[Finn Murphy @FinnMurphy12]

@PeterJ_Walker Did you round up to 1% for the 1x DPI gang in 2022/23?

[Finn Murphy @FinnMurphy12]

@endowment_eddie implicitly short ai through underexposure to OAI, Anthropic and SpaceX - why not pump into another Altimeter & Greenoaks special?

[Finn Murphy @FinnMurphy12]

@paper 🔥

[Finn Murphy @FinnMurphy12]

@iankar_ Flutter have been doing this for over a decade (teams use them to hedge their player bonus risk) - there is no money to be made doing this for smbs so it’s kind of just a marketing shtick

[Finn Murphy @FinnMurphy12]

@MrRazzi17 🙏

[Finn Murphy @FinnMurphy12]

It’s quite funny that the Monday following a week of rumours spread in VC world that several tier 1 venture funds are out of cash and their LPs were not giving them new funds until liquidity started coming back in the system is the day we hear about the Anthropic S1.

Dario to save the day. Inshallah.

[Finn Murphy @FinnMurphy12]

@joshephraim There is no more money left in the piggy bank is I believe the good word on the streets

[Finn Murphy @FinnMurphy12]

@pawell Probably - moreso a commentary on everyone wanting the return but few wanting the risk right now

[Finn Murphy @FinnMurphy12]

The only game in town left for the 1000 bagger is true speculative early stage venture capital.

Most allocators would rather underwrite a 3-5x and go with the herd than take the kind of risk required to repeat the bags that’ll soon be delivered for the early SpaceX investors though.