jonathanmarcus

Retired / Investor. Previously, Head of Staking at Kraken. Co-founded Staked, acquired by Kraken in 2021. 1st GM at Vimeo. UPenn alum. Chargers & Heat fan.

[Joanne Jang @joannejang]

as a shareholder, i forgive

[JP Acosta @acosta32_jp]

Pretty sick rep by LA EDGE Akheem Mesidor (#90). Deletes the puller and wastes the TE coming behind him as well

[San Diego Padres @Padres]

He's got that Miller Instinct 😤

[jonathanmarcus @jonathanmarcus]

@SenRickScott * high-paying jobs. And probably more accurately improve wage growth, because we’re already at full employment.

[MLB @MLB]

Fernando Tatis Jr. lands on the All-MLB First Team for the third time in his career!

[ESPN @espn]

Jacob Misiorowski & Cam Schlittler each won the Cy Young in just their second MLB season 🔥

It’s the second time ever that both winners were in their second season. The league is in good hands 🏆

[MLB @MLB]

The Notorious M.I.Z. 👑

Jacob Misiorowski's 2026 NL Cy Young Award is UNANIMOUS

[MLB @MLB]

Hey! Listen 🗣️

Jacob Misiorowski is the National League Cy Young Award winner! #OoT

[ESPN @espn]

Cam Schlittler has won the AL Cy Young‼️

He’s the third Yankees pitcher to win it since 2000, joining teammate Gerrit Cole and Roger Clemens 👏

[San Diego Padres @Padres]

The one. The only. The Reaper.

[Invest Like the Best @InvestLikeBest]

In 2021, Ro was growing 9% annually with a $270M revenue run rate.

Today, it's at $3B+ with fewer employees than it had five years ago. ARR per employee has increased more than 10x.

@ZReitano shares how they refounded the company in 2022 and what changed.

[jonathanmarcus @jonathanmarcus]

@branninmcbee Absolutely incredible quarter. Congratulations!

[jonathanmarcus @jonathanmarcus]

@gregsilverman @Variety You are the Legend, Greg!

[Innovation Council @innovationcncl]

🚨 750 gallons of water flowing every MINUTE, and it's being reused.

CNBC goes inside the next generation of data center cooling technology, where water circulates in a closed loop instead of constantly drawing fresh water from local supplies.

[jonathanmarcus @jonathanmarcus]

Retweeting because this is such an otherworldly recharging of the business 🤯 Talk about perfect positioning, and riding an historic wave 🔥 cc: @grosen

[Patrick OShaughnessy @patrick_oshag]

My conversation with Zach Reitano (@ZReitano), co-founder and CEO of Ro

In four years he took Ro from a $250M run rate to over $3B, with about a third fewer people

Zach rarely does long conversations like this, so it was fun to talk about the details of what that took and everything happening in healthcare

Plus, his answer to the closing question is amazing

We discuss:
- the state of the US healthcare system
- refounding Ro
- strong attract, strong repel culture
- the notion of jobs over lives
- the power of celebrities in marketing
- the importance of tailwinds (AI, GLP-1s)
- trying to recreate his dad in software

Enjoy!

TIMESTAMPS
0:34 How Much Should We Spend on Health
4:59 The Patient Is Not the Customer
10:24 Inside Ro's Business
18:28 The Future of GLP-1s
25:46 Jobs Over Lives
30:02 The Turnaround
47:43 Where Healthcare Goes Next
1:00:27 Recreating His Dad in Software
1:06:33 Marketing Into Stigma
1:19:06 Zach's Hottest Take
1:20:58 The Kindest Thing

[jonathanmarcus @jonathanmarcus]

AI Factory or “Indoor Trampoline Park”. Your decision Americans 👀

[johnny maga @johnnymaga]

The woman who blocked the project told Fox the $5B investment would only benefit the employees of the data center, advocating for the site to be turned into an indoor trampoline park instead.

Every local trade union and small business is weeping.

[Garrett Wright @garrxttt]

JPMorgan CEO Jamie Dimon warns America is heading down the same path as Europe: “Excessive regulations, bureaucracy, anti-business behavior, anti-innovation. We should not allow that to happen here.” 🇺🇸

“One of the reasons Europe has slowed down so dramatically compared to us is because of excessive regulations, bureaucracy, anti-business behavior, and anti-innovation.

You see that happening around the world. We should not allow that to happen here.

We’ve got to get involved in Washington, D.C., and change how we handle government.

Government departments should report to you and say, ‘Dear taxpayer, you gave me $50 billion. I told you I’d do X. Here’s what I did. Here are the outcomes.’

We don’t do that. But why not?

I think we’ve lost our way, and we should try to get back on track.

It’s more important than anything else we can do to make sure this great country stays great.”

[Jesse Arm @Jesse_Leg]

We have an incoming United States Congressman who volunteered for an Al Qaeda front group and testified as a defense witness for a jihadist convicted in the plots tied to the 1993 World Trade Center bombing.

This man is a fifth columnist. His holding office in the United States government is exceptionally dangerous.

[jonathanmarcus @jonathanmarcus]

@HananDery Probably your funniest play-by-play. There were some absolute bangers.

[jonathanmarcus @jonathanmarcus]

@HananDery “Logan Taylor and Cole Strange made it very hard to play football in the first half.” ☠️