Pinbreaker

Fringe ex-mil bro into architecture, niche catholic matters, design, nature, and bowling. Landman (pre-show) Surf Merchant. (3x Founder; 1 Exit, Held 2)

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Equity is the most expensive money a founder will ever borrow.

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Tell me CapEx scares you without telling me CapEx scares you. This looks more and more like the airline business by the day.

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Who is this psychopath? (Another reason to avoid SWA.)

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@realEstateTrent @jtfriederich Fun Fact: if your brokerage ever goes BK everything held in custody ends up in the process except treasuries. Yea, you’ll eventually get your stocks but you get your treasuries before all that mess. It’s a black swan event but…

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@growing_daniel “Sell below cost and make it up on volume” is sadly not unique to tech.

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@TheRideshareGuy He’s not. Good insight; great mentor.

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@lomcflurry_ Double you rates. You’ll lose 35% of your business. It’s a great thing.

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@jbransonx Had a buddy pull it off bc of a good engine contract and a corporate CEO who was the sole charter. The guy absurdly over-paid. Outside of that? Never seen it.

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The amount of resources wasted on security in San Francisco because the government refuses to deal with the small percentage of people who cannot get along in society is staggering.

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@tarush_agarwal_ Charge your phone, bro. Making me nervous.

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@FreezingFinTake There’s a chance @rabois is right in the end. LLMs run a real risk of ending up like airlines: essential, high revenue, capital intensive, heavily regulated, ultra competitive businesses that never return cost of capital. Or, yea, awful take. Time will tell.

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@RealPETE2020 I suppose if you were desperate you could find something else like, I dunno, midstream? Maybe run title? That’s all I can come up with though.

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@samraaj Someone did the reading. Well done.

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@LarpyCoperstein Someone had airline stock before they IPO’d too. Similar vibe.

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@OilCoIntern Dayyyummm. I just got roasted. Well done.

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@cwhogg Serious question: did they ever use @getdelve? If so, buckle your belts.

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Give the same startup cash to Fred Loya and he’ll 2x @UseCorgi’s returns with 10x the fiesta

[Harry Stebbings @HarryStebbings]

"If you are not working 7 days per week, you are going to lose".

Corgi Insurance is the most intense workplace culture in startups.

- The company works 7 days per week.

- Founder (@nico_laqua) lives and sleeps in the office.

- He built a cafe in the office because there was no local cafe that was open 24/7.

- 2/3 of the first 30 team members have the Corgi logo as a tattoo.

Today I went behind the scenes with Nico, who has used this culture to scale the company to a $2.6BN valuation in just two years.

My condensed notes below:

1. If You Are Not Working 7 Days Per Week, You Are Going to Lose:

Whatever you can get done in 5 days, you'll get more done in 6 and 7. If you are trying to solve the world’s hardest problems, a standard 5-day workweek will not cut it.

2. Work Trials Repel the Mediocre:

Corgi forces candidates into mock work trials over the weekend. If seeing a full office on a Saturday scares them, they don't belong. True intensity acts as a natural filter to attract killers and repel clock-watchers.

3. Lead from the Front Lines

You can’t demand 7-day weeks while sitting on a yacht. Nico sleeps 3–4 hours a night on a mattress inside the office. If you want your troops to bleed, you have to be in the trenches with them.

4. Culture Only Means One Thing: Winning

Forget superficial jargon like "hackers" or "ex-founders." Strip away the corporate fluff. A great startup culture is aggressively optimized around one single word: Winning.

5. Lifespan vs. Victories

Building something world-historic requires radical sacrifice. When asked if he'd rather build a trillion-dollar company and die at 50, or fail and live to 80, the answer was easy. "I would rather measure my lifespan in victories."

6. Reject the Comfort of "Quiet Quitting."

If you are operating in a hyper-growth environment and your days off happen to be Saturday and Sunday every single week, you are quiet quitting. To win, you must deliberately bypass the off-ramps of personal comfort and low volatility.

Corgi isn't for everyone—and that’s exactly the point.

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@DallasAptGP "may" is generous. Neighbors always fight it.

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It's sort of sad seeing @nico_laqua getting dunked on by so many people when the dude is barely old enough for the car insurance discount. Looks like he'll laugh all the way to the bank though if he plays the cards right.

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@RealPETE2020 would be happy to make you an offer