krichless

Founder @ Zaigo Labs | 6 years prior capital allocation + fund founding/management | AI Implementation | mogul skiing | thai food | college football

[Jen Abel @jjen_abel]

there are two critical functions in sales ...

- get them into "imagine" mode
- project manage their buying process like a psychopath

[krichless @KyleRichless]

@patrick_oshag @patrick_oshag

“Zero/Zero. Stay Desperate. at All Times”

If I could force every founder I know to memorize one sentence, it might be this.

…in related news…

My therapist would like a word… 😂😂

[Josh Wolfe @wolfejosh]

Imagine if @NYPDPC Jessica Tisch were fired by Mamdani

[Mert Deveci @gm_mertd]

This is what "f you money" looks like. You can just call out the most famous 3 VCs out there and tell the horror stories publicly

instead of just going "anon VC" did me this and that

[Mindset for Money @Mindset4Money_X]

Ray Dalio correctly predicting 3 out of the last 37 crashes:

[Michael Dell 🇺🇸 @MichaelDell]

Excellent advice

[James Wang @draecomino]

Why is there always such passion for redistributing things created but zero passion for creating things in the first place??

[Elon Musk @elonmusk]

@JeffBezos @zerohedge Ad astra per aspera

[Zach Coelius @zachcoelius]

Ukraine is going to emerge victorious in this war.

You can’t crush a spirit like they have.

[tyler hogge @thogge]

The best replies in the history of twitter.

[Harley Finkelstein @harleyf]

This is what antisemitism has always looked like. Take successful companies, list them out, add “Jewish,” pretend you discovered something.

[krichless @KyleRichless]

For the many who claim to be contrarian or first principles investors

$now $shop $snow

All caught up in the “SaaSpocolypse” rerating and drawdown

Yet all are showing signs of AI tailwinds, as opposed to the inverse

Who has the courage to stay near-term “wrong” longterm right?

[Jon Erlichman @JonErlichman]

Software stocks this year:

Intuit: -52%
Asana: -51%
HubSpot: -50%
Atlassian: -47%
Monday: -46%
Workday: -40%
Figma: -39%
Duolingo: -38%
Bill: -34%
UIPath: -33%
ServiceNow: -33%
Salesforce: -32%
Adobe: -30%
GitLab: -29%
Docusign: -28%
SAP: -27%
Freshworks: -26%
Snowflake: -22%

[David Sacks @DavidSacks]

Q: How are job postings for software engineers rising rapidly despite AI agents automating coding?

A: Because there’s far more code to manage than ever before. We’re already seeing a 14x YoY increase in GitHub commits, and it’s accelerating.

AI has dramatically lowered the cost of writing code, so it’s now being used across far more businesses, applications, and use cases.

We’re at the beginning of a massive productivity boom driven by the proliferation of bespoke software throughout the entire economy.

Coding has been AI’s breakout use case this year. The fact that it’s increased demand for software engineers — rather than decreased it — should call into question the entire “AI will cause mass job loss” narrative.

[Bud Elliott @BudElliott3]

It’s nowhere close to being able to do this.

A huge unlock coming (some teams doing this I think) is the ability to watch opponent film quickly, chart minute differences in alignment, stance, etc. then surface pattern groupings and tendencies that a good scout or coach can then analyze. “Oh damn that’s a tell”

And it can do it extremely fast. Way faster than a big staff of coaches could do. So you can get it early enough in the week to distill it into something actionable you can communicate to your players and practice throughout the week.

Basically making your scouts and analysts do less grunt work and freeing them up to use more of their expertise.

[Yogi @Houseofyogi]

Bezos went on CNBC yesterday and said "You could double the taxes I pay and it's not gonna help that teacher in Queens."

And all the bureaucrats and socialists lost their minds.

Promise the teacher a raise. Tax everyone. Launder the money through Washington. Then blame the billionaire. We aren't morons Ro, we've seen this before.

Bezos said the bottom half of earners should pay zero federal income tax.

A nurse in Queens making $75K hands the IRS $12K a year. He said cut it to zero. She keeps her full paycheck. No bs refund, paperwork or shady government program.

Simple.

They won't do it. And you should ask yourself why.

They don't ACTUALLY want to help anyone. They just want to pretend they tried and get your votes while making you hate the ppl they scammed.

They want the money to flow through Washington, the city, every ponzi department and consultant and charity so each one can wet their beak.

By the time it reaches the teacher it's maybe $100, if that...

And then they'll blame the billionaire who hasn't paid their "fair share." Right Warren???

Lets take a gander at Mamdani's education budget.

NYC spends $42K per student per year, 3x the national average ($15K). Highest in America. Florida pays $9K.

NYC spends more per pupil than most people pay for private school or college. Its frickn insane.

The budget has gone up every year, enrollment has gone down. With all that money only 3 out of 10 kids can read in the 8th grade. Cuba can read better english and they speak spanish lol.

So where is the money going? Def not to teachers. but shh, ro doesn't want you to know that.

A starting teacher in NYC makes $65K. Mamdani's city spends $42K per kid, runs a $40B budget. You could pay every teacher six figures with that money and have 12 kids per a classroom. But thats too logical.

It goes to administrators. Consultants. Overtime. Unions. Friends and family businesses. Pensions for people who left a decade ago. Studies about studies. Buildings that take ten years to renovate. Everyone else but the kids, teachers and actual schools

THERE IS ENOUGH MONEY.

Politicians decide where the money goes. Teachers are underpaid because of how government spends money. Not because Bezos doesn't pay enough.

Then they stand outside a billionaire's apartment with a camera and tell you he's the problem.

That's the SCAM.

Ro Khanna says tax billionaires to fund $60K teacher salaries. NYC already spends enough to fund $100K teacher salaries. The money's there, Ro. Your people are the ones who won't give it to her.

Federal level is the same story. DOE spending up 649% since 2000 and kids aren't any smarter. GAO found $186 billion in improper payments last year. $3 trillion in errors since 2003. It’s criminal.

Stop taxing the nurse. No bureaucracy. Just let the woman keep her full paycheck.

Outrage is deflection.

They'd rather she pay.

Because her keeping her own money doesn't fund the machine and they lose the one thing that keeps the whole racket going: a billionaire to blame.

[Josh Wolfe @wolfejosh]

National treasure @SecScottBessent does it again

[krichless @KyleRichless]

@CarsonTalkMoney Amazing entry point

[krichless @KyleRichless]

market still pricing SaaS like AI kills all software.

Reality: AI kills weak SaaS, but strengthens the platforms that own distribution + mission-critical workflows.

$SHOP and $SNOW becoming even more attractive.

Josh Kushner just bet $100M on Shopify.

smart money will follow

[krichless @KyleRichless]

The market is pricing SaaS like AI kills it

Reality: AI kills weak (most) SaaS but supercharges the ones that own workflows, data, & transactions.

NOW, SHOP, DDOG are not getting replaced—they’re where AI actually runs

That disconnect = one of the best entry points in years

[Bill Maher @billmaher]

People say the left and the right can’t agree on anything these days. But there is this one thing:

[The Rational Animal 🤔 @theobjectivist]

The dishonesty is breathtaking. These people are morally reprehensible!

AOC calls it "a triumphant accomplishment." He did not accomplish anything. He inherited a $12 billion deficit, failed to raise a single tax he campaigned on, had his property tax rejected by his own voters and his own council, and then looted Albany for $8 billion in state money looted from taxpayers who do not live in his city and never voted for him. He deferred $2 billion in pension payments to future taxpayers. He cut $1.2 billion from the housing and education programs he promised to expand. Ratings agencies downgraded the city to "negative."

He did not close the deficit. He transferred it to people who had no say in creating it.