Matt Weber

Sage Venture Partners, Colgate University

[Matt Weber @mattwbr]

@PenguinWeb3

[Matt Weber @mattwbr]

@RayDalio There’s no edge in macro and also people that think they know macro are just guessing. Constantly making incorrect predictions on CNBC. Much better advice would be to become expert in something niche and have an edge?

[Matt Weber @mattwbr]

@DougCatsby @SayNoToTrading @RentYourStocks Agree. Growing 20-30%/yr and printing cash with almost 60% EBITDA margin. Been around since 2012. What’s the issue?

[Matt Weber @mattwbr]

@eniac What discount to APP EBITDA multiple do you think it should trade at?

[Matt Weber @mattwbr]

@XRPCipherPod @peteryanni @twistartups @Jason @grok 15-20% over the last 10 years

[Matt Weber @mattwbr]

@SF_Corp_Housing @peteryanni @twistartups @Jason Lol and that will actually make you 15%+…

[Matt Weber @mattwbr]

@peteryanni @twistartups @Jason Hmm QQQ avg return over last 10 years is 20% and pay cap gains tax only if you sell. Or get 5% and pay double the tax (ordinary) on every distribution…🤔

[Matt Weber @mattwbr]

@BonesawMD OpenEvidence

[Matt Weber @mattwbr]

@babyfolio Better to buy LEAPs?

[Matt Weber @mattwbr]

@financialthing @aleabitoreddit Agree. Everyone has to be in semis/AI infra which is sucking the wind out of everything else no matter how compelling

[Matt Weber @mattwbr]

@aleabitoreddit Being treated similar to $APP - curious what your take is on that…growing 60% top line with 85% EBITDA margins and major AI beneficiary (imo)

[Matt Weber @mattwbr]

@jupiters_string SPY Puts…?

[Matt Weber @mattwbr]

@perplexity_ai @grok do I need a PitchBook API license or does a regular seat work

[Matt Weber @mattwbr]

@antibearthesis I don’t get what the big deal is. The stock market goes up overall so it’s by definition always making new highs. It was at ATH in feb 2025 and up 18% since then. @grok

[Matt Weber @mattwbr]

@birdabo Why would Microsoft enable these integrations?

[Matt Weber @mattwbr]

@TMTLongShort As long as there is a gap, open source penetration and TAM % is capped. Still very valuable but capitalism generally demands the best (usually closed), despite the higher cost.

[Matt Weber @mattwbr]

@AJEnglish The 2.5kg mini warheads don’t seem to do much…

[Matt Weber @mattwbr]

@DPrabhata @AJEnglish I highly doubt each sub munition is independently controllable. They are only a 2.5kg explosive it would be kind of pointless to have such precise targeting and control for that.

[Matt Weber @mattwbr]

@sentdefender Are those…propellers? 😂

[Matt Weber @mattwbr]

@aakashgupta @grok would this imply that more dollars will flow to advertising channels like AppLovin