Michael Vuong

Principal at @Intuit Ventures | Invests in Series A - C Fintech, Commerce, SaaS.

[Michael Vuong @mhvuong]

@ArfurRock Scott Wu (co-founder and CEO of Cognition) said that they were around the $70M - $80M ARR range pre-Windsurf acquisition.

If so, then post-acquisition, they should be around $160M - $170M (assuming Windsurf lost some customers due to Anthropic cutting access)

[Michael Vuong @mhvuong]

@cleanwithmike Clean

[Michael Vuong @mhvuong]

@paoloanzn Video

[CoinTracker @CoinTracker]

Hi 👋 We look a little different.

A bold new brand for a bold new era — but not only that. More on what we’ve been up to… https://t.co/xpwLy6D5ci

[Michelle Fang 🌁 @michelleefang]

Let me plug you into the SF tech scene!

A list of what's happening this week (May 11 - May 18) ⬇️

[Michelle Fang 🌁 @michelleefang]

Helping as many startup & tech professionals in SF get out & get connected ⚡️

A list of what's happening this week (April 14 - April 21) ⬇️

[Michael Vuong @mhvuong]

@arpitrage @alasoff @DavidSacks

[Paul Yacoubian @PaulYacoubian]

Just passed 7 million users at https://t.co/3MbLWEzu88 🚀

[Yusuf Ozdalga @yusufozdalga]

The rapid erosion of value in SVB's bond portfolio made plain the power of math and markets and how they can turn against you like an unexpected flash flood.

Here is a simple explainer on basic bond math that is good to know even if you are not a bank CFO.

[Elon Musk @elonmusk]

Ralph Nader, you are lying – shame on you! I personally provided almost all Tesla funding, based on my proceeds from PayPal, from Series A in 2004 until Series C in 2007.

In late 2008, I gave Tesla the last money I had. It was that or the company would have died. We closed that funding round at 6pm on Christmas Eve.

If we had not closed that round, Tesla would have gone bankrupt 2 days after Christmas. I gave my last money thinking Tesla would probably still die, not thinking that it would be lucrative.

The first meaningful government funding Tesla received was in Q2 2010 from a loan under the vehicle efficiency lending program. Tesla paid back that loan early with interest. Taxpayers actually made a profit.

@CommunityNotes

[Michael Vuong @mhvuong]

@heyeaslo 2023 planners

[Paul Yacoubian @PaulYacoubian]

https://t.co/EVEEyj6X9s October Update

$10.8m ARR, +12% m/m
Cash burn -86% m/m

Our team is lean, low ego, doesn't care about titles, prefers more equity and wants to build for the next decade. Just 31 of us.

[Michael Vuong @mhvuong]

@Jamesinclair @justcheIton @georgecarlin_1 @Jason @RemindMe_OfThis But you lose all of the playlists, listening history, and anyone you follow

[Michael Vuong @mhvuong]

@PaulYacoubian Congratulations Paul!

[fintechjunkie @fintechjunkie]

I wrote this 15 months ago and thought it would be worth re-sharing given today's market.

[vitalik.eth @VitalikButerin]

The merge is still expected to happen around Sep 13-15. What's happening today is the Bellatrix hard fork, which *prepares* the chain for the merge. Still important though - make sure to update your clients!

[Michael Vuong @mhvuong]

@NWischoff Check out SF: Spro!

[Nikita Bier @nikitabier]

GDPR and Apple’s App Tracking Transparency have decimated more small business jobs than any policy change in the last decade. All in an attempt to inflict pain on Facebook by a handful of privacy absolutists in Cupertino & Brussels.

[Elon Musk @elonmusk]

Population collapse is the biggest threat to civilization