paul naphtali

Investor & startup supporter. Cofounder @rampersand_fund ; proud supporter of 2017, 2019 and 2020 premiers @richmond_fc

[paul naphtali @napper]

@mattfairhurst Brilliant @mattfairhurst

[paul naphtali @napper]

@Erica_Wenger Mazel tov Erica

[paul naphtali @napper]

@HarryStebbings When good things happen to great people, @venkyganesan deserves all the success and more

[paul naphtali @napper]

@maxmarchione Yes please

[paul naphtali @napper]

@jamiequint It’s not consistent time frames - some are months, some are weeks

[paul naphtali @napper]

@shawnvc Congrats @shawnvc and @venkyganesan , 50 years young!

[Juan Acosta @thejcad]

After years of dreading using Carta, I switched Tabella's cap-table to @CakeEquity. Startup friendly pricing, and an incredible customer success team. Highly recommend 🚀

[paul naphtali @napper]

@leighjasper @LaunchVic Amazing contribution Leigh, we Victorians are all the better for it. Thank you

[paul naphtali @napper]

Standing room only at the @rampersand_fund @AnthropicAI event in Cremorne this morning. Great to have Anthropic US team here in Australia, sharing best practices and big discussions around where the world may be going

[paul naphtali @napper]

@fabianstelzer @daveking Built: https://t.co/nV9hnZCYPo

[Hiten Shah @hnshah]

https://t.co/8zvovCpHYf

[vittorio @IterIntellectus]

this is actually insane

> be tech guy in australia
> adopt cancer riddled rescue dog, months to live
> not_going_to_give_you_up.mp4
> pay $3,000 to sequence her tumor DNA
> feed it to ChatGPT and AlphaFold
> zero background in biology
> identify mutated proteins, match them to drug targets
> design a custom mRNA cancer vaccine from scratch
> genomics professor is “gobsmacked” that some puppy lover did this on his own
> need ethics approval to administer it
> red tape takes longer than designing the vaccine
> 3 months, finally approved
> drive 10 hours to get rosie her first injection
> tumor halves
> coat gets glossy again
> dog is alive and happy
> professor: “if we can do this for a dog, why aren’t we rolling this out to humans?”

one man with a chatbot, and $3,000 just outperformed the entire pharmaceutical discovery pipeline.

we are going to cure so many diseases.
I dont think people realize how good things are going to get

[Tejas Gawande @tejgw]

Cursor for Slides is finally here
Watch the first 47 seconds. Then try going back to your old deck tool

Reply "Chronicle" + RT to get two months of Pro for free. Make sure you follow so I can DM you asap.

[paul naphtali @napper]

@tejgw @etherington Chronicle

[paul naphtali @napper]

@duellsy 👀

[malinvestment.jpeg @malinvested]

Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast, Dario on Dwarkesh, probably. Now you think it’s the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when you get to “Something Big is Happening”. Then you’ll install ClawdBot on a Mac Mini, vibe code a dashboard on top of a postgres database and say we’re all just a couple ralph loops away from building a Salesforce competitor. That’s gonna last until next week when you discover context graphs, and then you're gonna be talking about how the systems of record will be disintermediated by an agentic layer and reposting OAI marketing graphics.

“Well, as a matter of fact, I won't, because ultimately the application layer is just ….”

The application layer is just business logic on top a CRUD database. You got that from Satya’s appearance on the BG2 pod, December 2024, right? Yeah, I saw that too. Were you gonna plagiarize the whole thing for us? Do you have any thoughts of your own on this matter? Or...is that your thing? You get into the replies of anyone posting a SaaS ticker. You watch some podcast and then pawn it off as your own idea just to impress some VCs and embarrass some anon who’s long SaaS? See the sad thing about a guy like you is in a couple years you're gonna start doing some thinking on your own and you're gonna come up with the fact that there are two certainties in life. One: don't do that. And two: you dropped thirty grand on Mac Minis and LLM API calls to come to the same conclusion you could’ve got for free by following a handful of VC accounts.

[paul naphtali @napper]

@LoganTGott Playbook

[paul naphtali @napper]

@StirlingHowland @AdameMedia ?

[paul naphtali @napper]

@JamesAlcorn94 Congratulations James, great news