serial operator + investor in fintech, B2B SaaS, AI; @communitascap prev: @m12vc, @getvgs, @jobyinc; exited to @jpmorgan; head of @Visa Ventures; stats nerd
Lots of VCs kindof sound like this: "Your basketball team doesn't have a moat, any healthy human can throw the ball into the basket thingy. "
People who have not run companies before don't understand how much the team matters more than some imagined structural moat.
One of San Francisco's largest redevelopment projects could completely transform nearly 19 acres of land near Downtown.
Plans are moving forward for the redevelopment of the Caltrain Railyards at 4th and King in SoMa.
The project could include:
โข Up to 5,834 apartments
โข Up to 5.6 million SF of commercial space
โข 160,000+ SF of retail
โข A completely rebuilt Caltrain station
โข More than 4 acres of public open space
โข Multiple skyscrapers reaching 350 to 600 feet
โข A potential 850-foot tower
This land is currently occupied by railroad tracks, platforms, maintenance facilities and the existing Caltrain station.
The proposal would modernize the transit infrastructure, relocate train storage and maintenance, and create an entirely new mixed-use neighborhood above and around the station.
Thousands of people could be living, working, shopping and spending time in what is currently a massive rail yard.
And all directly connected to one of the Bay Area's most important transit corridors.
The project is now entering environmental review, with construction potentially starting in 2029 and taking 15 to 20 years to complete....
There's obviously a long road ahead, but I love seeing developers think this big about underutilized urban land.
This could completely reshape SF.
๐San Francisco
Founders: Never agree to perpetual fees, pricing, or contractual obligations without an exit.
Evergreen contracts are fine. Unbreakable ones aren't.
Always preserve the right to walk away.
In Vegas for the annual payments pilgrimage at #Money2020.
Give a shout if youโre here and want to talk payments & card infra (bonus points for stablecoins & agentic!)
@Dman_Online@maiab What he said ๐
Best estimates are due April 15, but when everything is finalized (mostly late K-1s) thereโs still some tax to be paid.
I just sent a physical paper check to @IRSnews because their payment system is down. Iโve worked in digital payments for over 15 years and checks still arenโt dead yet.
I just sent a physical paper check to @IRSnews because their payment system is down. Iโve worked in digital payments for over 15 years and checks still arenโt dead yet.