Ian Sigalow

Co-Founder at @GreycroftVC. Advocate for founders, dreamers, and nerds everywhere. Tweets do not constitute investment advice. Views are my own.

[Ian Sigalow @Sigalow]

@HarryStebbings I hope he used scheduled tasks in Claude Cowork… :)

[Ian Sigalow @Sigalow]

These folks have never done construction in manhattan (or anywhere else). Getting a permit for an apartment renovation takes six months. Getting a permit for a building takes years.

The slow pace of construction in America has little to do with labor or capital.

[David @DavidSHolz]

5 million humanoid robots working 24/7 can build Manhattan in ~6 months. now just imagine what the world looks like when we have 10 billion of them by 2045. now imagine the year 2100.

[Ian Sigalow @Sigalow]

The model NVCA docs that are used by every VC firm (and VC-backed company) in the US require D&O and key man insurance from a “financially sound and reputable insurer”.

That is an A.M. Best (or similar) rating of A- or better.

Corgi should disclose its rating before you buy.

[Ian Sigalow @Sigalow]

This was incredible. True masterclass in tech investing - from chips to interconnects to data centers to applications…

[Ian Sigalow @Sigalow]

Tax twitter is lighting up today on the new Bezos proposal.

Nobody likes paying taxes, but they produce second-order effects (connecting citizens to the govt and generating a sense of ownership).

Do we want a society where half of the population has no connection or ownership?

[David Weisburd 🚀 @DWeisburd]

The best AI founders are not just coders.
@Sigalow's framework for seed investing:
• Product/engineering excellence
• Ability to sell
• An earned insight about the market
• A believable path to $1B+ in revenue

The rarest founders can build at the frontier and persuade exceptional people to follow them.

Full conversation below 👇

[Yogi @Houseofyogi]

Spirit Airlines died tonight at the hands of the socialist crusader, Elizabeth Warren

She must be so proud to add another casket to her achievements.

Tonight at 3am, Spirit turns off the lights. 14,000 jobs gone. 30+ smaller airports lose service.

JetBlue offered $3.8 BILLION in cash to buy Spirit in 2022. Shareholders, flight attendants union, literally everyone voted yes.

The combined company would have held 9% of the US market against a Big 4 that already owned 80%.

For anyone who understands numbers: 9% isn’t a monopoly against 80%.

Warren said no.

She wrote letters. She pressured Buttigieg. Biden’s DOJ sued. A federal judge killed the deal in January 2024.

Her argument: the merger would cost consumers $1 billion a year.

Now look at her collateral damage she dusts under the rug.

510 pilots gone in the months after. 1,800 flight attendants furloughed in December.

14,000 jobs in 2023. 7,500 last week. Zero tonight.

And that’s just the people in Spirit uniforms.

Catering goes. Fuel guys go. Baggage crews, gate agents, airport coffee shops, hotels and rental cars in 70 cities Spirit flew to. Every airline job carries 3 more on its back.

40,000 people out of work because of one woman’s moronic crusade against the market.

And the math ain’t mathing.

Spirit abandoned 90 routes during the death spiral. Fares on those routes are up 14% on average. Oakland to Newark: $135 to $288. Fort Myers to San Juan: $92 to $219. Kansas City to Newark up 66%.

That’s reality. Not some BS number from a “study.”

So @SenWarren tell me how this saves the consumer money?

Cheap carriers in a market drop fares 21% across the board. Southwest did this in the 90s and saved Americans $68 BILLION over 20 years.

Warren killed it. That’s what moronic politicians led by socialism do.

Then with her own blind arrogance, she tweeted Spirit’s collapse is “a Biden win for flyers.”

A win.

14,000 people are reading termination letters tonight.

And she’s taking credit.

This is socialism in 2026.

A senator who’s never made payroll thinks she knows how to run a market better than the people who own and work in the company.

She saved you a billion on imaginary paper.

She cost you ten times that in real life.

She didn’t protect consumers from anything.

14,000+ will go from working to welfare.

She will make sure to blame billionaires, hardworking tax payers, AI, capitalism and whatever monster they will make up tomorrow hiding under your bed.

Higher taxes. Fewer jobs. More expensive everything.

She called it a win. I hope you enjoy winning.

[Ian Sigalow @Sigalow]

What I like about ChatGPT is that I can ask existential questions like “What has killed more people: Fascism through war or Socialism through starvation” and get reliable answers.

Btw the answer is socialism, the great plague of the 20th century.

[Ian Sigalow @Sigalow]

Smart read on the “harness vs app” debate.

[Kishen Patel @quichenpatel]

https://t.co/VqzJBxEGiT

[Ian Sigalow @Sigalow]

Every technology era created an opportunity for a new brokerage model:

Internet = Electronic Brokerage (E*Trade)

Mobile = Discount Brokerage (Robinhood)

AI = Agentic Brokerage (Public)

[Public @public]

NEW: You can now build AI Agents that monitor the market, manage your cash, and execute your trades. The Agentic Brokerage has arrived.

[Ian Sigalow @Sigalow]

This illustrates a common math mistake that some investors make when looking at a series of individual investments (closed end funds) vs an index.

If I had a magic money tree where you invest $100 and I give you back $200 three years later, you would say “That 2x return multiple is too low! I can make 11x investing in the NASDAQ.”

What you miss is that you can play the magic money tree over and over again, recycling your winnings back into the same game.

Over the course of this time period above, you could play it six times, so your total return is 2^6 =64x on your money.

[Ian Sigalow @Sigalow]

The new investing acronym I learned this week: HALO

Heavy Assets, Low Obsolescence

The idea is that with AI coming the safe haven for investors will soon be be industrial companies, like cement manufacturers.

[Ian Sigalow @Sigalow]

@WillManidis In the end, we have only two commodities to spend (time and money). Distance is just a proxy for time.

The rare book dealer coming to SF erodes his business in the long run because “difficulty of purchase” is, in itself, a source of value.

[Ian Sigalow @Sigalow]

Trading is now available for your personal OpenClaw AI.

2026 is just getting weirder and weirder… soon your agent will be able to make you money while you sleep.

[Public @public]

Install the Public skill in your OpenClaw → https://t.co/DBqdN7yhTI

[Public @public]

Now live: Public × @OpenClaw
Trade stocks, options, and crypto via OpenClaw.

[Leif Abraham @leifthunder]

Trading volumes have been ramping aggressively at Public

[Ian Sigalow @Sigalow]

@lessin This is thought provoking. Let’s game theory this out - what if AI can recreate the current state of the internet and run it going forward without human assistance?

Then we have a free, autonomous internet and a closed internet going forward? Which one wins?

[Ian Sigalow @Sigalow]

@danprimack Masa at Softbank is probably thinking, “Just $15B you say? Hold my coffee…”

[Ian Sigalow @Sigalow]

The miracle of duty free stores: convincing the same people who spend $10 to have a burrito delivered three blocks to personally carry large bottles of liquor thousands of miles to save $5