SLV

[SLV @slv_ldn]

@garrytan @mosworld The answer is it’s kind of impossible. How do you creates rules for a company that’s perceived as being stable vs speculative ?

[SLV @slv_ldn]

@Karim_RC @ashen_one 😂

[SLV @slv_ldn]

@RedwoodFounders And that makes it much easier to substitute conviction in the founder for conviction in the actual thesis: instead of “I know where this space is going and this company fits that view,” it becomes “smart founder, plausible space, they’ll find the right thing.”

[SLV @slv_ldn]

@RedwoodFounders Feels like this is partly downstream of the environment you're defending in your other post tho. If ideas are increasingly commoditized and everyone’s building similar things, the average VC is ofc going to shift toward “do I think this founder will figure it out?”

[SLV @slv_ldn]

@eurofounder Genuine question but why can’t we just stop immigration from specifically these countries ? Thats apparently a racist proposition in the EU, but the net contribution will likely be negative here given these people have little/no skills and incur significant costs to educate/house

[SLV @slv_ldn]

@CoFoundersNik 1. US Fast food market is extremely saturated at the moment, the amount of brands on the market just in burgers/chicken is insane and many have much better food at similar price point objectively 2. Prices are outrageous for what it 3. Said competition in 1 expanding abroad

[SLV @slv_ldn]

@ethantalreja1 @aslater What’s even funnier is these guys started the fight and ended up losing it. The hilarious part is all the growth work they were doing with like lambos and YC branding in sf is all completely going to benefit the other soar 😂😂😂

[SLV @slv_ldn]

@impresaVC @aslater it’s an unsolvable problem if you understand the industry. These guys just piggyback on duffel’s api which is pretty bad, they’ll never be able to achieve price parity and comprehensiveness, those are fundamentally mutually exclusive in travel

[SLV @slv_ldn]

@sourishsharma17 @grok bro YOU literally asked grok what do you mean “grok has no data” hahahaha

your entire position this whole time has been “they already have pmf” as a statement of fact. now suddenly neither of us has the data to actually know whether they have pmf ???

[SLV @slv_ldn]

@jonnyclifford should prbly post more abt that then. my point is that an incubator's strongest signal should be the companies its alumni go on to build, not how many end up working at already great companies

[SLV @slv_ldn]

@aslater pretty big L ngl, aren't you supposed to be a generational GTMer and you lost the branding fight (that you started btw) to a startup that raised less than you hahahaha

[SLV @slv_ldn]

@sourishsharma17 @ndrewpignanelli Also, this is just a massively simplistic view on scale/growth ? Do you really think it's as binary as acquire 100k users, pour money into it, scale to 100 m ? As if their current product has no ceiling and their current user base isnt just mostly sf tech ppl

[SLV @slv_ldn]

@sourishsharma17 @ndrewpignanelli They have first adopter pmf, yet are being priced as if they're bringing ai to the masses. have yet to see a compelling use case for anyone else nor an actual business model. Take a look at Clubhouse, who had about 170x as many users at peak and are practically nonexistant today

[SLV @slv_ldn]

@sourishsharma17 @ndrewpignanelli yeh bro lets just raise some vc and buy pmf

[SLV @slv_ldn]

@kylejeong Missing the 6 back and forth messages in between where it ended up being as useful as a claude chat with browser use

[SLV @slv_ldn]

@aslater Who tf is using this 😂 ur just a wrapper over duffel inventory which is clearly terrible