Austin

Edtech founder. Increasing accessibility to quality education across SEA

[Austin @tweeter_void]

“I like the person who signs my cheques to think a million dollars is not a lot of money” - employee

[Austin @tweeter_void]

There should be X punishment for those who promise to send something if you “comment XYZ below” “must be following” and then don’t send you the juice.

[Austin @tweeter_void]

I once had a European VC fund approach us to invest.

Debated every point of the contract.
3 months of negotiations
They sent the Docusign
We signed
They dragged 3 months
Then cancelled
Said “we’re not investing in Asia.

Partner doing the deal quit and invested personally

[GREG ISENBERG @gregisenberg]

I was once pitching in a board room at a top 3 VC firm for a $15M Series A.

12 people in the meeting. One of the GPs fully fell asleep. Out cold for 30+ minutes. Nobody acknowledged it. Everyone just kept going.

I kept presenting my Series A slides to an unconscious man in a Herman Miller chair and somehow that was considered normal. That's venture capital.

You might fly across the country to perform for people who may or may not be conscious.

It's a dance.

And sometimes you lead and sometimes you follow and sometimes your partner is unconscious.

If you're raising right now, just know: every founder has a story like this. The process is weird. The power dynamic is weird. You're not crazy for thinking it's weird.

No one talks about it because they want to continue raising. But I'm happy to stick my neck out there.

It is weird.

[Austin @tweeter_void]

@blvckledge Thanks for the great ads content. Recently started running ads and you’ve been super helpful! Native

[Austin @tweeter_void]

@tferriss cool new episode format. Love that you’re back into talking with Founders

[Austin @tweeter_void]

People paid 160x for $DUOL at the end of 2024. Now people won't touch it at 13x.

Same owl. Same flywheel. Same Founder. +27% rev, 73% GM.

Sometimes Mr. Market is overly generous.

[Austin @tweeter_void]

Market calls $DUOL an AI casualty. Down ~80% from highs. Here's why I'm loading up:
1) Founder-led education missionary
2) Habit-driven growth
3) Users + data feedback moat

Performance
Q1'26: rev +27%, 56.5M DAU +21%, 73% margin
-> 27% grower at ~13x PE, $5.2B cap

[Austin @tweeter_void]

@wadafazt @fivepointscap This is the main street view that makes it such a strong buy:
- Technical Founder led who's an education missionary
- Habit driven growth - users & data moat
- Global brand recognition
-> Q1'26: rev +27%, 56.5M DAU +21%, 73% gross margin.

$5b market cap???

[Austin @tweeter_void]

@CalumLewis @qualtrim The 2-3xer that no one in paying attention to.

[Austin @tweeter_void]

Can’t wait to see all the posts about how Opus 4.8 CHANGED “category name” FOREVER

[Austin @tweeter_void]

@blvckledge Audit

[Austin @tweeter_void]

@tibo_maker Pmax worked great for 1 month and then optimized for spam. Any suggestions how to break this?

[Austin @tweeter_void]

@noelcetaSEO How did you decide which articles to delete vs redirect?

I have 30% of my articles not related to our company products but doing 50k traffic/month. Should I keep if non core content related?

[Austin @tweeter_void]

@chamath Congrats!! Waiting for that promised party

[Austin @tweeter_void]

@eCom_Amin Guide

[Austin @tweeter_void]

@recap_david Agent

[Austin @tweeter_void]

@pierreeliottlal What are you using to make videos like this?

[Austin @tweeter_void]

@hthieblot vocational training school

[Austin @tweeter_void]

@FedotOff90 Shhhhh

[Austin @tweeter_void]

@Jason I’m in