I don’t care about OTA QB trackers.
I don’t care about daily updates from biased idiots who work in Cleveland media.
I attended several games for the Cleveland Browns last year, and I know what I saw.
I saw a bunch of guys who were accustomed to walking with their heads down suddenly walking with their heads up.
I saw guys who used to give up when the team fell behind by 7 points suddenly fighting when the team was down by 10 because they BELIEVED.
I saw guys who didn’t flinch when they received the ball down 18-17 with 1:29 remaining on the clock in Cincinnati.
I saw the way that the players raved about his leadership, his attitude, and his swag during the off-season.
I saw how the players rallied around him, loved his personality, and spoke of the positive impact that his presence had in the locker room.
______________________________________
I am not wasting time this year arguing with NAN fool about Shedeur Sanders.
I am not responding to ANY reports from morons working in Cleveland media.
I KNOW what time it is!
There is no QB competition in Cleveland.
Shedeur IS QB1.
The Browns will win 10-11 games to make the playoffs.
BELIEVE that!!
“You hate billionaires, but you want to be rich.”
No. I want enough money to live a modest, stable life and be generous with people around me. Not wealth built on exploitation, hoarding, or treating the planet like it is disposable.
When people say "I'd do anything for my child," everyone praises them, but when a parent risks crossing a border to save their child from war, poverty, or danger, suddenly they're treated like criminals.
Capitalism has ruined people’s worldview, making extreme selfishness and greed seem normal. It’s not humane, or normal, to believe that human beings should be denied shelter, food, and healthcare simply because they have no money. This is dystopian.
@credistick We have now extended this model to Fund I VCs deploying sub $10M funds. Two word: Fragmentation Tax. And it’s killing the best founders AND coming back to bite a whole era of new fund managers.
https://t.co/Hj3kkaglXx
🎯🎯🎯
One of the most interesting and superficially unintuitive findings (across a number of studies) is that capital raised has no meaningful correlation with success.
And at the very beginning of a company’s life, and at the point of exit, it is dramatically negatively correlated.
If capitalism is so great, why do corporations need so many tax breaks, subsidies, exemptions, grants, legal protections, bailouts, and trade protections?
When citizens need these things, why is it socialism?
As a kid who grew up on food stamps and free lunch programs, gotta say: some of you are sociopaths for believing kids from poor families shouldn't have access to nice experiences. It's bizarre. Do you'll actually listen when you attend church or just pretend to care about Christ?
Could I be everyone’s favorite SPV platform because I just figured out how to eliminate all K1 except for at an exit event when you got a distribution or a write off?
@toddsaunders What’s is the version of this same set up that would have had the room filled with women?
also. I love the local focus. Go Westfield. That’s a bit magic.
they want us to believe it’s a national security emergency to fall behind china on Ai but falling behind china on high speed rail, renewable energy and childhood nutrition is a-OK.
how to read the room in venture right now:
if a partner keeps saying founder quality matters more than ever, ask what they actually mean.
often it just means their old product heuristics stopped working and theyre retreating into vibes, references, and charisma theater.
agents are making this painfully obvious.
the firms that win this cycle wont be the ones with the prettiest taste.
theyll be the ones willing to underwrite businesses that look weird to human pattern matching but survive base model progress.
most vcs were never underwriting the future.
they were underwriting familiarity with better branding.
that game is breaking.
founders should notice who still asks the same legacy questions after the workflow changed.
those are not your investors.
those are museum curators for the last software cycle.
@credistick I love how a single piece of data debunks one of the top 5 biggest truths in venture. Fascinating.
"Cold inbound is no poor man’s deal flow. It is a structurally underpriced source of alpha which rewards the few investors who are willing to take it seriously."