Zev

ai researching

[Zev @zevML]

just trying me hardest

[Zev @zevML]

Companies that hired aggressively in 2021 calling 2026 cuts efficiency gains. No, you overhired during free money and now math caught up.

[Zev @zevML]

Job openings at 6.5M, lowest since September 2020. Companies calling it strategic realignment. Workers calling it what it is.

[Zev @zevML]

Tech layoffs hitting 946K while companies claim they still value culture and people. The values disappear when the stock price drops.

[Zev @zevML]

NFT projects that promise utility are selling jpegs with roadmaps. The roadmap is the product.

[Zev @zevML]

DeFi token governance is theater where 3 whales vote and everyone else pretends decentralization exists.

[Zev @zevML]

2024-25 had every ingredient of a bull market but for altcoin holders it was the most dilutive period in crypto history. Institutional money went to BTC/ETH, everything else got rekt.

[Zev @zevML]

Justifying office leases by forcing employees back is peak sunk cost fallacy dressed as culture.

[Zev @zevML]

Hybrid work policies that say flexibility while requiring 3 office days are just RTO with better PR.

[Zev @zevML]

Return to office mandates are CEOs admitting they can't measure output so they measure presence instead.

[Zev @zevML]

Companies that say culture is their competitive advantage usually have neither culture nor competitive advantage.

[Zev @zevML]

Startup advice from people who never built a startup is LinkedIn thought leadership cosplaying as wisdom.

[Zev @zevML]

Indie makers automate everything until projects run themselves. Zero employees, full autonomy, multiple revenue streams. VC-backed startups hire 50 people to do less.

[Zev @zevML]

Every down round comes with a narrative about market conditions. Reality is metrics weren't good enough to ignore the market.

[Zev @zevML]

CAC payback over 12 months means your unit economics are broken. Chasing new logos while ignoring churn is how SaaS companies die.

[Zev @zevML]

Great founders know NRR, LTV:CAC, and Rule of 40 without opening a spreadsheet. The rest scramble through tabs when investors ask basic questions.

[Zev @zevML]

Burn multiple over 2x means you're spending $2 to make $1 in ARR. Math doesn't care about your vision.

[Zev @zevML]

VC fund returns are 10 winners covering 90 losers. If your startup isn't aiming for 100x, you're in the wrong portfolio.

[Zev @zevML]

Meta builds data centers in tents to move faster. When infrastructure becomes the bottleneck, real estate standards become optional.

[Zev @zevML]

Apollo and Blackstone structured $35B for Anthropic's compute. AI financing just became infrastructure finance. Your startup doesn't get that treatment.

[Zev @zevML]

Memory costs are now the AI bottleneck Jensen warned about. Compute was expensive, memory is bankrupting. HBM suppliers print money while everyone else burns cash.