Baris βοΈπ±π€ππ°
6,295 followers
Freedom Media Ethics 
Sarah Weller 
Adar Poonawalla 
Redfinβs view into which coastal cities are exploring at the top 5 destinations.
Iβd expect more Bay Area looking to move to Miami based on all the talk
Missed going to Istanbul πtwitter.com/istanbulism/stβ¦D
Plot for next Bond movie.
Fintech fraud to chemical weapons π
βJan Marsalek, former COO of Wirecard, had told friends and associates that he possessed a highly classified chemical formula for novichok, the worldβs deadliest nerve agentβft.com/content/ab2e00β¦Y
This really seems to be right out of @KimZetter's book:
Blackout Hits Iran Nuclear Site in What Appears to Be Israeli Sabotage
nytimes.com/2021/04/11/worβ¦ twitter.com/Baris/status/1β¦
This reminds me @KimZetterβs book that covered how Stuxnet was used to sabotage centrifuges at the Natanz uranium enrichment plant.
theguardian.com/world/2021/aprβ¦
JP Morgan spends $600m+ a year on cybersecurity
Seems to be in line with $2k-3k cyber spend per FTE.
reports.jpmorganchase.com/investor-relatβ¦
What the hell is an #NFTs π
youtube.com/watch?v=mrNOYuβ¦5
Love that first part by @JoePWilliams31
Hoping AWS don't get disappointed by the options available in the areas I invest in π¬g
#SPACs dominated M&A and IPO markets so far.
.. and thereβre more of them searching for target companies.
Would be interesting to watch how they perform in the long term.
I want a bot that will automatically reply to VC tweets with "This is so reductive. Disagree" to make me look contrarian π¬
VC Twitter is turning into attention-seeking tabloids that compete on having the most bizarre / contrarian take on a topic
Talent battle got way more difficult.
Product release cycles for shorter hence directly competing with new startups earlier.
Thoughts?
While I constantly bet against incumbents, I also increasingly witness the relentless innovation capacity of public tech cos like @twilio, @okta, @stripe, @datadog, @Atlassian, etc
Getting harder to compete with new incumbents.
In one of my recent reference calls, ex VP Eng of a public security co said sth resonated well with me:
Startups who competed with 90-00s incumbents (Oracle, IBM, Symantec, etc.) had easier time than today.
Good luck to the startups competing with 2010-20s incumbents.
Best of luck to all teams hustling to have a strong finish to the sales quarter! πͺy
VC: we need to do more diligence, talk to customers. Need more time.
Founder: SG. Pithing to full partners at few other firms.
VC: never mind. letβs go!
Investors when they couldnβt get into the deal that pushed hard for π’
l
#SPACs seems to be rolling funds for PE folks
Not sure @shl @AngelList notice that they had an impact there
Main difference is the diversity due to thresholds to be a sponsor is way higher than ability to start a rolling fund.
To put things in perspective, total US VC investments was ~$130b in 2020.
US SPAC is on $380b run rate for 2021 π°π°sLV
Researchers discover a module in the widespread #TrickBot toolset that targets UEFI / BIOS #firmware for easily exploitable vulnerabilities. @VK_Intel, @IntelAdvanced and Eclypsium share vital information here.
πbit.ly/3tuzf9gm#FirmSecc#TrickBoottU
Retweeted by Baris βοΈπ±π€ππ° #Game #devs have learned from #enterprise for years. What #design #patterns can your #mobile #app utilize from gaming?
How about the application of #state #machines to track the state of your code?
Join us for a #free March 25 #webinar to learn more!
go.embrace.io/WBNR-How-Enterβ¦
Retweeted by Baris βοΈπ±π€ππ° π 400+ participants told us what the most difficult part of starting a company was QoQ. Find out the latest results here:pulse.qa/poll/what-feelβ¦5
#entrepreneurshipp#startingabusinesss#smallbusinesssp
Retweeted by Baris βοΈπ±π€ππ° Many ppl advise against the valuation game but some founders still go for $50-$100m pre-money valuation in the seed round.
Stark difference between YC S20 vs W21 in terms of valuations.
Multiple times higher in less than a year.
"Technology and the regulations go hand in hand" - Finch Fulton
@LocomationAI team had a clear vision to transform the massive trucking industry right off the bat
Their multi-disciplinary approach to tech, regulations, safety, drivers & other stakeholders is unique & impressive
Check out @pulseQA's recent survey on enterprise priorities & budgets π
home.pulse.qa/landing-page/iβ¦T
There's a growing interest in IAM solutions for various usecases in the enterprise, hence our investment in@CerbyHQQ.
There's a reason why everyone and their brother are raising #SPACs:
Returns for SPAC sponsors have been terrific πW
Greensill collapse is one of the quiet but messy fraud cases. Softbank, Credit Suisse, Tokio Marine and others need to live with substantial losses.
This is a brewing disaster in the consumerβs hands twitter.com/Phil_Lewis_/stβ¦
Unfortunately upward mobility is surprisingly low:
β1800 colleges & universities enabled fewer than 2% of their students to rise from bottom fifth of the income scale to top fifthβ twitter.com/Mark_J_Perry/sβ¦
Most valuable business plan ever:
~~~~~~~~~~~~~~
| Monetize Chaos |
~~~~~~~~~~~~~~
#NFT
@adamscrabble twitter.com/Melt_Dem/statuβ¦
Since then, Marty has built a stellar team (John Rodkin, Alan Hardy & many others)
Proud to be supporting the team π & excited to work w@peter_wagnerr@Wing_VCC π on Hydrolix's mission to build an outstanding company helping enterprises handle growing data challenges
Thrilled to see @GetHydrolix out in public π
We were impressed by@martykagann & Hasan Alayli's radical approach to building an ultra-fast elastic cloud data platform when we met them back in 2019 and quickly invested then.techcrunch.com/2021/02/24/hydβ¦I
Thanks for the kind gift β¦@EngineeringCapβ© β¦@ashmeetsidanaβ© π
One of the best technical investors in seed stage οΏ½q6
I am constantly impressed by our own tech π
I went from a rough sketch to a screen with the Twitter design style in 90 seconds in Uizard... π€―
Thereβs no way back, design with AI is here to stay..1F
Retweeted by Baris βοΈπ±π€ππ° I shared my thoughts on Pulse. Join the discussion on @ProductHunt producthunt.com/posts/pulse-36β¦
While I enjoyed my time at Google post-acquisition, this resonates with me on so many levels π¬twitter.com/noam/status/13β¦W
Shift to Signal conversations died down quickly I guess.
Most people don't seem to care about additional security that Signal might provide.
People are fine with iMessage & Whatsapp.
At this rate, SPACs could lead to as much exit value as the whole 2020 π€
This doesn't include direct listings, IPO, M&A.
2021 will be an impressive year of liquidity in the US.
Currently, there are ~$100b SPACs searching for companies to acquire/merge... and $35b new SPACs formed in the first 5 weeks of 2021 - almost $350b run rate! π°π°π°
To put things in perspective... Total US venture exit value in 2020 was $29Fgo
Excited about the opportunities created on computer vision technologies. Already invested in multiple impressive companies here.
I'm impressed by @ldvcapital's commitment to this area. Can't wait to watch the #LDVVisionSummit today.
cc @nisselson
I shared my thoughts on Uizard. Join the discussion on @ProductHunt producthunt.com/posts/uizard-3
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