The Nasdaq was up +14% in January.
Facebook opened up +20% today (!!)
Have we turned the macro corner, or is this a dead cat bounce?
I think it’s the "Jerome Powell bounce”
Thursday Thread...
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Bedrock
@bedrock
Bedrock is a technology investment firm in search of narrative violations. Launched in March 2018, the firm manages over $1.5 billion in assets.
bedrockcap.comJoined November 2017
Bedrock’s Tweets
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"$META, $AMZN, there's a sense that those are the mega-platforms of the past. The advertising business models on the internet are going to be disrupted," says @GeoffLewisOrg. "You really need to be looking for what's the next mega-platform and I don't think it's the same ones."
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VCs are making more $$ despite *worse* returns
How’s that work?
Thursday Thread: the VC Industrial Complex 🧶⚡️…
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Learn how to build GPT-3 AI apps with @OpenAI and @Vercel edge functions.
In this video, I explain how I built twitterbio.com and how you can build your own GPT-3 powered apps:
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JUST IN: The U.S. Army has awarded Epirus a $66 million contract for our Leonidas counter-swarm systems. More details: bit.ly/3H3RY3N
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The fix is in -- and it looks worse than 2008.
Five reasons a recession feels inevitable
Thursday Thread, co-written by 🧶⚡️ …
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Valuations soared to mind-boggling marks the past two years.
It’s hard to find a tech company that’s *not* overvalued in the private market.
Everyone knows a reset is coming – but what will be the new normal?
Thursday Thread: The Valuation Reset...
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way more true today
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The most countercultural position of all today is pro-crypto / anti effective altruism.
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Who else lost big due to “analysis paralysis” at the start of the pandemic?
The story of how and MISSED OUT on the Series B round in at the start of the pandemic.
Don’t worry, there is a silver lining to the story! 👇
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mercury doesn't react to acid.
however, it can poison you.
on that note, all new Temp Checks about to drop nonstop.
subscribe: youtube.com/c/geofflewistv
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We believe in nothing, Lebowski! Founder says many companies that went public during the "nihilistic valuation environment" of the last few years will never be worth their IPO price again.
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What is the extra motivator that great founders have?
Vengeance 😈
, of shares his research with 👇
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Built different.
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So excited to be doing this breakdown of @Rippling.
Starting today with our episode with @parkerconrad we discuss:
The benefits of compound startups.
Why chips on shoulders = chips in pockets.
Building the App Store for Business. 
thetwentyminutevc.com/parker-conrad-
thetwentyminutevc.com/parker-conrad-
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Popular Narrative: “Silicon Valley is not a place, it’s an idea.”
Sorry folks, it’s still a place.
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We were so lucky came on the program to talk about ! Lot's of laughs and insightful advice. Couldn't have been happier.
Bedrock's Latest Investment: bit.ly/3SFh1OU
Listen on Spotify: spoti.fi/3LTniEw
Listen on Apple: apple.co/3DVZj5w
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Congratulations to on its newest product launch: Spend Management. The ambition of this company is astounding: few have ever launched and scaled products -- across multiple massive software categories, concurrently -- like this. Built different.
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Replying to
This is a good one, from the founders of – "In Search of Narrative Violations" bedrockcap.com/letters
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Very few companies on the planet are poised to have the long term positive societal impact of .
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Bedrock around the clock. Now you can see all the things we think we think right on bedrockcap.com.
Check it out: bedrockcap.com/thinking
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This is an insane read on 's journey with . cc:
Outbid at Series A --> uncapped note --> got close to lead the Series B but never issued a TS due to Mar-20 crash --> finally co-led $250m Series D at $11bn in May-22...
bedrockcap.com/letters/rippli
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The foresight and humility are what makes it that much more admirable. Love watching you guys work and learning from you sir.
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Riding a wave isn't the same as life’s work entrepreneurship.
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, and I had a lot of fun (too much fun?) writing this post on 's idiosyncratic journey with ....and co-leading their $250m Series D.
More here for your enjoyment:
bedrockcap.com/rippling
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The markets are melting down -- and someone is leaking the internal Bedrock slacks 👀
Thrilled to continue our partnership with & in this $250mm Series D
This product, company, and entrepreneur are built different...
bedrockcap.com/rippling
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News today: We have co-led a $250m Series D in alongside .
Here's the story of how the deal came together....and why we made our largest investment ever amidst a global tech meltdown:
bedrockcap.com/rippling
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Bedrock just co-led a $250m Series D in w/ .
Tidal waves of skeptics and saboteurs didn’t stop , and this macro meltdown isn’t going to stop Rippling.
They are built different.
bedrockcap.com/rippling
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All of us at are proud to have led the seed financing round for last year, and celebrate this important milestone on their journey toward building the eternal city.
Welcome et al!
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Praxis is building the city of the future.
We’re pleased to announce our $15mm Series A led by @Paradigm (@caseykcaruso @FEhrsam @arjunblj), with @sama + @maxaltman, @AlamedaResearch, @3ac (@zhusu), and @robotventures (@tarunchitra).
tinyurl.com/2p8pmatr
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The best companies are multi product companies.
Temp Check w/ @ericstromberg
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