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briansin's profile
Brian Singerman
Brian Singerman
Brian Singerman
@briansin

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Brian Singerman

@briansin

Partner at Founders Fund

San Francisco, CA
Joined July 2008

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    1. Roger Ehrenberg‏ @infoarbitrage 29 Apr 2017
      Replying to @davemcclure @hunterwalk and

      I didn't think you were, Dave. This isn't about dick-measuring. You've made unequivocal assertions about the rightness of your model.

      2 replies 1 retweet 5 likes
    2. Roger Ehrenberg‏ @infoarbitrage 29 Apr 2017
      Replying to @infoarbitrage @davemcclure and

      I've said "really? Prove it."

      2 replies 0 retweets 3 likes
    3. Dave McClure‏Verified account @davemcclure 29 Apr 2017
      Replying to @infoarbitrage @hunterwalk and

      F1 had ~265 co's; ~25 are >$100M, ~5 are >$500M (Twilio >$2.5B). model is playing out much to expectations. but maybe we're just lucky.

      1 reply 1 retweet 11 likes
    4. Keith Rabois‏ @rabois 29 Apr 2017
      Replying to @davemcclure @infoarbitrage and

      Neither of the two best went through Accelerator? Perhaps mixing apples/oranges? And are other 3 ones paper gains or likely to be real?

      3 replies 0 retweets 7 likes
    5. Dave McClure‏Verified account @davemcclure 29 Apr 2017
      Replying to @rabois @infoarbitrage and

      can't predict if markups will be realized, but Credit Karma / Lyft / SendGrid all doing well. (note: Lyft in my FF portfolio, but not 500)

      1 reply 0 retweets 3 likes
    6. Keith Rabois‏ @rabois 29 Apr 2017
      Replying to @davemcclure @infoarbitrage and

      Lyft should work. Credit Karma is likely toast. Don't know SendGrid well enough.

      1 reply 0 retweets 3 likes
    7. Dave McClure‏Verified account @davemcclure 29 Apr 2017
      Replying to @rabois @infoarbitrage and

      i'll bet you a beer and a dollar CK does just fine. 🍻💵👌🏽#witness

      1 reply 0 retweets 7 likes
    8. Keith Rabois‏ @rabois 29 Apr 2017
      Replying to @davemcclure @infoarbitrage and

      Deal. There are some major macro winds there they can't escape.

      2 replies 0 retweets 5 likes
    9. Dave McClure‏Verified account @davemcclure Mar 29
      Replying to @rabois @infoarbitrage and

      hey keith: we didn’t specify exact terms or timeframe, but with CK @ $4B (not to mention 80M users) i think you might owe me a beer. 🍺😂🍀

      1 reply 1 retweet 15 likes
    10. Keith Rabois‏ @rabois Mar 29
      Replying to @davemcclure @infoarbitrage and

      Liquidity???

      4 replies 0 retweets 4 likes
      Brian Singerman‏ @briansin Mar 29
      Replying to @rabois @davemcclure and

      I can verify @rabois owes DMC a beer and a buck….

      1:03 PM - 29 Mar 2018
      • 5 Likes
      • Keith Wasserman Kressel Dave McClure Declan Kelly Eghosa Omoigui
      1 reply 0 retweets 5 likes
        1. New conversation
        2. Keith Rabois‏ @rabois Mar 29
          Replying to @briansin @davemcclure and

          Still short :)

          1 reply 0 retweets 4 likes
        3. Dave McClure‏Verified account @davemcclure Mar 29
          Replying to @rabois @briansin and

          pretty sure you can’t really short CK since they aren’t public, but i’d say a good hedge is CK long private + Equifax short public ;)

          0 replies 0 retweets 2 likes
        4. End of conversation

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