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Yusuf Sherwani
@ysherwani
Random musings on healthcare, tech and finance. CEO : conquering substance addictions. YC 18.
NYCysherwani.comJoined February 2009

Yusuf Sherwani’s Tweets

If you’re seed/pre-seed, Village are great partners and come with an extraordinary network. Speaking from experience
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Reminder of what we do @villageglobal: Lead pre-seed rounds or co-lead / participate at seed Typical initial check: $250k - $1.5M Invest across all categories and geos (ex China) No such thing as too early. We back exceptional founders at Day 0 and supercharge their networks
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Tell me you’re a peacetime CEO without telling me you’re a peacetime CEO
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Every tech CEO that’s publicly complained about lazy employees and an inefficient workforce has done layoffs in the past year except for Sundar. In fact they grew at record numbers that quarter. Question is whether he’ll blink now everyone else has cut? cnbc.com/amp/2022/09/07
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My takeaway from JPM is that health-tech is deep in the trough of disillusionment. VCs don’t know how to price the growth stage. I legitimately heard VCs say that startups with $20-30m ARR, growing 100% YoY with profitable unit economics shouldn’t expect a valuation >$100m 🤯.
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💯 I initially felt dumb for thinking that The White Lotus was garbage. Caviar cope is exactly the right description
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I watched Succession. I went to see The Menu. I watched The White Lotus. I listened to the All-In podcast for many weeks. Then I cracked. I'm leaving society. Goodbye.
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What most people (outside of tech) don’t yet realize is that AI is getting really good terrifyingly quickly and it’s not just routine jobs at risk of disruption
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Too many Gary’s working in tech right now. The next 12 months will be a rude awakening
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After seeing 150,000 people get laid off across other tech companies, Gary in Chicago (works 15 hour weeks, total comp $670k) wanted to make sure he’s still getting four day weekends every summer. RIP Gary.
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Imagine how much more entrepreneurial this country could be if health insurance wasn’t tied to your employment
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When I sold my company I called my mom. I told her how much I made, some big media outlets were covering it, the buyer was a $20b company, and how my financial dreams have come true. Her response: "That's great! But do you still have health insurance?
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I’ve never understood why you would short a stock. I may not be long a stock, but neither do I want to make money on someone else’s misfortune
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Haven’t listened to the episode but if true, such a red flag. As CEO you should own it - the buck stops with you. A great leader is quick to accept mistakes and slow to take credit.
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I’ll save you 30. Everyone’s fault but Domm’s: VCs, funding market, board, media. Domm is brash, high-profile, polarizing — a great builder like Elon Musk, doesn’t care about publicity, just his impact in world. He couldn’t have run winddown process better. The Board killed Fast. twitter.com/HarryStebbings…
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This graph does more to explain the rise of populism and revolt of the public in western countries than anything I’ve ever seen. I used to be diehard pro-globalization but it’s easy to forget how it heavily favors emerging countries and the top 1%.
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Some founders find it difficult to say no, but when you’re early stage investor relations is an unnecessary time sink. When you’re later stage, governance is achieved via the board and even then it’s important to have guard rails on your time.
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This is a pet peeve; when an angel investor with <0.2% ownership asks for a recurring meeting to report on “progress”. This has never happened with a founder investor - they’re usually too busy and know better.
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This is a useful heuristic for both hiring and investing. In his Lex Fridman interview, Zuck talks about only hiring leaders you can see yourself working for.
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When deciding whether or not to invest in a startup, Garry Tan asks "Would we go work there?" That's such a clever heuristic. It must not only help you identify the big winners, but also help you avoid the frauds. news.crunchbase.com/news/initializ
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