David @SGV (d)

David @SGV

Product builder and investor — @socialgraphvc kindness, compassion, forgiveness

1525 Followers

Recent casts

My fav quote from Brie Wolfson article on Cursor: “To share what they’re observing and learning, many team members create “brain” channels in Slack where they publish their personal musings; there’s no expectation of a response or engagement, but people with good ideas can command quite a following. For the most popular brain channels, the content has little to do with “proof of work” or “managing up,” but rather ideas and reflections.” This is talent density, doing it for the fun of learning and building https://joincolossus.com/article/inside-cursor/

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Great article by Audtless on $JESSE, and how @zora / @base are trying to force PMF on a pure speculative asset The thesis that "attention has value in itself" is a fad Attention is priced in via Ads, and if those are not integrated at a protocol level, fundamentals are broken https://research.auditless.com/p/nobody-understands-jesse

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It's the small things An investor in @socialgraphvc told me our internal emails are the most detailed and high signal for consumer crypto he reads, and he's an LP in a bunch of funds Happy to open source them to those interested, DM me

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Top casts

It's the small things An investor in @socialgraphvc told me our internal emails are the most detailed and high signal for consumer crypto he reads, and he's an LP in a bunch of funds Happy to open source them to those interested, DM me

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A bit of a bull case for @proxystudio’s @clanker 4.3x valuation / 30d fees vs. Pump’s 10-20x, or Virtuals 166x

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For founders struggling with growth vs. product, from Revolut’s CGO: “Product builds the machine, and growth operates it” Dissecting it, product is building internal tools with custom parameters, which the growth team is able to operate on a daily basis, measure, and test

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Onchain profile

Ethereum addresses