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Diego

@d1ego

1045 Following
1128 Followers


Diego pfp
Diego
@d1ego
16mo daughter still not walking. Crawls like a maniac, walks great holding hands — just refuses to go solo. She’s a big girl (90+ percentile heigh & weight), so maybe just taking her time. Ped suggested PT soon if we wanted but feels a rushed. Anyone else skip PT and let it play out?
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Diego
@d1ego
More Verstappen-to-AM rumors — apparently “basically done” per Daily Mail. Still feels like smoke, but it keeps resurfacing 👀 👀. I see it close to impossible but if it ends up happening, can’t imagine Horner or Marko keeping their jobs… https://www.planetf1.com/news/team-for-max-verstappen-revealed-aston-martin-team-member-talks-f1-2026#:~:text=According%20to%20the%20Daily%20Mail,the%20rumours%20to%20PlanetF1.com.
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Diego
@d1ego
Just about to finish The Machiavellians. What a book. History repeats itself, but this one feels so prescient. Ideology, elites, fake consensus, the illusion of legitimacy — reads like today's manual. Wild that it was written in the '40s.
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Diego
@d1ego
Really recommend Gurley’s latest pod with Patrick O’Shaughnessy. One of the few who speaks clearly and cuts the BS. Loved the shoutout to crypto as a way to break the cycle of companies staying private forever. https://open.spotify.com/episode/3coA5PwQ1iz7mMxjctLNCA?si=imbTMieiQh23-Dmmnl29-w
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Diego
@d1ego
Thoughts on Adizero EVO SLs as daily trainers? I’ve been disappointed with the NB Rebel V4—too soft and unstable for me. Looking for something light, but with better snap and support
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Diego
@d1ego
My daughter is starting to crawl. So far, it's 1 inch forward, 3 yards backwards. So fun to watch 😆
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Diego
@d1ego
Carta just dropped its Fall fundraising data (software). Valuations closing-in 2021 levels driven by AI (75th percentiles look rich). No deal count specified for Series B and C but growth rounds continue to be scarce
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Diego
@d1ego
Crazy stat. 18 years for VCs to get fully liquid. I don't think it's sustainable. Secondary markets will become much more robust and liquid if incentives for going public don’t change in the medium term https://x.com/jasonlk/status/1846216066260959710
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Diego
@d1ego
Great presentation by @DSBatten made for family offices on Bitcoin and the environment. This type of narrative clarity & delivery is what's needed for normies' sentiment to change. https://x.com/BTC_Archive/status/1846237445961982068
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Diego
@d1ego
Latest report from Carta on funding rounds. Median startup is raising every 18 months which is intuitive. What's interesting is the dispersion across each funding round (e.g. 4% of startups inc. in 2021 already raised a Series D)
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Diego
@d1ego
Best CRM for LP Fundraising? I'm looking for something lightweight that can complement my current stack (Gmail + Sheets + Notion). I'm between https://www.pipedrive.com/ (more established, robust analytics) and https://www.folk.app/ (more flexible, less robust). Any tips?
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Diego
@d1ego
I'm halfway through Nate Silver's On the Edge. The book's a bit tribal and self-aggrandizing for tech, but Nate is a measured guy and the tone is ok. Without being too antagonistic or bashing, he does a cool comparison between risk-takers & the professional managerial class and the implications at large. Worth the read
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Diego
@d1ego
Great chart highlighting a key contradiction: economic growth vs. earnings growth forecasts. Consensus shows GDP deceleration while earnings growth accelerating, both can't be right. Asset prices reflect both lower rates and growth expectations (r & g) but hard to see how they're accurately priced with GDP set to slow
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Diego
@d1ego
FBI probe into Hone Capital investigating if they shared sensitive startup data with China. Hard to imagine deploying $115M in 360 startups would give them any meaningful info on companies like Stripe, AngelList, Boom, etc. but optics matter https://techcrunch.com/2024/09/24/hone-capital-a-silicon-valley-firm-is-being-probed-by-the-fbi/
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Diego
@d1ego
Not sure if it's official yet, but the Zoom Fly 6 looks dope. Rumored release is early November. I know the 5's flopped, but these are supposedly lighter and could work as daily trainers even with the carbon plate
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Diego
@d1ego
Had a debate with my wife: I think Omakases in SF are rarely worth the price. Change my mind—what's the best one out there?
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Diego
@d1ego
Interesting take. Counterintuitively, gamified 24/7 trading "replaces wisdom of the crowds with the folly of the mobs and causes prolonged, irrational mispricing" https://mail.blockworks.com/p/the-least-efficient-market-hypothesis
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Diego
@d1ego
Just finished rewatching Silicon Valley on HBO. I don't think I've laughed this much rewatching a show. It's aged REALLY well and captures the zeitgeist of the last decade spot on. Wish they'd do a new one or a spin-off.
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Diego
@d1ego
https://warpcast.com/d1ego/0x68f0a0c1
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Diego
@d1ego
Just got a roof rack for my Long Range MY. Roadtripping through SoCal next month and debating between a roof cargo box or bag. Leaning towards a bag (don’t need much extra space), but boxes are more aerodynamic. Lot's of contradictory info online about the impact on range. Any advice or experiences?
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