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Chris Zeoli ⚡️
VC in SF. Ex-. Nature, exploring & tech. Penn/Wharton educated, New York raised. Optimizing for happiness.
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Chris Zeoli ⚡️ May 17
Oof. 17% is at least 5x the total population growth of SF.
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Chris Zeoli ⚡️ May 16
interesting, that'll work without wifi? I figured Byron might also know because he works super closely with Twilio. Wonder if they can make a partnership with say Gogo to make say SMS and the like work for auth while on planes (in certain use cases).
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Chris Zeoli ⚡️ May 15
Replying to @bdeeter @okta @twilio
Is this something could help with?
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Chris Zeoli ⚡️ retweeted
Jason ✨Let it Be Fear, Then✨ Lemkin 🦄 May 15
Some spaces are hot, some aren't. Ultimately doesn't matter at all. Just the numbers will. But until then, burn less if you aren't in a hot space.
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Chris Zeoli ⚡️ May 15
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Chris Zeoli ⚡️ May 15
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Chris Zeoli ⚡️ retweeted
David McJannet May 15
Really impressive growth from Crowdstrike’s S1: ARR from $58M to $312M in 3 years. Overall observation is just how incredibly fast these software markets are moving.
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Chris Zeoli ⚡️ May 14
Replying to @blakeir @Plaid and 7 others
in shipping logistics
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Chris Zeoli ⚡️ May 13
Who is building LegalZoom as an API?
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Chris Zeoli ⚡️ May 13
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Chris Zeoli ⚡️ May 12
Replying to @andyh2
Also seen: GAP and basketball shorts that shall never be worn again
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Chris Zeoli ⚡️ May 11
This seems like an under-discussed statistic. Yikes.
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Chris Zeoli ⚡️ May 11
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Chris Zeoli ⚡️ May 11
Replying to @grigorimilov
Yup. Public markets want high gross margin, sticky companies with good unit economics. That’s enterprise.
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Chris Zeoli ⚡️ May 11
Replying to @CalculatedR1
NTM ARR is what investors are looking at with Zoom — it’s also a generous metric to be valued on forward revenue (vs traditionally LTM profits). Consumer hasn’t been getting generous forward multiples like that.
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Chris Zeoli ⚡️ May 10
Replying to @jasonlk @levynews
He also said they have “negative gross margins” at times which is misleading..
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Chris Zeoli ⚡️ May 10
Replying to @chriszeoli
Will the shift to more value creation and favorable capital markets conditions in enterprise vs consumer continue?
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Chris Zeoli ⚡️ May 10
A tale of 2 VC markets (consumer vs enterprise): contrast Uber’s IPO (low end of $45/share at $44-50/share @ $76B), -8% to $41/share. Lyft -35% since IPO at $51/share. Zoom bankers set range at $28-36/share. 3 weeks after IPO, it’s $80/share at $21B and ~20X NTM ARR.
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Chris Zeoli ⚡️ May 9
Replying to @jasonlk @algolia and 5 others
Both work! But at seed, probably best to focus on the former and do buyouts in the latter (can even buy a seed company for buyout company and upgrade the tech!)
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Chris Zeoli ⚡️ retweeted
Nassim Nicholas Taleb May 8
ATTENTION SALARYPEOPLE Next Friday when your guaranteed monthly paycheck is deposited, take a moment of gratitude for the entrepreneurs who took the risks so you get this risk-free income. Shaming an risk-taker for losing money is like shaming a soldier for losing a limb.
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