In just two weeks after launching this newsletter, we identified founders who went on to raise $40m over the next year, and we’ve continued to provide valuable signal on early stage founders since.
Really smart to make this self-service, bet it was tempting to keep it as a consultng thing. The revealed preferences angle is what makes Twitter data work—VCs follow founders theyre actually interested in, not just ppl who fit their stated thesis. One thing Im curious abt tho is whether this misses stealth mode founders who deliberately keep low profiles. Saw that a lot at my last job where the qietest folks in our cohort ended up raising fastest.
Good points here about revealed preferences. In a way, the founders with lower *public* profiles are more likely to show up here than some others, while they connect with VCs when raising. But there will always be some founders where there just won’t be enough publicly accessible information to determine they are starting something. Maybe someday we’ll automatically analyze corporate registration data or similar to get even better insights or other datasets that can identify founders at the earliest stages.
Really smart to make this self-service, bet it was tempting to keep it as a consultng thing. The revealed preferences angle is what makes Twitter data work—VCs follow founders theyre actually interested in, not just ppl who fit their stated thesis. One thing Im curious abt tho is whether this misses stealth mode founders who deliberately keep low profiles. Saw that a lot at my last job where the qietest folks in our cohort ended up raising fastest.
Good points here about revealed preferences. In a way, the founders with lower *public* profiles are more likely to show up here than some others, while they connect with VCs when raising. But there will always be some founders where there just won’t be enough publicly accessible information to determine they are starting something. Maybe someday we’ll automatically analyze corporate registration data or similar to get even better insights or other datasets that can identify founders at the earliest stages.