CEO / co-founder @larridin Previously founded / built / sold DynamicSignal & Adify Early at Flycast & comScore Helped Carbon Health, Udemy, TubeMogul, etc...

California
The biggest problem holding back AI right now: cost is exploding, and almost none of it is tied to business outcomes. We all know SOMETHING great is happening. Nobody's quite sure what. Today we fix that — introducing Larridin Token Spend & Insights. larridin.com/blog/token-spen…
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This line from @pmarca is amazing and scary... "We are heading into a world where a flat screen TV that covers your entire wall costs $100, and a four year college degree costs $1 million, and nobody has anything even resembling a proposal on how to fix this."
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The founder letter from @erenbali in the @udemy S-1 is an absolute must read. You should all take 1 minute and read it now. sec.gov/Archives/edgar/data/…
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Good news everyone - I have read all the update emails and it turns out that EVERY venture fund is well positioned to manage the disruption from coronavirus. Phew!
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If $300M ARR / 70% growth = $5B market cap I have some VERY BAD NEWS for private SaaS companies... (Gitlab is an amazing company)
Gitlab announced their first full quarter as a public company yesterday. 🚀 - ARR $300M+ - 69% growth - 152% NRR - 89% Gross Margin
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Replying to @Joshmedia @pmarca
I mean, that will obviously make education even more expensive. You can argue forgiving loans is just and moral! But it will obviously drive prices up.
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Some personal news…. I am joining @carbonhealth to partner with @erenbali and team and help Carbon continue its amazing growth. I first met @erenbali more than a decade ago when he and his partners were trying to raise money for Eren’s first startup, @udemy.
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Most startups fail because they are horribly managed. Always amazing how this is overlooked as we talk about ideas, markets and competition.
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Excited to announce that @CVSHealth has led our Series D financing at @CarbonHealth w a $100M investment. More on the round later. Delighted to be working with all the wonderful folks at @CVSHealth to continue our investment in Urgent and Primary Care! businesswire.com/news/home/2…
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@villi A combination of things are happening... A) There is a perception that ‘a lot’ more companies should be public. Investors clearly want more risk. B) Way more companies should be public. Number has been going down for 15 years, should be going up
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Big problem w Bitcoin, impossible for rappers to make videos making it rain Bitcoins or lighting cigars with Bitcoin. Won't catch on w kids.
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Every parent needs one skill that impresses their children and their children’s friends! Highly recommend learning to juggle torches. It’s not hard but it looks cool...
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Did 2 LP reference calls for 2 GPs last few weeks. At the end of both calls the LPs eventually asked if I knew of any scandals / misbehaviors at the firms. Feels like a good sign. Have done 100 of these over last decade and this is new.
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The person who invented Diet Coke is not famous enough
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Entrepreneurs - If you want to meet some great VCs come hangout in the Bay Area. Hot part of the country with great investors! @semil @villi @hunterwalk @villi @satyap @jrichlive @JohnChinaSVB
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Yes, I saw the news. You don’t have to text it to me.
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Replying to @gokulr @onepeloton
That van must smell terrible.
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Very cool. @Dynamic_Signal just named one of the top four best places to work in the Bay Area! #BayAreaBPTW
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Replying to @Timodc
That’s pretty productive! All I did is go for a run, make an omelet and watch Talladega Nights...
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Homeschool chronicles day 1,232: Wife just discovered that our daughter, age 6, youngest, had one subject in school she has not enjoyed doing from home so she has been hiding those worksheets under her mattress. 15 days of worksheets.
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What’s the line? Nothing is as permanent as a temporary government program? Something like that? There is zero credibility to the idea it’s one time if not paired with some reform.
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Fantastic @katiedjennings story about @CarbonHealth and our $350M financing. @erenbali & @Caesardjava explain why Carbon is so special… forbes.com/sites/katiejennin…
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Pizza is amazing Few people understand this
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Suggestion from a friend to combine a SPAC announcement with a move to Texas announcement for maximum press 😃
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I consider myself a sweatpants connoisseur and, during this time of increased sweatpants importance, I want to share my #1 recommendation. Patagonia Synchilla. You’re welcome.
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Well @netflix, I feel like you and @VancityReynolds made 6 Underground just for me and I want to thank you. It’s perfect.
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Billions is officially the 5th best show of all time in my opinion... 1) The Wire 2) Game of Thrones 3) Banshee 4) The Shield 5) Billions
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Replying to @anothercohen
most important tweet in history. i'd buy an NFT of it.
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Left dinner Got in car from valet Drove a block They gave me the wrong car! Someone took my car home with them!
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That’s not a joke, that is a thing she really said
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My favorite picture every year! One day the kids will be too old to go along with my matching pattern plan but not yet! Mele Kalikimaka!
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Maybe @uber should have a no-surge pricing option on the app. You call for a car and it never comes. It could be called the SF Taxi option.
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Enterprise sales. Left hotel in London at 445a for ✈️ . Will return to hotel at 1145p. 19 hours for a 90 minute meeting. It’s a big meeting.
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Big deal news today! Congrats to @Dynamic_Signal & @SocialChorus on the combination backed by SEP.
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Is now a good time to get a puppy?
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Exciting day here at @dynamic_signal! Today is our 8th anniversary and it has been an exciting ride. The team has a lot to be proud of as we look at all we have accomplished over the last 8 years together. Come join our fantastic team - dynamicsignal.com/careers
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If your parents are poor, it's not your fault If your in-laws are poor, it's definitely your fault
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Anyone know a good Miami or Austin realtor? californiaglobe.com/section-…
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You know what startups would really be killing it now... Webvan.
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I just pray the new CEO likes podcast advertising or the category could be in trouble...
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Replying to @semil
If you raise more money than your business is worth you are not going to get rich.
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Excited to kickoff our first #DySiSummit. Amazing day with our fantastic customers sharing their successes with each other.
“Dynamic Signal helps companies communicate and engage with their employees” - CEO @rfradin #DySiSummit
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The best juggling video! Have not juggled torches in 19 years. Like riding a bike...
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Replying to @hunterwalk
Subtweeting partners who blocked the investment
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Saw @SixBroadway this weekend with my oldest. It was excellent. All shows should be 80 minutes / no intermission!
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Sports Twitter > Politics Twitter
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I am always impressed when I get nice notes from VCs who passed on a round the day the round is announced. Definitely an easy thing for VCs to do that is always remembered.
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Happy 5th Birthday to my amazing daughter Paige. She made me a matching crown to celebrate...
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Brought my 4 yo daughter to work with me today. She joined one meeting, afterwards said to me ‘Dad, I thought meetings were where a lot of people talk, why did you do all the talking?’
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My favorite Halloween costume from a few years ago! I don’t think my daughter wants to dress up as a princess with me anymore…
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Replying to @MarcBodnick
Saw this tweet as well today, had not seen this story the first time. Assume it is true? Maybe she is not quite the sage intellectual we all need...
Just remembered this. Roseanne Barr did a photo shoot in 2009 titled “Domestic Goddess Hitler’s Burnt Jew Cookies” for Heeb’s Germany issue. The title of the article: “Burnt Jew Cookie Recipe – Over 6 Million Served.” I didn’t laugh then & I’m not now. heebmagazine.com/the-burnt-j…
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We announced some exciting news this week. We’ve raised $36.5 million, and our investors' support validates that we’re changing how global organizations reach their most valued assets – their people. bit.ly/2HB4UPd
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The best thing you will watch this week
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Replying to @Eunner
@Eunner Jeez. Crazy story. Glad you're all good.
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Years ago I decided I wanted to take each of my kids to NYC to see the Statue of Liberty before they started kindergarten. Took first 5 years ago, second 3 and, for my daughter, we all went. It amazes me when friends haven’t been, it is amazing! My favorite monument in the US.
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Exciting @Dynamic_Signal news today! Delighted to have @ericrbrown75 join as CEO to continue our growth... dynamicsignal.com/2020/01/22…
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I agree with this 100% The @SVB_Financial folks like @JohnChinaSVB are some of the best people in the industry!
I don't fully understand what happened, but I'm rooting for @SVB_Financial and the team behind it. They have been one of the most important supporters of the venture ecosystem.
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Replying to @adambain
Perfect!
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My take on SPACs and why there are so many of them and why they are fine / good...
@villi A combination of things are happening... A) There is a perception that ‘a lot’ more companies should be public. Investors clearly want more risk. B) Way more companies should be public. Number has been going down for 15 years, should be going up
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Best find from my parents move. Game 6 1986 WS. The Bill Buckner game.
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1 million vaccines!
1/4 Carbon Health has officially reached a historic milestone of administering 1 million COVID-19 vaccines.
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Is there a better feeling than knowing, for years, that someone is an unethical sneaky piece of shit and then hearing a story from someone else that 100% confirms your belief? It really might be the best feeling.
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Replying to @Timodc
I am thinking about trying to get my vaccine removed. Think it’s too late?
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Replying to @adambain
@adambain Beware the robots taking your jobs. Get a dual masters in opera and art. Robots can't sing or paint.
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Replying to @rabois
The press reaction around this is INSANE. There is a reason the combined market cap of Kantar, Nielsen, comScore, NPD, NFO, GfK, etc... is > $50B. Wait until someone tells the press about GLG!
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Heading to first dad/daughter dance. Even did Paige’s nail polish for the first time.
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Another great karaoke night with the @Dynamic_Signal team. Thanks to the amazing @Kwabnificient for our duet. Karaoke tips for lousy singers like me... - Only perform in front of a group of people who all work for you - Duet with someone who is talented
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Huge congrats to @howardlindzon and @joshelman on the $HOOD IPO! Two of the best people in tech.
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The new puppy has successfully moved in...
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Little kid conversations are the best. 7 yo son wins Jenga, pounds chest and says ‘how you like me now’. 4 yo sister who lost says, ‘the same, Roger, I like you the same’.
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Update to this over the last 24+ hours. Every conversation over the last day has included... A) Leaving California over taxes B) What is your wildfire evacuation plan to leave California fast C) SPACs D) All of the above Strange & scary times in the Bay Area...
Replying to @arampell
I’d bet I have not had a conversation that did not include either: A) Leaving California B) SPACs C) All of the above In a month
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Me @ every party: 5 min of talking, grab some food, then email/twitter in corner while I wait until it's been long enough so I can leave...
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Someone should bundle all these streaming services together and sell them for one low, monthly price.
Disney will roll out a Netflix-style streaming service next year, beginning with sports content from ESPN nyti.ms/2umOJO5
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I bet the Board basically never met. These were super high profile people who had almost no skin in the game. Purely a vanity thing that went terribly wrong...
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Replying to @zebulgar
Can't you do in combinations? Trust for kid 1 + kid 2, new tax ID. Trust for kid 1 + kid 2 + kid 3, new tax ID. Trust for kid 2 + kid 3, new tax ID. With 10 kids, can shield $1T+
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Including 3-4 other golfers!
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(TBH, the real ripoff has been the tremendous gains growth funds have made in the last decade profiting off of historically underpriced rounds on amazing companies who have been scared away from the public markets)
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I was interviewed by @glennsolomon and @CrystalHuang on the fantastic new podcast 'Founder Real Talk'. Check it out. This covers a lot of @Dynamic_Signal history/culture, founding stories, when I went bald, book recommendations, kids and other things... itunes.apple.com/us/podcast/…
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Investor friends - One of the top 4-5 people I have ever worked with is launching a new company and raising a seed. Fantastic founder. Highly endorse. LMK if you would like an intro.
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I am convinced the run from SF over the GGB and up the Marin Headlands is the most beautiful run in the world
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Replying to @semil
That’s funny, the 3 biggest companies where I personally had the most success as an angel had a ton of trouble raising their A & B rounds...
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Got my 9 year old to read. Recommend for kids too. Get them thinking the right way before middle school.
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The $150M loss is offset by ~$7.5B in realized and unrealized gains...

ALT Randy Savage Crown GIF

Here is the note we sent to our LPs in GGFIII regarding FTX.
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The best thing I ever sent to a VC who passed on my company. Should more entrepreneurs send parting gifts to VCs who pass? I say yes!
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This book is an absolute must read.
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Replying to @howardlindzon
Call you a dickhead? 5? Calls me a dickhead? 1.
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Replying to @Timodc
Makes sense. Would you want to follow those folks?
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Replying to @natsturner
#3, but ALL of these are obviously after "I went to school in Boston"
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The new game where I let my 3 kids curse as much as they want for 20 seconds is VERY popular. My 10 year old is disturbingly good at it.
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Replying to @villi
This is true and entrepreneurs SHOULD know this... But if a VC has a habit of giving verbal term sheets and shaking on them and then not following through, that VC is a piece of shit and deserves to be shamed and, ultimately, run out of the industry...
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Twitter Ranked... 1. Live Sports Twitter 2. Political Twitter . . . 457. Humblebrag VC twitter 458. Vegan / Keto / Sleep more twitter
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Theory: $AMZN doesn’t need to compete with shipping cos. In the future we will all work for AMZN, so can just bring packages home with us.
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Replying to @pmarca
@pmarca Be honest, you only knew who 2 of those guys were when the day started!
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5 years of CES, here are my survival tips ranked... 3 - Do not gamble 2- Do not drink 1 - (if possible) Do not attend
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First time trying out the new smoker, made great pulled pork! Thanks to the fantastic @peterpham for his coaching over 2 days of prep.
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Replying to @anothercohen
I assume that guy just doesn’t want his stuff stolen from his car in SF
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Big deal news today! Congratulations to my father and the team at $JIH on the closing of their merger.
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