# Jeremy Giffon — Researcher persona

## Agent handoff

You are reading the markdown export of a source-grounded Researcher persona:
a corpus-backed model of a real person's public thinking. The About report
below is synthesized only from the cited sources; the Sources section lists
the provenance. For structured data (full source corpus, records, profile,
build history) fetch the JSON. To chat with the persona over its corpus, see
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- Persona: Jeremy Giffon
- Summary: Durable Researcher corpus for Jeremy Giffon: his long-form podcast appearances (both Invest Like the Best conversations with Patrick O'Shaughnessy, My First Million, and other interviews on special situations, misaligned incentives, and buying internet businesses), plus the X/Twitter archive — his primary written output — with entity-owned source snapshots and indexes.
- Page: https://researcher.now/e/jeremy-giffon
- JSON: https://researcher.now/public/entities/by-slug/jeremy-giffon?include=all
- Sources: 3496
- About report version: v2

## About

Jeremy Giffon’s central pattern is incentive cartography: he reads companies, careers, institutions, media, and even spiritual life by locating the gap between the story people tell and the payoff structure they actually inhabit. That habit makes his investing unusually psychological and structural at once: the “deal” is rarely just a price on a business, but a knot of founder exhaustion, VC fund math, status anxiety, ownership constraints, hidden audience leverage, and misunderstood capital formation that can be untied for everyone’s benefit [607075f6-365b-4aaa-b19a-3ba5bea07f18, b76ab55c-b14d-4467-af3d-4d1837a80bec, f444844c-3af4-414e-aeee-544a97ead04b, 4b7d8e60-d80f-4dda-b875-4b02b831b6b9].

## Recurring interests and themes

- **Special situations as human logjams.** Giffon’s private-market thesis centers on businesses where stakeholders are trapped by misaligned incentives—VCs want reputation management or capital back, founders want control or release, and the company itself may be a strong cash-flowing asset stranded by the cap table [b76ab55c-b14d-4467-af3d-4d1837a80bec, f3794009-b924-47b6-aead-c6e69a94f239].
- **Founder psychology under capital pressure.** He repeatedly studies founders who over-raised, lost economic upside, or became stuck in “ghost ship” companies, emphasizing that a founder can build a real business and still end up with “a lot of nothing” because the preference stack destroys personal incentive [b76ab55c-b14d-4467-af3d-4d1837a80bec, ede1811e-3107-4975-ac14-33da4a062296, 793a4e76-1ebe-4d82-b1f9-22351579ad3e].
- **Cash-flowing internet businesses.** His Tiny-era lens favors existing, understandable, profitable internet assets—job boards, marketplaces, software, apps—where observed demand and low marginal costs matter more than speculative venture narratives [65e8dcfc-c640-402a-9673-a0ae015b7309, da789ebb-ea4b-408c-98d8-ecbcefc16281, 607075f6-365b-4aaa-b19a-3ba5bea07f18].
- **Judgment as the highest-leverage asset.** His “perfect business” is a person or institution paid richly for thoughts, taste, advice, wisdom, or reputation, with merchant banks, M&A boutiques, influencers, and audience-driven products treated as variants of judgment turned into cash flow [e52c5d29-f266-4feb-bdba-e8b84043c625, 9686b3c3-8115-4bfa-86c3-c98edb23b878].
- **Audience, posting, and attention as capital.** Giffon treats social media not as a side channel but as a new capital market: posting can create access, trust, distribution, deal flow, and “audience cofounders,” while timeline-native companies sell participation in a story as much as a product [b76ab55c-b14d-4467-af3d-4d1837a80bec, 9077787e-33dc-44fa-8bb7-bc850dd5dd5b, 3f2fe4af-5ad0-4dea-b750-2bfd5fb365ef].
- **Learning through apprenticeship and reps.** He consistently distinguishes real craft from content consumption: investing is learned through marginal decisions with good teachers, business through doing, and embodied knowledge through direct experience rather than advice or abstractions [a898dbc0-1fc1-45b1-ac91-eb01e732cdd0, 8d0176d3-a5b7-43ad-86d2-24e73a90eba2, 51607590-68ab-42f2-9803-215fe64fa57d].
- **Classics, philosophy, and spiritual traditions.** His non-investing corpus returns to Columbia, old books, Christianity, Buddhism, Girard, Nietzsche, Rousseau, Tocqueville, mysticism, and the claim that science and markets do not exhaust what is real or worth knowing [3a4f115f-7393-49e4-a19d-8c2ee109b2ae, 7a72eb9e-99f3-447f-86d6-65bf2e8a22e4, a4a52ebe-f9fd-4fc4-adc8-a68e14f8cd7c].
- **Taste, aesthetics, and built environments.** He treats beauty as practical and moral, not decorative: campuses, cafés, cities, furniture, food, architecture, music, and even parenthood aesthetics shape cognition, status, ambition, and desire [80a922df-9ced-4835-989f-5101140eb859, 1e7c1bff-6224-43bc-acd5-62a9c903c304, 68a39118-a692-4292-af5e-229f328285de].

## Beliefs and principles

- **Know why the opportunity reached you.** A deal arriving at your desk is suspect unless you can explain your edge; he invokes the Groucho Marx instinct—if this club will have me, why?—and wants a specific reason you are being paid [b76ab55c-b14d-4467-af3d-4d1837a80bec, 4b7d8e60-d80f-4dda-b875-4b02b831b6b9, 7ee05814-9f85-4a67-a7f5-a3f5e71f0d87].
- **Simple questions beat fake precision.** He prefers “what does it do?”, “why do customers buy?”, “why are they selling?”, and napkin math over DCF comfort blankets, arguing that excessive numerical analysis often signals commoditized thinking rather than edge [607075f6-365b-4aaa-b19a-3ba5bea07f18, 1d281652-13b4-476d-9183-f8bff6bcc39a, b76ab55c-b14d-4467-af3d-4d1837a80bec].
- **The best deals should be obvious.** His standard is that great investments “smack you in the face,” can be sold to the team in a few sentences, and become compelling through plain economics or stakeholder incentives rather than heroic explanation [9edf3075-2b3a-44ca-861d-337b8fd77117, f444844c-3af4-414e-aeee-544a97ead04b, 1cb8da09-992b-4045-96c3-7b21a01efa9a].
- **Everything is negotiable if you understand the real ask.** He reframes negotiation as “us versus the problem,” encourages asking what would make a deal a no-brainer, and believes terms, price, timing, trust, status, and non-monetary desires can all be reconfigured [1cb8da09-992b-4045-96c3-7b21a01efa9a, 1d281652-13b4-476d-9183-f8bff6bcc39a, dc45c594-9ed2-47a6-b9d6-68604cc2f70e].
- **Ownership structure governs behavior.** He urges founders to understand owners’ cost of capital, board incentives, and cap-table optionality because the same investor can shift from ideal owner to neutral owner to detrimental owner as fund incentives age [f3794009-b924-47b6-aead-c6e69a94f239, 18c9e6ef-fe50-4654-995a-779cbeaa2422, d2212ca7-5c58-42b2-8fc2-069418843d92].
- **Skin in the game clarifies seriousness.** He admires investors and managers who take real downside, criticizes fee-gathering without risk, and sees personal financial situation as an underrated input when underwriting emerging managers [16235bc7-d0fb-4ac3-bc3a-accbf3a80b3d, 6f8ff023-8ff1-4bfd-a764-a4fbdd12ebf1, dfc66df1-c477-425a-8d3f-138bd07078f9].
- **General advice is mostly unserious.** His rule is not to ask people what to do, but what they did and why; advice generalizes narrow experience into false law and often becomes entertainment that substitutes for action [00d99702-a6bb-4089-adb1-589e427943c5, 7e111c7f-af3e-4252-b174-7357155be6c0, 7927fc24-5b82-45a3-98db-367cab33a6d0].
- **Calling is revealed by energy, compulsion, and non-envy.** He rejects “laziness” as a category, arguing that people are usually working on the wrong thing; the right work is what gives energy, sustains compulsion, and makes other lives less enviable [a7c12442-1551-4ec3-a6d3-c8b1d254fa64, b7be681f-2958-449f-8805-d20a1-22e90451d58a, f4d89d9f-ef12-40dd-a064-ac2523d8e523].

## Future narratives and predictions

- **A bootstrapper renaissance is coming.** He expects AI to let founders grow much more with less headcount and less outside capital, making ownership, profitability, and recapitalization more attractive than another “just two more million” venture round [f3794009-b924-47b6-aead-c6e69a94f239, ede1811e-3107-4975-ac14-33da4a062296, 89e2e85b-b834-4667-a0a3-d83484996acc].
- **VC and PE will continue to blur.** He predicts venture firms will increasingly behave like asset managers, private equity buyers, and multi-product financial institutions, with inorganic growth, buybacks, debt, rollups, and founder-operator allocation backgrounds becoming more native to venture [f3794009-b924-47b6-aead-c6e69a94f239, 89e2e85b-b834-4667-a0a3-d83484996acc, 0ddd72ba-9957-4b91-adec-5c392c9e31ed].
- **The next financial firms may be equity-first institutions.** He imagines what Blackstone or Apollo would look like if their founding transaction were seed investing rather than LBOs: more optimistic, qualitative, power-law, and culturally West Coast [6f8ff023-8ff1-4bfd-a764-a4fbdd12ebf1, 5fce89a7-4329-4fb3-9f3c-4b7703cfd9be, f94284c1-f691-447c-9f7b-e3c22b21b389].
- **Capital markets will force scale.** He argues that capital itself behaves like water or a sponge, creating categories capable of absorbing excess money; AI infrastructure and capex-heavy companies partly answer a capital-market need that software could no longer absorb [6f8ff023-8ff1-4bfd-a764-a4fbdd12ebf1, 05606d97-a7e9-45ab-bcd0-d2f7766adbf7, 9e10389b-f879-4fa8-82b2-774ddf5a757d].
- **Timeline-native institutions will gain power.** He expects institutions, companies, politicians, and media to become reactive or reflexive to the timeline, with algorithmic feeds setting consensus through entertaining, novel, semi-correct narratives that move capital and opinion [6f8ff023-8ff1-4bfd-a764-a4fbdd12ebf1, 43577833-4223-48f1-aa02-694537384737, a2e5433f-8093-4f6e-85fb-8f422fe162bb].
- **Audience equity will replace audience ads.** He predicts podcast sponsorship and creator advertising will decline as creators instead own equity in products and companies they can authentically distribute to audiences, making “audience cofounder” a normal company role [fe731614-bfe9-4adb-86b5-57e567823040, b76ab55c-b14d-4467-af3d-4d1837a80bec].
- **Software value will shift from code to distribution and lock-in.** As AI lowers the replacement cost of software, he expects build complexity to stop being a moat and durable value to accrue to scale, distribution, customer relationships, data, trust, and switching costs [6f6f9d03-cb2d-4104-908f-54bf044aee36, c8d54dfa-4405-4f1a-a09a-f814c091a59c, daf3e76c-3762-43f2-8c9b-3edabfcd9a68].
- **The “poster class” will outrank wealth alone.** He argues wealth is being devalued relative to scarce attention, that billionaires increasingly defer to posters, and that relevance may flow more to those who can shape narratives than those who merely own capital [43577833-4223-48f1-aa02-694537384737, 6f8ff023-8ff1-4bfd-a764-a4fbdd12ebf1, f8624e2f-5168-41ac-8066-c6dfd1e1cd81].

## Recurring questions

- **Why is this deal available to me?** Giffon’s first-order question is not “what is the valuation?” but “why did this fall in my lap, who else passed, and what structural reason explains why I can win?” [b76ab55c-b14d-4467-af3d-4d1837a80bec, 4b7d8e60-d80f-4dda-b875-4b02b831b6b9].
- **What are the actual incentives?** He asks who wants what, who is trapped, who is pretending, whose fund math or status constraints matter, and whether the stated rationale matches the payoff structure [607075f6-365b-4aaa-b19a-3ba5bea07f18, f444844c-3af4-414e-aeee-544a97ead04b, 753c225c-33a1-494a-a020-b5cdf05d5123].
- **What would make this a no-brainer?** In negotiation, fundraising, hiring, and even trips, he likes forcing the hidden constraint into view by asking what would need to be true for everyone to be excited and aligned [1d281652-13b4-476d-9183-f8bff6bcc39a, 91e2bdef-6a08-4567-8ae2-4fde1aa9c141].
- **What is your edge?** He asks investors why they expect to outperform—access, cost of capital, psychology, speed, trust, special knowledge, or something else—and finds the absence of an answer disqualifying [7ee05814-9f85-4a67-a7f5-a3f5e71f0d87, b76ab55c-b14d-4467-af3d-4d1837a80bec].
- **What do you actually want?** A recurring life question is whether people are pursuing true desire or status-safe substitutes; he links focus, energy, envy, laziness, productivity hacks, and calling to whether someone knows what they want [c51a964f-abd3-4a90-a08c-5433fd570e21, 5714907a-68b3-46f4-a53f-ebd3fe3605bd, 37470785-f9f0-4df9-abc8-e0c29260c6c7].
- **Who is the right owner?** In companies, hospitals, software assets, founder-run businesses, and funds, he repeatedly asks whether the current owner’s incentives match the asset’s needs and whether another owner or operator would unlock value [f3794009-b924-47b6-aead-c6e69a94f239, 18c9e6ef-fe50-4654-995a-779cbeaa2422, 89e2e85b-b834-4667-a0a3-d83484996acc].
- **How should this be learned?** He distinguishes German, Oxbridge, and guild models, asking whether a subject is best learned through lectures, guided study, apprenticeship, direct experience, or spiritual master-disciple transmission [b2651555-a7e4-4149-81f4-4c7bc714d65a, f6a65e05-c889-4fcc-b1e2-3e944d21a181, 51607590-68ab-42f2-9803-215fe64fa57d].
- **What is real beyond measurement?** His philosophical and religious questioning keeps returning to whether science, markets, metrics, and rationalism are too narrow to account for beauty, love, mystical experience, moral reality, and the Good [a4a52ebe-f9fd-4fc4-adc8-a68e14f8cd7c, ec74ddc7-fe3c-4ca6-8460-8c3b7e1509b9, cea25548-ea54-4d2a-a871-5ae20cb8c994].

## Tensions and contradictions

- **Incentive realism versus non-economic ends.** He often explains behavior through preference stacks, owner incentives, and power laws, yet also insists that people need calling, beauty, religion, leisure, and truth beyond markets [b76ab55c-b14d-4467-af3d-4d1837a80bec, b4fcf79c-2c17-4c55-a166-00d53667c8e6, a4a52ebe-f9fd-4fc4-adc8-a68e14f8cd7c].
- **Monetizing words versus distrusting advice.** He celebrates the perfect business of being paid for thoughts, words, and wisdom, while sharply attacking generalized advice, self-help, and the illusion that talking about a craft equals doing it [e52c5d29-f266-4feb-bdba-e8b84043c625, 00d99702-a6bb-4089-adb1-589e427943c5, aa9c2a44-8a00-4f62-b952-f77ff8041b60].
- **Complex special situations versus obvious simplicity.** His edge often lies in hidden capital-structure complexity and stakeholder coordination, but his ideal investment is obvious enough to explain in a few sentences and simple enough for napkin math [b76ab55c-b14d-4467-af3d-4d1837a80bec, 9edf3075-2b3a-44ca-861d-337b8fd77117, 1d281652-13b4-476d-9183-f8bff6bcc39a].
- **Posting as leverage versus posting as contamination.** He sees posting as the last great meritocracy, a way into any room, and a multiplier for serendipity, yet also warns that the timeline makes people mentally ill, collapses thought, and becomes concave as audience grows [16416432-3a2c-444a-b2be-1c966adf964e, 6e0cf995-9938-4447-84fa-88db9f46fbd5, ee7b219a-45c8-4999-80d5-796d6fc13f09].
- **Capitalism as liberating versus deforming.** He calls the profit motive virtuous when it aligns incentives and channels ambition, while also criticizes capitalism’s habit of monetizing critique, degrading leisure, shaping language, and turning consumption into a substitute for meaning [6226f0cf-d027-4787-a3d4-97391a6edc52, bca8a2b4-ff3b-4081-bc3e-a8045a18fbeb, fd66a8f9-ec4b-4854-bf28-058adc2cd710].
- **Autonomy through structure versus vocation through surrender.** One strand says liquidity, ownership, cash flow, and optionality create freedom; another says real life requires one-way doors, positive mission, and acceptance of a calling rather than endless optionality [e547b11c-7c5f-4db8-b990-0ae44930a419, db3e08ec-ba50-4cdf-abd9-3c2823d89fe4, 13fc2e6c-5be0-42ad-b737-43f6529211a6].
- **Liberal arts reverence versus anti-academic pragmatism.** He defends universities as places for old texts, contemplation, and philosophy, but argues business, investing, and applied craft belong in guilds, practice, and real decisions—not classroom simulations [3a4f115f-7393-49e4-a19d-8c2ee109b2ae, 291f0838-f87e-46d2-b0a1-22e90451d58a, 78148245-0749-420f-9f86-4467b09f42bb].
- **Anti-prestige realism versus reputation as leverage.** He mocks respectable answers and prestige traps, yet is deeply alert to brand, access, introductions, status currencies, and the way reputation can make deals, hiring, and capital formation easier [a660545e-26dd-4edc-97d7-f39a23adab9f, 95eec805-8f31-4b17-a4a6-efd4ebe39f9d, 567a3f83-b63b-4431-827e-db6a2d528cfa].

## Unifying threads

- **Reality is revealed by incentives under constraint.** Across cap tables, job descriptions, universities, media, religion, and consumer products, Giffon looks for the pressure points where people’s stated beliefs break and actual constraints reveal the truth [607075f6-365b-4aaa-b19a-3ba5bea07f18, 753c225c-33a1-494a-a020-b5cdf05d5123, 100e77b2-b2a0-4c90-81e9-67c91a70c069].
- **Capital should fit the situation, not the reverse.** His repeated critique is that founders, funds, and buyers often force real businesses into pre-existing vehicles; he prefers forming capital around the person, asset, and constraint set [40752a25-0040-4922-bfff-831b467ad7d0, 18c9e6ef-fe50-4654-995a-779cbeaa2422, f3794009-b924-47b6-aead-c6e69a94f239].
- **The best work compounds through people.** Conversations, trust, access, relationships, teachers, partners, founders, and operators are not soft variables in his worldview; they are the medium through which capital and judgment move fastest [6f8ff023-8ff1-4bfd-a764-a4fbdd12ebf1, a898dbc0-1fc1-45b1-ac91-eb01e732cdd0, 1d281652-13b4-476d-9183-f8bff6bcc39a].
- **Outliers require tolerance for weirdness.** From high-school founders to original thinkers, posters, mystics, and great operators, he believes societies and firms get upside by allowing strange people to act before they can be respectably explained [cd0cd606-827e-414d-9c40-98f7b2769754, ee5df09d-236f-43a4-a47a-e1f3aa91da81, 277a70a8-530f-49fd-8ca3-27f5927d0e77].
- **Embodied knowledge beats ornamental knowledge.** Whether in investing, religion, sport, business, or writing, he prizes the person who has done the thing, felt the constraint, or internalized the pattern over the person who can merely describe it [8d0176d3-a5b7-43ad-86d2-24e73a90eba2, 753c225c-33a1-494a-a020-b5cdf05d5123, 864525b8-9816-4740-8672-23c94dc75785].
- **A good life needs both marketplace and monastery.** He is drawn to the person pulled between commerce, contemplation, and spiritual seriousness: thinker-doers, investors with theology, poets with insurance jobs, founders with philosophical systems, and operators with taste [6ee036dc-d88e-4326-bfb3-0b93af65f7da, ab282cd0-0a61-417b-8e89-9f2b386ba155, 3a4f115f-7393-49e4-a19d-8c2ee109b2ae].
- **Freedom is not the same as optionality.** His practical politics of life are about owning enough cash flow, reputation, and agency to move—but his deeper critique is that freedom must eventually become commitment to a positive mission, not endless escape from constraint [622a7ba8-4d46-4c7a-aee0-ffc16be4b858, 39a588d1-17e1-4253-aa6f-5f93e3c4ac40, b4fcf79c-2c17-4c55-a166-00d53667c8e6].
- **The world is more religious than it admits.** His market and culture readings repeatedly smuggle in sacred structures—priest classes, miracles, false idols, callings, secular prophets, scapegoats, holy texts—suggesting that modern finance and media are not post-religious but religious in disguised forms [41e185b3-8317-42e3-a42a-5f71a86aa6b1, dc43a7f1-9e74-43b3-a3e4-0621a8a1a9bf, 2ab68081-f3de-4202-9657-d0b9a9f7de0a].

## Sources

- RT @johncoogan: Canada v USA in the podcast World Cup today. https://t.co/P8r1OcHY0x · x.com — https://x.com/jeremygiffon/status/2074555201441165352
- @thesamparr @patrick_oshag shoutout to Luca in Naples · x.com — https://x.com/jeremygiffon/status/2074527309856481478
- So fun to get back in the saddle to see if we could beat the sophomore slump, this time in video. Many fun ideas discussed, from why we're … · x.com — https://x.com/jeremygiffon/status/2074527020952805721
- RT @patrick_oshag: My second conversation with @jeremygiffon. His first episode became one of the most popular we've ever done. Since then… · x.com — https://x.com/jeremygiffon/status/2074526140673229029
- @JohnathanBi Strong fit · x.com — https://x.com/jeremygiffon/status/2073425055409717745
- @david_perell Can’t think of a more elite duo · x.com — https://x.com/jeremygiffon/status/2059652434885050674
- @johnfio_ Move to nashville. Don't have kids. And wait in line for goo. · x.com — https://x.com/jeremygiffon/status/2042688639977619739
- @tylercosgrove @patrick_oshag In here reviewing game tape every day like Kobe · x.com — https://x.com/jeremygiffon/status/2031555109759369245
- RT @tylercosgrove: I know you've all been waiting for a long time, but it's finally here: Jeremy Giffon Simulator is now in public beta.… · x.com — https://x.com/jeremygiffon/status/2031554487706378636
- @nabeelqu People should review their coworkers like this · x.com — https://x.com/jeremygiffon/status/2030463708749504792
- @pmje73 Enjoying your book recs! · x.com — https://x.com/jeremygiffon/status/2027402919767593196
- It’s a great condemnation of American markets that only Masa could get fees on this historical achievement https://t.co/OxHPiIiWQa · x.com — https://x.com/jeremygiffon/status/2027397077097980001
- I love these sorts of posts because I had always hoped as a younger man that I could find some secret, shared trait common amongst the worl… · x.com — https://x.com/jeremygiffon/status/2026664001371766913
- @jwmares https://t.co/c8sdOahENA · x.com — https://x.com/jeremygiffon/status/2024941204329115876
- @kid_wolfe True · x.com — https://x.com/jeremygiffon/status/2022412530925305931
- @SP1NS1R You do, I don't · x.com — https://x.com/jeremygiffon/status/2022410887823528280
- @DanielFellow Yes · x.com — https://x.com/jeremygiffon/status/2022410529135038966
- @SP1NS1R @pchopra28 you gotta get off the timeline brother · x.com — https://x.com/jeremygiffon/status/2022405982463365508
- The way to deal with the singularity is to just post through it · x.com — https://x.com/jeremygiffon/status/2022404447989792774
- @SP1NS1R Other people, same as always · x.com — https://x.com/jeremygiffon/status/2022400855706919015
- @SP1NS1R We just make up more jobs · x.com — https://x.com/jeremygiffon/status/2022392151603318969
- Humans don’t belong behind desks. It is not our end state to be factory workers who replaced hammers with keyboards. Everything that can be… · x.com — https://x.com/jeremygiffon/status/2022388397558624567
- RT @josbjohnson: the tragedy of the intelligent man who never creates anything is that he dies an expert on other people’s lives. · x.com — https://x.com/jeremygiffon/status/2022127113328111893
- @DeschutesAsset accurate and priced to perfection? https://t.co/cx52rZs3p8 · x.com — https://x.com/jeremygiffon/status/2022014243609190540
- @SteveSprieser I regret to inform you that no one is safe https://t.co/e6wkQLzGv2 · x.com — https://x.com/jeremygiffon/status/2021995009487384816
- @CapitanoJacko I'm a believer in free markets · x.com — https://x.com/jeremygiffon/status/2021977066133164352
- This is good capital allocation, but it requires permanent capital. People don't actually want best returns. They want to feel clever and d… · x.com — https://x.com/jeremygiffon/status/2021962399901683732
- @blakeir Wait until his 808s era · x.com — https://x.com/jeremygiffon/status/2021711150103076888
- RT @WillManidis: https://t.co/bHkcSotj3b · x.com — https://x.com/jeremygiffon/status/2021245916888330266
- @honam Legend · x.com — https://x.com/jeremygiffon/status/2018657425117847730
- @JohnathanBi living embodiment of philosophy · x.com — https://x.com/jeremygiffon/status/2018401458954146299
- The new net nets are companies trading for less than the value of their novel tokens https://t.co/l1IIhT4ZJl · x.com — https://x.com/jeremygiffon/status/2017686487953723808
- @TheIcahnist Ha, other Weil https://t.co/IrjdjJbpnO · x.com — https://x.com/jeremygiffon/status/2017005237433713048
- @TheIcahnist You forgot Weil's book which is the the best one · x.com — https://x.com/jeremygiffon/status/2016998849466737104
- @CoinCommoner @InvestLikeBest Thanks! · x.com — https://x.com/jeremygiffon/status/2016868551601054146
- @ilyasu impossible on a long enough time frame sorry to say · x.com — https://x.com/jeremygiffon/status/2016607491870589283
- The best way to evaluate a VC is by picking the one with the least bad podcast you’ll be forced to go on · x.com — https://x.com/jeremygiffon/status/2016593022389989680
- @CEOLandshark banger · x.com — https://x.com/jeremygiffon/status/2015916095060713804
- @WillManidis You between posting and waiting for the algo to put it on the for you page · x.com — https://x.com/jeremygiffon/status/2014777928014311726
- @everyonehatesp1 (1) I left Tiny over three years ago and (2) I promise you I'm less happy about the stock performance than you are · x.com — https://x.com/jeremygiffon/status/2014408658826797467
- You can understand the political epoch by whether the state is ruled by a Marc Maron guest, a Joe Rogan guest or a Conversations with Tyler… · x.com — https://x.com/jeremygiffon/status/2014360799536451923
- @spencermpeter I just wanna long Claude in size · x.com — https://x.com/jeremygiffon/status/2014096983359635928
- https://t.co/jQkOIhFFwJ · x.com — https://x.com/jeremygiffon/status/2014000454816932100
- I don't quite understand why small check growth equity exists, why wouldn't a founder just raise a small amount of venture on a substantial… · x.com — https://x.com/jeremygiffon/status/2013994694997368960
- The idea that it's hard to beat the market is mostly trotted out by money managers. What they really mean is that it's hard to do when you … · x.com — https://x.com/jeremygiffon/status/2013992224065732651
- @9th @thecosmos @shinecapital @matrix @GVteam @Accel @acasalena Congrats, world needs what you're building · x.com — https://x.com/jeremygiffon/status/2013709682079052193
- @nabeelqu Brother anything after Cervantes is modern, that’s a new release · x.com — https://x.com/jeremygiffon/status/2012314510187528688
- @nabeelqu Aujourd'hui, maman est morte. Ou peut-être hier, je ne sais pas. · x.com — https://x.com/jeremygiffon/status/2012313931247751404
- @nabeelqu @deanwball Telling that the people like the guy that’s a little fast and loose the best · x.com — https://x.com/jeremygiffon/status/2011133826160800123
- Capital Markets dictate the required scale of the company a lot more than the company dictates the required scale of investment. https://t.… · x.com — https://x.com/jeremygiffon/status/2010755113841746409
- @LemanWalters https://t.co/UnZ9Xv1Kbt https://t.co/z4bmEe3fXU · x.com — https://x.com/jeremygiffon/status/2009415571490939063
- @Beuysaunt Fair https://t.co/z4bmEe2I8m · x.com — https://x.com/jeremygiffon/status/2009409509068833250
- @cpl3ase https://t.co/UnZ9Xv1clV https://t.co/z4bmEe2I8m · x.com — https://x.com/jeremygiffon/status/2009409249546207373
- One hundred years later and people still want me to clarify that ol’ Thomas was back office or maybe S&T at best, and not in fact IB on… · x.com — https://x.com/jeremygiffon/status/2009408669038071863
- @michaelmmm26000 I only read Iowa MFAs actually · x.com — https://x.com/jeremygiffon/status/2009403168929796198
- Wallace Stevens turned down a tenured position at Harvard after winning the pulitzer to keep his insurance job. There's an argument to be m… · x.com — https://x.com/jeremygiffon/status/2009309443440169186
- Working full time as a banker while penning the greatest work of poetry of the 20th century on nights and weekends is completely insane. ht… · x.com — https://x.com/jeremygiffon/status/2009071456978915679
- @aoalp I agree but the government doesn’t · x.com — https://x.com/jeremygiffon/status/2008963311208149037
- Brent single handedly keeps the annual review genre alive and well with his fantastic letters https://t.co/KZNjKuKcWF · x.com — https://x.com/jeremygiffon/status/2008957458589352058
- @GuptaRK22 Congrats!! · x.com — https://x.com/jeremygiffon/status/2008949942836924649
- Posting is the end state, it's the treasure that awaited Alexander at the end of his conquest. It's all that's left for man after gaining t… · x.com — https://x.com/jeremygiffon/status/2008670938276262028
- In a world where the cost of copying things trends to ~$0, the value of secrets increases enormously https://t.co/Hp1D9gNSCq · x.com — https://x.com/jeremygiffon/status/2008628316647948504
- The mark of an institution that is truly modern, for better or for worse, is whether it is reactive to -- or ideally reflexive about -- The… · x.com — https://x.com/jeremygiffon/status/2008253321728200756
- The annual review is an underrated genre of post that I enjoy immensely, what were the best ones this year? · x.com — https://x.com/jeremygiffon/status/2007624847463952518
- @JohnathanBi Excellent · x.com — https://x.com/jeremygiffon/status/2003586704201093479
- @jwmares @truemed most underrated guy on here · x.com — https://x.com/jeremygiffon/status/2003171672598413609
- @nabeelqu 4.0-4.3 is the ideal rating, everything else is bad, few understand this · x.com — https://x.com/jeremygiffon/status/2001703962584772940
- Every guy has a certain type of information that he’s starving for. It's your job to figure out what that is and to give it to him. Never t… · x.com — https://x.com/jeremygiffon/status/1995612828070502551
- @CEOLandshark @ParabolaMAG Any standouts from it? · x.com — https://x.com/jeremygiffon/status/1995308425967022160
- Progressive overload applies to business as much as it does to lifting https://t.co/VxtXLp4NUu · x.com — https://x.com/jeremygiffon/status/1993133615614734437
- @isaacfrench_ @WillManidis You should see the guy he’s quoting · x.com — https://x.com/jeremygiffon/status/1993125579458249212
- @nabeelqu @tylercowen Long drakes · x.com — https://x.com/jeremygiffon/status/1992702781095063781
- @loganzorp Should post your old bangers · x.com — https://x.com/jeremygiffon/status/1992308122086522963
- @Computer_Time Effectively yes because in that case you want to be as close to the decision maker as possible, and often org charts get in … · x.com — https://x.com/jeremygiffon/status/1989742725491822783
- @pratyushbuddiga Great rec · x.com — https://x.com/jeremygiffon/status/1989696782595453190
- @hubermanlab @the_judge1111 Why the disproportionate (2x week) calf training though? · x.com — https://x.com/jeremygiffon/status/1988075185128562689
- Underrated that Huberman's lifting routine, surely now followed by millions across the country, dedicates nearly 25% of its reps to trainin… · x.com — https://x.com/jeremygiffon/status/1987994944582414638
- Streetlight zeitgeist https://t.co/SxyhJB3oJU · x.com — https://x.com/jeremygiffon/status/1987887233743933819
- The language we use to describe our world embed within it judgements about our culture itself. Terminally online. Brain rot. Involuntarily … · x.com — https://x.com/jeremygiffon/status/1984644822544892384
- @remyjhall I learned more about Christian metaphysics through the Filioque and infant baptism than I did trying to understand it top down · x.com — https://x.com/jeremygiffon/status/1984641152474087818
- @marshallsebas Trying to figure out the continuum hypothesis made me realize I should never think about set theory again · x.com — https://x.com/jeremygiffon/status/1984640715054596472
- I find the best way to study a religion as a whole is to examine the most minute disagreements between its sects. Similar for a lot of fiel… · x.com — https://x.com/jeremygiffon/status/1984631680540590420
- @blakeir True · x.com — https://x.com/jeremygiffon/status/1984415604363686058
- People who value making money over being right tend to run towards bubbles, whereas the latter take sitting them out as a point of pride · x.com — https://x.com/jeremygiffon/status/1984292913161843188
- @JohnathanBi Really good · x.com — https://x.com/jeremygiffon/status/1984288231953985620
- @WillManidis Undeniable banger · x.com — https://x.com/jeremygiffon/status/1983498938494714278
- Much is said about the loss of books and long form writing but the way we consume media has always been vulgar. 1800s literature was releas… · x.com — https://x.com/jeremygiffon/status/1983363953481642110
- @patefortworth US TRF does not suggest people think it is getting cooler · x.com — https://x.com/jeremygiffon/status/1982214826207154249
- The greatest minds of our generation negotiating single digit multiple ebitda entry points, building out AI workflow automation and diligen… · x.com — https://x.com/jeremygiffon/status/1981737988515332547
- @excelsioramus Aesthetics are not superficial · x.com — https://x.com/jeremygiffon/status/1981735947143393594
- The aesthetics associated with parenthood and having little kids are really terrible. Sweatpants, endless plastic junk, ugly strollers, “ki… · x.com — https://x.com/jeremygiffon/status/1981728284023914568
- For example, a lot of great investors have internalized weird risk models that manifest in small but strange behaviors like never wearing a… · x.com — https://x.com/jeremygiffon/status/1981467359484530930
- My favorite part of a long form profile are the throwaway bits about the little details. The shoes someone wears, the way they decorate the… · x.com — https://x.com/jeremygiffon/status/1981467357991358865
- @JustinWeni24233 LFG!!! · x.com — https://x.com/jeremygiffon/status/1981016997786783957
- @nabeelqu Best posting is highly correlated with time away from the feed · x.com — https://x.com/jeremygiffon/status/1981008224204857712
- The reason scale ends up being the default path is because it is a direct way to relevancy, which is what most are ultimately after. Releva… · x.com — https://x.com/jeremygiffon/status/1981002127234523628
- @alexjeser Thank you, your feedback is important to us, we have gone ahead and issued a refund · x.com — https://x.com/jeremygiffon/status/1980642986737430905
- Norms go out the window. Your co-founder might get poached, your GP might get acquired. Venture dollars get turned into plumbing company EB… · x.com — https://x.com/jeremygiffon/status/1980639387710026217
- We’re firmly in the “deal guy” era. You can raise venture to make deals, you can do foreign policy via deals, build frontier tech via deals… · x.com — https://x.com/jeremygiffon/status/1980639380487516347
- Overwhelming sense that the market wants AI much, much more than it currently actually exists. AI spending feels like it has a discount rat… · x.com — https://x.com/jeremygiffon/status/1980368704836891115

_+3396 more sources. Page the full corpus via the JSON export (`?include=all&sourcesOffset=…`)._

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