Replying to @realBobbyHealy
You got from Castlebar to Dallas fair quick!
Peadar Coyle (🇪🇺 eu/acc) retweeted
Ladies and Gents of old Irish twitter, it’s time. I need the og super powers help please.
Has anyone a connection Garron Noone or @ConanOBrien?
I have a big Irish in New York ask for these two fab folks and I’m summoning the original Irish twitter to get me a little help here please 🙏
Fantastic stuff from some of my friends at @abundant_labs
Congratulations to @Meta on releasing Muse Wonder and Muse Wonder Full, the frontier models leading on personal and professional agent tasks!
Excited to share that Abundant supported evals in long-horizon coding.
Muse Wonder Full jumped to 57.5%, ranking 1st place on SWE-Marathon!!!
I think there's far too much excitement about Instinct in the VC community.
I think MOST people don't travel that much and most people don't have complex financial or admin affairs.
Really struggling to see how this isn't like Clubhouse
Replying to @alexisohanian
You still here? Happy to grab a coffee
When I started in startups I knew no VCs and LPs. Now I discover I know a material amount of both. You can just grow your network
Dario, Sam and Elon didnt magically develop morals. They are optimising for regulatory capture and frankly political and economic power.
Replying to @HarryStebbings
@HarryStebbings very interested in speaking to this founder. DM me who they are
Replying to @shivmalik
Strong argument there to give up the triple lock.
Peadar Coyle (🇪🇺 eu/acc) retweeted
Hello! I'm looking for someone extremely online to help two frontier @_CommonMagic portfolio companies share what they do on socials. UK/UK timezone, ideally solo or small agency, content to video
DMs open!
I run a deal flow list of pre-seed and seed companies raising. If you're interested let me know in the comments what you're building. (Got over 20 great investors on the list)
Replying to @buccocapital
You expect Chamath to be consistent?
Replying to @ColinGardiner
What about sweat equity? I.e working for free etc. I put 20 to 50k into my own startup though in early stages
Replying to @neal_lathia
Maybe not reading excel sheet formulas
Wild that Corgi the insurer is in the ETF business.
ETFs are mostly distribution + branding so if you can manufacture them cheaply, I get launching a ton and seeing what sticks. And they really are spraying, here are some of them:
$BREW Coffee/Energy Drinks: $669K AUM
$NYNY NYC Companies: $695k
$GLAM Beauty: $990K
$LATR BNPL: $990K
$ODDZ Gambling: $1.1M
$EYES Surveillance: $1.3M
$WR US War Machine: $1.4M
$STYL Lifestyle Brands: $397K
Those combine for $25k in gross fees.
But they have a hit, semiconductor photonics $EUV. It’s $506M of the total $914M Corgi AUM and generates ~$1.8M/yr in gross fees.
My favorite Corgi ETF is $FDRX. The thesis is that founder-led companies like Nvidia, Meta, Tesla, Palantir, Shopify and Salesforce outperform because founders think and invest for the long term. Great! But this is a 2x leveraged ETF that resets every day, designed for short-term trading… so the whole thing is very very stupid.
If a founder index goes +10% today, $FDRX goes +20%. If it then goes -9.09% the next day, you’d be flat on an index but $FDRX is down -18.2% and you’d be down ~1.8% before fees. The fund is down 7% since inception earlier this year.
Of course this stupid fund is actually one of the most lucrative for Corgi. It only has $10M AUM but charges 1.08% fees and is their #3 ETF in fee generation.
All that being said, IMO launching a bunch of ETFs cheaply and seeing what sticks is a reasonable strategy if your costs are near zero.
Still not sure what any of this has to do with the core insurance biz!
Feels like this Corgi 🐕 is biting off a lot at once!





