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David Frankel
@dafrankel
Partner @fcollective. Lead/Seed @coupang,@suno_ai_,@shieldaitech, @seatgeek,@pillpack,@olo. Co-founder IS @nttdata_inc. Try build most aligned VC for founders
Boston, MA
Joined October 2009
Posts
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    Who > What. @suno just announced a well-deserved funding round at a $5.4B valuation. I was fortunate to be their sole pre-seed investor, but I have to confess, I didn’t love the music business when we invested back in 2022. At the time, crypto was king and AI was still a
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    Founder 1: Runs startup for five years. Sells for ~$100M. Makes $30M. Founder 2: Running startup for ten years (and counting). Valued at ~$1B. Founder shares valued at $30M. Which founder would you rather be? /🧵
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    Huge amount of data analysis and work with leadership behind this. Bottom line: TikTok does not merely reflect pre-existing sentiment—it is shaping views, creating a dangerous environment for Jews. TikTok ratio differs from opinion polls, which show sentiment among Americans aged
    A new survey suggests TikTok is a meaningful driver of a surge in antisemitism. #TikToxic Spending at least 30 minutes a day on TikTok increases the chances a respondent holds antisemitic or anti-Israel views by 17% (compared with 6% for Instagram and 2% for X).
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    Since last Sunday, I’ve been locked in my study with a dry cough/fever/headache. Despite trying since Monday, I was tested Friday - extended family had same symptoms and tested positive for COVID19 on Wednesday It wasn't been a good week, but it’s given me time to think. /1
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    We spend a lot of time trying to figure out what makes startups explode out of the gates, and not nearly enough on what drives the “overnight successes, a decade in the making.” e.g. Lynda/MailChimp/Olo Some quick thoughts on what powers that type of entrepreneur: 1/12
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    "We learned a lot" This phrase is almost always a euphemism for “We've spent nearly all of our capital, don’t have traditional traction, but need more money.” Those four words that will chill a VC’s soul - here's what you *should* say if you're running out of cash/time. 1/9
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    If you’re a founder of a startup transitioning from seed to Series A and beyond... 🚨 You 🚨 Must 🚨 Start 🚨 Prioritizing 🚨 Professional 🚨 Development 🚨 Now! What got you to this point isn't enough to ensure success at the next stage. Some tips on taking the leap: /1
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    Every $1B company starts out as a $1M company which first has to be a $1K company.
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    Entitled to nothing. Grateful for everything. (Heard earlier today and mantra for life)
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    Revenue from paying customers is by far the best source of capital for a startup. The goal of founders should be to turn VC funding into customer funding as rapidly as possible.
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    Today, pre-seed rounds are being raised based on a deck, an impressive CV, and sometimes little else. Founders could avoid many dilutive mistakes with a year of experimentation on nights/weekends .... You need less than you think.
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    Memo to self (please learn): Whenever I invest because I’m more excited about the opportunity than the entrepreneur, it’s always a mistake.
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    To IPO or not to IPO, that is the question ... I’m currently in the unforeseen but very fortunate position of having near front row seats in multiple companies that are IPO candidates. The related discussions are equal parts thought-provoking and stressful. Some thoughts: /1
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    Both my wife and I have tested positive for COVID19 (test results received 11 days post initial symptoms ...). I'm feeling much better and she is hopefully not far behind now. Thanks for all wishes received. So appreciated.
    Since last Sunday, I’ve been locked in my study with a dry cough/fever/headache. Despite trying since Monday, I was tested Friday - extended family had same symptoms and tested positive for COVID19 on Wednesday It wasn't been a good week, but it’s given me time to think. /1