Did Figma just close its first day of trading at $69 billion? Nice.
@packym
-
Where Would Anduril Launch If It Went Public Tomorrow?
By
–
Where does Anduril open if it went out tomorrow?
-
Figma IPO: Live Coverage from NYSE with Bill Gurley
By
–
I'm glad that @tbpn is going live from the NYSE for the Figma IPO, but we need them to get a live cam on Bill Gurley too.
-
Figma enables solo designers to create beautiful AI tools
By
–
Most people wouldn't guess this, but not boring doesn't actually employ a team of designers.
— Packy McCormick (@packyM) 31 juillet 2025
It's only possible for me to make beautiful things like this because of Figma.
Thanks and congrats @zoink & team. https://t.co/ULs5raP8bz pic.twitter.com/fdQo2WZ4jEMost people wouldn't guess this, but not boring doesn't actually employ a team of designers. It's only possible for me to make beautiful things like this because of Figma. Thanks and congrats @zoink & team.
-
Meter Offers Free Deep Dive Book Copies Before IPO
By
–
The good people at Meter offered to send free hard copies of the Deep Dive to 50 people. Form below. It's a long Deep Dive, but a short book. My hope is that when Meter IPOs in a few years, this will be a cool piece of memorabilia to own.
-
Specialized Robots Over Generalist Humanoids: The Rube Goldberg Approach
By
–
Humanoids are sterile, same, mass, minimalist. Jacks of all trades, masters of none. Instead, we need menageries of exquisitely complex contraptions purpose-built for any and every task at hand. We need to be Rube Goldberg maxxxxing.
-
$22.5B Valuation Achievement Credited to Jeb Leadership
By
–
Not sure we'd have a $22.5B valuation to celebrate if it weren't for Jeb.
-
AI Company Growth Strategies and Market Stickiness Analysis
By
–
Man I loved Slack. That in particular was that MSFT trained its sights on Slack, but generally, something to do with stickiness and how you grow. I don’t eg think this applies to most of the fastest to $100M ARR AI companies today.
-
Ramp’s Valuation Growth: From $1.6B to Market Leadership
By
–
Slope over intercept.
— Packy McCormick (@packyM) 30 juillet 2025
From when Ramp raised at a then-crazy-seeming $1.6B valuation. https://t.co/nDCfz9iOoc pic.twitter.com/jIMDW83t70Slope over intercept. From when Ramp raised at a then-crazy-seeming $1.6B valuation.
-
Ramp’s Net Present Value Surges $6.5B in 43 Days
By
–
Look, my meme dealer is as exhausted as you are, but the net present value of Ramp’s future cashflows has increased by $6.5 billion in the past 43 days ($151,162,790 per day), and so… https://t.co/JjlYxmVXjA pic.twitter.com/IBL4dBS5hU
— Packy McCormick (@packyM) 30 juillet 2025Look, my meme dealer is as exhausted as you are, but the net present value of Ramp’s future cashflows has increased by $6.5 billion in the past 43 days ($151,162,790 per day), and so…