Paul Graham argues investors focusing on HF0 demo days miss earlier opportunities like Y Combinator-backed AIOS Medical

@Scobleizer @hf0 @rich_cartwright surprised no boss music started playing when he entered the stage

@Scobleizer @hf0 @rich_cartwright Your billionaires are missing out. This is a YC company. If they went to YC demo days, they could have invested years earlier.

@Scobleizer @hf0 @rich_cartwright Was he trying to come off as a charming autistic founder with a god complex or something?

@Scobleizer @hf0 @rich_cartwright why would you be presenting at an accelerator demo day acting like a psycho on stage, if you were at $350m ARR?

@argofowl @hf0 @rich_cartwright One of the best investor pitches I've seen, and I've seen a lot of them.

Billionaires attending demo day is not a quality filter, it is a calendar choice

The same dynamics that produce great companies also produce very confident narratives about companies that have not been tested yet

Stealth plus demo plus traction claims is just the standard early-stage storytelling stack

@AllOnDoge @hf0 @rich_cartwright It is San Francisco not Miami. :-)

@Scobleizer @hf0 @rich_cartwright that entrance 😭

@Scobleizer @argofowl @hf0 @rich_cartwright https:\\http://hippocratics.vercel.app <-- made this in SIX hours after one was bitching it would take 8 MONTHS to do a congressional query into california medical fraud - havent maintained it - but I wa able to reveal ALL the HOSPICE fraud in this webapp in an afternoon. pratt, newsom

@Scobleizer @hf0 @rich_cartwright I wouldn't sprinted tf outta there, dude looks like he's about columbine the whole joint.

@10xerik @hf0 @rich_cartwright Well, there's some context. The founders of HF0 had everyone do some meditation and deep breathing right before he hit the stage. Setting him up.

@Scobleizer @hf0 @rich_cartwright This is the most incredible presentation I have ever watched

@Scobleizer @argofowl @hf0 @rich_cartwright Look dude, ive followed your for DECADES.

In all of that time - this is the comment im least a fan of.

Ive built medical (11 hospitals, designed for FAANG, etc

While I can take + from this- there wa not a good soul behind that delivery.. That was an extractor. as you are.

@samtilston @hf0 @rich_cartwright No, it's actually a real choice Juan made. He says he hates San Francisco and he only comes to San Francisco for this one event.

That tells me this one startup factory is better than the others he's visited, and I bet he's visited many.

@Scobleizer @hf0 @rich_cartwright Richie is the 🐐

@Scobleizer @hf0 @rich_cartwright right because in San Francisco it would be a gay charming autistic founder with a god complex

@somaco_sf @argofowl @hf0 @rich_cartwright That is awesome!

@Joedefendre @hf0 @rich_cartwright Steve Jobs has new competition. :-)

@Scobleizer @hf0 @rich_cartwright Whoa, a demo day where the first person that comes out is already doing $350M ARR 😮

This looks amazing, and Rich is one heck of a presenter, so awesome, thanks for sharing this Robert.

@Scobleizer @hf0 @rich_cartwright Richieee 🐐