Lauren Balik (@laurenbalik) started following @aaoconnor on Sep 26, 2024

Naval Ravikant running AngelList and then trading access to US companies and data for a Chinese cash injection is the #1 most obvious story in Silicon Valley. You have to ask yourself why Silicon Valley media hasn't covered this. Pathetic. https://t.co/HTPiLcpHN7

One of my top 10 follows, hands down.

Mike is a top follow btw - not saying he's "just learning this now" here, he's on point on many things.

https://t.co/dzoqopprbV

Many are only just now realizing the scope/scale of incremental startup equity collateralizing real estate investments and RE leasing office space to incremental startups. Now people can logically figure out why all these VC talking heads want people to RTO.

The next CCP-related money network to fall will be the Xiao Jianhua family network (Alpha Square Group, J17 Capital, WinnerMax real estate group w/ dozens of shell companies in Greater Toronto, etc.) I've been all over this for a long time. I'll have to write a book one day. https://t.co/U7lhviwPFn

Yes, Will Manidis has no idea what he's talking about re: Carta and Chinese money networks. He needs to be tagged, logged, and watched. (I've already had my sensors and feelers on him for a while with his Thiel-network connections.) 🇺🇸🦅

One great way to snuff out where dirty foreign money is getting filtered is to look at who is openly "defending the other side" when it comes to US defense and security. These people are not bright, even though they carry around papers that say they are smart. Keep eyes 👀 and https://t.co/2RsnaZj0sd

lol. lmao even. https://t.co/8t7eptW2VG

FT piece: https://t.co/76LHN14ag4

Great piece in the FT today on an FBI probe of Chinese-backed VC firm Hone Capital. M.O.: -Inject cash into AngelList (company that holds tons of cap table/investment information) -Obtain information/data rights from AngelList -Use this information to buy up equity via https://t.co/AX6YURdmLx

RT @TenreiroDaniel: the yaml file & its consequences have been a disaster for the human race

RT @NonGaap: $SNOW expects to concurrently repurchase $575M shares from "purchasers of the notes... in privately negotiated transactions"…

George Fraser of Fivetran finally blocked me. 😢 Every data/analytics person: go look at the absolute state of his absurd Streamlit (owned by $SNOW) app he's promoting. Look at it. Look at how silly this is. There is nothing, nothing, nothing of any value to any customer here, https://t.co/G38vNwQ2Bz

My email is lauren at uprightanalytics dot com.

I am very...bored?...unsettled?...listless?...in my life. I've run some small businesses and done fine. I know deep analytics very well and I know how to get deep on any company to find the "real" story, especially around tech. I would really love a mentor, whatever that means.

September Sillies: $SNOW, $RUM, and more fun https://t.co/olZacHivc5

at the end of the day these are similar stories. Ignore the politics of Rumble...it's just a case of raiding the balance sheet of a public company to provide liquidity for M&A of VC plays

Should we do a Snowflake $SNOW spaces? Maybe throw in some Joe Lonsdale/David Sacks BS as well around Rumble $RUM?

I've churned millions in ARR off George and Fivetran over the last 2 years. This Andreessen Horowitz game around Fivetran and dbt generated compute is a disgrace. https://t.co/BB3JIsAnzv

Snowflake $SNOW is the gift that keeps on giving. I want this on my gravestone. Lever up, baby. 📍

Rumble $RUM to Tumble: Why isn't Rumble Capturing More of the Candace Owens Trend on its Payments Platform Locals? $RUM is a great short of David Sacks @DavidSacks --- 1. I've been more than convinced for a long time that most of Rumble's view numbers are significantly https://t.co/tNULPqBrMZ

Yes, the US markets are no more sophisticated than those of most developing countries, even though we like to come up with reasons and "data science" why this fact is not true. The other scam around database/analytics companies is all the made up China revenue, which usually

Right on schedule, we're back to desalination plants from the Thiel money network. 👉I'd like to learn more about what Peter Thiel and Sarah Cone are up to with these two desalination companies specifically: Trident Desalination and Cetos Water. They have literally the same https://t.co/tce8b2n6Kl

Friendly reminder that you can start an LLC and sell your work above salary rates and deal with none of this circus.

Who is the doctor doing hair transplants for Joe Lonsdale, John Chambers, all the right-wing VC guys? It's too aggressive, too angled, and as the hair thins out anyway it looks ridiculous. I want a name of this doctor. Clear pattern. Looking into shorting a basket of names. https://t.co/RogZ3xRcDg

Weekly block list report: 3,568 entries; 3,547 valid / 21 invalid; 7 deleted #ads #adblocking #blocklist #trackers #pglblocklistreport List URL: https://t.co/IHAqyuVv10

Doh https://t.co/AIBOBjRzNx

I would like to learn more about VC Sarah Cone's "company" Column. Column has been teased and in alpha test phase for over 4 years now. I believe it is a pure front for Sarah Cone's Panama Papers husband Geoffrey Cone and a fake company. lauren at uprightanalytics dot com https://t.co/C6lWK9JOrn

PROMPT: I would like to know more about VC Sarah Cone/"Susie Crane" and Trident Desalination and Cetos Water. 1. Both Trident Desalination and Cetos Water have basically the same website and do the same thing. 2. We know Peter Thiel is obsessed with negative energy return https://t.co/CkE6aNRllJ

The love of the game, baby. https://t.co/DAlXHyMHTK

Sarah Cone you should get in contact with me. I'm easy to find. You're a sex nun. Many in your 8VC/Founders Fund/Thiel circle are going down. Your husband is a "fixer" from the Panama Papers. This is your opportunity. If you fail to reach me by 12PM US ET tomorrow you're done. https://t.co/cgov4yRgda

.@ShanersMD never heard of it. have you?

RT @ClaysandBirds: Every year as we move away from the events of 9/11, I find the images of the towers falling don’t impact the way they us…

We're just getting started. https://t.co/10ccR4VPmg

Is VC Sarah Cone @sarah_cone actually "Susie Crane" - the woman who penned a now-pseudonymous 2013 CNN piece about wild sex in hotels? Is Susie Crane's husband "who travels for work" actually Geoffrey Cone of Panama Papers fame? --- 1. In 2013 CNN published a firsthand story https://t.co/i4BfSZ9iDg

There are many fake VCs and fake VC firms out there. Some don't even exist and are pure urban legends to conceal organized crime. https://t.co/8tTMcWlymd

This is why AI is a sham, by the way. 1. I wish to do deep research and diligence on VC Sarah Cone. 2. I posted a short prompt into X, below. 3. I've already had several people reach out offering the information I desire. You can't get this with Google Search or AI. Deep

New York's hottest venture capital firm is Social Impact Capital. This firm's got everything. -Stephen Wolfram -the chief economist from audit firm KPMG -a bunch of random people who followed Sarah Cone on Twitter once -Paul Fleming, the former Global Water Program Manager at https://t.co/eOHFCTGEPk

The AUM alone can't support this amount of "venture partners" at the firm. I have it on good word from multiple ppl that ppl just get listed on there if they, like, did a small job for her on contract or like a small business deal a few years ago...they are not partners.

I'd like to learn more about VC Sarah Cone, her "secretive" husband, and her relationship with Peter Thiel. Her Social Impact Capital website has fake employees - people who like did some light contract work listed as partners. lauren at uprightanalytics dot com

All evidence points to better cameras in new $AAPL devices. This will reveal more facial imperfections in pictures, and app filtering is a trend that has died. This seems to bode very well for cosmetics stocks $ELF $ULTA that do well on concealers, foundations, BB creams, etc.

1. Nobody is using these silly app filters anymore. eg. Snapchat $SNAP dog ears, virtual makeup. 2. The cosmetics industry is driven by recurring revenue on concealers, blush, BB creams, CC creams (the stuff you put on your skin) and new customer acquisition purchases on https://t.co/yNOjPY80jI

The decline of all those silly Snapchat $SNAP filters directly coincided with a makeup boom. https://t.co/usv4S6goRA

Is the $AAPL iPhone 16/Plus's camera meaningfully better than the 15/Plus? 14/Plus? I'm sensing the 48MP camera meaningfully reveals more facial flaws on default and custom settings. This matters for cosmetics equities $ELF $ULTA more than anything btw. Will pay for hard data.

JCal @Jason, There is more due diligence in this video than in anything you've ever done. You've promoted Mr. Exits/"Zach White" multiple times for his defense investing prowess even though his defense fund is fake and he is not a US citizen as he's claimed. 🇺🇸🦅

I'm going to make a CDP vendor market map of CDP vendor CDP market maps and really get everyone in AdTech riled up.

Long before SPAC King Chamath Palihapitiya @chamath there was Walter Cruttenden, the "Chamath" of the dot com era. He would underwrite and sponsor anything back in the dot com boom. He founded E*Trade's investment banking arm. Today, Walter lives out his days selling US https://t.co/QiH8LwcS0e

Lauren: Palantir needs to become a wampeter and form a karass to move beyond a granfalloon community. Palantir fan account: Please make your claim and show your sources. Hard to refute Audited statements that show GAAP Profits but it has been known to happen. 🙃🙃🙃

You, as a fully grown adult, run a fan page dedicated to $PLTR CEO Alex Karp. You're in the granfalloon, sport. https://t.co/qpcAFqRsoY

RT @AllottNYC: @laurenbalik PLTR is a granfaloon in the strictest sense. Forward deployed engineers are certain of their Foma that "There i…

Palantir $PLTR stockholders form a granfalloon. This is no good, oh no, not at all. As Bokonon invites us to sing: Around and around and around we spin, With feet of lead and wings of tin. And wampeters come and wampeters go, Bokonon tells us. --- $PLTR must become a https://t.co/lY0SlKdoJg

The question here is whether Palantir $PLTR is: -a wampeter, an important object around which a karass can be formed. -a MacGuffin, an unimportant object around which a plot revolves. It's hard for non-consumer potential wampeters to form a true karass. GameStop, Tesla,

Palantir $PLTR flow seems to be moving largely from $COIN flow - the public market delay on the VC market's shift to defense from Web3/crypto.