Jeff Weinstein@Jeffreyw5000 · 2026/08/26观点输出Someone should have told @boxgroup and @davidtisch that he’s doing portfolio construction wrong 🤣
Absolute legends, congrats guys!
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Jeff Weinstein@Jeffreyw5000 · 2026/07/09观点输出Let the record state that I was long Ryan Shmeizer before he became famous.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Jeff Weinstein@Jeffreyw5000 · 2026/06/06观点输出I first heard this concept when @vhankes at Thrive was interviewed on a podcast.
They’d rather invest in companies going from $10B to $100B than $1B to $10B.
By clearing this difficult threshold, these companies have likely already gone from single product to platform and are more likely to be durable/generational.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Jeff Weinstein@Jeffreyw5000 · 2026/04/30政策影响The type of behavior I'm seeing in the secondary/SPV market right now...many people should go to jail.
AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。
Jeff Weinstein@Jeffreyw5000 · 2026/04/22观点输出Who was the first investor in Cursor? The GOAT investor SBF of course.
Alameda Research invested $200k to take half of the company’s $400k pre-seed in 2022.
Its stake was sold off in FTX bankruptcy proceedings in 2023 for………$200k.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Jeff Weinstein@Jeffreyw5000 · 2026/02/22观点输出https://t.co/lpbpHPfTOM
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Jeff Weinstein@Jeffreyw5000 · 2024/05/30赛道影响VAMOS ARGENTINA! 🇦🇷🇦🇷🇦🇷
We at @FJLabs have done 20+ investments in Argentina to-date. Some of our more recent investments include @UnblockComputos and Extendeal.
Randomly, two of our best-ever outcomes came from Argy too - Tienda Nube (aka NuvemShop) and Pixowl (bought by Animoca Brands for its product The Sandbox)
Part of the reason for our depth/expertise investing in Argentina is because it’s where @fabricegrinda and Alec Oxenford chose to HQ OLX’s tech and product team, and almost half of the FJ family including @matiasbarbero13 @guimarvs @munditrade and many now hail from there.
If Milei pulls this off, it will leash economic growth the likes of which we’ve rarely seen. It will be extremely difficult, but we are cautiously optimistic and investing accordingly.
VAMOS!!
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
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