Alex Rubalcava @alexrubalcava.bsky.social · 15/09/2026More than 50% of the decks I get are in the standard Claude format. The easiest way to stand out is simply not to do that. 000
Alex Rubalcava @alexrubalcava.bsky.social · 10/09/2026My wife's assistant on Instinct is now sending me "honey-do" email reminders. I'm not sure if this is the AI wonderland I was promised. 000
Alex Rubalcava @alexrubalcava.bsky.social · 10/09/2026If California's grid had not changed since 2021, this week's weather would have driven outages across the state. Very impressive performance. 110
Alex Rubalcava @alexrubalcava.bsky.social · 09/09/2026More than twenty years ago, I owed someone a favor that got called in the form of paying $1,000 to attend a fundraising dinner for Rod Blagojevich. 100
Alex Rubalcava @alexrubalcava.bsky.social · 09/09/2026No greater headline will ever be written about LA. 000
Alex Rubalcava @alexrubalcava.bsky.social · 08/09/2026This Florida State - SMU game in low power mode is shaping up to be a spectacle. Turn it on if you’re not watching. 111
Alex Rubalcava @alexrubalcava.bsky.social · 03/09/2026Team slide from a deck I received: "I launched the Internet as a category." Uh, I think only Tim Berners-Lee or Marc Andreessen get to say this, my guy. 110
Alex Rubalcava @alexrubalcava.bsky.social · 02/09/2026Just read an interview with an LP allocator with this howler of a line: "Historically, only 10 to 14 companies born each year eventually achieve $100 million in annualized recurring revenue at some point in their growth." 100
Reposted by Alex RubalcavaBrian Jordan @fromvatola.bsky.social · 27/08/2026This probably originates from when Throwback Thursdays were thing but timeless nonetheless 284
Alex Rubalcava @alexrubalcava.bsky.social · 04/08/2026Spotted this Tesla cyber cab at Home Depot yesterday. 000
Alex Rubalcava @alexrubalcava.bsky.social · 31/07/2026Jobs # 1, 2, and 3 for any PM are risk management. The peak to trough decline in the NASDAQ over the last 40 days was about 12%. Anyone so concentrated in the momo names down 50% plus had no business operating with any leverage. Anyone allocating to him has no one to blame but themselves. 131
Alex Rubalcava @alexrubalcava.bsky.social · 30/07/2026Martingale men rarely survive Minsky moments. 010
Alex Rubalcava @alexrubalcava.bsky.social · 19/07/2026Would the match have more action if someone told the players that they were competing for third place? 001
Alex Rubalcava @alexrubalcava.bsky.social · 19/07/2026Congrats to Tom Cruise for keeping up his Duolingo streak. 000
Alex Rubalcava @alexrubalcava.bsky.social · 18/07/2026Have England and France hired defensive coordinators from the former PAC-12? 000
Alex Rubalcava @alexrubalcava.bsky.social · 07/07/2026Billy Joel voice: Bombs over Tehran, Minion on screens, Belgians in Seattle WE DIDN’T START THE FIRE! 041
Alex Rubalcava @alexrubalcava.bsky.social · 03/07/2026That man will never be able to return to Portugal. 110
Reposted by Alex RubalcavaConor Sen @conorsen.bsky.social · 27/06/2026We collectively need to have more gatherings/special occasions for close friends in between weddings and funerals — milestone birthdays, whatever. 9915
Alex Rubalcava @alexrubalcava.bsky.social · 25/06/2026A portco just got a term sheet with 4X participating preferred! This startup is growing nicely, has plenty of cash, and is not in distress. Offering them a TS like this immediately causes us to tell all founders we know to stay away from these guys forever. 130
Alex Rubalcava @alexrubalcava.bsky.social · 18/06/2026At Sofi Stadium (sue me, FIFA). The Bosnian fans brought a flag with an AK-47 on it. 001
Alex Rubalcava @alexrubalcava.bsky.social · 15/06/2026Generic FIFA stadiums should be matched with generic sponsors. So next World Cup can be brought to you by: Large Number Search Engine Northwest Arkansas Mega Mart Cupertino Computer Company 100
Alex Rubalcava @alexrubalcava.bsky.social · 14/06/2026Hope you didn’t park your car on the street anywhere near New York tonight. 000
Alex Rubalcava @alexrubalcava.bsky.social · 12/06/2026I just attended a dinner of 20+ VCs. We were all asked our opinion of SpaceX. Everyone said buy, buy for a pop, or hold. Except me. I said sell it short till it’s down 90%. The reevaluate. We will see who was right. 000
Alex Rubalcava @alexrubalcava.bsky.social · 08/06/2026I’m glad that the idiot who used to get in fistfights with my brother in the 1990s will now leave the scene. But I have no idea who I will vote for to lead my city in November. 000
Alex Rubalcava @alexrubalcava.bsky.social · 02/06/2026The largest public companies are going to have cap tables that look like junior Canadian miners and I'm here for it. 000
Alex Rubalcava @alexrubalcava.bsky.social · 02/06/2026Berkshire PIPE recipient, 2008: "My balance sheet is sound." Berkshire PIPE recipient, 2026: "My depreciation schedule is reasonable." 020
Alex Rubalcava @alexrubalcava.bsky.social · 21/05/2026We should have known all along. The order of operations for this year's trillion dollar IPOs will be based on company quality. The first: the dumpster fire trying to jump the line The second: A great company The third: The real prize 010
Alex Rubalcava @alexrubalcava.bsky.social · 20/05/2026No politician this century will have as much fun as the next governor of California. The state is about to experience a tsunami of revenue from the current crop of IPOs. There will be funding for every project, every priority, and every constituency. 020
Alex Rubalcava @alexrubalcava.bsky.social · 20/05/2026Dan Quayle: I have as much experience as Grogu did when he first wielded the Force. Lloyd Bentsen: Senator, I served with Grogu. I knew Grogu. Grogu was a friend of mine. Senator, you're no Grogu. 000
Alex Rubalcava @alexrubalcava.bsky.social · 19/05/2026James Cameron: Grogu is a technical challenge. Small, green, mostly ears. Interviewer: But worth it? Cameron: I spent $400 million teaching him to swim. He levitated out of the tank. 021
Alex Rubalcava @alexrubalcava.bsky.social · 19/05/2026One of my investors called me tonight because his wirehouse broker is trying to sell him a late stage private fund with SpaceX shares in it. He can just wait three weeks and decide if he wants to invest directly in the company with no fees and costs when it’s publicly traded. 040
Alex Rubalcava @alexrubalcava.bsky.social · 07/05/2026I've heard from two companies this week that have reduced staff in CX and invested in forward deployed engineers instead. 000
Alex Rubalcava @alexrubalcava.bsky.social · 03/05/2026If you go from $TSMC to $NVDA to the hyperscalers & neoclouds, and from there to the foundation models and AI applications, you find gross margins of 50% to 75% the whole way up. No one has found a complement to commoditize. 111
Alex Rubalcava @alexrubalcava.bsky.social · 02/05/2026After the pandemic, many of my favorite restaurants in LA closed. So a few years ago, when scheduling business meals, I started insisting that the other person pick the location, so I can learn about great new spots. Today I had a great lunch meeting at a place I would never have found otherwise. 100
Reposted by Alex RubalcavaTW @twesq.bsky.social · 01/05/2026Absolutely bonkers footage of Ukrainian soldiers shooting down Russian drones in prop planes with shotguns. Not ai, came from an official Ukrainian account and verified by the WSJ. 1664491587
Alex Rubalcava @alexrubalcava.bsky.social · 28/04/2026Median age of a first time homebuyer in California hit 49 last year. 000
Alex Rubalcava @alexrubalcava.bsky.social · 22/04/2026Founder #1: our engineering team is now our product team, thanks to AI. Founder #2: our product team is now our engineering team, thanks to AI. If you’re not confused, you’re not paying enough attention. 000
Alex Rubalcava @alexrubalcava.bsky.social · 22/04/2026My friendly Uber driver in Austin just told me how excited he is to put his entire net worth into SpaceX when it goes public. 110
Alex Rubalcava @alexrubalcava.bsky.social · 21/04/2026I hope Apple’s new CEO finally delivers on the unfulfilled promise of this headline. theonion.com/new-apple-ce...theonion.comNew Apple CEO Tim Cook: 'I'm Thinking Printers'SAN FRANCISCO—Following the resignation of Apple founder Steve Jobs, incoming CEO Tim Cook called a meeting of shareholders and members of the press Thursday morning to announce that he envisioned pri... 000
Alex Rubalcava @alexrubalcava.bsky.social · 17/04/2026The AI wept, for there was no more training data to ingest. 010
Alex Rubalcava @alexrubalcava.bsky.social · 16/04/2026Just saw someone eating lunch with a knife and a fork while driving her Tesla on the 405. 000
Alex Rubalcava @alexrubalcava.bsky.social · 15/04/2026How many things in space have ever been repaired? I count four: Apollo 13, Solar Max, the Hubble, and the ISS. Any I've missed? I've been thinking about this topic as the interest in data centers in space continues to grow. 010
Alex Rubalcava @alexrubalcava.bsky.social · 13/04/2026I had a great time talking AI, software, jobs, and investing on the most recent episode of the Meb Faber podcast. www.youtube.com/watch?v=zSaG...youtube.comHow Fast Is AI Really Destroying SaaS and Jobs? - What Investors Need to Know NowYouTube video by The Meb Faber Show 010
Reposted by Alex RubalcavaPopehat @kenwhite.bsky.social · 07/04/2026Shingles vaccines make the astronauts’ bodies radiate light. Thank you for asking. 4035269414
Alex Rubalcava @alexrubalcava.bsky.social · 04/04/2026Though I may prompt in Helvetica, the AI speaketh to me in Comic Sans. 000