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Arfur Rock
862 posts
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Arfur Rock
@ArfurRock
anon GP at your favorite multi-stage VC // OS intel for the private markets
Zoom
Joined May 2024
5,130
Following
39.9K
Followers
  • Pinned
    user avatar
    Arfur Rock
    @ArfurRock
    Jun 9, 2025
    Who I am isn't important. What is important is uplifting great founders against the suffocating backdrop of knee-jerk criticism and mid-curve cynicism. DM if you want to put vision into words for ~25K of world's best VCs, founders, operators, journalists, and LPs.
    user avatar
    Ben Bergman
    @thebenbergman
    Jun 9, 2025
    VC's new favorite guessing game: Who is @ArfurRock Rock, the 'Gossip Girl of Silicon Valley?' Cloaked in anonymity, Rock is on a mission to bring more transparency to tech, as long it's good news. businessinsider.com/vcs-new-favori…
    323K
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    Arfur Rock
    @ArfurRock
    Jul 31, 2025
    $25B of shareholder value created. Everyone, please apologize.
    user avatar
    TechCrunch
    @TechCrunch
    Jul 31, 2025
    Figma's stock soars in its highly anticipated IPO, market cap instantly hits $45B | TechCrunch techcrunch.com/2025/07/31/fig…
    704K
  • user avatar
    Arfur Rock
    @ArfurRock
    Jun 5, 2025
    Sam Altman right now:
    This post is unavailable.
    201K
  • user avatar
    Arfur Rock
    @ArfurRock
    Mar 31, 2025
    Cursor round closed — $625M at $9.6B post led by Thrive & A16z. Accel is a new backer. $200M ARR, up 4x from $2.5B round in November 2024. ARR multiple constant from last round at 50x.
    This post is unavailable.
    928K
  • user avatar
    Arfur Rock
    @ArfurRock
    Oct 10, 2025
    I don't know who needs to hear this. 1. @ElizabethHolmes is not Elizabeth Holmes. 2. It's the @Enron playbook, perhaps the same team. Crypto launch incoming. You heard it here first.
    user avatar
    Elizabeth Holmes
    @ElizabethHolmes
    Oct 7, 2025
    All I have ever cared about was helping people. I had $4.B in stock. $2B in offers for personal shares. Never sold a single share. Charged Medicare under the reimbursement rate, transparent pricing for everyone. Question my actions, you can't question my intent or motives.
    340K
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    Arfur Rock
    @ArfurRock
    Jul 17, 2025
    Perplexity $18B confirmed.
    263K
  • user avatar
    Arfur Rock
    @ArfurRock
    Oct 27, 2025
    1x — $1B at $10B. Welcome home.
    user avatar
    1X
    @1x_tech
    Feb 21, 2025
    Introducing NEO Gamma. Another step closer to home.
    00:00
    410K
  • user avatar
    Arfur Rock
    @ArfurRock
    Mar 20, 2025
    Overview of Founders Fund's performance as of 2024 It is easy to see why they're oversubscribed on the ~$3B FF Growth III — starting with the back-to-back-to-back-to-back 5x+ DPI funds BTW I think <10 firms in venture history have three or more consecutive 5x+ DPI funds GOAT.
    This post is unavailable.
    478K
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    Arfur Rock
    @ArfurRock
    Nov 13, 2025
    Rarely wrong, always early. Congrats Agrawal & team.
    user avatar
    Arfur Rock
    @ArfurRock
    Sep 29, 2025
    Parallel raised $100 at $700M. Parag was the former CEO of X. Congrats!
    188K
  • user avatar
    Arfur Rock
    @ArfurRock
    Jul 15, 2025
    We're drunk on our stupidity, again. Bribing founders with homes? Free secondaries as % of investment? Celebrating founders who leave the team out to dry? Counting GMV, bookings, distribution contracts, and equity raised as "ARR"? Manufacturing positive GM by burying COGS?
    150K
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    Arfur Rock
    @ArfurRock
    Nov 11, 2025
    I’m not sure who this is but his intel is good. Lighter.xyz raised ~$100M at $1.5B led by Founders Fund and Ribbit. Give the young buck a follow.
    user avatar
    hft
    @hft_larp
    Oct 21, 2025
    L XYZ @ 1.5 FF R
    Lighter
    From lighter.xyz
    332K
  • user avatar
    Arfur Rock
    @ArfurRock
    Feb 17, 2025
    Weirdly underreported...USV raised a new fund! Here's their net performance data from their latest deck. One of the greatest of all time.
    user avatar
    USV
    @usv
    Jan 27, 2025
    Announcing the 2024 USV Core Fund
    280K
  • user avatar
    Arfur Rock
    @ArfurRock
    Aug 5, 2025
    Perplexity raised another $200M at $20B now, unreported.
    user avatar
    Arfur Rock
    @ArfurRock
    Jul 17, 2025
    Perplexity $18B confirmed.
    204K
  • user avatar
    Arfur Rock
    @ArfurRock
    Feb 12, 2025
    ~$500M revenue, ~$200M EBITDA
    user avatar
    Kate Clark
    @KateClarkTweets
    Feb 12, 2025
    Sequoia to lead @mercury investment at over $3 billion value. (Fintech is indeed so back). Scoop: bloomberg.com/news/articles/…
    224K

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