trading places (@TradingVCs) / X

trading places

427 posts

trading places

@TradingVCs

a very bad 💩podcast about #VC #secondaries broken unicorns ❤️‍🩹🦄 & busted carry 📉🙈| @davemcclure @amanverjee @practicalVC

Silicon Valley, CA

linktr.ee/tradingplacesp…

Joined August 2025

Pinned
trading places
@TradingVCs
Jun 23
SpaceX has forced QQQ buying coming July 6, options just went live, and gamma squeeze conditions are lining up. That's before @davemcclure and @AmanVerjee get to the US government freezing Anthropic's newest model, Bezos raising $12B at a $41B valuation, and Mistral going from
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trading places
@TradingVCs
Aug 30, 2025
the 5 chapters of secondary selling 🧵 never sell i didn’t sell… and regret it sell 10–20% teach your founders set up your own SPV & sell to yourself @Jason & @davemcclure break it down on @twistartups full episode coming soon on [trading places]
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trading places
@TradingVCs
Aug 29, 2025
“winners keep winning. losers keep losing. tweeners keep tweening.” brutal vc wisdom from @davemcclure on portfolio triage. be helpful… but be the voice of reality. full episode soon on [trading places].
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trading places
@TradingVCs
Aug 27, 2025
“vc marks are bullshit.” – @davemcclure @Jason says 70% of unicorns aren’t actually unicorns. @davemcclure says every VC knows most fund marks are inflated — they just pretend it's only OTHER VC funds which are way off, but THEIRS are "just fine” [trading places] @twistartups
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trading places
@TradingVCs
Sep 2, 2025
ep 1 of [trading places] is here @davemcclure & @AmanVerjee talk to @cupazhou about: – openai’s $500B tender – Canva @ $42B vs. Databricks @ $100B – busted DPI - “moolah in the coolah” – 6-layer SPVs – and @eriktorenberg's rap origin story?? a very bad podcast about broken
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5.7K
trading places
@TradingVCs
Sep 1, 2025
moolah in the coolah: the science of selling & how to turn tvpi into dpi via secondary sales. this is just the teaser. full [trading places] ep1 drops tuesday morning. @davemcclure @AmanVerjee @cupazhou
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trading places
@TradingVCs
Aug 23, 2025
🚨 NEW POD ALERT 🚨 introducing @TradingVCs — the only pod that goes deep on VC secondaries, hosted by @davemcclure and @AmanVerjee guests include: @cupazhou @msuster @SimDesai @JSchorge @PeterJ_Walker (and hopefully @Jason🤞) launching on thursday. follow for alpha.
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2.3K
trading places
@TradingVCs
Aug 29, 2025
.@davemcclure on @twistartups: why raise a series b… when you’re already profitable? $3M revenue 10-person team no board seat no distributions founders win. early VCs hold paper. first episode drops soon on [trading places]
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trading places
@TradingVCs
Sep 3, 2025
ep 1 of [trading places]: @davemcclure & @AmanVerjee with @cupazhou on when to dump “winners” just to book DPI. aka: the fine art of lying to your LPs.
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trading places
@TradingVCs
Sep 4, 2025
openai @ $500b. canva @ $42b. databricks @ $100b. aka the “are we insane yet?” segment of [trading places]. w/ @davemcclure & @AmanVerjee
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trading places
@TradingVCs
Sep 2, 2025
ep1 of [trading places]: dave mcclure & aman verjee grill david zhou on ai hype. premium valuations, missing retention cohorts, “annual curiosity revenue.” spoiler: overmarked portfolios everywhere.
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trading places
@TradingVCs
Sep 1, 2025
Replying to @TradingVCs
cc @cdouvos your OG soundbite “moolah in the coolh” is the inspiration for our first podcast on #secondary launching tomorrow ;) cc @cupazhou
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trading places
@TradingVCs
Sep 6, 2025
@davemcclure and @AmanVerjee had a very bad podcast interview with @cupazhou we get into @SuperclustersLP emerging managers, and what LPs and GPs actually do. link in next tweet!
2.1K
trading places
@TradingVCs
Sep 1, 2025
Replying to @RugDalio
first episode rolls out on tuesday… stay tuned! (clips on YT and will also be on Spotify & Apple soon)
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