I’m a software engineer who loves building products and teams. 2x founder: CTO @ Hent (YC W20) | CEO @ Eventick (acq. by Sympla) bsky: tdiniz.bsky.social
Recife - PE
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Which bring to my opinion: working in small startups your work deliver more impact to customers. Therefore your work is more valuable and is not easily expendable
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I interviewed @dhh for @tropicalonrails but the mic battery died 🫠
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Thanks everyone that attend the @tropicalonrails event Hola, tudo bem? — Latin night at Rails World! @railsworld @cirdesh and @cuerbot
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Thanks to Beacon Founders, we brought together 18 stellar entrepreneurs from Recife 💙
lnkd.in/p/dqnHVm9C
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Thiago Diniz retweeted
I don't want to dunk on Notion (a competitor), especially given that they are wildly successful and have a great product. But I'm seeing a lot of users complaining that they prefer adding AI over prioritizing their customers with the core product. At the same time, Obsidian I feel is getting more and more love because they are simple, not in spite of it.
ClickUp also had a clear wedge in the beginning because everything was a task. It made it super simple. Adoption was fast, customers were happy. But now I feel they are super confusing to use, with lots of different tools.
I'm not saying we haven't committed the same sins. Actually, we were always hyper-customizable, and that was always something held against us, given that it's super hard to onboard a customer. It's never plug and play and it needs consulting. On top of that, we tried to grow PLG/no-touch, which was a huge mistake. But that's a topic for another post.
I feel that great, simple products are losing their strength by becoming more AI, more custom. I don't feel those are the features customers ask for. But I believe that even in the AI era, people would be happy to pay for a great tool for docs or tasks.
Maybe they will just be replaced by simpler, well-built tools like Obsidian. Or they are the ones eating the short-term pain to make the transition to AI, and will be more successful.
I always feel divided when designing new tools regarding AI. Most users are way happier with a better version of an existing feature than with a completely new AI feature. And maybe it's still not too late for Jestor to become great at fewer things, rather than having everything.
Do you believe Notion and ClickUp are right? If you're a user, are you happier?
PS: I know most comments online are from people complaining, so I truly just want to remove the bias and understand if we're on the right track.
#notion #clickup #obsidian #product #AI
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Thiago Diniz retweeted
FOUNDER OPPORTUNITY‼️: @a16z will fly you to San Francisco for Tech Week, even with no product, no deck, and no company yet.
This is the Global Founder Sprint, from @speedrun, a16z's early-stage program for outlier founders.
What you get:
- Dinners and 1:1s with the speedrun team
- Up to $3K in travel support
- VIP a16z event access
- Entry to 500+ Tech Week events
No product, no deck, no problem, they look for slope, not proof. Under 1% acceptance rate.
🔗Apply → a16zspeedrunsprint.com
P.S. A folder is not a story. @ThePageform AI agent turns your materials into a ready data room in under 5 minutes.
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Still strange to me that big corps often optimize engineering for predictability over actual value delivered
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After years in startups, I'd completely forgotten why the product-vs-engineering fight exists in large companies. Now I remember
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Any others dev and entrepreneur unhappy with such huge gap in @stripe as a product? re-post in order to reach the founders
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While trying to track shared expenses with my wife, I ended up building a CLI to manage them from the terminal.
tdiniz.dev/thoughts/building…
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Thiago Diniz retweeted
Airtable vendida a 3x receita (total $2,5bn, sendo $1,2bn EV, e tinha mais $1,2bn em caixa).
Foi comprado pelo Bending Spoons (private equity de tech que fez IPO recentemente).
Depois de levantar várias rodadas, investidores late stage receberam apenas o Liq. Pref. .
Meu 'cheiro' é que estavam com dificuldades para crescer, e vejo com pouca diferenciação hoje em dia.
Acredito que a era dos deals de 6x+ EV/rev vai ser muito difícil com novas empresas de Software de IA sem receita recorrente e previsível (ARR), e margem bruta ainda desafiadora.
nitter.net/P_Bonnet/status/208460…
AIRTABLE ACQUISITION: WHO GETS THE 💰 HOME // WHO GETS LEFT BEHIND? A breakdown below 👇
(Note: underlying returns and waterfall model built on the assumption of all rounds at standard 1.0x liq pref, non participating - and based on publicly available information)
First off, and I'm very glad about this one:
1) the Founders are likely taking real $ home 🙌💵:
- overall there was $960m of value left to converting holders (people who did not claim pref in the transaction)
- Assuming they still held 15% of the company at exit, Howie Liu, Andrew Ofstad, and Emmett Nicholas will share about $144m combined, so a cool c.~$50m each providing they had equal share
2) The core learning here: anyone investing after the Series C likely just got par on their money 📉...
- The problem is that the company raised too much money. So even the Series C at ~$1.1bn post likely had to claim the pref and took 1x multiple of money home
- Coatue, Thrive, Greenoaks and XN, the leads from Series C onwards probably just brough par home... The pref worked as intended, but this is certainly not the scenario they underwrote
3) Even in that scenario, the early investors made good money 💰💰💰:
- CRV likely got ~20x and ~6x on the Series A and B respectively. That's good money, even after 11 years for the Series A.
- The real winners are Caffeinated Capital: ~35x; Freestyle and Felix Shpilman, who probably sit on 50x+
Many assumptions were used to determine the below, and the waterfall model is of course directional, and based on publicly available information. It assumes no structure on the later rounds, and vanilla terms.
@HarryStebbings
@Kieranleehill (most fervent user of Airtable in our team)
@codorniou
@NiallKiely20VC
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impressive how every recent lib in python and typescript sells itself as revolutionary and I have the same in rails for at least 10 years.
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I’ve been using FastAPI for the past 2 months and honestly, I miss building APIs with Rails...
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Thiago Diniz retweeted
One of my favorite things about building @ruvopay: customers who find us before we find them.
Lucas Faria had already built Ruvo into his workflow, receiving USD and paying 0.3% flat with no IOF, before we ever connected.
We reached out, and now he's writing the definitive 2026 guide on getting paid in dollars as a Brazilian dev, with Ruvo as part of the story.
This is what organic feels like. Go read it.
newsletter.nagringa.dev/p/co…
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