Get live statistics and analysis of Ahmed shubber's profile on X / Twitter
Founder/CEO of @Luminavehicles • Building electric autonomous construction equipment
285following16kfollowers
The Entrepreneur
Ahmed Shubber is a visionary founder and CEO, leading the charge in electric autonomous construction equipment. At just 26, he’s turned nothing into a cutting-edge tech company tackling industry giants with innovative 3D-printed designs. His tweets reveal a journey of ambitious milestones and a deep connection with his growing audience.
For a guy who started with nothing, Ahmed’s tweets make it seem like he’s one crowdfunding campaign away from launching Mars colonization vehicles—just don’t forget the occasional coffee break between all those 3D prints and purchase orders!
Securing a $300K purchase order for the first batch of his Moonlander ML6 Gen-2 dozer parts before turning 27 is a massive achievement showcasing his entrepreneurial drive and market validation.
Ahmed's life purpose is to revolutionize traditional construction machinery by creating sustainable, electric, and autonomous vehicles that redefine productivity and environmental impact. He aims to build a legacy of innovation and transformation in an industry ripe for disruption.
He believes in the power of technology to solve real-world problems, the importance of perseverance despite humble beginnings, and the value of transparency and sharing progress to inspire others.
His strengths lie in visionary leadership, resilience, and the ability to communicate compelling narratives around his products. His blend of tech-savvy innovation and authentic storytelling makes him a magnetic figure for industry watchers and believers.
A potential weakness is that rapid scaling and overcommitment might stretch resources thin, and some followers might crave deeper technical insights beyond the broad marketing updates.
To grow his audience on X, Ahmed should mix his impressive milestone announcements with behind-the-scenes content that demystifies the technology and shares lessons learned. Engaging more interactively in industry conversations and replying to tech enthusiasts can also build deeper community ties.
Fun fact: At 26 years old, Ahmed has already secured $300K purchase orders and is producing multiple autonomous construction vehicle models that are partially 3D printed!
COO & Co-founder making $$$ online. 🤖 Trust AI, not people - no sleep, just pure 24/7 problem solving. I can sell ANYTHING. I own crypto, believe in $KAS
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Lumina takes most of my time.\n\nBut when I do, it’s to share something worth learning, about building, leading, or running Lumina","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,84],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"308245858","name":"Josh Bobrowsky","screen_name":"JoshBobrowsky","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"JoshBobrowsky","lang":"en","retweeted":false,"fact_check":null,"id":"1981112962275299524","view_count":538,"bookmark_count":0,"created_at":1761169112000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@JoshBobrowsky Ahmed doesn’t operate by consensus. \n\nConsensus doesn’t drive returns","in_reply_to_user_id_str":"308245858","in_reply_to_status_id_str":"1981112675888484835","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":24,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981174845065814053","view_count":9186,"bookmark_count":33,"created_at":1761183866000,"favorite_count":132,"quote_count":0,"reply_count":9,"retweet_count":4,"user_id_str":"1591912442770112514","conversation_id_str":"1981174845065814053","full_text":"A founder I really admire, a very successful one running a growth stage company, texted me recently, thanking me for inspiring him to chase capital from family offices.\n\nThat meant a lot. I come from nothing. No handouts. Just hard work.\n\nTo have built an audience & have founders, from those just starting out to those running growth stage companies, reach out saying my tweets or advice helped them. that means alot.\n\nI’ve been burned by VCs. Early on I was advised during pitches to “stop telling my story.” I watched investors preach about backing the next \"Jobs in a garage\" while funding founders with little substance burn through hundreds of millions of dollars with little consequences. It discourages a whole generation of founders from even trying.\n\nTo know I’ve inspired even one founder to keep going, that’s a legacy worth fighting for. That’s why I wake up every day to beat the odds of success and prove that you can build something great even when everyone tells you you’re wrong. \n\nThank you to everyone who’s supported us so far. We’ve got some incredible things in the works that we can’t wait to share with you soon.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981354861120614778","quoted_status_permalink":{"url":"https://t.co/Xy0jjvPjat","expanded":"https://twitter.com/arram/status/1981354861120614778","display":"x.com/arram/status/1…"},"retweeted":false,"fact_check":null,"id":"1981366035493376334","view_count":5160,"bookmark_count":5,"created_at":1761229449000,"favorite_count":45,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1591912442770112514","conversation_id_str":"1981366035493376334","full_text":"Dunking on venture?\n\nJobs, Ellison, Gates, the greats of our time didn’t announce rounds excessively.\n\nThey built credibility with their product, revenue, and vision.\n\nSomewhere along the way, startups turned into a popularity contests. \"Play the game or get left behind\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981372822623834273","view_count":5998,"bookmark_count":27,"created_at":1761231067000,"favorite_count":84,"quote_count":1,"reply_count":4,"retweet_count":3,"user_id_str":"1591912442770112514","conversation_id_str":"1981372822623834273","full_text":"An existing investor asked me yesterday, \n\n“What do you need to get really good at to succeed?”\n\nMy answer....\n\n\"balance sheet management.\"\n\nWe build and operate our own vehicles. A fleet of 18 Lumina dozers = $13M of venture capital locked into hard assets.\n\nThats $13m of highly dilutive capital. \n\nDeep tech isn’t like software, your capital sits in machines, not code.\n\nTo win, we need to master \"recycling capital\"\n\nBuild the product→ generate revenue → refinance assets with debt → redeploy capital → repeat the cycle.\n\nThe faster we compress that cycle, the faster we can free up capital to reinvest into growth and the less we rely on endless rounds of dilution.\n\nThat’s our plan.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981417123294417036","view_count":78,"bookmark_count":0,"created_at":1761241629000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981417123294417036","full_text":"I was grabbing lunch with one of our incredible shareholders yesterday, and he said:\n\n“Ahmed, it’s almost like investors are treating you as if you didn’t just build a vehicle. As if the tech didn’t matter.”\n\nHe’s right. But my response was simple:\n\n“It is what it is. I'll keep my head down and keep working”\n\nI’ve learned that investors will always move the goalpost, asking you de risk every step until there’s nothing left to prove. \n\nThe Valley runs on fear and FOMO. Investors fear a company that’s profitable and growing fast because it breaks their model. Their job is to deploy capital to generate returns, not watch a founder win without them. They need you to take their money. But their hungry, they need the unit economics to work in their favor(ie: less risk).\n\nOut of 225,000 startups founded in the past 20 years, only 1,200 became unicorns, and most still haven’t returned capital to shareholders. There are only so many truly exceptional companies that move the needle.\n\nIf you’re overlooked or dismissed as a founder, the only way forward is simple: be profitable and grow quickly without them. That’s when you earn the right to choose who sits on your cap table & who doesn't. Thats how you align yourself with shareholders who respect the work your doing on a daily basis. \n\nMany investors have underestimated what we’ve built. \n\nMy job now is to flip the script and execute without them. \n\n\"Which we have.........More to announce soon.\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,178],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981460838432321641","quoted_status_permalink":{"url":"https://t.co/cAvURAApBa","expanded":"https://twitter.com/alexisxrivas/status/1981460838432321641","display":"x.com/alexisxrivas/s…"},"retweeted":false,"fact_check":null,"id":"1981462465847189974","view_count":3756,"bookmark_count":2,"created_at":1761252440000,"favorite_count":29,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1591912442770112514","conversation_id_str":"1981462465847189974","full_text":"Isn’t this announcement better than a fundraise post. \n\nCover continues to do incredible things for the community. Incredible watching you Alexis help people rebuild their lives.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,70],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18205337","name":"mark erdmann","screen_name":"markerdmann","indices":[0,12]},{"id_str":"5943622","name":"Marc Andreessen 🇺🇸","screen_name":"pmarca","indices":[13,20]}]},"favorited":false,"in_reply_to_screen_name":"markerdmann","lang":"en","retweeted":false,"fact_check":null,"id":"1981373418231484721","view_count":575,"bookmark_count":0,"created_at":1761231209000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@markerdmann @pmarca I like marc & ben, \n\ngreat firm, great values","in_reply_to_user_id_str":"18205337","in_reply_to_status_id_str":"1981372425150615603","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,41],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"36080123","name":"Emrah","screen_name":"emrahdma","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"emrahdma","lang":"en","retweeted":false,"fact_check":null,"id":"1981361201985601877","view_count":263,"bookmark_count":0,"created_at":1761228297000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@emrahdma I've raised a few them actually","in_reply_to_user_id_str":"36080123","in_reply_to_status_id_str":"1981360179091300840","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,127],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20823","name":"Nash","screen_name":"Nash","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"Nash","lang":"en","retweeted":false,"fact_check":null,"id":"1981366841432756293","view_count":340,"bookmark_count":0,"created_at":1761229641000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@Nash I get a lot of clicks on Lumina, without announcing every round.\n\nThe product and traction drives most of our engagement.","in_reply_to_user_id_str":"20823","in_reply_to_status_id_str":"1981336029413199932","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1031926778","name":"Misak Ghazaryan","screen_name":"misakghazaryan","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"misakghazaryan","lang":"en","retweeted":false,"fact_check":null,"id":"1981175021612781719","view_count":323,"bookmark_count":0,"created_at":1761183908000,"favorite_count":7,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@misakghazaryan peacock with your product\npeacock with your revenue","in_reply_to_user_id_str":"1031926778","in_reply_to_status_id_str":"1981157320278364203","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":0,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,189],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/MeIE9YhkvH","expanded_url":"https://x.com/ahmedshubber25/status/1981753547373834615/photo/1","id_str":"1981753204103671808","indices":[190,213],"media_key":"3_1981753204103671808","media_url_https":"https://pbs.twimg.com/media/G4CaChMXcAAQ-q8.jpg","type":"photo","url":"https://t.co/MeIE9YhkvH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":990,"w":1892,"resize":"fit"},"medium":{"h":628,"w":1200,"resize":"fit"},"small":{"h":356,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":990,"width":1892,"focus_rects":[{"x":0,"y":0,"w":1768,"h":990},{"x":0,"y":0,"w":990,"h":990},{"x":0,"y":0,"w":868,"h":990},{"x":0,"y":0,"w":495,"h":990},{"x":0,"y":0,"w":1892,"h":990}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981753204103671808"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/MeIE9YhkvH","expanded_url":"https://x.com/ahmedshubber25/status/1981753547373834615/photo/1","id_str":"1981753204103671808","indices":[190,213],"media_key":"3_1981753204103671808","media_url_https":"https://pbs.twimg.com/media/G4CaChMXcAAQ-q8.jpg","type":"photo","url":"https://t.co/MeIE9YhkvH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":990,"w":1892,"resize":"fit"},"medium":{"h":628,"w":1200,"resize":"fit"},"small":{"h":356,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":990,"width":1892,"focus_rects":[{"x":0,"y":0,"w":1768,"h":990},{"x":0,"y":0,"w":990,"h":990},{"x":0,"y":0,"w":868,"h":990},{"x":0,"y":0,"w":495,"h":990},{"x":0,"y":0,"w":1892,"h":990}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981753204103671808"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981753547373834615","view_count":65,"bookmark_count":0,"created_at":1761321839000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981753547373834615","full_text":"Cross-section of our in-house power distribution system. The work here by the team is incredible.\n\nThere’s no “off-the-shelf” Amazon catalog for 40-ton electric dozers \n\nSo we're making one https://t.co/MeIE9YhkvH","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":5,"startTime":1761350400000,"endTime":1761436800000,"tweets":[{"bookmarked":false,"display_text_range":[0,250],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982150905261682767","view_count":10954,"bookmark_count":11,"created_at":1761416577000,"favorite_count":79,"quote_count":3,"reply_count":1,"retweet_count":2,"user_id_str":"1591912442770112514","conversation_id_str":"1982150905261682767","full_text":"One of my favorite investors once told me:\n\n“Ahmed, all that pain you’re going through, all those problems you’re solving, that’s your moat. No one’s gonna catch up to us. They’ll quit the moment things get tough.”\n\nMoney isn’t a moat. Resilience is.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1982150905261682767","quoted_status_permalink":{"url":"https://t.co/YDbiJZJWEx","expanded":"https://twitter.com/ahmedshubber25/status/1982150905261682767","display":"x.com/ahmedshubber25…"},"retweeted":false,"fact_check":null,"id":"1982154962076344592","view_count":9047,"bookmark_count":17,"created_at":1761417544000,"favorite_count":48,"quote_count":1,"reply_count":2,"retweet_count":2,"user_id_str":"1591912442770112514","conversation_id_str":"1982154962076344592","full_text":"I know exactly where Bedrock Robotics, Built Robotics, SafeAI, teleo and the rest stand\n\nI’ve spoken to their customers. I know exactly how those businesses are performing\n\nIf you saw the data our team sees, you wouldn’t bet against Lumina\n\nMore announcements coming next month","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982159020182933597","view_count":17,"bookmark_count":0,"created_at":1761418511000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1982159020182933597","full_text":"What keeps me up at night is “capital allocation”\n\nAs a founder, you’re default wired to “spend on growth”, R&D, sales, marketing, engineering, whatever drives momentum to raise the next round. But as your company matures and becomes profitable, the real challenge becomes maximizing return on invested capital.\n\nEvery dollar has to earn its keep.\nIs it best spent on marketing, sales, engineering, M&A, or recruitment? There’s no perfect formula & every business has its own equation for success. It’s my job to find our formula. \n\nVenture capital can accelerate growth, but it always comes with strings attached.\n\nSo that’s what keeps me up at night: how to wake up every day and allocate every single dollar to generate the greatest possible return, for our employees, shareholders, and society as a whole. \n\nBecause if I ever fall into the trap of burning cash or over-allocating capital in one area of the business, all this work would have been for nothing. 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Lumina takes most of my time.\n\nBut when I do, it’s to share something worth learning, about building, leading, or running Lumina","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,84],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"308245858","name":"Josh Bobrowsky","screen_name":"JoshBobrowsky","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"JoshBobrowsky","lang":"en","retweeted":false,"fact_check":null,"id":"1981112962275299524","view_count":538,"bookmark_count":0,"created_at":1761169112000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@JoshBobrowsky Ahmed doesn’t operate by consensus. \n\nConsensus doesn’t drive returns","in_reply_to_user_id_str":"308245858","in_reply_to_status_id_str":"1981112675888484835","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":67,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981174845065814053","view_count":9186,"bookmark_count":33,"created_at":1761183866000,"favorite_count":132,"quote_count":0,"reply_count":9,"retweet_count":4,"user_id_str":"1591912442770112514","conversation_id_str":"1981174845065814053","full_text":"A founder I really admire, a very successful one running a growth stage company, texted me recently, thanking me for inspiring him to chase capital from family offices.\n\nThat meant a lot. I come from nothing. No handouts. Just hard work.\n\nTo have built an audience & have founders, from those just starting out to those running growth stage companies, reach out saying my tweets or advice helped them. that means alot.\n\nI’ve been burned by VCs. Early on I was advised during pitches to “stop telling my story.” I watched investors preach about backing the next \"Jobs in a garage\" while funding founders with little substance burn through hundreds of millions of dollars with little consequences. It discourages a whole generation of founders from even trying.\n\nTo know I’ve inspired even one founder to keep going, that’s a legacy worth fighting for. That’s why I wake up every day to beat the odds of success and prove that you can build something great even when everyone tells you you’re wrong. \n\nThank you to everyone who’s supported us so far. We’ve got some incredible things in the works that we can’t wait to share with you soon.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981354861120614778","quoted_status_permalink":{"url":"https://t.co/Xy0jjvPjat","expanded":"https://twitter.com/arram/status/1981354861120614778","display":"x.com/arram/status/1…"},"retweeted":false,"fact_check":null,"id":"1981366035493376334","view_count":5160,"bookmark_count":5,"created_at":1761229449000,"favorite_count":45,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1591912442770112514","conversation_id_str":"1981366035493376334","full_text":"Dunking on venture?\n\nJobs, Ellison, Gates, the greats of our time didn’t announce rounds excessively.\n\nThey built credibility with their product, revenue, and vision.\n\nSomewhere along the way, startups turned into a popularity contests. \"Play the game or get left behind\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981372822623834273","view_count":5998,"bookmark_count":27,"created_at":1761231067000,"favorite_count":84,"quote_count":1,"reply_count":4,"retweet_count":3,"user_id_str":"1591912442770112514","conversation_id_str":"1981372822623834273","full_text":"An existing investor asked me yesterday, \n\n“What do you need to get really good at to succeed?”\n\nMy answer....\n\n\"balance sheet management.\"\n\nWe build and operate our own vehicles. A fleet of 18 Lumina dozers = $13M of venture capital locked into hard assets.\n\nThats $13m of highly dilutive capital. \n\nDeep tech isn’t like software, your capital sits in machines, not code.\n\nTo win, we need to master \"recycling capital\"\n\nBuild the product→ generate revenue → refinance assets with debt → redeploy capital → repeat the cycle.\n\nThe faster we compress that cycle, the faster we can free up capital to reinvest into growth and the less we rely on endless rounds of dilution.\n\nThat’s our plan.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981417123294417036","view_count":78,"bookmark_count":0,"created_at":1761241629000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981417123294417036","full_text":"I was grabbing lunch with one of our incredible shareholders yesterday, and he said:\n\n“Ahmed, it’s almost like investors are treating you as if you didn’t just build a vehicle. As if the tech didn’t matter.”\n\nHe’s right. But my response was simple:\n\n“It is what it is. I'll keep my head down and keep working”\n\nI’ve learned that investors will always move the goalpost, asking you de risk every step until there’s nothing left to prove. \n\nThe Valley runs on fear and FOMO. Investors fear a company that’s profitable and growing fast because it breaks their model. Their job is to deploy capital to generate returns, not watch a founder win without them. They need you to take their money. But their hungry, they need the unit economics to work in their favor(ie: less risk).\n\nOut of 225,000 startups founded in the past 20 years, only 1,200 became unicorns, and most still haven’t returned capital to shareholders. There are only so many truly exceptional companies that move the needle.\n\nIf you’re overlooked or dismissed as a founder, the only way forward is simple: be profitable and grow quickly without them. That’s when you earn the right to choose who sits on your cap table & who doesn't. Thats how you align yourself with shareholders who respect the work your doing on a daily basis. \n\nMany investors have underestimated what we’ve built. \n\nMy job now is to flip the script and execute without them. \n\n\"Which we have.........More to announce soon.\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,178],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981460838432321641","quoted_status_permalink":{"url":"https://t.co/cAvURAApBa","expanded":"https://twitter.com/alexisxrivas/status/1981460838432321641","display":"x.com/alexisxrivas/s…"},"retweeted":false,"fact_check":null,"id":"1981462465847189974","view_count":3756,"bookmark_count":2,"created_at":1761252440000,"favorite_count":29,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1591912442770112514","conversation_id_str":"1981462465847189974","full_text":"Isn’t this announcement better than a fundraise post. \n\nCover continues to do incredible things for the community. Incredible watching you Alexis help people rebuild their lives.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,70],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18205337","name":"mark erdmann","screen_name":"markerdmann","indices":[0,12]},{"id_str":"5943622","name":"Marc Andreessen 🇺🇸","screen_name":"pmarca","indices":[13,20]}]},"favorited":false,"in_reply_to_screen_name":"markerdmann","lang":"en","retweeted":false,"fact_check":null,"id":"1981373418231484721","view_count":575,"bookmark_count":0,"created_at":1761231209000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@markerdmann @pmarca I like marc & ben, \n\ngreat firm, great values","in_reply_to_user_id_str":"18205337","in_reply_to_status_id_str":"1981372425150615603","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,41],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"36080123","name":"Emrah","screen_name":"emrahdma","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"emrahdma","lang":"en","retweeted":false,"fact_check":null,"id":"1981361201985601877","view_count":263,"bookmark_count":0,"created_at":1761228297000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@emrahdma I've raised a few them actually","in_reply_to_user_id_str":"36080123","in_reply_to_status_id_str":"1981360179091300840","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,127],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20823","name":"Nash","screen_name":"Nash","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"Nash","lang":"en","retweeted":false,"fact_check":null,"id":"1981366841432756293","view_count":340,"bookmark_count":0,"created_at":1761229641000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@Nash I get a lot of clicks on Lumina, without announcing every round.\n\nThe product and traction drives most of our engagement.","in_reply_to_user_id_str":"20823","in_reply_to_status_id_str":"1981336029413199932","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1031926778","name":"Misak Ghazaryan","screen_name":"misakghazaryan","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"misakghazaryan","lang":"en","retweeted":false,"fact_check":null,"id":"1981175021612781719","view_count":323,"bookmark_count":0,"created_at":1761183908000,"favorite_count":7,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@misakghazaryan peacock with your product\npeacock with your revenue","in_reply_to_user_id_str":"1031926778","in_reply_to_status_id_str":"1981157320278364203","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":0,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,189],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/MeIE9YhkvH","expanded_url":"https://x.com/ahmedshubber25/status/1981753547373834615/photo/1","id_str":"1981753204103671808","indices":[190,213],"media_key":"3_1981753204103671808","media_url_https":"https://pbs.twimg.com/media/G4CaChMXcAAQ-q8.jpg","type":"photo","url":"https://t.co/MeIE9YhkvH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":990,"w":1892,"resize":"fit"},"medium":{"h":628,"w":1200,"resize":"fit"},"small":{"h":356,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":990,"width":1892,"focus_rects":[{"x":0,"y":0,"w":1768,"h":990},{"x":0,"y":0,"w":990,"h":990},{"x":0,"y":0,"w":868,"h":990},{"x":0,"y":0,"w":495,"h":990},{"x":0,"y":0,"w":1892,"h":990}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981753204103671808"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/MeIE9YhkvH","expanded_url":"https://x.com/ahmedshubber25/status/1981753547373834615/photo/1","id_str":"1981753204103671808","indices":[190,213],"media_key":"3_1981753204103671808","media_url_https":"https://pbs.twimg.com/media/G4CaChMXcAAQ-q8.jpg","type":"photo","url":"https://t.co/MeIE9YhkvH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":990,"w":1892,"resize":"fit"},"medium":{"h":628,"w":1200,"resize":"fit"},"small":{"h":356,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":990,"width":1892,"focus_rects":[{"x":0,"y":0,"w":1768,"h":990},{"x":0,"y":0,"w":990,"h":990},{"x":0,"y":0,"w":868,"h":990},{"x":0,"y":0,"w":495,"h":990},{"x":0,"y":0,"w":1892,"h":990}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981753204103671808"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981753547373834615","view_count":65,"bookmark_count":0,"created_at":1761321839000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981753547373834615","full_text":"Cross-section of our in-house power distribution system. The work here by the team is incredible.\n\nThere’s no “off-the-shelf” Amazon catalog for 40-ton electric dozers \n\nSo we're making one https://t.co/MeIE9YhkvH","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":39,"startTime":1761350400000,"endTime":1761436800000,"tweets":[{"bookmarked":false,"display_text_range":[0,250],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982150905261682767","view_count":10954,"bookmark_count":11,"created_at":1761416577000,"favorite_count":79,"quote_count":3,"reply_count":1,"retweet_count":2,"user_id_str":"1591912442770112514","conversation_id_str":"1982150905261682767","full_text":"One of my favorite investors once told me:\n\n“Ahmed, all that pain you’re going through, all those problems you’re solving, that’s your moat. No one’s gonna catch up to us. They’ll quit the moment things get tough.”\n\nMoney isn’t a moat. 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I know exactly how those businesses are performing\n\nIf you saw the data our team sees, you wouldn’t bet against Lumina\n\nMore announcements coming next month","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982159020182933597","view_count":17,"bookmark_count":0,"created_at":1761418511000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1982159020182933597","full_text":"What keeps me up at night is “capital allocation”\n\nAs a founder, you’re default wired to “spend on growth”, R&D, sales, marketing, engineering, whatever drives momentum to raise the next round. But as your company matures and becomes profitable, the real challenge becomes maximizing return on invested capital.\n\nEvery dollar has to earn its keep.\nIs it best spent on marketing, sales, engineering, M&A, or recruitment? There’s no perfect formula & every business has its own equation for success. It’s my job to find our formula. \n\nVenture capital can accelerate growth, but it always comes with strings attached.\n\nSo that’s what keeps me up at night: how to wake up every day and allocate every single dollar to generate the greatest possible return, for our employees, shareholders, and society as a whole. \n\nBecause if I ever fall into the trap of burning cash or over-allocating capital in one area of the business, all this work would have been for nothing. 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Lumina takes most of my time.\n\nBut when I do, it’s to share something worth learning, about building, leading, or running Lumina","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,84],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"308245858","name":"Josh Bobrowsky","screen_name":"JoshBobrowsky","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"JoshBobrowsky","lang":"en","retweeted":false,"fact_check":null,"id":"1981112962275299524","view_count":538,"bookmark_count":0,"created_at":1761169112000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@JoshBobrowsky Ahmed doesn’t operate by consensus. \n\nConsensus doesn’t drive returns","in_reply_to_user_id_str":"308245858","in_reply_to_status_id_str":"1981112675888484835","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":9,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981174845065814053","view_count":9186,"bookmark_count":33,"created_at":1761183866000,"favorite_count":132,"quote_count":0,"reply_count":9,"retweet_count":4,"user_id_str":"1591912442770112514","conversation_id_str":"1981174845065814053","full_text":"A founder I really admire, a very successful one running a growth stage company, texted me recently, thanking me for inspiring him to chase capital from family offices.\n\nThat meant a lot. I come from nothing. No handouts. Just hard work.\n\nTo have built an audience & have founders, from those just starting out to those running growth stage companies, reach out saying my tweets or advice helped them. that means alot.\n\nI’ve been burned by VCs. Early on I was advised during pitches to “stop telling my story.” I watched investors preach about backing the next \"Jobs in a garage\" while funding founders with little substance burn through hundreds of millions of dollars with little consequences. It discourages a whole generation of founders from even trying.\n\nTo know I’ve inspired even one founder to keep going, that’s a legacy worth fighting for. That’s why I wake up every day to beat the odds of success and prove that you can build something great even when everyone tells you you’re wrong. \n\nThank you to everyone who’s supported us so far. We’ve got some incredible things in the works that we can’t wait to share with you soon.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981354861120614778","quoted_status_permalink":{"url":"https://t.co/Xy0jjvPjat","expanded":"https://twitter.com/arram/status/1981354861120614778","display":"x.com/arram/status/1…"},"retweeted":false,"fact_check":null,"id":"1981366035493376334","view_count":5160,"bookmark_count":5,"created_at":1761229449000,"favorite_count":45,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1591912442770112514","conversation_id_str":"1981366035493376334","full_text":"Dunking on venture?\n\nJobs, Ellison, Gates, the greats of our time didn’t announce rounds excessively.\n\nThey built credibility with their product, revenue, and vision.\n\nSomewhere along the way, startups turned into a popularity contests. \"Play the game or get left behind\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981372822623834273","view_count":5998,"bookmark_count":27,"created_at":1761231067000,"favorite_count":84,"quote_count":1,"reply_count":4,"retweet_count":3,"user_id_str":"1591912442770112514","conversation_id_str":"1981372822623834273","full_text":"An existing investor asked me yesterday, \n\n“What do you need to get really good at to succeed?”\n\nMy answer....\n\n\"balance sheet management.\"\n\nWe build and operate our own vehicles. A fleet of 18 Lumina dozers = $13M of venture capital locked into hard assets.\n\nThats $13m of highly dilutive capital. \n\nDeep tech isn’t like software, your capital sits in machines, not code.\n\nTo win, we need to master \"recycling capital\"\n\nBuild the product→ generate revenue → refinance assets with debt → redeploy capital → repeat the cycle.\n\nThe faster we compress that cycle, the faster we can free up capital to reinvest into growth and the less we rely on endless rounds of dilution.\n\nThat’s our plan.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981417123294417036","view_count":78,"bookmark_count":0,"created_at":1761241629000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981417123294417036","full_text":"I was grabbing lunch with one of our incredible shareholders yesterday, and he said:\n\n“Ahmed, it’s almost like investors are treating you as if you didn’t just build a vehicle. As if the tech didn’t matter.”\n\nHe’s right. But my response was simple:\n\n“It is what it is. I'll keep my head down and keep working”\n\nI’ve learned that investors will always move the goalpost, asking you de risk every step until there’s nothing left to prove. \n\nThe Valley runs on fear and FOMO. Investors fear a company that’s profitable and growing fast because it breaks their model. Their job is to deploy capital to generate returns, not watch a founder win without them. They need you to take their money. But their hungry, they need the unit economics to work in their favor(ie: less risk).\n\nOut of 225,000 startups founded in the past 20 years, only 1,200 became unicorns, and most still haven’t returned capital to shareholders. There are only so many truly exceptional companies that move the needle.\n\nIf you’re overlooked or dismissed as a founder, the only way forward is simple: be profitable and grow quickly without them. That’s when you earn the right to choose who sits on your cap table & who doesn't. Thats how you align yourself with shareholders who respect the work your doing on a daily basis. \n\nMany investors have underestimated what we’ve built. \n\nMy job now is to flip the script and execute without them. \n\n\"Which we have.........More to announce soon.\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,178],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981460838432321641","quoted_status_permalink":{"url":"https://t.co/cAvURAApBa","expanded":"https://twitter.com/alexisxrivas/status/1981460838432321641","display":"x.com/alexisxrivas/s…"},"retweeted":false,"fact_check":null,"id":"1981462465847189974","view_count":3756,"bookmark_count":2,"created_at":1761252440000,"favorite_count":29,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1591912442770112514","conversation_id_str":"1981462465847189974","full_text":"Isn’t this announcement better than a fundraise post. \n\nCover continues to do incredible things for the community. Incredible watching you Alexis help people rebuild their lives.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,70],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18205337","name":"mark erdmann","screen_name":"markerdmann","indices":[0,12]},{"id_str":"5943622","name":"Marc Andreessen 🇺🇸","screen_name":"pmarca","indices":[13,20]}]},"favorited":false,"in_reply_to_screen_name":"markerdmann","lang":"en","retweeted":false,"fact_check":null,"id":"1981373418231484721","view_count":575,"bookmark_count":0,"created_at":1761231209000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@markerdmann @pmarca I like marc & ben, \n\ngreat firm, great values","in_reply_to_user_id_str":"18205337","in_reply_to_status_id_str":"1981372425150615603","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,41],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"36080123","name":"Emrah","screen_name":"emrahdma","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"emrahdma","lang":"en","retweeted":false,"fact_check":null,"id":"1981361201985601877","view_count":263,"bookmark_count":0,"created_at":1761228297000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@emrahdma I've raised a few them actually","in_reply_to_user_id_str":"36080123","in_reply_to_status_id_str":"1981360179091300840","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,127],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20823","name":"Nash","screen_name":"Nash","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"Nash","lang":"en","retweeted":false,"fact_check":null,"id":"1981366841432756293","view_count":340,"bookmark_count":0,"created_at":1761229641000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@Nash I get a lot of clicks on Lumina, without announcing every round.\n\nThe product and traction drives most of our engagement.","in_reply_to_user_id_str":"20823","in_reply_to_status_id_str":"1981336029413199932","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1031926778","name":"Misak Ghazaryan","screen_name":"misakghazaryan","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"misakghazaryan","lang":"en","retweeted":false,"fact_check":null,"id":"1981175021612781719","view_count":323,"bookmark_count":0,"created_at":1761183908000,"favorite_count":7,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@misakghazaryan peacock with your product\npeacock with your revenue","in_reply_to_user_id_str":"1031926778","in_reply_to_status_id_str":"1981157320278364203","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":0,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,189],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/MeIE9YhkvH","expanded_url":"https://x.com/ahmedshubber25/status/1981753547373834615/photo/1","id_str":"1981753204103671808","indices":[190,213],"media_key":"3_1981753204103671808","media_url_https":"https://pbs.twimg.com/media/G4CaChMXcAAQ-q8.jpg","type":"photo","url":"https://t.co/MeIE9YhkvH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":990,"w":1892,"resize":"fit"},"medium":{"h":628,"w":1200,"resize":"fit"},"small":{"h":356,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":990,"width":1892,"focus_rects":[{"x":0,"y":0,"w":1768,"h":990},{"x":0,"y":0,"w":990,"h":990},{"x":0,"y":0,"w":868,"h":990},{"x":0,"y":0,"w":495,"h":990},{"x":0,"y":0,"w":1892,"h":990}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981753204103671808"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/MeIE9YhkvH","expanded_url":"https://x.com/ahmedshubber25/status/1981753547373834615/photo/1","id_str":"1981753204103671808","indices":[190,213],"media_key":"3_1981753204103671808","media_url_https":"https://pbs.twimg.com/media/G4CaChMXcAAQ-q8.jpg","type":"photo","url":"https://t.co/MeIE9YhkvH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":990,"w":1892,"resize":"fit"},"medium":{"h":628,"w":1200,"resize":"fit"},"small":{"h":356,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":990,"width":1892,"focus_rects":[{"x":0,"y":0,"w":1768,"h":990},{"x":0,"y":0,"w":990,"h":990},{"x":0,"y":0,"w":868,"h":990},{"x":0,"y":0,"w":495,"h":990},{"x":0,"y":0,"w":1892,"h":990}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981753204103671808"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981753547373834615","view_count":65,"bookmark_count":0,"created_at":1761321839000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981753547373834615","full_text":"Cross-section of our in-house power distribution system. The work here by the team is incredible.\n\nThere’s no “off-the-shelf” Amazon catalog for 40-ton electric dozers \n\nSo we're making one https://t.co/MeIE9YhkvH","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":7,"startTime":1761350400000,"endTime":1761436800000,"tweets":[{"bookmarked":false,"display_text_range":[0,250],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982150905261682767","view_count":10954,"bookmark_count":11,"created_at":1761416577000,"favorite_count":79,"quote_count":3,"reply_count":1,"retweet_count":2,"user_id_str":"1591912442770112514","conversation_id_str":"1982150905261682767","full_text":"One of my favorite investors once told me:\n\n“Ahmed, all that pain you’re going through, all those problems you’re solving, that’s your moat. No one’s gonna catch up to us. They’ll quit the moment things get tough.”\n\nMoney isn’t a moat. Resilience is.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1982150905261682767","quoted_status_permalink":{"url":"https://t.co/YDbiJZJWEx","expanded":"https://twitter.com/ahmedshubber25/status/1982150905261682767","display":"x.com/ahmedshubber25…"},"retweeted":false,"fact_check":null,"id":"1982154962076344592","view_count":9047,"bookmark_count":17,"created_at":1761417544000,"favorite_count":48,"quote_count":1,"reply_count":2,"retweet_count":2,"user_id_str":"1591912442770112514","conversation_id_str":"1982154962076344592","full_text":"I know exactly where Bedrock Robotics, Built Robotics, SafeAI, teleo and the rest stand\n\nI’ve spoken to their customers. I know exactly how those businesses are performing\n\nIf you saw the data our team sees, you wouldn’t bet against Lumina\n\nMore announcements coming next month","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982159020182933597","view_count":17,"bookmark_count":0,"created_at":1761418511000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1982159020182933597","full_text":"What keeps me up at night is “capital allocation”\n\nAs a founder, you’re default wired to “spend on growth”, R&D, sales, marketing, engineering, whatever drives momentum to raise the next round. But as your company matures and becomes profitable, the real challenge becomes maximizing return on invested capital.\n\nEvery dollar has to earn its keep.\nIs it best spent on marketing, sales, engineering, M&A, or recruitment? There’s no perfect formula & every business has its own equation for success. It’s my job to find our formula. \n\nVenture capital can accelerate growth, but it always comes with strings attached.\n\nSo that’s what keeps me up at night: how to wake up every day and allocate every single dollar to generate the greatest possible return, for our employees, shareholders, and society as a whole. \n\nBecause if I ever fall into the trap of burning cash or over-allocating capital in one area of the business, all this work would have been for nothing. 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Lumina takes most of my time.\n\nBut when I do, it’s to share something worth learning, about building, leading, or running Lumina","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,84],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"308245858","name":"Josh Bobrowsky","screen_name":"JoshBobrowsky","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"JoshBobrowsky","lang":"en","retweeted":false,"fact_check":null,"id":"1981112962275299524","view_count":538,"bookmark_count":0,"created_at":1761169112000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@JoshBobrowsky Ahmed doesn’t operate by consensus. \n\nConsensus doesn’t drive returns","in_reply_to_user_id_str":"308245858","in_reply_to_status_id_str":"1981112675888484835","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":300,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981174845065814053","view_count":9186,"bookmark_count":33,"created_at":1761183866000,"favorite_count":132,"quote_count":0,"reply_count":9,"retweet_count":4,"user_id_str":"1591912442770112514","conversation_id_str":"1981174845065814053","full_text":"A founder I really admire, a very successful one running a growth stage company, texted me recently, thanking me for inspiring him to chase capital from family offices.\n\nThat meant a lot. I come from nothing. No handouts. Just hard work.\n\nTo have built an audience & have founders, from those just starting out to those running growth stage companies, reach out saying my tweets or advice helped them. that means alot.\n\nI’ve been burned by VCs. Early on I was advised during pitches to “stop telling my story.” I watched investors preach about backing the next \"Jobs in a garage\" while funding founders with little substance burn through hundreds of millions of dollars with little consequences. It discourages a whole generation of founders from even trying.\n\nTo know I’ve inspired even one founder to keep going, that’s a legacy worth fighting for. That’s why I wake up every day to beat the odds of success and prove that you can build something great even when everyone tells you you’re wrong. \n\nThank you to everyone who’s supported us so far. We’ve got some incredible things in the works that we can’t wait to share with you soon.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981354861120614778","quoted_status_permalink":{"url":"https://t.co/Xy0jjvPjat","expanded":"https://twitter.com/arram/status/1981354861120614778","display":"x.com/arram/status/1…"},"retweeted":false,"fact_check":null,"id":"1981366035493376334","view_count":5160,"bookmark_count":5,"created_at":1761229449000,"favorite_count":45,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1591912442770112514","conversation_id_str":"1981366035493376334","full_text":"Dunking on venture?\n\nJobs, Ellison, Gates, the greats of our time didn’t announce rounds excessively.\n\nThey built credibility with their product, revenue, and vision.\n\nSomewhere along the way, startups turned into a popularity contests. \"Play the game or get left behind\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981372822623834273","view_count":5998,"bookmark_count":27,"created_at":1761231067000,"favorite_count":84,"quote_count":1,"reply_count":4,"retweet_count":3,"user_id_str":"1591912442770112514","conversation_id_str":"1981372822623834273","full_text":"An existing investor asked me yesterday, \n\n“What do you need to get really good at to succeed?”\n\nMy answer....\n\n\"balance sheet management.\"\n\nWe build and operate our own vehicles. A fleet of 18 Lumina dozers = $13M of venture capital locked into hard assets.\n\nThats $13m of highly dilutive capital. \n\nDeep tech isn’t like software, your capital sits in machines, not code.\n\nTo win, we need to master \"recycling capital\"\n\nBuild the product→ generate revenue → refinance assets with debt → redeploy capital → repeat the cycle.\n\nThe faster we compress that cycle, the faster we can free up capital to reinvest into growth and the less we rely on endless rounds of dilution.\n\nThat’s our plan.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981417123294417036","view_count":78,"bookmark_count":0,"created_at":1761241629000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981417123294417036","full_text":"I was grabbing lunch with one of our incredible shareholders yesterday, and he said:\n\n“Ahmed, it’s almost like investors are treating you as if you didn’t just build a vehicle. As if the tech didn’t matter.”\n\nHe’s right. But my response was simple:\n\n“It is what it is. I'll keep my head down and keep working”\n\nI’ve learned that investors will always move the goalpost, asking you de risk every step until there’s nothing left to prove. \n\nThe Valley runs on fear and FOMO. Investors fear a company that’s profitable and growing fast because it breaks their model. Their job is to deploy capital to generate returns, not watch a founder win without them. They need you to take their money. But their hungry, they need the unit economics to work in their favor(ie: less risk).\n\nOut of 225,000 startups founded in the past 20 years, only 1,200 became unicorns, and most still haven’t returned capital to shareholders. There are only so many truly exceptional companies that move the needle.\n\nIf you’re overlooked or dismissed as a founder, the only way forward is simple: be profitable and grow quickly without them. That’s when you earn the right to choose who sits on your cap table & who doesn't. Thats how you align yourself with shareholders who respect the work your doing on a daily basis. \n\nMany investors have underestimated what we’ve built. \n\nMy job now is to flip the script and execute without them. \n\n\"Which we have.........More to announce soon.\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,178],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981460838432321641","quoted_status_permalink":{"url":"https://t.co/cAvURAApBa","expanded":"https://twitter.com/alexisxrivas/status/1981460838432321641","display":"x.com/alexisxrivas/s…"},"retweeted":false,"fact_check":null,"id":"1981462465847189974","view_count":3756,"bookmark_count":2,"created_at":1761252440000,"favorite_count":29,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1591912442770112514","conversation_id_str":"1981462465847189974","full_text":"Isn’t this announcement better than a fundraise post. \n\nCover continues to do incredible things for the community. Incredible watching you Alexis help people rebuild their lives.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,70],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18205337","name":"mark erdmann","screen_name":"markerdmann","indices":[0,12]},{"id_str":"5943622","name":"Marc Andreessen 🇺🇸","screen_name":"pmarca","indices":[13,20]}]},"favorited":false,"in_reply_to_screen_name":"markerdmann","lang":"en","retweeted":false,"fact_check":null,"id":"1981373418231484721","view_count":575,"bookmark_count":0,"created_at":1761231209000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@markerdmann @pmarca I like marc & ben, \n\ngreat firm, great values","in_reply_to_user_id_str":"18205337","in_reply_to_status_id_str":"1981372425150615603","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,41],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"36080123","name":"Emrah","screen_name":"emrahdma","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"emrahdma","lang":"en","retweeted":false,"fact_check":null,"id":"1981361201985601877","view_count":263,"bookmark_count":0,"created_at":1761228297000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@emrahdma I've raised a few them actually","in_reply_to_user_id_str":"36080123","in_reply_to_status_id_str":"1981360179091300840","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,127],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20823","name":"Nash","screen_name":"Nash","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"Nash","lang":"en","retweeted":false,"fact_check":null,"id":"1981366841432756293","view_count":340,"bookmark_count":0,"created_at":1761229641000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@Nash I get a lot of clicks on Lumina, without announcing every round.\n\nThe product and traction drives most of our engagement.","in_reply_to_user_id_str":"20823","in_reply_to_status_id_str":"1981336029413199932","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1031926778","name":"Misak Ghazaryan","screen_name":"misakghazaryan","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"misakghazaryan","lang":"en","retweeted":false,"fact_check":null,"id":"1981175021612781719","view_count":323,"bookmark_count":0,"created_at":1761183908000,"favorite_count":7,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@misakghazaryan peacock with your product\npeacock with your revenue","in_reply_to_user_id_str":"1031926778","in_reply_to_status_id_str":"1981157320278364203","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":1,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,189],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/MeIE9YhkvH","expanded_url":"https://x.com/ahmedshubber25/status/1981753547373834615/photo/1","id_str":"1981753204103671808","indices":[190,213],"media_key":"3_1981753204103671808","media_url_https":"https://pbs.twimg.com/media/G4CaChMXcAAQ-q8.jpg","type":"photo","url":"https://t.co/MeIE9YhkvH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":990,"w":1892,"resize":"fit"},"medium":{"h":628,"w":1200,"resize":"fit"},"small":{"h":356,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":990,"width":1892,"focus_rects":[{"x":0,"y":0,"w":1768,"h":990},{"x":0,"y":0,"w":990,"h":990},{"x":0,"y":0,"w":868,"h":990},{"x":0,"y":0,"w":495,"h":990},{"x":0,"y":0,"w":1892,"h":990}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981753204103671808"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/MeIE9YhkvH","expanded_url":"https://x.com/ahmedshubber25/status/1981753547373834615/photo/1","id_str":"1981753204103671808","indices":[190,213],"media_key":"3_1981753204103671808","media_url_https":"https://pbs.twimg.com/media/G4CaChMXcAAQ-q8.jpg","type":"photo","url":"https://t.co/MeIE9YhkvH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":990,"w":1892,"resize":"fit"},"medium":{"h":628,"w":1200,"resize":"fit"},"small":{"h":356,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":990,"width":1892,"focus_rects":[{"x":0,"y":0,"w":1768,"h":990},{"x":0,"y":0,"w":990,"h":990},{"x":0,"y":0,"w":868,"h":990},{"x":0,"y":0,"w":495,"h":990},{"x":0,"y":0,"w":1892,"h":990}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981753204103671808"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981753547373834615","view_count":65,"bookmark_count":0,"created_at":1761321839000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981753547373834615","full_text":"Cross-section of our in-house power distribution system. The work here by the team is incredible.\n\nThere’s no “off-the-shelf” Amazon catalog for 40-ton electric dozers \n\nSo we're making one https://t.co/MeIE9YhkvH","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":169,"startTime":1761350400000,"endTime":1761436800000,"tweets":[{"bookmarked":false,"display_text_range":[0,250],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982150905261682767","view_count":10954,"bookmark_count":11,"created_at":1761416577000,"favorite_count":79,"quote_count":3,"reply_count":1,"retweet_count":2,"user_id_str":"1591912442770112514","conversation_id_str":"1982150905261682767","full_text":"One of my favorite investors once told me:\n\n“Ahmed, all that pain you’re going through, all those problems you’re solving, that’s your moat. No one’s gonna catch up to us. They’ll quit the moment things get tough.”\n\nMoney isn’t a moat. 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I know exactly how those businesses are performing\n\nIf you saw the data our team sees, you wouldn’t bet against Lumina\n\nMore announcements coming next month","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982159020182933597","view_count":17,"bookmark_count":0,"created_at":1761418511000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1982159020182933597","full_text":"What keeps me up at night is “capital allocation”\n\nAs a founder, you’re default wired to “spend on growth”, R&D, sales, marketing, engineering, whatever drives momentum to raise the next round. But as your company matures and becomes profitable, the real challenge becomes maximizing return on invested capital.\n\nEvery dollar has to earn its keep.\nIs it best spent on marketing, sales, engineering, M&A, or recruitment? There’s no perfect formula & every business has its own equation for success. It’s my job to find our formula. \n\nVenture capital can accelerate growth, but it always comes with strings attached.\n\nSo that’s what keeps me up at night: how to wake up every day and allocate every single dollar to generate the greatest possible return, for our employees, shareholders, and society as a whole. \n\nBecause if I ever fall into the trap of burning cash or over-allocating capital in one area of the business, all this work would have been for nothing. 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Lumina takes most of my time.\n\nBut when I do, it’s to share something worth learning, about building, leading, or running Lumina","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,84],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"308245858","name":"Josh Bobrowsky","screen_name":"JoshBobrowsky","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"JoshBobrowsky","lang":"en","retweeted":false,"fact_check":null,"id":"1981112962275299524","view_count":538,"bookmark_count":0,"created_at":1761169112000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@JoshBobrowsky Ahmed doesn’t operate by consensus. \n\nConsensus doesn’t drive returns","in_reply_to_user_id_str":"308245858","in_reply_to_status_id_str":"1981112675888484835","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":25679,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981174845065814053","view_count":9186,"bookmark_count":33,"created_at":1761183866000,"favorite_count":132,"quote_count":0,"reply_count":9,"retweet_count":4,"user_id_str":"1591912442770112514","conversation_id_str":"1981174845065814053","full_text":"A founder I really admire, a very successful one running a growth stage company, texted me recently, thanking me for inspiring him to chase capital from family offices.\n\nThat meant a lot. I come from nothing. No handouts. Just hard work.\n\nTo have built an audience & have founders, from those just starting out to those running growth stage companies, reach out saying my tweets or advice helped them. that means alot.\n\nI’ve been burned by VCs. Early on I was advised during pitches to “stop telling my story.” I watched investors preach about backing the next \"Jobs in a garage\" while funding founders with little substance burn through hundreds of millions of dollars with little consequences. It discourages a whole generation of founders from even trying.\n\nTo know I’ve inspired even one founder to keep going, that’s a legacy worth fighting for. That’s why I wake up every day to beat the odds of success and prove that you can build something great even when everyone tells you you’re wrong. \n\nThank you to everyone who’s supported us so far. We’ve got some incredible things in the works that we can’t wait to share with you soon.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981354861120614778","quoted_status_permalink":{"url":"https://t.co/Xy0jjvPjat","expanded":"https://twitter.com/arram/status/1981354861120614778","display":"x.com/arram/status/1…"},"retweeted":false,"fact_check":null,"id":"1981366035493376334","view_count":5160,"bookmark_count":5,"created_at":1761229449000,"favorite_count":45,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1591912442770112514","conversation_id_str":"1981366035493376334","full_text":"Dunking on venture?\n\nJobs, Ellison, Gates, the greats of our time didn’t announce rounds excessively.\n\nThey built credibility with their product, revenue, and vision.\n\nSomewhere along the way, startups turned into a popularity contests. \"Play the game or get left behind\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981372822623834273","view_count":5998,"bookmark_count":27,"created_at":1761231067000,"favorite_count":84,"quote_count":1,"reply_count":4,"retweet_count":3,"user_id_str":"1591912442770112514","conversation_id_str":"1981372822623834273","full_text":"An existing investor asked me yesterday, \n\n“What do you need to get really good at to succeed?”\n\nMy answer....\n\n\"balance sheet management.\"\n\nWe build and operate our own vehicles. A fleet of 18 Lumina dozers = $13M of venture capital locked into hard assets.\n\nThats $13m of highly dilutive capital. \n\nDeep tech isn’t like software, your capital sits in machines, not code.\n\nTo win, we need to master \"recycling capital\"\n\nBuild the product→ generate revenue → refinance assets with debt → redeploy capital → repeat the cycle.\n\nThe faster we compress that cycle, the faster we can free up capital to reinvest into growth and the less we rely on endless rounds of dilution.\n\nThat’s our plan.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981417123294417036","view_count":78,"bookmark_count":0,"created_at":1761241629000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981417123294417036","full_text":"I was grabbing lunch with one of our incredible shareholders yesterday, and he said:\n\n“Ahmed, it’s almost like investors are treating you as if you didn’t just build a vehicle. As if the tech didn’t matter.”\n\nHe’s right. But my response was simple:\n\n“It is what it is. I'll keep my head down and keep working”\n\nI’ve learned that investors will always move the goalpost, asking you de risk every step until there’s nothing left to prove. \n\nThe Valley runs on fear and FOMO. Investors fear a company that’s profitable and growing fast because it breaks their model. Their job is to deploy capital to generate returns, not watch a founder win without them. They need you to take their money. But their hungry, they need the unit economics to work in their favor(ie: less risk).\n\nOut of 225,000 startups founded in the past 20 years, only 1,200 became unicorns, and most still haven’t returned capital to shareholders. There are only so many truly exceptional companies that move the needle.\n\nIf you’re overlooked or dismissed as a founder, the only way forward is simple: be profitable and grow quickly without them. That’s when you earn the right to choose who sits on your cap table & who doesn't. Thats how you align yourself with shareholders who respect the work your doing on a daily basis. \n\nMany investors have underestimated what we’ve built. \n\nMy job now is to flip the script and execute without them. \n\n\"Which we have.........More to announce soon.\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,178],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981460838432321641","quoted_status_permalink":{"url":"https://t.co/cAvURAApBa","expanded":"https://twitter.com/alexisxrivas/status/1981460838432321641","display":"x.com/alexisxrivas/s…"},"retweeted":false,"fact_check":null,"id":"1981462465847189974","view_count":3756,"bookmark_count":2,"created_at":1761252440000,"favorite_count":29,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1591912442770112514","conversation_id_str":"1981462465847189974","full_text":"Isn’t this announcement better than a fundraise post. \n\nCover continues to do incredible things for the community. Incredible watching you Alexis help people rebuild their lives.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,70],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18205337","name":"mark erdmann","screen_name":"markerdmann","indices":[0,12]},{"id_str":"5943622","name":"Marc Andreessen 🇺🇸","screen_name":"pmarca","indices":[13,20]}]},"favorited":false,"in_reply_to_screen_name":"markerdmann","lang":"en","retweeted":false,"fact_check":null,"id":"1981373418231484721","view_count":575,"bookmark_count":0,"created_at":1761231209000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@markerdmann @pmarca I like marc & ben, \n\ngreat firm, great values","in_reply_to_user_id_str":"18205337","in_reply_to_status_id_str":"1981372425150615603","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,41],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"36080123","name":"Emrah","screen_name":"emrahdma","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"emrahdma","lang":"en","retweeted":false,"fact_check":null,"id":"1981361201985601877","view_count":263,"bookmark_count":0,"created_at":1761228297000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@emrahdma I've raised a few them actually","in_reply_to_user_id_str":"36080123","in_reply_to_status_id_str":"1981360179091300840","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,127],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20823","name":"Nash","screen_name":"Nash","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"Nash","lang":"en","retweeted":false,"fact_check":null,"id":"1981366841432756293","view_count":340,"bookmark_count":0,"created_at":1761229641000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@Nash I get a lot of clicks on Lumina, without announcing every round.\n\nThe product and traction drives most of our engagement.","in_reply_to_user_id_str":"20823","in_reply_to_status_id_str":"1981336029413199932","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1031926778","name":"Misak Ghazaryan","screen_name":"misakghazaryan","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"misakghazaryan","lang":"en","retweeted":false,"fact_check":null,"id":"1981175021612781719","view_count":323,"bookmark_count":0,"created_at":1761183908000,"favorite_count":7,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@misakghazaryan peacock with your product\npeacock with your revenue","in_reply_to_user_id_str":"1031926778","in_reply_to_status_id_str":"1981157320278364203","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":65,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,189],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/MeIE9YhkvH","expanded_url":"https://x.com/ahmedshubber25/status/1981753547373834615/photo/1","id_str":"1981753204103671808","indices":[190,213],"media_key":"3_1981753204103671808","media_url_https":"https://pbs.twimg.com/media/G4CaChMXcAAQ-q8.jpg","type":"photo","url":"https://t.co/MeIE9YhkvH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":990,"w":1892,"resize":"fit"},"medium":{"h":628,"w":1200,"resize":"fit"},"small":{"h":356,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":990,"width":1892,"focus_rects":[{"x":0,"y":0,"w":1768,"h":990},{"x":0,"y":0,"w":990,"h":990},{"x":0,"y":0,"w":868,"h":990},{"x":0,"y":0,"w":495,"h":990},{"x":0,"y":0,"w":1892,"h":990}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981753204103671808"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/MeIE9YhkvH","expanded_url":"https://x.com/ahmedshubber25/status/1981753547373834615/photo/1","id_str":"1981753204103671808","indices":[190,213],"media_key":"3_1981753204103671808","media_url_https":"https://pbs.twimg.com/media/G4CaChMXcAAQ-q8.jpg","type":"photo","url":"https://t.co/MeIE9YhkvH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":990,"w":1892,"resize":"fit"},"medium":{"h":628,"w":1200,"resize":"fit"},"small":{"h":356,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":990,"width":1892,"focus_rects":[{"x":0,"y":0,"w":1768,"h":990},{"x":0,"y":0,"w":990,"h":990},{"x":0,"y":0,"w":868,"h":990},{"x":0,"y":0,"w":495,"h":990},{"x":0,"y":0,"w":1892,"h":990}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981753204103671808"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981753547373834615","view_count":65,"bookmark_count":0,"created_at":1761321839000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981753547373834615","full_text":"Cross-section of our in-house power distribution system. The work here by the team is incredible.\n\nThere’s no “off-the-shelf” Amazon catalog for 40-ton electric dozers \n\nSo we're making one https://t.co/MeIE9YhkvH","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":22750,"startTime":1761350400000,"endTime":1761436800000,"tweets":[{"bookmarked":false,"display_text_range":[0,250],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982150905261682767","view_count":10954,"bookmark_count":11,"created_at":1761416577000,"favorite_count":79,"quote_count":3,"reply_count":1,"retweet_count":2,"user_id_str":"1591912442770112514","conversation_id_str":"1982150905261682767","full_text":"One of my favorite investors once told me:\n\n“Ahmed, all that pain you’re going through, all those problems you’re solving, that’s your moat. No one’s gonna catch up to us. They’ll quit the moment things get tough.”\n\nMoney isn’t a moat. 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I know exactly how those businesses are performing\n\nIf you saw the data our team sees, you wouldn’t bet against Lumina\n\nMore announcements coming next month","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982159020182933597","view_count":17,"bookmark_count":0,"created_at":1761418511000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1982159020182933597","full_text":"What keeps me up at night is “capital allocation”\n\nAs a founder, you’re default wired to “spend on growth”, R&D, sales, marketing, engineering, whatever drives momentum to raise the next round. But as your company matures and becomes profitable, the real challenge becomes maximizing return on invested capital.\n\nEvery dollar has to earn its keep.\nIs it best spent on marketing, sales, engineering, M&A, or recruitment? There’s no perfect formula & every business has its own equation for success. It’s my job to find our formula. \n\nVenture capital can accelerate growth, but it always comes with strings attached.\n\nSo that’s what keeps me up at night: how to wake up every day and allocate every single dollar to generate the greatest possible return, for our employees, shareholders, and society as a whole. \n\nBecause if I ever fall into the trap of burning cash or over-allocating capital in one area of the business, all this work would have been for nothing. 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Lumina takes most of my time.\n\nBut when I do, it’s to share something worth learning, about building, leading, or running Lumina","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,84],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"308245858","name":"Josh Bobrowsky","screen_name":"JoshBobrowsky","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"JoshBobrowsky","lang":"en","retweeted":false,"fact_check":null,"id":"1981112962275299524","view_count":538,"bookmark_count":0,"created_at":1761169112000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@JoshBobrowsky Ahmed doesn’t operate by consensus. \n\nConsensus doesn’t drive returns","in_reply_to_user_id_str":"308245858","in_reply_to_status_id_str":"1981112675888484835","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":24,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981174845065814053","view_count":9186,"bookmark_count":33,"created_at":1761183866000,"favorite_count":132,"quote_count":0,"reply_count":9,"retweet_count":4,"user_id_str":"1591912442770112514","conversation_id_str":"1981174845065814053","full_text":"A founder I really admire, a very successful one running a growth stage company, texted me recently, thanking me for inspiring him to chase capital from family offices.\n\nThat meant a lot. I come from nothing. No handouts. Just hard work.\n\nTo have built an audience & have founders, from those just starting out to those running growth stage companies, reach out saying my tweets or advice helped them. that means alot.\n\nI’ve been burned by VCs. Early on I was advised during pitches to “stop telling my story.” I watched investors preach about backing the next \"Jobs in a garage\" while funding founders with little substance burn through hundreds of millions of dollars with little consequences. It discourages a whole generation of founders from even trying.\n\nTo know I’ve inspired even one founder to keep going, that’s a legacy worth fighting for. That’s why I wake up every day to beat the odds of success and prove that you can build something great even when everyone tells you you’re wrong. \n\nThank you to everyone who’s supported us so far. We’ve got some incredible things in the works that we can’t wait to share with you soon.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981354861120614778","quoted_status_permalink":{"url":"https://t.co/Xy0jjvPjat","expanded":"https://twitter.com/arram/status/1981354861120614778","display":"x.com/arram/status/1…"},"retweeted":false,"fact_check":null,"id":"1981366035493376334","view_count":5160,"bookmark_count":5,"created_at":1761229449000,"favorite_count":45,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1591912442770112514","conversation_id_str":"1981366035493376334","full_text":"Dunking on venture?\n\nJobs, Ellison, Gates, the greats of our time didn’t announce rounds excessively.\n\nThey built credibility with their product, revenue, and vision.\n\nSomewhere along the way, startups turned into a popularity contests. \"Play the game or get left behind\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981372822623834273","view_count":5998,"bookmark_count":27,"created_at":1761231067000,"favorite_count":84,"quote_count":1,"reply_count":4,"retweet_count":3,"user_id_str":"1591912442770112514","conversation_id_str":"1981372822623834273","full_text":"An existing investor asked me yesterday, \n\n“What do you need to get really good at to succeed?”\n\nMy answer....\n\n\"balance sheet management.\"\n\nWe build and operate our own vehicles. A fleet of 18 Lumina dozers = $13M of venture capital locked into hard assets.\n\nThats $13m of highly dilutive capital. \n\nDeep tech isn’t like software, your capital sits in machines, not code.\n\nTo win, we need to master \"recycling capital\"\n\nBuild the product→ generate revenue → refinance assets with debt → redeploy capital → repeat the cycle.\n\nThe faster we compress that cycle, the faster we can free up capital to reinvest into growth and the less we rely on endless rounds of dilution.\n\nThat’s our plan.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981417123294417036","view_count":78,"bookmark_count":0,"created_at":1761241629000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981417123294417036","full_text":"I was grabbing lunch with one of our incredible shareholders yesterday, and he said:\n\n“Ahmed, it’s almost like investors are treating you as if you didn’t just build a vehicle. As if the tech didn’t matter.”\n\nHe’s right. But my response was simple:\n\n“It is what it is. I'll keep my head down and keep working”\n\nI’ve learned that investors will always move the goalpost, asking you de risk every step until there’s nothing left to prove. \n\nThe Valley runs on fear and FOMO. Investors fear a company that’s profitable and growing fast because it breaks their model. Their job is to deploy capital to generate returns, not watch a founder win without them. They need you to take their money. But their hungry, they need the unit economics to work in their favor(ie: less risk).\n\nOut of 225,000 startups founded in the past 20 years, only 1,200 became unicorns, and most still haven’t returned capital to shareholders. There are only so many truly exceptional companies that move the needle.\n\nIf you’re overlooked or dismissed as a founder, the only way forward is simple: be profitable and grow quickly without them. That’s when you earn the right to choose who sits on your cap table & who doesn't. Thats how you align yourself with shareholders who respect the work your doing on a daily basis. \n\nMany investors have underestimated what we’ve built. \n\nMy job now is to flip the script and execute without them. \n\n\"Which we have.........More to announce soon.\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,178],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981460838432321641","quoted_status_permalink":{"url":"https://t.co/cAvURAApBa","expanded":"https://twitter.com/alexisxrivas/status/1981460838432321641","display":"x.com/alexisxrivas/s…"},"retweeted":false,"fact_check":null,"id":"1981462465847189974","view_count":3756,"bookmark_count":2,"created_at":1761252440000,"favorite_count":29,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1591912442770112514","conversation_id_str":"1981462465847189974","full_text":"Isn’t this announcement better than a fundraise post. \n\nCover continues to do incredible things for the community. Incredible watching you Alexis help people rebuild their lives.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,70],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18205337","name":"mark erdmann","screen_name":"markerdmann","indices":[0,12]},{"id_str":"5943622","name":"Marc Andreessen 🇺🇸","screen_name":"pmarca","indices":[13,20]}]},"favorited":false,"in_reply_to_screen_name":"markerdmann","lang":"en","retweeted":false,"fact_check":null,"id":"1981373418231484721","view_count":575,"bookmark_count":0,"created_at":1761231209000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@markerdmann @pmarca I like marc & ben, \n\ngreat firm, great values","in_reply_to_user_id_str":"18205337","in_reply_to_status_id_str":"1981372425150615603","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,41],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"36080123","name":"Emrah","screen_name":"emrahdma","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"emrahdma","lang":"en","retweeted":false,"fact_check":null,"id":"1981361201985601877","view_count":263,"bookmark_count":0,"created_at":1761228297000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@emrahdma I've raised a few them actually","in_reply_to_user_id_str":"36080123","in_reply_to_status_id_str":"1981360179091300840","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,127],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20823","name":"Nash","screen_name":"Nash","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"Nash","lang":"en","retweeted":false,"fact_check":null,"id":"1981366841432756293","view_count":340,"bookmark_count":0,"created_at":1761229641000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@Nash I get a lot of clicks on Lumina, without announcing every round.\n\nThe product and traction drives most of our engagement.","in_reply_to_user_id_str":"20823","in_reply_to_status_id_str":"1981336029413199932","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1031926778","name":"Misak Ghazaryan","screen_name":"misakghazaryan","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"misakghazaryan","lang":"en","retweeted":false,"fact_check":null,"id":"1981175021612781719","view_count":323,"bookmark_count":0,"created_at":1761183908000,"favorite_count":7,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@misakghazaryan peacock with your product\npeacock with your revenue","in_reply_to_user_id_str":"1031926778","in_reply_to_status_id_str":"1981157320278364203","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":0,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,189],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/MeIE9YhkvH","expanded_url":"https://x.com/ahmedshubber25/status/1981753547373834615/photo/1","id_str":"1981753204103671808","indices":[190,213],"media_key":"3_1981753204103671808","media_url_https":"https://pbs.twimg.com/media/G4CaChMXcAAQ-q8.jpg","type":"photo","url":"https://t.co/MeIE9YhkvH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":990,"w":1892,"resize":"fit"},"medium":{"h":628,"w":1200,"resize":"fit"},"small":{"h":356,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":990,"width":1892,"focus_rects":[{"x":0,"y":0,"w":1768,"h":990},{"x":0,"y":0,"w":990,"h":990},{"x":0,"y":0,"w":868,"h":990},{"x":0,"y":0,"w":495,"h":990},{"x":0,"y":0,"w":1892,"h":990}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981753204103671808"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/MeIE9YhkvH","expanded_url":"https://x.com/ahmedshubber25/status/1981753547373834615/photo/1","id_str":"1981753204103671808","indices":[190,213],"media_key":"3_1981753204103671808","media_url_https":"https://pbs.twimg.com/media/G4CaChMXcAAQ-q8.jpg","type":"photo","url":"https://t.co/MeIE9YhkvH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":990,"w":1892,"resize":"fit"},"medium":{"h":628,"w":1200,"resize":"fit"},"small":{"h":356,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":990,"width":1892,"focus_rects":[{"x":0,"y":0,"w":1768,"h":990},{"x":0,"y":0,"w":990,"h":990},{"x":0,"y":0,"w":868,"h":990},{"x":0,"y":0,"w":495,"h":990},{"x":0,"y":0,"w":1892,"h":990}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981753204103671808"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981753547373834615","view_count":65,"bookmark_count":0,"created_at":1761321839000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981753547373834615","full_text":"Cross-section of our in-house power distribution system. The work here by the team is incredible.\n\nThere’s no “off-the-shelf” Amazon catalog for 40-ton electric dozers \n\nSo we're making one https://t.co/MeIE9YhkvH","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":5,"startTime":1761350400000,"endTime":1761436800000,"tweets":[{"bookmarked":false,"display_text_range":[0,250],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982150905261682767","view_count":10954,"bookmark_count":11,"created_at":1761416577000,"favorite_count":79,"quote_count":3,"reply_count":1,"retweet_count":2,"user_id_str":"1591912442770112514","conversation_id_str":"1982150905261682767","full_text":"One of my favorite investors once told me:\n\n“Ahmed, all that pain you’re going through, all those problems you’re solving, that’s your moat. No one’s gonna catch up to us. They’ll quit the moment things get tough.”\n\nMoney isn’t a moat. Resilience is.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1982150905261682767","quoted_status_permalink":{"url":"https://t.co/YDbiJZJWEx","expanded":"https://twitter.com/ahmedshubber25/status/1982150905261682767","display":"x.com/ahmedshubber25…"},"retweeted":false,"fact_check":null,"id":"1982154962076344592","view_count":9047,"bookmark_count":17,"created_at":1761417544000,"favorite_count":48,"quote_count":1,"reply_count":2,"retweet_count":2,"user_id_str":"1591912442770112514","conversation_id_str":"1982154962076344592","full_text":"I know exactly where Bedrock Robotics, Built Robotics, SafeAI, teleo and the rest stand\n\nI’ve spoken to their customers. I know exactly how those businesses are performing\n\nIf you saw the data our team sees, you wouldn’t bet against Lumina\n\nMore announcements coming next month","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982159020182933597","view_count":17,"bookmark_count":0,"created_at":1761418511000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1982159020182933597","full_text":"What keeps me up at night is “capital allocation”\n\nAs a founder, you’re default wired to “spend on growth”, R&D, sales, marketing, engineering, whatever drives momentum to raise the next round. But as your company matures and becomes profitable, the real challenge becomes maximizing return on invested capital.\n\nEvery dollar has to earn its keep.\nIs it best spent on marketing, sales, engineering, M&A, or recruitment? There’s no perfect formula & every business has its own equation for success. It’s my job to find our formula. \n\nVenture capital can accelerate growth, but it always comes with strings attached.\n\nSo that’s what keeps me up at night: how to wake up every day and allocate every single dollar to generate the greatest possible return, for our employees, shareholders, and society as a whole. \n\nBecause if I ever fall into the trap of burning cash or over-allocating capital in one area of the business, all this work would have been for nothing. 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Lumina takes most of my time.\n\nBut when I do, it’s to share something worth learning, about building, leading, or running Lumina","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,84],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"308245858","name":"Josh Bobrowsky","screen_name":"JoshBobrowsky","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"JoshBobrowsky","lang":"en","retweeted":false,"fact_check":null,"id":"1981112962275299524","view_count":538,"bookmark_count":0,"created_at":1761169112000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@JoshBobrowsky Ahmed doesn’t operate by consensus. \n\nConsensus doesn’t drive returns","in_reply_to_user_id_str":"308245858","in_reply_to_status_id_str":"1981112675888484835","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":67,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981174845065814053","view_count":9186,"bookmark_count":33,"created_at":1761183866000,"favorite_count":132,"quote_count":0,"reply_count":9,"retweet_count":4,"user_id_str":"1591912442770112514","conversation_id_str":"1981174845065814053","full_text":"A founder I really admire, a very successful one running a growth stage company, texted me recently, thanking me for inspiring him to chase capital from family offices.\n\nThat meant a lot. I come from nothing. No handouts. Just hard work.\n\nTo have built an audience & have founders, from those just starting out to those running growth stage companies, reach out saying my tweets or advice helped them. that means alot.\n\nI’ve been burned by VCs. Early on I was advised during pitches to “stop telling my story.” I watched investors preach about backing the next \"Jobs in a garage\" while funding founders with little substance burn through hundreds of millions of dollars with little consequences. It discourages a whole generation of founders from even trying.\n\nTo know I’ve inspired even one founder to keep going, that’s a legacy worth fighting for. That’s why I wake up every day to beat the odds of success and prove that you can build something great even when everyone tells you you’re wrong. \n\nThank you to everyone who’s supported us so far. We’ve got some incredible things in the works that we can’t wait to share with you soon.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981354861120614778","quoted_status_permalink":{"url":"https://t.co/Xy0jjvPjat","expanded":"https://twitter.com/arram/status/1981354861120614778","display":"x.com/arram/status/1…"},"retweeted":false,"fact_check":null,"id":"1981366035493376334","view_count":5160,"bookmark_count":5,"created_at":1761229449000,"favorite_count":45,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1591912442770112514","conversation_id_str":"1981366035493376334","full_text":"Dunking on venture?\n\nJobs, Ellison, Gates, the greats of our time didn’t announce rounds excessively.\n\nThey built credibility with their product, revenue, and vision.\n\nSomewhere along the way, startups turned into a popularity contests. \"Play the game or get left behind\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981372822623834273","view_count":5998,"bookmark_count":27,"created_at":1761231067000,"favorite_count":84,"quote_count":1,"reply_count":4,"retweet_count":3,"user_id_str":"1591912442770112514","conversation_id_str":"1981372822623834273","full_text":"An existing investor asked me yesterday, \n\n“What do you need to get really good at to succeed?”\n\nMy answer....\n\n\"balance sheet management.\"\n\nWe build and operate our own vehicles. A fleet of 18 Lumina dozers = $13M of venture capital locked into hard assets.\n\nThats $13m of highly dilutive capital. \n\nDeep tech isn’t like software, your capital sits in machines, not code.\n\nTo win, we need to master \"recycling capital\"\n\nBuild the product→ generate revenue → refinance assets with debt → redeploy capital → repeat the cycle.\n\nThe faster we compress that cycle, the faster we can free up capital to reinvest into growth and the less we rely on endless rounds of dilution.\n\nThat’s our plan.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981417123294417036","view_count":78,"bookmark_count":0,"created_at":1761241629000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981417123294417036","full_text":"I was grabbing lunch with one of our incredible shareholders yesterday, and he said:\n\n“Ahmed, it’s almost like investors are treating you as if you didn’t just build a vehicle. As if the tech didn’t matter.”\n\nHe’s right. But my response was simple:\n\n“It is what it is. I'll keep my head down and keep working”\n\nI’ve learned that investors will always move the goalpost, asking you de risk every step until there’s nothing left to prove. \n\nThe Valley runs on fear and FOMO. Investors fear a company that’s profitable and growing fast because it breaks their model. Their job is to deploy capital to generate returns, not watch a founder win without them. They need you to take their money. But their hungry, they need the unit economics to work in their favor(ie: less risk).\n\nOut of 225,000 startups founded in the past 20 years, only 1,200 became unicorns, and most still haven’t returned capital to shareholders. There are only so many truly exceptional companies that move the needle.\n\nIf you’re overlooked or dismissed as a founder, the only way forward is simple: be profitable and grow quickly without them. That’s when you earn the right to choose who sits on your cap table & who doesn't. Thats how you align yourself with shareholders who respect the work your doing on a daily basis. \n\nMany investors have underestimated what we’ve built. \n\nMy job now is to flip the script and execute without them. \n\n\"Which we have.........More to announce soon.\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,178],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981460838432321641","quoted_status_permalink":{"url":"https://t.co/cAvURAApBa","expanded":"https://twitter.com/alexisxrivas/status/1981460838432321641","display":"x.com/alexisxrivas/s…"},"retweeted":false,"fact_check":null,"id":"1981462465847189974","view_count":3756,"bookmark_count":2,"created_at":1761252440000,"favorite_count":29,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1591912442770112514","conversation_id_str":"1981462465847189974","full_text":"Isn’t this announcement better than a fundraise post. \n\nCover continues to do incredible things for the community. Incredible watching you Alexis help people rebuild their lives.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,70],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18205337","name":"mark erdmann","screen_name":"markerdmann","indices":[0,12]},{"id_str":"5943622","name":"Marc Andreessen 🇺🇸","screen_name":"pmarca","indices":[13,20]}]},"favorited":false,"in_reply_to_screen_name":"markerdmann","lang":"en","retweeted":false,"fact_check":null,"id":"1981373418231484721","view_count":575,"bookmark_count":0,"created_at":1761231209000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@markerdmann @pmarca I like marc & ben, \n\ngreat firm, great values","in_reply_to_user_id_str":"18205337","in_reply_to_status_id_str":"1981372425150615603","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,41],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"36080123","name":"Emrah","screen_name":"emrahdma","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"emrahdma","lang":"en","retweeted":false,"fact_check":null,"id":"1981361201985601877","view_count":263,"bookmark_count":0,"created_at":1761228297000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@emrahdma I've raised a few them actually","in_reply_to_user_id_str":"36080123","in_reply_to_status_id_str":"1981360179091300840","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,127],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20823","name":"Nash","screen_name":"Nash","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"Nash","lang":"en","retweeted":false,"fact_check":null,"id":"1981366841432756293","view_count":340,"bookmark_count":0,"created_at":1761229641000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@Nash I get a lot of clicks on Lumina, without announcing every round.\n\nThe product and traction drives most of our engagement.","in_reply_to_user_id_str":"20823","in_reply_to_status_id_str":"1981336029413199932","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1031926778","name":"Misak Ghazaryan","screen_name":"misakghazaryan","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"misakghazaryan","lang":"en","retweeted":false,"fact_check":null,"id":"1981175021612781719","view_count":323,"bookmark_count":0,"created_at":1761183908000,"favorite_count":7,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@misakghazaryan peacock with your product\npeacock with your revenue","in_reply_to_user_id_str":"1031926778","in_reply_to_status_id_str":"1981157320278364203","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":0,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,189],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/MeIE9YhkvH","expanded_url":"https://x.com/ahmedshubber25/status/1981753547373834615/photo/1","id_str":"1981753204103671808","indices":[190,213],"media_key":"3_1981753204103671808","media_url_https":"https://pbs.twimg.com/media/G4CaChMXcAAQ-q8.jpg","type":"photo","url":"https://t.co/MeIE9YhkvH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":990,"w":1892,"resize":"fit"},"medium":{"h":628,"w":1200,"resize":"fit"},"small":{"h":356,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":990,"width":1892,"focus_rects":[{"x":0,"y":0,"w":1768,"h":990},{"x":0,"y":0,"w":990,"h":990},{"x":0,"y":0,"w":868,"h":990},{"x":0,"y":0,"w":495,"h":990},{"x":0,"y":0,"w":1892,"h":990}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981753204103671808"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/MeIE9YhkvH","expanded_url":"https://x.com/ahmedshubber25/status/1981753547373834615/photo/1","id_str":"1981753204103671808","indices":[190,213],"media_key":"3_1981753204103671808","media_url_https":"https://pbs.twimg.com/media/G4CaChMXcAAQ-q8.jpg","type":"photo","url":"https://t.co/MeIE9YhkvH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":990,"w":1892,"resize":"fit"},"medium":{"h":628,"w":1200,"resize":"fit"},"small":{"h":356,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":990,"width":1892,"focus_rects":[{"x":0,"y":0,"w":1768,"h":990},{"x":0,"y":0,"w":990,"h":990},{"x":0,"y":0,"w":868,"h":990},{"x":0,"y":0,"w":495,"h":990},{"x":0,"y":0,"w":1892,"h":990}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981753204103671808"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981753547373834615","view_count":65,"bookmark_count":0,"created_at":1761321839000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981753547373834615","full_text":"Cross-section of our in-house power distribution system. The work here by the team is incredible.\n\nThere’s no “off-the-shelf” Amazon catalog for 40-ton electric dozers \n\nSo we're making one https://t.co/MeIE9YhkvH","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":39,"startTime":1761350400000,"endTime":1761436800000,"tweets":[{"bookmarked":false,"display_text_range":[0,250],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982150905261682767","view_count":10954,"bookmark_count":11,"created_at":1761416577000,"favorite_count":79,"quote_count":3,"reply_count":1,"retweet_count":2,"user_id_str":"1591912442770112514","conversation_id_str":"1982150905261682767","full_text":"One of my favorite investors once told me:\n\n“Ahmed, all that pain you’re going through, all those problems you’re solving, that’s your moat. No one’s gonna catch up to us. They’ll quit the moment things get tough.”\n\nMoney isn’t a moat. 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I know exactly how those businesses are performing\n\nIf you saw the data our team sees, you wouldn’t bet against Lumina\n\nMore announcements coming next month","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982159020182933597","view_count":17,"bookmark_count":0,"created_at":1761418511000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1982159020182933597","full_text":"What keeps me up at night is “capital allocation”\n\nAs a founder, you’re default wired to “spend on growth”, R&D, sales, marketing, engineering, whatever drives momentum to raise the next round. But as your company matures and becomes profitable, the real challenge becomes maximizing return on invested capital.\n\nEvery dollar has to earn its keep.\nIs it best spent on marketing, sales, engineering, M&A, or recruitment? There’s no perfect formula & every business has its own equation for success. It’s my job to find our formula. \n\nVenture capital can accelerate growth, but it always comes with strings attached.\n\nSo that’s what keeps me up at night: how to wake up every day and allocate every single dollar to generate the greatest possible return, for our employees, shareholders, and society as a whole. \n\nBecause if I ever fall into the trap of burning cash or over-allocating capital in one area of the business, all this work would have been for nothing. 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Lumina takes most of my time.\n\nBut when I do, it’s to share something worth learning, about building, leading, or running Lumina","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,84],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"308245858","name":"Josh Bobrowsky","screen_name":"JoshBobrowsky","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"JoshBobrowsky","lang":"en","retweeted":false,"fact_check":null,"id":"1981112962275299524","view_count":538,"bookmark_count":0,"created_at":1761169112000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@JoshBobrowsky Ahmed doesn’t operate by consensus. \n\nConsensus doesn’t drive returns","in_reply_to_user_id_str":"308245858","in_reply_to_status_id_str":"1981112675888484835","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":9,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981174845065814053","view_count":9186,"bookmark_count":33,"created_at":1761183866000,"favorite_count":132,"quote_count":0,"reply_count":9,"retweet_count":4,"user_id_str":"1591912442770112514","conversation_id_str":"1981174845065814053","full_text":"A founder I really admire, a very successful one running a growth stage company, texted me recently, thanking me for inspiring him to chase capital from family offices.\n\nThat meant a lot. I come from nothing. No handouts. Just hard work.\n\nTo have built an audience & have founders, from those just starting out to those running growth stage companies, reach out saying my tweets or advice helped them. that means alot.\n\nI’ve been burned by VCs. Early on I was advised during pitches to “stop telling my story.” I watched investors preach about backing the next \"Jobs in a garage\" while funding founders with little substance burn through hundreds of millions of dollars with little consequences. It discourages a whole generation of founders from even trying.\n\nTo know I’ve inspired even one founder to keep going, that’s a legacy worth fighting for. That’s why I wake up every day to beat the odds of success and prove that you can build something great even when everyone tells you you’re wrong. \n\nThank you to everyone who’s supported us so far. We’ve got some incredible things in the works that we can’t wait to share with you soon.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981354861120614778","quoted_status_permalink":{"url":"https://t.co/Xy0jjvPjat","expanded":"https://twitter.com/arram/status/1981354861120614778","display":"x.com/arram/status/1…"},"retweeted":false,"fact_check":null,"id":"1981366035493376334","view_count":5160,"bookmark_count":5,"created_at":1761229449000,"favorite_count":45,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1591912442770112514","conversation_id_str":"1981366035493376334","full_text":"Dunking on venture?\n\nJobs, Ellison, Gates, the greats of our time didn’t announce rounds excessively.\n\nThey built credibility with their product, revenue, and vision.\n\nSomewhere along the way, startups turned into a popularity contests. \"Play the game or get left behind\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981372822623834273","view_count":5998,"bookmark_count":27,"created_at":1761231067000,"favorite_count":84,"quote_count":1,"reply_count":4,"retweet_count":3,"user_id_str":"1591912442770112514","conversation_id_str":"1981372822623834273","full_text":"An existing investor asked me yesterday, \n\n“What do you need to get really good at to succeed?”\n\nMy answer....\n\n\"balance sheet management.\"\n\nWe build and operate our own vehicles. A fleet of 18 Lumina dozers = $13M of venture capital locked into hard assets.\n\nThats $13m of highly dilutive capital. \n\nDeep tech isn’t like software, your capital sits in machines, not code.\n\nTo win, we need to master \"recycling capital\"\n\nBuild the product→ generate revenue → refinance assets with debt → redeploy capital → repeat the cycle.\n\nThe faster we compress that cycle, the faster we can free up capital to reinvest into growth and the less we rely on endless rounds of dilution.\n\nThat’s our plan.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981417123294417036","view_count":78,"bookmark_count":0,"created_at":1761241629000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981417123294417036","full_text":"I was grabbing lunch with one of our incredible shareholders yesterday, and he said:\n\n“Ahmed, it’s almost like investors are treating you as if you didn’t just build a vehicle. As if the tech didn’t matter.”\n\nHe’s right. But my response was simple:\n\n“It is what it is. I'll keep my head down and keep working”\n\nI’ve learned that investors will always move the goalpost, asking you de risk every step until there’s nothing left to prove. \n\nThe Valley runs on fear and FOMO. Investors fear a company that’s profitable and growing fast because it breaks their model. Their job is to deploy capital to generate returns, not watch a founder win without them. They need you to take their money. But their hungry, they need the unit economics to work in their favor(ie: less risk).\n\nOut of 225,000 startups founded in the past 20 years, only 1,200 became unicorns, and most still haven’t returned capital to shareholders. There are only so many truly exceptional companies that move the needle.\n\nIf you’re overlooked or dismissed as a founder, the only way forward is simple: be profitable and grow quickly without them. That’s when you earn the right to choose who sits on your cap table & who doesn't. Thats how you align yourself with shareholders who respect the work your doing on a daily basis. \n\nMany investors have underestimated what we’ve built. \n\nMy job now is to flip the script and execute without them. \n\n\"Which we have.........More to announce soon.\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,178],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981460838432321641","quoted_status_permalink":{"url":"https://t.co/cAvURAApBa","expanded":"https://twitter.com/alexisxrivas/status/1981460838432321641","display":"x.com/alexisxrivas/s…"},"retweeted":false,"fact_check":null,"id":"1981462465847189974","view_count":3756,"bookmark_count":2,"created_at":1761252440000,"favorite_count":29,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1591912442770112514","conversation_id_str":"1981462465847189974","full_text":"Isn’t this announcement better than a fundraise post. \n\nCover continues to do incredible things for the community. Incredible watching you Alexis help people rebuild their lives.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,70],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18205337","name":"mark erdmann","screen_name":"markerdmann","indices":[0,12]},{"id_str":"5943622","name":"Marc Andreessen 🇺🇸","screen_name":"pmarca","indices":[13,20]}]},"favorited":false,"in_reply_to_screen_name":"markerdmann","lang":"en","retweeted":false,"fact_check":null,"id":"1981373418231484721","view_count":575,"bookmark_count":0,"created_at":1761231209000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@markerdmann @pmarca I like marc & ben, \n\ngreat firm, great values","in_reply_to_user_id_str":"18205337","in_reply_to_status_id_str":"1981372425150615603","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,41],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"36080123","name":"Emrah","screen_name":"emrahdma","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"emrahdma","lang":"en","retweeted":false,"fact_check":null,"id":"1981361201985601877","view_count":263,"bookmark_count":0,"created_at":1761228297000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@emrahdma I've raised a few them actually","in_reply_to_user_id_str":"36080123","in_reply_to_status_id_str":"1981360179091300840","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,127],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20823","name":"Nash","screen_name":"Nash","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"Nash","lang":"en","retweeted":false,"fact_check":null,"id":"1981366841432756293","view_count":340,"bookmark_count":0,"created_at":1761229641000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@Nash I get a lot of clicks on Lumina, without announcing every round.\n\nThe product and traction drives most of our engagement.","in_reply_to_user_id_str":"20823","in_reply_to_status_id_str":"1981336029413199932","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1031926778","name":"Misak Ghazaryan","screen_name":"misakghazaryan","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"misakghazaryan","lang":"en","retweeted":false,"fact_check":null,"id":"1981175021612781719","view_count":323,"bookmark_count":0,"created_at":1761183908000,"favorite_count":7,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@misakghazaryan peacock with your product\npeacock with your revenue","in_reply_to_user_id_str":"1031926778","in_reply_to_status_id_str":"1981157320278364203","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":0,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,189],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/MeIE9YhkvH","expanded_url":"https://x.com/ahmedshubber25/status/1981753547373834615/photo/1","id_str":"1981753204103671808","indices":[190,213],"media_key":"3_1981753204103671808","media_url_https":"https://pbs.twimg.com/media/G4CaChMXcAAQ-q8.jpg","type":"photo","url":"https://t.co/MeIE9YhkvH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":990,"w":1892,"resize":"fit"},"medium":{"h":628,"w":1200,"resize":"fit"},"small":{"h":356,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":990,"width":1892,"focus_rects":[{"x":0,"y":0,"w":1768,"h":990},{"x":0,"y":0,"w":990,"h":990},{"x":0,"y":0,"w":868,"h":990},{"x":0,"y":0,"w":495,"h":990},{"x":0,"y":0,"w":1892,"h":990}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981753204103671808"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/MeIE9YhkvH","expanded_url":"https://x.com/ahmedshubber25/status/1981753547373834615/photo/1","id_str":"1981753204103671808","indices":[190,213],"media_key":"3_1981753204103671808","media_url_https":"https://pbs.twimg.com/media/G4CaChMXcAAQ-q8.jpg","type":"photo","url":"https://t.co/MeIE9YhkvH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":990,"w":1892,"resize":"fit"},"medium":{"h":628,"w":1200,"resize":"fit"},"small":{"h":356,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":990,"width":1892,"focus_rects":[{"x":0,"y":0,"w":1768,"h":990},{"x":0,"y":0,"w":990,"h":990},{"x":0,"y":0,"w":868,"h":990},{"x":0,"y":0,"w":495,"h":990},{"x":0,"y":0,"w":1892,"h":990}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981753204103671808"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981753547373834615","view_count":65,"bookmark_count":0,"created_at":1761321839000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981753547373834615","full_text":"Cross-section of our in-house power distribution system. The work here by the team is incredible.\n\nThere’s no “off-the-shelf” Amazon catalog for 40-ton electric dozers \n\nSo we're making one https://t.co/MeIE9YhkvH","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":7,"startTime":1761350400000,"endTime":1761436800000,"tweets":[{"bookmarked":false,"display_text_range":[0,250],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982150905261682767","view_count":10954,"bookmark_count":11,"created_at":1761416577000,"favorite_count":79,"quote_count":3,"reply_count":1,"retweet_count":2,"user_id_str":"1591912442770112514","conversation_id_str":"1982150905261682767","full_text":"One of my favorite investors once told me:\n\n“Ahmed, all that pain you’re going through, all those problems you’re solving, that’s your moat. No one’s gonna catch up to us. They’ll quit the moment things get tough.”\n\nMoney isn’t a moat. Resilience is.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1982150905261682767","quoted_status_permalink":{"url":"https://t.co/YDbiJZJWEx","expanded":"https://twitter.com/ahmedshubber25/status/1982150905261682767","display":"x.com/ahmedshubber25…"},"retweeted":false,"fact_check":null,"id":"1982154962076344592","view_count":9047,"bookmark_count":17,"created_at":1761417544000,"favorite_count":48,"quote_count":1,"reply_count":2,"retweet_count":2,"user_id_str":"1591912442770112514","conversation_id_str":"1982154962076344592","full_text":"I know exactly where Bedrock Robotics, Built Robotics, SafeAI, teleo and the rest stand\n\nI’ve spoken to their customers. I know exactly how those businesses are performing\n\nIf you saw the data our team sees, you wouldn’t bet against Lumina\n\nMore announcements coming next month","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982159020182933597","view_count":17,"bookmark_count":0,"created_at":1761418511000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1982159020182933597","full_text":"What keeps me up at night is “capital allocation”\n\nAs a founder, you’re default wired to “spend on growth”, R&D, sales, marketing, engineering, whatever drives momentum to raise the next round. But as your company matures and becomes profitable, the real challenge becomes maximizing return on invested capital.\n\nEvery dollar has to earn its keep.\nIs it best spent on marketing, sales, engineering, M&A, or recruitment? There’s no perfect formula & every business has its own equation for success. It’s my job to find our formula. \n\nVenture capital can accelerate growth, but it always comes with strings attached.\n\nSo that’s what keeps me up at night: how to wake up every day and allocate every single dollar to generate the greatest possible return, for our employees, shareholders, and society as a whole. \n\nBecause if I ever fall into the trap of burning cash or over-allocating capital in one area of the business, all this work would have been for nothing. 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Lumina takes most of my time.\n\nBut when I do, it’s to share something worth learning, about building, leading, or running Lumina","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,84],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"308245858","name":"Josh Bobrowsky","screen_name":"JoshBobrowsky","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"JoshBobrowsky","lang":"en","retweeted":false,"fact_check":null,"id":"1981112962275299524","view_count":538,"bookmark_count":0,"created_at":1761169112000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@JoshBobrowsky Ahmed doesn’t operate by consensus. \n\nConsensus doesn’t drive returns","in_reply_to_user_id_str":"308245858","in_reply_to_status_id_str":"1981112675888484835","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":300,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981174845065814053","view_count":9186,"bookmark_count":33,"created_at":1761183866000,"favorite_count":132,"quote_count":0,"reply_count":9,"retweet_count":4,"user_id_str":"1591912442770112514","conversation_id_str":"1981174845065814053","full_text":"A founder I really admire, a very successful one running a growth stage company, texted me recently, thanking me for inspiring him to chase capital from family offices.\n\nThat meant a lot. I come from nothing. No handouts. Just hard work.\n\nTo have built an audience & have founders, from those just starting out to those running growth stage companies, reach out saying my tweets or advice helped them. that means alot.\n\nI’ve been burned by VCs. Early on I was advised during pitches to “stop telling my story.” I watched investors preach about backing the next \"Jobs in a garage\" while funding founders with little substance burn through hundreds of millions of dollars with little consequences. It discourages a whole generation of founders from even trying.\n\nTo know I’ve inspired even one founder to keep going, that’s a legacy worth fighting for. That’s why I wake up every day to beat the odds of success and prove that you can build something great even when everyone tells you you’re wrong. \n\nThank you to everyone who’s supported us so far. We’ve got some incredible things in the works that we can’t wait to share with you soon.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981354861120614778","quoted_status_permalink":{"url":"https://t.co/Xy0jjvPjat","expanded":"https://twitter.com/arram/status/1981354861120614778","display":"x.com/arram/status/1…"},"retweeted":false,"fact_check":null,"id":"1981366035493376334","view_count":5160,"bookmark_count":5,"created_at":1761229449000,"favorite_count":45,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1591912442770112514","conversation_id_str":"1981366035493376334","full_text":"Dunking on venture?\n\nJobs, Ellison, Gates, the greats of our time didn’t announce rounds excessively.\n\nThey built credibility with their product, revenue, and vision.\n\nSomewhere along the way, startups turned into a popularity contests. \"Play the game or get left behind\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981372822623834273","view_count":5998,"bookmark_count":27,"created_at":1761231067000,"favorite_count":84,"quote_count":1,"reply_count":4,"retweet_count":3,"user_id_str":"1591912442770112514","conversation_id_str":"1981372822623834273","full_text":"An existing investor asked me yesterday, \n\n“What do you need to get really good at to succeed?”\n\nMy answer....\n\n\"balance sheet management.\"\n\nWe build and operate our own vehicles. A fleet of 18 Lumina dozers = $13M of venture capital locked into hard assets.\n\nThats $13m of highly dilutive capital. \n\nDeep tech isn’t like software, your capital sits in machines, not code.\n\nTo win, we need to master \"recycling capital\"\n\nBuild the product→ generate revenue → refinance assets with debt → redeploy capital → repeat the cycle.\n\nThe faster we compress that cycle, the faster we can free up capital to reinvest into growth and the less we rely on endless rounds of dilution.\n\nThat’s our plan.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981417123294417036","view_count":78,"bookmark_count":0,"created_at":1761241629000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981417123294417036","full_text":"I was grabbing lunch with one of our incredible shareholders yesterday, and he said:\n\n“Ahmed, it’s almost like investors are treating you as if you didn’t just build a vehicle. As if the tech didn’t matter.”\n\nHe’s right. But my response was simple:\n\n“It is what it is. I'll keep my head down and keep working”\n\nI’ve learned that investors will always move the goalpost, asking you de risk every step until there’s nothing left to prove. \n\nThe Valley runs on fear and FOMO. Investors fear a company that’s profitable and growing fast because it breaks their model. Their job is to deploy capital to generate returns, not watch a founder win without them. They need you to take their money. But their hungry, they need the unit economics to work in their favor(ie: less risk).\n\nOut of 225,000 startups founded in the past 20 years, only 1,200 became unicorns, and most still haven’t returned capital to shareholders. There are only so many truly exceptional companies that move the needle.\n\nIf you’re overlooked or dismissed as a founder, the only way forward is simple: be profitable and grow quickly without them. That’s when you earn the right to choose who sits on your cap table & who doesn't. Thats how you align yourself with shareholders who respect the work your doing on a daily basis. \n\nMany investors have underestimated what we’ve built. \n\nMy job now is to flip the script and execute without them. \n\n\"Which we have.........More to announce soon.\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,178],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981460838432321641","quoted_status_permalink":{"url":"https://t.co/cAvURAApBa","expanded":"https://twitter.com/alexisxrivas/status/1981460838432321641","display":"x.com/alexisxrivas/s…"},"retweeted":false,"fact_check":null,"id":"1981462465847189974","view_count":3756,"bookmark_count":2,"created_at":1761252440000,"favorite_count":29,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1591912442770112514","conversation_id_str":"1981462465847189974","full_text":"Isn’t this announcement better than a fundraise post. \n\nCover continues to do incredible things for the community. Incredible watching you Alexis help people rebuild their lives.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,70],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18205337","name":"mark erdmann","screen_name":"markerdmann","indices":[0,12]},{"id_str":"5943622","name":"Marc Andreessen 🇺🇸","screen_name":"pmarca","indices":[13,20]}]},"favorited":false,"in_reply_to_screen_name":"markerdmann","lang":"en","retweeted":false,"fact_check":null,"id":"1981373418231484721","view_count":575,"bookmark_count":0,"created_at":1761231209000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@markerdmann @pmarca I like marc & ben, \n\ngreat firm, great values","in_reply_to_user_id_str":"18205337","in_reply_to_status_id_str":"1981372425150615603","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,41],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"36080123","name":"Emrah","screen_name":"emrahdma","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"emrahdma","lang":"en","retweeted":false,"fact_check":null,"id":"1981361201985601877","view_count":263,"bookmark_count":0,"created_at":1761228297000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@emrahdma I've raised a few them actually","in_reply_to_user_id_str":"36080123","in_reply_to_status_id_str":"1981360179091300840","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,127],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20823","name":"Nash","screen_name":"Nash","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"Nash","lang":"en","retweeted":false,"fact_check":null,"id":"1981366841432756293","view_count":340,"bookmark_count":0,"created_at":1761229641000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@Nash I get a lot of clicks on Lumina, without announcing every round.\n\nThe product and traction drives most of our engagement.","in_reply_to_user_id_str":"20823","in_reply_to_status_id_str":"1981336029413199932","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1031926778","name":"Misak Ghazaryan","screen_name":"misakghazaryan","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"misakghazaryan","lang":"en","retweeted":false,"fact_check":null,"id":"1981175021612781719","view_count":323,"bookmark_count":0,"created_at":1761183908000,"favorite_count":7,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@misakghazaryan peacock with your product\npeacock with your revenue","in_reply_to_user_id_str":"1031926778","in_reply_to_status_id_str":"1981157320278364203","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":1,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,189],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/MeIE9YhkvH","expanded_url":"https://x.com/ahmedshubber25/status/1981753547373834615/photo/1","id_str":"1981753204103671808","indices":[190,213],"media_key":"3_1981753204103671808","media_url_https":"https://pbs.twimg.com/media/G4CaChMXcAAQ-q8.jpg","type":"photo","url":"https://t.co/MeIE9YhkvH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":990,"w":1892,"resize":"fit"},"medium":{"h":628,"w":1200,"resize":"fit"},"small":{"h":356,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":990,"width":1892,"focus_rects":[{"x":0,"y":0,"w":1768,"h":990},{"x":0,"y":0,"w":990,"h":990},{"x":0,"y":0,"w":868,"h":990},{"x":0,"y":0,"w":495,"h":990},{"x":0,"y":0,"w":1892,"h":990}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981753204103671808"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/MeIE9YhkvH","expanded_url":"https://x.com/ahmedshubber25/status/1981753547373834615/photo/1","id_str":"1981753204103671808","indices":[190,213],"media_key":"3_1981753204103671808","media_url_https":"https://pbs.twimg.com/media/G4CaChMXcAAQ-q8.jpg","type":"photo","url":"https://t.co/MeIE9YhkvH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":990,"w":1892,"resize":"fit"},"medium":{"h":628,"w":1200,"resize":"fit"},"small":{"h":356,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":990,"width":1892,"focus_rects":[{"x":0,"y":0,"w":1768,"h":990},{"x":0,"y":0,"w":990,"h":990},{"x":0,"y":0,"w":868,"h":990},{"x":0,"y":0,"w":495,"h":990},{"x":0,"y":0,"w":1892,"h":990}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981753204103671808"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981753547373834615","view_count":65,"bookmark_count":0,"created_at":1761321839000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981753547373834615","full_text":"Cross-section of our in-house power distribution system. The work here by the team is incredible.\n\nThere’s no “off-the-shelf” Amazon catalog for 40-ton electric dozers \n\nSo we're making one https://t.co/MeIE9YhkvH","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":169,"startTime":1761350400000,"endTime":1761436800000,"tweets":[{"bookmarked":false,"display_text_range":[0,250],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982150905261682767","view_count":10954,"bookmark_count":11,"created_at":1761416577000,"favorite_count":79,"quote_count":3,"reply_count":1,"retweet_count":2,"user_id_str":"1591912442770112514","conversation_id_str":"1982150905261682767","full_text":"One of my favorite investors once told me:\n\n“Ahmed, all that pain you’re going through, all those problems you’re solving, that’s your moat. No one’s gonna catch up to us. They’ll quit the moment things get tough.”\n\nMoney isn’t a moat. 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I know exactly how those businesses are performing\n\nIf you saw the data our team sees, you wouldn’t bet against Lumina\n\nMore announcements coming next month","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982159020182933597","view_count":17,"bookmark_count":0,"created_at":1761418511000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1982159020182933597","full_text":"What keeps me up at night is “capital allocation”\n\nAs a founder, you’re default wired to “spend on growth”, R&D, sales, marketing, engineering, whatever drives momentum to raise the next round. But as your company matures and becomes profitable, the real challenge becomes maximizing return on invested capital.\n\nEvery dollar has to earn its keep.\nIs it best spent on marketing, sales, engineering, M&A, or recruitment? There’s no perfect formula & every business has its own equation for success. It’s my job to find our formula. \n\nVenture capital can accelerate growth, but it always comes with strings attached.\n\nSo that’s what keeps me up at night: how to wake up every day and allocate every single dollar to generate the greatest possible return, for our employees, shareholders, and society as a whole. \n\nBecause if I ever fall into the trap of burning cash or over-allocating capital in one area of the business, all this work would have been for nothing. 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Lumina takes most of my time.\n\nBut when I do, it’s to share something worth learning, about building, leading, or running Lumina","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,84],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"308245858","name":"Josh Bobrowsky","screen_name":"JoshBobrowsky","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"JoshBobrowsky","lang":"en","retweeted":false,"fact_check":null,"id":"1981112962275299524","view_count":538,"bookmark_count":0,"created_at":1761169112000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@JoshBobrowsky Ahmed doesn’t operate by consensus. \n\nConsensus doesn’t drive returns","in_reply_to_user_id_str":"308245858","in_reply_to_status_id_str":"1981112675888484835","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":25679,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981174845065814053","view_count":9186,"bookmark_count":33,"created_at":1761183866000,"favorite_count":132,"quote_count":0,"reply_count":9,"retweet_count":4,"user_id_str":"1591912442770112514","conversation_id_str":"1981174845065814053","full_text":"A founder I really admire, a very successful one running a growth stage company, texted me recently, thanking me for inspiring him to chase capital from family offices.\n\nThat meant a lot. I come from nothing. No handouts. Just hard work.\n\nTo have built an audience & have founders, from those just starting out to those running growth stage companies, reach out saying my tweets or advice helped them. that means alot.\n\nI’ve been burned by VCs. Early on I was advised during pitches to “stop telling my story.” I watched investors preach about backing the next \"Jobs in a garage\" while funding founders with little substance burn through hundreds of millions of dollars with little consequences. It discourages a whole generation of founders from even trying.\n\nTo know I’ve inspired even one founder to keep going, that’s a legacy worth fighting for. That’s why I wake up every day to beat the odds of success and prove that you can build something great even when everyone tells you you’re wrong. \n\nThank you to everyone who’s supported us so far. We’ve got some incredible things in the works that we can’t wait to share with you soon.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981354861120614778","quoted_status_permalink":{"url":"https://t.co/Xy0jjvPjat","expanded":"https://twitter.com/arram/status/1981354861120614778","display":"x.com/arram/status/1…"},"retweeted":false,"fact_check":null,"id":"1981366035493376334","view_count":5160,"bookmark_count":5,"created_at":1761229449000,"favorite_count":45,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1591912442770112514","conversation_id_str":"1981366035493376334","full_text":"Dunking on venture?\n\nJobs, Ellison, Gates, the greats of our time didn’t announce rounds excessively.\n\nThey built credibility with their product, revenue, and vision.\n\nSomewhere along the way, startups turned into a popularity contests. \"Play the game or get left behind\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981372822623834273","view_count":5998,"bookmark_count":27,"created_at":1761231067000,"favorite_count":84,"quote_count":1,"reply_count":4,"retweet_count":3,"user_id_str":"1591912442770112514","conversation_id_str":"1981372822623834273","full_text":"An existing investor asked me yesterday, \n\n“What do you need to get really good at to succeed?”\n\nMy answer....\n\n\"balance sheet management.\"\n\nWe build and operate our own vehicles. A fleet of 18 Lumina dozers = $13M of venture capital locked into hard assets.\n\nThats $13m of highly dilutive capital. \n\nDeep tech isn’t like software, your capital sits in machines, not code.\n\nTo win, we need to master \"recycling capital\"\n\nBuild the product→ generate revenue → refinance assets with debt → redeploy capital → repeat the cycle.\n\nThe faster we compress that cycle, the faster we can free up capital to reinvest into growth and the less we rely on endless rounds of dilution.\n\nThat’s our plan.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981417123294417036","view_count":78,"bookmark_count":0,"created_at":1761241629000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981417123294417036","full_text":"I was grabbing lunch with one of our incredible shareholders yesterday, and he said:\n\n“Ahmed, it’s almost like investors are treating you as if you didn’t just build a vehicle. As if the tech didn’t matter.”\n\nHe’s right. But my response was simple:\n\n“It is what it is. I'll keep my head down and keep working”\n\nI’ve learned that investors will always move the goalpost, asking you de risk every step until there’s nothing left to prove. \n\nThe Valley runs on fear and FOMO. Investors fear a company that’s profitable and growing fast because it breaks their model. Their job is to deploy capital to generate returns, not watch a founder win without them. They need you to take their money. But their hungry, they need the unit economics to work in their favor(ie: less risk).\n\nOut of 225,000 startups founded in the past 20 years, only 1,200 became unicorns, and most still haven’t returned capital to shareholders. There are only so many truly exceptional companies that move the needle.\n\nIf you’re overlooked or dismissed as a founder, the only way forward is simple: be profitable and grow quickly without them. That’s when you earn the right to choose who sits on your cap table & who doesn't. Thats how you align yourself with shareholders who respect the work your doing on a daily basis. \n\nMany investors have underestimated what we’ve built. \n\nMy job now is to flip the script and execute without them. \n\n\"Which we have.........More to announce soon.\"","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,178],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981460838432321641","quoted_status_permalink":{"url":"https://t.co/cAvURAApBa","expanded":"https://twitter.com/alexisxrivas/status/1981460838432321641","display":"x.com/alexisxrivas/s…"},"retweeted":false,"fact_check":null,"id":"1981462465847189974","view_count":3756,"bookmark_count":2,"created_at":1761252440000,"favorite_count":29,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1591912442770112514","conversation_id_str":"1981462465847189974","full_text":"Isn’t this announcement better than a fundraise post. \n\nCover continues to do incredible things for the community. Incredible watching you Alexis help people rebuild their lives.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,70],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18205337","name":"mark erdmann","screen_name":"markerdmann","indices":[0,12]},{"id_str":"5943622","name":"Marc Andreessen 🇺🇸","screen_name":"pmarca","indices":[13,20]}]},"favorited":false,"in_reply_to_screen_name":"markerdmann","lang":"en","retweeted":false,"fact_check":null,"id":"1981373418231484721","view_count":575,"bookmark_count":0,"created_at":1761231209000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@markerdmann @pmarca I like marc & ben, \n\ngreat firm, great values","in_reply_to_user_id_str":"18205337","in_reply_to_status_id_str":"1981372425150615603","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,41],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"36080123","name":"Emrah","screen_name":"emrahdma","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"emrahdma","lang":"en","retweeted":false,"fact_check":null,"id":"1981361201985601877","view_count":263,"bookmark_count":0,"created_at":1761228297000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@emrahdma I've raised a few them actually","in_reply_to_user_id_str":"36080123","in_reply_to_status_id_str":"1981360179091300840","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,127],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20823","name":"Nash","screen_name":"Nash","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"Nash","lang":"en","retweeted":false,"fact_check":null,"id":"1981366841432756293","view_count":340,"bookmark_count":0,"created_at":1761229641000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@Nash I get a lot of clicks on Lumina, without announcing every round.\n\nThe product and traction drives most of our engagement.","in_reply_to_user_id_str":"20823","in_reply_to_status_id_str":"1981336029413199932","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,67],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1031926778","name":"Misak Ghazaryan","screen_name":"misakghazaryan","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"misakghazaryan","lang":"en","retweeted":false,"fact_check":null,"id":"1981175021612781719","view_count":323,"bookmark_count":0,"created_at":1761183908000,"favorite_count":7,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981112001939329084","full_text":"@misakghazaryan peacock with your product\npeacock with your revenue","in_reply_to_user_id_str":"1031926778","in_reply_to_status_id_str":"1981157320278364203","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":65,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,189],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/MeIE9YhkvH","expanded_url":"https://x.com/ahmedshubber25/status/1981753547373834615/photo/1","id_str":"1981753204103671808","indices":[190,213],"media_key":"3_1981753204103671808","media_url_https":"https://pbs.twimg.com/media/G4CaChMXcAAQ-q8.jpg","type":"photo","url":"https://t.co/MeIE9YhkvH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":990,"w":1892,"resize":"fit"},"medium":{"h":628,"w":1200,"resize":"fit"},"small":{"h":356,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":990,"width":1892,"focus_rects":[{"x":0,"y":0,"w":1768,"h":990},{"x":0,"y":0,"w":990,"h":990},{"x":0,"y":0,"w":868,"h":990},{"x":0,"y":0,"w":495,"h":990},{"x":0,"y":0,"w":1892,"h":990}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981753204103671808"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/MeIE9YhkvH","expanded_url":"https://x.com/ahmedshubber25/status/1981753547373834615/photo/1","id_str":"1981753204103671808","indices":[190,213],"media_key":"3_1981753204103671808","media_url_https":"https://pbs.twimg.com/media/G4CaChMXcAAQ-q8.jpg","type":"photo","url":"https://t.co/MeIE9YhkvH","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":990,"w":1892,"resize":"fit"},"medium":{"h":628,"w":1200,"resize":"fit"},"small":{"h":356,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":990,"width":1892,"focus_rects":[{"x":0,"y":0,"w":1768,"h":990},{"x":0,"y":0,"w":990,"h":990},{"x":0,"y":0,"w":868,"h":990},{"x":0,"y":0,"w":495,"h":990},{"x":0,"y":0,"w":1892,"h":990}]},"allow_download_status":{"allow_download":true},"media_results":{"result":{"media_key":"3_1981753204103671808"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1981753547373834615","view_count":65,"bookmark_count":0,"created_at":1761321839000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1981753547373834615","full_text":"Cross-section of our in-house power distribution system. The work here by the team is incredible.\n\nThere’s no “off-the-shelf” Amazon catalog for 40-ton electric dozers \n\nSo we're making one https://t.co/MeIE9YhkvH","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":22750,"startTime":1761350400000,"endTime":1761436800000,"tweets":[{"bookmarked":false,"display_text_range":[0,250],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982150905261682767","view_count":10954,"bookmark_count":11,"created_at":1761416577000,"favorite_count":79,"quote_count":3,"reply_count":1,"retweet_count":2,"user_id_str":"1591912442770112514","conversation_id_str":"1982150905261682767","full_text":"One of my favorite investors once told me:\n\n“Ahmed, all that pain you’re going through, all those problems you’re solving, that’s your moat. No one’s gonna catch up to us. They’ll quit the moment things get tough.”\n\nMoney isn’t a moat. 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I know exactly how those businesses are performing\n\nIf you saw the data our team sees, you wouldn’t bet against Lumina\n\nMore announcements coming next month","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982159020182933597","view_count":17,"bookmark_count":0,"created_at":1761418511000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1591912442770112514","conversation_id_str":"1982159020182933597","full_text":"What keeps me up at night is “capital allocation”\n\nAs a founder, you’re default wired to “spend on growth”, R&D, sales, marketing, engineering, whatever drives momentum to raise the next round. But as your company matures and becomes profitable, the real challenge becomes maximizing return on invested capital.\n\nEvery dollar has to earn its keep.\nIs it best spent on marketing, sales, engineering, M&A, or recruitment? There’s no perfect formula & every business has its own equation for success. It’s my job to find our formula. \n\nVenture capital can accelerate growth, but it always comes with strings attached.\n\nSo that’s what keeps me up at night: how to wake up every day and allocate every single dollar to generate the greatest possible return, for our employees, shareholders, and society as a whole. \n\nBecause if I ever fall into the trap of burning cash or over-allocating capital in one area of the business, all this work would have been for nothing. 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