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Prikvačeni tweet
Crushed seed investing so let me tell you how the world works
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Hot take: in 10 years no one will shave except your grandpa
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When will we have a president with a beard again
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Biggest risk to AMZN might be that Bezos just wants to live that global elite life
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SHOP prob not worth 40x NTM Gross Profit growing mid-high 30s over NTM. But not going to try and jump in front of that one.
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We might be in the hodl phase of the bull market
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It is easy to say my biggest mistake was selling too early after 10 years of a bull market.
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Curious if folks think it easier to start a non-tech small business today vs 20 years ago. Thinking brick and mortar (a coffee shop, restaurant, small retail store, etc)
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There was a time when getting “cancelled” literally mean getting your head chopped off or getting burned at the stake. Same type of people, different century. Fuck all of them.
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We’d be getting posts about what a journey it has been over the last two years. About the struggle and the triumph as Apple regained its throne as biggest company in the world. About the chance taken when no one believed...
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If public investors were as corny as VCs Will Danoff at Fidelity would put “investor at Apple” in his twitter bio and hedge fund monkeys trying to gain clout would be congratulating him for being a lead investor
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Amazed at number of single digits FCF growers up 50-100% over last 18 months.
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It was becoming obvious e-commerce might be a big deal. Not obvious brick and mortar still would be important for brands if e-commerce was big.
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Funny that all of those consultants and software vendors pitching multichannel commerce a decade ago weren’t full of shit.
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Wonder when they will have their Going Out of Business Sale
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Casper a widgets company that doesn’t make money selling widgets. Never ends well.
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Certain VCs very transparently trying to swing startup sentiment away from AWS and toward Azure/GCP. If you are looking 2-3 steps ahead MSFT is single biggest threat to enterprise vendors, not AWS. GCP as a third player would help.
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The media yearns for a war
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Pretty wild that even the homey in the rice paddies has a smartphone bumping the beebs
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Going to do some more thinking on global travel industry and implications of rapidly growing tourist base. Curious what (if anything) becomes the alternative to Instagram photos in sexy locales over next decade.
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The author also had the good fortune of living in an era where a college grad could be a surf bum for 15 years and still end up relatively well off. Harder (but not impossible) to do with student loans, healthcare costs, etc.
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