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The lesson: the riskiest thing—both in business and in life— is stasis. Evolution both creates opportunity and mitigates risk.
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What happened? Marketing aside, GE and HP are basically the same fundamental business today that they were 20 years ago. Meanwhile, the vast majority of Amazon’s market cap today is in things they didn’t do at all 20 years ago.
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In 2000, Amazon bonds were rated as medium-high risk, compared to HP which was medium-low risk, and GE which was low risk. Today, those companies bonds are rated in....the exact opposite order.
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With AMZN likely to close greatest one day gain in stock market history, a lesson on risk from one of my favorite books ever, When Genius Failed, published 20 years ago Chapter 1, explaining how bond markets work...pic.twitter.com/afOPjxrCbR
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Amazon up 12% after earnings announced--roughly equates to $100B of new market cap. Unreal. That has to be a single day record, right? All I can find that is even close is $65B gain by Google in 2015.
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Just hit 10 days caffeine free and....screw this I’m going to make some coffee
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Canceling consumer SaaS products is the new “I can’t cancel Comcast” hell. Want to unsubscribe? Please chat with a live agent, wait 5 mins for response, answer survey about why you’re churning, deny multiple discount offers to stay, confirm account details...and you’re good!
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The
@KeplerComms team is quietly building one of the most ambitious companies I've ever met. Psyched to announce a full-fledged manufacturing center in the heart of Toronto and first batch of launches this year! An announcement worthy of this emoji
https://techcrunch.com/2020/01/28/kepler-will-build-its-small-satellites-at-a-new-manufacturing-facility-in-toronto/ …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
John Cowgill proslijedio/la je Tweet
Friendly end of year reminder to donate to Wikipedia. Think of how much you used it this year; and how high quality it remains in a world where facts have “alternatives”
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John Cowgill proslijedio/la je Tweet
Thrilled today to launch our Advisor program with
@bryanjowers,@TweetAnnaMarie, and@gemmy_tsai! Our Advisors are experts in Product and specific markets and offer their advice free to our clients. Sometimes, you want more than one bridge!https://www.productbridge.co/post/introducing-productbridge-advisors …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
I sent the CEO of one of our companies a “great job” on a recent win. He told me credit was due to his cofounder. Sent him a note and he said it was head of bizops. Sent him a note and he said it was CEO. Amazing what can be accomplished when you don’t care who gets the credit!
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Awesome tech from the awesome
@thefuturematt PM’s looking for insights on web apps, give@usehawkeye a spin
https://twitter.com/thefuturematt/status/1184497759656673280 …
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Thrilled to announce the two newest additions to our team. Two weeks in and already amazed at how much value
@amyecheetham and Tony are adding. Full steam ahead!http://bit.ly/324rOrKHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Big ups to
@KarimToubba@ebellis@mroytman and the@KennaSecurity team! Incredible what you guys have built, and can’t wait to see what comes next.https://twitter.com/KennaSecurity/status/1178656982749892608 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Couldn't be more fired up to announce our investment in
@getfossa. Excited to partner with@kevinverse and the FOSSA team going forward alongside our friends at@BainCapVC and@norwest!http://bit.ly/2kjXatTPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Excellent article from our partner
@mavinmartina on the nuts and bolts of building a marketing function at early stagehttp://bit.ly/2kuwRRIHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
It’s been an amazing ride working with the
@RoadsterUSA over the past 3 years—my first investment at Costanoa. Loved hearing the story firsthand from their CEO@Andy_Roadster & CMO@DenogeanNow, chock full of insights for vertical SaaS companies.http://bit.ly/2yTS3EqHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
One of my favorite posts from the
@fredwilson archives. Leveraging the experience and wisdom of your network is essential as an investor. But you can always find persuasive naysayers, and in the final analysis, you have to think for yourself.https://avc.com/2013/05/you-can-do-too-much-due-diligence/ …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Congrats to
@julianweisser,@btaleisnik, and the On Deck team for launching@viabyondeck today--awesome tool for getting referred into leading startups. If you're looking for your next role, check out companies in@costanoavc portfolio here: https://via.beondeck.com/johncowgillHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
John Cowgill proslijedio/la je Tweet
I’ll be impressed with deep fakes when I can have other people take videos calls pretending to be me. and by “impressed with” I mean never work again.
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