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Jan 2

Hard75 kick off (per/day) 75 straight days: • 2x 45 min workouts (walking/active recovery count) • 1 gal water • No alcohol • High protein, low carb, 13:11 IF • Read, stretch, meditate daily • Reset to day 0 if miss one of the above Lfg

Tanay Jaipuria

@tanayj

14h

Mentions of "AI" on the most recent earnings call: Google: 60 Microsoft: 33 Meta: 29 Apple: 2 Amazon: 0

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Kevin Lee

@kevinleeme

16h

In the early startup years, you can hide behind sub-optimal strategy with consistent bias for action which allows you to move faster than others. Once you see signs of product-market-fit, shift towards a consistent bias for planning good strategy before taking action.

17h

“There can be different beliefs about the value of an asset because value is a prediction and predictions can’t be made when there is significant uncertainty about the future.” -

“Founders often start a company because they know something very few others do: they might be experts at some leading-edge technical subject, they might have learned something valuable from previous work and realize few others know it” -

“A more enduring advantage is tacitly held knowledge. Tacit knowledge is knowledge that can’t be easily communicated; it can’t be easily transferred, e.g. verbally or through writing. The classic example is riding a bike: you can’t read a book or watch a video to learn how.“

Value is created through innovation, but how much of that value accrues to the innovator depends partly on how quickly their competitors imitate the innovation. Innovators must deter competition to…

17h

"Scale is the ability to Duplicate or Multiply a process as volume increases. Scalability determines your maximum potential volume. The easier it is to Duplicate or Multiply the value provided, the more scalable the business." -

“while competence may be the ultimate competitive advantage to an individual, it is the property of the individual, not the company”

@ganeumann

reactionwheel.net

A Taxonomy of Moats

Frederik Gieschen

@NeckarValue

21h

A Taxonomy of Moats "How much value accrues to the innovator depends partly on competitors. There are many different ways of deterring competition, moats, but they have at their root only a few different principles."

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Jack Benzaquen

@jackybh

Few will admit it, but in business, it's 30% strategy and 70% brute forcing your way forward.

227

Let’s get this week

Dan Gray

@growinggray

22h

I don't know who needs to hear this but.. Build the version of work and success that makes you happy. Posting publicly, developing content and networking are all great if they enable you to achieve your goals. Don't let people who enjoy those things make you feel inadequate.

22h

4-day 🦴 broth only fast has commenced Cheers

John Cutler

@johncutlefish

Feb 5

If you've been at a company that prevented the "Not this, or this will happen"... what was the catalyst for that approach?

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Super simple action with high ROI: Write things down.

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Mike Taylor

@hammer_mt

Nice example of memetic analysis on the All-in podcast. Whenever Meta mentions "the metaverse" on earnings calls the stock goes down. When they started mentioning "efficiency" the stock went back up.

Chris Mikulin

@cmikulin

Hmmm I think what I’m trying to say is that … This shit is hard. If you’re feeling low. You’re never alone. Be kind to yourself. Go at your own pace. Surround yourself with people who care and are patient. Lift up the each other. Don’t forget to show appreciation. ✌️

Jarrid Tingle

@jarridvtingle

VC investment is only 1% of U.S. GDP, but VC backed companies are responsible for 57% of total market cap and 82% of R&D spend

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At some point you have to decide what’s acceptable for your life. Most people don't do that deliberately....they get pushed into the decisions others make, and then they're unhappy. Step up & start directing. You'll get some pushback, but it's worth living the life you want.

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Gokul Rajaram

@gokulr

YC founder in current batch: "3 weeks in, nearly 20% of the class is pivoting". Proves yet again that YC focuses not so much on the idea as it does on the team's ability to listen to the customers / market, quickly iterate and build a product that solves a pressing problem.

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Bojan Tunguz

@tunguz

What I would *REALLY* love to have is a private version of ChatGPT that’s been trained on your internal org documents. Have an HR question? Ask Chat. Don’t know how to use some application? Ask Chat. When is the next vacation day? Ask Chat.

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3⃣

is arguably the best way to scale TikTok ads. Consumer behavior on TikTok is different, and click data just doesn’t cut it. You need a way to capture: ✅1st touch for discovery ✅last touch for purchase ✅purchase consideration window That’s what we do best.

Nabeel Qureshi

@nabeelqu

Feb 2

For such a massive company, the speed with which Microsoft shipped GPT integration into Teams (install base of ~270m active users) is insane. This is going to destroy Zoom, Slack, etc. Satya really is amazing.

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Replying to

and

As a brand operator, Advantage+ is probably the biggest economic invention in terms of immediate impact in the last 18 months since iOS14 happened.

Mostly Borrowed Ideas

Interview of

"For these large companies, growing impressions and the corresponding decrease in price is a very bullish indicator because they can increase the price over time"

Eric Seufert

@eric_seufert

Feb 2

Amazon's advertising revenue grew by 19% in Q4 2022, to $11.6BN.

Matt Turck

@mattturck

Feb 2

Meta is up $100B in market cap and interest rates are down today, time to bring back those 200x ARR deals and big founder secondaries - it was all a bad dream

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Kirk Williams

@PPCKirk

Sorry about the super long screenshot, but does this mean Google will be auto-migrating UA to GA4 in the future?

Eric Seufert

@eric_seufert

$META up 17% AH on: - Revenue down 4% (consensus was -6%) - Ad impressions up 23% - Price per Ad up 22%

106

Audacious moves allow you to skip steps. Make them strategic, informed, and take-a-deep-breath bold. At their best, they allow you to jump the usual line in the progress to your own goals.

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Patrick Campbell

@Patticus

Books exist to help you *build judgment*. You can’t run every experiment. You can’t live every life. But a book can put you “in the shoes” of a case study. There’s no better way to accelerate learning. So how do we mess this up?

"Advertisers are turning to tried and true platforms." 🐻

“The primary job of senior management is to create value over the long term. This entails taking inputs, including capital and labor, and making them worth more than their cost over time.” For ad spend: allocate $$$ where you can prove incremental value and +be marginal return

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Steve O'Dell

@sodell244

Capital allocation is by far the hardest part of my job. Anyone have tips?

Jan 31

Two traits most highly correlated with success: 1. Grit 2. Self-control: "the capacity to regulate attention, emotion, and behavior in the presence of temptation." Grit is glorified - but locking up self-control is rarely discussed, the hardest work & has the biggest payoff.

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Matthew Bertulli

@mbertulli

Jan 31

Most of the massive outcomes you hear about in business come down to market timing. And that comes down to time in the market. It’s no different than investing. When you see someone achieve a large financial outcome, there is a good chance luck played an outsized role.

Michael Kaminsky

@Mike_Kaminsky

Incrementality is really the only thing marketers should care about. Marketers get distracted by platform metrics (impressions, clicks, ROAS) that aren't *really* measuring incrementality. Sometimes they're directionally correct. Other times they're misleading vanity metrics.

Andrew D. Huberman, Ph.D.

@hubermanlab

The science says: -Meditation improve focus -Breathwork reduces stress -Non Sleep Deep Rest (NSDR) restores energy -Self directed hypnosis can solve specific problems Most of the tested protocols are only 5-10min per day & lead to persistent effects.

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Hot take? This single episode was superior to any Oscar nominated film I’ve seen this year

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Mark Medina

@Mark_Medina

Okay. The Last of Us episode 3 will probably go down in history as one of the greatest episodes of TV ever made. Holy shit.

jack mcclelland (nyc)

@jackmmcclelland

normalize putting more memes in pitch decks

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Braden Ream

@ReamBraden