Rolfe WinklerVerified account

@RolfeWinkler

Covering VC/startups for WSJ. rolfe dot winkler at wsj dot com. Signal for secure messages: 847-380-0751. Anonymous document share via

Joined January 2009
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  1. Aug 10

    Feel the same way about Last Action Hero

    I have been wrong about so many things, but not this thing: “Starship Troopers” is a masterpiece
    1 reply 1 retweet
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  2. Retweeted
    Aug 10
    Replying to

    I thought his strategy was "get the stock valuation high and out of easy public influence because I've pledged more than a third of all my shares as collateral for loans."

    1 retweet
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  3. Aug 10

    .: barbarian ’s gate. His board have the independence to negotiate against him?

    1 retweet 1 like
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  4. Aug 8

    Yes, the SEC is inquiring about 's tweet yesterday. More to come

    5 retweets 6 likes
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  5. Aug 8

    While we're all waiting for details, question: Would it be better off private? No more pesky shorts, sure. But public equity markets have been helpful fundraising ave. And probably billions in debt service for co w neg FCF. That doable?

    1 reply 2 likes
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  6. Retweeted
    Aug 7

    Back in 2011, Jack Dorsey compared the role of CEO to that of an editor. That analogy didn’t age particularly well.

    4 replies 37 retweets 270 likes
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  7. Retweeted
    Aug 7

    where's the money?

    3 replies 2 retweets 5 likes
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  8. Retweeted
    Aug 7
    Replying to

    A few years ago, Reed Hastings posted Netflix usage metrics on Facebook. There was a kerfuffle, and the regulators "ruled" that social media constituted public dissemination. If Musk was serious, it's probably adequate disclosure.

    5 replies 2 retweets 6 likes
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  9. Aug 7

    Google invested ~$900m in the funding round likely meant to finance its proposed satellite internet service.

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  10. Aug 7

    Larry Page?

    1 reply 3 retweets 1 like
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  11. Aug 2

    Index is also in Duo as reminded me.

    1 like
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  12. Retweeted
    Aug 2

    Index in Duo as well. A duo exit day for a duo of firms!

    Sonos IPO'd at $15 today, (and closed at $20). What VCs first paid for the shares: () $2.16 () $6.38 (also got common cheaper acc'd to source) [ also one of Redpoint's partners in , which bought today for $2.35b]
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    1 retweet 10 likes
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  13. Aug 2

    Sonos IPO'd at $15 today, (and closed at $20). What VCs first paid for the shares: () $2.16 () $6.38 (also got common cheaper acc'd to source) [ also one of Redpoint's partners in , which bought today for $2.35b]

    4 replies 3 retweets 41 likes
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  14. Jul 28

    Yikes. Smartphone over-use a ticket to early-onset dementia? (ht: )

    2 replies 1 retweet 4 likes
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  15. Jul 25

    I should have tagged him,

    1 reply 1 like
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  16. Jul 25

    How many analysts had a sell on FB going into the call? Think just one: Brian Wieser at Pivotal Research.

    3 replies 3 retweets 7 likes
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  17. Jul 25

    Didn't Zuck say they would make changes that would impact the bottom line?

    Wow. Facebook shares are down roughly 9% after the co missed on revenue. Expectations going into this were that Facebook would remain impervious.
    1 reply 1 like
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  18. Jul 24

    First time receiving Model 3 marketing email. Sign they’re working off backlog /? Promises delivery in 2-4 months. The savings calculation to get me nearer $35k is a bit odd.

    11 replies 8 retweets 21 likes
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  19. Jul 21

    This column is puzzling. 's twitter habits and PR strategy aside, builds rockets that land themselves and engineers cars that get quite favorable reviews.

    7 replies 1 retweet 45 likes
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  20. Jul 20

    I think has done work that shows a surprising, statistically-significant number of successful founders are ex . I get that right Paul?

    In 2013 I interviewed and hired a woman from McKinsey. She did not report to me, but supported me on many projects. She told me she has a little startup in Indonesia that she runs with her co-founder nights and weekends. That startup was Grab!
    1 reply 1 retweet 7 likes
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