Turner Novak

@TurnerNovak

General Partner at ; Prev: , invested 's $1.6B endowment, Analyst

Ann Arbor, MI turner@gelt.vc
Vrijeme pridruživanja: travanj 2009.

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  1. proslijedio/la je Tweet

    Looking at revenue breakout for the 1st time at $15.1 billion: Does not include over 2 million users (thats ~1.2 bn in revenues) over 20 million / premium subs (thats ~2.4 bn in revenues) so closer to $19 bn total in 2019

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  2. prije 2 sata

    Reddit announces 1-1 chat and subreddit group chats. Leaning further into messaging feels like a smart move. Wonder what usage will look like?

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  3. prije 8 sati

    She's really sharp! If you're hiring, shoot me a DM and I can connect you.

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  4. prije 8 sati

    Good write-up on black beauty and hair care by a student at trying to break into VC after graduation - Black hair care was a $2.5B/yr market in '18 - 87% think health is the ultimate beauty accessory - Purchasing power of black consumers is $1.3T

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  5. proslijedio/la je Tweet
    2. velj

    . is looking for a FT growth marketing (in NYC) to help grow our 4 franchises (, , , and ). Ideal candidate has a few years of experience at an ad agency or DTC brand. Dm me if interest or tag people who may be.

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  6. 2. velj

    The initial, deleted version of this tweet was a great reminder that I use Shopify and Spotify interchangeably

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  7. 2. velj

    These charts from the startup Finix hint that practically all the free cash flow Shopify is projected to start generating will come from its payments product

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  8. 1. velj
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  9. proslijedio/la je Tweet
    1. velj

    The number of daily new suspected cases of in China declined today, while the number of daily new confirmed cases leveled off. Fastest growing category is people who have recovered and released from the hospital.

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  10. proslijedio/la je Tweet
    30. sij

    Since announcing the Barstool deal, Penn's market cap grew from $2.9b to $3.6b. They just bought a $400m company and $100m in revenue...for free.

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  11. 31. sij

    This 106 minute podcast by Ben and David is a great deep dive on Facebook's WhatsApp acquisition. Thanks for the shout out, it was great chatting about this one!

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  12. 30. sij

    Bentley Hall coming over from Plum Organics to turn around Good Eggs and raise from Benchmark and Obvious Ventures feels like an under reported story in tech. Good article on it here from 2018:

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  13. proslijedio/la je Tweet
    30. sij

    China is live streaming the construction of the two temporary hospitals for patients, and over 38 million people are watching it. Just imagine the pressure. Massive respect for everyone who is working on this!

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  14. 30. sij

    Realized that this chart was unclear; this one is easier to understand!

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  15. 30. sij

    One last thing: Facebook also said it would switch to only reporting this new “Family User” metric. Since there is no geographic or individual app breakdown, it will make it difficult for analysts to determine the health of Facebook’s core business!

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  16. 30. sij

    Facebook has plenty of plans in payments, commerce, etc. Its historically generated over 98% of revenue from advertising, so these could help Facebook monetize its emerging market users - but it will have to compete against Bytedance! Something to keep a close eye on in 2020!

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  17. 30. sij

    Facebook's pricing power (and cash flow) could be in serious trouble if Bytedance is able to really ramp up its self-serve ad network. The key will be: can TikTok age up and capture higher value video views from the core Facebook feed.

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  18. 30. sij

    App Annie data shows that time spent using TikTok in the US hit escape velocity in 2019, and is increasing exponentially. I'm expecting total US time spent in TikTok to surpass Snapchat and Instagram in 2020; it could even surpass the core Facebook app.

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  19. 30. sij

    Facebook doesn't breakdown FDAP numbers by geography, but if you use it to calculate a rough all-in cost per user (Total Expenses + Total CapEX), and consider that APAC and RoW include some US-like markets, its clear Facebook generates all of its cash flow from developed markets.

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  20. 30. sij

    Facebook recently rolled out a new "Family Daily Active People" metric, which is the average number of people who use any one of Facebook, Instagram, Messenger, or WhatsApp on either mobile or a web browser, on a given day (FB also explains its just a best-guess).

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