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An open protocol is one thing, but a beautiful API coupled with that will unlock more of the market. Duffel CEO
@stevedomin on Hacker News --> https://news.ycombinator.com/item?id=21377255 …pic.twitter.com/AFXAeqB074
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WebAssembly has its share of critics, but it's cool to think about the potential and what it tries to unlock in the browser. Here's an example with a new simulation product: https://news.ycombinator.com/item?id=21728776 …pic.twitter.com/ID63qLhMCR
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Career risk for capital allocators also an implication here. https://www.wsj.com/articles/after-wework-real-estate-startups-rethink-pursuit-of-fast-growth-11580207402 …pic.twitter.com/4gumVrFapG
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Has anyone else noticed this threading UI?pic.twitter.com/sk7pkOIV7k
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Hard to tell if it's really moved the needle though... https://www.fool.com/earnings/call-transcripts/2019/12/02/coupa-software-incorporated-coup-q3-2019-earnings.aspx …pic.twitter.com/bgt6Es4uKJ
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Coupa ($COUP) has used expense management and AP workflow software as a wedge into a broader financial universe for businesses. One recent product release -- "Source Together" -- provides digital GPOs. https://www.coupa.com/community/source-together/ …pic.twitter.com/W4vKkxsnxB
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Love this. Ray Lewis breaking down Peyton Manning. Near the end: "He didn't just wake up one day and decide to be good. I guarantee you there were some hours he spent by himself. Greatness is by yourself. No one else can make you be great." https://www.youtube.com/watch?v=ESioV1vObCo …
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and it's still early days for cloud... From Battery Ventures https://www.battery.com/powered/state-of-the-opencloud-2019/ …pic.twitter.com/N2Vgk8rr2n
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From Bill Janeway's "Doing Capitalism in the Innovation Economy" https://twitter.com/AswathDamodaran/status/1211754356950745088 …pic.twitter.com/qexX3brCPA
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Re: challenger banking --> some words here from Sam Woods, Deputy Governor of the Bank of England: "No small bank has successfully become a large bank." https://www.bankofengland.co.uk/-/media/boe/files/speech/2019/seven-awkward-questions-speech-by-sam-woods.pdf?la=en&hash=FFCE98F13CE704E57F0E82CCEAC53D73C6C529C2 …pic.twitter.com/UhZDzeqQUp
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Of course, the comp isn't as clean, mostly thanks to SoftBank. Some marketplaces are flailing, but I'm not convinced the strategy or excess capital are the problems. You need $$ to win global consumer markets. The issues may be rooted in governance and culture.pic.twitter.com/RyaABe3cRr
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Profitability (or lack of) is constantly a concern with mobile-era marketplaces like DoorDash and Instacart, but many of these companies follow the same playbook of consumer commerce companies ($AMZN,
$COST) before them: scale economies shared.pic.twitter.com/ZW4bbF0FZ8
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Furthermore, has a unique culture and organizational mindset.pic.twitter.com/MLANnHccyx
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From "Patient Capital" by Victoria Ivashina and Josh Lernerpic.twitter.com/InpzlrDW31
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Savage. "When you have two guys who've been where you're trying to go, it can't be criticism. It can only be information. Kareem used to criticize me all the time, but he was right. He was giving me information on how to get to the next level."https://www.youtube.com/watch?v=AsjHAExhmLo …
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