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  1. Prikvačeni tweet

    This past fall, I had the opportunity to give at presentation at on the topic of pursuing your "dream job." Many years in the making, I hope it is helpful to those that are navigating their career journey.

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  2. 2. velj

    Miami is sophisticated !

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  3. proslijedio/la je Tweet
    1. velj

    I think this might be the article got banned for posting. Just checking for a friend. Whatever you do, don't post it independently (so it stays alive if I get banned). It would be a shame if it blanketed Twitter...

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  4. proslijedio/la je Tweet
    29. sij

    7/We spend a lot of time discussing the limitations of multiples for valuation. You earn the right to use a multiple only when you demonstrate that you understand the economic assumptions that are behind it.

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  5. proslijedio/la je Tweet
    25. sij

    1) Casper vs. Purple is an interesting case study in the benefits of being public vs. private. Going public forced Purple to develop discipline that can clearly be seen in their superior growth/profitability metrics vs. Casper. Purple is a lean, mean fighting machine.

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  6. 25. sij

    Finally watched last night. At 209 minutes, not the longest movie I have enjoyed. That would be the epic 238 minute Tom Petty documentary "Runnin' Down a Dream." Run, don't walk, if you haven't seen it.

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  7. 25. sij

    Hey lazyweb (sports bettor edition), why are my unranked Gators “giving points” to the #1 team in the nation tomorrow?

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  8. 24. sij

    The open-source movement keeps getting bigger and more interesting. If you have never heard of , I would consider this a must read. From academia to industry.

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  9. 23. sij

    If you are interested in competitive/professional gaming, & haven't read this opus from - you should, it is a remarkable piece of writing:

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  10. proslijedio/la je Tweet
    23. sij
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  11. proslijedio/la je Tweet
    22. sij

    Wow, Howard Marks, whom I admire greatly on 20 minutes VC. So much general good life advice in this episode. Great interview by !

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  12. proslijedio/la je Tweet
    20. sij

    Stitch Fix CEO shares the worst advice she never took with .

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  13. proslijedio/la je Tweet
    20. sij

    1) Great post on Discord by My brother in law replaced Slack at his company with a combination of and ; which is super interesting to me as he has quite a track record.

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  14. 20. sij

    Stumbled upon this important piece from Aug. by . If you are building for SEO, it's important to know that Google is actively working to minimize non-paid clicks off of Google (and succeeding, esp. on mobile). Trend only goes one direction.

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  15. proslijedio/la je Tweet

    Scary data in the food delivery space (see below). Let’s hope discipline prevails and we don’t see another wework debacle — which is really bad for our entire ecosystem

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  16. 17. sij

    So my answer is probably first & second. They are the most desperate when looking at "burn-rate" to available cash. Be interesting to see what happens to top-line growth when subsidization goes away. EASY to grow when giving away value.

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  17. 17. sij

    As they both have raised so much money at such high prices, such a financing would either be a (a) down-round, (b) super-termy round, or (c) a pass-the-hat all-inside round. & last round was a (c) already.

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  18. 17. sij

    As you see, because is profitable & raised $10B in IPO, these companies have maximum flexibility. The others will need to move to profitability first/fastest, unless they can somehow get even more $$. This is obviously difficult with new focus on unit economics.

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  19. 17. sij

    We need to just look at burn rate relative to available cash. Using estimates from others on Twitter, you divide current burn rate by available cash (the numbers are estimates, if you have better ones plug them in), and look at who has the most "breathing room." Answers attached:

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  20. 17. sij

    Provocative question Roman! Which company ( , , , ) will need to bend first/fastest to profitability? We know that 3/4 of the players in US food wars are heavy cash burners. That makes the analysis calculable...

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  21. proslijedio/la je Tweet

    I hear food delivery used to make $3+ a delivery--which adds up! The large amounts of money raised by , & lead to everyone losing $1-2 a delivery (from what I hear) This will end in 2020, as there is no way for Doordash or Postmates to IPO unprofitably

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