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Prikvačeni tweet
This past fall, I had the opportunity to give at presentation at
@UTexasMcCombs 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.https://youtu.be/xmYekD6-PZ8Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Bill Gurley proslijedio/la je Tweet
I think this might be the article
@zerohedge 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...https://www.zerohedge.com/geopolitical/coronavirus-contains-hiv-insertions-stoking-fears-over-artificially-created-bioweapon …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Bill Gurley proslijedio/la je Tweet
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. https://www.bluemountaincapital.com/wp-content/uploads/2015/03/What-Does-an-EV-EBITDA-Multiple-Mean.pdf …
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Bill Gurley proslijedio/la je Tweet
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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Finally watched
@theirishmaan 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.https://www.rottentomatoes.com/m/runnin_down_a_dream_tom_petty_and_the_heartbreakers …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hey lazyweb (sports bettor edition), why are my unranked Gators “giving points” to the #1 team in the nation tomorrow?pic.twitter.com/cOk1f7kOr6
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The open-source movement keeps getting bigger and more interesting. If you have never heard of
@risk_v, I would consider this a must read. From academia to industry.https://twitter.com/Calista_Redmond/status/1220521807670906881 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
If you are interested in competitive/professional gaming, & haven't read this opus from
@minakimes - you should, it is a remarkable piece of writing: http://www.espn.com/espn/feature/story/_/id/13035450/league-legends-prodigy-faker-carries-country-shoulders …https://twitter.com/adambain/status/1220222809445502976 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Bill Gurley proslijedio/la je TweetHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Bill Gurley proslijedio/la je Tweet
Wow, Howard Marks, whom I admire greatly on 20 minutes VC. So much general good life advice in this episode. Great interview by
@HarryStebbings!https://open.spotify.com/episode/18BYGe0W5oRxi3Xzh9M7HL?si=R7Pxtx6CRLKRF_z7bVSvjA …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Bill Gurley proslijedio/la je Tweet
Stitch Fix CEO
@KMLake shares the worst advice she never took with@RebeccaJarvis. https://gma.abc/2RyOfRZ pic.twitter.com/verFVpizWeHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Bill Gurley proslijedio/la je Tweet
1) Great post on Discord by
@FoolAllTheTime My brother in law@zachphillips replaced Slack at his company with a combination of@discordapp and@NotionHQ ; which is super interesting to me as he has quite a track record.https://mule.substack.com/p/dark-horse-discord …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Stumbled upon this important piece from Aug. by
@randfish. 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.https://twitter.com/randfish/status/1161318597597126656 …
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Bill Gurley 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 ecosystemhttps://twitter.com/bgurley/status/1218015916744560641 …
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So my answer is probably
@Postmates first &@doordash 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.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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. &
@Postmates last round was a (c) already.http://abovethecrowd.com/2016/04/21/on-the-road-to-recap/ …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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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:pic.twitter.com/LqktMJR39P
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Provocative question Roman! Which company (
@Grubhub ,@UberEats ,@Doordash,@Postmates) 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...https://twitter.com/SaviRoman/status/1217999985142140928 …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Bill Gurley proslijedio/la je Tweet
I hear food delivery used to make $3+ a delivery--which adds up! The large amounts of money raised by
@doordash,@uber &@Postmates 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 unprofitablyPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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