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  1. 31. sij

    I'm always a bit bummed when someone says "That's a great question" for the 3rd time in a conversation. 1-2 times and I feel like I'm just really on my game, asking great questions. Then hit me with a 3rd one, and I realize the first 2 didn't mean much.

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  2. 28. sij

    As an investor, it's easy to forget that compelling numbers on a spreadsheet are merely the reflection of a great product. If the latter ever changes, the spreadsheet won't save you.

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  3. 24. sij

    It strikes me that TikTok is pulling creativity out of an entire generation of kids -- the benefits of which are being dramatically underestimated.

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  4. proslijedio/la je Tweet
    21. sij

    🚨 Exclusive: raises $50 million, is valued at roughly $500 million after the new raise, according to sources familiar with the deal. More on :

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  5. 21. sij

    We are thrilled to share that Bedrock has led a $50M Series D in The Athletic. When the content flywheel is turning and retention is this strong, subscription businesses tend to surprise everyone with how large they can become:

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  6. 17. sij

    10 years ago the had a market cap of $600M and was in a death spiral. Today it is worth almost 10x that. This is what it looks like when you finally overcome The Innovator's Dilemma:

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  7. 15. sij

    While we are on the topic, you should also pre-order New Waves by , another book by an Oyster alumni that is sure to hit the NYTimes bestseller list!

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  8. 15. sij

    Seriously, congrats on the book release. You all should buy it right now — it is exceptionally well written [and I'm not just saying that because I had the pleasure of working with Anna in 2013 and there are a few pages on our first startup].

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  9. 15. sij

    In between the original Uncanny Valley essay (2016) and the book (2020) my character was upgraded from "breezy and helpful" (🙂) to "fast-moving, confident, and chiseled" (🔥). Let's go! I can only hope to maintain this upward trajectory for the movie :)

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  10. 15. sij

    Netflix's hidden advantage: old subscriber bases churn at lower rates than new ones. I wouldn't be surprised if Disney+ churns 15%+ monthly - since everyone is new. Netflix is likely at 1%-2%. Those will converge over a decade. Until then it will be very costly for Disney.

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  11. 12. sij

    Too kind! I enjoyed it as well. Tough matchup, good memories.

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  12. 9. sij

    When we took this photo in 2006 I never would have predicted what the next 14 years would hold. I remember getting up shots at game speed until the minute we took it. Legend!

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  13. 5. sij

    New York is the future. Silicon Valley is the future. Boston is the future. LA is the future. Remote is the future. Ignore all of this - it's mostly people validating their own choices and may not be relevant to your context. Build the company that you want to build.

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  14. 2. sij

    "If we don't build it now, nobody else will" is a much better starting point for a new company than "If we don't build it now, somebody else will."

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  15. 29. pro 2019.

    Short: Twitter dunks Long: Basketball dunks Happy New Year!

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  16. 27. pro 2019.

    Actual conversation, multiple times this year: Them: "You should talk to my good friend, he's starting a company in X industry." Me: "Awesome, what's his name?" Them: "Um...hang on... let me look up his name quickly." "..." "..."

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  17. 11. pro 2019.

    Over-explored narrative: "This company is worth X billion dollars. Here's how it succeeded" Over-explored: "This company shut down. Here's how it failed." Dramatically under-explored: "This company is worth X billion dollars. Here's how it could have been worth 10x more."

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  18. 10. pro 2019.

    Years ago I met a founder who partnered with HBO for a documentary on launching a startup. After a few weeks of filming, the project was scrapped for being way too boring. Producer: "Where's the chaos? Where's the big red button you press on launch day?"

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  19. 27. stu 2019.

    Anyone who has worked at a big company with multiple offices knows exactly what the future of remote work looks like — 20 people separately dialed into the same video call, 18 of whom are on mute with their camera turned off the entire time.

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  20. 26. stu 2019.

    On reflection, 30x20" is just not enough galaxy brain.

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