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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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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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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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Eric Stromberg proslijedio/la je Tweet
Exclusive: @TheAthletic raises $50 million, is valued at roughly $500 million after the new raise, according to sources familiar with the deal. More on@axios:https://www.axios.com/the-athletic-fundraising-round-series-d-e7026194-ccc7-4ec2-8415-6b8902c9a11a.html …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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:https://medium.com/bedrock/bedrock-leads-50m-series-d-in-the-athletic-89499facc74c …
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10 years ago the
@nytimes 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:pic.twitter.com/eOQB2daHf1
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While we are on the topic, you should also pre-order New Waves by
@knguyen, another book by an Oyster alumni that is sure to hit the NYTimes bestseller list!https://www.amazon.com/dp/1984855239/ref=cm_sw_r_cp_awdb_t1_LWChEbCZA84TW …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Seriously, congrats
@annawiener 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].https://www.indiebound.org/book/9780374278014 …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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 :)pic.twitter.com/DrfiTDzNPj
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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
#s will converge over a decade. Until then it will be very costly for Disney.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Too kind! I enjoyed it as well. Tough matchup, good memories.https://twitter.com/Gmasejr/status/1216386453007151104 …
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When we took this photo in 2006 I never would have predicted what the next 14 years would hold. I remember
@KDTrey5 getting up shots at game speed until the minute we took it. Legend!https://twitter.com/timelesssports_/status/1215099041362608128 …
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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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"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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Short: Twitter dunks Long: Basketball dunks Happy New Year!pic.twitter.com/SsQbHcjGyY
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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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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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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?"https://twitter.com/jmj/status/1204240566847885312 …
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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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On reflection, 30x20" is just not enough galaxy brain.
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