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kimmaicutler's profile
Kim-Mai Cutler
Kim-Mai Cutler
Kim-Mai Cutler
Verified account
@kimmaicutler

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Kim-Mai CutlerVerified account

@kimmaicutler

Partner at @initialized. Previously @techcrunch. When life hands me lemons, I make tarte au citron.

San Francisco
medium.com/initialized-ca…
Joined April 2008

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    1. David Aron Levine‏ @davealevine 1 Oct 2015
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      Replying to @davealevine

      @kimmaicutler but cycles are just how it works and it's kinda silly what the money is funding and doing at this point.

      1 reply 0 retweets 1 like
    2. David Aron Levine‏ @davealevine 1 Oct 2015
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      Replying to @davealevine

      @kimmaicutler when computer programmers can't afford rent and the imitator and idiot companies (using Buffett's three i's) are burning cash

      3 replies 0 retweets 0 likes
    3. Kim-Mai Cutler‏Verified account @kimmaicutler 1 Oct 2015
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      Replying to @davealevine

      @davealevine if a lot of their comp is in equity.... is what I'm saying.

      1 reply 0 retweets 1 like
    4. David Aron Levine‏ @davealevine 1 Oct 2015
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      Replying to @kimmaicutler

      @kimmaicutler yeah. Illiquid private securities that are being bid up by a liquidity wave that will retrench and leave them very disapponted

      3 replies 0 retweets 1 like
    5. Kim-Mai Cutler‏Verified account @kimmaicutler 1 Oct 2015
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      Replying to @davealevine

      @davealevine in the most expensive part of the housing stock while everyone else is rent-controlled or on 30 yr fixed mortgages from yrs ago

      1 reply 0 retweets 1 like
    6. David Aron Levine‏ @davealevine 1 Oct 2015
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      Replying to @kimmaicutler

      @kimmaicutler yeah. Especially the young ones who dropped out or what have you. Cest la vie. Way worse social issues!

      1 reply 0 retweets 1 like
    7. Kim-Mai Cutler‏Verified account @kimmaicutler 1 Oct 2015
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      Replying to @davealevine

      @davealevine The cos doing the most aggressive acquisition of space are ones like Uber, Apple & Stripe though.

      1 reply 0 retweets 1 like
    8. David Aron Levine‏ @davealevine 1 Oct 2015
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      Replying to @kimmaicutler

      @kimmaicutler fair enough. Some awesome companies will make it through the cycle.

      3 replies 0 retweets 0 likes
    9. Kim-Mai Cutler‏Verified account @kimmaicutler 1 Oct 2015
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      Replying to @davealevine

      @davealevine I think it's a function of how we do property taxes. Also just very little elasticity with supply.

      1 reply 0 retweets 1 like
    10. David Aron Levine‏ @davealevine 1 Oct 2015
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      Replying to @kimmaicutler

      @kimmaicutler yeah. I've seen your work on that stuff. Truly messed up structure and incentive system.

      3 replies 0 retweets 1 like
      Kim-Mai Cutler‏Verified account @kimmaicutler 1 Oct 2015
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      Replying to @davealevine

      @davealevine which is why El Camino Real, a 200+ year old road that runs the length of Silicon Valley, is filled with 1-story retail

      5:56 PM - 1 Oct 2015
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      1 reply 0 retweets 1 like
        1. Tim McCormick‏ @tmccormick 1 Oct 2015
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          Replying to @kimmaicutler

          @kimmaicutler @davealevine re eg El Camino, not just prop tax, it's dysfunctional zoning. Owners'd use land adapt/productively if they could

          0 replies 0 retweets 2 likes
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