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patio11's profile
Patrick McKenzie
Patrick McKenzie
Patrick McKenzie
@patio11

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Patrick McKenzie

@patio11

I work for the Internet, at @stripe, mostly on accelerating startups. Opinions here are my own.

東京都 Tokyo
kalzumeus.com
Joined February 2009

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    Patrick McKenzie‏ @patio11 12 Nov 2019
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    Replying to @antoniogm

    Matt Levine, who is a rare trifecta of a subject matter expert on a domain which is very important to tech which tech has material comparative disadvantage on. (“Explain the actors in an IPO and what their incentive structures are” a thing maybe 1% of tech can do.)

    1:52 PM - 12 Nov 2019
    • 4 Retweets
    • 112 Likes
    • Mikhail Glushenkov K Watts Nikete Jack Stokes Zach Brock Apoorva Govind Nemanja Petrić Neil Block matt P
    9 replies 4 retweets 112 likes
      1. New conversation
      2. Kamil Choudhury‏ @kchoudhu 12 Nov 2019
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        Replying to @antoniogm @patio11

        Nerds. They're all nerds. One set spent high school running cashflow analyses, the other spent time playing with assembly. Game, such as it is, recognizes game.

        0 replies 0 retweets 4 likes
      3. 4 more replies
      1. New conversation
      2. Sid Panjwani‏ @sidpanj 12 Nov 2019
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        Replying to @patio11 @antoniogm

        @patio11 Any other newsletters you think are of similar quality? I’ve also found @stratechery to be amazing.

        1 reply 0 retweets 2 likes
      3. Patrick McKenzie‏ @patio11 12 Nov 2019
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        Replying to @sidpanj @antoniogm @stratechery

        Those are the only two I read regularly at present; the third person I’d put in that mind space is Byrne Hobart. (Who has a newsletter but it isn’t the dominant form factor.)

        0 replies 0 retweets 4 likes
      4. End of conversation
      1. Kamil Choudhury‏ @kchoudhu 12 Nov 2019
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        Replying to @patio11 @antoniogm

        Most importantly he knows when he doesn’t know and shrugs his shoulders and moves on to the next amusing thing.

        0 replies 0 retweets 6 likes
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      2. Tikhon Jelvis‏ @tikhonjelvis 12 Nov 2019
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        Replying to @patio11 @antoniogm

        He's also just a brilliant writer—I recommend him even to people who don't necessarily care about finance, just as an example of how well you can explain complicated subjects.

        1 reply 0 retweets 6 likes
      3. Carter T Schonwald‏ @cartazio 14 Nov 2019
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        Replying to @tikhonjelvis @patio11 @antoniogm

        And it’s just damn funny too

        0 replies 0 retweets 0 likes
      4. End of conversation
      1. Troy Harvey‏ @troyharvey 12 Nov 2019
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        Replying to @patio11 @antoniogm

        +1 and @tylercowen

        0 replies 0 retweets 1 like
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      1. Evan J. Zimmerman‏ @ejzim 12 Nov 2019
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        Replying to @patio11 @antoniogm

        Seconded.

        0 replies 0 retweets 0 likes
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      1. Rory Murray‏ @therorymurray 12 Nov 2019
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        Replying to @patio11 @antoniogm

        Great response. He is truly in a class of his own (or a very very small class).

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