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Prikvačeni tweet
1/ Everyone in consumer is trying to figure out how to play emerging CPG (<$15m in revenue). EVERYONE. Every public CPG company, every retailer, every consumer VC and PE firm, every meaningful public investor. EVERYONE. Here is why.
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Looking to update this for 6 yr old (and continue to update it periodically going forward). Twitterverse- please put out some recommendations for great books for a 6 yr old. Special prizes go to books centered around: -values -math/science -risk taking -curiosity -sportshttps://twitter.com/ryan_caldbeck/status/1091202900972302336 …
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on your point about gut: Interesting - there are several investment firms that have a thesis they can pick movies to make/invest into based solely on data. Winton is an example. I don't know the returns though. I wonder if
@netflix is too?@MBGilroyhttps://twitter.com/MBGilroy/status/1221825080688201728 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
10/ I don't know if there are other takeaways but my main one was just really appreciating the concept of enmeshment.
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9/ The thought about building activities outside of work resonates with me a lot too. The happiest folks in this community that I have seen seem to be those that have at least one (and usually just 1) really strong hobby outside of work.
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8/ That "More something" leads to less vulnerability. More posturing. More jealousy. At least thats my experience.
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7/ There is always someone with a tech company that is more successful, more impactful, more loved by users. More something. Always more something.
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6/ People in a friend group become more or less successful and move to different friend groups -more so than any community I’ve lived in before. It is a brutal cycle – in part because it leads to a comparison game that can’t be won.
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5/ “what do you do” leads to “how many people work there now?” or “who are the investors” or “what round are you guys now?” Various questions that all, in my experience, lead to “how successful/powerful are you and how much money are you going to make?”
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4/ I find this concept of enmeshment particularly painful – and persistent- in San Francisco. It is one of the few single industry town (or at least it feels like it) which leads to compare yourself with other folks in tech much more frequently and easily.
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3/ The part about career achievements being valued in the family does not resonate. That has not been a stress I have felt with my wife. The part about career achievements being valued in my community hits home in a big and difficult way.
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2/ I’ve talked a fair amount about the mental health challenges of being a founder – including loneliness, jealousy, exhaustion. What I think this article is helping me to do is to really get more specific on diagnosing a key issue.https://twitter.com/ryan_caldbeck/status/1000757134403846144 …
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1/ Thank you to
@KieranSnyder for sharing this with me. The concept of "enmeshment" resonates so much w/ me both for founders and investors. Enmeshment is when boundaries between 2 people, or perhaps a person and job, become blurred. Loss of identity.https://hbr.org/2019/12/what-happens-when-your-career-becomes-your-whole-identity?utm_source=pocket&utm_medium=email&utm_campaign=pockethits …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Ryan Caldbeck proslijedio/la je Tweet
The biggest challenge isn't building good models, its using them and sticking with them.pic.twitter.com/PtcFaHIfsz
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I will never understand why my
@Cuisinart toaster goes to 6 when level 3 burns the toast 100% of the time.Hvala. 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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You know because Juiecero was going to own 70% of juice right? Or a mayo company might own all of condiments?
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I think when Tech VCs invest into CPG/retail it is a disaster. They tend to put outrageous valuations perhaps driven by the belief that a consumer company can “own a market” like some tech companies could.
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Dear
@wework, Please stop investing into consumer companies. I’m not sure what possible strategic vision there could be, and how it could help you be great in real estate, but you’re killing these companies by overcapitalizing them with absurd valuations.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
that just had me laughing
@connorshepherd - yeah. I always appreciate people reminding me of that onehttps://twitter.com/connorshepherd/status/1217328614984671233 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
12/ [Editor's note: I had cooled my jets a bit on Twitter over the Holidays but
@Web inspired me to come back]Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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