knight of cups

@yungmetronome

global macro hf, tech dilettante, tribal psyop; ex: tiger cub, soros, wharton

NYC / SF
Vrijeme pridruživanja: siječanj 2013.

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  1. Prikvačeni tweet
    15. kol 2018.

    Life is an immersive experimental theater piece that you direct and experience, and the meaning comes from the emotions you feel. It must be funded (career), produced (life planning, optimization of moment, choose tribe), and acted in (feeling freely / manic pixie dream boy).

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  2. proslijedio/la je Tweet
    prije 3 sata

    I often get introduced to people looking to make the jump into startups and Silicon Valley. This is the reading list I send them. It’s meant to be a primer for many of the popular concepts and jargon you will hear working at a startup.

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  3. proslijedio/la je Tweet
    prije 8 sati

    PhD student, c.2020: Here’s a limited argument I made based on years of specialized research. Hope it’s OK 😕 Philosopher dude, c.1770: Here are some Thoughts I had in the Bath. They constitute Universal & Self-Evident Laws of Nature. FIGHT ME.

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  4. proslijedio/la je Tweet

    11/ And finally, strategic acquisitions. These are when the multiples get certifiably insane. As in, 10x, 25x or 50x+ revenue. These are the acquisitions you read about on TechCrunch or HackerNews because it's what makes for great stories.

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  5. proslijedio/la je Tweet

    10/ Next, acquihires. This is sort of a crapshoot. Largely dependent on the number of people joining the company and basically has nothing do with any kind of multiples

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  6. proslijedio/la je Tweet

    9/ Next, revenue-based acquisitions. They'll usually go for 3-5x revenue. Your growth rate has a LOT to do with this. If you're mostly flat on growth, you'll be on the low end. If you're doing 10% MoM growth, you'll be on the high end of that.

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    8/ NOW! Let's talk about multiples for each of these because they're all over the place. First, flippers. They'll generally pay 1-3x revenue and/or profits. Depends on the buyer. They've got a low threshold for risk b/c their model is to just turn things over quickly.

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  8. proslijedio/la je Tweet

    Revealing look inside Amazon’s decision to forego relationship-building and wring big incentives out of cities & states for HQ2: “This entire thing was an ego exercise that blew up in Jeff Bezos’s face.”

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  10. 2. velj
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  11. 2. velj

    7/ PPS one way I screen people is by purposefully giving confusing signals. I dress like a working artist, tell people I "do economics research" (palatable to Main St), and try to engage with people on their tribal level. All they have is their questions

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  12. proslijedio/la je Tweet
    2. velj

    The truth behind the dramatic US airlift from Wuhan--most seats went to diplomats, the remainder sold at inflated prices. The 1,000 US citizens left behind, including some with newborns, feel abandoned. This feels like the USG looking after its own.

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  13. 2. velj

    6/ PS - I see too many people get caught up in local maxima in this regard. Forget what your social group thinks is a costly signal, and be cross-tribal. Extremes help a lot. The upper middle class angst is hilarious when viewed w/ the saturation of Middle East royal consumption

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  14. 2. velj

    5/ The end-state question becomes: what are the costliest signals? physical fitness, extreme distance sports, sustainable return on capital, cultural significance, emotional resonance, and the meaning stack - family, friends, community, moral high ground

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  15. 2. velj

    4/ Claimed praxis I think has to be vetted as theory - on the basis of their reasoning. I've found people only like answering this when they are truly competent - it is otherwise an attack on the signaling veil

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  16. 2. velj

    3/ Only way I've found to navigate this is to vet people on the basis of their theory and praxis alone. Praxis is truly costly, e.g. side projects that can clearly be vetted. Less clear is praxis hidden behind corporate/team veil, e.g. google PM. A lot of people hide incompetence

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  17. 2. velj

    2/ The other issue that occurs is in the Social Status Fog of War is desperate attempts to project legitimacy - Stanford / fellowships / VC name-dropping and self-congratulating. As Alex mentioned an example of what really mattered - did pref wipe out your equity stack?

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  18. 2. velj

    1/ Problem with social status illegibility is that you end up with tons of signaling (substack/medium/quora/building a brand), lowest common denominator Schelling points of wisdom, and LARPing. Great ideas are rare and content shouldn't be scheduled.

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  19. proslijedio/la je Tweet
    1. velj

    Mumbai police are testing "The Punishing Signal": the more motorists honk, the longer they will have to wait at traffic signals as the signal won’t turn green unless the decibel level is below 85dB. This is pure genius 😂

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  20. proslijedio/la je Tweet
    2. velj

    Doesn't the "pink tax" - where products marketed towards women cost more - just indicate that women are more willing to pay extra money to affirm their identity as female, and it's their own damn fault for not buying the cheaper, non-pink product?

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  21. proslijedio/la je Tweet
    1. velj

    99 smartphones are transported in a handcart to generate virtual traffic jam in Google Maps. Through this activity, it is possible to turn a green street red which has an impact in the physical world by navigating cars on another route!

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