🚨 New blog post! Have you ever made a decision with confidence, only to later realize you lacked key information? Or found yourself with all the facts but hesitated to act? In this post, I share a framework to help you navigate through these situations.
As an
@Athletics
fan, today is a truly heartbreaking day. The A’s were the final hope for Oakland to keep a sports tradition alive, and losing them is devastating for fans and the community. The team was more than just a source of entertainment; it was a source of pride and unity
@GunmaiLance
@TheWarriorsTalk
Nobody is saying what Draymond did was right. The point is that what Sabonis did was also wrong, yet that’s not getting acknowledged as much as it needs to.
@TruthBurner35
@wstgoat7
He also shot 14-26 and scored 43 points in a must win game 4 at TD Garden. He then shot 12-21 and went for 34 in a closeout game at TD Garden.
@ejgreenberg
Investment banking:
“If you don’t pass your licensing exams you’ll get fired”
“You can take vacation but if something comes up last second, be prepared to cancel your trip”
“You are expected to be on call 24/7 and expected respond to all emails within 2 hours”
*Personal Update* - I am excited to be joining
@whoop
as VP, Strategic Finance and partnering with
@willahmed
,
@JohnCapodilupo
, and the entire team on the next phase of the company’s growth! 🔥
@SFPD
There’s glass all over the street in Alamo Square and 10 car break ins per day. I’d love to not have to worry about my car being broken into every time I want to drive to work. Please focus your energy on important issues.
Helpful weekly US app download data from App Annie over the last several weeks. Apps are up 35% y/y and games up 45% y/y. Business, education, news categories are still up while sports and travel still down. The most dramatic change happened week of 3/15 but trends haven't slowed
Since Jan 2019:
$SNAP: +180%
$MTCH: +109%
$TWTR: +48%
$FB: +40%
$AMZN: +20%
$GOOG: +16%
It was not too long ago when Snap hit a bleak $5/share (12/2018) and Match tanked (5/2018) after FB announced a dating product. Good to see the upstarts fighting through the tough times.
1/ SaaS founders rejoice! Excited to release
@IVP
's SaaS Fundraising Handbook with
@themichaelmiao
! Everything you need on metrics + fundraising in one place!
Benchmarks ✅
Financial Templates ✅
Pro-Tips ✅
Diligence Questions ✅
Valuation Data ✅
@J_Klinsmann
It was one of Iran’s biggest wins ever. You could have talked about their 21 shots, Taremi’s 8 chances created, the coaching change to a 4-2-3-1 in min 75 to go for the win. Iranians are justified being frustrated that this is what you chose to focus on, misunderstanding or not.
That’s two straight years that athletes wearing
@whoop
get 1st and 2nd place at
@TheMasters
.
@willahmed
2022: Scheffler, McIlroy
2021: Matsuyama, Zalatoris
@PeteThamel
The PACC conference
Pacific Atlantic Coast Conference
Cal - Virginia
Stanford - Duke
These are the unspoken rivalries that have always made sense on paper
.
@zoom_us
's revenue growth benchmarks far ahead of the 90th percentile when compared to enterprise IPOs from the past decade. Even more impressive when you combine this with 80%+ gross margins and very strong capital efficiency. What a monster of a company!
@dbrindle_
@BBCBreakfast
It was one of Iran’s biggest wins ever. He could have talked about their 21 shots, Taremi’s 8 chances created, the coaching change to a 4-2-3-1 in min 75 to go for the win. Iranians are justified being frustrated that this is what he chose to focus on, misunderstanding or not.
@Matt_Fortuna
@ChrisVannini
Winning percentage since 2010:
Oregon State: .419
Cal: .424
Stanford: .634
If you remove the last 2 years:
Oregon State: .366
Cal: .428
Stanford: .695
Let’s not get carried away by recency bias here over a 1-2 year window.
Scooters being pulled off the streets in SF is like a natural A/B test for Uber and Lyft to understand how much business they were losing. Compare demand now to when scooters were on the streets (and again to when they are back on the streets after permits are granted).
Met with a talent partner at a top-tier VC firm who said her firm’s thesis is that the next crop of great young founders will come from
@UCBerkeley
. Love to hear this.
#GoBears
Great VC investment framework: Team/Tech/TAM/Traction/Moat. Many companies we meet with have the first 4 but not the last. Because today’s incumbents are savvier than ever at detecting threats and competing, having a strong moat is more important than ever
@TurnerCast
@WestCoastCFB
It’s called a prediction. You don’t have to agree with it. Cal is going to run all day on Auburn and expose the weak run D. They certainly have a chance.
@OfficialNBARefs
Why doesn’t the team get their challenge back if they are successful? Feels punitive to take it away especially if forced to use it on a bad call.
We couldn’t be more thrilled to partner up with
@willahmed
and the entire
@whoop
team on the journey ahead! Here’s why we’re so excited to lead the latest round.
@IVP
1/ One of the core dynamics I look for when investing in consumer products is the potential for habit formation, which is a leading indicator for product durability.
@nireyal
has an awesome framework I continue to come back to time and time again.