@KTmBoyle
This trend is striking in affluent towns. I live in a town now where no kids work out the local stores, restaurants et al. Go a couple of towns over and the contrast is strong, and it’s only compounding. A real sense of community is lost and a true sense of entitlement is born.
@patrick_oshag
Operational Focus: “When art critics get together they talk about style, trend and meaning. When painters get together, they talk about where you can get the best turpentine.” Picasso
@Altimor
@faraz_r_khan
Ask anyone in 3PL or wharehouses in general and cheap labor is not plentiful. There’s massive shortage with 100% turnover - no one wants those jobs. It’s a > 1T opportunity.
@AriannaSimpson
@zachweinberg
The real message here: founders, do your homework on the process each Investor has as much as you can and cater to it. Everyone is different but they like their process and view it as the “right one”. One firms brownie points is another’s demerit.
@eriktorenberg
“Branding yourself is not the road to success. Instead do something great, and let everyone else brand you. Then continue to grow so they have to brand you again. Until eventually your brand is simply that you’re you.”
@neilstrauss
Fuse Energy is monetizing radiation at Q<1 to fund its path to Q>1.
Nuclear deterrence --> limitless energy.
I wrote 14k words on Fuse, from fusion basics to the nuclear triad to SpaceX. Here it is in one page:
@ReformedBroker
The science and data is clear about the trauma this creates, we are damaging these kids. There’s no reason for it. As Jeb said, it’s an act of love coming here. Who are we?!
@spcohn
@hblodget
We’ve had a 70% marginal tax rate for most of our tax history - 1913+. It gradually decreased in the mid 80’s. Even then those were off a much lower base then 10m. Argument makes 0 sense and has no sense of history.
@Jason
Commercial fleets have different missions and needs then consumer. Economics to scale from 1 charging station to 50 is non linear with infrastructure needs. This is a tight, cost effective solution to get a fleet on the road. Not really about consumer - but NIO interesting.
@patrick_oshag
@brettmaloley
@onepeloton
has been a game changer for me. The ease of access & good product has created a new baseline for my fitness. When I first heard about it many years ago as an investor it felt like such a short, but as a user now I get it. Props to those who saw it.
@MarcoDeMeireles
@tylertringas
@lessin
The take away is not about what’s a good or bad trait of VC’s, but if you want to execute efficiently and quickly, it’s great advice. Your job isn’t to be a missionary, your job is to raise and build.
My friend Sam
@lessin
is Harvard alum, wise, rational, kind with a strong moral compass and a motive force to help an institution he cares deeply about
Help spread the word!
Elect Sam to the Harvard Board of Overseers
@tomfgoodwin
A story as old as time itself -
@profgalloway
touches upon this. The “rich” making 2-4m who just increase fixed costs with massive burn and low savings = massive stress. But applies farther down the income curve.
@pmje73
@MadThunderdome
Software enabled, hardware defined is in a bull market and going to explode soon - climate, defense, manufacturing. Also plays into an onshoring, new capex cycle domestically.
@patrick_oshag
@wolfejosh
@BrentBeshore
The joy this brings me as a recent minivan buyer....can’t let my vanity get in the way of 13B in R&D around the perfect set up for a family of 5....the A-Team stripe will be put on next week.
Of all the quotes I came across in ‘19 - this one always comes back to me. “When art critics get together they talk about style, trend and meaning. When painters get together, they talk about where you can get the best turpentine.” Has given birth to a new personal mantra for 20.
@JasonHirschhorn
Maybe once a month I wonder when they are looking at the video tape and the tape goes white due to heat - why not rewind and see who put the briefcase there??
@E_Bruxxx
Unfortunately that cuts both ways - software can also very quickly pivot. Endless tales of a pivot to something better in iteration. Harder in hardware (or more capital intensive).
@wolfejosh
@hunterwalk
Great segment with Rick Rubin in beastie boy book about how ‘walk this way’ hook was already used by all the dj’s before Run DMC collaboration.
@wolfejosh
Knight rider is still a banger…I’d have to add Magnum PI and as a latch key kid I was still rocking Welcome back, Kotter and some others in the afternoon.
Constantly amazed by the work out of
@sfiscience
. The predictors, creators & problem solvers of tomorrow are an interdisciplinary group knee deep in the world of complexity and complex adaptive systems.
@pt
@km
@paulbz
Not a chance - they need to blow up their entire platforms, which by the way are planned out the next 5 years at 3-5B a platform. Tesla improved the traditional OEM by 25%. New entrants will take that to 40% with integrated design and more. >50% of OEM’s today are gone in 10yr
@infoarbitrage
@dealbook
Great thread - I talk about this often but do think we are in a much better place now then 15-20yrs ago. A time that saw a miss allocation of talent into banking et al. We are seeing a bit of an unwind as engineering students actually become engineers! Not structuring CDO’s.
@pmarca
I’ve now spent enough time in manufacturing that I’m willing to bet on a serious number of unbalanced quarters in the world skewing probabilities a bit….real world vs sim.
@jonsakoda
@wolfejosh
has some thoughts here - a core theme around living in cities, increased surface area for optionality and long serendipity in all walks of life.