nicole

If I’m ever struggling to understand a business, taking a step back and saying “What is every party incentivized to do?” brings instant clarity. … When push comes to shove, Microsoft needs to defend their castle. They weren't defending it against a productivity upstart. They were defending it against an advertising company that was looking at it as... See more

I think the skill is holding both of those… to borrow a phrase from my wife, she loves this phrase, “holding both of those things in your head at the same time.” One is absolute dedication and commitment to a vision of the future that you see, your recursive vision about the future. And two, an utter lack of bias or pre-determined thought on how yo... See more

[10:49] I've made it a rule to force myself to do activities that are fun, either by myself or with other people, every single week.

…Both Tencent and Alibaba, the sponsors of these ridesharing companies realized that the next battlefield in this longstanding war between the internet giants in China is going to be mobile payments. And that the taxi companies, the ride-hailing companies are ways to spur payment value with mobile payments. So they start to kind of use these two ri... See more

It’s that they don’t have a structural advantage by gaining the position that they’re in to necessarily make that N+1 market any easier than the N market.

The challenge then becomes raise enough money and keep morale high enough for long enough so that you actually have the time to make it work. Hence the job of the CEO – the momentum creator.

[6:22] Once something is too painful or not fun or not enjoyable I just stop... we're done, we're taking a break, we're moving on.

[10:08] Every morning, I plan something that I will enjoy, so that's usually a slow breakfast by myself for me. But whatever it is, I know that there is going to be planning around this time, this sacred time in the morning that might even be 15 minutes or five minutes, but there is this time, so anything that I will start to schedule in will be af... See more