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Asking A $100M/Year Founder For Profitable Business Ideas (#413)
youtube.comStartups are increasingly building product features that depend more on a balance sheet of capital to differentiate themselves versus customer value that is unique and defensible. This creates feature wars that quickly become balance sheet wars when other startups or incumbents decide to copy these features. Free stock trading, hi-rate savings acco... See more
Chamath Pailihapitiya • Social Capital Annual Letter 2019
Security Error | Columbia Business School
www8.gsb.columbia.eduEugene Wei – Tech, Media, and Culture - [Invest Like the Best, EP.117]
open.spotify.comWas Chatting With a Well-Known Founder Yesterday About the "Founder...
Phil Carter - Growth Advisor for Consumer Subscription Startups
philgcarter.com
I have seen startups managing for profitability prematurely—a huge mistake. They simply do not appreciate the dynamics of an early stage, high growth operation versus a large, steady-state company. Big company thinking: check it at the door.
Frank Slootman • TAPE SUCKS: Inside Data Domain, A Silicon Valley Growth Story
In San Francisco, owning a Ferrari wasn’t nearly as cool as owning pre-seed shares in Stripe or Uber. In some ways, startup equity behaved more like a Veblen Good -- one that paradoxically sees more demand as the price goes up -- than like an investment.