#  @kevg1412 Kevin Gee Kevin Gee posts on X about investment, $googl, open ai, if you the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1609399452/interactions)  - [--] Week [-------] +303% - [--] Month [-------] -54% - [--] Months [---------] +458% - [--] Year [---------] +15% ### Mentions: [--] [#](/creator/twitter::1609399452/posts_active)  - [--] Week [--] -75% - [--] Month [---] +62% - [--] Months [---] +259% - [--] Year [---] +57% ### Followers: [------] [#](/creator/twitter::1609399452/followers)  - [--] Week [------] +0.36% - [--] Month [------] +2.60% - [--] Months [------] +17% - [--] Year [------] +25% ### CreatorRank: [-------] [#](/creator/twitter::1609399452/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [technology brands](/list/technology-brands) [stocks](/list/stocks) [celebrities](/list/celebrities) [vc firms](/list/vc-firms) [social networks](/list/social-networks) [countries](/list/countries) [travel destinations](/list/travel-destinations) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) **Social topic influence** [investment](/topic/investment), [$googl](/topic/$googl), [open ai](/topic/open-ai), [if you](/topic/if-you), [in the](/topic/in-the), [kevin warsh](/topic/kevin-warsh), [fed chair](/topic/fed-chair), [jeff bezos](/topic/jeff-bezos), [business](/topic/business), [ai](/topic/ai) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Spotify Technology (SPOT)](/topic/$spot) [Goldman Sachs (GS)](/topic/goldman-sachs) [Morgan Stanley (MS)](/topic/morgan-stanley) [Klarna Group plc (KLAR)](/topic/klarna) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Tesla, Inc. (TSLA)](/topic/tesla) ### Top Social Posts Top posts by engagements in the last [--] hours "@aplusk Its definitely the Martin Carlton Stunt Special: https://m.youtube.com/watchv=KHtfiqtCCa0 https://m.youtube.com/watchv=KHtfiqtCCa0" [X Link](https://x.com/kevg1412/status/1255702002673147905) 2020-04-30T03:34Z 20.9K followers, [--] engagements "Had to download @Spotify to use @roadtrip_fm. No idea how hard it is to create playlists. That said was in the middle of studying @wolfejosh and came across this 💡= [--] song from each artist (altho Cult of Luna and Pantera each on twice) Roadtrip room name = WolfeTown 😛 Music preference test. How many 5: no signal 15: we are fast friends 20+: I understand you having never met you https://t.co/0kPoKyllqI Music preference test. How many 5: no signal 15: we are fast friends 20+: I understand you having never met you https://t.co/0kPoKyllqI" [X Link](https://x.com/kevg1412/status/1269476474915942401) 2020-06-07T03:49Z 20.6K followers, [--] engagements ""Cash flow is a lifeblood. It's a river. And if you're not in the middle of the flow you're sitting idly on the banks watching it flow by. Stay close to the money." - @wolfejosh (2004)" [X Link](https://x.com/kevg1412/status/1358875551113437185) 2021-02-08T20:29Z 20.6K followers, [---] engagements "4/ Focusing on just the 3P marketplace they grew 151% y/y to $1.2bn which is +33% q/q but a [--] point y/y deceleration sequentially. These growth rates can be deceiving though. They added $300mn of marketplace revenue q/q which is an acceleration of the $190mn they added last q" [X Link](https://x.com/kevg1412/status/1460680708158935044) 2021-11-16T18:46Z 22.5K followers, [--] engagements "5/ Their 1P business grew +82% y/y to $280mn but still remains a low % of GMV at 1.7%. They will continue to grow this business to fill out inventory selection especially of low value SKUs and not as a profit driver" [X Link](https://x.com/kevg1412/status/1460680710356799489) 2021-11-16T18:46Z 22.5K followers, [--] engagements "15/ Other efforts include Seller Missions which is a gamified incentive program for sellers and listing optimization tools. Creating more engaged sellers with semi-standardized listings helps decrease consumer purchasing friction" [X Link](https://x.com/kevg1412/status/1460680738899062788) 2021-11-16T18:46Z 22.4K followers, [--] engagements "16/ Ecommerce S&M was elevated to $690mn as they expand into new markets and continue to be aggressive in acquiring new users. This contributed to an ecomm. segment loss of ($680mn) a $100mn miss vs. consensus. Not a huge deal in the grand scheme of things" [X Link](https://x.com/kevg1412/status/1460680741310779398) 2021-11-16T18:46Z 22.4K followers, [--] engagements "2/ Net revenues were +61% y/y to $800mn a slight deceleration from last Qs +72% and 1% miss vs. consensus. We will walk through their [--] segments: mobile games VAS advertising and Ecom. & other. But first on platform health" [X Link](https://x.com/kevg1412/status/1461169245404872708) 2021-11-18T03:07Z 22.4K followers, [--] engagements "3/ MAUs grew to 267mn representing q/q user growth of 30mn. This is the largest growth since 1Q20 (in the crux of covid) and more than 2x as many users as they added last q. Their DAU/MAU ratio remains below peer social media though at 27% +50bps sequentially" [X Link](https://x.com/kevg1412/status/1461169247216832516) 2021-11-18T03:07Z 22.4K followers, [--] engagements "16/ It is possible there were knock off effects of this that weighed on advertising pricing (and thus CMR) but we would need more merchant info before believing this conspiracy theory" [X Link](https://x.com/kevg1412/status/1461410794134925314) 2021-11-18T19:07Z 22.5K followers, [--] engagements "17/ To the positive Chinese active annual customers reached 953mn +41mn q/q. This was led in part by new initiatives with Taobao deals and Taocaicai which drove annual buyers to 240mn +60mn q/q. However this increased investment crushed margins" [X Link](https://x.com/kevg1412/status/1461410795913240578) 2021-11-18T19:07Z 22.5K followers, [--] engagements "7/ Active [--] month buyers grew to 867mn +17mn q/q but average monthly users were about flat though at 741.5mn +3mn q/q" [X Link](https://x.com/kevg1412/status/1464290521564672003) 2021-11-26T17:50Z 22.4K followers, [--] engagements "8/ Operating profit was $332mn +23mn sequentially. Gross margins improved 400bps q/q but that was mostly a byproduct of rolling off the 1P business. Total gross profits were $30mn lower q/q" [X Link](https://x.com/kevg1412/status/1464290522625757184) 2021-11-26T17:50Z 22.4K followers, [--] engagements "1/ A tech conglomerate with a leading industry positionif not monopolyin no fewer than [--] industries with revenues growing 20% and trading at 24x earnings excl. investments Tencent is the company you would have tried to create if you had a crystal ball in China in 1998" [X Link](https://x.com/kevg1412/status/1481753595091435520) 2022-01-13T22:22Z 22.5K followers, [---] engagements "@JoePompliano @APompliano Second this. Another mindblowing movie (although different type) is The Man from Earth https://en.wikipedia.org/wiki/The_Man_from_Earth#::text=The%20Man%20from%20Earth%20ishis%20deathbed%20in%20April%201998 https://en.wikipedia.org/wiki/The_Man_from_Earth#::text=The%20Man%20from%20Earth%20ishis%20deathbed%20in%20April%201998" [X Link](https://x.com/kevg1412/status/1489728167900180481) 2022-02-04T22:30Z 20.6K followers, [--] engagements "10/ On this new metric 3Q21 EBITA was RMB 57.7bn down -20% y/y. This equates to EBITA margins of 34% a sequential decrease of 1100bps from 45% in 3Q20. The key here is whether their incremental investments are accretive but we don't have the info to judge that unfortunately" [X Link](https://x.com/kevg1412/status/1496931723476537346) 2022-02-24T19:35Z 22.5K followers, [--] engagements "11/ We know they are successfully gaining traction with 280mn AAC on Taobao Deals now but we see how unprofitable PDDs similar business is. (Consumer Local Services which is a 2nd player next to Meituan also is of questionable ultimate profitability.)" [X Link](https://x.com/kevg1412/status/1496931724839686153) 2022-02-24T19:35Z 22.5K followers, [--] engagements "7a/ (However see our CPNG free report for a breakdown of this TAM that includes some unexpected categories)" [X Link](https://x.com/kevg1412/status/1499462748400341011) 2022-03-03T19:12Z 22.4K followers, [--] engagements "1/ New Deep Dive $FND If you take Costco and mix it with Sherwin Williams and focus on just the hard surface flooring market then Floor & Decor (one of Berkshires more unmentioned stakes) is what youd get" [X Link](https://x.com/kevg1412/status/1590086399675764736) 2022-11-08T20:58Z 22.1K followers, [--] engagements "Business lessons from Jack Grimm Colgate-Palmolive" [X Link](https://x.com/kevg1412/status/1622696231377182721) 2023-02-06T20:38Z 22.1K followers, [----] engagements "Inflation growth and the four types of economic environments" [X Link](https://x.com/kevg1412/status/1629237151945887747) 2023-02-24T21:49Z 20.6K followers, [----] engagements "Chris Hohn on how TCI consistently generates high alpha: The "combination of taking a long-term view which gives us a time horizon arbitrage sector expertise understanding business models corporate governance expertise and the concentration"" [X Link](https://x.com/kevg1412/status/1648846406923464704) 2023-04-20T00:29Z 20.6K followers, 85.7K engagements ""They love winning but they were surfing with a hurricane behind their back that was giving them these nice waves." Stan Druckenmiller on Bull Market Geniuses" [X Link](https://x.com/kevg1412/status/1649131081923428352) 2023-04-20T19:21Z 20.6K followers, [----] engagements "Letter #76: Frederic Arnault (2020) Frederic is the CEO of Tag Heuer. He initially joined the company in a temporary role as Head of Connected Devices in [----] while running a mobile payments startup he had founded with a friend (they sold the company after [--] months to BNP). Before that he had interned at Facebook and McKinsey and graduated from Ecole Polytechnique one of Frances most prestigious universities. Todays letter is the transcript of a conversation between Frederic and WatchAdvisor. In this interview he discusses his vision for Tag Heuer Max Verstappen brand innovation appealing to" [X Link](https://x.com/kevg1412/status/1650994378704588800) 2023-04-25T22:45Z 20.6K followers, [----] engagements "Letter #77: Mark Zuckerberg (2012) Todays letter is Meta Founder and CEO Mark Zuckerbergs S-1 Shareholder Letter. In this letter he lays out Facebooks mission and business three hopes their hacker roots their culture and their five core values" [X Link](https://x.com/kevg1412/status/1652434477531148290) 2023-04-29T22:07Z 20.6K followers, [----] engagements "Can't think of many things that would be more entertaining than Zuck v Musk rn" [X Link](https://x.com/kevg1412/status/1671920321614561300) 2023-06-22T16:37Z 20K followers, [----] engagements "@adamwaldstein Berkshire rolled out B class shares in [----]. A share in [----] was $30-40" [X Link](https://x.com/kevg1412/status/1683617763577978882) 2023-07-24T23:18Z 16.2K followers, [----] engagements "20 years ago Steve Jobs was diagnosed with cancer. [--] years ago he passed away from the disease. Last week his son announced a new venture capital firm focused on new cancer treatments. Reed Jobs first started developing an interest in the cancer space at the age of [--] when his father was diagnosed with cancer. He had his first internship at Stanford when he was [--] and later enrolled at Stanford as a pre-med student. However after his father passed away he switched majors to history. But after completing a masters degree in history he returned to the field of cancer by taking over the reins" [X Link](https://x.com/kevg1412/status/1688589875128463361) 2023-08-07T16:36Z 15.3K followers, [----] engagements "David Packard was the Cofounder of Hewlett-Packard Company (HP). Throughout his stewardship HP went from a two man one garage operation to an multi-billion dollar international company that kickstarted an industry. Davids journey really started when he enrolled at Stanford University in [----] where he met his mentor Professor Fred Terman (who later became Stanfords Dean of the School of Engineering and has been cited by many alongside William Shockley as the father of Silicon Valley) his future cofounder Bill Hewlett and his future wife Lucile. After graduating David went on to work for GE in" [X Link](https://x.com/kevg1412/status/1689734330766213126) 2023-08-10T20:23Z 16.2K followers, [----] engagements "The Oracle of Omaha turns [--] today. Warren Buffett is undisputedly one of the greatest investors and traders (yes trader) of all time and he's often quoted and cited and studied. Yet he's still widely misunderstood. So while I could share [--] lessons from him the learnings are personal and depend on where you are in life your investment journey and more. Instead I wanted to share my [----] page compilation of his writings and speeches. You can flip to any page and learn something new. In fact you could spend a lifetime studying his work and still learn something new every day. And if you do" [X Link](https://x.com/kevg1412/status/1697021258179989673) 2023-08-30T22:59Z 16.2K followers, 18.7K engagements "Compilation:" [X Link](https://x.com/kevg1412/status/1697021340568703051) 2023-08-30T22:59Z 16.4K followers, [----] engagements ""The best entrepreneurs we know are much more risk averse than conventional wisdom might suggest. They don't take foolish chances. They spend money as if it were their own. They observe listen and adapt; but fundamentally they strive to control their own destinies which is best done by generating profits." - Ho Nam on the best entrepreneurs (2006)" [X Link](https://x.com/kevg1412/status/1701678920221823418) 2023-09-12T19:27Z 15.4K followers, 42.8K engagements ""Consider if organized basketball leagues hadn't been invented before Michael Jordan. Or what if the PC hadn't been invented before Bill Gates The more instruments we invent the better the odds that a genius picks one up tweaks it or masters it and carries it further advancing society." - Josh Wolfe on the "adjacent possible" (2009)" [X Link](https://x.com/kevg1412/status/1701681481813217320) 2023-09-12T19:37Z 16.3K followers, [----] engagements "People have no idea how difficult it is to consistently produce quality work until they try to do it themselves. Reading is fun and easy. Writing is painful and difficult" [X Link](https://x.com/kevg1412/status/1701701157914300678) 2023-09-12T20:55Z 16.2K followers, 11K engagements "David Sambur is a Partner and Co-Head of Private Equity at Apollo where he oversees the Firms private equity strategy and team and has led numerous investments across technology media gaming hospitality and travel. He currently serves on the board of directors for ClubCorp Hilton Grand Vacations Lottomatica Rackspace Technology Shutterfly the Venetian Resort and Yahoo among others. Prior to joining Apollo in [----] David was a member of the Leveraged Finance Group of Salomon Smith Barney Inc. Ted Seides is the founder of Capital Allocators an ecosystem that includes podcasts gatherings and" [X Link](https://x.com/kevg1412/status/1702427049221091341) 2023-09-14T21:00Z 16.2K followers, [----] engagements "David Baszucki is the Founder President and CEO of Roblox. He started the company in [----] alongside his former coworker Erik Cassel with a beta version of the game titled DynaBlocks. They changed the name to Roblox (for Robots and Blocks) a year later in [----] and" [X Link](https://x.com/kevg1412/status/1703931942134239387) 2023-09-19T00:40Z 15.5K followers, [--] engagements "The best performing Silicon Valley investment ever was Benchmark's investment into eBay. They invested $6.7mn into the startup for 21.5% of the company and just two years later that stake was worth $5bn. That investment was led by Bob Kagle one of the five original founders of Benchmark Capital. His other investments included: Ariba Friendster Jamba Juice Art(.)com E-Loan PeopleSupport and more. Prior to founding Benchmark Bob spent [--] years at Technology Venture Investors (TVI) the firm best known for being the only venture money Microsoft ever took (although they never spent a penny of it)" [X Link](https://x.com/kevg1412/status/1704607992711377400) 2023-09-20T21:26Z 15.5K followers, 62.2K engagements "What's the worst team to ever win a major sports title" [X Link](https://x.com/kevg1412/status/1705274583962861975) 2023-09-22T17:35Z 17.7K followers, [----] engagements "Despite operating in an industry where being seen is everything the Arnault family keeps a low profile rarely giving public speeches or interviews. For example everybody knows that Bernard Arnault is the patriarch of the LVMH empire but not many know much beyond that like" [X Link](https://x.com/kevg1412/status/1706369486440501307) 2023-09-25T18:06Z 17.7K followers, [--] engagements "Reece Duca is the founder of the Investment Group of Santa Barbara (IGSB). He grew up in Palo Alto within [--] miles of Shockley Semiconductor before moving to Santa Barbara to attend the University of California at Santa Barbara (UCSB). One of Reeces childhood neighbors and friends in Palo Alto who also attended UCSB with him is Silicon Valley legend Mark Bertelsen. Mark was a senior partner at Wilson Sonsini who is known for having been the effective COO of the firm attracting and retaining companies such as Apple and ROLM and helping underwrite companies including LSI SGI Cisco and Amazon." [X Link](https://x.com/kevg1412/status/1706814693262962908) 2023-09-26T23:35Z 20.7K followers, 101.2K engagements "@netcapgirl @dalibali2 Intel acquiring Nvidia would be more fun" [X Link](https://x.com/kevg1412/status/1707546994300821586) 2023-09-29T00:05Z 20.6K followers, [---] engagements "James Hong was the cofounder of HotOrNot which at one point was one of the [--] most visited websites in the world. Its also one of my personal favorite companies in Silicon Valley history with a few of the reasons listed below. 1) They were a constant innovator having developed a payments API dubbed HONPAL (Stripe before Stripe) a social network photo-sharing site called Yafro (Instagram before Instagram) the double match opt-in communication that was the foundation of their Meet Me feature (Tinder before Tinder) a virtual goods-based economy (now popular in gaming dating and crypto) and a" [X Link](https://x.com/kevg1412/status/1708914962360578540) 2023-10-02T18:40Z 15.4K followers, 81.2K engagements "Renaissance Technologies is one of the most secretive hedge funds in the world. The legendary quant fund was founded by Jim Simons in [----] as Monemetrics. Their Medallion Fund is known for having "the best record in investing history." But they have several other funds and in the beginning the equity fund was bleeding money. Enter David Magerman. In [----] David was a newly-minted PhD student who was working in natural language processing at Bolt Beranek and Newman after two stints (also in NLP) at IBM and SRI International while he was at Stanford. He was recruited to join Renaissance because" [X Link](https://x.com/kevg1412/status/1709987718330257495) 2023-10-05T17:43Z 17.7K followers, 105.1K engagements "26/ Here's a very simple quick one. Number of new banks in the US. [----] nothing" [X Link](https://x.com/kevg1412/status/1710042507772575851) 2023-10-05T21:21Z 16.7K followers, [--] engagements "2/ I'm Bill Gurley. I got to Silicon Valley in about [----]. And was fortunate enough to become a venture capitalist in [--]. And the entire first year of my career I had zero interest in interacting with any form of government. It didn't seem necessary for what I was trying to do. I was working with founders and software and technology. I didn't see what it would bring me" [X Link](https://x.com/kevg1412/status/1710055412492337605) 2023-10-05T22:12Z 16.3K followers, 13.1K engagements "16/ AT&T would join this fight; within two years they would outlaw municipal broadband in over [--] states. They'd just write it into the book. And just took the power of these local decision-makers away from them. All in the interest of the commercial interest not the citizen" [X Link](https://x.com/kevg1412/status/1710056411193868342) 2023-10-05T22:16Z 16.6K followers, [----] engagements "20/ Let's see how things went. In [----] the top four had 48% market share. Four or five years later after this heralded legislation they're up to 85%. That didn't work" [X Link](https://x.com/kevg1412/status/1710056718464409794) 2023-10-05T22:17Z 16.2K followers, [----] engagements "21/ Let's check in on the second one. Were they promoting innovation This is a chart of VC dollars into telecom equipment. This used to be 15% of what VCs did. Within [--] years it had gone below 1% and a year later the NVCA stop tracking it. Now if you want to talk to one of the expert VCs in telecommunications equipment it'll be easy to do because they're retired. This market's gone. There is no more innovation in telecom equipment" [X Link](https://x.com/kevg1412/status/1710056773086761431) 2023-10-05T22:18Z 16.3K followers, [----] engagements "24/ So this is the only slide I have with bullets because this is going to be a two minute Regulatory Capture [---]. All from George Stigler's notes. The first thing he says "In regulatory capture a special interest is prioritized over the general interests of the public" -- sound familiar from my other stories -- "leading to a net loss for society" a net loss for society. That's important. The two mechanisms they usually use is the second bullet limited market entry and price protection or even price increases which I'll show you more of. And then the mechanisms of influence are money made" [X Link](https://x.com/kevg1412/status/1710056989168894438) 2023-10-05T22:18Z 17.7K followers, [----] engagements "25/ All right this is a piece of Morgan Stanley research from [----]. Someone took the time to go study five pieces of major US legislation that had happened over the years and how the incumbent stocks did after the legislation. And let's just steal a few sentences from this: "conclude that landmark regulatory action has a tendency to improve returns for the largest players in the targeted industry. Long term investors should consider capitalizing on any temporary weakness caused by market reaction to regulation. Many attempts to increase competition or improve customer experience have failed."" [X Link](https://x.com/kevg1412/status/1710057038280057149) 2023-10-05T22:19Z 16.1K followers, [----] engagements "26/ Here's a very simple quick one. Number of new banks in the US. [----] nothing" [X Link](https://x.com/kevg1412/status/1710057098531184956) 2023-10-05T22:19Z 15.5K followers, [----] engagements "27/ Dodd Frank. Like that's what happens" [X Link](https://x.com/kevg1412/status/1710057140709118266) 2023-10-05T22:19Z 15.5K followers, [----] engagements "46/ It gets worse. President Biden decided finally to lean into antigen tests and authorize $2 billion to go purchase tests. He should have gone to Germany and bought them out of the stores but instead. but instead he bought them from these guys. Now I don't know if you've ever used this test. All that packaging is complete and utter bullshit and unnecessary. That popsicle stick thing like everyone else uses the lateral flow assay plastic thing that you can buy super cheap. This was over engineered" [X Link](https://x.com/kevg1412/status/1710058397565874515) 2023-10-05T22:24Z 16.6K followers, [----] engagements "47/ And then and then I got really pissed. Because The Wall Street Journal wrote an article that was a victory lap for Abbott's antigen test execution and how well they did in the market. And I've never met Brianna or Peter but I hope they get to watch this because the first thing that should have done in the article is put a big picture of Timothy Stenzel because that's why this thing worked. And they write the eye-catching card on a lollipop stick as if though it was so cute everyone bought it. Like if you tried to sell that thing in Germany how many would sell Zero. Like at $12 a test" [X Link](https://x.com/kevg1412/status/1710058475227603224) 2023-10-05T22:24Z 15.5K followers, [----] engagements "48/ Yesterday I -- just for kicks kinda I went online. This is Walgreens and CVS antigen test. Their seven tests are all exactly $23.99. What is that That's not a marketplace. That's not open competition. I also went on Boots the famous UK -- the tests are about $1.50 $1.60 per. Today So you have a 6x differential in these tests today. And by the way I'm not even talking about the fact that our citizenry may have been much enhanced by having rapid tests at a much lower price if they were treated as the commodity they were. Of course they weren't" [X Link](https://x.com/kevg1412/status/1710058549873721412) 2023-10-05T22:25Z 15.5K followers, [----] engagements "49/ Now Washington's got its eyes on Silicon Valley. And it's from both sides. We got Lindsey Graham we got Elizabeth Warren" [X Link](https://x.com/kevg1412/status/1710058592261263478) 2023-10-05T22:25Z 16.2K followers, [----] engagements "50/ There's an article here that says Marjorie Greene agrees with AOC -- breaking up big tech. And you say why Why are they so interested in tech" [X Link](https://x.com/kevg1412/status/1710058652709593554) 2023-10-05T22:25Z 16.6K followers, [----] engagements "51/ This is a poll of voters -- voters don't care. Voters are more worried about the industries where there's a lot of regulatory capture. But they want to come after tech. I think I know why. I think they want them in the system like the military like finance like telecom. They want them in the system because there's money. Now if Elizabeth Warren attacks big tech you think they might go fund the competitor" [X Link](https://x.com/kevg1412/status/1710058730727829672) 2023-10-05T22:25Z 15.4K followers, [---] engagements "52/ And you probably can't read this but this is OpenSecrets. Spend time on OpenSecrets. Four of the top [--] contributors to Elizabeth Warren are Alphabet Apple Microsoft Amazon. You attack them they have to come to you" [X Link](https://x.com/kevg1412/status/1710058814282543134) 2023-10-05T22:26Z 16.2K followers, [----] engagements "53/ Some of our peers in Silicon Valley seem to want them to come too I think they've read Stigler" [X Link](https://x.com/kevg1412/status/1710058862999433646) 2023-10-05T22:26Z 15.4K followers, [----] engagements "61/ Lastly one of my favorite authors is Matt Ridley. And these two books really cover the span of human time. And he talks about how three things: technology commerce and the sharing of ideas leads to prosperity for people leads to increases in standard of living. And my big fear is that regulation is the opposite of this. It's a blocker to innovation. So if you care about prosperity and you kill innovation you're going to kill prosperity from my point of view" [X Link](https://x.com/kevg1412/status/1710059407038361674) 2023-10-05T22:28Z 17.7K followers, [----] engagements "62/ So in closing the reason I picked this title is Silicon Valley's [----] miles away from Washington. And as these people put their eyes towards this I would state the following: The reason Silicon Valley has been so successful is because it's so fucking far away from Washington DC. Thank you" [X Link](https://x.com/kevg1412/status/1710059455964905498) 2023-10-05T22:28Z 16.6K followers, [----] engagements "@garrytan On a more serious note it's fascinating the overlaps between different investing styles. There are certain fundamental truths that hold true across philosophies styles asset classes stage etc" [X Link](https://x.com/kevg1412/status/1710138849220038663) 2023-10-06T03:44Z 17.7K followers, [---] engagements "Tony Hsieh was a cofounder of LinkExchange and the CEO of Zappos. He started his career at Oracle but left after five months to found LinkExchange an advertising network that allowed members to advertise on other members sites in exchange for placing LinkExchange banner ads on their own sites. Two years after founding it was acquired by Microsoft for $265mn. After selling LinkExchange Tony cofounded the incubator/investment firm Venture Frogs where he invested in companies including Ask Jeeves OpenTable and Zappos. Two months after investing in Zappos Tony joined as CEO and where he grew" [X Link](https://x.com/kevg1412/status/1711526925985071522) 2023-10-09T23:39Z 16.2K followers, 10.9K engagements "Last week Chuck Feeney passed away. He was a hero to many for building up and then giving away a massive fortune ($8bn). And he did so anonymously until he was essentially forced to out himself after the sale of his company to LVMH. He was admired by many include Laurene Powell Jobs John Arnold and Sandy Weil but particularly by Warren Buffett and Bill Gates whom he inspired to create The Giving Pledge. Todays letter is a first three letters in one But when youre the hero of both one of the greatest investors of all time and one of the greatest entrepreneurs of all time you deserve it. Todays" [X Link](https://x.com/kevg1412/status/1713997943387148530) 2023-10-16T19:18Z 16.7K followers, 55.3K engagements "With over $500bn in assets Apollo is one of the largest asset managers in the world. $75bn of that is in their private equity practice which is the cornerstone of their $100b+ equities business. Matt Nord is the Co-Head of Private Equity at Apollo and Torsten Slk is a Partner and the firm's Chief Economist. Matt is a Partner and Co-Head of Private Equity at Apollo where he oversees the Firms private equity strategy and has led numerous investments across technology healthcare and business services. He is on the board of directors of TD Synnex West Technology Group Lifepoint Health ScionHealth" [X Link](https://x.com/kevg1412/status/1715060456950218858) 2023-10-19T17:40Z 15.3K followers, [----] engagements "From a straight C student who unloaded food trucks at 3am and built tennis courts to an investor who managed $10bn and owned the Boston Celtics and AS Roma Jim Pallotta represents the American Dream. Jim is the Founder and Managing Partner of Raptor Group a Boston-based investment management firm that is principally his family office. Prior to founding Raptor Jim was the Vice Chairman of Tudor Investment Corporation where he managed a $10bn equities portfolio. He initially joined the firm as the Managing Director of the US Equity group in [----] became a member of the Management Committee in" [X Link](https://x.com/kevg1412/status/1717653642856247719) 2023-10-26T21:25Z 15.4K followers, 14.2K engagements "Thomas Peterffy is a Hungarian multi-billionaire and the Founder of Interactive Brokers (IAB) an automated global electronic broker that specializes in routing orders and executing and processing trades in financial instruments. IAB traces its lineage to [----] when Peterffy bought a seat on the American Stock Exchange as an individual market maker and formed T.P. and Co. in [----]. It was renamed Timber Hill in [----] and then Interactive Brokers in [----]. They were known for innovating having been the first to use fair value pricing sheets on an exchange trading floor being the first to use" [X Link](https://x.com/kevg1412/status/1719104123449364812) 2023-10-30T21:28Z 21.2K followers, 15.2K engagements "Michael Moritz is a Partner at Sequoia Capital and Senior Advisor of Sequoia Heritage. His investments include: Alphabet (Google) Instacart Kayak Klarna LinkedIn LinkExchange PayPal Stripe Yahoo and Zappos. He started his career as a journalist with Time Magazine and has written five books four of which have been published insert Bernie Sanders meme where I once again ask if anyone can get me a copy of DTV -- DMs open. In [----] he stepped down from Sequoia Capital to focus on Sequoia Heritage. Michael is one of my favorite investors and someone Ive learned a tremendous amount from. Hes also" [X Link](https://x.com/kevg1412/status/1719470782579970377) 2023-10-31T21:45Z 15.5K followers, 21.1K engagements "Dynamic Asset Allocation Framework - $1bn Portfolio Illustrative chart by K2 Advisors from 2012" [X Link](https://x.com/kevg1412/status/1719767148565020962) 2023-11-01T17:23Z 15.7K followers, [----] engagements "When you start work on a name what's the first thing you look at Reply if something else" [X Link](https://x.com/kevg1412/status/1720112621108756571) 2023-11-02T16:16Z 15.7K followers, [----] engagements "@InnocenceCapit1 I don't think you can tell a truly good story without numbers. Not in investing at least" [X Link](https://x.com/kevg1412/status/1720146798113915134) 2023-11-02T18:32Z 15.5K followers, [----] engagements "Jerry Seinfeld on AI So if I have this right: Were smart enough to invent AI dumb enough to need it and still so stupid were not sure if we did the right thing" [X Link](https://x.com/kevg1412/status/1720879347656217072) 2023-11-04T19:03Z 16.2K followers, 56.3K engagements "Imagine you're a [--] year old fresh grad on a leadership track at a Fortune [--] company with proud parents a new car and a great salary. But you hate what what you do. Should you stay or would you leave For Juliet de Baubigny the answer was simple: quit. Against the wishes of her parents left her cushy job for. nothing really. She hated the corporate life so much that she cold called a woman she had met while at university who had given a talk on company building and ran a small CEO recruiting firm. She wanted to be creating opportunity and connecting people to opportunity and a recruiting firm" [X Link](https://x.com/kevg1412/status/1721584654422274404) 2023-11-06T17:45Z 20K followers, 36K engagements "Time to $100B market cap Microsoft took [--] years (11 years to IPO) Cisco took [--] years (11 years to IPO) Google took [--] years (6 years to IPO) Pinduoduo took [--] years (3 years to IPO) Who's next With the pace of AI [--] years doesn't seem impossible. The bigger uncertainty is if any private company will go public in less than [--] years 🤣 Context h/t @honam (2010)" [X Link](https://x.com/kevg1412/status/1722706233986334771) 2023-11-09T20:02Z 19.9K followers, [----] engagements "Charlie Munger: I've never liked John Malone's extreme manipulations. I don't want to be known as the great manipulator like John Malone is. Berkshire:" [X Link](https://x.com/kevg1412/status/1724904678360756439) 2023-11-15T21:38Z 20.7K followers, 36.8K engagements "Coatue's Views on AI 1) The future top coding language will be English 2) On-device AI will become more widespread 3) Scaling AI is an engineering challenge 4) Private datasets can unlock new use cases 5) Innovation in multimodality is a new frontier 6) New advancements in architecture coming" [X Link](https://x.com/kevg1412/status/1725239754252526058) 2023-11-16T19:49Z 16.1K followers, 41.2K engagements "Yesterday Sam Altman was unceremoniously fired from OpenAI. Greg Brockman announced his departure shortly thereafter. Today Id like to share with you the essay Sam wrote in [----] detailing why Greg is the ideal cofounder. I hope they start something new together. Todays letter is an essay Sam Altman wrote about what the ideal cofounder looks like: Greg. While he had previously cofounded his own company and evaluated thousands of cofounders as a Partner and later President of Y Combinator he didnt actually have an answer until he met Greg Brockman who he founded OpenAI with. In this essay Sam" [X Link](https://x.com/kevg1412/status/1725926550665875753) 2023-11-18T17:18Z 16.2K followers, 15.9K engagements "Sam Altman on the promise of AI (2014) the importance of Boards (2014) Greg Brockman as the ideal cofounder (2017) and his relationship with Adam D'Angelo/Quora (2017)" [X Link](https://x.com/kevg1412/status/1725932600592846861) 2023-11-18T17:42Z 16.2K followers, 11.2K engagements "OpenAI without Sam is a fascinating thought experiment in Team vs Market Historically YC has cared about Team whereas Sequoia has cared about Market It's why companies that have gone through YC and have funding from Sequoia have always been interesting to watch" [X Link](https://x.com/kevg1412/status/1726287731213652047) 2023-11-19T17:14Z 16.2K followers, 21K engagements "Agreed I think there are two edge cases I can think of or really [---] off the top of my head 1) The Sutter Hill model with Mike Speiser where they identify a problem and then recruit a team to tackle it 2) Amazon in the early days could be argued to be a market play vs a team play although in hindsight it was both (Bezos identifying the growth of the internet and looking to build a business around it) What was the largest tornado you stumbled upon" [X Link](https://x.com/kevg1412/status/1726296756533756359) 2023-11-19T17:49Z 16.2K followers, [----] engagements "Thinking about the fact that prior to PayPal Peter and Keith both worked at Sullivan & Cromwell and David and Roelof both worked at McKinsey & Co" [X Link](https://x.com/kevg1412/status/1726323409993490721) 2023-11-19T19:35Z 16.2K followers, [----] engagements "Thinking about it the early PayPal team's backgrounds were quite diverse--they had lawyers engineers consultants entrepreneurs salespeople students etc" [X Link](https://x.com/kevg1412/status/1726323680232554695) 2023-11-19T19:36Z 16.1K followers, [---] engagements "Hearing rumblings Bret Taylor would be on new OpenAI board Can't think of anyone who understands shipping faster better" [X Link](https://x.com/kevg1412/status/1726338926951211254) 2023-11-19T20:37Z 16.2K followers, [----] engagements "Does this mean OpenAI is back to being worth $29B (officially) No way Kushner completes his purchase. Would be fun to see it go directly to SamA NewVenture" [X Link](https://x.com/kevg1412/status/1726482178069172553) 2023-11-20T06:06Z 16.1K followers, [----] engagements "Sam Altman: Move fast. Speed is one of your main advantages over large companies" [X Link](https://x.com/kevg1412/status/1726484535003812253) 2023-11-20T06:16Z 16.2K followers, [----] engagements "Would be funny if Kushner gave SamA NewVenture the $86bn valuation OpenAI was going to get lol" [X Link](https://x.com/kevg1412/status/1726485413475532830) 2023-11-20T06:19Z 16.2K followers, [----] engagements "Sam Altman: Become formidable. Also become toughthe road ahead is going to be painful and make you doubt yourself many many times" [X Link](https://x.com/kevg1412/status/1726488153664700735) 2023-11-20T06:30Z 16.2K followers, [----] engagements "Advice from Sam Altman that could have benefitted OpenAI's board: Overcommunicate with your team. For some reason most founders are really bad at this one. Transparency is your friend" [X Link](https://x.com/kevg1412/status/1726492875263967699) 2023-11-20T06:49Z 16.2K followers, [----] engagements "Patrick Collison and Sam Altman discussing capital structure Sam: It's a horrible thing to innovate on. You should innovate on products and science and not corporate structure" [X Link](https://x.com/kevg1412/status/1726494861157929147) 2023-11-20T06:57Z 16.1K followers, [----] engagements "If Sam and Greg stay at MSFT the belief that "big companies can't innovate" line is gonna quickly disappear" [X Link](https://x.com/kevg1412/status/1726512068474638665) 2023-11-20T08:05Z 16.2K followers, [---] engagements "@thecornisians He's also alongside Steve Jobs Sam Altman Larry & Sergey one of the [--] CEOs Paul Graham thought were the [--] most interesting startup founders of the last [--] years" [X Link](https://x.com/kevg1412/status/1726656018351030663) 2023-11-20T17:37Z 16.2K followers, [---] engagements "This past weekend Microsoft CEO Satya Nadellas problem-solving negotiation and leadership capabilities were on full display as he navigated Sam Altmans firing from OpenAI. Despite having invested $10bn+ into OpenAI they didnt hold a board seat and were blindsided by Sam Altmans firing (only given [--] minute notice). Even worse they werent able to bring him back even after a weekend of negotiating with the board and OpenAI announced a new interim-CEO (they fired their previous choice after she showed support for Sam). But rather than let Sam Greg (Brockman) and their OpenAI supporters leave in" [X Link](https://x.com/kevg1412/status/1726710934822097170) 2023-11-20T21:15Z 16.2K followers, 22.2K engagements "@jacksondahl @OpenAI Hands down best part of this was the spoken descriptions of images" [X Link](https://x.com/kevg1412/status/1727055435600109890) 2023-11-21T20:04Z 16.2K followers, [---] engagements "Jeff Bezos' Customer Obsession Playbook [--]. Invest for the long-term [--]. Measure what matters [--]. Make big bets [--]. It's all about cash flow [--]. Be transparent [--]. Spend wisely [--]. Get to scale--and profitability [--]. Make everyone an owner" [X Link](https://x.com/kevg1412/status/1729215268097056843) 2023-11-27T19:07Z 16.4K followers, 12.9K engagements "@honam cc @jacksondahl curious about your take on this" [X Link](https://x.com/kevg1412/status/1729266396541149670) 2023-11-27T22:30Z 16.6K followers, [---] engagements "Walt Disney on why he didn't believe in sequels" [X Link](https://x.com/kevg1412/status/1729950073306665106) 2023-11-29T19:46Z 16.3K followers, [----] engagements "@PythiaR But but" [X Link](https://x.com/kevg1412/status/1729951846406742138) 2023-11-29T19:53Z 16.3K followers, [---] engagements "@AdamDraper Is this a real life prison or a VR prison Very different" [X Link](https://x.com/kevg1412/status/1730467594099167690) 2023-12-01T06:03Z 16.3K followers, [---] engagements "@wolfejosh @FutureJurvetson Both featured as Nanotechnology Power Brokers in this [----] Forbes/Wolfe Nanotech Report too It's crazy how Steve hasn't aged a day" [X Link](https://x.com/kevg1412/status/1732173710277410953) 2023-12-05T23:02Z 16.4K followers, [---] engagements "@mjmauboussin @CenterDodd @Columbia_Biz Stone. Rogers. Tangen. Armitage. You guys are on a roll with the guests Michael" [X Link](https://x.com/kevg1412/status/1735820078208397446) 2023-12-16T00:32Z 16.6K followers, [---] engagements "Apples market cap is $3tn. Thats about the same as the GDP of India or the UK. Yet its CEO doesnt give many interviews. In fact on a recent trip to the UK he only did onewith Dua Lipa of Service95. Tim Cook is the CEO of Apple. Prior to being named CEO Tim was Apples Chief Operating Officer where he was responsible for all of the companys worldwide sales and operations including end-to-end management of Apples supply chain sales activities and service and support in all markets and countries. He also headed Apples Macintosh division. Before joining Apple Tim was Vice President of Corporate" [X Link](https://x.com/kevg1412/status/1736871680222625807) 2023-12-18T22:10Z 17.7K followers, 56.4K engagements "@noampomsky Great book. And more than a little similar to Ender's Game" [X Link](https://x.com/kevg1412/status/1736939593965179108) 2023-12-19T02:40Z 16.7K followers, [---] engagements "Amazon is great until you need a book on [--] hour notice. Have visited or called [--] bookstores now and none of them carry the book I'm looking for 😠(and no it's not a rare book)" [X Link](https://x.com/kevg1412/status/1737279756096487536) 2023-12-20T01:12Z 16.7K followers, [----] engagements "Scott Cook is the Cofounder Chairman of the Executive Committee and former CEO of Intuit. He founded the company in [----] alongside Tom Proulx and has since helped grow the company into a $170B business. He served as President and CEO from 1983-1994 of the company before transitioning to Chairman of the Board which he served as from 1993-1998. Shortly after his transition to Chairman and Bill Campbell taking over as CEO Intuit received an acquisition offer from Microsoft for $1.5bn (which would have been Microsofts largest acquisition at the time) with Bill Gates noting "Intuit is a phenomenal" [X Link](https://x.com/kevg1412/status/1739790434967470103) 2023-12-26T23:28Z 16.1K followers, [----] engagements "Throw a frog in boiling water it will jump out. But put it in room temperature water and gradually turn up the heat and itll get cooked. The danger of gradualism and information creep is ever present in markets with sell-side equity analysts who incrementally adjust their earnings figures and cluster like a herd. Dont be the frog. - Josh Wolfe (2007)" [X Link](https://x.com/kevg1412/status/1742263063318012005) 2024-01-02T19:14Z 17.7K followers, [----] engagements "My favorite part of this column though is that it was written on the eve @wolfejosh got married to @LTwolfe. the man's always got finance on his head 🤣" [X Link](https://x.com/kevg1412/status/1742263657017549238) 2024-01-02T19:16Z 16.7K followers, [----] engagements "@wolfejosh Would love to see a kpop routine next" [X Link](https://x.com/kevg1412/status/1743019392978608252) 2024-01-04T21:19Z 17.7K followers, [---] engagements "International markets are wild. Legit tech company with $1bn+ on balance sheet trading at $2.5bn in secondaries" [X Link](https://x.com/anyuser/status/1744450441499595147) 2024-01-08T20:06Z [--] followers, [----] engagements "@atelicinvest Interesting convo in the quant world rn as well - lots arguing for just fama french [--] factor and increasingly more arguing the more complex a model the better" [X Link](https://x.com/kevg1412/status/1744477706325295104) 2024-01-08T21:54Z 16.7K followers, [---] engagements "Three things Keith Rabois learned from Vinod Khosla" [X Link](https://x.com/kevg1412/status/1744826323301028030) 2024-01-09T20:59Z 17.7K followers, 15.4K engagements "Keith Rabois: I learned more about how to build a startup from Peter than anyone and that is still true. Vinod is probably more of my model as an investor. Here are Vinod's venture rules of investing:" [X Link](https://x.com/kevg1412/status/1744831970071486808) 2024-01-09T21:22Z 16.3K followers, 23.5K engagements "The village idiot's memos on Lessons from Keith are worth a read if you haven't already" [X Link](https://x.com/anyuser/status/1744843376292499918) 2024-01-09T22:07Z [--] followers, [----] engagements "Has anyone seen data on whether VC firms or PE shops replace more founders Honestly not sure which one I'd expect to replace more. How do you objectively assess this in the context of a sell-side process I underwrite not being able to keep CEO Founder. it's upside if they stay and crush it @kevg1412 https://t.co/nlB07rUGpm How do you objectively assess this in the context of a sell-side process I underwrite not being able to keep CEO Founder. it's upside if they stay and crush it @kevg1412 https://t.co/nlB07rUGpm" [X Link](https://x.com/kevg1412/status/1745189818785845428) 2024-01-10T21:04Z 17.9K followers, [----] engagements "@BillAckman @NeriOxman Don't forget about her blog" [X Link](https://x.com/anyuser/status/1745404896168550550) 2024-01-11T11:18Z [--] followers, 71K engagements "SpaceX investor swagger is just different" [X Link](https://x.com/kevg1412/status/1745514139785793776) 2024-01-11T18:32Z 16.2K followers, [----] engagements "Spotify playlist here:" [X Link](https://x.com/kevg1412/status/1746209693301968959) 2024-01-13T16:36Z 16.3K followers, [----] engagements "@nosunkcosts What % of this is just Nvidia" [X Link](https://x.com/kevg1412/status/1747895060904149409) 2024-01-18T08:13Z 17.7K followers, [--] engagements "@RiffRaffInvests Agree to disagree on Dell. Agree Satya and Larry great to study as well" [X Link](https://x.com/kevg1412/status/1749583816023552073) 2024-01-23T00:04Z 16.7K followers, [---] engagements "Henry Kravis: Thirty years ago the hardest work occurred before we made the investment. Today we work hard before we make the investment but we work harder after we make the investment" [X Link](https://x.com/kevg1412/status/1750243483842187433) 2024-01-24T19:45Z 17.7K followers, [----] engagements "@InnocenceCapit1 He said this in [----] :)" [X Link](https://x.com/kevg1412/status/1750244672931565784) 2024-01-24T19:50Z 17.7K followers, [---] engagements "Shared two quotes from @elonmusk yesterday and had 100+ people unfollow me 🤣 Even if you're not a fan there's a lot you can learn from him" [X Link](https://x.com/kevg1412/status/1752364376361955606) 2024-01-30T16:13Z 17.7K followers, [----] engagements "Haha I think the key context is you were writing about rapidly growing startups. My mind immediately went to pre-PMF where it's all about decisions and throwing things against the wall. It reminds me a little bit of Machiavelli's ends justify the means as well as Ben Affleck telling Matt Damon to "Judge me for how good my good ideas are not how bad my bad ideas are" At the same time it's interesting that for investors during your career people judge you on process but at the end of your career they judge you on returns. Time (usually) reveals all" [X Link](https://x.com/kevg1412/status/1754658036202000696) 2024-02-06T00:07Z 17.7K followers, [---] engagements "Last week Steve Eisman Danny Moses Vincent Daniel and Porter Collins sat down together for a public panel for the first time ever. After the panel they joined panel host Melissa Lee on CNBCs Fast Money to discuss everything from The Big Short movie the financial crisis and investment strategies investing and short selling in the financial industry short selling strategies and underperforming stocks and the US economy credit quality potential risks and more. Letter #152: Steve Eisman Danny Moses Vincent Daniel and Porter Collins (2024) Now you may be wondering why I highlighted it was the" [X Link](https://x.com/kevg1412/status/1754659855791751611) 2024-02-06T00:14Z 17.7K followers, [----] engagements "Josh Kushner is the Founder and Managing Partner of Thrive Capital where he has invested in companies such as Instacart Instagram Skims Slack Spotify Stripe and OpenAI and incubated companies such as Oscar and Cadre. Prior to founding Thrive Josh spent a year in Goldman Sachs private equity arm where he focused on distressed debt. He had also been a cofounder of Vostu and Unithrive. Kareem Zaki is a General Partner at Thrive Capital where he has invested in companies such as Affirm Ramp Trade Republic Lemonade and Robinhood and has incubated companies such as Cedar Nava Scope Security and" [X Link](https://x.com/kevg1412/status/1757141752853713007) 2024-02-12T20:36Z 21.2K followers, 55.3K engagements "Michael Mauboussin on the [--] attributes of great fundamental investors: 1/ Be numerate (and understand accounting) 2/ Understand value (the present value of free cash flow) 3/ Properly assess strategy (or how a business makes money) 4/ Compare effectively (expectations vs. fundamentals) 5/ Think probabilistically (there are few sure things) 6/ Update your views effectively (beliefs are hypotheses to be tests not treasures to be protected) 7/ Beware of behavioral biases (minimizing constraints to good thinking) 8/ Know the difference between information and influence 9/ Position sizing" [X Link](https://x.com/kevg1412/status/1757813853633851805) 2024-02-14T17:07Z 18K followers, 11.1K engagements "10 years ago this week Slack was officially launched to the world. Just [--] years later it was acquired for $28bn. Prior to founding Slack Stewart Butterfield was a cofounder of Flickr. Interestingly both Flickr and Slack are companies that were the result of working on other initial ideas (in this case the same ideaa massively multiplayer online role-playing game (MMORPG)). In [----] he cofounded Ludicorp which was developing an MMORPG called Game Neverending. However when the game failed to launch the company started a photo-sharing website called Flickr. Flickr was acquired by Yahoo in 2005" [X Link](https://x.com/kevg1412/status/1758251430639698184) 2024-02-15T22:06Z 17.9K followers, [----] engagements "Anthony Bolton managed the Fidelity Special Situations fund for [--] years generating an annualized return of 19.5% and outperforming the market by 6% per annum. During his tenure funds under management grew from 2mn to 6.5bn. Anthony started his career in [----] at the investment department of Keyser Ullman a small British merchant bank that mainly managed investment trusts. After seeing weekly visits to the Bank of England penciled in on the CEOs chauffeurs schedule he decided to leave. Shortly after he left Keyser Ullman collapsed. He then joined Schlesinger a South African bank where he first" [X Link](https://x.com/kevg1412/status/1760789493446267386) 2024-02-22T22:11Z 18.2K followers, 18.1K engagements "FinTwit after Buffett releases his shareholder letter tomorrow" [X Link](https://x.com/kevg1412/status/1761091831570514282) 2024-02-23T18:13Z 18.1K followers, [----] engagements "@ByrneHobart Farmers hedging is a fascinating topic (that I'm sure you've already written about somewhere 🤣)" [X Link](https://x.com/kevg1412/status/1764691035286863965) 2024-03-04T16:35Z 18.3K followers, [---] engagements "Last week Frank Slootman announced he was retiring as Snowflakes CEO and transitioning to a Chairman role. Snowflakes stock instantly cratered dropping 20% and wiping out $15bn of value. He is being succeeded by Sridhar Ramaswamy. Frank Slootman is the Chairman and former CEO of Snowflake. He joined Snowflake out of retirement in April [----] when the company was valued at $4bn. Less than a year later and a month before Covid shut down the United States in February [----] Frank raised a fresh round of funding for Snowflake valuing it at $12.4bn. Half a year later in September [----] he took the" [X Link](https://x.com/kevg1412/status/1764764827967439208) 2024-03-04T21:28Z 21.2K followers, [----] engagements "Stan Druckenmiller on the best economic predictor Well first of all I was a drop-out of the PhD program in Michigan. Well start with that. When I got in the business it became clear to me that well macroeconomic statistics are not great in terms of predicting the economy. They are really great in terms of telling where you are and where youve been but in terms of predictive ability they are not great. By far the best economic predictor Ive ever met is the inside of the stock market. I dont mean the stock market; I mean the inside of the stock market. And thats looking at cyclical companies" [X Link](https://x.com/kevg1412/status/1765778671649140925) 2024-03-07T16:36Z 18.4K followers, [----] engagements "Marc Benioff is the Founder Chairman and CEO of Salesforce which he founded in a San Francisco apartment in [----] with the goal of The End of Software. Five years later he took public at a $1.1bn market cap. Today Salesforce is a $300bn company. Prior to founding Salesforce Marc was a rising star and key executive at Oracle where he was mentored by Larry Ellison. Marc joined Oracle in a customer service role right after graduating college and at [--] he was Oracles Rookie of the Year. Three years later he was promoted to vice presidentthe youngest in Oracles history. Before joining Oracle while" [X Link](https://x.com/kevg1412/status/1767293807496925210) 2024-03-11T20:57Z 19.4K followers, [----] engagements "Carl Kawaja is a legendary global equities investor. Henry Ellenbogen is one of the pioneers of crossover investing. Mike Volpi was one of the greatest corporate development investors (now venture capitalist). In [----] a year after covid shut down the US these three investors got together for a conversation to discuss their learnings and observations from the past year. Carl M. Kawajais Chair of Capital Research and Management Company part of Capital Group as well as a Trustee at the Santa Fe Institute. He is also an equity portfolio manager. Carl has [--] years of investment industry experience" [X Link](https://x.com/kevg1412/status/1770896423762170047) 2024-03-21T19:33Z 18.3K followers, 12.1K engagements "Michael Moritz's Rules for Venture Investing [--]. Avoid capital-intensive businesses. [--]. Take measured steps. [--]. Never underestimate the difficulty of changing consumer behavior. [--]. Dont begin a rollout until youre sure the recipe is working. [--]. A business Wall Street is prepared to throw hundreds of millions of dollars at is not one he should be in. h/t @waltroloson" [X Link](https://x.com/kevg1412/status/1773393079720186204) 2024-03-28T16:53Z 18.3K followers, [----] engagements "Sergio Marchionne was Chairman and CEO of Ferrari CEO of Fiat Chrysler Automobiles (FCA) and Chairman and CEO of FCA US LLC. Sergio started in career in [----] as an accountant and tax specialist for Deloitte in Canada. He left Deloitte to become the Group Controller and then Director of Corporate Development at the Lawson Mardon Group. He then moved to Glenex Industries where he was an EVP. After Glenex Sergio served as VP of Finance and CFO at Acklands and then VP of Legal and Corporate Development and CFO of the Lawson Group. After Lawson was acquired by Algroup Sergio remained and became" [X Link](https://x.com/kevg1412/status/1773447168256577655) 2024-03-28T20:28Z 18.4K followers, [----] engagements "Number of Years Founding to IPO (2004-2013) The first decade of SaaS IPOs h/t @honam" [X Link](https://x.com/kevg1412/status/1775939789289849217) 2024-04-04T17:33Z 18.7K followers, [----] engagements "Greenoaks is one of the best investment firms most people haven't heard of. Kleiner Perkins is one of the best venture firms almost everyone knows of. In [----] two of their partners sat together for a fireside chat. Neil Mehta is the Founder of Greenoaks Capital where he has invested in companies such as Coupang Rippling Brex Databricks Airtable Canva Checkout(.)com Discord and Stripe. Prior to Greenoaks Neil was a Senior Investment Professional for special situations investments in India the Middle East and Southeast Asia for Orient Property Group Ltd. a Hong Kong-based investment firm" [X Link](https://x.com/kevg1412/status/1776002849736102372) 2024-04-04T21:44Z 21K followers, 19.4K engagements "The Most Offensively Taboo Idea in Western Civilization by Tom Morgan Tom Morgan is Sapient Capitals Director of Client Communications and Marketing. Prior to joining Sapient Tom was the Director of Communications and Content The KCP Group at Stifel which he joined after a stint as a Research Provider Relationship Manager at Liquidnet. Before Liquidnet Tom was a founder having started and operated Personal Best NYC. Prior to becoming a founder Tom was an equity product manager at Consumer Edge a Managing Director at Stifel and a Director at Merrill Lynch. Letter #171: Tom Morgan (2024) This" [X Link](https://x.com/kevg1412/status/1777448598080495679) 2024-04-08T21:29Z 18.8K followers, 107.1K engagements "Ryan Israel is the Chief Investment Officer of Pershing Square Capital and Bill Ackman's successor. He started his career at Goldman Sachs in the Technology Media and Telecom group. Letter #172: Ryan Israel (2021) Todays letter is the Music Industry Overview section of Pershing Squares [----] presentation Music is Universal on Universal Music Group presented by Ryan Israel. In this section Ryan dives into the music industry covering streaming monetization entertainment value long-term prospects industry investments business quality improving value propositions in-demand content compares the" [X Link](https://x.com/kevg1412/status/1778181112159936702) 2024-04-10T21:59Z 18.9K followers, 56.6K engagements ""What controversial thing can I tweet today"" [X Link](https://x.com/kevg1412/status/1779955619182923983) 2024-04-15T19:31Z 18.7K followers, [----] engagements "Jerry Seinfeld and Steve Martin on critics and criticizing others Jerry Seinfeld: I've decided Steve I don't want to say anything negative about colleagues anymore because it's hard enough. Steve Martin: I always had a policy: you don't criticize other artists.personally I might like it or dislike it but I'm not going to announce it. Because we have critics who want to kill us. That's not what I do. I'm on the artistic side of it" [X Link](https://x.com/kevg1412/status/1781340226583203924) 2024-04-19T15:13Z 19.8K followers, [----] engagements "Jerry Seinfeld on why he doesn't believe in regret" [X Link](https://x.com/kevg1412/status/1782856531391967425) 2024-04-23T19:38Z 18.9K followers, [----] engagements "Bipul Sinha is the CEO Chairman and Co-founder of Rubrik as well as a Venture Partner at Lightspeed Venture Partners. Prior to founding Rubrik Bipul was a Partner at Lightspeed where he invested in companies including Nutanix Pulse News Bromium and PernixData. Before Lightspeed he was an investor at Blumberg Capital where he was the founding investor/board member of Nutanix and Hootsuite. He joined Blumberg from Bank of Americas tech investment banking group where he worked (briefly) on M&A and equity financing transactions. Bipul started his career in a variety of software engineering and" [X Link](https://x.com/kevg1412/status/1785042727224357365) 2024-04-29T20:25Z 22.1K followers, [----] engagements "Ho Nam: As long as I'm a venture capitalist I will continue to bet on entrepreneurs who can do a lot with very little. They surprise us every day. They are our heroes. The entrepreneurs we see all around us are very hungry. They will struggle but they will not stop dreaming. They will not stop innovating. They believe. They will endure" [X Link](https://x.com/kevg1412/status/1785088905605439902) 2024-04-29T23:28Z 19.1K followers, [----] engagements "Warren Buffett once said You cannot find a better model for a citizen than Walter ScottHe was basically a builder whether he was building Kiewit and physical things or building his vision of Omaha or Nebraska. He was nonstop. Everyone knows who Warren Buffett is. But far fewer people know who Walter Scott was. Walter was one of Warren's childhood friends who later became the CEO of Kiewit and one of Berkshire's board members. He was someone Warren trusted--a lot (he was the one who convinced the famously frugal Warren to buy a private jet). With Berkshire's annual meeting coming up this" [X Link](https://x.com/kevg1412/status/1786151584000589962) 2024-05-02T21:51Z 19.1K followers, 103.6K engagements "John Doerr: We could have invested in VMware. @vkhosla proposed that we do that many times. And the valuation was always too high. $60 million $100 million pre money and Vinod what are you thinking But that's too bad. Should have done that. Should have done that. It's hard to invest with those higher valuations" [X Link](https://x.com/kevg1412/status/1788572881363816772) 2024-05-09T14:12Z 19.2K followers, 89.4K engagements "Michael Moritz on what he admires so much about Elon Musk He did two things: he set the world on a path of electric vehicles and he completely imagined the future of space and made SpaceX the most important business in the field. We supported Elon with funding when no one backed him. In [----] he ran a company called X(.)com which merged with a company called PayPal. We had no idea what was going to happen but we invested in it. Today it is a name that is recognized around the world no less than the leader of a country and its influence is even greater than that of the leaders of quite a few" [X Link](https://x.com/kevg1412/status/1788818732405399793) 2024-05-10T06:29Z 19.1K followers, [----] engagements "Thank you Jensen" [X Link](https://x.com/kevg1412/status/1790071137197490490) 2024-05-13T17:26Z 19.2K followers, [----] engagements "OH: "Forget doing an AI startup. The best way to ride the OpenAI wave is a) sex workers or b) sex toys."" [X Link](https://x.com/kevg1412/status/1790097679323902230) 2024-05-13T19:11Z 19.2K followers, [----] engagements "@kokoxsu [---] can confirm. I hired him and he took over when i left. https://x.com/compound248/status/1791222419211890790 I was Greenlights Head of Macro. @davidein can attest. James can pound sand. https://x.com/compound248/status/1791222419211890790 I was Greenlights Head of Macro. @davidein can attest. James can pound sand" [X Link](https://x.com/kevg1412/status/1791280780301447348) 2024-05-17T01:33Z 19.2K followers, [--] engagements "Fat startups. @honam did you ever put this list together/track it C3 dropped 80% since going public but is still a $3bn+ company. Workday 5xed after going public and is now a $70bn company. Would be curious about the others you tracked and any learnings from this exercise" [X Link](https://x.com/kevg1412/status/1792702387595149507) 2024-05-20T23:42Z 19.8K followers, [----] engagements "In [----] Wes Edens purchased the Milwaukee Bucks and founded New Fortress Energy. By [----] the Bucks had gone from the worst record in the NBA (15-67) to the best (60-22) and New Fortress Energy went public with a market cap $2bn. In [----] the Bucks became NBA Champions (for the first time in [--] years) and New Fortress Energy reached a market cap $10bn. So in less than [--] years Wes simultaneously took the Milwaukee Bucks from the worst team in the NBA to the best team and built a multi-billion dollar company. Wes Edens is the Cofounder of Fortress Investment Group the Founder and CEO of New" [X Link](https://x.com/kevg1412/status/1793755980834173403) 2024-05-23T21:28Z 19.4K followers, [----] engagements "@iankar_ Luka's taller" [X Link](https://x.com/kevg1412/status/1794948858604404799) 2024-05-27T04:28Z 19.2K followers, [---] engagements "Alex Karp is the cofounder and CEO of Palantir. Prior to starting Palantir with his law school classmate Peter Thiel Alex was an investor and the founder of Caedmon Group a wealth management business. He started his career at the Sigmund Freud Institute in Frankfurt. Letter #186: Alex Karp (2020) This weekend's letter was Alex Karps [----] Palantir S-1 Shareholder Letter. In this letter Alex argues that welfare and security depend on effective software discusses Palantirs culture acknowledges the ethical challenges of around their product clearly states their position on those challenges and" [X Link](https://x.com/kevg1412/status/1795202844439798188) 2024-05-27T21:18Z 19.2K followers, [----] engagements "Stan Druckenmiller: Ive never made a buy at a low that I didnt just feel terrible and scared to death making it. Its easy to sell at the bottom. You can go home that night and it relieves you of your nerves. When things are going down its hard to buy them" [X Link](https://x.com/kevg1412/status/1795491826297880658) 2024-05-28T16:26Z 19.2K followers, 10K engagements "@JSiegel88 what is fintwit market is broken definition" [X Link](https://x.com/kevg1412/status/1796240721072075144) 2024-05-30T18:02Z 19.2K followers, [--] engagements "@JSiegel88 What are the big education stocks" [X Link](https://x.com/kevg1412/status/1796241530618806575) 2024-05-30T18:05Z 19.2K followers, [--] engagements "Brook Byers is a Senior Partner of Kleiner Perkins and a Founding Partner of Kleiner Perkins Caufield and Byers (KPCB). There he incubated and served as the founding president and then chairman of four biotech companies that went on to become public companies with an aggregate market value of more than US$8bn. Brook started his career as a junior consultant associate at Management Analysis Corporation a consulting group comprised of faculty and graduates from Stanford Business School and Harvard Business School. After just eight months he moved to Behavioral Research Laboratories an" [X Link](https://x.com/kevg1412/status/1796608193772081638) 2024-05-31T18:22Z 21K followers, 17.6K engagements ""Caitlin Clark should start her own league."" [X Link](https://x.com/kevg1412/status/1797021065018765754) 2024-06-01T21:43Z 19.2K followers, [----] engagements "Michael Mauboussin: Expectations often reflect linear extrapolations of near-term trends leading to potential perception gaps. Based on work by Theodore Modis and Bill Gurley" [X Link](https://x.com/kevg1412/status/1798018911713001522) 2024-06-04T15:48Z 19.3K followers, [----] engagements "Stock Market Reaction to Amazon's "Link and Leveraging" Into the Music Business h/t Michael Mauboussin" [X Link](https://x.com/kevg1412/status/1798027735912055213) 2024-06-04T16:23Z 19.3K followers, [----] engagements "Sam Altman on Hyperscalers" [X Link](https://x.com/kevg1412/status/1798075493490806971) 2024-06-04T19:32Z 19.3K followers, 37.9K engagements "Sam Altman on the importance of open technologies" [X Link](https://x.com/kevg1412/status/1798457526096384384) 2024-06-05T20:51Z 22.5K followers, [----] engagements "@blakeir Ridiculous how understudied Tencent is" [X Link](https://x.com/kevg1412/status/1799101169580790145) 2024-06-07T15:28Z 19.4K followers, [----] engagements "Game kind of reminds me of [----] when Cavs scored [--] in the first half of Game [--] to avoid being swept. But also. would be quite something if Kyrie becomes the first person to ever come down from both a 3-1 and 3-0 deficit in the finals" [X Link](https://x.com/kevg1412/status/1801806385820406003) 2024-06-15T02:38Z 19.4K followers, [----] engagements "A lot of people are wondering what I've been working on for such a long time. Well I'm happy to finally announce: I am the #1 Ranked Subway Surfers player in the United States and just successfully completed a three-peat" [X Link](https://x.com/kevg1412/status/1803124627918692839) 2024-06-18T17:56Z 19.9K followers, [----] engagements "Michael Mauboussin on the two broad schools of thought regarding the setting of stock prices" [X Link](https://x.com/kevg1412/status/1803826819910820097) 2024-06-20T16:26Z 19.4K followers, 36.7K engagements "Jenny Wang is a Founding Partner the Chief Operating Officer and the Head of Asset Management of Sunrise Real Estate. Prior to starting Sunrise Jenny was a Principal in the Real Estate Group at Blackstone where she started her career and worked in the New York and London offices from [----] to [----]. While in New York she primarily focused on new residential and logistics investments across North America. After moving to London in [----] she shifted to focus on real estate asset management activities on the logistics and residential investments across Europe. She also spent six months in Beijing" [X Link](https://x.com/kevg1412/status/1803902874587697648) 2024-06-20T21:28Z 19.6K followers, [----] engagements "Yuan Fang is an artist and the owner of Fang Yuan Studio. She currently has a solo exhibition at the Skarstedt Gallery in London and just wrapped up an exhibit at Shanghais Long Museum. Other recent solo exhibitions have taken place at Prince & Wooster in New York Bill Brady Gallery in Los Angeles and ATM Gallery in New York. Her work has also been featured in group exhibitions at galleries including Stems Gallery in Brussels and COMA Gallery in Sydney and acquired by firms including ICA Miami Lafayette Anticipations and The Flag Art Foundation. Letter #195: Yuan Fang (2024) This weekend's" [X Link](https://x.com/kevg1412/status/1805338726882779425) 2024-06-24T20:34Z 19.6K followers, [----] engagements "More information leads to more confidence but not more accuracy h/t Michael Mauboussin" [X Link](https://x.com/kevg1412/status/1806374419406983553) 2024-06-27T17:09Z 19.6K followers, 29.5K engagements "Seymour Schulich is best known for being the first person to apply the oil and gas royalty model to the gold business with the Franco-Nevada Mining Corporation which he grew from an initial market cap of $2.3mn in [----] to more than $3bn in [----] when it merged with Newmont Mining. He started his career at the Shell Oil Company moved on to Eastern Securities and then joined the newly formed Beutel Goodman & Co. where he became a Partner and VP then Vice-Chairman Emeritus as the company grew into one of the largest pension fund management firms in Canada (in [----] they managed $43bn CAD. While at" [X Link](https://x.com/kevg1412/status/1807902018855751745) 2024-07-01T22:20Z 19.7K followers, [----] engagements "Warren Buffett on interest rates DCFs and speculation" [X Link](https://x.com/kevg1412/status/1807946300983595323) 2024-07-02T01:16Z 19.8K followers, 41.3K engagements "Trae Stephens is a Partner at Founders Fund the Cofounder and Executive Chairman of Anduril and the Cofounder of Sol. Prior to joining Founders Fund and staring Anduril and Sol Trae was an early employee at Palantir where he led teams focused on growth in the intelligence/defense space as well as international expansion as well as the design and strategy for new product offerings. Before Palantir Trae worked as a computational linguist building enterprise solutions to Arabic/Persian name matching and data enrichment within the US Intelligence community. He started his career in the office of" [X Link](https://x.com/kevg1412/status/1810413898136506782) 2024-07-08T20:41Z 20K followers, 22.3K engagements "In [----] Ken Griffin and Jon Gray sat down for a conversation with David Rubenstein. Ken Griffin is the Founder CEO and CIO of Citadel. He also owns Citadel Securities one of the largest market makers in the US. Ken started trading in his dorm room while he was a student at Harvard and launched his first fund in [----] with $265k days after his 19th birthday. After graduating in [----] Ken moved to Chicago to work with Frank Meyer the Founder of Glenwood Capital who allotted him $1mn of Glenwoods capital. A year later in [----] Ken founded Wellington Financial Group with $4.6mn AUM. Four years later" [X Link](https://x.com/kevg1412/status/1811510881492365318) 2024-07-11T21:20Z 19.8K followers, [----] engagements "Italy planning to reboot its nuclear energy industry [--] years after shutting down its last reactor" [X Link](https://x.com/kevg1412/status/1813028709819162841) 2024-07-16T01:51Z 19.9K followers, 24.1K engagements "Katie Ledecky: To me I could do the sport without the competitions. I love it that much. I just love it when I can spend most of my day at the pool" [X Link](https://x.com/kevg1412/status/1819091437952422059) 2024-08-01T19:22Z 19.9K followers, 12.6K engagements "David Blitzer is the first and only person to hold team equity in the five major sports leagues of North America (Philadelphia 76ers New Jersey Devils Washington Commanders Cleveland Guardians Real Salt Lake). He's also the Global Head of Blackstones Tactical Opportunities (Tac Opps) Group and the Cofounder of Harris Blitzer Sports Entertainment. David started his career at Blackstone where he had held a variety of roles across the firm and was involved in the execution of firm investments across a variety of asset classes including establishing and leading their European private equity" [X Link](https://x.com/kevg1412/status/1819135246325239874) 2024-08-01T22:16Z 19.9K followers, [----] engagements "@buhrman_rick @EverestBrady @artofinvest If you need a rabbit hole to go down 🤣 https://12mv2.com/compilations/ https://12mv2.com/compilations/" [X Link](https://x.com/kevg1412/status/1821609979406905584) 2024-08-08T18:10Z 20.6K followers, [--] engagements "15 Lessons from [--] People over [--] Years at Sequoia by Pat Grady 1/ Eric Yuan: Simplicity Scales 2/ Roelof Botha: Its Not About Figuring Out Whats Wrong Its About Figuring Out Whats Right 3/ Jess Lee: Become the Best Version of Yourself Not of Somebody Else 4/ Elon Musk: The Output of an Organization is Equal to the Vector Sum of Its Individuals 5/ Michael Moritz: Dont Put a Ceiling on Greatness 6/ David Cancel and Elias Torres: Slow is Smooth and Smooth is Fast 7/ Michelle Bailhe: If You See a Problem Solve It 8/ Ravi Gupta: Bring Joy 9/ Frank Slootman: Push to the Extremes 10/ Alfred Lin:" [X Link](https://x.com/kevg1412/status/1821650886344716344) 2024-08-08T20:53Z 20.6K followers, [----] engagements "Incredible that management changes can cause 15-$20bn swings in market cap. Snowflake was down Frank Slootman stepping down and Starbucks is up on Laxman Narasimhan getting replaced" [X Link](https://x.com/kevg1412/status/1823441048875753557) 2024-08-13T19:26Z 20.6K followers, [----] engagements "@AdamDraper The Draper favorite spots are coming back one by one. The Macniven kids bring back Bill's Bucks Then Andrew Luck brings back Adam's Old Pro What's next The Churchill Club" [X Link](https://x.com/kevg1412/status/1826061882182217829) 2024-08-21T01:00Z 20.6K followers, [---] engagements "Pretty cool I can now highlight a part of a post and just "Ask Grok"" [X Link](https://x.com/kevg1412/status/1826695660864975303) 2024-08-22T18:59Z 20.6K followers, [----] engagements "@tomowenmorgan Very America-centric. The other poll I was thinking of running was: 1) Trump 2) Xi 3) Putin 4) Yao Ming" [X Link](https://x.com/kevg1412/status/1826765184855409026) 2024-08-22T23:35Z 20.6K followers, [---] engagements "@tomowenmorgan I'd guess the overlap between Messi and Ronaldo is very very high though. Would probably just choose one" [X Link](https://x.com/kevg1412/status/1826770137292439612) 2024-08-22T23:55Z 20.6K followers, [---] engagements "@viveksworld @paulh4224 @mjmauboussin Probably not even 1/10th of what he's read either" [X Link](https://x.com/kevg1412/status/1827454294247018997) 2024-08-24T21:13Z 20.6K followers, [--] engagements "Eric Yuan is the Founder and CEO of Zoom which he founded in [----]. However the genesis for the idea came back in [----] when he was a first year university student taking [--] hour train rides to visit his girlfriend (now wife) wishing for an easier way to visit her. He completed college got a masters degree and entered the workforce. His company sent him to Japan for a four month training program in [----] where he heard Bill Gates give a speech about the internet. Inspired by the power and potential of the internet Eric thought about building an online bookstore (as a child he loved reading and" [X Link](https://x.com/kevg1412/status/1828183014410723446) 2024-08-26T21:29Z 20.6K followers, [----] engagements "Gabe Plotkin is the Founder of Tallwoods Capital and the owner of the Charlotte Hornets. Prior to launching Tallwoods and acquiring the Hornets Gabe founded Melvin Capital which he grew to managing $8bn. Before Melvin he was a portfolio manager at Sigma Capital a division of SAC Capital where he oversaw a $1.8bn portfolio. He was recruited to SAC after three successful years as a Managing Director at North Sound Capital. He started his career at Henry Crown and Company as a Private Equity Analyst. Letter #213: Gabe Plotkin (2020) Todays letter is the transcript of an interview with Gabe" [X Link](https://x.com/kevg1412/status/1829210247279587507) 2024-08-29T17:31Z 20.6K followers, [----] engagements "Today Nu Holdings is a $70bn company whose shareholders include Berkshire Hathaway. It was founded in [----] by David Vlez Cristina Junqueira and Edward Wible. David Vlez is the Founder and CEO of Nubank the biggest independent digital bank in the world and leading Latin American financial technology company. Before founding Nubank in [----] David was a Partner at Sequoia Capital in charge of the firms Latin American investments. Before Sequoia David worked in investment banking and growth equity at Goldman Sachs Morgan Stanley and General Atlantic. Cristina Junqueira is the Cofounder and Brazil" [X Link](https://x.com/kevg1412/status/1830706751932637386) 2024-09-02T20:37Z 21K followers, [----] engagements "Every investment KPCB made had to be total consensus -- meaning their non-consensus investments in Amazon and Google were total consensus within the firm" [X Link](https://x.com/kevg1412/status/1831381481559880035) 2024-09-04T17:19Z 20.6K followers, [----] engagements "Kevin Compton is the Cofounder of Radar Partners. Prior to founding Radar Kevin was a Partner at KPCB where he served on the boards of companies such as Citrix and Verisign. Before joining KPCB he was Vice President and General Manager of the Network Systems Team at Businessland (which was then acquired by JWP then Entex then Siemens) where he helped increase company's sales from $70mn to $1.4bn. Kevin joined Businessland via the acquisition of a startup he joined after finding his calling with computers while working at a Ford dealership. While Kevin has had a storied professional career in" [X Link](https://x.com/kevg1412/status/1832168103171784827) 2024-09-06T21:24Z 20.5K followers, [----] engagements "Generally don't disagree with you. In fact I do mostly agree with you. That said I know a number of founders who worked on AI (especially autonomous vehicles) in the 80s 90s and 2000s. Most failed (some before the GPU some before Transformers others for other reasons). I do believe timing can be *a* factor for failure among many others. In this specific instance timing is *one* of the reasons she believes it didn't succeed not *the* reason. As she mentions later on in the thread she just didn't have "the fight" in her to continue and she acknowledges mistakes giving up day-to-day control when" [X Link](https://x.com/kevg1412/status/1832962540537860569) 2024-09-09T02:01Z 20.5K followers, [----] engagements "Frank Slootman has Amp It Up Mike Cassidy has Speed as THE Primary Business Strategy Mike Cassidy is currently simultaneously the CEO of D-Orbit USA and the CEO of Vulcan Fusion. Prior to D-Orbit and Vulcan Mike was the Cofounder and CEO of five exited startups in five different industries: Apollo Fusion (acquired by Astra for $145mn) Ruba (acquired by Google) Xfire (acquired by MTV for $110mn) Direct Hit (acquired by Ask Jeeves for $532.5mn) and Stylus Innovation (acquired by Artisoft for $13mn). After Rubas acquisition by Google he served as a VP and spent [--] years as the Project Leader of" [X Link](https://x.com/kevg1412/status/1834320084007031222) 2024-09-12T19:56Z 20.5K followers, [----] engagements "Today T. Rowe Price has over $1tn of assets under management. But [--] years ago right as they were getting off the ground World War II broke out. [--] years ago this past weekend (September 14)just two weeks after Germany kicked off WWII by invading Poland and just two years after Thomas Rowe Price Jr. founded T. Rowe PriceThomas wrote a memo to clients titled This is No Time to be Panicky with advice on how to manage investments through periods of uncertainty. At the time T. Rowe Price was less than two years old and clients would not be unreasonable to want to pull their investments from this" [X Link](https://x.com/kevg1412/status/1835812661902410051) 2024-09-16T22:47Z 20.5K followers, [----] engagements ""It was important to get the three of us always in one room and just spending the [--] hours just throwing out ideas and somewhat being really respectful of one another." - YouTube Cofounder Steve Chen on the brainstorming sessions that led to YouTube's creation" [X Link](https://x.com/kevg1412/status/1836556210948248012) 2024-09-19T00:01Z 20.7K followers, [----] engagements "Travis Kalanick is the Founder of Cloud Kitchens. Before Cloud Kitchens he founded Uber which he grew to a $50bn company. Prior to founding Uber he was the founder of Red Swoosh a peer-to-peer file sharing company that he sold for $19mn. He started Red Swoosh as a revenge business after the previous startup he worked on Scour declared bankruptcy after being sued by the MPAA (Motion Picture Association of America) the RIAA (Recording Industry Association of America) and the NMPA (National Motion Picture Association). He started his career at Scour which he dropped out of college to work on." [X Link](https://x.com/kevg1412/status/1837239182554694112) 2024-09-20T21:15Z 22.4K followers, [----] engagements "Barry Diller on what AI means for Hollywood" [X Link](https://x.com/kevg1412/status/1839017656118305207) 2024-09-25T19:02Z 20.5K followers, [----] engagements "Steve Cohen is the Founder of Point72 Asset Management which manages $35bn and the owner of the New York Mets. Before starting Point72 he founded SAC Capital which he grew to over $16bn in assets at its peak. Steve started his career as a junior trader in the options-arbitrage department at Gruntal & Co. and was running his own trading group when he left. Jawad Mian is the Founder and Managing Editor at Stray Reflections an independent global macro research and trading advisory with a focus on major investment themes.Recently he was also a Partner at Karavan a venture capital platform in" [X Link](https://x.com/kevg1412/status/1839429337709531602) 2024-09-26T22:18Z 20.5K followers, [----] engagements "Multi-decade internal firm histories are my new favorite type of books" [X Link](https://x.com/kevg1412/status/1841559620881650150) 2024-10-02T19:23Z 20.6K followers, 14.4K engagements "George Soros on The Case for Philosophy I should like to end with an impassioned plea for reinstating philosophy as the source of all knowledge and wisdom. Obviously I have a passionate interest in the pursuit of truth; I have established it as a fact. Now I want to make a case for it. Philosophy has fallen out of favor. Without the constraints imposed by scientific method the philosophers of the nineteenth century lost contact with the physical world and became immerged in the metaphysics of their own creation. Encouraged by the success of natural science logical positivists launched a" [X Link](https://x.com/kevg1412/status/1843728853828853946) 2024-10-08T19:03Z 20.5K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@kevg1412 Kevin Gee
Kevin Gee posts on X about investment, $googl, open ai, if you the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
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Social Influence
Social category influence finance technology brands stocks celebrities vc firms social networks countries travel destinations cryptocurrencies automotive brands
Social topic influence investment, $googl, open ai, if you, in the, kevin warsh, fed chair, jeff bezos, business, ai
Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Berkshire Hathaway Inc. (BRK.A) Spotify Technology (SPOT) Goldman Sachs (GS) Morgan Stanley (MS) Klarna Group plc (KLAR) Uber Technologies, Inc. (UBER) Tesla, Inc. (TSLA)
Top Social Posts
Top posts by engagements in the last [--] hours
"@aplusk Its definitely the Martin Carlton Stunt Special: https://m.youtube.com/watchv=KHtfiqtCCa0 https://m.youtube.com/watchv=KHtfiqtCCa0"
X Link 2020-04-30T03:34Z 20.9K followers, [--] engagements
"Had to download @Spotify to use @roadtrip_fm. No idea how hard it is to create playlists. That said was in the middle of studying @wolfejosh and came across this 💡= [--] song from each artist (altho Cult of Luna and Pantera each on twice) Roadtrip room name = WolfeTown 😛 Music preference test. How many 5: no signal 15: we are fast friends 20+: I understand you having never met you https://t.co/0kPoKyllqI Music preference test. How many 5: no signal 15: we are fast friends 20+: I understand you having never met you https://t.co/0kPoKyllqI"
X Link 2020-06-07T03:49Z 20.6K followers, [--] engagements
""Cash flow is a lifeblood. It's a river. And if you're not in the middle of the flow you're sitting idly on the banks watching it flow by. Stay close to the money." - @wolfejosh (2004)"
X Link 2021-02-08T20:29Z 20.6K followers, [---] engagements
"4/ Focusing on just the 3P marketplace they grew 151% y/y to $1.2bn which is +33% q/q but a [--] point y/y deceleration sequentially. These growth rates can be deceiving though. They added $300mn of marketplace revenue q/q which is an acceleration of the $190mn they added last q"
X Link 2021-11-16T18:46Z 22.5K followers, [--] engagements
"5/ Their 1P business grew +82% y/y to $280mn but still remains a low % of GMV at 1.7%. They will continue to grow this business to fill out inventory selection especially of low value SKUs and not as a profit driver"
X Link 2021-11-16T18:46Z 22.5K followers, [--] engagements
"15/ Other efforts include Seller Missions which is a gamified incentive program for sellers and listing optimization tools. Creating more engaged sellers with semi-standardized listings helps decrease consumer purchasing friction"
X Link 2021-11-16T18:46Z 22.4K followers, [--] engagements
"16/ Ecommerce S&M was elevated to $690mn as they expand into new markets and continue to be aggressive in acquiring new users. This contributed to an ecomm. segment loss of ($680mn) a $100mn miss vs. consensus. Not a huge deal in the grand scheme of things"
X Link 2021-11-16T18:46Z 22.4K followers, [--] engagements
"2/ Net revenues were +61% y/y to $800mn a slight deceleration from last Qs +72% and 1% miss vs. consensus. We will walk through their [--] segments: mobile games VAS advertising and Ecom. & other. But first on platform health"
X Link 2021-11-18T03:07Z 22.4K followers, [--] engagements
"3/ MAUs grew to 267mn representing q/q user growth of 30mn. This is the largest growth since 1Q20 (in the crux of covid) and more than 2x as many users as they added last q. Their DAU/MAU ratio remains below peer social media though at 27% +50bps sequentially"
X Link 2021-11-18T03:07Z 22.4K followers, [--] engagements
"16/ It is possible there were knock off effects of this that weighed on advertising pricing (and thus CMR) but we would need more merchant info before believing this conspiracy theory"
X Link 2021-11-18T19:07Z 22.5K followers, [--] engagements
"17/ To the positive Chinese active annual customers reached 953mn +41mn q/q. This was led in part by new initiatives with Taobao deals and Taocaicai which drove annual buyers to 240mn +60mn q/q. However this increased investment crushed margins"
X Link 2021-11-18T19:07Z 22.5K followers, [--] engagements
"7/ Active [--] month buyers grew to 867mn +17mn q/q but average monthly users were about flat though at 741.5mn +3mn q/q"
X Link 2021-11-26T17:50Z 22.4K followers, [--] engagements
"8/ Operating profit was $332mn +23mn sequentially. Gross margins improved 400bps q/q but that was mostly a byproduct of rolling off the 1P business. Total gross profits were $30mn lower q/q"
X Link 2021-11-26T17:50Z 22.4K followers, [--] engagements
"1/ A tech conglomerate with a leading industry positionif not monopolyin no fewer than [--] industries with revenues growing 20% and trading at 24x earnings excl. investments Tencent is the company you would have tried to create if you had a crystal ball in China in 1998"
X Link 2022-01-13T22:22Z 22.5K followers, [---] engagements
"@JoePompliano @APompliano Second this. Another mindblowing movie (although different type) is The Man from Earth https://en.wikipedia.org/wiki/The_Man_from_Earth#::text=The%20Man%20from%20Earth%20ishis%20deathbed%20in%20April%201998 https://en.wikipedia.org/wiki/The_Man_from_Earth#::text=The%20Man%20from%20Earth%20ishis%20deathbed%20in%20April%201998"
X Link 2022-02-04T22:30Z 20.6K followers, [--] engagements
"10/ On this new metric 3Q21 EBITA was RMB 57.7bn down -20% y/y. This equates to EBITA margins of 34% a sequential decrease of 1100bps from 45% in 3Q20. The key here is whether their incremental investments are accretive but we don't have the info to judge that unfortunately"
X Link 2022-02-24T19:35Z 22.5K followers, [--] engagements
"11/ We know they are successfully gaining traction with 280mn AAC on Taobao Deals now but we see how unprofitable PDDs similar business is. (Consumer Local Services which is a 2nd player next to Meituan also is of questionable ultimate profitability.)"
X Link 2022-02-24T19:35Z 22.5K followers, [--] engagements
"7a/ (However see our CPNG free report for a breakdown of this TAM that includes some unexpected categories)"
X Link 2022-03-03T19:12Z 22.4K followers, [--] engagements
"1/ New Deep Dive $FND If you take Costco and mix it with Sherwin Williams and focus on just the hard surface flooring market then Floor & Decor (one of Berkshires more unmentioned stakes) is what youd get"
X Link 2022-11-08T20:58Z 22.1K followers, [--] engagements
"Business lessons from Jack Grimm Colgate-Palmolive"
X Link 2023-02-06T20:38Z 22.1K followers, [----] engagements
"Inflation growth and the four types of economic environments"
X Link 2023-02-24T21:49Z 20.6K followers, [----] engagements
"Chris Hohn on how TCI consistently generates high alpha: The "combination of taking a long-term view which gives us a time horizon arbitrage sector expertise understanding business models corporate governance expertise and the concentration""
X Link 2023-04-20T00:29Z 20.6K followers, 85.7K engagements
""They love winning but they were surfing with a hurricane behind their back that was giving them these nice waves." Stan Druckenmiller on Bull Market Geniuses"
X Link 2023-04-20T19:21Z 20.6K followers, [----] engagements
"Letter #76: Frederic Arnault (2020) Frederic is the CEO of Tag Heuer. He initially joined the company in a temporary role as Head of Connected Devices in [----] while running a mobile payments startup he had founded with a friend (they sold the company after [--] months to BNP). Before that he had interned at Facebook and McKinsey and graduated from Ecole Polytechnique one of Frances most prestigious universities. Todays letter is the transcript of a conversation between Frederic and WatchAdvisor. In this interview he discusses his vision for Tag Heuer Max Verstappen brand innovation appealing to"
X Link 2023-04-25T22:45Z 20.6K followers, [----] engagements
"Letter #77: Mark Zuckerberg (2012) Todays letter is Meta Founder and CEO Mark Zuckerbergs S-1 Shareholder Letter. In this letter he lays out Facebooks mission and business three hopes their hacker roots their culture and their five core values"
X Link 2023-04-29T22:07Z 20.6K followers, [----] engagements
"Can't think of many things that would be more entertaining than Zuck v Musk rn"
X Link 2023-06-22T16:37Z 20K followers, [----] engagements
"@adamwaldstein Berkshire rolled out B class shares in [----]. A share in [----] was $30-40"
X Link 2023-07-24T23:18Z 16.2K followers, [----] engagements
"20 years ago Steve Jobs was diagnosed with cancer. [--] years ago he passed away from the disease. Last week his son announced a new venture capital firm focused on new cancer treatments. Reed Jobs first started developing an interest in the cancer space at the age of [--] when his father was diagnosed with cancer. He had his first internship at Stanford when he was [--] and later enrolled at Stanford as a pre-med student. However after his father passed away he switched majors to history. But after completing a masters degree in history he returned to the field of cancer by taking over the reins"
X Link 2023-08-07T16:36Z 15.3K followers, [----] engagements
"David Packard was the Cofounder of Hewlett-Packard Company (HP). Throughout his stewardship HP went from a two man one garage operation to an multi-billion dollar international company that kickstarted an industry. Davids journey really started when he enrolled at Stanford University in [----] where he met his mentor Professor Fred Terman (who later became Stanfords Dean of the School of Engineering and has been cited by many alongside William Shockley as the father of Silicon Valley) his future cofounder Bill Hewlett and his future wife Lucile. After graduating David went on to work for GE in"
X Link 2023-08-10T20:23Z 16.2K followers, [----] engagements
"The Oracle of Omaha turns [--] today. Warren Buffett is undisputedly one of the greatest investors and traders (yes trader) of all time and he's often quoted and cited and studied. Yet he's still widely misunderstood. So while I could share [--] lessons from him the learnings are personal and depend on where you are in life your investment journey and more. Instead I wanted to share my [----] page compilation of his writings and speeches. You can flip to any page and learn something new. In fact you could spend a lifetime studying his work and still learn something new every day. And if you do"
X Link 2023-08-30T22:59Z 16.2K followers, 18.7K engagements
"Compilation:"
X Link 2023-08-30T22:59Z 16.4K followers, [----] engagements
""The best entrepreneurs we know are much more risk averse than conventional wisdom might suggest. They don't take foolish chances. They spend money as if it were their own. They observe listen and adapt; but fundamentally they strive to control their own destinies which is best done by generating profits." - Ho Nam on the best entrepreneurs (2006)"
X Link 2023-09-12T19:27Z 15.4K followers, 42.8K engagements
""Consider if organized basketball leagues hadn't been invented before Michael Jordan. Or what if the PC hadn't been invented before Bill Gates The more instruments we invent the better the odds that a genius picks one up tweaks it or masters it and carries it further advancing society." - Josh Wolfe on the "adjacent possible" (2009)"
X Link 2023-09-12T19:37Z 16.3K followers, [----] engagements
"People have no idea how difficult it is to consistently produce quality work until they try to do it themselves. Reading is fun and easy. Writing is painful and difficult"
X Link 2023-09-12T20:55Z 16.2K followers, 11K engagements
"David Sambur is a Partner and Co-Head of Private Equity at Apollo where he oversees the Firms private equity strategy and team and has led numerous investments across technology media gaming hospitality and travel. He currently serves on the board of directors for ClubCorp Hilton Grand Vacations Lottomatica Rackspace Technology Shutterfly the Venetian Resort and Yahoo among others. Prior to joining Apollo in [----] David was a member of the Leveraged Finance Group of Salomon Smith Barney Inc. Ted Seides is the founder of Capital Allocators an ecosystem that includes podcasts gatherings and"
X Link 2023-09-14T21:00Z 16.2K followers, [----] engagements
"David Baszucki is the Founder President and CEO of Roblox. He started the company in [----] alongside his former coworker Erik Cassel with a beta version of the game titled DynaBlocks. They changed the name to Roblox (for Robots and Blocks) a year later in [----] and"
X Link 2023-09-19T00:40Z 15.5K followers, [--] engagements
"The best performing Silicon Valley investment ever was Benchmark's investment into eBay. They invested $6.7mn into the startup for 21.5% of the company and just two years later that stake was worth $5bn. That investment was led by Bob Kagle one of the five original founders of Benchmark Capital. His other investments included: Ariba Friendster Jamba Juice Art(.)com E-Loan PeopleSupport and more. Prior to founding Benchmark Bob spent [--] years at Technology Venture Investors (TVI) the firm best known for being the only venture money Microsoft ever took (although they never spent a penny of it)"
X Link 2023-09-20T21:26Z 15.5K followers, 62.2K engagements
"What's the worst team to ever win a major sports title"
X Link 2023-09-22T17:35Z 17.7K followers, [----] engagements
"Despite operating in an industry where being seen is everything the Arnault family keeps a low profile rarely giving public speeches or interviews. For example everybody knows that Bernard Arnault is the patriarch of the LVMH empire but not many know much beyond that like"
X Link 2023-09-25T18:06Z 17.7K followers, [--] engagements
"Reece Duca is the founder of the Investment Group of Santa Barbara (IGSB). He grew up in Palo Alto within [--] miles of Shockley Semiconductor before moving to Santa Barbara to attend the University of California at Santa Barbara (UCSB). One of Reeces childhood neighbors and friends in Palo Alto who also attended UCSB with him is Silicon Valley legend Mark Bertelsen. Mark was a senior partner at Wilson Sonsini who is known for having been the effective COO of the firm attracting and retaining companies such as Apple and ROLM and helping underwrite companies including LSI SGI Cisco and Amazon."
X Link 2023-09-26T23:35Z 20.7K followers, 101.2K engagements
"@netcapgirl @dalibali2 Intel acquiring Nvidia would be more fun"
X Link 2023-09-29T00:05Z 20.6K followers, [---] engagements
"James Hong was the cofounder of HotOrNot which at one point was one of the [--] most visited websites in the world. Its also one of my personal favorite companies in Silicon Valley history with a few of the reasons listed below. 1) They were a constant innovator having developed a payments API dubbed HONPAL (Stripe before Stripe) a social network photo-sharing site called Yafro (Instagram before Instagram) the double match opt-in communication that was the foundation of their Meet Me feature (Tinder before Tinder) a virtual goods-based economy (now popular in gaming dating and crypto) and a"
X Link 2023-10-02T18:40Z 15.4K followers, 81.2K engagements
"Renaissance Technologies is one of the most secretive hedge funds in the world. The legendary quant fund was founded by Jim Simons in [----] as Monemetrics. Their Medallion Fund is known for having "the best record in investing history." But they have several other funds and in the beginning the equity fund was bleeding money. Enter David Magerman. In [----] David was a newly-minted PhD student who was working in natural language processing at Bolt Beranek and Newman after two stints (also in NLP) at IBM and SRI International while he was at Stanford. He was recruited to join Renaissance because"
X Link 2023-10-05T17:43Z 17.7K followers, 105.1K engagements
"26/ Here's a very simple quick one. Number of new banks in the US. [----] nothing"
X Link 2023-10-05T21:21Z 16.7K followers, [--] engagements
"2/ I'm Bill Gurley. I got to Silicon Valley in about [----]. And was fortunate enough to become a venture capitalist in [--]. And the entire first year of my career I had zero interest in interacting with any form of government. It didn't seem necessary for what I was trying to do. I was working with founders and software and technology. I didn't see what it would bring me"
X Link 2023-10-05T22:12Z 16.3K followers, 13.1K engagements
"16/ AT&T would join this fight; within two years they would outlaw municipal broadband in over [--] states. They'd just write it into the book. And just took the power of these local decision-makers away from them. All in the interest of the commercial interest not the citizen"
X Link 2023-10-05T22:16Z 16.6K followers, [----] engagements
"20/ Let's see how things went. In [----] the top four had 48% market share. Four or five years later after this heralded legislation they're up to 85%. That didn't work"
X Link 2023-10-05T22:17Z 16.2K followers, [----] engagements
"21/ Let's check in on the second one. Were they promoting innovation This is a chart of VC dollars into telecom equipment. This used to be 15% of what VCs did. Within [--] years it had gone below 1% and a year later the NVCA stop tracking it. Now if you want to talk to one of the expert VCs in telecommunications equipment it'll be easy to do because they're retired. This market's gone. There is no more innovation in telecom equipment"
X Link 2023-10-05T22:18Z 16.3K followers, [----] engagements
"24/ So this is the only slide I have with bullets because this is going to be a two minute Regulatory Capture [---]. All from George Stigler's notes. The first thing he says "In regulatory capture a special interest is prioritized over the general interests of the public" -- sound familiar from my other stories -- "leading to a net loss for society" a net loss for society. That's important. The two mechanisms they usually use is the second bullet limited market entry and price protection or even price increases which I'll show you more of. And then the mechanisms of influence are money made"
X Link 2023-10-05T22:18Z 17.7K followers, [----] engagements
"25/ All right this is a piece of Morgan Stanley research from [----]. Someone took the time to go study five pieces of major US legislation that had happened over the years and how the incumbent stocks did after the legislation. And let's just steal a few sentences from this: "conclude that landmark regulatory action has a tendency to improve returns for the largest players in the targeted industry. Long term investors should consider capitalizing on any temporary weakness caused by market reaction to regulation. Many attempts to increase competition or improve customer experience have failed.""
X Link 2023-10-05T22:19Z 16.1K followers, [----] engagements
"26/ Here's a very simple quick one. Number of new banks in the US. [----] nothing"
X Link 2023-10-05T22:19Z 15.5K followers, [----] engagements
"27/ Dodd Frank. Like that's what happens"
X Link 2023-10-05T22:19Z 15.5K followers, [----] engagements
"46/ It gets worse. President Biden decided finally to lean into antigen tests and authorize $2 billion to go purchase tests. He should have gone to Germany and bought them out of the stores but instead. but instead he bought them from these guys. Now I don't know if you've ever used this test. All that packaging is complete and utter bullshit and unnecessary. That popsicle stick thing like everyone else uses the lateral flow assay plastic thing that you can buy super cheap. This was over engineered"
X Link 2023-10-05T22:24Z 16.6K followers, [----] engagements
"47/ And then and then I got really pissed. Because The Wall Street Journal wrote an article that was a victory lap for Abbott's antigen test execution and how well they did in the market. And I've never met Brianna or Peter but I hope they get to watch this because the first thing that should have done in the article is put a big picture of Timothy Stenzel because that's why this thing worked. And they write the eye-catching card on a lollipop stick as if though it was so cute everyone bought it. Like if you tried to sell that thing in Germany how many would sell Zero. Like at $12 a test"
X Link 2023-10-05T22:24Z 15.5K followers, [----] engagements
"48/ Yesterday I -- just for kicks kinda I went online. This is Walgreens and CVS antigen test. Their seven tests are all exactly $23.99. What is that That's not a marketplace. That's not open competition. I also went on Boots the famous UK -- the tests are about $1.50 $1.60 per. Today So you have a 6x differential in these tests today. And by the way I'm not even talking about the fact that our citizenry may have been much enhanced by having rapid tests at a much lower price if they were treated as the commodity they were. Of course they weren't"
X Link 2023-10-05T22:25Z 15.5K followers, [----] engagements
"49/ Now Washington's got its eyes on Silicon Valley. And it's from both sides. We got Lindsey Graham we got Elizabeth Warren"
X Link 2023-10-05T22:25Z 16.2K followers, [----] engagements
"50/ There's an article here that says Marjorie Greene agrees with AOC -- breaking up big tech. And you say why Why are they so interested in tech"
X Link 2023-10-05T22:25Z 16.6K followers, [----] engagements
"51/ This is a poll of voters -- voters don't care. Voters are more worried about the industries where there's a lot of regulatory capture. But they want to come after tech. I think I know why. I think they want them in the system like the military like finance like telecom. They want them in the system because there's money. Now if Elizabeth Warren attacks big tech you think they might go fund the competitor"
X Link 2023-10-05T22:25Z 15.4K followers, [---] engagements
"52/ And you probably can't read this but this is OpenSecrets. Spend time on OpenSecrets. Four of the top [--] contributors to Elizabeth Warren are Alphabet Apple Microsoft Amazon. You attack them they have to come to you"
X Link 2023-10-05T22:26Z 16.2K followers, [----] engagements
"53/ Some of our peers in Silicon Valley seem to want them to come too I think they've read Stigler"
X Link 2023-10-05T22:26Z 15.4K followers, [----] engagements
"61/ Lastly one of my favorite authors is Matt Ridley. And these two books really cover the span of human time. And he talks about how three things: technology commerce and the sharing of ideas leads to prosperity for people leads to increases in standard of living. And my big fear is that regulation is the opposite of this. It's a blocker to innovation. So if you care about prosperity and you kill innovation you're going to kill prosperity from my point of view"
X Link 2023-10-05T22:28Z 17.7K followers, [----] engagements
"62/ So in closing the reason I picked this title is Silicon Valley's [----] miles away from Washington. And as these people put their eyes towards this I would state the following: The reason Silicon Valley has been so successful is because it's so fucking far away from Washington DC. Thank you"
X Link 2023-10-05T22:28Z 16.6K followers, [----] engagements
"@garrytan On a more serious note it's fascinating the overlaps between different investing styles. There are certain fundamental truths that hold true across philosophies styles asset classes stage etc"
X Link 2023-10-06T03:44Z 17.7K followers, [---] engagements
"Tony Hsieh was a cofounder of LinkExchange and the CEO of Zappos. He started his career at Oracle but left after five months to found LinkExchange an advertising network that allowed members to advertise on other members sites in exchange for placing LinkExchange banner ads on their own sites. Two years after founding it was acquired by Microsoft for $265mn. After selling LinkExchange Tony cofounded the incubator/investment firm Venture Frogs where he invested in companies including Ask Jeeves OpenTable and Zappos. Two months after investing in Zappos Tony joined as CEO and where he grew"
X Link 2023-10-09T23:39Z 16.2K followers, 10.9K engagements
"Last week Chuck Feeney passed away. He was a hero to many for building up and then giving away a massive fortune ($8bn). And he did so anonymously until he was essentially forced to out himself after the sale of his company to LVMH. He was admired by many include Laurene Powell Jobs John Arnold and Sandy Weil but particularly by Warren Buffett and Bill Gates whom he inspired to create The Giving Pledge. Todays letter is a first three letters in one But when youre the hero of both one of the greatest investors of all time and one of the greatest entrepreneurs of all time you deserve it. Todays"
X Link 2023-10-16T19:18Z 16.7K followers, 55.3K engagements
"With over $500bn in assets Apollo is one of the largest asset managers in the world. $75bn of that is in their private equity practice which is the cornerstone of their $100b+ equities business. Matt Nord is the Co-Head of Private Equity at Apollo and Torsten Slk is a Partner and the firm's Chief Economist. Matt is a Partner and Co-Head of Private Equity at Apollo where he oversees the Firms private equity strategy and has led numerous investments across technology healthcare and business services. He is on the board of directors of TD Synnex West Technology Group Lifepoint Health ScionHealth"
X Link 2023-10-19T17:40Z 15.3K followers, [----] engagements
"From a straight C student who unloaded food trucks at 3am and built tennis courts to an investor who managed $10bn and owned the Boston Celtics and AS Roma Jim Pallotta represents the American Dream. Jim is the Founder and Managing Partner of Raptor Group a Boston-based investment management firm that is principally his family office. Prior to founding Raptor Jim was the Vice Chairman of Tudor Investment Corporation where he managed a $10bn equities portfolio. He initially joined the firm as the Managing Director of the US Equity group in [----] became a member of the Management Committee in"
X Link 2023-10-26T21:25Z 15.4K followers, 14.2K engagements
"Thomas Peterffy is a Hungarian multi-billionaire and the Founder of Interactive Brokers (IAB) an automated global electronic broker that specializes in routing orders and executing and processing trades in financial instruments. IAB traces its lineage to [----] when Peterffy bought a seat on the American Stock Exchange as an individual market maker and formed T.P. and Co. in [----]. It was renamed Timber Hill in [----] and then Interactive Brokers in [----]. They were known for innovating having been the first to use fair value pricing sheets on an exchange trading floor being the first to use"
X Link 2023-10-30T21:28Z 21.2K followers, 15.2K engagements
"Michael Moritz is a Partner at Sequoia Capital and Senior Advisor of Sequoia Heritage. His investments include: Alphabet (Google) Instacart Kayak Klarna LinkedIn LinkExchange PayPal Stripe Yahoo and Zappos. He started his career as a journalist with Time Magazine and has written five books four of which have been published insert Bernie Sanders meme where I once again ask if anyone can get me a copy of DTV -- DMs open. In [----] he stepped down from Sequoia Capital to focus on Sequoia Heritage. Michael is one of my favorite investors and someone Ive learned a tremendous amount from. Hes also"
X Link 2023-10-31T21:45Z 15.5K followers, 21.1K engagements
"Dynamic Asset Allocation Framework - $1bn Portfolio Illustrative chart by K2 Advisors from 2012"
X Link 2023-11-01T17:23Z 15.7K followers, [----] engagements
"When you start work on a name what's the first thing you look at Reply if something else"
X Link 2023-11-02T16:16Z 15.7K followers, [----] engagements
"@InnocenceCapit1 I don't think you can tell a truly good story without numbers. Not in investing at least"
X Link 2023-11-02T18:32Z 15.5K followers, [----] engagements
"Jerry Seinfeld on AI So if I have this right: Were smart enough to invent AI dumb enough to need it and still so stupid were not sure if we did the right thing"
X Link 2023-11-04T19:03Z 16.2K followers, 56.3K engagements
"Imagine you're a [--] year old fresh grad on a leadership track at a Fortune [--] company with proud parents a new car and a great salary. But you hate what what you do. Should you stay or would you leave For Juliet de Baubigny the answer was simple: quit. Against the wishes of her parents left her cushy job for. nothing really. She hated the corporate life so much that she cold called a woman she had met while at university who had given a talk on company building and ran a small CEO recruiting firm. She wanted to be creating opportunity and connecting people to opportunity and a recruiting firm"
X Link 2023-11-06T17:45Z 20K followers, 36K engagements
"Time to $100B market cap Microsoft took [--] years (11 years to IPO) Cisco took [--] years (11 years to IPO) Google took [--] years (6 years to IPO) Pinduoduo took [--] years (3 years to IPO) Who's next With the pace of AI [--] years doesn't seem impossible. The bigger uncertainty is if any private company will go public in less than [--] years 🤣 Context h/t @honam (2010)"
X Link 2023-11-09T20:02Z 19.9K followers, [----] engagements
"Charlie Munger: I've never liked John Malone's extreme manipulations. I don't want to be known as the great manipulator like John Malone is. Berkshire:"
X Link 2023-11-15T21:38Z 20.7K followers, 36.8K engagements
"Coatue's Views on AI 1) The future top coding language will be English 2) On-device AI will become more widespread 3) Scaling AI is an engineering challenge 4) Private datasets can unlock new use cases 5) Innovation in multimodality is a new frontier 6) New advancements in architecture coming"
X Link 2023-11-16T19:49Z 16.1K followers, 41.2K engagements
"Yesterday Sam Altman was unceremoniously fired from OpenAI. Greg Brockman announced his departure shortly thereafter. Today Id like to share with you the essay Sam wrote in [----] detailing why Greg is the ideal cofounder. I hope they start something new together. Todays letter is an essay Sam Altman wrote about what the ideal cofounder looks like: Greg. While he had previously cofounded his own company and evaluated thousands of cofounders as a Partner and later President of Y Combinator he didnt actually have an answer until he met Greg Brockman who he founded OpenAI with. In this essay Sam"
X Link 2023-11-18T17:18Z 16.2K followers, 15.9K engagements
"Sam Altman on the promise of AI (2014) the importance of Boards (2014) Greg Brockman as the ideal cofounder (2017) and his relationship with Adam D'Angelo/Quora (2017)"
X Link 2023-11-18T17:42Z 16.2K followers, 11.2K engagements
"OpenAI without Sam is a fascinating thought experiment in Team vs Market Historically YC has cared about Team whereas Sequoia has cared about Market It's why companies that have gone through YC and have funding from Sequoia have always been interesting to watch"
X Link 2023-11-19T17:14Z 16.2K followers, 21K engagements
"Agreed I think there are two edge cases I can think of or really [---] off the top of my head 1) The Sutter Hill model with Mike Speiser where they identify a problem and then recruit a team to tackle it 2) Amazon in the early days could be argued to be a market play vs a team play although in hindsight it was both (Bezos identifying the growth of the internet and looking to build a business around it) What was the largest tornado you stumbled upon"
X Link 2023-11-19T17:49Z 16.2K followers, [----] engagements
"Thinking about the fact that prior to PayPal Peter and Keith both worked at Sullivan & Cromwell and David and Roelof both worked at McKinsey & Co"
X Link 2023-11-19T19:35Z 16.2K followers, [----] engagements
"Thinking about it the early PayPal team's backgrounds were quite diverse--they had lawyers engineers consultants entrepreneurs salespeople students etc"
X Link 2023-11-19T19:36Z 16.1K followers, [---] engagements
"Hearing rumblings Bret Taylor would be on new OpenAI board Can't think of anyone who understands shipping faster better"
X Link 2023-11-19T20:37Z 16.2K followers, [----] engagements
"Does this mean OpenAI is back to being worth $29B (officially) No way Kushner completes his purchase. Would be fun to see it go directly to SamA NewVenture"
X Link 2023-11-20T06:06Z 16.1K followers, [----] engagements
"Sam Altman: Move fast. Speed is one of your main advantages over large companies"
X Link 2023-11-20T06:16Z 16.2K followers, [----] engagements
"Would be funny if Kushner gave SamA NewVenture the $86bn valuation OpenAI was going to get lol"
X Link 2023-11-20T06:19Z 16.2K followers, [----] engagements
"Sam Altman: Become formidable. Also become toughthe road ahead is going to be painful and make you doubt yourself many many times"
X Link 2023-11-20T06:30Z 16.2K followers, [----] engagements
"Advice from Sam Altman that could have benefitted OpenAI's board: Overcommunicate with your team. For some reason most founders are really bad at this one. Transparency is your friend"
X Link 2023-11-20T06:49Z 16.2K followers, [----] engagements
"Patrick Collison and Sam Altman discussing capital structure Sam: It's a horrible thing to innovate on. You should innovate on products and science and not corporate structure"
X Link 2023-11-20T06:57Z 16.1K followers, [----] engagements
"If Sam and Greg stay at MSFT the belief that "big companies can't innovate" line is gonna quickly disappear"
X Link 2023-11-20T08:05Z 16.2K followers, [---] engagements
"@thecornisians He's also alongside Steve Jobs Sam Altman Larry & Sergey one of the [--] CEOs Paul Graham thought were the [--] most interesting startup founders of the last [--] years"
X Link 2023-11-20T17:37Z 16.2K followers, [---] engagements
"This past weekend Microsoft CEO Satya Nadellas problem-solving negotiation and leadership capabilities were on full display as he navigated Sam Altmans firing from OpenAI. Despite having invested $10bn+ into OpenAI they didnt hold a board seat and were blindsided by Sam Altmans firing (only given [--] minute notice). Even worse they werent able to bring him back even after a weekend of negotiating with the board and OpenAI announced a new interim-CEO (they fired their previous choice after she showed support for Sam). But rather than let Sam Greg (Brockman) and their OpenAI supporters leave in"
X Link 2023-11-20T21:15Z 16.2K followers, 22.2K engagements
"@jacksondahl @OpenAI Hands down best part of this was the spoken descriptions of images"
X Link 2023-11-21T20:04Z 16.2K followers, [---] engagements
"Jeff Bezos' Customer Obsession Playbook [--]. Invest for the long-term [--]. Measure what matters [--]. Make big bets [--]. It's all about cash flow [--]. Be transparent [--]. Spend wisely [--]. Get to scale--and profitability [--]. Make everyone an owner"
X Link 2023-11-27T19:07Z 16.4K followers, 12.9K engagements
"@honam cc @jacksondahl curious about your take on this"
X Link 2023-11-27T22:30Z 16.6K followers, [---] engagements
"Walt Disney on why he didn't believe in sequels"
X Link 2023-11-29T19:46Z 16.3K followers, [----] engagements
"@PythiaR But but"
X Link 2023-11-29T19:53Z 16.3K followers, [---] engagements
"@AdamDraper Is this a real life prison or a VR prison Very different"
X Link 2023-12-01T06:03Z 16.3K followers, [---] engagements
"@wolfejosh @FutureJurvetson Both featured as Nanotechnology Power Brokers in this [----] Forbes/Wolfe Nanotech Report too It's crazy how Steve hasn't aged a day"
X Link 2023-12-05T23:02Z 16.4K followers, [---] engagements
"@mjmauboussin @CenterDodd @Columbia_Biz Stone. Rogers. Tangen. Armitage. You guys are on a roll with the guests Michael"
X Link 2023-12-16T00:32Z 16.6K followers, [---] engagements
"Apples market cap is $3tn. Thats about the same as the GDP of India or the UK. Yet its CEO doesnt give many interviews. In fact on a recent trip to the UK he only did onewith Dua Lipa of Service95. Tim Cook is the CEO of Apple. Prior to being named CEO Tim was Apples Chief Operating Officer where he was responsible for all of the companys worldwide sales and operations including end-to-end management of Apples supply chain sales activities and service and support in all markets and countries. He also headed Apples Macintosh division. Before joining Apple Tim was Vice President of Corporate"
X Link 2023-12-18T22:10Z 17.7K followers, 56.4K engagements
"@noampomsky Great book. And more than a little similar to Ender's Game"
X Link 2023-12-19T02:40Z 16.7K followers, [---] engagements
"Amazon is great until you need a book on [--] hour notice. Have visited or called [--] bookstores now and none of them carry the book I'm looking for 😠(and no it's not a rare book)"
X Link 2023-12-20T01:12Z 16.7K followers, [----] engagements
"Scott Cook is the Cofounder Chairman of the Executive Committee and former CEO of Intuit. He founded the company in [----] alongside Tom Proulx and has since helped grow the company into a $170B business. He served as President and CEO from 1983-1994 of the company before transitioning to Chairman of the Board which he served as from 1993-1998. Shortly after his transition to Chairman and Bill Campbell taking over as CEO Intuit received an acquisition offer from Microsoft for $1.5bn (which would have been Microsofts largest acquisition at the time) with Bill Gates noting "Intuit is a phenomenal"
X Link 2023-12-26T23:28Z 16.1K followers, [----] engagements
"Throw a frog in boiling water it will jump out. But put it in room temperature water and gradually turn up the heat and itll get cooked. The danger of gradualism and information creep is ever present in markets with sell-side equity analysts who incrementally adjust their earnings figures and cluster like a herd. Dont be the frog. - Josh Wolfe (2007)"
X Link 2024-01-02T19:14Z 17.7K followers, [----] engagements
"My favorite part of this column though is that it was written on the eve @wolfejosh got married to @LTwolfe. the man's always got finance on his head 🤣"
X Link 2024-01-02T19:16Z 16.7K followers, [----] engagements
"@wolfejosh Would love to see a kpop routine next"
X Link 2024-01-04T21:19Z 17.7K followers, [---] engagements
"International markets are wild. Legit tech company with $1bn+ on balance sheet trading at $2.5bn in secondaries"
X Link 2024-01-08T20:06Z [--] followers, [----] engagements
"@atelicinvest Interesting convo in the quant world rn as well - lots arguing for just fama french [--] factor and increasingly more arguing the more complex a model the better"
X Link 2024-01-08T21:54Z 16.7K followers, [---] engagements
"Three things Keith Rabois learned from Vinod Khosla"
X Link 2024-01-09T20:59Z 17.7K followers, 15.4K engagements
"Keith Rabois: I learned more about how to build a startup from Peter than anyone and that is still true. Vinod is probably more of my model as an investor. Here are Vinod's venture rules of investing:"
X Link 2024-01-09T21:22Z 16.3K followers, 23.5K engagements
"The village idiot's memos on Lessons from Keith are worth a read if you haven't already"
X Link 2024-01-09T22:07Z [--] followers, [----] engagements
"Has anyone seen data on whether VC firms or PE shops replace more founders Honestly not sure which one I'd expect to replace more. How do you objectively assess this in the context of a sell-side process I underwrite not being able to keep CEO Founder. it's upside if they stay and crush it @kevg1412 https://t.co/nlB07rUGpm How do you objectively assess this in the context of a sell-side process I underwrite not being able to keep CEO Founder. it's upside if they stay and crush it @kevg1412 https://t.co/nlB07rUGpm"
X Link 2024-01-10T21:04Z 17.9K followers, [----] engagements
"@BillAckman @NeriOxman Don't forget about her blog"
X Link 2024-01-11T11:18Z [--] followers, 71K engagements
"SpaceX investor swagger is just different"
X Link 2024-01-11T18:32Z 16.2K followers, [----] engagements
"Spotify playlist here:"
X Link 2024-01-13T16:36Z 16.3K followers, [----] engagements
"@nosunkcosts What % of this is just Nvidia"
X Link 2024-01-18T08:13Z 17.7K followers, [--] engagements
"@RiffRaffInvests Agree to disagree on Dell. Agree Satya and Larry great to study as well"
X Link 2024-01-23T00:04Z 16.7K followers, [---] engagements
"Henry Kravis: Thirty years ago the hardest work occurred before we made the investment. Today we work hard before we make the investment but we work harder after we make the investment"
X Link 2024-01-24T19:45Z 17.7K followers, [----] engagements
"@InnocenceCapit1 He said this in [----] :)"
X Link 2024-01-24T19:50Z 17.7K followers, [---] engagements
"Shared two quotes from @elonmusk yesterday and had 100+ people unfollow me 🤣 Even if you're not a fan there's a lot you can learn from him"
X Link 2024-01-30T16:13Z 17.7K followers, [----] engagements
"Haha I think the key context is you were writing about rapidly growing startups. My mind immediately went to pre-PMF where it's all about decisions and throwing things against the wall. It reminds me a little bit of Machiavelli's ends justify the means as well as Ben Affleck telling Matt Damon to "Judge me for how good my good ideas are not how bad my bad ideas are" At the same time it's interesting that for investors during your career people judge you on process but at the end of your career they judge you on returns. Time (usually) reveals all"
X Link 2024-02-06T00:07Z 17.7K followers, [---] engagements
"Last week Steve Eisman Danny Moses Vincent Daniel and Porter Collins sat down together for a public panel for the first time ever. After the panel they joined panel host Melissa Lee on CNBCs Fast Money to discuss everything from The Big Short movie the financial crisis and investment strategies investing and short selling in the financial industry short selling strategies and underperforming stocks and the US economy credit quality potential risks and more. Letter #152: Steve Eisman Danny Moses Vincent Daniel and Porter Collins (2024) Now you may be wondering why I highlighted it was the"
X Link 2024-02-06T00:14Z 17.7K followers, [----] engagements
"Josh Kushner is the Founder and Managing Partner of Thrive Capital where he has invested in companies such as Instacart Instagram Skims Slack Spotify Stripe and OpenAI and incubated companies such as Oscar and Cadre. Prior to founding Thrive Josh spent a year in Goldman Sachs private equity arm where he focused on distressed debt. He had also been a cofounder of Vostu and Unithrive. Kareem Zaki is a General Partner at Thrive Capital where he has invested in companies such as Affirm Ramp Trade Republic Lemonade and Robinhood and has incubated companies such as Cedar Nava Scope Security and"
X Link 2024-02-12T20:36Z 21.2K followers, 55.3K engagements
"Michael Mauboussin on the [--] attributes of great fundamental investors: 1/ Be numerate (and understand accounting) 2/ Understand value (the present value of free cash flow) 3/ Properly assess strategy (or how a business makes money) 4/ Compare effectively (expectations vs. fundamentals) 5/ Think probabilistically (there are few sure things) 6/ Update your views effectively (beliefs are hypotheses to be tests not treasures to be protected) 7/ Beware of behavioral biases (minimizing constraints to good thinking) 8/ Know the difference between information and influence 9/ Position sizing"
X Link 2024-02-14T17:07Z 18K followers, 11.1K engagements
"10 years ago this week Slack was officially launched to the world. Just [--] years later it was acquired for $28bn. Prior to founding Slack Stewart Butterfield was a cofounder of Flickr. Interestingly both Flickr and Slack are companies that were the result of working on other initial ideas (in this case the same ideaa massively multiplayer online role-playing game (MMORPG)). In [----] he cofounded Ludicorp which was developing an MMORPG called Game Neverending. However when the game failed to launch the company started a photo-sharing website called Flickr. Flickr was acquired by Yahoo in 2005"
X Link 2024-02-15T22:06Z 17.9K followers, [----] engagements
"Anthony Bolton managed the Fidelity Special Situations fund for [--] years generating an annualized return of 19.5% and outperforming the market by 6% per annum. During his tenure funds under management grew from 2mn to 6.5bn. Anthony started his career in [----] at the investment department of Keyser Ullman a small British merchant bank that mainly managed investment trusts. After seeing weekly visits to the Bank of England penciled in on the CEOs chauffeurs schedule he decided to leave. Shortly after he left Keyser Ullman collapsed. He then joined Schlesinger a South African bank where he first"
X Link 2024-02-22T22:11Z 18.2K followers, 18.1K engagements
"FinTwit after Buffett releases his shareholder letter tomorrow"
X Link 2024-02-23T18:13Z 18.1K followers, [----] engagements
"@ByrneHobart Farmers hedging is a fascinating topic (that I'm sure you've already written about somewhere 🤣)"
X Link 2024-03-04T16:35Z 18.3K followers, [---] engagements
"Last week Frank Slootman announced he was retiring as Snowflakes CEO and transitioning to a Chairman role. Snowflakes stock instantly cratered dropping 20% and wiping out $15bn of value. He is being succeeded by Sridhar Ramaswamy. Frank Slootman is the Chairman and former CEO of Snowflake. He joined Snowflake out of retirement in April [----] when the company was valued at $4bn. Less than a year later and a month before Covid shut down the United States in February [----] Frank raised a fresh round of funding for Snowflake valuing it at $12.4bn. Half a year later in September [----] he took the"
X Link 2024-03-04T21:28Z 21.2K followers, [----] engagements
"Stan Druckenmiller on the best economic predictor Well first of all I was a drop-out of the PhD program in Michigan. Well start with that. When I got in the business it became clear to me that well macroeconomic statistics are not great in terms of predicting the economy. They are really great in terms of telling where you are and where youve been but in terms of predictive ability they are not great. By far the best economic predictor Ive ever met is the inside of the stock market. I dont mean the stock market; I mean the inside of the stock market. And thats looking at cyclical companies"
X Link 2024-03-07T16:36Z 18.4K followers, [----] engagements
"Marc Benioff is the Founder Chairman and CEO of Salesforce which he founded in a San Francisco apartment in [----] with the goal of The End of Software. Five years later he took public at a $1.1bn market cap. Today Salesforce is a $300bn company. Prior to founding Salesforce Marc was a rising star and key executive at Oracle where he was mentored by Larry Ellison. Marc joined Oracle in a customer service role right after graduating college and at [--] he was Oracles Rookie of the Year. Three years later he was promoted to vice presidentthe youngest in Oracles history. Before joining Oracle while"
X Link 2024-03-11T20:57Z 19.4K followers, [----] engagements
"Carl Kawaja is a legendary global equities investor. Henry Ellenbogen is one of the pioneers of crossover investing. Mike Volpi was one of the greatest corporate development investors (now venture capitalist). In [----] a year after covid shut down the US these three investors got together for a conversation to discuss their learnings and observations from the past year. Carl M. Kawajais Chair of Capital Research and Management Company part of Capital Group as well as a Trustee at the Santa Fe Institute. He is also an equity portfolio manager. Carl has [--] years of investment industry experience"
X Link 2024-03-21T19:33Z 18.3K followers, 12.1K engagements
"Michael Moritz's Rules for Venture Investing [--]. Avoid capital-intensive businesses. [--]. Take measured steps. [--]. Never underestimate the difficulty of changing consumer behavior. [--]. Dont begin a rollout until youre sure the recipe is working. [--]. A business Wall Street is prepared to throw hundreds of millions of dollars at is not one he should be in. h/t @waltroloson"
X Link 2024-03-28T16:53Z 18.3K followers, [----] engagements
"Sergio Marchionne was Chairman and CEO of Ferrari CEO of Fiat Chrysler Automobiles (FCA) and Chairman and CEO of FCA US LLC. Sergio started in career in [----] as an accountant and tax specialist for Deloitte in Canada. He left Deloitte to become the Group Controller and then Director of Corporate Development at the Lawson Mardon Group. He then moved to Glenex Industries where he was an EVP. After Glenex Sergio served as VP of Finance and CFO at Acklands and then VP of Legal and Corporate Development and CFO of the Lawson Group. After Lawson was acquired by Algroup Sergio remained and became"
X Link 2024-03-28T20:28Z 18.4K followers, [----] engagements
"Number of Years Founding to IPO (2004-2013) The first decade of SaaS IPOs h/t @honam"
X Link 2024-04-04T17:33Z 18.7K followers, [----] engagements
"Greenoaks is one of the best investment firms most people haven't heard of. Kleiner Perkins is one of the best venture firms almost everyone knows of. In [----] two of their partners sat together for a fireside chat. Neil Mehta is the Founder of Greenoaks Capital where he has invested in companies such as Coupang Rippling Brex Databricks Airtable Canva Checkout(.)com Discord and Stripe. Prior to Greenoaks Neil was a Senior Investment Professional for special situations investments in India the Middle East and Southeast Asia for Orient Property Group Ltd. a Hong Kong-based investment firm"
X Link 2024-04-04T21:44Z 21K followers, 19.4K engagements
"The Most Offensively Taboo Idea in Western Civilization by Tom Morgan Tom Morgan is Sapient Capitals Director of Client Communications and Marketing. Prior to joining Sapient Tom was the Director of Communications and Content The KCP Group at Stifel which he joined after a stint as a Research Provider Relationship Manager at Liquidnet. Before Liquidnet Tom was a founder having started and operated Personal Best NYC. Prior to becoming a founder Tom was an equity product manager at Consumer Edge a Managing Director at Stifel and a Director at Merrill Lynch. Letter #171: Tom Morgan (2024) This"
X Link 2024-04-08T21:29Z 18.8K followers, 107.1K engagements
"Ryan Israel is the Chief Investment Officer of Pershing Square Capital and Bill Ackman's successor. He started his career at Goldman Sachs in the Technology Media and Telecom group. Letter #172: Ryan Israel (2021) Todays letter is the Music Industry Overview section of Pershing Squares [----] presentation Music is Universal on Universal Music Group presented by Ryan Israel. In this section Ryan dives into the music industry covering streaming monetization entertainment value long-term prospects industry investments business quality improving value propositions in-demand content compares the"
X Link 2024-04-10T21:59Z 18.9K followers, 56.6K engagements
""What controversial thing can I tweet today""
X Link 2024-04-15T19:31Z 18.7K followers, [----] engagements
"Jerry Seinfeld and Steve Martin on critics and criticizing others Jerry Seinfeld: I've decided Steve I don't want to say anything negative about colleagues anymore because it's hard enough. Steve Martin: I always had a policy: you don't criticize other artists.personally I might like it or dislike it but I'm not going to announce it. Because we have critics who want to kill us. That's not what I do. I'm on the artistic side of it"
X Link 2024-04-19T15:13Z 19.8K followers, [----] engagements
"Jerry Seinfeld on why he doesn't believe in regret"
X Link 2024-04-23T19:38Z 18.9K followers, [----] engagements
"Bipul Sinha is the CEO Chairman and Co-founder of Rubrik as well as a Venture Partner at Lightspeed Venture Partners. Prior to founding Rubrik Bipul was a Partner at Lightspeed where he invested in companies including Nutanix Pulse News Bromium and PernixData. Before Lightspeed he was an investor at Blumberg Capital where he was the founding investor/board member of Nutanix and Hootsuite. He joined Blumberg from Bank of Americas tech investment banking group where he worked (briefly) on M&A and equity financing transactions. Bipul started his career in a variety of software engineering and"
X Link 2024-04-29T20:25Z 22.1K followers, [----] engagements
"Ho Nam: As long as I'm a venture capitalist I will continue to bet on entrepreneurs who can do a lot with very little. They surprise us every day. They are our heroes. The entrepreneurs we see all around us are very hungry. They will struggle but they will not stop dreaming. They will not stop innovating. They believe. They will endure"
X Link 2024-04-29T23:28Z 19.1K followers, [----] engagements
"Warren Buffett once said You cannot find a better model for a citizen than Walter ScottHe was basically a builder whether he was building Kiewit and physical things or building his vision of Omaha or Nebraska. He was nonstop. Everyone knows who Warren Buffett is. But far fewer people know who Walter Scott was. Walter was one of Warren's childhood friends who later became the CEO of Kiewit and one of Berkshire's board members. He was someone Warren trusted--a lot (he was the one who convinced the famously frugal Warren to buy a private jet). With Berkshire's annual meeting coming up this"
X Link 2024-05-02T21:51Z 19.1K followers, 103.6K engagements
"John Doerr: We could have invested in VMware. @vkhosla proposed that we do that many times. And the valuation was always too high. $60 million $100 million pre money and Vinod what are you thinking But that's too bad. Should have done that. Should have done that. It's hard to invest with those higher valuations"
X Link 2024-05-09T14:12Z 19.2K followers, 89.4K engagements
"Michael Moritz on what he admires so much about Elon Musk He did two things: he set the world on a path of electric vehicles and he completely imagined the future of space and made SpaceX the most important business in the field. We supported Elon with funding when no one backed him. In [----] he ran a company called X(.)com which merged with a company called PayPal. We had no idea what was going to happen but we invested in it. Today it is a name that is recognized around the world no less than the leader of a country and its influence is even greater than that of the leaders of quite a few"
X Link 2024-05-10T06:29Z 19.1K followers, [----] engagements
"Thank you Jensen"
X Link 2024-05-13T17:26Z 19.2K followers, [----] engagements
"OH: "Forget doing an AI startup. The best way to ride the OpenAI wave is a) sex workers or b) sex toys.""
X Link 2024-05-13T19:11Z 19.2K followers, [----] engagements
"@kokoxsu [---] can confirm. I hired him and he took over when i left. https://x.com/compound248/status/1791222419211890790 I was Greenlights Head of Macro. @davidein can attest. James can pound sand. https://x.com/compound248/status/1791222419211890790 I was Greenlights Head of Macro. @davidein can attest. James can pound sand"
X Link 2024-05-17T01:33Z 19.2K followers, [--] engagements
"Fat startups. @honam did you ever put this list together/track it C3 dropped 80% since going public but is still a $3bn+ company. Workday 5xed after going public and is now a $70bn company. Would be curious about the others you tracked and any learnings from this exercise"
X Link 2024-05-20T23:42Z 19.8K followers, [----] engagements
"In [----] Wes Edens purchased the Milwaukee Bucks and founded New Fortress Energy. By [----] the Bucks had gone from the worst record in the NBA (15-67) to the best (60-22) and New Fortress Energy went public with a market cap $2bn. In [----] the Bucks became NBA Champions (for the first time in [--] years) and New Fortress Energy reached a market cap $10bn. So in less than [--] years Wes simultaneously took the Milwaukee Bucks from the worst team in the NBA to the best team and built a multi-billion dollar company. Wes Edens is the Cofounder of Fortress Investment Group the Founder and CEO of New"
X Link 2024-05-23T21:28Z 19.4K followers, [----] engagements
"@iankar_ Luka's taller"
X Link 2024-05-27T04:28Z 19.2K followers, [---] engagements
"Alex Karp is the cofounder and CEO of Palantir. Prior to starting Palantir with his law school classmate Peter Thiel Alex was an investor and the founder of Caedmon Group a wealth management business. He started his career at the Sigmund Freud Institute in Frankfurt. Letter #186: Alex Karp (2020) This weekend's letter was Alex Karps [----] Palantir S-1 Shareholder Letter. In this letter Alex argues that welfare and security depend on effective software discusses Palantirs culture acknowledges the ethical challenges of around their product clearly states their position on those challenges and"
X Link 2024-05-27T21:18Z 19.2K followers, [----] engagements
"Stan Druckenmiller: Ive never made a buy at a low that I didnt just feel terrible and scared to death making it. Its easy to sell at the bottom. You can go home that night and it relieves you of your nerves. When things are going down its hard to buy them"
X Link 2024-05-28T16:26Z 19.2K followers, 10K engagements
"@JSiegel88 what is fintwit market is broken definition"
X Link 2024-05-30T18:02Z 19.2K followers, [--] engagements
"@JSiegel88 What are the big education stocks"
X Link 2024-05-30T18:05Z 19.2K followers, [--] engagements
"Brook Byers is a Senior Partner of Kleiner Perkins and a Founding Partner of Kleiner Perkins Caufield and Byers (KPCB). There he incubated and served as the founding president and then chairman of four biotech companies that went on to become public companies with an aggregate market value of more than US$8bn. Brook started his career as a junior consultant associate at Management Analysis Corporation a consulting group comprised of faculty and graduates from Stanford Business School and Harvard Business School. After just eight months he moved to Behavioral Research Laboratories an"
X Link 2024-05-31T18:22Z 21K followers, 17.6K engagements
""Caitlin Clark should start her own league.""
X Link 2024-06-01T21:43Z 19.2K followers, [----] engagements
"Michael Mauboussin: Expectations often reflect linear extrapolations of near-term trends leading to potential perception gaps. Based on work by Theodore Modis and Bill Gurley"
X Link 2024-06-04T15:48Z 19.3K followers, [----] engagements
"Stock Market Reaction to Amazon's "Link and Leveraging" Into the Music Business h/t Michael Mauboussin"
X Link 2024-06-04T16:23Z 19.3K followers, [----] engagements
"Sam Altman on Hyperscalers"
X Link 2024-06-04T19:32Z 19.3K followers, 37.9K engagements
"Sam Altman on the importance of open technologies"
X Link 2024-06-05T20:51Z 22.5K followers, [----] engagements
"@blakeir Ridiculous how understudied Tencent is"
X Link 2024-06-07T15:28Z 19.4K followers, [----] engagements
"Game kind of reminds me of [----] when Cavs scored [--] in the first half of Game [--] to avoid being swept. But also. would be quite something if Kyrie becomes the first person to ever come down from both a 3-1 and 3-0 deficit in the finals"
X Link 2024-06-15T02:38Z 19.4K followers, [----] engagements
"A lot of people are wondering what I've been working on for such a long time. Well I'm happy to finally announce: I am the #1 Ranked Subway Surfers player in the United States and just successfully completed a three-peat"
X Link 2024-06-18T17:56Z 19.9K followers, [----] engagements
"Michael Mauboussin on the two broad schools of thought regarding the setting of stock prices"
X Link 2024-06-20T16:26Z 19.4K followers, 36.7K engagements
"Jenny Wang is a Founding Partner the Chief Operating Officer and the Head of Asset Management of Sunrise Real Estate. Prior to starting Sunrise Jenny was a Principal in the Real Estate Group at Blackstone where she started her career and worked in the New York and London offices from [----] to [----]. While in New York she primarily focused on new residential and logistics investments across North America. After moving to London in [----] she shifted to focus on real estate asset management activities on the logistics and residential investments across Europe. She also spent six months in Beijing"
X Link 2024-06-20T21:28Z 19.6K followers, [----] engagements
"Yuan Fang is an artist and the owner of Fang Yuan Studio. She currently has a solo exhibition at the Skarstedt Gallery in London and just wrapped up an exhibit at Shanghais Long Museum. Other recent solo exhibitions have taken place at Prince & Wooster in New York Bill Brady Gallery in Los Angeles and ATM Gallery in New York. Her work has also been featured in group exhibitions at galleries including Stems Gallery in Brussels and COMA Gallery in Sydney and acquired by firms including ICA Miami Lafayette Anticipations and The Flag Art Foundation. Letter #195: Yuan Fang (2024) This weekend's"
X Link 2024-06-24T20:34Z 19.6K followers, [----] engagements
"More information leads to more confidence but not more accuracy h/t Michael Mauboussin"
X Link 2024-06-27T17:09Z 19.6K followers, 29.5K engagements
"Seymour Schulich is best known for being the first person to apply the oil and gas royalty model to the gold business with the Franco-Nevada Mining Corporation which he grew from an initial market cap of $2.3mn in [----] to more than $3bn in [----] when it merged with Newmont Mining. He started his career at the Shell Oil Company moved on to Eastern Securities and then joined the newly formed Beutel Goodman & Co. where he became a Partner and VP then Vice-Chairman Emeritus as the company grew into one of the largest pension fund management firms in Canada (in [----] they managed $43bn CAD. While at"
X Link 2024-07-01T22:20Z 19.7K followers, [----] engagements
"Warren Buffett on interest rates DCFs and speculation"
X Link 2024-07-02T01:16Z 19.8K followers, 41.3K engagements
"Trae Stephens is a Partner at Founders Fund the Cofounder and Executive Chairman of Anduril and the Cofounder of Sol. Prior to joining Founders Fund and staring Anduril and Sol Trae was an early employee at Palantir where he led teams focused on growth in the intelligence/defense space as well as international expansion as well as the design and strategy for new product offerings. Before Palantir Trae worked as a computational linguist building enterprise solutions to Arabic/Persian name matching and data enrichment within the US Intelligence community. He started his career in the office of"
X Link 2024-07-08T20:41Z 20K followers, 22.3K engagements
"In [----] Ken Griffin and Jon Gray sat down for a conversation with David Rubenstein. Ken Griffin is the Founder CEO and CIO of Citadel. He also owns Citadel Securities one of the largest market makers in the US. Ken started trading in his dorm room while he was a student at Harvard and launched his first fund in [----] with $265k days after his 19th birthday. After graduating in [----] Ken moved to Chicago to work with Frank Meyer the Founder of Glenwood Capital who allotted him $1mn of Glenwoods capital. A year later in [----] Ken founded Wellington Financial Group with $4.6mn AUM. Four years later"
X Link 2024-07-11T21:20Z 19.8K followers, [----] engagements
"Italy planning to reboot its nuclear energy industry [--] years after shutting down its last reactor"
X Link 2024-07-16T01:51Z 19.9K followers, 24.1K engagements
"Katie Ledecky: To me I could do the sport without the competitions. I love it that much. I just love it when I can spend most of my day at the pool"
X Link 2024-08-01T19:22Z 19.9K followers, 12.6K engagements
"David Blitzer is the first and only person to hold team equity in the five major sports leagues of North America (Philadelphia 76ers New Jersey Devils Washington Commanders Cleveland Guardians Real Salt Lake). He's also the Global Head of Blackstones Tactical Opportunities (Tac Opps) Group and the Cofounder of Harris Blitzer Sports Entertainment. David started his career at Blackstone where he had held a variety of roles across the firm and was involved in the execution of firm investments across a variety of asset classes including establishing and leading their European private equity"
X Link 2024-08-01T22:16Z 19.9K followers, [----] engagements
"@buhrman_rick @EverestBrady @artofinvest If you need a rabbit hole to go down 🤣 https://12mv2.com/compilations/ https://12mv2.com/compilations/"
X Link 2024-08-08T18:10Z 20.6K followers, [--] engagements
"15 Lessons from [--] People over [--] Years at Sequoia by Pat Grady 1/ Eric Yuan: Simplicity Scales 2/ Roelof Botha: Its Not About Figuring Out Whats Wrong Its About Figuring Out Whats Right 3/ Jess Lee: Become the Best Version of Yourself Not of Somebody Else 4/ Elon Musk: The Output of an Organization is Equal to the Vector Sum of Its Individuals 5/ Michael Moritz: Dont Put a Ceiling on Greatness 6/ David Cancel and Elias Torres: Slow is Smooth and Smooth is Fast 7/ Michelle Bailhe: If You See a Problem Solve It 8/ Ravi Gupta: Bring Joy 9/ Frank Slootman: Push to the Extremes 10/ Alfred Lin:"
X Link 2024-08-08T20:53Z 20.6K followers, [----] engagements
"Incredible that management changes can cause 15-$20bn swings in market cap. Snowflake was down Frank Slootman stepping down and Starbucks is up on Laxman Narasimhan getting replaced"
X Link 2024-08-13T19:26Z 20.6K followers, [----] engagements
"@AdamDraper The Draper favorite spots are coming back one by one. The Macniven kids bring back Bill's Bucks Then Andrew Luck brings back Adam's Old Pro What's next The Churchill Club"
X Link 2024-08-21T01:00Z 20.6K followers, [---] engagements
"Pretty cool I can now highlight a part of a post and just "Ask Grok""
X Link 2024-08-22T18:59Z 20.6K followers, [----] engagements
"@tomowenmorgan Very America-centric. The other poll I was thinking of running was: 1) Trump 2) Xi 3) Putin 4) Yao Ming"
X Link 2024-08-22T23:35Z 20.6K followers, [---] engagements
"@tomowenmorgan I'd guess the overlap between Messi and Ronaldo is very very high though. Would probably just choose one"
X Link 2024-08-22T23:55Z 20.6K followers, [---] engagements
"@viveksworld @paulh4224 @mjmauboussin Probably not even 1/10th of what he's read either"
X Link 2024-08-24T21:13Z 20.6K followers, [--] engagements
"Eric Yuan is the Founder and CEO of Zoom which he founded in [----]. However the genesis for the idea came back in [----] when he was a first year university student taking [--] hour train rides to visit his girlfriend (now wife) wishing for an easier way to visit her. He completed college got a masters degree and entered the workforce. His company sent him to Japan for a four month training program in [----] where he heard Bill Gates give a speech about the internet. Inspired by the power and potential of the internet Eric thought about building an online bookstore (as a child he loved reading and"
X Link 2024-08-26T21:29Z 20.6K followers, [----] engagements
"Gabe Plotkin is the Founder of Tallwoods Capital and the owner of the Charlotte Hornets. Prior to launching Tallwoods and acquiring the Hornets Gabe founded Melvin Capital which he grew to managing $8bn. Before Melvin he was a portfolio manager at Sigma Capital a division of SAC Capital where he oversaw a $1.8bn portfolio. He was recruited to SAC after three successful years as a Managing Director at North Sound Capital. He started his career at Henry Crown and Company as a Private Equity Analyst. Letter #213: Gabe Plotkin (2020) Todays letter is the transcript of an interview with Gabe"
X Link 2024-08-29T17:31Z 20.6K followers, [----] engagements
"Today Nu Holdings is a $70bn company whose shareholders include Berkshire Hathaway. It was founded in [----] by David Vlez Cristina Junqueira and Edward Wible. David Vlez is the Founder and CEO of Nubank the biggest independent digital bank in the world and leading Latin American financial technology company. Before founding Nubank in [----] David was a Partner at Sequoia Capital in charge of the firms Latin American investments. Before Sequoia David worked in investment banking and growth equity at Goldman Sachs Morgan Stanley and General Atlantic. Cristina Junqueira is the Cofounder and Brazil"
X Link 2024-09-02T20:37Z 21K followers, [----] engagements
"Every investment KPCB made had to be total consensus -- meaning their non-consensus investments in Amazon and Google were total consensus within the firm"
X Link 2024-09-04T17:19Z 20.6K followers, [----] engagements
"Kevin Compton is the Cofounder of Radar Partners. Prior to founding Radar Kevin was a Partner at KPCB where he served on the boards of companies such as Citrix and Verisign. Before joining KPCB he was Vice President and General Manager of the Network Systems Team at Businessland (which was then acquired by JWP then Entex then Siemens) where he helped increase company's sales from $70mn to $1.4bn. Kevin joined Businessland via the acquisition of a startup he joined after finding his calling with computers while working at a Ford dealership. While Kevin has had a storied professional career in"
X Link 2024-09-06T21:24Z 20.5K followers, [----] engagements
"Generally don't disagree with you. In fact I do mostly agree with you. That said I know a number of founders who worked on AI (especially autonomous vehicles) in the 80s 90s and 2000s. Most failed (some before the GPU some before Transformers others for other reasons). I do believe timing can be a factor for failure among many others. In this specific instance timing is one of the reasons she believes it didn't succeed not the reason. As she mentions later on in the thread she just didn't have "the fight" in her to continue and she acknowledges mistakes giving up day-to-day control when"
X Link 2024-09-09T02:01Z 20.5K followers, [----] engagements
"Frank Slootman has Amp It Up Mike Cassidy has Speed as THE Primary Business Strategy Mike Cassidy is currently simultaneously the CEO of D-Orbit USA and the CEO of Vulcan Fusion. Prior to D-Orbit and Vulcan Mike was the Cofounder and CEO of five exited startups in five different industries: Apollo Fusion (acquired by Astra for $145mn) Ruba (acquired by Google) Xfire (acquired by MTV for $110mn) Direct Hit (acquired by Ask Jeeves for $532.5mn) and Stylus Innovation (acquired by Artisoft for $13mn). After Rubas acquisition by Google he served as a VP and spent [--] years as the Project Leader of"
X Link 2024-09-12T19:56Z 20.5K followers, [----] engagements
"Today T. Rowe Price has over $1tn of assets under management. But [--] years ago right as they were getting off the ground World War II broke out. [--] years ago this past weekend (September 14)just two weeks after Germany kicked off WWII by invading Poland and just two years after Thomas Rowe Price Jr. founded T. Rowe PriceThomas wrote a memo to clients titled This is No Time to be Panicky with advice on how to manage investments through periods of uncertainty. At the time T. Rowe Price was less than two years old and clients would not be unreasonable to want to pull their investments from this"
X Link 2024-09-16T22:47Z 20.5K followers, [----] engagements
""It was important to get the three of us always in one room and just spending the [--] hours just throwing out ideas and somewhat being really respectful of one another." - YouTube Cofounder Steve Chen on the brainstorming sessions that led to YouTube's creation"
X Link 2024-09-19T00:01Z 20.7K followers, [----] engagements
"Travis Kalanick is the Founder of Cloud Kitchens. Before Cloud Kitchens he founded Uber which he grew to a $50bn company. Prior to founding Uber he was the founder of Red Swoosh a peer-to-peer file sharing company that he sold for $19mn. He started Red Swoosh as a revenge business after the previous startup he worked on Scour declared bankruptcy after being sued by the MPAA (Motion Picture Association of America) the RIAA (Recording Industry Association of America) and the NMPA (National Motion Picture Association). He started his career at Scour which he dropped out of college to work on."
X Link 2024-09-20T21:15Z 22.4K followers, [----] engagements
"Barry Diller on what AI means for Hollywood"
X Link 2024-09-25T19:02Z 20.5K followers, [----] engagements
"Steve Cohen is the Founder of Point72 Asset Management which manages $35bn and the owner of the New York Mets. Before starting Point72 he founded SAC Capital which he grew to over $16bn in assets at its peak. Steve started his career as a junior trader in the options-arbitrage department at Gruntal & Co. and was running his own trading group when he left. Jawad Mian is the Founder and Managing Editor at Stray Reflections an independent global macro research and trading advisory with a focus on major investment themes.Recently he was also a Partner at Karavan a venture capital platform in"
X Link 2024-09-26T22:18Z 20.5K followers, [----] engagements
"Multi-decade internal firm histories are my new favorite type of books"
X Link 2024-10-02T19:23Z 20.6K followers, 14.4K engagements
"George Soros on The Case for Philosophy I should like to end with an impassioned plea for reinstating philosophy as the source of all knowledge and wisdom. Obviously I have a passionate interest in the pursuit of truth; I have established it as a fact. Now I want to make a case for it. Philosophy has fallen out of favor. Without the constraints imposed by scientific method the philosophers of the nineteenth century lost contact with the physical world and became immerged in the metaphysics of their own creation. Encouraged by the success of natural science logical positivists launched a"
X Link 2024-10-08T19:03Z 20.5K followers, [----] engagements
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