Matt Lederman @MattLederman2
Winnipeg, Manitoba Joined June 2020-
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How to select valuation method by @BojanRadojici10
Scott Caan is Casey Affleck’s Matt Damon.
@pw_mcgovern @BoweryCapital 1️⃣ Industry REALLY Matters Offline > Online Look for mom-and-pops facing generational changes ☁ And Inflection points in legacy industries moving the cloud 2 They Really Like: 🚚 Transport & Logistics ✈ Travel & Hospitality
“The hard truth is that figuring out the right GTM approach is often as much an exploration as finding product-market fit, because how the market buys is much more likely dictated by the market than the company.” a16z.com/2023/01/11/mar… #tech via @a16z
Monumental
“An entrepreneur pitching electricity in 1920 would have figured out that the key value proposition was not “saving fuel costs” but rather “enabling vastly more productive factory design.” The same pattern is what we expect to see with AI.”
Predicting TripActions will move right (I love it currently as a point solution).
Predicting TripActions will move right (I love it currently as a point solution).
3. The Story Part Valuations work with narratives. The huge discrepancies between valuations of the same company come down to the narrative. Is Tesla a car company? A battery company? Both? Whatever narrative you choose, the numbers will be dramatically different.
“[Dot com] bubble companies that were trying to create software (as opposed to pet food shops) just didn’t have enough time for their software to get good.” joelonsoftware.com/2001/07/21/goo…
/4 “When you swing, no matter how well you connect with the ball, the most runs you can get is four. In business, every once in a while, when you step up to the plate, you can score 1,000 runs. …”
Wayne Gretzky once destroyed Pele, Bjorn Borg and Sugar Ray Leonard in a race. And I mean destroyed
What current companies are successfully switching customers over, despite enormous cost and risk of switch? What major infra change is the catalyst driving new value? How long until they will be ready to switch again?
What current companies are successfully switching customers over, despite enormous cost and risk of switch? What major infra change is the catalyst driving new value? How long until they will be ready to switch again?
“Companies with low capital needs and the ability to raise prices were actually best positioned to resist inflations corrosive effects.”
Capital allocation is one of management's prime tasks. Today we are publishing our most comprehensive research ever on capital allocation: "Capital Allocation: Results, Analysis, and Assessment." morganstanley.com/im/publication…
1/ Today, @a16z Growth launched our Guide to Growth Metrics for B2B companies! @sarahdingwang @aleximm @morrisseyjoe a16z.com/growth/guide-g… Why?
🔑
“Wherever information is exchanged – wherever there are products, companies, careers, politics, knowledge, education, and culture – you will find that the best story wins.” collabfund.com/blog/think/
“Think of our Industry Cloud as essentially taking the Customer 360 clouds — and building industry-specific processes and workflows that work right out of the box.” accelerationeconomy.com/cloud/1-salesf…
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