Varshaa Pallaath @_varshaa

Product Marketer Amsterdam, The Netherlands Joined March 2014

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Leaked Google document: “We Have No Moat, And Neither Does OpenAI” The most interesting thing I've read recently about LLMs - a purportedly leaked document from a researcher at Google talking about the huge strategic impact open source models are having simonwillison.net/2023/May/4/no-…

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Jamin Ball @jaminball

3 years ago

In early / mid 2012 Salesforce was growing ~35% with ~20% FCF margins. What revenue multiple would it get today? At the time it traded ~7x NTM revenue. Atlassian is the closest comp today (growing rev 36% w/27% FCF margin), and trading at ~19x NTM rev.

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@jason @Jason

4 years ago

Best business/tech books written by decade: 70s: 80s: 90s: 2000s+:

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Alex Johnson @AlexH_Johnson

4 years ago

And if you are curious about this growing category of credit builder products, here’s a primer I wrote on it a while back. newsletter.fintechtakes.com/p/credit-invis…

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Shreyas Doshi @shreyas

4 years ago

If you lead teams that are directly involved in conceiving, building & launching products (i.e. product mgmt, engineering, design, user research, data science, product ops, product mktg, ...), this thread is for you. Top 5 must-read books for product leaders:

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Justin Kan @justinkan

4 years ago

You are sabotaging your own personal and professional growth if you're not finding time to read. These are the books that changed my life, and what I learned from them:

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Rebecca Kaden @rebeccakaden

4 years ago

Cost of acquisition is one of the most common questions asked in a raise & most consistent metric tracked in a co to understand the health of a business. Ive had a lot of convos recently about how to track it & I like this method of breaking out "ongoing" & "experimental." (1/)

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Trung Phan @TrungTPhan

5 years ago

1/ There's a communications technique called "Public Narrative". Created by a Harvard prof, it has influenced leading politicians (Obama) and business people (Bezos). Once you learn it, you see it everywhere...like in Vlad Tenev's GameStop speech. Let me explain 🧵

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Trung Phan @TrungTPhan

5 years ago

1/ Clubhouse is being powered by a company called Agora ( $API). Founded in 2012, Agora aims to be the API standard for "real-time voice and video" like Stripe is for "payments" or Twilio is for "SMS". $API is already valued @ $9B+ but has some interesting opportunities 🧵

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Rousseau Kazi @rousseaukazi

5 years ago

To newly minted Product Managers: Several years ago, I left school early to accept a job as a PM. I barely knew what the job entailed, failed a bunch, & learned a ton. With that, I tend to get a constant stream of new PMs reach out for advice. Here's what I tell them —

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Harry Stebbings @HarryStebbings

5 years ago

Quite embarrassed to say I have done very little public markets investing over the last few years. Plan to change that in 2021. What is the new stack today? From research and content to platform itself. What are the suggestions?

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Paul Graham @paulg

5 years ago

It's not just airlines that compete with airlines. Software does too. This is important to remember when fighting climate change. The best solution may not be a cleaner version of some polluting technology, but something much further afield.

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Hiten Shah @hnshah

5 years ago

This is a never ending thread of the very best online content and resources for early stage startups. Relevant for both self-funded/bootstrapped and venture backed pre-seed/seed stage companies.

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Lenny Rachitsky @lennysan

5 years ago

Growth stories in one image – Airbnb, Thumbtack, Booking

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Kyle Tibbitts @KyleTibbitts

5 years ago

Goldilocks principle of career growth: Too junior: all execution/no strategy Too senior: all strategy/no execution Just right: both strategy+execution Progress to the point where you build a strategy muscle, but not to the point where your execution muscle atrophies to nothing.

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Scott Gorlick @sgorlick

5 years ago

In 2 years, Uber went from being in just a few cities to more than 100. How did Uber grow so quickly? We recruited hundreds of thousands of drivers. I get asked a lot about how we did it, so here are some lessons that might be helpful to other startups 👇👇👇

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George Mack @george__mack

5 years ago

"How to Operate" is one of my favorite lectures Keith Rabois (@rabois) breaks down OPERATIONAL EXCELLENCE The principles are taken from the experience helping build Square, LinkedIn and PayPal They are timeless Here are 6 mental models from the talk THREAD...

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Dan Rose @DanRose999

5 years ago

In 2004 I got the opportunity to work with Jeff Bezos to develop the original Kindle. It was Amazon’s first foray into hardware and I learned a ton from my interactions with Jeff. Here’s some of the stories and lessons that I took away from that experience: