chris muscarella @cm
Instigator. Africa / USA. Partner @timoncap Iron Man @thefieldcompany christmasgorilla.com Brooklyn, NY Joined December 2006-
Tweets9K
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Following5K
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Likes34K
Human ingenuity (canals / steampower) has the ability to reshape the world as we know it for better (and worse). When people go doomer about climate (and everything), maybe they just need more helpful understandings of the past.
Human ingenuity (canals / steampower) has the ability to reshape the world as we know it for better (and worse). When people go doomer about climate (and everything), maybe they just need more helpful understandings of the past.
And a hilarious case study: x.com/matthew_kupfer…
Emily doesn't like to have her sources blown. I don't mind so much when it's talented friends.
Emily doesn't like to have her sources blown. I don't mind so much when it's talented friends.
This deserves serious inquiry, support, and distribution. Mindrot doesn't happen in a vacuum.
This deserves serious inquiry, support, and distribution. Mindrot doesn't happen in a vacuum.
Sadly comical that the only paper cheques I write anymore are to various government entities because their websites are so broken.
It's been 20 years since Johnny Cash died. If you've never read Bob Dylan's eulogy for him, you should.
Pettis is one of the very best follows to get a deeper understanding of what’s actually happening in China.
Pettis is one of the very best follows to get a deeper understanding of what’s actually happening in China.
I felt that I was touching no more than the sealed envelope of a person who inwardly reached to infinity
I'm not ready for this yet—and imagining how fast this can all compound
I'm not ready for this yet—and imagining how fast this can all compound
People sometimes talk about "feeling seen" as if it were definitely good. The Odyssey is, among 10,000 other things, a poem about the joys of being in hiding, or being in disguise, or being unseen, unrecognized, hidden, or being somebody else.
When a poem is really finished, you can't change anything. You can't move words around. You can't say, 'In other words, you mean.' No, that's not it. There are no other words in which you mean it. This is it. —W. S. Merwin
The fun part: "While generative AI has been capturing substantial attention in the last few months, the same underlying model architectures (large transformer-based foundation models) have unlocked enormous capabilities in robotics"
US Army Corps of Engineers study and proposals on protecting NYC and New York Harbor from flooding and climate change: nan.usace.army.mil/Missions/Civil…
Osaretin Victor Asemo.. @asemota
326K Followers 9K Following 🏴☠️| 🇬🇭 | 🇹🇬 | 🏴 | 🛸| Laborare Est Orare | Culinary Luminary l Meatpie Bandit | To book a chat - https://t.co/3udlRTS2qt
OK Then @Kdenkss
25K Followers 3K Following I tweet about Africa and Asia. Occasionally make YouTube videos when I feel like it. Youtube 👉 https://t.co/10EqY8Uv1n
Wiza Jalakasi @wizaj
34K Followers 3K Following 🇲🇼 Africa fintech, travel, love, culture, life / 🎮 Gamer / Merchant Payments Executive / Events @twifintech / DMs closed, email me → 📩 [email protected]
Andy Weissman @aweissman
43K Followers 2K Following USV | real names be proof | maybe so and maybe not
Garry Tan @garrytan
434K Followers 4K Following President & CEO @ycombinator —Founder @Initialized—PM/designer/engineer who helps founders—YouTuber—San Francisco Democrat accelerating the boom loop—e/acc
scott belsky @scottbelsky
130K Followers 2K Following helping the creative world make ideas happen. founder @behance, strategy/product/design @adobe, author, angel in startups the world needs. product obsessive.
Emeka Ajene ✍🏽 @eajene
6K Followers 801 Following Insights on business, tech, & leadership in Africa • Africa Tech expert • Get smarter about tech in Africa → https://t.co/8vi6JpoBJk • Follow @AfridigestHQ
STONΞ @StoneAtwine
27K Followers 5K Following co-founder @eversendapp 🔺 (cross-border payments, virtual cards, business banking, payments APIs, stablecoins on/off ramp)
Bijan Sabet @bijan
87K Followers 679 Following Personal account // U.S. Ambassador to the Czech Republic // co-founder & partner emeritus @sparkcapital (for official information follow @USEmbassyPrague)
Albert Wenger 🌎�.. @albertwenger
69K Followers 4K Following VC at https://t.co/PK5K4ZzdrG. Blog at https://t.co/AeG4JkFOme. Book at https://t.co/qQB0u6B0oY. Hearts == stars, follows != endorsements.
-valar morghulis- @eldivyn
39K Followers 7K Following CEO @assetbaseHQ, @risevest (TS S20). Team Lead @chakastocks Co-Founded @buycoins (YC S18). Committed to creating financial solutions for the African continent.
Moses Kagan @moseskagan
142K Followers 4K Following Owns $200MM of apartment buildings (w investors). Manages 1,000 apartments. Co-founder: @reconvenela & @reseedpartners. Join my mailing list here ⬇️
JasonNjoku @JasonNjoku
144K Followers 1K Following Husband, father of 3, modern day capitalist Ironman 70.3 triathlete. Impose ta chance, serre ton bonheur et va vers ton risque. A te regarder, ils s’habitueront
sam lessin 🏴☠.. @lessin
50K Followers 459 Following Intern @theinformation. GP @slow. Fmr VP Product Facebook. co-founder dropio and fin. https://t.co/N6JqjBvF1o
anthony @fascinated
11K Followers 7K Following making it possible to find new things at @ourzora my internet gardens: @token__chat @future_tape @hypem sweetness in clumsy efforts pfp: @srtatrigo
Abubakar @IAtalkspace
10K Followers 5K Following Tech Journalist @TheInformation. Knight-Bagehot Fellow @Columbia. Ex: @TheMessenger, @TechCabal, @RestofWorld @StearsInsights, @qz. [email protected].
Mwango Capital @MwangoCapital
118K Followers 989 Following |❤️Financial Research & Analysis on East Africa Markets| |🗞️Newsletter: https://t.co/vXkqHKrslm| |💬WhatsApp: https://t.co/aiPsJmwtqB…|
Idris Ayodeji Bello @idrisayobello
17K Followers 7K Following Afropreneur passionate about driving positive change in Africa through entrepreneurship and innovation! @SingularityU Fellow. Kauffman Fellow VC @LoftyincVC
Kushla Nath (Modi Ka .. @KushlaNath
28 Followers 210 Following सक्रिय कार्यकर्ता भारतीय जनता पार्टी उत्तराखंड
Tesla X Project @TeslaXpR_oJect
123 Followers 3K Following my conscious thoughts with the world, live life tothe fullest, keep things simple, truthful & filter the noise. Iam a long term X Invest with Crypto Here
4o9u4gjqxwx9yl @kzvh5px0a
13 Followers 761 Following We first transfer USDT to you TRC20, you return 90% to BEP20, you get 10% , 2K per day Our co hv a large amt of USDT need to from TRC20 convert to BEP20 network
あなたはどこに.. @JWqlN2By8VKWq
34 Followers 388 Following
Andrea Zilli @andreazilli
282 Followers 5K Following
FIRE SAFETY ASPIRANTS @AspirantsFire
506 Followers 2K Following
ィんgふでびあ @1HNgOzl9d18lA3
38 Followers 248 Following
Donnnnaaa @fuutu_ree_
60 Followers 527 Following
djmk 568 @568Djmk22583
0 Followers 6 Following
Samir @samiribrahim
5K Followers 59 Following CEO & Co-Founder @SunCultureKenya, climate-tech for emerging markets. @Forbes #30Under30, @YPO, @Endeavor_Global, @unreasonable.
David De los Reyes @reyesdav10
73 Followers 390 Following Been working in the startup world since I graduated. Helping startups with lead gen, sales, talent, & fundraising. Also, working on my startup at the moment
Allen Nelson @AllenNelso39041
28 Followers 720 Following The link on my profile will take you to a lucrative platform where you can earn daily. This is the best project I ever came across in my entire life. Wow!
elon reeve musk @elon__musk234
132 Followers 3K Following Founder, CEO, and chief engineer of SpaceX CEO and product architect of Tesla🚘, Inc.
ESTHER KARIUKI @esykaris
65 Followers 1K Following
Fernandez Jacqui @FernandezJ25223
49 Followers 882 Following The link on my profile will take you to a lucrative platform where you can earn daily. This is the best project I ever came across in my entire life. Wow!
bamkeroo @bamkeroo
3 Followers 37 Following
Carlos Raymond @CarlosRaym68051
59 Followers 994 Following The link on my profile will take you to a lucrative platform where you can earn money daily. This is the best project I ever came across in my entire life. Wow!
Dambel Kujabi @DambelK75429
46 Followers 633 Following
Rahul baghela @Rahulbaghe7308
15 Followers 470 Following
Rosbifes Falantes �.. @_RosbifesTalk_
112 Followers 1K Following Health • Gym • Investments • libertarian • Cosmology • Technology • Gynocentrism • Travels • Talk • Ontlogy • Switzerland • Brazil • #Bitcoin B • Redpill 💊
Appu Yadav @appu_yadav46151
1 Followers 42 Following
Mosmi Rajput @MosmiRajpu98586
6 Followers 218 Following ग्राम हरभानपुर पोस्ट निजामपुर तहसील तिलहर जिला शाहजहांपुर पिन कोड 242307
Food_from _lahore @food_fromLahore
650 Followers 2K Following Aspiring Baker 👩🍳 Fresh homemade cuisines & cake's Orders to be placed 2/3 days in advance Delivery/takeaway https://t.co/T2d46oicYn 32foodfromlahore 📍LAHORE
Web @WebBarr
4K Followers 2K Following @hibarrmedia Founder/CEO. I consume a lot of media. Our debut podcast, 'You Had To Be There' is LIVE on all podcast apps.
bbdbemj1zwyq @emj1zw933557ug
20 Followers 1K Following Awesome, you can earn 500-5000 usdt every day here, join now telegram:https://t.co/QTxMUQSakP
Jhantu Das @JhantuDas331775
0 Followers 102 Following I am Jhantu Das, from Assam. I have Graduated in Assam University Silchar. My Hobbies Teaching, Singing, Poem Writing.
Sam Mendoτa @salmondota
230 Followers 2K Following “Psyop until proven otherwise" -Bret Weinstein “I am not brave. You’re just a pussy.” -Naomi Wolf
Balıkesirli masör h.. @hakan_akis36645
444 Followers 2K Following slm Balıkesir de özel masörüm bay bayan ayrımı yapmadan hizmet veriyorum 177 66 40 purafil hepinizin saygıyla selamlıyorum
Akil Ahmad journalist @AkilJournalist
1K Followers 4K Following
jevgenijs Kazanins @jevgenijjs
132 Followers 4K Following I write about publicly traded fintech companies at https://t.co/m51plasvt6.sometimes I write about banks too.And visa.Not financial advice
UMI @kturik38
0 Followers 5 Following
लोकजीवन.. @newsupd52776385
137 Followers 605 Following *प्रति ध्वनि The voice of india.प्रति ध्वनि The voice of india. यूनिवर्सल मीडिया ग्रुप*
Nadayar @nadayar
11K Followers 3K Following Co-Founder @ouredenlife. Previous: Co-Founder @Andela ✤ The meaning of life is to find your gift; the purpose is to give it away. ✤
Maisie Meadows Design.. @_Maisiemeadows_
209 Followers 2K Following Welcome to Maisie Meadows – your go-to destination for enchanting, handcrafted resin earrings that capture the whimsy of nature's beauty.
Machha Srinivas kurum.. @MKuruma93273
39 Followers 271 Following
Srukanta Nath @srikanta8415
0 Followers 52 Following এখন কারো প্রিয় মানুষ !হতে! গেলে ...(_) !সুন্দর চেহারা লাগে!!- !!
minal hasan @minal_hasan
39K Followers 10K Following founder, cyphr vc. 240M+ prev invested in startups. i heart governance and regulated markets. generalist.
Diony @Diony11250481
82 Followers 396 Following
TURAKA SUJATHA @sujatha_turaka
8 Followers 92 Following
अनिल कु�.. @Anilkum90721184
4 Followers 166 Following Anil Kumar Acharya District Bureau kasganj Mob0-8006310954
Alex Aitoro @AitoroAlex
9 Followers 51 Following
Luna @Luna52316320
324 Followers 827 Following
Paul Graham @paulg
1.9M Followers 772 Following
Osaretin Victor Asemo.. @asemota
326K Followers 9K Following 🏴☠️| 🇬🇭 | 🇹🇬 | 🏴 | 🛸| Laborare Est Orare | Culinary Luminary l Meatpie Bandit | To book a chat - https://t.co/3udlRTS2qt
Dare Obasanjo🐀 @Carnage4Life
149K Followers 1K Following Opinions about product management, technology news and inclusivity in tech. Diversity is about demographics, inclusion is about creating a sense of belonging.
Aaron Levie @levie
2.5M Followers 630 Following Lead Magician (and CEO) at Box (@box); Huge ABBA fan. I don't fully endorse anything I say below. Go ☁
OK Then @Kdenkss
25K Followers 3K Following I tweet about Africa and Asia. Occasionally make YouTube videos when I feel like it. Youtube 👉 https://t.co/10EqY8Uv1n
tage @ulonnaya
25K Followers 983 Following africa @techcrunch; hmu 📩. formerly @techpointafrica. @chelseafc & @warriors fiend.
Wiza Jalakasi @wizaj
34K Followers 3K Following 🇲🇼 Africa fintech, travel, love, culture, life / 🎮 Gamer / Merchant Payments Executive / Events @twifintech / DMs closed, email me → 📩 [email protected]
Andy Weissman @aweissman
43K Followers 2K Following USV | real names be proof | maybe so and maybe not
Garry Tan @garrytan
434K Followers 4K Following President & CEO @ycombinator —Founder @Initialized—PM/designer/engineer who helps founders—YouTuber—San Francisco Democrat accelerating the boom loop—e/acc
Dr. Julie Gurner @drgurner
123K Followers 7K Following Executive Performance Coach. Doc of Psych. Compared to Wendy Rhoades of Billions via WSJ. "Crown Yourself." Newsletter: https://t.co/EH1oxypq9r Inquiries: ⬇
scott belsky @scottbelsky
130K Followers 2K Following helping the creative world make ideas happen. founder @behance, strategy/product/design @adobe, author, angel in startups the world needs. product obsessive.
Austen Allred @Austen
331K Followers 768 Following Co-founder & CEO @bloomtech: the school that invests in you. Will tweet as I wish and suffer the consequences.
Michael Girdley @girdley
214K Followers 2K Following CEO of an 11-business, 600-person holding company. Fireworks, software, +9 more. Writing about holding co's, starting businesses, life, and leading.
Dr Ola Brown @NaijaFlyingDr
242K Followers 449 Following Founder: @HealthCapAfrica | Featured: CNN, CNBC, Arise | Bridging the gap between healthcare and finance
Emeka Ajene ✍🏽 @eajene
6K Followers 801 Following Insights on business, tech, & leadership in Africa • Africa Tech expert • Get smarter about tech in Africa → https://t.co/8vi6JpoBJk • Follow @AfridigestHQ
STONΞ @StoneAtwine
27K Followers 5K Following co-founder @eversendapp 🔺 (cross-border payments, virtual cards, business banking, payments APIs, stablecoins on/off ramp)
Harry Stebbings @HarryStebbings
218K Followers 339 Following 🎤 @twentyminutevc, 🏦 @20vcfund @20SALES_vc, 😇 @PachamaInc @linear @theydohq @tripledotgames @merge_api @nexhealthhq @linktree_ @sorare @getcaptionsapp
Bijan Sabet @bijan
87K Followers 679 Following Personal account // U.S. Ambassador to the Czech Republic // co-founder & partner emeritus @sparkcapital (for official information follow @USEmbassyPrague)
Albert Wenger 🌎�.. @albertwenger
69K Followers 4K Following VC at https://t.co/PK5K4ZzdrG. Blog at https://t.co/AeG4JkFOme. Book at https://t.co/qQB0u6B0oY. Hearts == stars, follows != endorsements.
Ziad Daoud @ZiadMDaoud
33K Followers 797 Following Chief Emerging Markets Economist at Bloomberg. Tweet mostly about economics and the Middle East. PhD @LSEEcon. Views are mine. الأحد بالعربي
Regan Bozman @reganbozman
12K Followers 1K Following 💰 @lattice_fund 🕛 @dovemetrics @CoinList @AngelList
Teddy Feldmann @teddyfeld
3K Followers 1K Following It's time to MINE. Critical mineral extraction in America 🇺🇸
Alex Clemmer 🔥🔥.. @hausdorff_space
4K Followers 1K Following Brexit, Britney Spears, and Buffalo Wild Wings. if there aint no ring on my finger you aint goin on my gram wasq'u descendent.
Dwarkesh Patel @dwarkesh_sp
55K Followers 700 Following Being pretrained Host of Dwarkesh Podcast https://t.co/3SXlu7fy6N https://t.co/rEhnfYywXY https://t.co/hQfIWdM1Un
Jhourney @jhanatech
3K Followers 281 Following Data-driven education for blissful meditation. Check out our upcoming meditation retreats -- IRL and Online, accessible globally
Robby Greenfield 🤙.. @RobTG4
3K Followers 224 Following Crypto Since 2011, Founder @UmojaLabs, Ex @GoldmanSachs, @Amazon, & @Cisco, Fmr. Head of Impact @ConsenSys, Tokenomic Designer | Raised $6M+
Andrew Côté @Andercot
64K Followers 1K Following engineering physicist, founder Hyperstition Inc, scout @a16z, runs @TheAISalonSF, deep-tech, physics, energy and sci-fi 🇨🇦
Ali Al-Salim @alialsalim
25K Followers 481 Following Gulf-based investor, sharing Middle East economic and investment tidbits. Passionate about architecture, lengthy discussions and the great outdoors.
Eric Steinberger @EricSteinb
7K Followers 478 Following Writing code that writes code on a mission to build safe superintelligence | CEO/cofounder @magicailabs
Dan Hockenmaier @danhockenmaier
10K Followers 581 Following Growth, marketplaces, trying to separate signal from noise. Chief Strategy Officer @faire_wholesale. Partner @reforge.
Jamie Lane @Jamie_Lane
8K Followers 2K Following Chief Economist, SVP Analytics @AirDNA | Tracking performance and explaining trends in short-term rentals | Ex-@CBREHotels
Lina Colucci, PhD @lina_colucci
6K Followers 1K Following Co-Founder @toinfinityai (YC W24). Try it here: https://t.co/U3BKdJLVqN. 2x Founder. Alum: @MIT @Harvard @DukeU 🇧🇷→🇨🇦→🇺🇸
Physical Intelligence @physical_int
4K Followers 8 Following Physical Intelligence (Pi), bringing AI into the physical world.
Adnan Esmail @adnan_esm
365 Followers 312 Following Co-Founder @physical_int | SVP Engineering @anduriltech, Former Hardware Technologies @Tesla
Hamilton @Watchman_motto
9K Followers 697 Following 🌲🐸Amerikaner. Traditionalist. Patriarch. Father of 3. Gloucestershire Old Spot pig, and Shetland sheep breeder. General Contractor. Pine Tree Enthusiast.
christine røde @chrstnerode
7K Followers 1K Following design @browsercompany, easily excitable puppy @life. formerly @whatsapp @deliveroo et al
Financial Crimes Enfo.. @FinCENnews
921 Followers 91 Following Official X account of the Financial Crimes Enforcement Network, a @USTreasury bureau. Learn more at https://t.co/opewTr2N5f
Conrad Barwa @ConradkBarwa
12K Followers 5K Following Development economist obsessed with politics, films and bad television. Left-liberal, secular. He/him.
Lauren Balik @laurenbalik
11K Followers 1K Following Data Wrangler. Investor. Bearish on most things. Human capital, infrastructure, SaaS. Writing things here: https://t.co/9Edqal5SsL
Mustafa Suleyman @mustafasuleyman
131K Followers 536 Following CEO, Microsoft AI | Author: The Coming Wave | Past: Co-founder, @InflectionAI & @GoogleDeepMind
SciFi VC @SciFiVC
1K Followers 13 Following SciFi VC invests in early stage companies whose defensibility is derived from hard technical feats, network effects, and complex highly regulated industries.
Culture Critic @Culture_Crit
1.3M Followers 998 Following Tradition is not the worship of ashes, but the preservation of fire.
Richard Hanania @RichardHanania
98K Followers 222 Following President, @CSPICenterOrg. Former @UTAustin, @ColumbiaSIPA. Post pictures from books. Subscribe at https://t.co/32YL6Mtg2D
Evan Armstrong 📧 @itsurboyevan
8K Followers 2K Following Lead writer at @every. Hunting for rebels with @indievc. Follow for research on AI, finance, and how startups win.
Patrick Hansen @paddi_hansen
56K Followers 960 Following Crypto, Policy & Europe | Senior Director, EU Strategy & Policy @circle | All views are my own
Andrew Herr @AndrewHerrBio
3K Followers 827 Following CEO @FountBio. Ran human performance efforts for the US military.
Jay Bhattacharya @DrJBhattacharya
502K Followers 6K Following Professor Stanford School of Medicine. MD, PhD. Health policy: infectious diseases, covid, health economics. Scientific freedom.
Raaid @raaidahmad
683 Followers 353 Following Company builder and investor. Filling my life w/ science, art, music, nature, love, and friends.
Don Ford - The People.. @DonEford
13K Followers 2K Following You shouldn't follow me unless you want a front row seat to the end of the world as we try to stop it. Tips accepted but not required https://t.co/oqE6f6pI8H
Arc Institute @arcinstitute
22K Followers 24 Following A new scientific institution for curiosity-driven biomedical science and technology.
Eric Nguyen @exnx
2K Followers 326 Following PhD in BioEngineering & AI @stanford @HazyResearch @StanfordAILab @arcinstitute
Tristan Semmelhack @4TristanS
1K Followers 316 Following co-founder & cto of Reflect Orbital. on leave from Stanford. https://t.co/0hPrDbC9mb
Ben Nowack @bennbuilds
5K Followers 183 Following We sell sunlight after dark. https://t.co/BAN6JRW1KK
Milind Sanghavi @Milind_Sanghavi
199 Followers 450 Following Payments geek in Asia #meta #paypal #ezetap #visa #ocbc
Ben Brown @b6nbrown
3K Followers 852 Following Payments / fintech nerd, @FlagshipAP partner, fintech angel investor, @UofMaryland graduate
Flagship Advisory Par.. @FlagshipAP
325 Followers 61 Following Boutique strategy consultancy and M&A advisory firm focused exclusively on payments and fintech.
Richard Behiel @RBehiel
8K Followers 161 Following Superconductor Metrology Engineer. Math & Physics YouTuber. All tweets are my own, not representing any organization or advertiser.
my quick thoughts on the walmart primary care stuff 1) it's virtually impossible to make primary care economics work unless it's a loss-leader to other services or takes risk. Maybe one of the reasons CVS pushes forward while all the others push back is because of the attached…
im surprised how few VCs seem to be aware of the “took an operationally intensive business and made it high margin and scaleable with llms” plays afaict they’re the largest category of llm uses that make money or have any traction
THE PE OPTION Private company growth CEOs: if you're at ~$100M ARR and growing ~20% YoY, going public might not be an option. I'd suggest strongly considering the option of partnering with a PE firm such as Thoma Bravo, Vista, etc (they will clean up your cap table and take a…
How does any president have the ability to spend a trillion dollars on anything without congressional action?
🚨Holy Moly🚨 We're on course to spend $𝟎.𝟗 𝐭𝐨 $𝟏.𝟒 𝐭𝐫𝐢𝐥𝐥𝐢𝐨𝐧 on debt cancellation. That's more than we spent ALL higher education spending before 2020, and as much as we are on course to appropriate for TOTAL education over the next decade. crfb.org/blogs/total-co…
The Naira tanking back down to the 1,400s to $1 demonstrates what some of us have been saying. Seeking a falsely “strong” currency when the fundamentals are out of whack is shadow chasing. The focus should be on the STABILITY of the exchange rate, not a populist exchange rate
Too much blame from local VCs placed on the flood of capital from the valley for our current conviction dead zone. We all enjoyed the overly-optimistic wave of interest, markups, and signal it brought. It was drunken proximity to (tech) power. Time to ask the hard questions.
Hospital systems have justified horizontal mergers for years claiming that larger scale will lower costs and raise quality. We now have the 3rd study showing that merged systems, even if in different markets, materially raise prices & don't improve quality measures. via @statnews
Turned 33 this month. My goal for the year is to get a private pilot’s license. Took my first class today!
'General Catalyst closing on ~$6b tech fund, will use the new money to invest across various sectors including defence, space, climate, fintech & healthcare in the US, Europe & India.' The line b/w large #VC & midmarket buyout gets more blurry by each fundraising announcement.
It’s that time of year! Alphonso mangoes are in season. Customs restrictions, transport costs, & short shelf life make them tough to get in the US. Call your Indian store to see if they can get you some. They sell out within hours of arriving from the plane, are worth it!
One of the worst kinds of businesses is one that sells something to a price sensitive consumer. My nightmare business is a software company that creates software for school teachers to help them manage their class schedule. Why? Because the ultimate customer is a teacher.…
A Dubai firm agreed to lend South Sudan $13 billion -- almost double the country's GDP -- in exchange for 20 years of discounted oil. trib.al/88A9EAA
I'm stepping down as co-CEO of Atlassian after an incredible 23 years. I'm so grateful to everyone along this journey. atlassian.com/blog/announcem…
This is insane! Visa just brought in $4.3 billion in free cash flow on $8.8 billion in revenue implying a 49% FCF margin 😳 To put this into perspective: - Money-making machine Apple's FCF margin is currently around 31% - Oil giant Saudi Aramco's FCF margin for the full year…
1/ Why is TSMC’s attempt to build a semiconductor factory in Arizona falling further and further behind? “TSMC’s debacle in the American desert” from Rest of the World offers clues: restofworld.org/2024/tsmc-ariz…
The biggest winners of this cycle will be apps that vertically integrate and build on-chain biz models As web3 infra becomes increasingly commoditized, distribution is THE thing that matters 1/ Here is how consumer apps are quietly eating infrastructure
Token incentives as the primary go-to-market mechanism make otherwise very capital intensive business models viable because they shift a large part of the capex/opex burden over to the user. Take a look at DePIN networks which, in a traditional sense (look at web2 analogs) are…
Jamie Dimon on the effects of a rising interest rate environment: "When you analyze a stock, you look at many factors: earnings, cash flow, competition, margins, scenarios, consumer preferences, new technologies and so on. But the math above is immovable and affects all."
this got 350+ replies, so I took the best answers and turned it into an essay: "Parents" shaanpuri.com/parents
what's the simplest thing you've done for your parents that made their life better?
Babe, wake up, new Maboussin paper just dropped. morganstanley.com/im/publication…
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