ɹǝʞɹɐd ʍǝɹpuɐ
@andrewparker
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'Seeing ourselves clearly is the project of a lifetime.' -The Nix 🌳 Investing in the things that make life worth living @SperoVentures 🌳 andrewparker.eth
Waialua, HI
Joined October 2006
📯Today's the start of the 3 year stock picking game. Here is everyone's entries. The market opens in 5 minutes. Good luck to all!.
docs.google.com
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RT @mattcynamon: Really early in my career, the CFO of our company @johnzdanowski took me and all the other super ambitious 20-somethings i….
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My most crazy conspiracy theory that I actually believe is:. "I'm not interested in having kids" for X many reasons is mostly attributable to globally successful foreign government psyops. Like global karmic revenge for Ehrlich's misinfo.
Fertility rate discourse is revealing that many people here have very limited historical imaginations. Our children’s future prospects aren’t more “uncertain” now than, say, the early 19th century when a new child born in America was 60-80X more likely to die by age 5 than one.
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On a meta level, moving the future of web services to a marginal cost usage model (marking up tokens) will be a mistake. Users don't want the cognitive load whether every action is "worth it". Companies don't want the margins of a "cost + x%" model.
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I am incredulous at the streaming chaos you have to navigate to watch this show. This thread is hard to believe. Sounds like the only real way to watch this is to sail the high seas 🏴☠️.
If you like John Le Carré or are in the mood for a good thriller, the 2018 BBC "The Little Drummer Girl" is a rare series that's so gorgeously framed, art-directed and shot, I was sorry to be watching it on streaming and not on a big screen. Director Park Chan-wook. 1/
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I'm surprised Coca-Cola doesn't do more to promote the fact that they are a really great ultra running fuel choice. ⛽ ✨.
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RT @brettberson: Carta saved 3,500+ hours a month with internally built AI agents. Not by automating busywork, but by scaling complex judg….
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I am long BTC and am an absolute bear on this trend of public companies loading up treasury BTC. The incriminating failure of imagination to find any better use of capital in building a company is pathetic. People have been fired for far less.
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This is 25% of average global daily volume, with just 1 seller. I'd read the hell out of a post describing the practicalities of executing this trade.
Holy. Shit. A Bitcoin whale just sold 80,000 $BTC for ~$9.5 Billion. Bought in 2011 for $54k. h/t: @kkashi_yt
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RT @PrefectIO: Switch from @astronomerio to Prefect, on our dime. Managed-Airflow contract tying your hands? We'll match what's left so yo….
prefect.io
Switch from Astronomer. Prefect will credit up to 100% of your remaining contract.
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I only issue 1.5 page term sheets. It's required to be competitive. But I much prefer receiving 12+ page term sheets that exhaustively describe all terms. Gets all the fighting out of the way upfront, when the Company still has the leverage of (ideally) multiple offers.
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The "traded" nomenclature is odd. Athletes sell their exclusive right to work for X years in exchange for guaranteed payments. Teams trade those rights. No tech employee does this. Closest proximate is large signing bonus with waning repayment. But it's still not exclusive.
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This is really worth a close read. Great examples of:.- no one is ever indispensable (and the corruption when you think otherwise).- decentralized vs centralized big co org structures .- brand identity in multi-product companies.- costs of coordination.
Mark Zuckerberg on spinning off Instagram, Facebook's strategy tax, antitrust regulation, brand erosion, and network collapse. May 3, 2018
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One of these six is going to go on to a >$1B exit selling the actual business. It's Schmuck's Law.
Welcome Windsurf to this list of totally serious independent companies
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The windsurf/Google thing is likely more elegant than other recent Founder >$1B acquihire deals. Structured as a non-exclusive license creates less burden/shadow over windsurf. It's smart. If Goog owned 49% of windsurf, they could never do major deals with any Goog competitor.
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Also, from the VC side, there's two buckets of losers. 1) Those that never got in the top of the funnel (assuming their model matches the deal), and 2) those that couldn't schedule in time. Everyone else is more or less doing their jobs.
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This is what a well run, successfully Series A process looks like. It's hard to internalize just how much rejection is required, and how much of that rejection is silent, not explicit.
Sankey diagram of the real life process to get 6 term sheets in a Series A. For a hot company. This is why process driven fundraising is important. If you want a term sheet, aim for 50 first meetings. That might mean starting with 100 investors. Sometimes this is easier. Will
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I think it's probably LA, but I hate that this rewards the sprawl.
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If you care about:.A) living in a major city.B) growing your own food and eating locally sourced. Where do you live?.
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I had the most fun on bird app in the Jack i -> Ev ii combined section. Most serendipity. We were all figuring out conventions together. I'd wager that Dick oversaw the largest increase in valuation (on gross basis. on % basis it might be Ev i & ii).
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How would you rank Twitter CEOs? Here's the chronology:. Ev i ('04-'06 -- the Odeo days).Jack i ('06-'08).Ev ii ('08-'10).Dick ('10-'15).Jack ii ('15-'21).Parag ('21-'22).Elon ('22-'23).Linda ('23-'25).
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