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Startup Archive
Netflix founder Reed Hastings: “Elon Musk is the bravest, most creative person on the planet.”
Reed is asked for his perspective on Elon’s acquisition of Twitter, to which he responds:
“I’m excited. Elon Musk is the bravest, most creative person on the planet. What he’s done in multiple areas is phenomenal.”
Reed says he might have take a different approach, but he emphasizes that Elon could’ve just used the $44 billion to buy a yacht:
“His style is different. Like, I’m trying to be a really steady, respectable leader, and he just doesn’t care… But he could have built a mile-long yacht for $44 billion, but it’s not good for the planet. He’s not interested… I’m 100% convinced that he is trying to help the world in all of his endeavors. And he’s trying to help the world [with X] because he believes in free speech and its power for democracy.”
He continues:
“Again, it’s not how I would do it, but I’m deeply respectful. And I’m amazed that people are so nitpicky on him. Yeah sure, the blue checkmark - he’s making a mess of some things or not. But give the guy a break. He just spent all this money to try to make it much better for democracy and society to have a more open platform, and I am sympathetic to that agenda.”
Video source: @nytimesevents (2022)
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Netflix founder Reed Hastings: “Elon Musk is the bravest, most creative person on the planet.”
Reed is asked for his perspective on Elon’s acquisition of Twitter, to which he responds:
“I’m excited. Elon Musk is the bravest, most creative person on the planet. What he’s done in multiple areas is phenomenal.”
Reed says he might have take a different approach, but he emphasizes that Elon could’ve just used the $44 billion to buy a yacht:
“His style is different. Like, I’m trying to be a really steady, respectable leader, and he just doesn’t care… But he could have built a mile-long yacht for $44 billion, but it’s not good for the planet. He’s not interested… I’m 100% convinced that he is trying to help the world in all of his endeavors. And he’s trying to help the world [with X] because he believes in free speech and its power for democracy.”
He continues:
“Again, it’s not how I would do it, but I’m deeply respectful. And I’m amazed that people are so nitpicky on him. Yeah sure, the blue checkmark - he’s making a mess of some things or not. But give the guy a break. He just spent all this money to try to make it much better for democracy and society to have a more open platform, and I am sympathetic to that agenda.”
Video source: @nytimesevents (2022)
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Librarian Capital
RT @carlquintanilla: “.. some of his most influential advisers are suggesting he will yet again seek to claim victory before all the votes are counted, a move that ushered in his efforts to deny his defeat four years ago ..”
@nytimes
https://t.co/vpg5eih04h https://t.co/LUbwmuyHoY
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RT @carlquintanilla: “.. some of his most influential advisers are suggesting he will yet again seek to claim victory before all the votes are counted, a move that ushered in his efforts to deny his defeat four years ago ..”
@nytimes
https://t.co/vpg5eih04h https://t.co/LUbwmuyHoY
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Offshore
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Stock Analysis Compilation
Nightview Capital on Airbnb $ABNB US
Thesis: Airbnb’s leadership in decentralized travel and strong growth prospects in both home-sharing and experiences make it a highly attractive long-term investment.
(Extract from their Q3 letter) https://t.co/KzLykyC9s2
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Nightview Capital on Airbnb $ABNB US
Thesis: Airbnb’s leadership in decentralized travel and strong growth prospects in both home-sharing and experiences make it a highly attractive long-term investment.
(Extract from their Q3 letter) https://t.co/KzLykyC9s2
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Offshore
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App Economy Insights
📊 This Week in Visuals: $AAPL $AMZN $META $LLY $V $MA $ABBV $AMD $MCD $UBER $CMCSA $PFE $BKNG $INTC $PYPL $CMG $CDNS $MRK $COIN $TEAM $EA $KHC $RBLX $HOOD $SNAP $RDDT $SOFI $TWLO $ROKU $PAYC $ETSY $PTON $TDOC
Get up to speed with the latest earnings👇
https://t.co/3HJFT4Ek0k https://t.co/ZIpaHcvwYe
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📊 This Week in Visuals: $AAPL $AMZN $META $LLY $V $MA $ABBV $AMD $MCD $UBER $CMCSA $PFE $BKNG $INTC $PYPL $CMG $CDNS $MRK $COIN $TEAM $EA $KHC $RBLX $HOOD $SNAP $RDDT $SOFI $TWLO $ROKU $PAYC $ETSY $PTON $TDOC
Get up to speed with the latest earnings👇
https://t.co/3HJFT4Ek0k https://t.co/ZIpaHcvwYe
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App Economy Insights
What are you watching this week?
• Monday: $PLTR, $HIMS, $DOCN, $MAR.
• Tuesday: $CPNG, $RACE, $QSR, $YUM.
• Wednesday: $ARM, $DUOL, $HUBS, $MELI, $MTCH, $NVO, $QCOM, $TTWO.
• Thursday: $ABNB, $AFRM, $ANET, $DDOG, $DKNG, $EXPE, $FTNT, $HSY, $NET, $PINS, $SQ, $TTD, $WBD.
All visualized in our PRO coverage next Saturday.
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What are you watching this week?
• Monday: $PLTR, $HIMS, $DOCN, $MAR.
• Tuesday: $CPNG, $RACE, $QSR, $YUM.
• Wednesday: $ARM, $DUOL, $HUBS, $MELI, $MTCH, $NVO, $QCOM, $TTWO.
• Thursday: $ABNB, $AFRM, $ANET, $DDOG, $DKNG, $EXPE, $FTNT, $HSY, $NET, $PINS, $SQ, $TTD, $WBD.
All visualized in our PRO coverage next Saturday.
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Offshore
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App Economy Insights
$BRK Berkshire Hathaway Q3 FY24.
• No buybacks. 👀
• $AAPL stake cut by ~25%.
• Cash and short-term securities $325B. https://t.co/Utu6U9cR9x
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$BRK Berkshire Hathaway Q3 FY24.
• No buybacks. 👀
• $AAPL stake cut by ~25%.
• Cash and short-term securities $325B. https://t.co/Utu6U9cR9x
tweet
Offshore
Video
Startup Archive
Paul Graham on why starting with a “small, intense fire" is the key to startup growth
“You’ve got to find people who want what you’re making A LOT. And that's necessarily going to be a small number at first. But that's ok. That’s how these giant things get started… You don’t have to do any better than Apple and Facebook.”
Apple started by selling just 500 Apple I computers. Today it’s the largest company in the world.
"You have to know who those first users are and how you're going to get them. Then you're going to sit down and just have a party with those first few users and focus entirely on them and making them super super happy."
He gives another example of a startup in a Y Combinator batch with a beta group of just one user: Sam Altman.
This startup was building a new mobile email client and their goal was to just make Sam happy. Sam uses email a lot on the go and knows all of the other email client options, so he is sufficiently demanding.
If they can build a product that makes Sam happy, odds are it will make lots of other people happy too.
"One of the things we tell startups in these extreme cases where they can make just one user happy is to act like a consultant. Act like Sam has hired you to make an email app just for him. All you have to do is make Sam happy--it can say 'Sam Altman' at the top of the screen. That's ok! Just so long as Sam would feel bummed if you stopped working on it. That's the test."
Video source: @twistartups @Jason (2014)
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Paul Graham on why starting with a “small, intense fire" is the key to startup growth
“You’ve got to find people who want what you’re making A LOT. And that's necessarily going to be a small number at first. But that's ok. That’s how these giant things get started… You don’t have to do any better than Apple and Facebook.”
Apple started by selling just 500 Apple I computers. Today it’s the largest company in the world.
"You have to know who those first users are and how you're going to get them. Then you're going to sit down and just have a party with those first few users and focus entirely on them and making them super super happy."
He gives another example of a startup in a Y Combinator batch with a beta group of just one user: Sam Altman.
This startup was building a new mobile email client and their goal was to just make Sam happy. Sam uses email a lot on the go and knows all of the other email client options, so he is sufficiently demanding.
If they can build a product that makes Sam happy, odds are it will make lots of other people happy too.
"One of the things we tell startups in these extreme cases where they can make just one user happy is to act like a consultant. Act like Sam has hired you to make an email app just for him. All you have to do is make Sam happy--it can say 'Sam Altman' at the top of the screen. That's ok! Just so long as Sam would feel bummed if you stopped working on it. That's the test."
Video source: @twistartups @Jason (2014)
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Stock Analysis Compilation
Clearbridge on Lineage $LINE US
Thesis: Lineage’s strategic position in temperature-controlled warehousing and consistent growth make it a valuable partner for the global frozen food supply chain.
(Extract from their Q3 letter) https://t.co/Wbfme7htvJ
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Clearbridge on Lineage $LINE US
Thesis: Lineage’s strategic position in temperature-controlled warehousing and consistent growth make it a valuable partner for the global frozen food supply chain.
(Extract from their Q3 letter) https://t.co/Wbfme7htvJ
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