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Startup Archive
RT @steipete: 💯
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RT @steipete: 💯
Shopify CEO Tobi Lutke: It’s impossible to make great products if you don’t give a sh*t
“Every product in the world, at the end of the day, is simply a reflection of how much the people who created it gave a sh*t… It is not possible to make great products if the people who work on it do not give a sh*t about the product.”
Tobi continues:
“I actually think this is a very important role for product leaders: To make sure that the team gives a sh*it… The product leader has to give a sh*t. Do not engage in work on a product that you don’t care about.”
Tobi believes anyone who wants to build great products has two roles:
1. “You have to understand the thing that’s being done better than everyone else.”
2. “You’ve got to be exothermically infectious with actually caring about this thing because just that one thing alone will make a 10x better product. It’s crazy how much of a change this makes.”
Video source: @lennysan (2025) tweet
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Startup Archive
RT @saismo: “Every product in the world, at the end of the day, is simply a reflection of how much the people who created it gave a sh*t… It is not possible to make great products if the people who work on it do not give a sh*t about the product.” 👏👏👏 @tobi
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RT @saismo: “Every product in the world, at the end of the day, is simply a reflection of how much the people who created it gave a sh*t… It is not possible to make great products if the people who work on it do not give a sh*t about the product.” 👏👏👏 @tobi
Shopify CEO Tobi Lutke: It’s impossible to make great products if you don’t give a sh*t
“Every product in the world, at the end of the day, is simply a reflection of how much the people who created it gave a sh*t… It is not possible to make great products if the people who work on it do not give a sh*t about the product.”
Tobi continues:
“I actually think this is a very important role for product leaders: To make sure that the team gives a sh*it… The product leader has to give a sh*t. Do not engage in work on a product that you don’t care about.”
Tobi believes anyone who wants to build great products has two roles:
1. “You have to understand the thing that’s being done better than everyone else.”
2. “You’ve got to be exothermically infectious with actually caring about this thing because just that one thing alone will make a 10x better product. It’s crazy how much of a change this makes.”
Video source: @lennysan (2025) tweet
Offshore
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Startup Archive
RT @peer_rich: “giving a shit”-gang
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RT @peer_rich: “giving a shit”-gang
Shopify CEO Tobi Lutke: It’s impossible to make great products if you don’t give a sh*t
“Every product in the world, at the end of the day, is simply a reflection of how much the people who created it gave a sh*t… It is not possible to make great products if the people who work on it do not give a sh*t about the product.”
Tobi continues:
“I actually think this is a very important role for product leaders: To make sure that the team gives a sh*it… The product leader has to give a sh*t. Do not engage in work on a product that you don’t care about.”
Tobi believes anyone who wants to build great products has two roles:
1. “You have to understand the thing that’s being done better than everyone else.”
2. “You’ve got to be exothermically infectious with actually caring about this thing because just that one thing alone will make a 10x better product. It’s crazy how much of a change this makes.”
Video source: @lennysan (2025) tweet
Offshore
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Startup Archive
RT @ArthurMacwaters: Giving a shit is cool.
Being obsessed is cool.
It’s the only way to make great things.
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RT @ArthurMacwaters: Giving a shit is cool.
Being obsessed is cool.
It’s the only way to make great things.
Shopify CEO Tobi Lutke: It’s impossible to make great products if you don’t give a sh*t
“Every product in the world, at the end of the day, is simply a reflection of how much the people who created it gave a sh*t… It is not possible to make great products if the people who work on it do not give a sh*t about the product.”
Tobi continues:
“I actually think this is a very important role for product leaders: To make sure that the team gives a sh*it… The product leader has to give a sh*t. Do not engage in work on a product that you don’t care about.”
Tobi believes anyone who wants to build great products has two roles:
1. “You have to understand the thing that’s being done better than everyone else.”
2. “You’ve got to be exothermically infectious with actually caring about this thing because just that one thing alone will make a 10x better product. It’s crazy how much of a change this makes.”
Video source: @lennysan (2025) tweet
Offshore
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Stock Analysis Compilation
Maran Capital on CTT (Correios de Portugal) $CTT PL
Thesis: CTT is a rapidly transforming privatized postal operator in Portugal with strong growth in its express and parcels business, strategic acquisitions, and significant future upside potential.
(Extract from their Q4 letter)
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Maran Capital on CTT (Correios de Portugal) $CTT PL
Thesis: CTT is a rapidly transforming privatized postal operator in Portugal with strong growth in its express and parcels business, strategic acquisitions, and significant future upside potential.
(Extract from their Q4 letter)
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Offshore
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App Economy Insights
$GOOG is going all-in on AI.
💰 $75B Capex for 2025 (+43% Y/Y).
AI models are becoming commodities.
But Google's moat might be elsewhere.
Let’s break it down.
https://t.co/ES15mFHwhh
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$GOOG is going all-in on AI.
💰 $75B Capex for 2025 (+43% Y/Y).
AI models are becoming commodities.
But Google's moat might be elsewhere.
Let’s break it down.
https://t.co/ES15mFHwhh
tweet
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InsideArbitrage
Turn/River Capital To Take SolarWinds $SWI Private for $4.4 Billion -
▫️SolarWinds will be acquired by Turn/River Capital in an all-cash transaction for $18.50 per share, representing a premium of 23.09% from the stock’s last close.
▫️The deal is expected to close in the second quarter of 2025.
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Turn/River Capital To Take SolarWinds $SWI Private for $4.4 Billion -
▫️SolarWinds will be acquired by Turn/River Capital in an all-cash transaction for $18.50 per share, representing a premium of 23.09% from the stock’s last close.
▫️The deal is expected to close in the second quarter of 2025.
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Quiver Quantitative
Wow.
Back in November, we reported extensively on a suspicious purchase of Viasat stock by a member of Congress.
$VSAT is now up 53% since our reports.
It's up another 11% today after releasing earnings.
Look at this: https://t.co/WtWIuBTSOr
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Wow.
Back in November, we reported extensively on a suspicious purchase of Viasat stock by a member of Congress.
$VSAT is now up 53% since our reports.
It's up another 11% today after releasing earnings.
Look at this: https://t.co/WtWIuBTSOr
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Quiver Quantitative
We recently released a dashboard that tracks government payments to publicly traded companies.
You can now get alerts on large payments through our app.
https://t.co/056O12gsUA
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We recently released a dashboard that tracks government payments to publicly traded companies.
You can now get alerts on large payments through our app.
https://t.co/056O12gsUA
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Offshore
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Startup Archive
Peter Thiel on the biggest lesson he learned in 10+ years of venture capital
Thiel explains how his biggest miss as a VC (not doing Facebook’s full Series B) led to a key insight:
“Once something works, people often underestimate it. And when things aren’t working, they underestimate how much trouble they’re in.”
When he backtested Founders Fund’s portfolio, he found that every time a company had a big up-round led by a smart investor, it was always a good idea to do your pro rata. And it was almost always a bad idea in a down- or flat-round.
In fact, the steeper the up-round, the cheaper it was.
His biggest miss of the last decade was not doing the full Series B at Facebook. It was a 12x up-round in eight months.
“It was the steepest up-round in that amount of time in any company we’ve been involved in. And in retrospect, that was perhaps also the cheapest… And I think one of the reasons it was so underpriced was that… even the people on the inside often underestimate how much things have changed… You have these subtle but very important points where somehow the leverage and dynamics shift very powerfully and they tend to get very underestimated.”
Video source: @twistartups @jason (2015)
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Peter Thiel on the biggest lesson he learned in 10+ years of venture capital
Thiel explains how his biggest miss as a VC (not doing Facebook’s full Series B) led to a key insight:
“Once something works, people often underestimate it. And when things aren’t working, they underestimate how much trouble they’re in.”
When he backtested Founders Fund’s portfolio, he found that every time a company had a big up-round led by a smart investor, it was always a good idea to do your pro rata. And it was almost always a bad idea in a down- or flat-round.
In fact, the steeper the up-round, the cheaper it was.
His biggest miss of the last decade was not doing the full Series B at Facebook. It was a 12x up-round in eight months.
“It was the steepest up-round in that amount of time in any company we’ve been involved in. And in retrospect, that was perhaps also the cheapest… And I think one of the reasons it was so underpriced was that… even the people on the inside often underestimate how much things have changed… You have these subtle but very important points where somehow the leverage and dynamics shift very powerfully and they tend to get very underestimated.”
Video source: @twistartups @jason (2015)
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Investing visuals
Amazon $AMZN had a decent quarter but a relatively weak guide. Here's a full breakdown of $AMZN after its Q4 2024 results👇 https://t.co/KoTjKjVTtJ
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Amazon $AMZN had a decent quarter but a relatively weak guide. Here's a full breakdown of $AMZN after its Q4 2024 results👇 https://t.co/KoTjKjVTtJ
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