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RT @buccocapital: (10/10) As a test, I asked a quick follow-up Deep Research question (probably should have been it’s own Deep Research Report) to compare DoorDash and Uber Eats https://t.co/zCUQPdTdBo
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RT @buccocapital: (10/10) As a test, I asked a quick follow-up Deep Research question (probably should have been it’s own Deep Research Report) to compare DoorDash and Uber Eats https://t.co/zCUQPdTdBo
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Hidden Value Gems
Nicolai Tangen: “The most contrarian thing you could do just now in the markets?”
Anthony Bolton: “China”
NT: “and how would you fund it?”
AB: “America”
Truly contrarian indeed!
$BABA https://t.co/Yq0upcqyqV
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Nicolai Tangen: “The most contrarian thing you could do just now in the markets?”
Anthony Bolton: “China”
NT: “and how would you fund it?”
AB: “America”
Truly contrarian indeed!
$BABA https://t.co/Yq0upcqyqV
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RT @DougAntin: @YoungGandalph @buccocapital the added value is that for the cost of $200 a month - you can now do work that would take a low level analyst hours to do in less time. ie: deep research is going to compress the cost and time to produce... deep research
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RT @DougAntin: @YoungGandalph @buccocapital the added value is that for the cost of $200 a month - you can now do work that would take a low level analyst hours to do in less time. ie: deep research is going to compress the cost and time to produce... deep research
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RT @brian_armstrong: Who is building LinkedIn for AI agents?
View credentials/leaderboards of agents tuned for different skills, and assemble your team!
Can spin up new instances of each by dropping some money in their wallet. You're hired.
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RT @brian_armstrong: Who is building LinkedIn for AI agents?
View credentials/leaderboards of agents tuned for different skills, and assemble your team!
Can spin up new instances of each by dropping some money in their wallet. You're hired.
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RT @vvaifudotfun: @brian_armstrong I mean we built something similar! You can see all the capabilities of the AI agents launched through our platform. 😁 https://t.co/oGAZrgrLpS
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RT @vvaifudotfun: @brian_armstrong I mean we built something similar! You can see all the capabilities of the AI agents launched through our platform. 😁 https://t.co/oGAZrgrLpS
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Startup Archive
Elad Gil’s 3 archetypes of hyper-successful founders
Elad Gil has invested in and advised some of the largest companies in the world, including Stripe, Airbnb, Figma, Instacart, and Coinbase.
When asked what made the founders of these companies so successful, Elad replies:
“I think a lot of it is: Do you end up in the right market? Is the market big enough? Is it growing? Is it dynamic in the right way? I think half of it just is that you find the right market…. So you need the right market, but within that, there are tons of people who enter these markets and do horribly. So what’s different?”
He notices that hyper-successful founders tend to fall into three buckets:
“The first one is the polymathic, hyper-intellectual, yet very competitive person. And that’s probably Patrick and John [Collison] from Stripe. That was Larry and Sergey when I worked at Google — they were very polymathic, very deep on everything.”
He continues:
“I think the second one is the super hardcore, extremely focused, really really driven, overdrive founder. That may be Travis [Kalanick] from Uber… And I think there are almost signals of those because a lot of people in our ecosystem now, for example, are doing angel investing or they’re involved with lots of other companies while they’re running their own company. And this second class of founders doesn’t do any of that. They say no to everything, and they’re all-in on one thing.”
Joe Lonsdale adds that this second type reminds him of Peter Thiel or Elon Musk in the early days:
“I feel like Elon used to be more that way because he literally would say no to everything.”
And then the third type of founder is one who is early to a network effects business:
“If you have something that has network effects, you’re going to do well.”
Video source: @AmOptimistShow @JTLonsdale (2024)
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Elad Gil’s 3 archetypes of hyper-successful founders
Elad Gil has invested in and advised some of the largest companies in the world, including Stripe, Airbnb, Figma, Instacart, and Coinbase.
When asked what made the founders of these companies so successful, Elad replies:
“I think a lot of it is: Do you end up in the right market? Is the market big enough? Is it growing? Is it dynamic in the right way? I think half of it just is that you find the right market…. So you need the right market, but within that, there are tons of people who enter these markets and do horribly. So what’s different?”
He notices that hyper-successful founders tend to fall into three buckets:
“The first one is the polymathic, hyper-intellectual, yet very competitive person. And that’s probably Patrick and John [Collison] from Stripe. That was Larry and Sergey when I worked at Google — they were very polymathic, very deep on everything.”
He continues:
“I think the second one is the super hardcore, extremely focused, really really driven, overdrive founder. That may be Travis [Kalanick] from Uber… And I think there are almost signals of those because a lot of people in our ecosystem now, for example, are doing angel investing or they’re involved with lots of other companies while they’re running their own company. And this second class of founders doesn’t do any of that. They say no to everything, and they’re all-in on one thing.”
Joe Lonsdale adds that this second type reminds him of Peter Thiel or Elon Musk in the early days:
“I feel like Elon used to be more that way because he literally would say no to everything.”
And then the third type of founder is one who is early to a network effects business:
“If you have something that has network effects, you’re going to do well.”
Video source: @AmOptimistShow @JTLonsdale (2024)
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Dimitry Nakhla | Babylon Capital®
$NKLA files for bankruptcy 📉
Flashback to the bullish hype a few years ago—speculators bet big, pushing its market cap to $34B saying $NKLA is the “next big thing!”
Don’t chase market hysteria
Stay composed & rationale, always 🧘🏽♂️ https://t.co/Ka7oQbIF65
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$NKLA files for bankruptcy 📉
Flashback to the bullish hype a few years ago—speculators bet big, pushing its market cap to $34B saying $NKLA is the “next big thing!”
Don’t chase market hysteria
Stay composed & rationale, always 🧘🏽♂️ https://t.co/Ka7oQbIF65
BREAKING: Nikola stock, $NKLA, falls -60% in premarket trade after the EV maker files Chapter 11 bankruptcy. https://t.co/wAwL3T5AJY tweet
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Stock Analysis Compilation
Clearbridge Canadian Equity Strategy on Shopify $SHOP US
Thesis: Shopify is demonstrating significant financial improvement and maturity under new management, highlighting robust profitability, enhanced capital allocation, and a strong growth trajectory.
(Extract from their Q4 letter)
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Clearbridge Canadian Equity Strategy on Shopify $SHOP US
Thesis: Shopify is demonstrating significant financial improvement and maturity under new management, highlighting robust profitability, enhanced capital allocation, and a strong growth trajectory.
(Extract from their Q4 letter)
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