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Keith Rabois on what Peter Thiel taught him about promoting people
“So I actually learned from Peter Thiel back at PayPal that you only really want to promote someone when there’s a significant delta between that person’s performance and the next best person. The bigger the delta, the easier it is to promote somebody. Otherwise you’re better off leaving things flat until the gap is just unmistakable.”
The key benefit is a flatter organization with less bureaucracy. But Keith also argues that layering talented direct reports under an executive is a bad for morale:
“You’re going to demoralize them, and you’re never going to see how much upside they really have. As long as you think someone has unbounded upside, I’d be very leery of suppressing their potential.”
Video source: @imchrisvasquez (2024)
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Keith Rabois on what Peter Thiel taught him about promoting people
“So I actually learned from Peter Thiel back at PayPal that you only really want to promote someone when there’s a significant delta between that person’s performance and the next best person. The bigger the delta, the easier it is to promote somebody. Otherwise you’re better off leaving things flat until the gap is just unmistakable.”
The key benefit is a flatter organization with less bureaucracy. But Keith also argues that layering talented direct reports under an executive is a bad for morale:
“You’re going to demoralize them, and you’re never going to see how much upside they really have. As long as you think someone has unbounded upside, I’d be very leery of suppressing their potential.”
Video source: @imchrisvasquez (2024)
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Clark Square Capital
Looks like an awesome gig
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Looks like an awesome gig
Alta Fox is hiring for a full-time junior research analyst in our Connecticut office. This is a great role for individuals with a passion for the public markets that have 1-4 years of work experience coming from investment banking, sell-side equity research, or asset management. More information here: https://t.co/Vjgkt3QrxP tweet
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Dimitry Nakhla | Babylon Capital®
$NFLX continues to demonstrate one of the most attractive traits in investing:
Steady, global, subscription-driven revenue growth across nearly every geography with a long runway ahead 📺
$NFLX benefits from a diversified regional base where growth is being driven by a combination of price increases, improving monetization (ads + paid sharing), & ongoing international penetration
The regional data highlights that $NFLX compounding is not only intact—but broadening (EMEA & APAC specifically)—supporting the thesis that $NFLX continues to evolve into a structurally advantaged global entertainment platform with strong pricing power over time
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$NFLX continues to demonstrate one of the most attractive traits in investing:
Steady, global, subscription-driven revenue growth across nearly every geography with a long runway ahead 📺
$NFLX benefits from a diversified regional base where growth is being driven by a combination of price increases, improving monetization (ads + paid sharing), & ongoing international penetration
The regional data highlights that $NFLX compounding is not only intact—but broadening (EMEA & APAC specifically)—supporting the thesis that $NFLX continues to evolve into a structurally advantaged global entertainment platform with strong pricing power over time
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Quiver Quantitative
BREAKING: Representative Ritchie Torres has introduced a bill that would ban politicians from trading on prediction markets when they have access to non-public info.
No market up yet on Polymarket for politicians to bet on whether it will pass. https://t.co/l8UKTCVpIO
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BREAKING: Representative Ritchie Torres has introduced a bill that would ban politicians from trading on prediction markets when they have access to non-public info.
No market up yet on Polymarket for politicians to bet on whether it will pass. https://t.co/l8UKTCVpIO
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Fiscal.ai
Netflix's valuation has dropped by 40% in 6 months.
EV/EBIT: 30.35x
$NFLX https://t.co/wuxRbrvliO
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Netflix's valuation has dropped by 40% in 6 months.
EV/EBIT: 30.35x
$NFLX https://t.co/wuxRbrvliO
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The Few Bets That Matter
$BABA was indeed forgotten.
Today's move could have been anticipated, but it's done now, so what's the next step 👀?
👇
https://t.co/STKIP9jIKO https://t.co/6DTPX358YF
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$BABA was indeed forgotten.
Today's move could have been anticipated, but it's done now, so what's the next step 👀?
👇
https://t.co/STKIP9jIKO https://t.co/6DTPX358YF
$BABA's been forgotten around here.
#1 AI/cloud in China
#1 e-commerce platform
~15% YoY growth & accelerating
Valuation is dirt cheap
Don't miss the breakout when it happens. https://t.co/uzRBE1zi7F tweet
Clark Square Capital
Let's help Goose out by retweeting
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Let's help Goose out by retweeting
Hey @rauchg I flew all the way to SF for the World's Shortest Hackathon back in January last year. I have won 5+ hackathons when I was in school, won the Anthropic Developer challenge and have launched two startups with Next.js as part of my stack (https://t.co/JpwrqvXyMN and https://t.co/Y7XOl8UbGv) that both have real users, one of which is profitable. I spend almost every day trying to get better and learn something new.
I'm applying for the CI/CD SWE role at Vercel and would love if you would give me a chance to interview. I'm from a small town of 1,200 people and have fought tooth and nail to learn the things needed to get to where I am today. I know that I'd be able to provide a ton of value to Vercel but just need the chance to prove it.
Not sure if you'll see this but hey, screw it :) tweet
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Goose 🪿 (@goosecaps) on X
Hey @rauchg I flew all the way to SF for the World's Shortest Hackathon back in January last year. I have won 5+ hackathons when I was in school, won the Anthropic Developer challenge and have launched two startups with Next.js as part of my stack (https…