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Investing visuals
Palantir $PLTR vs Snowflake $SNOW: who do you believe will outperform over the next decade? https://t.co/JSdyatQkpt
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Palantir $PLTR vs Snowflake $SNOW: who do you believe will outperform over the next decade? https://t.co/JSdyatQkpt
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Video
App Economy Insights
Here’s a sneak peek at our November 2024 report! 👀 https://t.co/sgOoMMvfkb
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Here’s a sneak peek at our November 2024 report! 👀 https://t.co/sgOoMMvfkb
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Offshore
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Stock Analysis Compilation
Hardman Johnson on Meta $META US
Thesis: Meta's pivot to AI and improved governance sets the stage for sustained growth and enhanced profitability
(Extract from their Q3 letter) https://t.co/4sp50eSVKn
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Hardman Johnson on Meta $META US
Thesis: Meta's pivot to AI and improved governance sets the stage for sustained growth and enhanced profitability
(Extract from their Q3 letter) https://t.co/4sp50eSVKn
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iinvested
3Q'24 Baron FinTech Fund on $TWFG, $PRI
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/bYLJ9dJ6yn
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3Q'24 Baron FinTech Fund on $TWFG, $PRI
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/bYLJ9dJ6yn
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Offshore
Video
Startup Archive
Keith Rabois: “The velocity of your company improves by adding barrels”
Keith shares his “Barrels and Ammunition” framework for building effective teams:
“Most companies—once they get into hiring mode—just hire a lot of people. And you expect that as you add people your throughput and velocity of shipping things is going to increase. But it turns out it doesn’t work that way. Usually when you hire more engineers, you actually don’t get that much more done. You sometimes get less done.”
Keith argues that the reason for this is that most people in a company—even great people—are “ammunition.” But to improve velocity, you need “barrels”. He defines barrels as extremely talented people who can take ideas from inception all the way through to fully shipped product. Most companies start with one barrel (the founder). And when they add another, they can get twice as many things done per week, quarter, etc.
But true barrels are incredibly difficult to find:
“When you have them, give them lots of equity, promote them, take them to dinner every week because they’re virtually irreplaceable. They’re also very culturally specific. A barrel at one company may not be a barrel at another company.”
Video source: @ycombinator (2014)
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Keith Rabois: “The velocity of your company improves by adding barrels”
Keith shares his “Barrels and Ammunition” framework for building effective teams:
“Most companies—once they get into hiring mode—just hire a lot of people. And you expect that as you add people your throughput and velocity of shipping things is going to increase. But it turns out it doesn’t work that way. Usually when you hire more engineers, you actually don’t get that much more done. You sometimes get less done.”
Keith argues that the reason for this is that most people in a company—even great people—are “ammunition.” But to improve velocity, you need “barrels”. He defines barrels as extremely talented people who can take ideas from inception all the way through to fully shipped product. Most companies start with one barrel (the founder). And when they add another, they can get twice as many things done per week, quarter, etc.
But true barrels are incredibly difficult to find:
“When you have them, give them lots of equity, promote them, take them to dinner every week because they’re virtually irreplaceable. They’re also very culturally specific. A barrel at one company may not be a barrel at another company.”
Video source: @ycombinator (2014)
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Offshore
Photo
Stock Analysis Compilation
Artisan on Hubbell $HUBB US
Thesis: Hubbell powers grid modernization with essential components, benefiting from green energy growth and infrastructure investments
(Extract from their Q3 letter) https://t.co/UbkTzfepjA
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Artisan on Hubbell $HUBB US
Thesis: Hubbell powers grid modernization with essential components, benefiting from green energy growth and infrastructure investments
(Extract from their Q3 letter) https://t.co/UbkTzfepjA
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Startup Archive
RT @chrishlad: Focus and speed is all a startup has.
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RT @chrishlad: Focus and speed is all a startup has.
Narrowing The Focus by Frank Slootman https://t.co/kdvHfNujew tweet
Offshore
Video
Startup Archive
RT @aeyakovenko: Fire driven development -> 1 person per fire
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RT @aeyakovenko: Fire driven development -> 1 person per fire
Keith Rabois: “The velocity of your company improves by adding barrels”
Keith shares his “Barrels and Ammunition” framework for building effective teams:
“Most companies—once they get into hiring mode—just hire a lot of people. And you expect that as you add people your throughput and velocity of shipping things is going to increase. But it turns out it doesn’t work that way. Usually when you hire more engineers, you actually don’t get that much more done. You sometimes get less done.”
Keith argues that the reason for this is that most people in a company—even great people—are “ammunition.” But to improve velocity, you need “barrels”. He defines barrels as extremely talented people who can take ideas from inception all the way through to fully shipped product. Most companies start with one barrel (the founder). And when they add another, they can get twice as many things done per week, quarter, etc.
But true barrels are incredibly difficult to find:
“When you have them, give them lots of equity, promote them, take them to dinner every week because they’re virtually irreplaceable. They’re also very culturally specific. A barrel at one company may not be a barrel at another company.”
Video source: @ycombinator (2014) tweet