Bryant Wu

I would shorthand a venture investment as TAM, team, and to a lesser extent timing. It's really about TAM and team

All of these consumer brands end up being about two things, customer acquisition cost and lifetime

Once you clear these five hurdles, however, there is more you can do to improve your probability of success at scale. You can design the right incentives, use marginal thinking to make the most of your resources, and stay lean and effective as you grow. You can make decisions based on the opportunity cost of your time, discover your comparative... See more

You have to continue to be adopting your decision framework. One was whenever I saw a bargain, I should run. It's a sign of no heat. Whenever I did a bargain, I regretted it later. Whenever I was forced to pay up, to date that has been a very good basket of companies

One of my fundamental insights along with Lloyd Frank, who's my co-founder at Zillow, and was at Microsoft, and Expedia, and Zillow with me as well, was that a regular person armed with a connected PC that's plugged into the internet was going to in effect, storm the best deal. Was going to be armed with a weapon to tear down every wall that... See more

First is speed. Second is a two-step process of actually disagree, but commit.