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Narrative Distillation - Kwokchain
intellectually honest and economically rational but that alone is not enough there are many companies that do the right thing when their backs are against the wall the anointed few are there because they have chosen to outthink their competition and allocate Capital over many years with discipline to reinforce their firm's competitive
Founders Podcast • #365 Nick Sleep's Letters: The Full Collection of the Nomad Investment Partnership Letters
Our position is different than the one many new companies find themselves in: we are not battling it out in a large, well-defined market with clear incumbents (which is why we can’t get away with “Other group chat products are poisonous. Slack is toasted.”). Despite the fact that there are a handful of direct competitors and a muddled history of su... See more
Stewart Butterfield • We Don’t Sell Saddles Here
There are some phenomenal products in some of the companies that were overfunded and are haunted by past decisions. The valuations at which these companies raised capital set them on the wrong path - a path that fails to attract and reward critical talent, a path that incentivizes excess expenditure for growth at the expense of structuring a busine... See more
Scott Belsky • The Great Sobriety for Venture Investing, Where To Start with AI, & Undeniable Data
