Business Building
sari and
Business Building
Jeff Bezos Shareholder Letters | Founders Podcast with David Senra #282 • Podcast Notes
podcastnotes.org
Or take HEY. HEY has tens of thousands of paying customers. For us that's a win. For Google/Gmail it would be a huge failure. They need a whole lot more to make something worth it. We need a whole lot less to make it a spectacular success. HEY has tens of thousands of users. Gmail has a billion. So are we "losing" to Gmail? Or are HEY and Gmail... See more
You only compete with one thing
90% of Claude’s code is now written by AI, and this has completely transformed how they build products. The bottlenecks have shifted from engineering (writing code) to decision-making (what to build) and merge queues (getting code into production). This is happening faster than anyone expected—Mike thinks most companies will reach this point within
... See more
Birkenstock IPO’d today at a ~$8B valuation.
Its CEO Oliver Reichert did a massive turnaround in the past decade: sales 5x’d from $125m in 2012 to $1.3B in 2022.
The wildest part: he has zero background in footwear or fashion.
Prior to taking over the top job... See more
One of the biggest reasons it gets harder to do new things as you get older is that new things are generally undignified at first (indeed, this is an excellent heuristic for discovering them) and the older you get, the more dignified you're expected to be.
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