Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
There is a large random factor in the success of any company. So the guys you end up reading about in the papers are the ones who are very smart, totally dedicated, and win the lottery.
Paul Graham • How to Make Wealth
Curation is a form of positional scarcity that we get whenever there’s an abundance of choice of something, and the average consumer needs help finding what they’d specifically like
Alex Danco • Positional Scarcity
Every great burst of creativity or action is inseminated with the wiles of boredom
Mark Manson • How to Improve Your Focus and Concentration
The rule in this case is that macro forecasts rarely lead to exceptional performance. For me, the exceptionalness of the success stories proves the general truth of that assertion.
Howard Marks • Attention Required! | Cloudflare
markets—these sublime machines that synthesize beliefs and aggregate them into prices—instantiate a secularized version of the sacred
Byrne Hobart • Manias and Mimesis: Applying René Girard’s Mimetic Theory to Financial Bubbles
The primary job of senior management is to create value over the long term.
Dan Callahan • Capital Allocation
Money is not wealth. It's just something we use to move wealth around.
Paul Graham • How to Make Wealth
Behavioral inefficiencies may be at once the most persistent source of opportunity and the most difficult to capture
Michael Mauboussin • Who Is On the Other Side?
as the bubble grows, it becomes an increasingly pure bet on a revolution