Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
If you can find the thing you do for its own sake, the compulsive piece of your process, and dial that up and up, beyond the imaginary ceiling for that activity you may be creating, my experience is the world comes to you for that thing and you massively outperform the others who don’t actually like hitting that particular ball.
Graham Duncan Blog • Letter to a Friend Who May Start a New Investment Platform
Why do we treat the Royal Family with such reverence? Because ceremony demands it. Sometimes status is a closed circle, and if you trace it you end up where you started. The very act of walking in that circle, though, closes it. The Royal Family has whatever power the people grant them.
Eugene Wei • Smoke and Mirrors — Remains of the Day
Who wants transparency when you can have magic. Who wants prose when you can have poetry?
Eugene Wei • Smoke and Mirrors — Remains of the Day
Once we believe something, the mistakes we make often serve to preserve our view
Michael Mauboussin • Who Is On the Other Side?
For the “I don’t know” school, on the other hand, the word – especially when dealing with the macro-future – is “guarded.” Its adherents generally believe you can’t know the future; you don’t have to know the future; and the proper goal is to do the best possible job of investing in the absence of that knowledge.
Howard Marks • Attention Required! | Cloudflare
M&A is by far the largest source of redistribution of corporate resources among the capital allocation alternatives. M&A deals in 2021 totaled nearly $2.6 trillion, or 13.5 percent of sales. The chart shows that M&A tends to be cyclical. Early movers tend to do better than companies that buy later in the cycle.
Dan Callahan • Capital Allocation
The job of being a curator becomes more important as abundance and variety increase
Alex Danco • Positional Scarcity
you demonstrated excellent curation ability, and that’s a high-status thing to have