Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
Pseudosecrets allow people to:
- Feel like they know a secret about your company (Even better if you can make an investor think they figured this out themselves vs. being told).
- Be able to combat doubters in a way that feels intellectually dominant and non-obvious.
- Paint a narrative that makes the upside future that you believe in feel closer to a
Michael Dempsey • Narratives & Pseudosecrets
People on the outside sometimes wonder why businesses with so few traditional assets seem to require so much financing. Well, they are accumulating assets: users are the new assets, and their use is what you’re out to monetize.Whatever your business model is, acquiring users is the new building factories.
Alex Danco • Debt is Coming
Capital allocation is ultimately about assessing opportunities and executing on the ones that are attractive. As such, it requires a willingness to be a buyer or a seller given the circumstances.
Dan Callahan • Capital Allocation
I think the single biggest problem afflicting large companies is the difficulty of assigning a value to each person's work.
Paul Graham • How to Make Wealth
It’s hard to factor in a large number of considerations and especially to understand how a large number of things will interact (correlation is always the real stumper).
Howard Marks • Attention Required! | Cloudflare
Every bubble begins with something real, which inspires entirely too much fakery
Byrne Hobart • Manias and Mimesis: Applying René Girard’s Mimetic Theory to Financial Bubbles
Loose capital allows the less qualified to participate in each market.
Bill Gurley • On the Road to Recap: | Above the Crowd
Debt can also scare off growth equity funds, who don’t like not being the most senior money in the pref stack.