Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
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
Your primary objective should thus be to maintain the right filters for people and ideas so that the delicate ecosystem in your head is as resilient and flexible as possible
Graham Duncan Blog • Letter to a Friend Who May Start a New Investment Platform
The primary job of senior management is to create value over the long term.
Dan Callahan • Capital Allocation
“What is the right amount of capital (and the right number of people) to have in this business in order to support the strategy that will create the most wealth?”182 The answer is based on the future and does not rule out reducing net investment when appropriate.
Dan Callahan • Capital Allocation
You can’t charge a premium price for giving people what they expect, and you won’t ever have break-out products that way—the kinds of products that people line up around the block for.
Suzy Wetlaufer • The Perfect Paradox of Star Brands: An Interview with Bernard Arnault of LVMH
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
I think of as each of us having built up an intangible asset over the previous chapters of our lives, a distributed reservoir of credibility that is held in trust by your friends, mentors, and former colleagues. Your task is now to convert that intangible asset into a tangible asset
Graham Duncan Blog • Letter to a Friend Who May Start a New Investment Platform
Once we believe something, the mistakes we make often serve to preserve our view
Michael Mauboussin • Who Is On the Other Side?
As a founder, the most valuable optionality you have is the equity you haven’t sold, and the dilution you haven’t taken. But the second most valuable optionality you can have is a valuation that’s not too high.