Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
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
The exceptional (sometimes criticized) margins at Louis Vuitton did not arise from excessively high prices, but from the removal of all costs and damages due to intermediaries. Louis Vuitton’s competitiveness
was therefore structural”
Punch Card Investor • LVMH and the Luxury Strategy
Healthie | HIPAA Compliant EHR and Engagement Software
gethealthie.com
Debt can also scare off growth equity funds, who don’t like not being the most senior money in the pref stack.
Alex Danco • Debt is Coming
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
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
The bottom line for me is that forecasts can’t be right often enough to be worthwhile.
Howard Marks • Attention Required! | Cloudflare
The last round is not the permanent price, and being private does not mean you get a free pass on scrutiny.