Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
As the bubble grows in scope, the contradiction becomes more visible, leading to a third common characteristic of bubbles: the bifurcation of viewpoints into totally-
positive or totally-negative
Byrne Hobart • Manias and Mimesis: Applying René Girard’s Mimetic Theory to Financial Bubbles
“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
The bottom line for me is that forecasts can’t be right often enough to be worthwhile.
Howard Marks • Attention Required! | Cloudflare
the second goal of the Attention Diet is to find highly nutritious sources of information and relationships and then build our lives around them
Mark Manson • How to Improve Your Focus and Concentration
When the dominant medium of an age shifts, the nature of power shifts with it.
Eugene Wei • Smoke and Mirrors — Remains of the Day
Execution at each core inflection point of a business enables continual narrative growth, and pseudosecret belief vs. erosion and doubt because in the end, narratives and pseudosecrets only accrue value to their relevant companies if they eventually become truths.
Michael Dempsey • Narratives & Pseudosecrets
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 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.