Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
the people around you will either protect or infringe on the climate within your skull.
Graham Duncan Blog • Letter to a Friend Who May Start a New Investment Platform
The frenetic build-up of bubbles and their violent collapse provides some of the purest examples of the mimetic process—they crystallize fear, hope, hype, overconfidence, or under-confidence
Byrne Hobart • Manias and Mimesis: Applying René Girard’s Mimetic Theory to Financial Bubbles
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
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.
Alex Danco • Debt is Coming
If you can't measure the value of the work done by individual employees, you can get close. You can measure the value of the work done by small groups.
Paul Graham • How to Make Wealth
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
Every bubble begins with something real, which inspires entirely too much fakery