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 rea
Michael Dempsey • Narratives & Pseudosecrets
Behavioral inefficiencies may be at once the most persistent source of opportunity and the most difficult to capture
Michael Mauboussin • Who Is On the Other Side?
narratives and
M&A is by far the largest source of redistribution of corporate resources among the capital allocation alternatives. M&A deals in 2021 totaled nearly $2.6 trillion, or 13.5 percent of sales. The chart shows that M&A tends to be cyclical. Early movers tend to do better than companies that buy later in the cycle.
Dan Callahan • Capital Allocation
Startups offer anyone a way to be in a situation with measurement and leverage.
Paul Graham • How to Make Wealth
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
In the very early-stages of a company, especially during a fundraise, narratives rule everything and pseudosecrets are the dominant way to build a narrative.
Michael Dempsey • Narratives & Pseudosecrets
That's the real point of startups. Ideally, you are getting together with a group of other people who also want to work a lot harder, and get paid a lot more, than they would in a big company.