Max Beauroyre
@maxbeauroyre
Max Beauroyre
my entire investment thesis is that startups have the opportunity to overtake sclerotic incumbents with vertically integrated offerings that are better, cheaper, faster and higher-margin.
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#1 Old people
America (and the west/developed world more broadly) is becoming the Great National Nursing Home (credit Random Walk). We’re not having an babies/America is getting really old. Basically the only engine of growth in our economy outside of data center construction is elder care. The center cannot hold and something has gotta give. So get... See more
America (and the west/developed world more broadly) is becoming the Great National Nursing Home (credit Random Walk). We’re not having an babies/America is getting really old. Basically the only engine of growth in our economy outside of data center construction is elder care. The center cannot hold and something has gotta give. So get... See more
Profitability isn't unambitious; it's controlling your own destiny. It means you don't have to rely on investors for survival. It means you can focus on your unaltered vision and mission. And it means you as a founder decide the pace of growth. And once you experience it, it's hard to imagine doing things any other way.
Karri Saarinen • The Profitable Startup - Linear Blog
I’m so sick of everyone saying that. That just means it wasn’t personal to you, but it was personal to me. It was personal to a lot of people. What’s so wrong with being personal anyway? Whatever else anything is, it ought to begin by being personal.
Personal Business | Are.na Editorial
In 2016, Trump rose to power due to economic despair in the heartland. This week, Mamdani rose to power due to economic despair in Brooklyn. Is the future of politics just class warfare?
- DR has commoditized “thesis development” and “market research” in VC so larger AUM and more resources no longer an advantage
- Everyone will rely on the same research and converge on the same opportunities (defencetech! agents! )
- To outperform, VCs will make “irrational” decisions based on non-quantifiable “gut-feel” (crypto again?, rocket cargo?
data-driven VC is over
I stayed because i didn't have a clearly formulated hypothesis of where i wanted to go
Cheap, accessible desalination can reduce water scarcity for both upstream and downstream nations without them having to depend on diplomacy or worse.
Aspiration can be good, but an unrealistic Sun is just as bad as an unclear one. Why are we saying that this company is product-led, but Sales effectively determines what gets built next? How is this a “software company” when the CEO only asks for marketing updates? Eventually, the internal dissonance catches up. It’s too obvious and confusing when... See more