Sublime
An inspiration engine for ideas
Communication
dylary duff • 9 cards
Faber Takedown of CoreWeave $CRWV Clip
Paraphrased: "How does this business model make any sense? Their capex spend and associated depreciation are unfathomably high - and to be the client favorite, they must buy the latest, greatest, and most expensive Nvidia $NVDA chips at every update (many of which are annually). Oh... See more
Consensus Mediax.comTest collection
Alex Dobrenko • 1 card
Read
strawberry • 6 cards
TBR
Ada Manisdottir • 1 card
Metrics Are Poisoning You
This isn’t just about bad ideas, poor execution and apathy — it’s about the broader culture we’ve created around innovation. It’s become too hard to stop, reflect, interrogate and interject with fresh ideas, while KPIs run the show.
We’re not solving real problems; we’re searching for validation .
As marketer and author Rory... See more
This isn’t just about bad ideas, poor execution and apathy — it’s about the broader culture we’ve created around innovation. It’s become too hard to stop, reflect, interrogate and interject with fresh ideas, while KPIs run the show.
We’re not solving real problems; we’re searching for validation .
As marketer and author Rory... See more
Matt Klein • Self-Sabotaging Innovation: The Art of Doing Dumb Shit
DCFs as taught are one of the greatest destroyers of capital in modern finance. They are almost completely useless. A DCF can be considered. You should understand how it feeds into a stock price. Multiples work too, but depends which one, for which company, and what type of industry.
Valuation is an art. There is no... See more
SuspendedCapx.com
I asked 11 developers and found that 8 were struggling with data consistency issues.
The number one culprit was Dual Writes.
Dual Writes happen when you have to update two different systems.
For example,
✅ Updating a... See more