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Dispatches from the Group Chats vol. 1

Erik Torenberg eriktorenberg.substack.com

The hidden cost of AI: Trading long-term resilience for short-term efficiency

Eric Markowitz bigthink.com

CAC (customer acquisition cost)

Tallis Gomes • Nada Easy: O passo a passo de como combinei gestão, inovação e criatividade para levar minha empresa a 35 países em 4 anos (Portuguese Edition)

At the end of the quarter, a lone HR person ran around like a Jack Russell, nipping at managers’ heels to get updated numbers before the board meeting.

John Doerr • Measure What Matters: How Google, Bono, and the Gates Foundation Rock the World with OKRs

An Interview with Venture Capitalist Bill Gurley, MBA ’93

Fred Vogelstein medium.com

T

Terri Burns

@tcburning

4th Quarter Commentary January 2024

A perspective on historical economic eras and the implications for current market risks and investment strategies, with a focus on factors such as global trade, labor arbitrage, and the rise of China.

horizonkinetics.com

(Ep.63) The Acquirers Podcast: Andrew Wilkinson – Berkshire.com, How Tiny Is Building The Berkshire Of The Internet

acquirersmultiple.com