Timour Kosters
@timourkosters
Investor & builder working in blockchain and ml. Tweeting: @timourxyz
linktr.eeTimour Kosters
SHEIN’s explosion is nothing short of remarkable: SHEIN has grown over 100% every year for eight straight years (!), and its latest private market valuation makes it worth more than Zara and H&M combined.
Rex Woodbury • The TikTokization of Everything
Many founders might be tempted to cast a wider net and get more users onto the product — but Ofstad again cautions against moving too quickly here. With just pockets of those click-into-place customer moments, the Airtable team knew it would be an unusually slow path to launch.
First Round Capital • Airtable's Path to Product-Market Fit
S3 E6 | DAO Decentralization Thesis & Artificial Intelligence w/nintynick
open.spotify.comMinimum density is 20 units per acre: The voter initiative locks in at least 20 units/acre (~50 people/acre) as the minimum average density. This is similar to beloved neighborhoods such as Marina in SF, Centrum in Amsterdam, Kensington in London, and Historic Charleston in South Carolina. Even though people love these places, we’ve built close to... See more
Devon Zuegel • Part 3: The first walkable city in America in a century
One major reason for this is the quality of SHEIN's recommendations. Just as Bytedance anticipates the content you’ll want to watch, SHEIN anticipates the clothes you’ll want to buy. SHEIN is to commerce what Bytedance is to content.
Rex Woodbury • The TikTokization of Everything
Are DAOs bad at building products? - Product teams need continuity and shared context - We need more tools that can coordinate things like product work.
Rehash: A Web Podcast • S3 E6 | DAO Decentralization Thesis & Artificial Intelligence w/nintynick
A focus on ‘missing middle’ housing: The plans feature housing that is fairly high density but not high rise — a combination of "row houses" between 2-4 stories high, and apartment buildings going up to 8 stories. This is the type of neighborhood that makes up the most beloved places in the world. Places like Amsterdam, Venice, Santa Monica, Lake... See more
Devon Zuegel • Part 3: The first walkable city in America in a century
Common mistakes when using CAC and/or LTV: using revenue as a proxy for LTV, overestimating LTV when you don't have clear data, failing to take into account the time value of money, not segmenting users by paid vs. organic when doing the math.
Digital Native • Revisiting Lifetime Value and Customer Acquisition
Brush up on the prior art: “We were intellectually excited about going down that path of this general space of software creation. So we spent a lot of time doing research. It was almost like being on a sabbatical, reading all this prior art of old computing pioneers, like Douglas Engelbart and Bill Atkinson , and even contemporaries, like Bre
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