Thought Leadership Threads

Twitter has been my relief valve for venting and sharing thoughts over the past year. In case you missed these, here are a few of my favorites: 🔥🧵🤯👇

When a #startup that I’m advising wants to raise money in the near future, I always ask them the question: “Are there any asterisks?” By this I mean, are there any counter-factual results that will have to be explained in diligence. This matters A LOT. A 🧵👇

Inflation seems to be headlining the news these days. It’s a powerful force and worthy of attention, but it’s often misunderstood and conveniently misused by investors, politicians and policy makers to justify positions. Let me simplify and reframe the narrative:

A common question Founders struggle with is “how to monetize”. Founders have strong thoughts on the product/service they want to build, but many are baffled when it comes to determining the best way of building a highly profitable business. A framework that might help:

I was listening to the 20 Minute VC podcast w/@davidtisch as a guest. He threw out an important concept that most Founders don’t think about enough: “Is My Company A Top Half Performer?” This is a critical concept that’s worth unpacking: 👇👇👇

There’s a lot of chatter recently about #Fintechs not wanting to hire people with traditional #Banking backgrounds and traditional #Bankers pointing out how short-sighted this is. It’s a complex topic that’s worth unpacking. 👇

Was on a panel last week and was asked about a topic I knew very little about. My response seemed to get laughs and likes at the same time. It’s an old poker saying: “If you can’t spot the fish at the table then you’re the fish.” I live by this adage…let me explain👇

It’s not uncommon for a #VC to chat with an early stage #startup and within weeks get introduced to 3-4 other #startups tackling the same opportunity at the same time. When this happens it’s rarely coincidental and definitely worth paying attention to. A thread 👇:

Most #startups need years of growth before they turn profitable. Some consume LOTS of cash. As a result, I suggest every Investor and Founder obsess about COM3 --- Cash Out Minus 3 Months. This might be the most important metric to care about.

A few thoughts on COM3: