Thought Leadership Threads

Web2 companies start with product.

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Web3 companies start with community.

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Why building community first is a powerful strategy: 🧵👇

Do you want to know a secret about Board meetings?

The secret: They aren’t unique!

Seasoned Board Members discover that Board meetings fall into very distinct categories.

What follows is a classification framework and a few insightful nuggets (including a soundtrack).

Most successful startups find product-market fit by doing a single thing better or cheaper than other available options. But most startups struggle to crack the code on additional products.

Here are 5 common fallacies to avoid if you want to expand beyond a wedge product:

After months of hard work you’ve managed to raise a comfortable amount of new of capital for your #startup. Now what?

A simple thread for Founders and VCs about shifting from a “need to raise” to a “need to prove” mindset.

If you want to constantly produce top quartile returns, you have to find at least one “return the fund” (RTF) investment every fund.

Here’s a simple exercise that’s helped me spot 1-2 RTFs every fund:

"There are only two ways to make money in business. One is to bundle and the other is to unbundle."

A thread on this powerful but very mis-understood concept:

This may sound funny but I actually have a favorite business model.

We all know that the goal of business is to sell a good/service at a higher price than it costs to manufacture and distribute.

My favorite business model is designed to do this extremely well. 👇🤯

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 🧵👇

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: