Thought Leadership Threads

"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:

There’s no denying that right now a lot of money is flooding into #startups. A lot!

But the money won’t always be there. What will happen once the cash stops flowing? Will there be a wave of startups forced to close shop or are there other possible outcomes? A few thoughts 👇

Poker, Peloton and Pulp Fiction. A game, a company and a movie. I’ve learned major life lessons from all 3.

Here’s the single biggest takeaway from each that helps me in my professional life.

In honor of the @RobinhoodApp S-1 I thought I’d share a conversation I had a few weeks ago with a friend who used Robinhood as his on-ramp into the trading world.

Brace yourselves. It was a fun conversation but pretty eye opening in lots of ways.

Guess what's confused me the most so far in the @RobinhoodApp S-1? 👇Picture. What the heck does it mean? There must be an embedded message! I've stared at it for an hour and can't figure it out!

#fintech community help! @JoinCommonstock help! @public help!

We’ve seen a few $10B+ lending companies emerge from the fintech ecosystem in the past few years. We’ve also seen a few fintech lenders meltdown in the public markets.

Are lending companies VC backable? Thoughts plus a framework to answer this question👇

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. 👇🤯

It shouldn’t be a surprise that I love helping #startups. It’s what I do. But a little known fact is that my favorite show is American Ninja Warrior (@ninjawarrior). To me, building a #startup has parallels to ANW that great VCs and Founders should internalize. 🧵👇

In the past few months I’ve spent dozens of hours mentoring and coaching Founders at the “pre-launch” stage of their #startups. Some are getting close to launch but most are still trying to figure out what they want to build.

Here are 5 take-aways: 🔥🧵👇