Thought Leadership Threads

Gigantic businesses can be created when an amazing Founding team focuses its attention on a rock-solid business idea that’s perfectly aligned with an emerging mega trend.

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This is what #Founders and #VCs live for.Curious what this looks like for a 15-month-old company?

#VCs and #startups are dealing with the reality that today’s environment is brutal compared to what it’s been like over the past few years.
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The reason for the abrupt shift is that Darwin went on vacation for a few years but has finally returned.
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This changes EVERYTHING! 🧵👇

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Founders know that building a successful #startup hinges on being able to adapt quickly.
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A master plan can focus and guide a team, but when it stops working it’s important to quickly improvise a “Plan B”.
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And do you know who does this extraordinarily well? Jazz musicians. 🧵👇

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Failing isn’t fun. Failing in public is worse.
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Founders do it. Investors do it. Athletes do it. It's incredibly common.
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So what happens when you take risks in public and there’s evidence that you're on a path to failure?
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Most people handle it poorly. A few thoughts: 🧵👇

The current spike in #inflation has lasted longer and is more challenging to manage than expected.
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The Fed is combatting inflation with increases in interest rates and the equity markets aren’t happy.
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Why have equities sold off and when does the recovery begin? 🧵👇

An important decision every business makes is what to do with its cash💵.

Most thinly capitalized companies keep their cash in a business checking account.

But there are better options for businesses that have a year or more of runway. Much better! 🧵👇

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Web3 believers assert that #web3 is in its early adoption phase and that the masses will come just like they have with new technologies in the past.

There’s some truth to this narrative but forces are at play that make #web3 adoption MUCH MUCH MUCH more challenging. 🧵👇

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The #startup ecosystem has been turbocharged in recent years due to massive capital inflows.

A downside is that the playbook has been lost around how to build a healthy business.

Being able to make money with a single product at low levels of scale needs to be re-learned! 🧵👇

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Capital is less available than it’s been in recent years. So Investors are advising companies to make changes that reflect this new reality.

How should Founders deal with divergent opinions? How should Founders make decisions when there's disagreement? 🧵👇

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