Winnipeg, Manitoba
Joined June 2020
- Tweets389
- Following3.5K
- Followers185
- Likes7.1K
Pinned Tweet
The Munger Operating System: A Life That Works fs.blog/2016/04/munger-opera…
Matt Lederman retweeted
1️⃣ Industry REALLY Matters
Offline > Online
Look for mom-and-pops facing generational changes
☁ And Inflection points in legacy industries moving the cloud
2 They Really Like:
🚚 Transport & Logistics
✈ Travel & Hospitality
“The hard truth is that figuring out the right GTM approach is often as much an exploration as finding product-market fit, because how the market buys is much more likely dictated by the market than the company.”
a16z.com/2023/01/11/market-a… #tech via @a16z
Monumental
Bruce Springsteen and The E Street Band are coming to Winnipeg! The band has added 18 North American shows to their 2023 International Tour and Winnipeg has made the cut. accesswinnipeg.com/2023/02/b…
“An entrepreneur pitching electricity in 1920 would have figured out that the key value proposition was not “saving fuel costs” but rather “enabling vastly more productive factory design.” The same pattern is what we expect to see with AI.”
Predicting TripActions will move right (I love it currently as a point solution).
Interesting chart showing cos who are either consolidating or expanding market share. $BILL made the most moves.
It's tough to move down once you're upmarket.
Also, I'd be curious as to which cos move right over the next 12-18 months.
Matt Lederman retweeted
3. The Story Part
Valuations work with narratives.
The huge discrepancies between valuations of the same company come down to the narrative.
Is Tesla a car company? A battery company? Both?
Whatever narrative you choose, the numbers will be dramatically different.
“[Dot com] bubble companies that were trying to create software (as opposed to pet food shops) just didn’t have enough time for their software to get good.” joelonsoftware.com/2001/07/2…
Matt Lederman retweeted
/4 “When you swing, no matter how well you connect with the ball, the most runs you can get is four. In business, every once in a while, when you step up to the plate, you can score 1,000 runs. …”
Matt Lederman retweeted
Wayne Gretzky once destroyed Pele, Bjorn Borg and Sugar Ray Leonard in a race. And I mean destroyed
What current companies are successfully switching customers over, despite enormous cost and risk of switch?
What major infra change is the catalyst driving new value?
How long until they will be ready to switch again?
“Companies with low capital needs and the ability to raise prices were actually best positioned to resist inflations corrosive effects.”
Jim Carrey 🐐
You’re unable to view this Post because this account owner limits who can view their Posts. Learn more
Matt Lederman retweeted
Capital allocation is one of management's prime tasks. Today we are publishing our most comprehensive research ever on capital allocation: "Capital Allocation: Results, Analysis, and Assessment."
morganstanley.com/im/publica…
Matt Lederman retweeted
1/ Today, @a16z Growth launched our Guide to Growth Metrics for B2B companies! @sarahdingwang @aleximm @morrisseyjoe
a16z.com/growth/guide-growth…
Why?
🔑
$SNOW
Q: How do you think of this uncertain macro env, re: usage model?
A: If I had such a massive market share, I would be concerned. We are still very early, we need to be able to sell on value in this env. Data is a core asset of companies today, real-time data insights.
“Wherever information is exchanged – wherever there are products, companies, careers, politics, knowledge, education, and culture – you will find that the best story wins.”
collabfund.com/blog/think/
“Think of our Industry Cloud as essentially taking the Customer 360 clouds — and building industry-specific processes and workflows that work right out of the box.”
accelerationeconomy.com/clou…
