Salil Dalvi (@sd_so) header
Salil Dalvi (@sd_so) profile picture

Salil Dalvi

@sd_so

Too serious for chill people, too chill for serious people. Slowly learning how to be a decent human … ex big mediaco exec (strategy/BD/ product).

 New York, USA
linkedin.com/in/salildalvi
Joined September 2009
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Duuuuuude.
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To hear Ben Thompson tell it, all entertainment will either be a time buy or linear sports. I’m not sure he’s wrong. – at Livingston, NJ
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Chalk this one up to yet another fluff-filled, borderline droolingly idiotic opinion piece from the NYT. nytimes.com/2022/05/05/opini… – at Livingston, NJ

Opinion | I Listened In on Big Business. It’s Profiting From Inflation, and You’re Paying for It....

Close your introductory economics textbooks and actually look at the economy.

nytimes.com
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So many things I’ve learned these past 6 months. Many I wish I had known as a younger man. But that couldn’t have happened without my life experience. that has provided a relief against which to view the contrast with other things. – at South Orange, NJ
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A great thread. Though I think time horizon for exit is a key in assessing any company. For a public co I may compare the trading vol of a stock as a % of total shares/options to other co’s. This offers one way to get a sense of how many “buy and hold” vs market driven there are. – at South Orange, NJ
Bill Gurley (@bgurley) profile pictureBill Gurley
@bgurley29 Apr 2022
An entire generation of entrepreneurs & tech investors built their entire perspectives on valuation during the second half of a 13-year amazing bull market run. The "unlearning" process could be painful, surprising, & unsettling to many. I anticipate denial. Some thoughts:
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Interesting thread. I’d want to see this laid out empirically to really grasp if there is a there there. – at South Orange, NJ
Will Stancil (@whstancil) profile pictureWill Stancil@whstancil29 Apr 2022
Fine, here’s what I think is going on: White men have long been a minority in US society (currently 29%), but until very recently, they controlled all the ladders of ascent into cultural, political, media, or economic relevance.
It’s incredible how full your heart can become when you see people you know, love and care about do well. – at South Orange, NJ
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Brutal but fair and factual – at South Orange, NJ
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Probably one of my favorites I’ve ever taken of Luke. – at South Orange, NJ
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nytimes.com/2022/04/28/healt… This is idiotic. Stop babying people. – at South Orange, NJ
F.D.A. Moves to Ban Sales of Menthol Cigarettes (Published 2022)

F.D.A. Moves to Ban Sales of Menthol Cigarettes (Published 2022)

Public health experts say the proposal could save hundreds of thousands of lives, especially among Black smokers — 85 percent of whom use menthol products.

nytimes.com
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What if someone created a university targeted specially to big box and fast food store workers? Perhaps a supplement, possibly a replacement to community college. All programs would include some industry specific courses. The scale and leverage could help build a great program. – at South Orange, NJ
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Hot take: Late 70’s Plant is the best voice in Rock. Ever. – at South Orange, NJ
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Ugh. One of those nights that I can’t sleep. I’m gonna be a wreck tomorrow. – at South Orange, NJ
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EVERY person who joins a bigco in a “new ventures” role should be eyes wide open that these jobs have a high risk profile. Often it is good to come into these roles with prior functional experience so you can at least look for a landing spot. – at South Orange, NJ
Elana Zak (@elanazak) profile pictureElana Zak@elanazak21 Apr 2022
The really tragic thing about CNN+ shutting down after one month is all those people they hired now unsure of their jobs. They trusted the company when its leaders said this was a product it was investing in.
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I also think legacy management failed to clarify these risks up front. I lay blame aquarely at the feet of Jason Kilar, Jeff Zucker, Andrew Morse and John Stankey. Pushing fwd w a $300MM annual project without vocal support from new ownership is unconscionable & irresponsible. – at South Orange, NJ
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Let’s also be clear this is NOT a “tragedy”. It is corporate assholery, and highly shitty. But let’s not lose perspective, people. – at South Orange, NJ
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I don’t think I would offer an ad based tier if I were Netflix. Some ideas: – at South Orange, NJ
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To me, advertising is a feeding frenzy. There isn’t opportunity outside of putting price pressure. Traditional players always have the option of killing digital CPM because it’s noncore. – at South Orange, NJ
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I think the opportunity for netflix lies in Licensing, new products, and winning in specific product lines. Think like a “whole package” media company, not as an SVOD /AVOD company. BUILD FRANCHISES! – at South Orange, NJ
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