Thought Leadership Threads


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Frank Rotman

AI is undeniably going to change the world but 99% of AI companies will fizzle and die.

I have real, actionable advice about how to build durable AI companies but understanding my perspective requires a primer on how I think about AI.

Trust me, you’ll like it: 🧵👇

November 15, 2023

Frank Rotman

It used to be common for a startup to de-risk in distinct phases that aligned with capital raises.

Discipline disappeared and the number of rounds a typical startup raised exploded into “alphabet soup”.

The market is returning to “normal”. Here’s what you need to know: 🧵👇

July 18, 2023

Frank Rotman

The biggest fallacy in the Startup world is to believe that the entry price for a great investment is irrelevant.

While great investments generate great returns, being indifferent to price is a function of sloppy thinking.

A useful mental model that great Investors use:🧵👇

April 21, 2023

Frank Rotman

There’s a major structural flaw in how the VC ecosystem works that we don’t talk about enough.

It’s a flaw that creates confusion and bad advice for Founders.

And it’s a flaw that makes no sense when you dissect it. 🧵👇

March 26, 2023

Frank Rotman

People constantly wonder why the US has so many Banks compared to other countries!

Are you wondering if the US system makes sense?

Do you want to know where it's heading?

Here's some history, charts, and thoughts: 🧵👇

March 22, 2023

Frank Rotman

Every business has a core function. Some businesses make athletic shoes while others make wide screen televisions.

What’s become clear over the past week is that many people don’t understand what Banks actually do.

A simplified explanation if you're interested:🧵👇

March 16, 2023

Yusuf Ozdalga

The rapid erosion of value in SVB's bond portfolio made plain the power of math and markets and how they can turn against you like an unexpected flash flood.

Here is a simple explainer on basic bond math that is good to know even if you are not a bank CFO.

March 14, 2023

Frank Rotman

Mark Twain once said:

“When everyone is looking for gold, it's a good time to be in the pick and shovel business.”

What does this look like in crypto? 🧵👇

January 24, 2023

Frank Rotman

Many companies went through a major layoff in 2022. Many more will reduce their staff in 2023.

When the dust settles, businesses will be leaner but challenges will still remain.

Here's a valuable checklist for survivors:🧵👇

December 16, 2022