Thought Leadership Threads
MANY startups are living with bad decisions they made when cheap capital flowed freely.
Massive value destruction was driven by Founders playing Hungry Hungry Hippo, trying to accumulate as much revenue as possible.
A few thoughts on how to learn from their mistakes:🧵👇
Over 100 startups in our portfolio have refactored their operating plans in the past year.
Some have become profitable with as little as $5MM of revenue while others have found ways to do more with less.
Can you guess the four most common levers they pulled?🧵👇
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.
Can you imagine your life without music?
Did you know that there’s a technology company that’s helping tens of thousands of artists reclaim their creative control and finally get paid what they’re owed?
A 🧵 about @stem and how it’s transforming the music industry: 👇