10 year stock returns:
— Jon Erlichman (@JonErlichman) November 29, 2020
Tesla: +8,197%
Nvidia: +3,789%
Domino’s: +2,542%
Netflix: +1,699%
Amazon: +1,700%
MasterCard: +1,342%
Adobe: +1,561%
Visa: +1,018%
Apple: +934%
Home Depot: +790%
Microsoft: +749%
Salesforce: +579%
Starbucks: +533%
Nike: +525%
Google: +505%
Disney: +301%
Must read for any software investor. Observability is a superpower for devs.
— Gavin Baker (@GavinSBaker) November 29, 2020
Everyone would like to be multicloud, but data gravity and the requisite avoidance of highly optimized cloud specific services makes this really hard.https://t.co/0YxstgMwDv
Here's a little Tony Hsieh for you.
— Jason Rapp (@jasonrapp) November 28, 2020
First, the customer service email he wrote to my wife (and 13,000 others) after their orders were a day late...and wherein he suggests they call customer service and ask them to sing I'm a Little Teacup... 1/2 pic.twitter.com/ix1Bds1syO
Some folks who I appreciate/admire/a little bit jealous of/learn from for their skills online. Also, just fun people to follow.
— Sriram Krishnan (@sriramk) November 28, 2020
If you’re getting into creating content online, you can learn from all of these folks. 👇
This rare phenomenon (#Baikal #Zen) happens when rocks lying on the surface of frozen lakes are heated by sunlight and emit infrared rays, melting ice below. When the sun sets, the ice refreezes, creating these incredible frozen near-impossible structures. #weather #beautiful pic.twitter.com/7wfG5Ba5DL
— Paul Beckwith (@PaulHBeckwith) November 26, 2020
Virtual control. pic.twitter.com/QriwYb4ilM
— Brian Roemmele (@BrianRoemmele) November 26, 2020
Great in-depth writing. Clearly Betteridge's law does not apply here. https://t.co/eM1hFuPWvx
— Tobi Lutke 🌳🌲🛒🕹 (@tobi) November 25, 2020
Buffett had Geico.
— Chamath Palihapitiya (@chamath) November 24, 2020
I pick @Metromile.
The company announced today that it is going public via a SPAC ($INAQ) and I led the PIPE.
This is an incredible company disrupting car insurance and giving customers a best in class experience.
My one pager is attached. 🙏🏽 pic.twitter.com/r0ibZ0Tq5Z
Sources: WaPo is nearing 3M digital subscribers, up 50% YoY; NYT has tripled digital-only subscribers since 2016 to 6.1M (@sarafischer / Axios)https://t.co/dOnBECh8fRhttps://t.co/zdtCSyXJzl
— Techmeme (@Techmeme) November 24, 2020
Christine Sandler joins @laurashin on @unchained_pod to discuss Fidelity Digital Assets' services and what's to come in the future, the regulatory changes she hopes to see, how the pandemic is impacting the market, and more!
— Fidelity Digital Assets (@DigitalAssets) November 24, 2020
Listen now:https://t.co/ZbyBehqhBI
Do you know that you can easily scan a document, save it as a PDF and even sign it using Notes on your iPhone? pic.twitter.com/Pll1x3QuXa
— World of Engineering (@engineers_feed) November 24, 2020
Looking forward to presenting at Wired this afternoon. https://t.co/QbxGJxAA9c pic.twitter.com/CYODPOrMjw
— Benedict Evans (@benedictevans) November 24, 2020
"The world is moving to an asset-light, knowledge-based world, and the economies that are at the leading edge have to embrace that [...] through a fundamental repricing of education," says @chamath in the latest discussion with @azeem https://t.co/SmcBKkNOOs pic.twitter.com/qbI0bja51h
— Exponential View 🔮 (@ExponentialView) November 21, 2020
This was a freaking awesome interview w/ @Werner about how AWS structures the organizations, designs for microservices, makes key product tradeoff decisions, and starts with the simplest product to enable complexity built in later.
— Shomik Ghosh (@shomikghosh21) November 23, 2020
Some snippets below 👇https://t.co/7ViirATYSp
I just published PC Life After Apple Silicon https://t.co/JbdqqQ5Vwa
— Jean-Louis Gassée (@gassee) November 22, 2020
This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close. A Covid resurgence boosted cloud stocks this week pic.twitter.com/T9nDDLIR8k
— Jamin Ball (@jaminball) November 20, 2020
Cool; interesting https://t.co/UyqR0BNVxS
— Andy Weissman (@aweissman) November 20, 2020
UK ecommerce is now 40% of UK retail pic.twitter.com/8wXxm5Ekfs
— Benedict Evans (@benedictevans) November 20, 2020
Our researchers want to create agents that can achieve goals in a wide range of environments.
— DeepMind (@DeepMind) November 19, 2020
See how they use @Unity3d to construct diverse simulated worlds - providing environments in which multiple simultaneous agents can pursue separate goals: https://t.co/y77fKsoA9Z pic.twitter.com/0jKpBhxF6X
1/ We are at an exciting inflection pt. in history of business sw: the rise of the USER as key decision maker. This has profound implications for how sw co's get built and for the tooling (CRM, Mktg tools, prod. roadmap) that sw co's require to scale. https://t.co/YOE69mRfEl pic.twitter.com/ay4uZEfkNu
— Ajay Agarwal (@ajay_bcv) November 19, 2020
Cloud Gaming: The Progress and the Mind-Bending Promise https://t.co/IUw8RbXUS2 <- such a great episode from @a16z; "becoming the YouTube of cloud gaming" from @ibjade; many other community driven thoughts worth checking out! pic.twitter.com/Q2ypErpKiw
— Chris Wahl (@ChrisWahl) November 18, 2020
Our latest fintech newsletter is out! Here's what's inside:
— a16z (@a16z) November 19, 2020
-Vertical banking: Financial tools for 💈? A neobank for 📷?
-New retailer payment methods
-QR codes' big moment?
-Fintech eases gov't strain
by @illscience, @astrange, @seema_amble & @matt_haf
https://t.co/UVYI1m9q17
One more chart pic.twitter.com/uDWtF7AxxA
— Benedict Evans (@benedictevans) November 19, 2020
US ecommerce and retail numbers for Q3 are out. Still wobbling all over the place, but the step change is pretty clear. 35% dollar growth in one summer. pic.twitter.com/UnoFmpLfSf
— Benedict Evans (@benedictevans) November 19, 2020
Here is the breakdown of @Airbnb from @IgliLaci.
— Pomp 🌪 (@APompliano) November 19, 2020
Another fantastic write-up on the IPO everyone is watching.https://t.co/4BsCIGhFrF
0/ @Affirm filed their S1 after the close today. They highlight 6.2M+ customers, 17.2M transactions, 6,500+ merchants, $10.7B GMV since FY17, 100%+ dollar-based merchant retention rate, 64% repeat customers & 78 NPS. https://t.co/2kTfuj284V pic.twitter.com/KDImSTcfI7
— John Street Capital (@JohnStCapital) November 19, 2020
NEW 16 Mins: Apple Silicon is now here. So what does it mean — for consumers, for developers, for the industry overall? @stevesi goes both forward & backward in time (w/ @smc90) to share history + long arc of strategy & innovation here, beyond the specs: https://t.co/MFSb8yfI5x
— a16z (@a16z) November 18, 2020
Tech is great because no problem is ever “fully” solved. 10 years ago it didn’t seem like there could be real challengers in retail, and today Shopify lets anyone be a retailer, Instacart lets existing retailers compete effectively, and Stripe lets startups redefine retail.
— Aaron Levie (@levie) November 18, 2020
Steve Jobs’s last gambit: Apple’s M1 Chip by @om // 💯 https://t.co/uMZFUIPES5
— Steven Sinofsky (@stevesi) November 18, 2020
From March https://t.co/Ela70nO9mi
— Matthew Ball (@ballmatthew) November 17, 2020
What DoorDash, Faire, Substack, Eventbrite, and Cameo have in common? They all have what I call "magical" growth loops: loops where most of your growth comes from existing users. I've collected 30+ examples of these loops in action.
— Lenny Rachitsky (@lennysan) November 17, 2020
A few examples below👇https://t.co/Ef1XCtbr25
My podcast on the cloud gaming went live on a16z. https://t.co/T79wFYHsAu
— Jade Raymond (@ibjade) November 17, 2020
Let me know what you think!
Here is my review of the new MacBook Air with Apple's M1 processor instead of Intel. It is incredibly, shockingly good. There were a thousand things that could have gone wrong with this transition, instead almost everything exceeded my expectations https://t.co/ZLu6xMLqk4
— Dieter Bohn (@backlon) November 17, 2020
"Everyone's focused on being the 'Netflix of gaming,'" says @GoogleStadia VP @ibjade. "But the real killer app for cloud gaming will be the 'YouTube of gaming." A year since Stadia's launch, she unravels cloud gaming's outlook with @Tocelot & @laurenmurrow https://t.co/Yxot6N2dV6
— a16z (@a16z) November 16, 2020
📣 Today we’re announcing MinDiff!
— TensorFlow (@TensorFlow) November 16, 2020
This is the first technique in our TensorFlow Model Remediation Library aimed at tackling fairness concerns in machine learning models.
See how it’s used → https://t.co/Bd22MaCX3y pic.twitter.com/ZxoujzVd62
Important listen from @azeemm & @carissaveliz with the Institute for the Ethics of AI at The University of Oxford, who discuss the power of #personaldata and measures we can take to end the current landscape of the #dataeconomy.https://t.co/Usj1S2uYJr
— Monique Morrow (@moniquejmorrow) November 16, 2020
Apple Silicon M1 Emulating x86 Is Still Faster Than Every Other Mac https://t.co/vVApY3YHqc (https://t.co/NfaVLjrCZD)
— Hacker News 200 (@newsyc200) November 16, 2020
The first time I heard that Masa has a 300-year plan for his businesses was in the mid to late late 1990s. Plans and predictions like this seemed less outlandish if someone said them in 1999. By mid 2001, not so much. https://t.co/RLRbuRKGjs
— Tren Griffin (@trengriffin) November 16, 2020
Apple tells us how it made its new chip and MacBooks https://t.co/98B6C8CAho // perhaps thou doth protest too much? pic.twitter.com/CbJBu0NGU2
— Steven Sinofsky (@stevesi) November 15, 2020
1/ Wrote a bit here (On Fortnite's Travis Concert), but important to understand today’s virtual concerts as 3 things (1) Technical R&D; (2) Creative R&D; (3) Social experience
— Matthew Ball (@ballmatthew) November 15, 2020
Virtual 'games' are shifting away from game-like goals to non-game-like ones https://t.co/4cgiWk63eS
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An Interactive Introduction to Fourier Transforms https://t.co/jUQ3VPnblL (https://t.co/OGQtCKKHTA)
— Hacker News 200 (@newsyc200) November 15, 2020
The most interesting thing I learned this year is this mental model for generating world-class writing. pic.twitter.com/RE0Rahk3ng
— Julian Shapiro (@Julian) November 15, 2020
Intel's disruption is now complete https://t.co/JTatbbtila (https://t.co/QU072pNWaC)
— Hacker News 200 (@newsyc200) November 14, 2020
Amazon begins shifting Alexa’s cloud AI to its own silicon https://t.co/1EqsqNkQVR by @jrssnet
— Ars Technica (@arstechnica) November 13, 2020
"While appealing on the surface, the approach of remaining in academia and spinning off multiple companies ignores the fact that the success of a startup is governed by a power law distribution," says @vijaypande. The better option? Go all in:https://t.co/b7DXTilu4c
— a16z (@a16z) November 13, 2020
The unspoken truth about "the creator economy”
— GREG ISENBERG (@gregisenberg) November 13, 2020
Most creators don’t make any money at all (and want to)
- 43k Spotify artists are pulling in 90% of the royalties
- The average non-“top tier” Spotify artist earns $144/year
- The top 1% of OnlyFans accounts make 33% of all the $$
Semiconductors. Who makes them? What makes it so hard? Which companies have monopolies and why? What about politics? And so much more.
— Farnam Street (@farnamstreet) November 13, 2020
Listen and Learn as we explore a tricky space.
Audio for members. https://t.co/2SAQtOco1r
(Will soon release on YouTube only for all). pic.twitter.com/NTLxaMDHMj
Lakes vs. warehouses
— a16z (@a16z) November 13, 2020
Analytics vs. AI/ML
SQL vs. ...everything else@martin_casado, @Bob_Muglia, @jthandy, @frasergeorgew, and @MichelleUfford debate the biggest questions in the modern data stack: https://t.co/iDrkwJFNJf
Here's an index of some of the writing, podcast appearances, and talks I've done over the last few years. Topics include the idea maze, personal runway, the pseudonymous economy, quantifying decentralization, and the network state. https://t.co/DqOwjfuoio
— balajis.com (@balajis) November 12, 2020
In 2006 with the launch of AWS began the cloud infra era. This followed the dawn of SaaS led by Salesforce and Workday. For the past 15 years we saw the platform shift to cloud. We are now seeing a new generation of cloud only companies https://t.co/vzkxKXMsV4
— Jerry Chen (@jerrychen) November 12, 2020
New from @jerrychen: "We are seeing new companies that are not part of the cloud transition or a hybrid cloud generation. They aren’t even cloud-first – they are cloud only. "https://t.co/ZHoe82puC5
— Greylock (@GreylockVC) November 12, 2020
As DoorDash reportedly prepares for an IPO, worth re-looking at this @FT profile of Tony Xu from earlier this year. https://t.co/iUa8ZqRL8V via @financialtimes
— Scott Kupor (@skupor) November 12, 2020
““Perhaps it is simpler to say that Intel…was disrupted”” https://t.co/cb2Q3sbMGw // thinking about this ♻️ post.
— Steven Sinofsky (@stevesi) November 12, 2020
Apple's Shifting Differentiation https://t.co/lD8351NqyX (https://t.co/0pBR4Kg3LS)
— Hacker News 200 (@newsyc200) November 11, 2020
Catch my conversation with Rock Khanna, Senior Partner at @McKinsey, on shaping the recovery at 10AM Pacific today.
— Reid Hoffman (@reidhoffman) November 11, 2020
. https://t.co/OzE7o4Dd06
Tomorrow at 12 PM PST, the Stanford Blockchain Club will host an introduction to Spacemesh, with @tomerafek and @NoamNelke presenting. 🔥🔥🔥
— teamspacemesh (@teamspacemesh) November 11, 2020
It's not too late to RSVP: https://t.co/JMbu67DkaB
"One recent development at SoftBank that worries some in Elliott is a new asset-management arm Mr. Son announced in mid-August as cash piled up...He now personally directs a team of traders using $20b of the cash pile to bet on daily moves in tech names." https://t.co/n0ngTh1wWr
— Scott Kupor (@skupor) November 11, 2020
In the latest #greymatter, @reidhoffman discusses the fundamental rule of entrepreneurship you can learn from @elonmusk & @richardbranson: Choose a Field with Bad Competitionhttps://t.co/Im5vCCZyQ0
— Greylock (@GreylockVC) November 10, 2020
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2020 State of Remote Work Report — Top trends + stats from our survey of 2,000+ US workers https://t.co/CImbmbOhX1
— Product Hunt Feed (@phfeed) November 10, 2020
The second decade of synthetic biology: 2010–2020 | Nature Communications. Great links, perhaps one day I’ll get to deploy neural nets in vivo instead of in silico.
— Andrej Karpathy (@karpathy) November 2, 2020
https://t.co/QDQbUxXtiX
Time for new thinking. Thank you @carissaveliz for asking the tough questions “People might think it’s very radical to call for the end of the data economy. But what is extreme is a business model that depends on the systematic violation of rights.” https://t.co/wf8PMrKu05
— tabitha goldstaub (@tabithagold) November 8, 2020
Very cool paper!
— Aurélien Francillon (@aurelsec) November 7, 2020
Many BlueTooth chips used in earbuds leak analog audio signal over radio as it get mixed with power regulator noise
TEMPEST Comeback: A Realistic Audio Eavesdropping Threat on Mixed-signal SoCs
by Choi, Yang and Cho from @KAISTpr / ETRIhttps://t.co/CRpLiVtKjN pic.twitter.com/YYaWnwH1mV
Interesting: Ancient Babylonians did math in base 60 instead of base 10. That's why we have 60 seconds in a minute and 360 degrees in a circle. pic.twitter.com/DTbRr9HOhS
— World of Engineering (@engineers_feed) November 7, 2020
Innovators in Business interview. Great interview Becoming a Startup Hero - Interview with Tim Draper, Founder of Draper Associates https://t.co/5YlbbdbDbn
— Tim Draper (@TimDraper) November 6, 2020
"A car wash subscription is an interesting case since there is very little incremental cost of another wash." https://t.co/bXWhf2OFxL
— Tren Griffin (@trengriffin) November 6, 2020
better article: https://t.co/rA8QVyLATI
— Sheel Mohnot 🇺🇸 (@pitdesi) November 5, 2020
The Justice Department’s suit said Visa’s chief executive called the acquisition an “insurance policy” to neutralize a “threat to our important U.S. debit business.”
1/ The next decade of e-commerce innovation will be dominated by B2B commerce. In @TechCrunch I discuss the many flavors of B2B marketplace business models. Exciting companies like @LeafLink @materialbank @faire_wholesale are leading the way. Read more: https://t.co/BRdBuX7srA
— Merritt Hummer (@merritthummer) November 5, 2020
Sharing my lecture slides on "Recent Developments of Graph Network Architectures" from my deep learning course. It is a review of some exciting works on GNNs published in 2019-2020. #feelthelearn https://t.co/nS2OAgHFPo pic.twitter.com/bQPpcz3wp4
— Xavier Bresson (@xbresson) November 5, 2020
Excited to announce the @NatureComms paper on Navigating the Landscape of Multiplayer Games: https://t.co/XwUlc1kkTn
— DeepMind (@DeepMind) November 5, 2020
Work by S. Omidshafiei, @karl_tuyls, @wojczarnecki, F. Santos, M. Rowland, J. Connor, D. Hennes, P. Muller, J. Perolat, B. De Vylder, A. Gruslys & R. Munos pic.twitter.com/0YrCNZAbH3
I would watch a reality TV show about people trying to do this:
— Tren Griffin (@trengriffin) November 3, 2020
"A shift to a 'freemium' model by Quibi would have required about $2.4B of capital by 2024, including about $400M next year."
The show could be called "Hollywood 911."https://t.co/u2rnF8toZk
Announcing Lightning Pool, a non-custodial marketplace to buy and sell #bitcoin liquidity on Lightning.
— Lightning Labs⚡️ (@lightning) November 2, 2020
With Pool, users can trade channels, making it easy to get access to liquidity or earn a bitcoin-native yield. 💱
Learn more and start trading today:https://t.co/tOe7xs6Rac
Biology & physics collide in today's episode of Bio Eats World. @lifelikephysics talks with @vijaypande & @omnivorousread about looking at "life" through a different lens, & how this shift may change our very understanding of what it means to be alive: https://t.co/YLun3yV5Uh
— a16z (@a16z) November 2, 2020
Character Development Tools: Questionnaire and Biography. The key to character development: Curiosity. Ask questions *about* each character and *to* each character. 20+ links to online questionnaire and bio-writing resources. https://t.co/3wV7amNDmp #screenwriting #writing
— Scott Myers (@GoIntoTheStory) November 2, 2020
Shoe Dog is a great business book and a fun story. The ghost writer was JR Moehringer, an American novelist and journalist. In 2000 he won the Pulitzer Prize for newspaper feature writing. https://t.co/kKC0s2sr2E
— Tren Griffin (@trengriffin) November 1, 2020
Are influencers who keep putting out recommendations after recommendations more or less bots? If so, are their jobs at threat by real bots developed by creative agencies? Interesting read...https://t.co/9v6jAmLaJP
— Subrahmanyam KVJ (@SuB8u) November 1, 2020
Here's a visual proof that
— Fermat's Library (@fermatslibrary) October 31, 2020
sin2x = 2sinxcosx
cos2x = cos²x−sin²x pic.twitter.com/vC9jVTsZT1
A new essay: market definitions and tech monopolies. Does Amazon have 40% market share, or 10%? Does Apple have 15%, or 80%? Does Google worry about Bing, or Tiktok? It depends, and it's complicated, but this determines the future. https://t.co/vrFcJ75r4e
— Benedict Evans (@benedictevans) October 31, 2020
