Andrew (@now_and_ren) 's Twitter Profile
Andrew

@now_and_ren

Differentiated Ideas and Relationships | I invest in technology companies at Permira

ID: 1421105013376655360

calendar_today30-07-2021 13:47:02

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tobi lutke (@tobi) 's Twitter Profile Photo

I've made a GPT4 debate bot for myself. It pulls any writings I have on the topic from Logseq 🪵, figures my position and starts a chat forcing me to argue the other side. Then points out inconsistencies and flags logical errors. I'm never going to leave my keyboard.

Tanay Jaipuria (@tanayj) 's Twitter Profile Photo

A few stats revealed during the Google Antitrust trial: • Google pays Apple 36% of the revenue it generates from search on iOS devices to be the default search engine • Google's total payment for default search placement in 2021 to Apple and others was $26.3B • Google spends

Invest Like the Best (@investlikebest) 's Twitter Profile Photo

Frank Slootman is retiring as CEO of Snowflake. He grew the business from $4B to $75B in 5 years. Our conversation with him is one of our favorites. Here’s a taste of why and what makes him special: 1. I have never been too early to fire people. I have been too late. 2. Narrow

Conch Shell Capital (@tmtmoats) 's Twitter Profile Photo

Excellent graphic from MS to use as a parallel for this cycle (spending moves semis to infrastructure to software/services) Below is how the mobile-era monetization cycle unfolded

Excellent graphic from MS to use as a parallel for this cycle (spending moves semis to infrastructure to software/services)

Below is how the mobile-era monetization cycle unfolded
Reads with Ravi (@readswithravi) 's Twitter Profile Photo

Paul Graham on how to do great work: “Great work happens by focusing consistently on something you're genuinely interested in.”

Paul Graham on how to do great work:

“Great work happens by focusing consistently on something you're genuinely interested in.”
tobi lutke (@tobi) 's Twitter Profile Photo

Aaron Rubin Be incredibly ambitious, demand everything, subtract anything that doesn’t matter, put the ICs in charge, remove non-contributors, keep teams small. Then be willing to work harder than everyone else, know and care about all details, be decisive, hear everyone but be

Ed Sim (@edsim) 's Twitter Profile Photo

🤯 we all knew the growth of private investing but this chart from Jamie Dimon's annual letter gives some perspective... As a venture capital investor, the numbers illuminate the insane growth in this asset class asking many to question what even is VC any more? VC Assets under

🤯 we all knew the growth of private investing but this chart from Jamie Dimon's annual letter gives some perspective...

As a venture capital investor, the numbers illuminate the insane growth in this asset class asking many to question what even is VC any more?

VC Assets under