I always see customer acquisition cost (CAC) presented by channel: Facebook CAC = $x Google CAC = $x Tiktok CAC = $x DOOH CAC = $x While there is utility in this approach, it should be complemented by a customer-centric view: Customer Type A CAC = $x Customer Type B CAC = $x

new newsletter out with 2 business ideas and 2 growth tactics here's the first half ---- Hot Takes 1. Newsletter values are going to zero. Consolidation opportunity. I was talking with my friend last week who owns one of the big AI newsletters. He told me he’s scooping up

I just cancelled my Adobe licence after many years as a customer. The new terms give Adobe "worldwide royalty-free licence to reproduce, display, distribute" or do whatever they want with any content I produce using their software. This is beyond insane. No creator in their

Albanians are snapping Spaghetti in front of Italians before their Euros match today It just means more

Tether just announced what will likely be their second-biggest product ever: a new stablecoin backed by gold. Tether is running the Maker horizontal expansion playbook in the opposite direction, starting with 1:1 treasuries then expanding into more exotic hybrid and eventually

Ai will produce waves. Surf or drown. You decide.

A list of cool backpacks and the outfits that I think would go nicely with them. 🧵

Best resume template!

its the age of 2 person companies doing $10M ARR without raising and growth happening by giving equity away to creators in your niche and then pumping all free cash back into paid channels this is now the new standard

fellas Man to man homie to homie, whatever Please take care of yourself Read that book. Pick up that weight. Go for a run/walk. Get therapy if you need it. Toughen up. Stay resilient. But also get emotionally aware. Tap into that softer side. Reconnect with friends and

It's going live. My stock market API now has coverage for all S&P 500 tickers. • income statements • balance sheets • cash flow statements 30+ years of data. No API limits. You can connect your AI financial agents to this data. This open beta will run for ~1 week. Main

Also, if you want to try Llama 3.1 405B, it's available for free on HuggingChat huggingface.co/chat/

First they came for Tiktok, and I did not speak out—      Because I was not twelve years old. Then they came for the Telegram, and I did not speak out—      Because I was using some other app or sth idk. Then they came for literally every other platform for dissent, and I did not

Don't worry, Brazilians, we, and our Chinese colleagues have got your back. There have been a lot of anti-censorship advancements in the past couple of years. There are solutions superior to a simple VPN. Let's get ready to connect in the upcoming fragmented world! 🧵

Benchmarking >80 LLMs shows: The best model is not necessarily the best for your programming language 😱 - Best overall: Anthropic’s Sonnet 3.5 - Best for Go: Meta’s Llama 3.1 405B - Best for Java: OpenAI’s GPT-4 Turbo - Best for Ruby: OpenAI’s GPT-4o Good models for one

🇪🇺 eu/acc A few weeks ago Mario Draghi asked my recommendations for his report that came out today about European competitiveness I had a call with him and summarized my problems with doing business in the EU I wrote this which is included in the report presented to the

"VC isn’t what it used to be. The days of boutique firms elbowing each other aside for the best deals have been replaced by an elite cohort of GPs dictating rules and valuations." - rosie bradbury In 2024, of all venture dollars raised: • Andreessen Horowitz - 11% • General

1/ On Infinite Inference I used to be a good amateur photographer. A long time ago, a friend was worried that the cycle of growth in hard drives was coming to an end. I asked him why? "Well, my business documents are only 5 GB or whatever - isn't my 30 GB drive enough?"

A couple reflections on the quantum computing breakthrough we just announced... Most of us grew up learning there are three main types of matter that matter: solid, liquid, and gas. Today, that changed. After a nearly 20 year pursuit, we’ve created an entirely new state of

I remember every investor that passed because we sell to schools. Now we’re sitting on $50M+ in contracts and winning 1 in 3 deals. The lesson here is that if you build something people really need, and they have a choice, they will buy it.