When Mohamed Salah joined Liverpool "hate crimes in the Liverpool area dropped by 16% compared with a synthetic control, and Liverpool fans halved their rates of posting anti-Muslim tweets relative to fans of other top-flight clubs." Paper in American Political Science Review

Underrated source of $AAPLs equity value creation story this decade: "I tell my team don't benchmark bc you'll only get bad ideas. We run AAPL finance with half the team size of my prior companies which were 1/10th the size of AAPL. We have an IR team of 2. I have a group that

After 44 years on this earth, I keep coming back to this quote from Tyler Cowen as to the purpose of life and how I would like to spend mine. "At critical moments in time, you can raise the aspirations of other people significantly, especially when they are relatively young,

QOTD Nick Cave: "Unlike cynicism, hopefulness is hard-earned, makes demands upon us, and can often feel like the most indefensible and lonely place on Earth." kottke.org/24/08/hopefuln…

The round after Sand Hill Road runs out of money (note: I consider Thrive unique/non Sand Hill Road) is the best value round. Could close with OpenAI at 20x ARR. Model training costs will eventually trend to zero, and the cashflow jaws will open wsj.com/tech/ai/openai…

Founder Mode has hit a nerve because there is only one regret in life: not being true to yourself. Frank Sinatra sang it best: For what is a man, what has he got? If not himself, then he has naught To say the things he truly feels And not the words of one who kneels The record

Investor mode

Congratulations to our founder and CEO, Sir Peter Beck Peter Beck, officially recognised today for services to the aerospace industry, business and education. Sir Peter is a Knight Companion of the New Zealand Order of Merit, as awarded by the New Zealand representative of

Caitlin Clark over the last 8 games: 29 PTS | 10 AST | 5 REB 23 PTS | 9 AST | 5 REB 23 PTS | 8 AST | 5 REB 19 PTS | 7 AST | 7 REB 19 PTS | 5 AST | 5 REB 31 PTS | 12 AST | 4 REB 28 PTS | 12 AST | 4 REB 24 PTS | 10 AST | 10 REB 7-1 record.

Two ways to be unsuccessful in VC: 1. Not invest in successful companies 2. Sell successful companies too early

"Talent is most likely to be found among nonconformists, dissenters, and rebels." —David Ogilvy

🐦

My conversation with Niki Scevak is now live. Blackbird has an amazing track record and is the 800-kg gorilla of Australian VC so this a fun conversation. We covered: 🤖 Why Niki is fully on board with AI and VERY enthused about investing in the space 🌎 How world-beating

I would love to work directly with you

Thank you, Goorj. 💚💛 Brian Goorjian bids farewell on an incredible career spanning over two decades as head coach of the Australian Boomers. “𝘏𝘦’𝘴 𝘶𝘯𝘢𝘱𝘰𝘭𝘰𝘨𝘦𝘵𝘪𝘤. 𝘏𝘦’𝘴 𝘢𝘯 𝘈𝘮𝘦𝘳𝘪𝘤𝘢𝘯 𝘸𝘩𝘰 𝘩𝘢𝘴 𝘦𝘮𝘣𝘳𝘢𝘤𝘦𝘥 𝘵𝘩𝘦 𝘈𝘶𝘴𝘵𝘳𝘢𝘭𝘪𝘢𝘯 𝘸𝘢𝘺,

The crucial conversations in business don't happen at the council, the committee or the board; they happen at the Tuesday lunch. alchemy.substack.com/p/a-lesson-on-…