David

@d

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570 Followers

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Pivots: Focus on a problem you build a deep understanding of Brex (worst co. of YC19W): VR -> Payments Segment: University tool -> Learned analytics -> Mixpanel competitor -> Learned about data sources -> Segment Retool: Venmo competitor -> Learned about internal tools -> Retool

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Jakub is a testament that crypto has high quality and high integrity people who resonate with you You can meet hundreds of people online, connect on different themes, and let destiny do its thing

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To be or to do? Being selfish or selfless? Questions that move the ego aside, and help us do better

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🦉Duolingo: - MAUs 24M -> 85M since IPO - DAU/MAU 23% -> 30% - Premium subs 3% -> 7% - 500M in ARR, 75% subscription, 25% ads and virtual goods - $80/yr subscription in the US (changes by region) A story of how a “silly app” becomes a great enterprise

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Are the zora chain RPCs constantly down? @jacob

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Lessons from the last ep: 1/ Focus on the process, not outcome. Implement an institutional grade process Record all your trades. Underwrite and revisit your thesis constantly, specially when a price swings. More…

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Santi’s last episode is one that need to go on the books The amount of investment wisdom is giant I’ll share some of the lessons that resonated

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Why the decision to only support Coinbase wallet for transaction frames? My view is that there are way much users on mobile on other wallets like Rainbow, Rabby, MetaMask, Zerion…

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From the latest 20VC episode with Peter Wagner (Snowflake and FB early rounds): The biggest mistake up and coming VCs do is over relying on quantitative analysis on the early stages You need strategic analysis, judgement, and other skills you need to develop

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“5m at 25m with a 1 week deadline is not a deal I want to make” The best investors understand that you can only analyze a company over time “seeing lines, not dots” It’s not about the valuation, but the time to build conviction on the company

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Enjoying the $ENJOY

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The first step towards seamless publishing and listening of onchain pods

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Up and to the right?

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Enjoying myself = enjoy in myself iykyk

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Great tips on building product 1/ Ideating and executing horizon 1, 2 and 3 bets 2/ Examples of great horizon 3 bets 3/ Shipping faster with the same headcount https://open.spotify.com/episode/4zzStC1y1uGQ5am0yHJZr1?si=YLb7iMiHTZK2YpH6H6Fx2w&context=spotify%3Acollection%3Apodcasts%3Aepisodes

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Permissionless tickets, say no more

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I hate to gatekeep, so here it goes My all time favorite article/framework for analyzing businesses Enjoy it 😋 https://tribecap.co/a-quantitative-approach-to-product-market-fit/

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