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762 Following
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Substack getting all the hype as the “cosy corner” for influencers/brands is giving me flashbacks to the 2022 fan engagement platform era of consumer crypto
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A common mistake I see founders make in pitches: confusing value prop with GTM. Value prop = Why your product is compelling. GTM = Your initial wedge into the market: who you target first and how you reach them. Your GTM should be informed by your value prop, but they’re not the same. When explaining GTM, it’s worth reinforcing the value prop—but don’t conflate them.
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can someone explain why anora won so many awards i saw and i rlly don't get the hype
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as if my TL hasn’t been filled with: - sabrina carpenter’s big band rendition of espresso - beyoncé’s startled reaction to her grammy win - kendrick accepting one of many awards for “not like us” and everyone dancing lol https://x.com/lessin/status/1886230605697896649?s=46&t=gP_pMMPW89Q5-NHfbMlulQ
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who are the best people to talk to about market making? keen to put something together demystifying this process
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this may be too niche but does anyone else immediately think of danielle pheloung's videos whenever they hear genesis by grimes
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just IMAGINE if it included $trump https://x.com/tier10k/status/1882523716673847723?s=46&t=gP_pMMPW89Q5-NHfbMlulQ
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i’ve never seen an algorithm PANIC like the TikTok app trying to feed me content while Tiktok was banned in the US and all my fav influencers was gone + @ted it’s good to have you back on my feed
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for folks heading to eth denver come join our fabric event on token launches! personally pretty excited about some of the folks lining up to speak here 🌶️
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"In bubbles, investors treat the leading companies – and pay for their stocks – as though the firms are sure to remain leaders for decades. Some do and some don’t, but change seems to be more the rule than persistence." Howard Marks "On Bubble Watch" memo is a great reminder on the privilege of persistence within the S&P 500: - only 6 of the top 20 companies from 2000 are still in the top 20 today - of today’s “Magnificent Seven” (tech giants), only Microsoft was a top 20 company 24 years ago - only about half the Nifty Fifty (1960s market darlings) are in the S&P 500 today, most notably Xerox, Kodak, Polaroid, Avon, Burroughs, Digital Equipment https://www.oaktreecapital.com/insights/memo/on-bubble-watch
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deepmind again with a mind blowing release: https://deepmind.google/discover/blog/genie-2-a-large-scale-foundation-world-model/ super curious how this translates to an enjoyable game/permeance is solved for
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just finished reading Julia Fox’s book “down the drain” and holy shit her life was insane lit didn’t know her beyond uncut gems + that charli xcx song
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i like the morpho swag
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day 2 @ devcon coffee - espresso tonic very refreshing with lemony undertones (probably the tonic water?) 10/10 recommend. wellness vibes
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10/10 this coffee changed my life. Yuzu coffee (espresso + orange juice) takes the bitterness of thai coffee beans + creates a rich coffee forever in debt to the tiktok algo for the rec
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anyone who thinks 3+ hour podcasts will still be relevant in 2028 have way too much faith in the attention spans of people my age + younger
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pick the name of your fund wisely - this is the kind of inbound you get when you name yourself "fabric" 🫠
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two reactions to this 1. omg slay and huge that it’s 3 mega female artists 2. feels like primavera just picked three of the most viral artists from summer 2024 as a safe bet to go viral again? idk https://x.com/charli_xcx/status/1849514075983839618?s=46&t=gP_pMMPW89Q5-NHfbMlulQ
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i’m going to be really sad when the eras tour ends and i stop getting love story proposal vids on my tl
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reminder bitcoin is not just decentralised but also got some sweet computing power behind it
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