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Ryan Caldbeck
@ryan_caldbeck
, 3 tweets, 2 min read Read on Twitter
Dear @HarvardHBS, @StanfordGSB and @Wharton, I am begging you to stop telling your students to do "informational interviews." They set the student up for failure. If student wants to find a way to start a dialogue without a formal interview, teach them to find a way to add value.
Offer to do a project the company might find interesting. Offer to make some intros or do research that could help the team the student is targeting. Anything but telling the student “just get on the phone and ask the employer what it’s like to work there.” Brutally painful.
For the record if any data scientists or engineers would like to do informational interviews - my calendar is wide open. 😁
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More from @ryan_caldbeck see all

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Ryan Caldbeck
@ryan_caldbeck
1/ I struggle with the conventional wisdom of picking venture companies because of the CEO. I am sure I’ll get roasted by someone that I don’t care about on Twitter for this TweetFury but……ok.
2/ First let’s define what I’m talking about. Consumer co's with $1m-20m in rev. They have rev, products they sell to roughly X00,000 consumers every yr. Data to look at. I’m not applying this logic to tech early stage vc where there is little more than a few slides or rough demo
3/ Traditional consumer thinking is that to be a good investor you have to evaluate the CEO/team effectively in this space. I’m not sure I buy that.

Let’s be clear, I’m not saying the CEO doesn’t matter. I think the team does matter.
Read 23 tweets
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Ryan Caldbeck
@ryan_caldbeck
1/ This piece from @Annie_Gasparro & @vipalmonga nails what’s happening with the large consumer companies that have been focused on cutting costs (at expense of investing into R&D)
wsj.com/articles/it-sh…
2/ I’ve talked about what I call the “3G effect” for years (publicly and privately).

Public consumer companies cutting costs to deliver short-term profitability at the expense (IMO) of long-term shareholder value.

3/ Annie & Vipal from the @WSJ rightfully identified that ZBB has been around for decades. I call what’s happening the 3G Effect because I believe that 3G’s initial financial success w/ ZBB struck great fear in the hearts & minds of other public consumer companies.
Read 15 tweets
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Ryan Caldbeck
@ryan_caldbeck
1/ Some wonderful tidbits in here.
bcg.com/publications/2…
2/ Story in “measured” channels is super ugly. Large CPG and large retailers (the “measured”) are terrified.
3/ Pricing up and volume down (Exh 1). Think about that. The only reason total sales were up is because companies raised pricing. Huh.....Population is still growing right??
Read 7 tweets

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