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Tren Griffin
@trengriffin
, 3 tweets, 2 min read Read on Twitter
The closure of this deli is a tragic reminder of the impact of "wholesale transfer pricing" on the availability of delicious Vietnamese food. seattle.eater.com/2019/6/14/1867… To offer condolences, please eat at its neighbor Saigon Deli at 12th and Jackson, preferably a delicious Bahn mi.
I am still haunted daily by the closure of Bakemans, which was my all time favorite sandwich shop. The location of that beloved restaurant remains empty, a testament to "human inhumanity to humans."

My real estate investor friend's explanation of why they were forced out is:
At one time there were about 40 jazz clubs on Jackson St. which bisects the International District. The clubs were supported by the many gambling operators who paid off Seattle police and prosecutors under the "tolerance system" that I wrote about here: google.com/amp/s/25iq.com…
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Tren Griffin
@trengriffin
"NBC is removing ‘The Office’ from Netflix at the end of 2020 and putting it on its new streaming service [since the telemetry about customer consumption of its content is so valuable]." The first rule: own the data about customers. The second rule: don't forget the first rule.
A businesses can't properly manage the value of a subscriber without telemetry. Otherwise the provider is flying blind vs competitors. Managing a subscriber relationship is an art informed by data science. One or more of the horses can kill you. abovethecrowd.com/2012/09/04/the…
Managing a subscription relationships isn't like greenlighting a movie that may win an award. The relationship with the subscriber is ongoing and churn (which often has nonlinear impact) is a constant threat. The business with better data science *and* great artists has an edge.
Read 3 tweets
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Tren Griffin
@trengriffin
In Harry Stebbings' podcast Gurley talks about the role of luck in career outcomes. On the same day in the early 1990s an investor friend named Michael Larson introduced me to Gurley and Mauboussin and encouraged me to focus my curiosity on the work of Benoit Mandelbrot. Luck!
Gurley perfectly describes what happened from 1987 to the end of the Internet and telecom bubbles. Risk assumed was ratcheted up slowly like a frog in a proverbial pot of hot water over a period of years. But when risk aversion unpredictability appeared, it was shockingly sudden!
If you lived though the bubbles and believe you can time when risk avoidance appears you weren't paying attention. Stock market timers have in many cases been predicting the cycle would change for years (the tweets are still there to see). They'll be right someday once in a row.
Read 3 tweets
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Tren Griffin
@trengriffin
I was in a board meeting last evening that made me think about when I heard Peter Fenton say that the most effective way to learn to be a board member is to watch great ones in real board meetings. I listened to this podcast on the way home that talks about board member skills.
Peter Fenton's podcast that I was referring to is: thetwentyminutevc.com/peterfenton/ Peter's point about the importance of being prepared and doing the reading in advance so the actual meeting can be a discussion is totally on the mark. Gurley's podcast is a must listen on many points.
My blog post on being the best board member you can be is: google.com/amp/s/25iq.com… The process of learning to become an effective board member is an apprenticeship. Being the chair of a board committee (eg, compensation or audit) is something I plan to write about eventually.
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Values, believing, independent thinking, teamwork
@Bruno_Brunelli
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Such contradictions reflect significant measurement discrepancies which, in India's case, could be on the order of hundreds of millions of people.
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Vikram Waman Karve
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Cooking Capsicum Sabzi - Step 1 - Fry the Capsicum
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Naveed Jamali
@NaveedAJamali
#Seattle won’t plow or treat residential streets — makes it hard for teachers, first responders, small businesses workers and elderly and disabled residents to get around. This isn’t acceptable for a city with the 11th largest economy.
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Naveed Jamali
@NaveedAJamali
#seattle I’ll be speaking at the #SaveMueller rally tonight. I’ll be w @RepJayapal @SenatorCantwell and @MayorJenny. Fight. Resist. #NotAboveTheLaw
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Small crowd gathering. Excitement building!!
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Naveed Jamali
@NaveedAJamali
#seattle enough is enough. These “activists” have become nothing more then the BlackWater of homelessness. They don’t want to fix the problem, they want heads in beds to keep charging the city. seattletimes.com/seattle-news/h…
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Brian Stout
@CitizenStout
We all would do well to sit with Robin DiAngelo's #WhiteFragility and absorb sentences like this: “I believe that white progressives cause the most daily damage to people of color.” Great piece @xwaldie for @NewYorker. newyorker.com/books/page-tur…
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