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Kyle Harrison Profile picture
@kwharrison13
Aug 29, 2020 • 15 tweets • 9 min read • Read on X
I've had over 25 Roam Tour's in the last 3 months. Not because I'm good at using Roam, but because I'm bad at it.

I'm here to show you what a 2 / 10 can do with something as powerful as Roam. #RoamTour

loom.com/share/9303c21a…
A #RoamTour is a 30-60 minute conversation in groups ranging from 2 to 16 people (thus far)

We walk through the kinds of things I cover in the video.
But it's after the basics that the magic begins

Here are some of the moments where I get audible gasps in my Roam tours
1/ block references. They're gonna be big.

The atomic unit of Roam is blocks. Every bullet point represents an isolated nugget of truth.

Your job is to find the relationships between those nuggets.

2/ especially in-line block reference search.

When you type "((" in a block and start typing, you're literally sifting through every node in your brain.

What lost nuggets could you rediscover?

3/ Tweet drafts. Every thread I write in twitter I now first draft in Roam

Not sure why the {{character-count}} isn't a shortcut anymore but it still works; what should I be using instead @Conaw?

Image
4/ project management in Roam.

I actually first met @anbuteau through a Roam tour and was blown away by his way of creating to do lists.

5/ project management in Roam continued.

If you love Todoist or some other interface, I think you can even get the UI in your Roam. I haven't tried this yet but it's on my list. I always show off this tweet.
6/ Taking notes with podcasts. Made the solo 18 hour drive to Portland and back a transformational experience for me.

7/ notes on podcasts continued.

I'm excited to learn more about using @AirrAudio as well but @otter_ai has been awesome

8/ My trusty friend @jeremyqho and the ever beautiful Eloquent Chrome extension. It was like redesigning the front door to my brain.

9/ Just learned this one today; how to add audio recordings to Roam

Thanks @laj2100

reddit.com/r/RoamResearch…
10/ Last one. I always like to end with @RoamPublic @RoamBrain

And then I take a step into the future. Global public graphs of knowledge.

We can plug right into the roam graph for all US Case law. All equity research. Everything.

roampublic.com/directory/
And my workflow is constantly evolving. Just today during @nateliason demonstration with @TiagoForte I started rethinking my whole process for how I read and highlight articles

Remember, I'm nowhere close to a power user. The people you should really be learning from are the apostles of Roam and pouring over #RoamCult and @RoamResearch mentions.

And trusting in folks like
Just had my 33rd #RoamTour and learned an awesome new trick. Getting text in and out of @RoamResearch can sometimes be difficult because you can't get rid of the [[]] markup.

Not an issue anymore thanks to @ryanguill

roam-tools.ryanguill.com?

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More from @kwharrison13

Kyle Harrison Profile picture
Jan 25, 2023
Marc Andreessen has grown a16z from their first fund of $300M in 2009 to over $25B+ in AUM as of 2022.

His framework for understanding any business is simple. It comes down to unpacking what he calls "the onion theory of risk."

Here's what he means...
"If you’re an investor, you look at the risk around an investment
as if it’s an onion. Just like you peel an onion and remove each
layer in turn, risk in a startup investment comes in layers that
get peeled away — reduced — one by one." @pmarca

So what are the risks?
(1) Founder Risk: Does the startup have the right founding team?

A great technologist, plus someone who can run the company?

Is the technologist really all that?

Is the business person capable of running the company?
Read 14 tweets
Kyle Harrison Profile picture
Jan 20, 2023
In the last 3 years, we saw the Unicorn Club pass 1K+ "members." Many of them have:

✅ $1B+ valuations
✅ Years of runway (maybe)
✅ <$100M revenue

But a lot of VCs are predicting that 50%+ of those companies could fail. Here are the most likely reasons why… Image
The first important reality is that for most of these companies, any valuation mark from 2020 - 2021 aren't just one of many data points. They're IRRELEVANT data points.

In the words of @bgurley, "forget those prices happened."

There are countless reasons a company can die, but here are some of the most threatening as we adjust to the "new normal"

(1) Misunderstanding investor expectations
(2) Avoiding down rounds
(3) Unwilling to control burn
(4) Uncomfortable with layoffs

Let's dig in...
Read 35 tweets
Kyle Harrison Profile picture
Nov 21, 2022
Yesterday, Disney announced that Bob Iger was returning as the company's CEO, and people loved it (including me).

He was previously the CEO from 2005 to 2020, adding $150B+ to Disney's market cap.

Here's what he accomplished, and why people are excited...
Bob Iger joined Disney, after the acquisition of ABC, where he was previously the President of the company.

He quickly rose through the ranks, and became the COO under Michael Eisner.

A lot of people felt Eisner had led them off a cliff and started a "Save Disney" campaign
Part of that search was looking for a CEO, and Bob Iger became the logical choice and stepped into the CEO role in September 2005.

In his tenure, Bob Iger was the king of M&A, and largely responsible for the powerhouse that Disney is today across the properties they own.
Read 18 tweets
Kyle Harrison Profile picture
Nov 20, 2022
In just the last 2 months Contrary Research has published 20K+ words in deep dives

- Data infra & $SNOW vs DB
- Evolution of DevOps
- Cybersecurity primer

Check out our reports below 👇

We’ve got a lot of exciting topics planned. What other deep dives should we do?
Clash of the data titans. This will be a battle to watch for the next decade at least!

research.contrary.com/reports/databr…
The future of software is the future of DevOps. How we build software is going to change radically.

research.contrary.com/reports/evolut…
Read 5 tweets
Kyle Harrison Profile picture
Nov 15, 2022
The biggest difference between a $50B company and a $1B company is the ability to own more of your addressable universe.

You either die a point solution, or you live long enough to become a platform.

Snowflake, Datadog, Crowdstrike

Here’s how some of the best platforms do it…
First, a few caveats

Point solutions aren’t always bad businesses (Thinkcell, Calendly)

And most startups start as point solutions. Evaluating a Series A company on whether it’s a platform is usually kind of stupid

The question is: what is the path to becoming a platform?
So what are the common characteristics of companies that become massive platforms?

Here's a few that I've observed...

1. Nailing The Initial Wedge
2. Building a Multi-Product Org
3. Land and Expand
4. Ridiculous Ambition
Read 28 tweets
Kyle Harrison Profile picture
Nov 8, 2022
Opendoor has $8B in revenue. Their market cap has dropped from $19B at their peak to $1B today

Bird dropped from $2.4B to $115M

Twilio has ~$3.6B in revenue; they dropped from $70B to ~$8B

Here's why gross margins can kill a business... Image
First, it's important to note that (1) these are dramatically different businesses, and (2) they have plenty of moving parts to their business beyond gross margin.

But across the board, low gross margins do you no favors.

They eat away at your ability to ever generate profit
The more expensive it is to generate your revenue, the less wiggle room you have to fund the operational complexity behind growing that revenue.

COGS can come from things like inventory costs, carrier costs, or charging costs.
Read 23 tweets

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