Share this page!

𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
Twitter logo
10 Feb, 4 tweets, 2 min read
Zuck’s Clubhouse bio made it pretty clear they were gonna rip it off
FB team just leaving their Clubhouse plans out in the open. SMH
Paper hands Zuck already changed his Clubhouse bio. Can’t handle the heat
But seriously, if you want a steady drip of Zuck jokes (and dumb memes) in your timeline, SMASH THAT FOLLOW

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with 𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦

𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @TrungTPhan

𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
11 Feb
1/ Clubhouse is being powered by a company called Agora ( $API).

Founded in 2012, Agora aims to be the API standard for "real-time voice and video" like Stripe is for "payments" or Twilio is for "SMS".

$API is already valued @ $9B+ but has some interesting opportunities 🧵
2/ $API went public last year but its stock rocketed in the past few weeks in unison with milestone CH news:

• $100m funding @ ~$1B valuation (Jan 11)
• Elon Musk joining the platform (Feb 1)

Over the span, CH grew from under 1m users to >6m. Image
3/ CH was apparently built on $API in one week and is lining up to be an early anchor client like:

• Uber was for Twilio
• eBay was for Paypal
• Peloton is for Affirm

Read 10 tweets
𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
9 Feb
▫️Amazon will be run by a Harvard MBA
▫️Apple is run by a Duke MBA
▫️Alphabet is run by a Wharton MBA
▫️Microsoft is run by a Chicago MBA
▫️Facebook is run by someone who said “I want to F the Winklevoss twins in the ear” which is something an MBA would say

In sum: MBAs are back
counterpoint Image
When you shoot the most fire tweet but can’t got a GD retweet
Read 6 tweets
𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
8 Feb
1/ About a decade ago, MIT professor Andrew Lo lost 6 people (incl. his mother) to cancer over a 4yr span.

These losses spurred Lo to find a new financing model to cure diseases. One student used Lo's research to start a biotech firm that is now worth $8B.

Here's the story🧵
2/ First, meet @AndrewWLo.

The director of MIT's Financial Engineering lab, he has taught a generation of Wall St.'s leading quants.

He created the "Adaptive Market Hypothesis" and was a Time 100 recipient in 2012 -- the mag described him as "Charles Darwin meets Adam Smith".
3/ In studying the biotech industry, Lo discovered a "valley of death" where startups couldn't get $.

It had to do w/ the drug discovery process.

A new drug might cost $200m to make w/ a 5% chance of success. Even if success = $2B/yr for 10yrs, most investors balk at the risk.
Read 11 tweets
𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
7 Feb
17-yr old Notorious BIG free-styling 🐐
on a related note
Tupac and Biggie free-styling together.

This is incredible:
Read 6 tweets
𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
7 Feb
People have basically stopped buying sedans.

80% of vehicle purchases are now SUVs, light trucks, and minivans.
7 potential reasons why people buying fewer sedans (via @SmarterRetail) 🔥
Semi-related: this is the funniest mini-van bumper sticker I’ve ever seen.
Read 4 tweets
𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
5 Feb
1/ Amazon Prime is a huge business, with 150m+ subs and an annual revenue of $20B+.

It's a staple in our lives...but was a total leap of faith when it launched in February 2005. Incredibly, Jeff Bezos and his team created it over a 6-week sprint.

Here's the story 🧵
2/ In the mid-2000s, Amazon was far from the behemoth we know today.

Check these market caps on September 30th, 2004:

• Amazon = $17B
• Best Buy = $18B
• eBay = $61B
• Walmart = $226B
3/ The catalyst for Prime was annoyance with Amazon's existing free-shipping offer ("Super Saver Shipping").

It was too complicated:

• You had to hit a min. order of $25 (which created a complicated recommendation system)
• Then wait 8-10 days for the items (customers pissed)
Read 17 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!

Like this author's thread?

Get emails when @TrungTPhan has new unrolls!

Check out other threads from @TrungTPhan!

Read all threads by @TrungTPhan