A meta-threads of my top threads (that will make you smarter) sprinkled in with memes (that will make you dumber)🧵
2/ The time Bezos and Musk had dinner to talk space

3/ How Steve Jobs used Picasso to teach product at Apple

5/ The "public narrative" speechwriting technique

9/ How Andrew Lo created a new biotech funding model

10/ Greatest investments ever (min $1B gain)

12/ Putting historical dates into perspective

14/ The quirk in Steve Ballmer's contract that gave him 8% of Microsoft

17/ The secret sauce behind Masterclass' success

20/ A breakdown of Brex's incredible OOH billboard campaign

21/ How Ted Lasso makes you like the main character in 157 seconds

25/ How Greensill Capital went from a $40B IPO to $0

26/ Meet Agora, the tech behind Clubhouse

27/ Not a thread, but that time @sarahcpr tweeted out my article on her path to success

29/ A breakdown of another Musk / Bezos meeting (with transcripts)
30/ Tupac's creative explosion in the year before he died
31/ Glorious backstory behind America’s fastest growing vodka
32/ The Hero's Journey as told by a scene-by-scene analysis of The Matrix and Star Wars

• • •

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More from @TrungTPhan

4 May
1/ A Redditor who runs in high net worth circles writes on the "gradations of rich".

He explains in minute detail the difference between being worth $10m+ and $1B+.

It' a doozy 🧵
2/ As background: the Redditor says while he's not super rich himself, he counts 8 billionaires as close friends.

He says there are 4 major breaking points of "rich:

◽ $10m-$30m
◽ $30m-$100m
◽ $100m-$1B
◽ $1B+
3/ At $10m to $30m

◽Needs met
◽Fly 1st class
◽Very nice house
◽Live 4/5 star life anywhere
◽ You can surive a financial disaster
◽At lower end, you still have to be "prudent"
◽Business stress remains (never goes away)
◽Banks don't classify you as ultra high net worth
Read 8 tweets
2 May
How does Apple do M&A deals?
Previously wrote on why Apple didn't buy Tesla
Here's a fascinating breakdown on Apple's M&A strategy from 2000-2016.

All of its deals were hyper-focused on powering the platforms: from MacOS to iOS
Read 5 tweets
1 May
In 1958, Warren Buffett spent $31,500 to buy a modest home (where he still lives).

If he slept in the street and put all that money into Berkshire Hathaway — when he fully took it over in 1964 — it would now be worth $882,000,000.

Lesson: Don’t buy real estate.
Could someone good at math tell me what a 2,810,526% gain on $31,500 actually is?
Read 4 tweets
1 May
One of the most interesting leaked Sony emails from 2014: Snap CEO Evan Spiegel and Sony CEO Michael Lyndon.

Spiegel was only 23yo, writing crazy insightful notes on markets and valuation: ImageImageImageImage
Some backstory on Spiegel turning down Zuck’s $3B+ offer ( $SNAP is a $94B company today): ImageImage
Links

Turning down Zuck: bizjournals.com/bizjournals/ne…

Markets & Valuation: businessinsider.com/snapchat-ceo-e…
Read 5 tweets
1 May
This late-90s video of Steve Ballmer explaining how Marc Andreessen and Netscape beat Microsoft to market is hysterical
PS: Here’s a story of how Ballmer got crazy Microsoft equity
Telling my grandkids this was Bill Belichek
Read 5 tweets
30 Apr
uh oh, fadeaway phan is back
@ShotMechanics , pls fix
this one for @RampCapitalLLC: NBA line
Read 5 tweets

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