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Frederik 'Neckar'

@NeckarValue

8 Jun

“It’s your job [as a businessperson] to think almost anthropologically about humanity and say, ‘What would be in their best interest?’ And then try to get there first, and know that eventually they’ll learn what you have is worth their while.” Craig McCaw

“You learn and you see an opportunity - a gap between what is and what should be. If one thinks in anthropological terms, if you go towards what should be, then eventually things will get there and you just have to work out the timing.

With cellular telephony, in particular, we saw an enormous gap between what was and what should be. [The fixed phone system] makes absolutely no sense. It is machines dominating human beings.

Read 4 tweets

Frederik 'Neckar'

@NeckarValue

7 Jun

https://twitter.com/NeckarValue/status/1401686429848190977

Should have remembered Bezos on decision-making:

"most decisions are changeable, reversible – they’re two-way doors. You don’t have to live with the consequences for that long. Type 2 decisions can and should be made quickly"

https://twitter.com/NeckarValue/status/1401686429848190977

https://twitter.com/DAG_Investments/status/1401688140805545987

“Most decisions should be made with somewhere around 70% of the information you wish you had. If you wait for 90%, in most cases, you’re probably being slow."

https://twitter.com/DAG_Investments/status/1401688140805545987

I often struggle knowing my own preferences. Favorite movie? Food? I hate those and have difficulty finding an answer.

This reduces the chance of short-term interpersonal friction ("You decide, I'm fine either way") and turns decisions into torture.

Read 4 tweets

Frederik 'Neckar'

@NeckarValue

27 May

"The 11 Laws of Showrunning"
Found so much wisdom and quotes in this essay by a television writer and producer - on ego, managing people, communication, creativity.

"These may be the only Laws not only optional, but tangential to the commonly accepted definition of success."

A TV show as a startup.

An inventor (writer) had an idea, went to a VC (studio). They took it to a retailer (network) who agreed to front money to build a prototype (pilot). Later, they decided to put the product (the "series") on their department store windows (their "air").

Hit-driven businesses

Read 17 tweets

Frederik 'Neckar'

@NeckarValue

24 May

Last Wednesday, I returned to NYC after an 8-month hiatus in Germany. I thought it would be a blast. It turned into a Feynman quote and a haze of pain.

I got lost in the most perfect eyes. Found truth, beauty, and all the agony I could bear.

“The first principle is that you must not fool yourself — and you are the easiest person to fool.” Richard Feynman

I always liked that quote. I just had no idea how true it was. How capable I really am of fooling myself. How painful the un-fooling would be.

Last summer, my life was a mess. I lost my job. Saw no way forward in my career. Decided to return to my hometown to be with family, clear my head.

I was going to leave in September. On a whim, I went on a date in early August. My best worst decision ever.

Read 21 tweets

Frederik 'Neckar'

@NeckarValue

12 May

When I got divorced, I started a strange hobby: I went to the New York Public Library to read old newspapers.

In this gorgeous ambience I dove into the lost knowledge of a century of financial markets.

Just kidding. That room belongs to J.P. Morgan’s private library (now a museum - do visit! Amazing and overwhelming old book smells!)

I was here: the NYPL's Science, Industry and Business Library (SIBL). A nondescript building across from the Empire State Building.

That’s where I spent many Saturday mornings. I guess I was looking for some lost wisdom, advice that would help me out of my rut.

I started with a simple list of famous investors and just hacked away.

Read 25 tweets

Frederik 'Neckar'

@NeckarValue

11 May

@bhorowitz

I wrote about the struggle to cultivate an abundance mindset.

“The quest to be the best turns into you not wanting anyone else to be the best. Even if you reach the pinnacle, there is no joy.” @bhorowitz

@supermugatu

Thanks to @supermugatu for clarifying a metaphor I was struggling to grasp in my piece:

Abundance is like tending a garden. You want everyone in your environment to have good soil, water, and sunlight to blossom.

Scarcity is like mining a resource. Like drilling for oil. Everyone taps one pool.

I get more, you get less.

“My straw reaches acroooss the room and starts to drink your milkshake. I drink your milkshake. I drink it up!”