Telling your story as crisply as possible is always correlated with success. Great marketing is a multiplier on substance.

I realize I have a huge bias for substance first. The craziest thing is that marketing when it is good enough can raise enough money to build it later.
Jobs without Woz might have made it without Woz, but the combination made Apple at the right time in a fast growing market. And in a crowded market that mattered!
But a Woz can learn or find a Jobs from the side of substance and what they must do is learn how to tell the story with conviction and crisply. I’ve seen it done. It is possible.
Most strangely I now concede a slick enough marketing/sales founder who can raise a lot of money and hire/manage well (or even hire people who can hire/manage well) can still HIRE the Woz and make a dominant company.

This was not what I believed ten years ago but I know it now.
Are you a Jobs or a Woz? Or are you both? How has this dichotomy played out for you in your startup and career?

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More from @garrytan

22 Jun
My family history and the trauma across generations reaches deeply into my own life. What hurts you the most also can make you, but only if you can overcome the pain.

I talk about it here with @justinkan

In which we talk about

I grew up at times poor and food insecure, the child of Chinese Immigrants making their way who not always were able to make ends meet, because of language or alcohol addiction
I was berated for a B on a test but if I got a B on a report card I got a punch to the face. Realizing that shouldn’t happen to a child.

And how that translated into a strong overwhelming superego that powered my own inner monologue
Read 5 tweets
22 Jun
When someone questions the judgment of impractical idealists like Chesa Boudin or Alison Collins, there is an almost cult-like backlash to their critics.

The more I spend time looking deep at these issues, the more clear it is the baizuo 白左 are wrong

adammayer.substack.com/p/the-toxic-pr…
There is an Asian American response though, and it looks like this

"It is not inconsistent to have compassion for folks in distressing life situations while simultaneously protecting the public from actual physical harm they may cause to someone else."
Read 7 tweets
10 Jun
Do you know this person in the red glasses? He stole signed petitions with voter info and impeded an open democratic process to recall the SF School Board.
@recallsfboe

The SFPD has an active investigation and needs your help. Please contact SFPD with his name.
Apparently quite a few far left Bay Area elected and appointed officials associate with this person with the red glasses.
Hard to know for certain if this is the person, but Internet folks tracked down this public Facebook album from July 2019 facebook.com/media/set/?van…

Future DA Chesa Boudin was there. So was Allison Collins, who is being recalled now.

Mr Red Glasses are in about 20 out of 130 pics
Read 5 tweets
29 May
Vox, among the most anti-technology publications now

Starlink is opening up the world to access to the Internet, connecting billions and making more of the planet connected, but the sky NIMBYs are upset
I suppose in their defense a more reasonable headline saying “The night sky is being changed by Starlink and is it worth it?” won’t get the clicks, so

DYSTOPIA IT IS
I’m torn since Vox does do good work on explainers and helping people understand the world.

But I wish there was more of a moderating force in editorial decisions because things have been pushed to such extremes the past few years.
Read 4 tweets
21 May
I sat down with Mary Jung, one of the main organizers of the democratic recall of Chesa Boudin.

The key takeaway: Criminal justice reform is necessary, but unsafe streets are not. We must recall the SF DA.

Join me in volunteering and donating today

safersfwithoutboudin.com
Fact: Less than 45% of SF voters had selected Chesa Boudin in ranked choice voting. He does not and has never had a mandate to do what he is doing to our community.

We wanted criminal justice reform. We never chose unsafe streets in this way.
Fact: Chesa Boudin filed charges in only 13 of 131 felony domestic violence cases in Q4 2020.

He is not doing his job crime, and that means perpetrators get away without any attempt for rehabilitation. This is a disservice to innocent victims and tells people crime is OK.
Read 5 tweets
19 May
Super founders who build successful Unicorns often had years prior experience as a founder from a small exit or failure previously

Practice makes perfect

techcrunch.com/2021/05/18/sup…
This mirrors my experience funding a dozen Unicorns in my 9 years so far as a VC

One thing unique to Initialized though: If you give founder’s more time and they are earnest builders who keep going...

In year 4 or 5 they sometimes find product market fit and skip the fail!
So sometimes what is in short supply is having investors who will support a founder far beyond the lotto scratcher period

When everyone says abandon your losers, that’s when I call bullshit

Founders are not a “shot on goal” they are people and Rome is not built in a day
Read 4 tweets

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