Kaitlyn Profile picture
28 Nov, 7 tweets, 2 min read
core dump: 
We have the accumulated knowledge of humanity literally in a portable device at our fingertips 

-A & B (continued)
A.) It use to be that mere access to data gave you a HUGE competitive advantage.  Now everyone has access ,  you need to be able to filter what is important and what is just noise.   The biggest barrier is not not having enough information to make a decision, but having so
much that you can’t make sense of it.  

B.) And yet some people still end up in my twitch chat angry at my existence and apparently unable to Find something they actually want to watch.  Literally all of human knowledge, arts and entertainment in their hands, and
they choose to be salty 🤣

Why do they do it?  The feeling of conflict and drama and feeling like they are fighting a “battle” is what they plug into their lives to distract them from the fact that they aren’t fighting any real battles, or they feel they lack efficacy in the
battles they are fighting - so they would rather be angry in my chat just to feel something at all.

They probably could make a dent in their problems and goals if they only realized… no one does it overnight.  It takes years to be an overnight success.  Day by day your
progress is immeasurably small, but do it for 365 days or 1000 days and people will be looking at you in wonderment and thinking you’re some kind of genius. That kind of consistency isn’t easy, but the results are dependable.  It’s the best odds that most of us get.
A journey of a thousand miles starts with one-

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More from @wildkait

30 Nov
Every incremental person @YouTubeGaming takes increases the value of the remaining big twitch streamers. The pillars of twitch.

The negotiating leverage @REALMizkif , @Sykkuno @xQc @hasanthehun wield just increased, its like a high stakes game of creator musical chairs.
Twitch internally prob has a different perspective. They probably think the platform is where the lion share or value resides, to continue with the musical chairs analogy, the value accrues to the seats rather than the person sitting in it.

Netflix is an analog. Netflix shows
That they can license super popular content (friends, the office, etc), distribute it to their viewers then drop that content when it comes time to negotiate. Reed Hastings at Netflix uses view time as a kpi (quipping that netflix competes with video games and sleep) and it’s
Read 10 tweets
29 Nov
I bought Bitcoin at between $6,000 and $9,000 during 2020 at the urging of a well informed first who works at one of these Web 3.0 companies.

I didn’t really buy it as a speculation, it was a crude inflation hedge on the thesis that it was essentially digital gold. I keep a
Rolling and sizable cash position since I have pledged commitments to fund private equity and Real Estate PE investments so the amount I keep liquid can “seem” irresponsible (opposite of most people who have too little cash for emergencies). The solution was to hold 5% in BTC
First is suppose to be “friend”
Read 11 tweets
27 Nov
People refer to me as smart or a “ruthless biz woman” but I’ve never felt smart. I just feel like In each given scenario I’m doing the most logical / rational thing. To supplement/ make up for the imposter syndrome feeling I drive myself to work harder and harder. And then
Somewhere In that fog of war something magical happens. Pattern recognition kicks in, and when you think about and around a subject long enough you start to develop a proficiency with it (businessinsider.com/malcolm-gladwe…). You start
To succeed and then you find yourself becoming less resource constrained, then if you successfully solve for your “pain points” and allocate said resources to help you scale / delegate as much as you can you start to compound your advantage. People underestimate how far you
Read 8 tweets
25 Nov
Most people overestimate what they can do in one year and underestimate what they can do in ten years.
I feel like people still don’t get that I’m pursuing an endowment like model for my animal shelter - most orgs fund as they going, which means they have to keep raising money to continue as a going concern

One of my favorite open roaming / non kennel kept dog shelters ran
Into problems during COVID when their traditional form of financing / raising money (through events and fund drives) ran into problems due to restrictions on gatherings. And they had low visibility online presence.

I have a hunch my online popularity is also fleeting so it
Read 9 tweets
20 Aug
0nly Fans… most everyone being loud about this are getting the story wrong, a thread:

A lot of people are hung up about the head fakes and 0F scares of the preceding months and discounting this current reporting. Where there’s smoke there’s a 🔥.

Underneath the surface there
Is an eternal struggle between payment processors and legacy banking on one side, and sexy content and SWers on the other.

Anyone who thinks any potential shift in policy is solely up to only fans volition is dumb or selling you something. No beef with the fanhouse folks but
Their take is in part an attempt at differentiation + to build goodwill since if the initial reporting is true, they just lost a huge point of differentiation.

0F did 1.2 BILLION in free cash flow (in short money net of costs and expenses) the belief they are “pivoting” to
Read 13 tweets
28 Jun
I made a bet 1 years ago that Facebook would soon be a $trillion company despite regulatory troubles, FTC dismissed the suit, and fb crossed 1T same day ….. how you like dem apples @yDonateTwitch

Also when @pokimanelol tweeted about “which stonk to buy” I pitched $FB ImageImageImage
In before someone comes in and says “but so and so company did better”

The point was I picked a company I could actually understand that greatly outperformed indexing (+28% over the same period). Facebook was up 85%, and is still arguably “cheap” today (not advice)
Like, yea I’ll take my 61% annualized returns tyvm
Read 5 tweets

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