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Anand Sanwal Profile picture
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11 Dec, 8 tweets, 4 min read
Language patterns on earnings calls are very interesting

This qtr has already seen a record # of mentions of "transitory"

Why does this happen?

- they all use the same corp comms consultants?
- a CEO cabal determines what word everyone must use?

Why?!!
app.cbinsights.com/top-search/0nd… Image
CEOs always see lots of headwinds

But we did just hit a 5 year high for headwinds

Gotta manage those expectations!!! Image
They see tailwinds about 1/2 as much

Although tailwind talk has climbed bigly

Imagine the lack of tailwinds is because great performance is not due to market forces but instead a function of managerial genius

app.cbinsights.com/top-search/chw… Image
Also nice to see the analysts are back to congratulating execs of the companies they analyze (gotta play nice with future employers)

After a Covid-induced trough of despair, analysts are back to saying "great quarter guys" at above pre-pandemic levels

app.cbinsights.com/top-search/av2… Image
"Supply chain" absolutely on 🔥 on earnings calls

~16,800 mentions this quarter

app.cbinsights.com/top-search/4ai… Image
And finally, the "great resignation" has entered the building

If you got other terms you're interested in, drop them in here and I'll try to run them

app.cbinsights.com/top-search/mge… Image
Public company execs are all about the "metaverse" now

BTW, who (besides Meta) will be the first company to host their earnings call in the metaverse?

My money is on Roblox or Unity

app.cbinsights.com/top-search/hmz… Image
breaking news: "synergies" are on the way out

i repeat, do not use the word synergies

app.cbinsights.com/top-search/hmz… Image

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More from @asanwal

Anand Sanwal Profile picture
12 Dec
Your startup has more than 5 people

Here's 18 things you can do in 2022 to screw it up

Want your startup to end 2022 weaker than when you started?

Follow these tips

🧵 (ya, I know)
1/ Keep the high-performing asshole on your team

You've got a small team
1 of them is an epic jerk
But he's really good at his job

Don't worry

He'll get better. And he's just that important. Keep him.

Plus, your other teammates don't have other options in this job market
2/ Don't hire anyone unless they've worked at name brand company or went to a top tier school

There is no good talent anywhere else

Focus exclusively on pedigreed folks

These people will ensure your startup is successful
Read 19 tweets
Anand Sanwal Profile picture
6 Oct
Q: How have the valuations of the largest financial services firms fared over the last 3 years?

A: Not great (data below)

We're seeing a dramatic changing of the guard in financial services

It was happening gradually

Now, it's happening suddenly

Here's why
2/ First, a framework to evaluate this through courtesy of Ernest Hemingway in The Sun Also Rises where he asks

"How did you go bankrupt?" Image
3/ The answer

"To ways...Gradually and then suddenly"

This is the creative destruction we're seeing in financial services right now Image
Read 37 tweets
Anand Sanwal Profile picture
19 Sep
B2B marketplaces are going to be big

$2.3B invested in them since 2019

But there is not a ton written about them

So here's a summary of my favorite articles, podcasts & principles on B2B marketplaces

🧵
2/ This by the team @BessemerVP is a great starting point

They discuss

1. What's changed that makes B2B marketplaces possible today
2. The qualities of successful B2B marketplaces
3. B2B marketplace models esp for high-friction goods

bvp.com/atlas/b2b-mark…
3/ This by @onecaseman is particularly relevant to many B2B marketplaces

He digs into into 4 strategies for how to thrive in low frequency marketplaces.

Examples are more consumer but the principles likely hold for B2B

caseyaccidental.com/low-frequency-…
Read 21 tweets
Anand Sanwal Profile picture
8 Sep
Your startup wants to get into @CBinsights research and in front of tech buyers, investors, acquirers?

You can now brief our analysts

100% free

Tell us about the cool isht you're building, the problems you're solving and where you're going

Step 1 👉🏾cbinsights.iad1.qualtrics.com/jfe/form/SV_eW…
Alright, some tips on what a good @CBinsights analyst briefing looks like

Do NOT have your PR firm do the briefing. PR firms should tell clients but won't lead them

We don't do briefings w/ PR firms
3/ Marketing, product, sales, or founders should lead or be involved in briefings (stage-dependent)

You should understand the market, roadmap, competition, pricing, client pain points & value your technology delivers
Read 18 tweets
Anand Sanwal Profile picture
8 Jul
The VC data bible is out

Our Q2 2021 Venture Report is out and it's 190 pages of data on global venture + Asia, LatAm, Europe and US trends

cbinsights.com/research/repor…

Some key takeaways 👇
2/ 136 new unicorns

in 1 quarter!!!

An absolutely gigantic quarter for unicorn births

Aren't unicorns supposed to be rare?

Quick - someone come up with a new name Image
3/ $156.2B invested in the quarter

The biggest quarter for VC in the history of the universe

Yes - let the bubble takes begin

BTW, I think all those takes are wrong Image
Read 30 tweets
Anand Sanwal Profile picture
14 Mar
Have talked to 7 technology startups this year who believe they have interesting data that could be licensed / sold

They see what @CBinsights does and reach out

I enjoy these convos cuz I get to learn about new spaces, datasets, etc and meet smart people

Here's my $.02 on this
First, for all these cos, the data is "exhaust" they have which their core business creates

So the data biz would be a side hustle vs the core business

The ? usually centers on "how to think about monetization"

I think that's the wrong question to start with
3/ The first ?s should be:

1. Is the data truly valuable?
2. If yes, are there lots of potential clients?

on #1 - Valuable data is predictive, gives you actionable guidance on decisions, makes you money or saves you a isht-ton of time.

A lot of folks have 'nice-to-have' data
Read 13 tweets

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