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Feb 2 • 4 tweets • 2 min read
"Starlink Premium users can expect download speeds of 150-500 Mbps and latency of 20-40ms, enabling high throughput connectivity for small offices, storefronts, and super users across the globe" starlink.com/premium
This is a new Starlink service apparently aimed at non-residential customers.
Mobile capacity management is harder.

"The first premium deliveries will begin second quarter. Unlike the standard product, which only guarantees service at a specific service address, SpaceX says Starlink Premium is capable of connecting from anywhere." cnbc.com/amp/2022/02/02…
This appears to be an ability to move a Starlink ground terminal to a new fixed location. There is no indication that it can be used on the move.

If a ground terminal is moved it would need to have unallocated capacity in a cell or have a priority that can degrade other users.

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More from @trengriffin

Tren Griffin Profile picture
Feb 3
1/ Informing a reader by telling stories is the approach taken in this new book on venture capital. It's is easier to convey an idea like:

"Venture capital is not even a home-run business. It's a grand-slam business." Bill Gurley

if you tell a story. amazon.com/Power-Law-Vent…
2/ Free book excerpt at: penguinrandomhouse.com/books/580120/t…

"Most people think improbable ideas are unimportant, but the only thing that's important is something that's improbable."

Don't pitch an incremental category that is: "one sheet of toilet paper, not two." penguinrandomhouse.com/books/580120/t…
3/ A recent example of how stories work as a teaching tool is Morgan Housel's book The Psychology of Money. The huge sales of Morgan's book are an example of a power law at work. He wrote a grand slam. If you want more readers or viewers, tell more stories.infiniteloops.libsyn.com/tren-griffin-w… Image
Read 4 tweets
Tren Griffin Profile picture
Jan 31
Do food delivery companies that spend this much on customer acquisition have issues around product/market fit? Or are they trying to acquire scale economies and benefit from a positive feedback loop?

Subsidized goods or services aren't COGS, but instead are in-kind CAC.
Andy Rachleff: “You know you have product/market fit if your product grows exponentially with no marketing. That is only possible if you have huge word of mouth. Word of mouth is only possible if you have delighted your customer.”
Until a delivery business establishes superior liquidity, it is vulnerable. Part of liquidity is more delivery people available which is a function of more transaction volume. Density of transactions can generate positive feedback. You're at the mercy of your stupidest competitor
Read 4 tweets
Tren Griffin Profile picture
Jan 31
1/ Brian Arthur: "Complexity economics sees the economy as not necessarily in equilibrium, its decision makers (or agents) as not super-rational, the problems they face as not necessarily well-defined and the economy not as a perfectly humming machine."
nature.com/articles/s4225…
2/ "Complexity economics assumes that agents differ and that they have imperfect information about other agents. The resulting outcome may not be in equilibrium and may display patterns and emergent phenomena not visible to equilibrium analysis." nature.com/articles/s4225…
3/ "Because assumptions are a widening of the neoclassical ones, complexity economics is neither a special case of equilibrium economics nor an addition to it. Complexity economics sees the economy not as mechanistic, static, timeless and perfect but as organically."
Read 4 tweets
Tren Griffin Profile picture
Jan 30
1/ "In the '73, '74 downturn, Rick Guerin was levered with margin loans. And the stock market went down almost 70% in those two years, and so he got margin calls out the yin-yang, and he sold his Berkshire at under $40 because he was levered." finance.yahoo.com/news/case-stud…
2/ "We got drubbed by the 1973 to 1974 crash, not in terms of true underlying value, but by quoted market value, as our publicly traded securities had to be marked down to below half of what they were really worth,’’ said Munger.
3/ "In 1974 and 1975, as confident as Buffett was, projecting out his future wealth from currently depressed point A to future point B, there were almost certainly times that a bit of fear rose in his throat too." Seth Klarman barrons.com/articles/SB918…
Read 4 tweets
Tren Griffin Profile picture
Jan 29
Someone suggested I do this:

My 93-year-old father just gave me permission to reveal a Griffin family secret: You create incredible value without any monetary cost, by being kind to people, being trustworthy, showing up for causes you believe in and standing up for what's right.
2/ "People ask me about differences between now and the internet bubble. If you weren't there it may seem hard to believe, but there is relatively less FOMO now than there was 1999. There is more money now with nowhere else to go than in 1999." August 2021
3/ It's rough out there. I have found comfort in companies that generate absolute dollar free cash flow at times like these. The actual dollar amount. Some stocks have a lot of free cash and some don't. November 23, 2021
Read 5 tweets
Tren Griffin Profile picture
Jan 29
1/ Capital allocation is not just the number one job of an investor but of anyone involved in any business. This is why a Michael Mauboussin essay is both a business mint and an investing mint. If Mentos is "the fresh maker" a Mauboussin essay is "the free cash flow maker." 😉
2/ "The net present value (NPV) test is a simple, appropriate, and classic way to determine whether management is living up to this responsibility. Passing the NPV test means that $1 invested in the business is worth more than $1 in the market." Mauboussin 25iq.com/2015/10/03/a-d…
3/ An operator of a business who punts on doing an NPV analysis because it is "too uncertain" isn't much of an operator. Pretending doesn't work. For example, charting or technical analysis isn't wise (or sane). Clayton Christensen on the right metric: deseret.com/platform/amp/2… Image
Read 6 tweets

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