If I have learned anything as founder & CEO over last 3 years it's this: the idea & the strategy matters.
The strategy matters way more than people think.
I have seen so many companies in this space flounder early momentum because they got strategy wrong.
A coherent, long-term strategy can help you build a better team, get customers that are truly aligned to your vision, and help make hundreds of small decisions.
Nov 21, 2020 • 5 tweets • 1 min read
The Alt Story of a Cap Table:
How CRV 100x it’s money while SoftBank barely 3x it.
The focus on % ownership at exit makes is seem like people with smaller stakes were somehow less clever.
And I get the whole carry thing.
But carry is on return across then fund. Analyzing winners is not the ideal way to think about it.
Dec 31, 2018 • 7 tweets • 2 min read
NONE of the advice given to founders and the aspiring by certain incubator types and advisors works for people who come from non-privileged backgrounds.
“Be more of yourself and kick ass” only works when that matches the stereotype of a successful elite college kid.
When you make it to where these people started from, the advice works.
Nov 16, 2018 • 10 tweets • 2 min read
Thomas Kurian is one of the most astute strategists in enterprise today. Congrats to Google for hiring him.
Over 9 years of working for him before going to the other cloud company (Salesforce), here is what I learned from him:
1: Buying the right startup at the right time is the single biggest leverage a software executive can have at a big company. M&A drives 90% of value creation.
Jan 26, 2018 • 7 tweets • 2 min read
Contrarian Bet: Invest in startups that are building a centralized app
for the best blockchain startup ideas.
Property records, trading data, health records, identity systems, payments, remittances - do it all on an RDBMS.
2: @Nouriel says
