Including gas savings but not additional insurance cost in the advertised price is wild. I got an auto insurance quote for 60% more from GEICO for used Model Y vs. used Grand Cherokee at same purchase price.
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I have accepted the fact we live in the best place for our family's day-to-day. And if we want to do anything else we get on a plane.
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The full quote is worth a read. For anyone else wondering, it's from the Daily Journal Annual Meeting Feb 16 2022.
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San Francisco SFH in the Marina sold Dec 2 for 8% less than it did in September 2019 and 20% less than asking price in April. Good indication of where we are.
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@paleofuture @peterwsinger @pmarca
Theaters pulled movie to avoid liability.
denverpost.com/news/ci_26346…
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Shantanu Narayen as well. Zero mainstream awareness. And an incredible run with the # 2 software company. Both Satya and Shantanu went to Hyderabad Public School.
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You’ll look like a Tarrytown mom with a Range Rover. How about an Alpina XB7? I’ve only seen one on the road in Austin.
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Invest Like the Best and Business Breakdowns as long as you filter through “everyone is selling their book”
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Bufalina is the best and haven’t had a close second. It reopened an East side location last week.
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Backstory therealdeal.com/sanfrancisco…
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The number 1 reason DTC advertisers avoid programmatic is that it’s not viable on iOS due to ITP. And iOS is where the DTC buyers are.
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You wouldn't think so. But household debt as percentage of gross disposable income is lower in the US than nearly anywhere in the world.
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The individual AGI limit for EV credit eligibility is $150k. But MSRP limit $80k. By policy the US Gov't endorses spending ~50% of income on an EV 🤔
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No dog in this fight. Sharing my experience of researching an investment in a well known ReTwit sponsor’s deal in early 2022. After receiving the offering memo I requested the pro forma. Sponsor declined to share it. I asked a wealth advisor to review the offering memo.
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A fund-raising startup without an @angellist profile is like a job-hunting person without a LinkedIn profile cc @naval @davemcclure
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Europe ARPU is already 70% less than US & Canada, but still $5.8B in the most recent quarter. A 25% revenue impact in Europe is about ($6B) annually. On top of ($10-20B) from ATT.
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@joshconstine @benedictevans Mobile gaming companies will make $25B of revenue in 2014. FB app install ads are key.
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@BenedictEvans Games are driving prob half of app install revenue for FB. That's all tightly managed ROI/LTV spend.
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As @scottbelsky likes to say “the devil is in the default” wsj.com/articles/tipping-poi…
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Gordian is a longevity biotech founded by my good friend @leportfr. He and his cofounder invented a way to accelerate drug discovery at scale. They shared publicly about the platform for the first time.
Shouldn’t aging be part of drug discovery for diseases of aging? gordian.bio/blog/introducing…
Gordian exists to move therapeutic testing from plastic wells and young mice into a living environment with all the complexity present in patients with age-related disease.
We’re now sharing results showing how pooled in vivo screening can make highly accurate physiological predictions and find novel treatments for diseases of aging 🧵1/15
ALT An image of an older couple with their grandchild superimposed over an image of a person lying in a hospital bed
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Another great post by @GrowthHackers_: Launch of Poke app by Facebook accelerated SnapChat growth j.mp/1asPl8h cc @BenedictEvans
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There's value in being the default solution for startups and influential founders. It helps upmarket too: enterprise execs want to emulate startups. It's common to lose focus on serving startups with the move upmarket. And special companies can do both well.
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Google more than doubled its number of employees from 2016 (72k) to 2022 (156k). If the top priority is to avoid layoffs at all costs, it would hire fewer people. Not a better outcome for workers.
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The “make rent affordable by making sure nobody wants to be a landlord” strategy is paying off
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Cmon Bucco. Only 50% of those markets are “tech heavy”. Phoenix and Austin inventory is from tons of building. SF + Seattle is tech + bad government.
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.@davemcclure to unsexy startups: "I am your father" RT @paulsingh: Forget Sexy, Startups Today Disrupt The Mundane readwrite.com/2013/05/29/for…
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Similar for performance marketers. Don't necessarily need to know how to use SQL but must be able to do sophisticated spreadsheet analysis of raw data at a minimum. Surprising how many do not.
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I rented in that building at one point. It’s a nice building with a doorman close to downtown offices. I walked to work. The original builder keeps an office in the building, and he still owned a number of units at the time. He also built Yerba Buena Lofts.
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@fishmanaf has a great post on the topic. He reaches a similar conclusion: Growth without the hacking is good fishmanafnewsletter.com/p/ho…
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An "astonishing" number of things worked for email in 2008 Obama campaigns but didn't work in 2012 campaign #mktg13
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You can’t exclude ADBE’s acquisitions. It acquired Photoshop, InDesign, and the entire DX business (size of ADSK). It invented Acrobat, PDF, Illustrator. The rest is M&A and GTM mastery.
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It might indicate something about the candidates if they are willing to say categorically negative things in the interview process. It’s curious how the cultural and management problems are always attributed to other people.
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After spending billions to acquire every possible user, time spent might be the most relevant metric now. I thought I saw a time series where TikTok peaked earlier in 2022
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In Texas we pay 6.25% sales tax on the full value of the vehicle, even for a lease. You’d think only the capitalized amount should be taxable, but it’s not. It’s possible to offset sales tax with a trade-in, but sales tax creates a disincentive to lease in Texas.
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And probably no parking. It's no coincidence our luxury-pac-heights-condo-without-parking tenants are from NYC.
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We'll see if it sells. $862 psf is still rich for being a block and a half from one of the most horrific corners in SF. $1400 psf for that location never made sense.
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@pmarca @jdh @mattcutts @sama The few that exist are available to only the wealthiest. Everyone else should invest with @wealthfront.
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$972/mo HOA. Good in the sense there shouldn’t be assessments and building should be well maintained. But still a big monthly HOA number for a $1.6M place.
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.@dens jumped into the discussion of the new @Foursquare on @ProductHunt - producthunt.com/posts/the-ne…
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@rrhoover Flurry is good example that uses free mobile app analytics as way to upsell into advertising product and publishes trend data
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Not sure graduating to advisor is the problem. AUM required to be sizable business with low fees is mind blowing.
$100B AUM * 0.25% = $250M revenue
That’s why Wealthfront introduced proprietary funds (2x fees) and now individual stock trading (transaction fees).
Vanguard has $7.2T AUM after 47 years. May never be caught.
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The price differences between 2019 and 2024 are more a reflection of how irrational it was in 2019 than they are a reflection of how soft the market is in 2024.
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Yup. Austin Convention Center has $470M annual economic impact. Impact will increase to $750M after a $1.4B redevelopment reducing footprint by adding space underground. Incredibly F1 race weekend has $400M impact alone. All figures self-reported and probably overstated.
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You don't think the explicit connection to human rights is a bit much in light of its need to comply with laws in countries with different opinions about human rights?
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It wasn't long ago when the talk was about how much value VCs and their LPs missed out on post-IPO
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Um, this is awesome. It continues to shock me the level of detail most startups share about product/marketing/data - nerds.airbnb.com/making-refe…
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Took my son to NADC today. The kid has taste. He took one bite and said “this is excellent”. He ate the double patty burger no problem, which is a first. Don’t know about the best ever, but it’s the best we’ve had in Austin.
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That's fine. It's the hypocrisy of moral superiority on issues like Privacy that's so grating.
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I hope this is accurate. As a practitioner, most common issues are data definitions, relationships between tables, upstream data issues, comparing one data source to another, etc. Less often is lack of SQL skills in the way, but it happens. Many don’t know know what/how to ask.
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Demand, regional, and performance marketers all have pipeline accountability. Performance has become short hand for paid media and can include other channels like SEO, email, etc. Started as B2C marketing function differentiated from Brand and more recently surfaced in B2B.
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Attention fund-raising startups: Claim or set up your @angellist profile. You are missing potential investors cc @davemcclure @naval
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Attribution for B2B marketing spend is not a solved problem. And barely exists for Account Based Marketing to a small number of named accounts.
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@benedictevans 60% of total spend mobile; 30% of total spend is app install. eCommerce using mobile to drive to web.
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@hunterwalk I hope you're going to do this whole routine at @500Startups tomorrow night
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The only watch out with Wealthfront is accounts over $100k get Risk Parity allocation. It adds a 25 basis point fee on the Risk Parity allocation.
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Mathematically accurate but those companies are doing very little hiring. The relevant comparison is to somewhere between zero and a less lucrative package elsewhere
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@shyp @hunterwalk This is a very good ad. I've been aware of Shyp but didn't get how it worked. Now I do: a messenger picks up my package.
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His portfolio has plenty of demand out of bankruptcy. Despite the problems, he seemed to acquire high quality assets.
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Many of them might not even know that’s why they avoid it. What they know is “it doesn’t work”.
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At @stripe Sessions we announced launches to help our customers grow using Stripe. Here are a few of my favorites.
A/B Testing: A/B tests in the Stripe Dashboard, for free, with no code. These tests can help you understand how new payment methods will impact your business across conversion, average order value, and share of wallet.
Organizations: A lot of you run multiple Stripe accounts for your business, covering different geos or business lines. It’s been challenging for you to have a single unified view across all these entities. You can now group multiple Stripe accounts together and manage your business centrally with our new Organizations feature.
Usage Based Billing: Over 80% of SaaS companies already do or plan to charge based on usage. With the new Meters API, you can now charge customers based on how much they use your product in real-time.
Check out all the announcements and the keynote recording in the replies.
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Owners in SF don’t like under-pricing when the market has been hot for a while. In those conditions they hire the agent who says they’ll list and sell for the highest price. We’re coming off a bottom, and sellers are temporarily more rational.
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@monkbent @felixsalmon Easier for self-employed writers, harder for small/mid-sized publishers with falling CPMs of standard display ads
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To replicate pharma, software acquisitions would happen much earlier. Post-PMF, <$100M ARR, acquisition price $0.5B - $1B. VC model discourages capping upside with early sale. Pharma/biotech startups depend on it.
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All that sought mktg advice in top 50%. Mktg = Traction MT @daniellemorrill: We ranked the current @500Startups batch j.mp/17yOyxO
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@benedictevans I'm compiling your "I hate SF" tweets. Pretty sure I'll have enough for a book by end of 2015.
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