Amar Anand

Product @Reforge

[Amar Anand @amar]

My first @Medium post! Priorities when building your product: Utilities vs. Networks

https://t.co/v4gfFHFnqj

[Amar Anand @amar]

@nickgraynews Better than a covered call, put on a collar. Use the premium from selling the call to also buy a slightly out of the money put option. If the stock is actually overvalued and trades down slightly, you make money while retaining the position that you still want to hold long-term

[Amar Anand @amar]

@Mike_kim714 Was sitting on the 11th grandstand and watched you on 10, 11, and 12. Curious why you try to hit a cut off 12th tee instead of hold a draw against the wind?

[Amar Anand @amar]

@buysidedigest I think your email system is broken. Can't reset password or sign up for a new account

[Amar Anand @amar]

@fundiescapital @SowingAlphaSeed Whatever xAI didn't want, Anthropic more than made up for.

[Amar Anand @amar]

@clubmaliboo AMZN and V/MA

[Amar Anand @amar]

@cap_zay american foundry, supply bottlenecks, and vibes-based multiple expansion

[Amar Anand @amar]

@lazereater @Divergent7651 Where do you get the scanner data from?

[Amar Anand @amar]

@ramit Your friend is less wrong than you think.

Professional photos that are obviously professionally taken in a single-day shoot comes across as extremely try-hard.

Key is to have professional photos that look natural, which a very small percent of photographers do well

[Amar Anand @amar]

@akramsrazor $CLBT

[Amar Anand @amar]

@visakanv Funny —t he highest form of human intelligence combining empathy, theory of mind, and cleverness

[Amar Anand @amar]

@AggieCapitalist My understanding was True Wind owns 18% of sun corp because True Wind wants them to spin out their CLBT stake and sun corp doesn’t want to (not sure why though been a minute since I took a look). I wonder if they wouldn’t want to sell it for same reasons

[Amar Anand @amar]

@ramit What’s your rational for city owned grocery stores?

[Amar Anand @amar]

@ValerieLi88 Run clubs or pickleball

[Amar Anand @amar]

@star_annise that kindergarten rizz

[Amar Anand @amar]

@CXCarroll Taxes

[Amar Anand @amar]

@FintwitFella @compoundpapi Consider putting a covered collar on if valuation gets too crazy. Sell some oom calls to buy some oom puts. Pretty tax-efficient if you have a super low basis.

[Amar Anand @amar]

@shreyas BTW I remember a time that you didn’t disagree with me. There’s a reason Dan gets prematurely promoted and Jessie founds a successful company 😉

[Shreyas Doshi @shreyas]

Lastly, Jessie is now a co-founder of a YC startup that is absolutely crushing it (and to fast-forward a few more years, this startup will take over a large part of Acme’s core business by 2028).

END OF STORY

[Amar Anand @amar]

@karrisaarinen @pp3383 Overall depends if you’re a network (multi-player product) or a utility (single-player product). Networks win on size / network effects. Utilities win on quality

Priorities when building your product: Utilities vs. Networks https://t.co/NDf1IaoFys

[Amar Anand @amar]

@karrisaarinen @pp3383 2) Lyft vs Uber

Lyft launches true ride sharing ~9 months before Uber (uber was black car only). Uber raised a war chest and out spent Lyft to outgrow them. Dried up a lot of the growth capital in the space