Zakia Chan

Tracking massively disruptive long-term opportunities to invest my career in

[Zakia Chan @ChanZakia]

Always try for success, but both success and "failure" will help you for future rounds. The more times you upgrade, the better prepared you'll be at making the big swings after 100s of looks.

[Zakia Chan @ChanZakia]

Think big, start small, move fast.
1. Go after big things. Go after the biggest market you can see, and just as importantly, understand how your bets connect together that give you the right to go after these bigger opportunities.

[Zakia Chan @ChanZakia]

3. Move fast. It's not just about doing more with less time. It's also choosing what not to do, what you can do in parallel, and then ultimately, how you can do things differently given your new toolkit.

[Zakia Chan @ChanZakia]

You'll also find that in the pieces, you'll get the data to turn it into something even bigger and better. You'll also find what's common, and where you can compound over time. The more you do, the faster you'll go, and eventually what was previously big will now seem small.

[Zakia Chan @ChanZakia]

2. Get started now with something small. If you see 10 different options, you will die old with indecision. When you try something new, you will find that your big vision will shatter.

[Zakia Chan @ChanZakia]

They also require turning out garbage, so after 100 rounds of garbage, you can pick out the garbage from the gold. This allows you to go from weeks (ICs) to companies (quarters) to boards (years) to countries (decades) to dynasties (centuries).

[Zakia Chan @ChanZakia]

As you go up, you earn the right to think bigger, but those big ideas don't come from day 1. They require learning as much as you, from as many different sources as possible.

[10-K Diver @10kdiver]

1/

Get a cup of coffee.

In this thread, I'll walk you through the P/E Ratio.

Why do some companies trade at 5x earnings and others trade at 50x earnings?

When I first started investing, this was hard for me to understand.

So, let me break it down for you.

[Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk]

"First time VPs can really scale if they are systems thinkers.

They can learn the rest, but great first time VPs keep building better and better systems."

[Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk]

"You actually need 4 plans, not 1.

Financial Plan
People Plan
GTM Plan
Product Plan"

[Runway @runwayml]

Make any idea real. Just write it.

Text to video, coming soon to Runway.

Sign up for early access: https://t.co/ekldoIshdw

[Russ Maschmeyer @russ_maschmeyer]

1/ As soon as StableDiffusion landed we dropped everything to build a GENIE! 🧞‍♂️

🎙 Voice UI
🖼 AI Art
😎 AR previews
🤑 Instant purchasing
📦 On-demand production

Could AI make every shopper’s wish come true? 🤔👇

#ai #aiart #stablediffusion #dalle #dalle2 #vui

[Scott Lighthiser @LighthiserScott]

@StableDiffusion Img2Img x #ebsynth x @koe_recast TEST

#stablediffusion #AIart

[Workspaces @workspacesxyz]

It’s time for another giveaway! 🎁

We got our hands on a brand new @opalelectronics and would love to help upgrade your workspace!

RT and subscribe to https://t.co/8HBhtCwsDy to win

Winner announced 9/6

[Kevin Lee @kevinleeme]

1/ A decade ago, one of my best friends took over his family's electrical business and worked 6 days a week to grow the company. He recently achieved a generational wealth level exit.

He told me a story once that helped me understand how his family achieved such success.

[Michael Nielsen @michael_nielsen]

Since reading this 6 months ago, I've come to think it's half a dozen of the best paragraphs I've ever read on how to get much, much better at anything: (by @autotrnslucence )

[Mike Botkin @MikeBotkin_]

We’ve closed 3 deals in the last 8 months.

All off-market.

We have a few more under LOI that all came about off-market. (we have 100% close-rate if a deal goes to LOI).

I’ve been asked a lot about how we finance and structure deals.

1/

[Greg Campion @gregorycampion]

We're all strapped for time.

So how does @girdley have the time (and energy) to:

• Oversee 9 businesses from software to coffee
• Kick a$$ at Crossfit 5 days/week
• Grow his Twitter following to >95k
• Make relentless Chili's jokes?

I asked him. Here's what I learned.👇

[Deirdre Bosa @dee_bosa]

read full email:

[10-K Diver @10kdiver]

1/

Get a cup of coffee.

In this thread, we'll analyze the "Devil's Card Game".

This is a super useful thought exercise. It can teach us several key concepts in economics, probability, betting, hedging, investor/market psychology, etc.