Martin Afshari-Mehr

Work in progress

[Ram Ahluwalia CFA, Lumida @ramahluwalia]

5 YEAR MONEY COMING DUE

There is a lot of talk about 5 year debt coming due by folks like @jam_croissant

Loans taken out 5 years ago, during QE and Covid era stimulus checks, must be paid back soon.

Debt isn't really ever paid back. It's refinanced.

Debt is used to finance assets.

Debt isn't a problem if asset values increase.

And they certainly have increased over the last 5 years...

Systems can handle gradual shifts. Sudden shocks to system don't let debt holders refinance well.

Not only is there a need for stable prices in goods and wages so consumers and businesses can plan, there is a need for stable pricing in interest rates and asset prices.

Still, the $10 Tn+ loss in asset value - combined with increased long-term interest rates - is a kind of self-inflicted economic harm to the economy that is hard to find comparable analogs in economic history.

There's no other way to put it.

And, the story yesterday about Bessent and Lutnick getting a 90-day tariff exemption when Navarro was presumably taking a pee break reminds me of my kids running to Mom or Dad to get what they want.

Big picture... This does not inspire market confidence.

Institutions will look at this and hold back. Institutions set prices.

I also expect international value can continue to do well with dollar weakness (which also wasn't supposed to happen).

[Patrick Campbell @Patticus]

Sold a company for $200M+
Graduated 1st in college
Won a national title in debate

Am I bottling confidence?

Nope.

I'm *incredibly* insecure.

Just like a lot of you (and your teams).

Here's the framework I use to turn that insecurity into fuel.

It's called SCOREBOARD 🧵

[Martin Afshari-Mehr @MartinAMehr]

The @Cloud100 agenda is now live! Top ☁️CEOs share their business strategy, how they navigated phases of hyper-growth, and their leadership lessons at this year's virtual #Cloud100. Register today → https://t.co/VXjdoT2Q6K (https://t.co/bgjudmJldd)

[Martin Afshari-Mehr @MartinAMehr]

Really enjoyed this and great price po... Wine from Terra Organica via @Vivino app: https://t.co/IHIgK0e2dB

[Salesforce Ventures @SalesforceVC]

"We're seeing a large acceleration to digital occur. 𝘛𝘩𝘦𝘳𝘦 𝘪𝘴 𝘳𝘰𝘰𝘮 𝘧𝘰𝘳 𝘴𝘰 𝘮𝘶𝘤𝘩 𝘪𝘯𝘯𝘰𝘷𝘢𝘵𝘪𝘰𝘯 𝘪𝘯 𝘤𝘭𝘰𝘶𝘥."

@mdgarratt speaks with @thriveglobal on investing strategy, enterprise tech and his blueprint for success https://t.co/LvViRyUVMM

[Salesforce Ventures @SalesforceVC]

📢 This year, @Cloud100 is coming to you live online! Join us to hear from the top CEOs in cloud and celebrate this year's top 100 private cloud companies for free. Register now ➡️ https://t.co/ydJYzni4Vh

[Martin Afshari-Mehr @MartinAMehr]

Tonight I will mostly be drinking this with her ladyship, @GemaSewAndSew. Grateful for so many things. Friends - I wish you all health and protection and toast you all. May we toast together when this is over. #MuchLove

[Martin Afshari-Mehr @MartinAMehr]

@AmazonHelp Thanks for the fast response!! I spotted this one: https://t.co/hhHp9V3ryM but they need to be sent to the same address.

[Martin Afshari-Mehr @MartinAMehr]

@AmazonUK we’ve got older relatives that are now self-isolating for their protection against COVID-19. We can’t visit directly but looking to keep in touch. Any chance we can get the 2 Echo Show offer sent to different addresses?

[Martin Afshari-Mehr @MartinAMehr]

Thanks @mdgarratt! Great teamwork!

[Matt Garratt @mdgarratt]

The growth we've seen in enterprise software in Europe & @SalesforceVC over the last few years has been amazing. Lot's of cross pollination between US and Europe as well. Congrats to the EMEA team @alexkayyal @JulieKainz @martinafshari @MartinAMehr

[Martin Afshari-Mehr @MartinAMehr]

NYE 2019 dinner. Medium bodied, defin... Wine from @4kilosvinicola via @Vivino app: https://t.co/gdJWRrCYgL

[Martin Afshari-Mehr @MartinAMehr]

Lara Mouritsen #Kudos Thank you for being such a #TeamPlayer and a #GreatLawyer https://t.co/hhJm3V9wqn

[Business Insider @BusinessInsider]

Salesforce has a new $125 million fund to bet on one of the hottest investment areas right now https://t.co/1XAePQnbb3

[Martin Afshari-Mehr @MartinAMehr]

Great news! Very pleased to announce we're launching our second fund to back the best SaaS companies in Europe!

Look forward to working with the best founders in Europe, @alexkayyal, @JulieKainz and the @SalesforceVC team!

#greatnews #Salesforce #saas #venture #fund #europe

[Salesforce Ventures @SalesforceVC]

Today, @SalesforceVC announces a new $125M Europe Trailblazer Fund to continue to empower European entrepreneurs building startups in the Salesforce ecosystem. Learn more: https://t.co/QvNNr9F2w1

[Martin Afshari-Mehr @MartinAMehr]

@VivaTech and the brilliant @alexkayyal is on the stage sharing his words of wisdom! @SalesforceVC FTW! #MoreThanJustTheMoney

[Salesforce Ventures @SalesforceVC]

Our Partner and Head of Europe @alexkayyal alongside @NikkiMcClaff, @jefielding, and @LNizri will be discussing how investors support startups beyond just funding at #VivaTech tomorrow, 16 May. Join us! https://t.co/Mehp8O5Sa6

[Martin Afshari-Mehr @MartinAMehr]

Looking forward to #vivatech2019! https://t.co/aU8QnAXALu

[Salesforce Ventures @SalesforceVC]

As the European SaaS market continues to mature, European Head & Partner @alexkayyal shares his insights on the market and what we learned as the most active CVC in Europe in 2018 https://t.co/DMmN0OLcaN

[Martin Afshari-Mehr @MartinAMehr]

@salesforceVC launched their new $50M Australia Trailblazer Fund to empower Australian entrepreneurs building startups in the Salesforce ecosystem. Learn more: https://t.co/ESC129s8Ry

[Martin Afshari-Mehr @MartinAMehr]

Brilliant news! Delighted that @SalesforceVC will be part of the @GoCardless journey!

[Salesforce Ventures @SalesforceVC]

We’re excited to welcome @GoCardless and @hirokitakeuchi to the #SalesforceVenturesOhana. We’re looking forward to partnering with you as you transform cash collection for businesses with recurring revenue.