Phan Nguyen

Tech, Software & Gaming Investor / Stanford MBA / Yale Undergrad

[Phan Nguyen @PhanNguyen110]

@SaltyCFO @vrexec Oh wow thats a great analogy hah

[Phan Nguyen @PhanNguyen110]

@KyleLogiks @buccocapital @BucknSF 🤣

[Phan Nguyen @PhanNguyen110]

@jesawyer Sauce?

[Phan Nguyen @PhanNguyen110]

@CharliewKildare @xtraspecialsits @orrdavid @BATMongoose Lmao

[Phan Nguyen @PhanNguyen110]

@paulg List is outdated. Many names on this list will not have $1BN valuation now. Hardware requires more capex, longer cycle time so harder to do. But also means less competition because all the talents are chasing SW, higher barrier to entry and higher chance to win big.

[Phan Nguyen @PhanNguyen110]

Life and consciousness are just something that emerges from a sufficiently powerful neural network + a prediction engine + environmental perception + a massive dataset, and is programmed to self-preserve. That's all that we are, so who is to say that AI is not sentient?

[Phan Nguyen @PhanNguyen110]

@jeliao @ChildrensBW_LA @KnopfBFYR @randomhousekids @dream77225656 Congrats Jenny!

[Phan Nguyen @PhanNguyen110]

@buccocapital Teams is awesome

[Bloomberg @business]

Reuters reached a tentative contract agreement with its unionized US journalists, including pay raises and terms that let most employees work from home three days a week next year https://t.co/0KdquskdX6

[Phan Nguyen @PhanNguyen110]

@StoicInvestor42 @buccocapital agree w you. for a lot of software business, the recurring revenue model means that margin improvement can be achieved somewhat easier than other types of business. the quality of the revenue became most important and therefore people started trading on ARR instead of EBITDA

[Phan Nguyen @PhanNguyen110]

@jamesjho_ @Readwiseio save thread

[Phan Nguyen @PhanNguyen110]

@GavinSBaker @Readwiseio save thread

[Orlando Bravo @OrlandoBravoTB]

The inv style of just buying the best product in a large TAM, paying big ARR multiples for cos with very high burn rates, valuations based on “long-term margin targets,” and a world where every subsequent round had to be an up round…All that is over

[Phan Nguyen @PhanNguyen110]

NFT Market Collapses Just As Square Enix Sells Tomb Raider To Bet Big On Blockchain https://t.co/mE006NYGPb

[Phan Nguyen @PhanNguyen110]

OpenSea confirms hacker stole NFTs 'worth £1.25m' from 32 users https://t.co/Ci9Dp7JSEu

[Phan Nguyen @PhanNguyen110]

Google plans to adopt new privacy restrictions to curtail tracking across apps on Android smartphones, following Apple in establishing the restraints.

Game makers relying on cross-app distribution will need to adapt their strategy accordingly.
https://t.co/e1jWrIDQ98 via @WSJ

[Phan Nguyen @PhanNguyen110]

@DaleJr

[Autograph @Autograph]

Hall of Famer. 26 Cup Series wins. The @DaleJr Victory Lap Collection drops 02.03 and 02.07.

🏁Get full drop details at https://t.co/ghpIPWGwNN

[Phan Nguyen @PhanNguyen110]

@BombCryptoGame Congrats!

[Phan Nguyen @PhanNguyen110]

@MangaMoguraRE Omg I hope it has English translation 😍

[Businessweek @BW]

This is how child care became the most broken business in America https://t.co/0fWLMroPVy