تركي

[تركي @TurcheyA1]

@noufalsoghyar ميزة النموذج هذا ان اهدافه مختلفة عن ال traditional roll-ups , الهدف هنا خلق فرص جديدة عوضًا عن تقليل الهدر , الشركات التقليدية الخدمية بدل ما تحتاج 10 اشخاص عشان تخدم 20 زبون, الحين بيحتاجون 8 اشخاص عشان تخدم 40 زبون , في معظم الاحوال حسب الي شفته ال ebidta 3-4x

[تركي @TurcheyA1]

Insurance companies always looks good first 1-2 years (pre-claim arc).

[تركي @TurcheyA1]

This is a very interesting graph, I’ll write a blog about it soon.

[Chamath Palihapitiya @chamath]

In an early meeting at Facebook (c. 2007), when I was describing the goals of Facebook Platform (an area I oversaw) Bill Gates yelled at me/us.

His quote has stuck with me to this day:

“This isn’t a platform. A platform is where the collective sum of revenues of the participants exceeds those of the platform itself.”

Ladies and gentlemen, I present to you the tokenmaxxing circle jerk.

[تركي @TurcheyA1]

@Jibran_05 hahahahaha

[تركي @TurcheyA1]

@protosphinx But who says that retail are after the 100x or the 10x? most of the people would sell at 0.2x or 0.5x .. no teacher or a doctor that would hodl for 100x

[تركي @TurcheyA1]

@charliebilello One of the most weird business models, it doesn’t make any sense at all

[تركي @TurcheyA1]

@Abdulmohsen_SB شخصيا ارسل ايميلات باخطاء لغوية و بدون مسافات مرتبة.. to be more human

[تركي @TurcheyA1]

@JackFarley96 Totally reasonable when your client is at war every once in a while

[تركي @TurcheyA1]

@hashim1 ✨ في سوق مشتت، و ((يحتاج تنظيم)) ✨

[hashim alsharif @hashim1]

ستارتب قاعد أساعدهم - توّهم قافلين جولة استثمارية، والفريق صغير وفيه جدية. يدوّرون Engineering Intern يبني معاهم من بدري.

اللي ندوّره:

- خلفية قوية في الـ data
- شخص شغوف ويتعلم بسرعة

[Nathan Baschez @nbaschez]

I wanna own 30% and I’m putting in $500K

priced round, 3x participating preferred, full ratchet, no-shop for 90 days while my team does diligence, and two board seats (one for me, one for my operating partner Paulie)

[تركي @TurcheyA1]

they’re unknowingly mapping out their own death valley by signaling to the infrastructure companies what’s worth taking and what isn’t.

And all the infrastructure cos have to do is simply, keep building generally and wait for validation.
Being a generalist is finally clicking.

[تركي @TurcheyA1]

OpenAI, Anthropic and Google, might have the best business model in history.
To put the argument simply, let’s take electricity companies as an example

Their job is to supply electricity. It’s not their concern what their customers do with that power..

[تركي @TurcheyA1]

What’s happening in this new era of infrastructure is that OpenAI, Anthropic, and Google are positioned to capture the value of the output..

By exposing their capabilities to the world,
people build new products and technologies on top of the infrastructure, and by doing so..

[تركي @TurcheyA1]

Ahh, I don’t think people realize — from financial perspective — how claude is hurting other businesses.. Imma probably open up a put option on a few companies..

[تركي @TurcheyA1]

@zachtratar I think Dylan deserves for falling into this , it was crystal clear that a conflict would occur

[تركي @TurcheyA1]

@phahad0 فعليًا؛ هذا يصب في مصلحة هذا..
gmv امازون عالي لانها

١- everything store
٢- امازون.كوم تصرف تسويقيا اكثر؛ لانها تدخّل اكثر.. with much less CRC
٣- برايم؛ معظم المشتركين يطلبون ٤ مرات واكثر شهريا..

واسباب كثيرة..
امازون ما تقدر تموّل كل هذا، الريتيل مارجنه ضعيف مقارنة بaws..