M

PE | Forever student; Busy flipping the right coins

[ashe @ashebytes]

tiny beautiful things: turning your handwriting into font

1. write down a-z, A-Z, 1-9 and punctuation on a piece of paper
2. give it to claude to create a font from
3. pull it into your next project

[M @_mawaaa]

@IterIntellectus Source?

[M @_mawaaa]

This video just hyped me up

[David Senra @FoundersPodcast]

When he’s 41 he quits his job and starts his first company. He puts all of his money in it.

To not go into debt there were no dividend payments for the first 13 years.

All the profits flowed back into expansion.

“We are advancing constantly.”

As the brand got more and more popular he got assaulted with all of these offers. We can make:

Red Bull gummy bears
Red Bull underwear
Red Bull perfume

He said no to every single one.

He puts all of his energy behind one arrow.

He had a “burn the boats” mentality.

He was aiming for fun and durability over everything else.

He said: “If things had gone wrong, I’d be sleeping under a bridge today.”

[Kevin Gee @kevg1412]

Larry Page: Even if you fail at your ambitious thing, it's very hard to fail completely. That's the thing that people don't get.

[M @_mawaaa]

@gregoryblotnick Great post. Related writing by the great Allen Tate:
https://t.co/KK0XyspJpG

[M @_mawaaa]

@gregoryblotnick Thanks for the reply! 🫡
I guess the only other consideration I have for deviating at 30+ is the issue of family stability. But that’s probably a different conversation…

[M @_mawaaa]

@gregoryblotnick I really appreciate your tweets!

Do you have any thoughts on trying to maximize mistakes early vs choosing to stay or deviate from traditional paths (like IB->PE, etc.)? Seems like deviating puts one in an unfamiliar territory -> more mistakes. Is it a matter of risk tolerance?

[M @_mawaaa]

@TheShortBear Source?

[M @_mawaaa]

@_rajkhare I tried the product over a little while ago and was not particularly impressed. But they’ve likely developed a lot since

[M @_mawaaa]

@Willob Symptom of the times. Get rich or die trying mentality is a hallmark of this cycle

[M @_mawaaa]

@BAMinvestor Do people typically leave in January? Trying to get a sense for recruiting purposes

[M @_mawaaa]

@pernasresearch It’s mostly lower/middle income Americans being hit rn which is why these legacy CPGs have been struggling overall. Some well-positioned niche, upscale brands are accelerating

[M @_mawaaa]

@MattJMcClintock @siyul What’s BOTE?

[M @_mawaaa]

@partners_road

[M @_mawaaa]

And here’s an interesting related post from 2 yrs ago

[carried_no_interest @carrynointerest]

CONSUMER SPENDING ALERT: my pe fund closely monitors the state of the american consumer. Today, you can watch a data scientist in PE break down some interesting alternative data that shows that all might not be well with the american consumer. 🧵🧵🧵

[M @_mawaaa]

Hey fintwit, anyone have good alt data for US consumer/economy?
I found this:
https://t.co/maUSum18Pw

[M @_mawaaa]

The global supply chain is so beautiful - people working in concert without ever meeting one another to push the boundaries of what’s possible. Bullish on humanity. May peace and love prevail

[Sahil @sahilypatel]

The deeper you go into the semiconductor supply chain, the less believable it becomes.

> TSMC, a company on a small island, produces over 90% of the world’s most advanced chips
> TSMC relies on dutch company ASML for EUV lithography machines
> ASML depends on German Company Carl Zeiss, the only firm in the world capable of making mirrors precise enough for ASML’s requirements.
> The light source for ASML’s EUV machines is produced by a single company in San Diego.
> The photoresists used to print transistor patterns are produced by Japanese firms like JSR and Tokyo Ohka Kogyo.
> The ultra-pure quartz needed to make silicon wafers comes entirely from a single mine in Spruce Pine, North Carolina.
> The copper and rare-earth materials inside chips are mined and refined across Chile, the Congo, and China.
> The specialized gases used in chipmaking, like neon and fluorine, largely come from Ukraine and Japan.
> The design blueprints for these chips often come from American companies like NVIDIA, AMD, and Apple, which rely on software tools from U.S. firms like Synopsys and Cadence.

Remove any single piece and the whole system collapses.

[François Chollet @fchollet]

The idea that we will automate work by building artificial versions of ourselves to do exactly the things we were previously doing, rather than redesigning our old workflows to make the most out of existing automation technology, has a distinct “mechanical horse” flavor

[Dylan Patel @dylan522p]

Whether you are religious or not, remember to start your day by being grateful and thankful for the opportunity to be in the eye of the storm of the biggest economic boom in human history
Let’s etch our initials into the silicon of the information age
Let’s fuck the world up gang

[M @_mawaaa]

@mr_deepvalue Interesting. Thanks for calling out