Augusto

Tolerant of dissent.

[Augusto @augustoio]

@realdesigntrump make macromedia fireworks great again

[Augusto @augustoio]

@jongold What happens if yo go to https://t.co/n4aGd11twb ? Works for me

[Augusto @augustoio]

@jongold Delete your account.

[Augusto @augustoio]

@irondavy @wikichen Would love to know more about this.

[Augusto @augustoio]

@irondavy FarmVille was built with this approach in mind, there you go https://t.co/Ztz7Oq8Mre

[Augusto @augustoio]

@irondavy https://t.co/wXboejB0KR

[Tren Griffin @trengriffin]

"Sustainable value creation has two dimensions—how much economic profit a company earns & how long it can earn excess returns.” Mauboussin

[Jason @jasonwstein]

Instagram brought it all together:
Feed (premium)
Stories (raw)
Algorithms
Messaging
Ephemeral messaging
Live video
Explore (premium+raw)

[Tren Griffin @trengriffin]

DirecTV now not understandable without knowing the "unit economics" inputs (COGS, churn, ARPU & CAC). Wholesale transfer pricing is critical

[Augusto @augustoio]

Parallelism between disciplines:

Chemistry
https://t.co/wSoyUFrsl4
Economics
https://t.co/JzknPq4X4D

[David Sacks @DavidSacks]

True, but when a contrarian is right they're often hugely right because everyone else is wrong. That's why we have to be tolerant of dissent https://t.co/cAsRmrLDHb

[Tren Griffin @trengriffin]

“When building a startup, microeconomics is fundamental, macroeconomics is entertainment.” “Getting real traction is hard." Naval Ravikant

[Aaron Levie @levie]

AI can seem dystopian because it's easier to describe existing jobs disappearing than to imagine industries that never existed appearing.

[Nick Martin @NickMart_Insure]

Wonderful talk by Mohnish Pabrai on models used by Berkshire when they committed 25% of capital to Coke in late 80s https://t.co/gzCdvt3hr2

[Augusto @augustoio]

@David_Rudnick If l get the cover of The Life Of Pablo tatooed, does that counts as your work too?

[Augusto @augustoio]

Self-driving is not going to happen in China the way it happens in the US. Roads are full of people, e-bikes, people breaking the law, etc.

[Augusto @augustoio]

@kerritaco I love the newsletter. Thanks for your work :-)

[Sam Altman @sama]

thinking of putting a sign in my office: "eventually all businesses are valued as a multiple of earnings."

[Chamath Palihapitiya @chamath]

5/ But none of these companies relied on ongoing private mkts to fund their expansion or search for profitability. They found it early on.

[Chamath Palihapitiya @chamath]

3/ These companies gush money into all kinds of things. But their core business was profitable early on and could feed these other bets.