Charlie Walker

SVB Investor Coverage, San Francisco. Probably cooking or watching a movie otherwise.

[Charlie Walker @cchwalker]

@morganb @RoryStewartUK - this is the breakdown you’ll want to explain to Alistair and listeners about what’s changed since it was last discussed

[Charlie Walker @cchwalker]

@jacobherbstman Nice though isn’t it

[Charlie Walker @cchwalker]

@asanwal Speaking as a European, no.

[Mark Gallagher @markpagallagher]

Terrific to celebrate with the Cloud 100, well done to all of our clients listed - a whopping 70% work with us!! @SiliconVlyBank still by far the market leader in the Innovation Economy as we have been for over 40 years. Come work with us, we understand your journey. Yes. svb!

[Charlie Walker @cchwalker]

@MattGialich @katelin_cruse 🙏🏼

[Charlie Walker @cchwalker]

@James_Frankel @katelin_cruse 👆🏻 What James said! We’re still the sort of of bank that pings each other at 10pm when we see this sort of stuff…!

[Charlie Walker @cchwalker]

@SpaceX69_420 Big bens in the wrong place.

[GREG ISENBERG @gregisenberg]

This is the best time to start a company in 30 years.

I’ll summarize some of the best opportunities for you:

1. Buy distressed VC assets. Recap them. Offer team dividends going forward. Turn them into profit machines.

2. The media apocalypse is here. 20,000+ media employees have been LAID off in the last 12 months. From Condé Nast to Washington Post. How can you build a new media company that's profitable, AI-powered and community-first with that talent?

3. Apple Vision Pro App Store. 400,000 headsets will be sold in the next 12 months. it looks like a joke until it isnt. Create unique apps for that app store, be first.

4. The Figma-fication of everything. Turning software that was once single-player into multi-player is a generational opportunity. The future of software looks like Arc, Figma etc.

5. SaaS business model is dying. People are tired of Saas Subscriptions. One-time payments or pay-per-task SaaS is becoming normal.

6. Eldertech. Boomers are retiring. Probably one of the most underserved audiences. So much to be built for them.

7. Leverage creators, they are mispriced. Most creators can’t monetize beyond brand deals. They have distribution old media dreams of. Partner with them. Help them productize themselves and earn upside.

8. GPT Store. Fastest growing product of all time just launched an app store? Literally the next App Store.

9. Agents for everyone. You get an agent, and you get an agent and you get an agent. Who will be the Oprah of AI agents?

10. Productized services. How can you make a service like a product? Enable it by global workforce and AI. We built https://t.co/FPRIhIfWfn to build marketing assets for folks on a monthly basis. People pay us monthly fee to turn their market assets (landing pages, lead magnets, social assets) into revenue generating machines. Business does 7 figures overnight.

11. The unbundling of ChatGPT. ChatGPT won’t be everything to everyone. Just like how Craigslist, Reddit etc got unbundled, so will ChatGPT. ChatGPT for X.

12. Internet memberships are the new community. Digital communities that sell workshops, IRL events, software, deals etc. I created a limited membership with a monthly email with startup ideas, trends, private Q&A, free $99/month Skool sub, software deals and built $27k MRR in 3 months. https://t.co/NW2C96QOHD

13. The rise of the detox economy. People are overloaded with screens and seed oils. Build businesses for this new detox economy

14. High Interest rates at 5-6% make companies want to increase profits, reduce costs. There’s a bunch of businesses to create to help them do it.

15. Almost half of gen-z doesn’t believe in religion. The rise of community-based brands. This is your opportunity to build things they feel connected to.

16. Happiness, fulfillment, stability, and safety are at all-time lows for gen-z relative to other generations. How can we build products, services to help them?

17. Google is being completely rewritten thanks to AI. Billions of visits up for grabs. People are calling it "SEO 2.0". Learn how to do it yourself (https://t.co/GpDeHDkK5x or hire someone https://t.co/pIYc4oMEYf). These "boring" ways to get customers (like SEO) will only get more popular

18. Privacy-first startups. Yeah most people care more about convenience than anything, but there’s a growing privacy movement. The more people get hacked and phished, the more they care about their privacy and security.

19. TikTok stores. Today, I met an 18 year old guy who made $1m in the last 45 days from a TikTok store. He sourced the product, partnered with a creator, never raised $1 and was profitable on every purchase. I think you'll start seeing more of these stories with the rise of social selling, live (IG live/TikTok live) selling.

20. Multipreneurship. Portfolio of internet businesses instead of one internet business. Small mindset shift, big difference. Buy small profitable businesses to help scale it. Fund it via customers ideally.

21. The pop of the newsletter bubble. When the newsletter bubble pops (yes, when), it'll be an opportunity to scoop up interesting newsletters and aggregate and take them from a newsletter business to a business powered by a newsletter

AND MANY MORE OPPORTUNITIES. This is just a few to get your creative juices flowing.

After reading this, do you agree the opportunities right now are kinda mind blowing?

Every business is made out of thin air.

Just a good idea, the right timing and consistency.

The right timing is now.

It fires me up, does it fire you up?

Do you agree? What am I missing?

(in the next tweet ill give you some free resources for your journey)

[Charlie Walker @cchwalker]

@ankurnagpal @dunkhippo33 Would love to see this

[Ankur Nagpal @ankurnagpal]

Angel investing in startups can be fun & profitable

We recorded a 2-hour course with @dunkhippo33 of Hustle Fund teaching you how to do it well

The course is usually $299 - but free for 24 hours. To get it,

- Like & RT this post
- Comment 😇 & I'll DM you (must be following)

[Charlie Walker @cchwalker]

@HarryStebbings It’s magical. Next day you’re not supposed to travel on tube because of dust etc. It was cloudy and not too bright, so I walked for about 13 miles along the Thames in sunglasses marvelling at what I could see from a distance! Thoroughly recommend.

[Charlie Walker @cchwalker]

@ScottKirsner @StuartBlitz I’ve been regularly checking for updates since I saw this in July.

[Charlie Walker @cchwalker]

@loulouxyz @British_Airways Did they accept it?! Researching same issue

[Charlie Walker @cchwalker]

@easyJet @93fifi_murphy I’d like an answer to the same question please @easyJet

[Charlie Walker @cchwalker]

@93fifi_murphy @easyJet Hi! What was your experience of this Fiona? My Irish wife wants to know the same!

[Charlie Walker @cchwalker]

@rrhoover Bicentennial Man

[Charlie Walker @cchwalker]

@peggymangot There’s some rule about no haulage trucks

[Charlie Walker @cchwalker]

@asanwal

[Charlie Walker @cchwalker]

@thesamparr I have the same rule. Polarised but cheap.

[Charlie Walker @cchwalker]

@dhaber Kinda out the way West, but the best stretch of river between Hammersmith Bridge and Putney Bridge is👌🏻 - and better for a pint than a coffee.

Last time I walked it in 2021 they were building the new stand at Fulham FC.