xxl

vc@consumers

[xxl @Linyan_Feng]

@henghaer123 ai4s vc从6月份就开始在看了

[Weng @AznWeng]

LinkedIn is a gold mine for due diligence on cloud stocks like $SPLK and $ESTC. Today, I’ll show you how I used a sneaky 🥷 LinkedIn hack to discover who is replacing Splunk, why they are replacing it and who is stealing all their customers......👇👇👇

[xxl @Linyan_Feng]

In china: WeChat solves 80% of cases

[Jamahl @JHM_UK]

@Samirkaji incase you didn't see https://t.co/DD4Kz1SPlc
🔌

[Jamahl @JHM_UK]

@Samirkaji incase you didn't see https://t.co/DD4Kz1SPlc
🔌

[James Wang @draecomino]

Between Stripe, Square, Bitcoin, and DeFi—banks are so, sooooo dead.

Stripe eats business banking.
Square eats retail customers.
Bitcoin eats fedwire.
DeFi eats lending.

Banks are dinosaur displays at the Smithsonian. They just don't know it yet.

[Malique Morris @luxeoflique]

I’ve always been fascinated by the resale market that drives sneaker head culture. My recent story in @theinformation with @coryweinberg takes a look at two of the market’s biggest players. https://t.co/FbgZ7rCi5f

[xxl @Linyan_Feng]

yes

[Bilal Zuberi // Red Glass Ventures @bznotes]

Questions that should be less important. But I can tell you almost every VC firm is dealing with this more than they would own up to.

• Who else has invested in this space
• Who else is looking at this round
• Who has termsheets already on this
• Who is in the syndicate

[Lawrence Hamtil @lhamtil]

A fun anecdote of Buffett turning down a potential monster investment in Santa Be Railroad in the mid 90s

[xxl @Linyan_Feng]

@flitpend 搬个板凳听

[Atul Goyal 🎮 🏌️‍♂️🚘 @agoyal00]

Here my view re Nintendo. Stay nimble folks.

[Chamath Palihapitiya @chamath]

Here are three apps you can use to replace Robinhood:

1) @SoFi *
2) @CashApp
3) @public

*Disclaimer: I am taking this company public via $IPOE so I am biased, but I think it kicks ass.

[Chamath Palihapitiya @chamath]

A children's book explanation of what's happening:

1. If you are "smart money" you are allowed to take your $1 and leverage it up to $15+

2. You can now buy $15 of stock AND if you promise to short companies, you can short $15 of stock as well

[Nikhil Basu Trivedi @nbt]

A summary of the venture capital industry in 2021: @sequoia, ⁦@benchmark⁩, and everyone else.

[xxl @Linyan_Feng]

@afterwt hi Anthony, could you share the name of the report or a link would be even better

[Mostly Borrowed Ideas @borrowed_ideas]

1/ Thread: $AMZN Marketplace in 2020

I read an interesting piece on marketplaces today which reviewed the best year for marketplaces in a decade.

I came across some very interesting data points for $AMZN marketplace which will be the focus on this thread.

[xxl @Linyan_Feng]

@Akjain7353 @borrowed_ideas https://t.co/8fsl8WrJHr

the file is in Chinese

[James Wang @draecomino]

Snowflake's growth is completely unheard of—no other company is doubling revenue and net expanding at 160%.

What makes it special? Hear it from the @hhhypergrowth, author of the best $SNOW report on the internet.

https://t.co/P0kVgJpHa6

[xxl @Linyan_Feng]

#MuddyWaters’ short of $YY is just nonesense...
If you don’t understand the unique film and television IP regulation in China, you will short $IQ
If you don’t understand why people spending 10K yuan for an entertainment influencer, you short $YY.

[xxl @Linyan_Feng]

@garyblack00 NIO is a bit overvalued indeed. When it managed the cash flow problems and got support from Hefei gov, all the news were good and pushed the stock up. I don’t think Nio will have its factory in recent two years and Tesla won’t have all the EV shares in China either.

[Puru Saxena @saxena_puru]

Misconception -> "this is a tech bubble and only a handful of stocks are participating in the advance".

Reality -> rapidly growing businesses from various industries are rallying.

Examples -

$ROKU $MELI $SHOP $TSLA $ADYEY $PINS $MRNA $ZM

Very different businesses!