Mike Kehoe

Operations, Strategy, Edtech, and Startups. Co-founder of BitTiger. Worked at @Udemy, @Deloitte

[Dan Grover @DanGrover]

Startups place value on hiring people with FANG experience, if not careful, you get ton of people who, in back of mind, wonder how much visibility/political juice an action will bring. You almost want to select for people who will ignore what boss says and do right thing.

[Mike Kehoe @mk_kehoe]

@ericbahn Big case for a smaller dog. If they can fly with you at your feet or easily fit in the car, we’ve found we end up bringing our dog all over the place with us!

[Mike Kehoe @mk_kehoe]

@ruima @AlphawatchAI Congratulations Rui!

[Mike Kehoe @mk_kehoe]

@JoelEngardio Love the idea. Taiwanese night markets are the pinnacle of snack foods

[Emmett Shear @eshear]

Touring SOMA, seeing tiny startups building rocket planes and superdense fuel cells and general artificial intelligences. Say what you want about it, if you want to live in the future there’s only one city on earth.

[Mike Kehoe @mk_kehoe]

To escape this catch-22…

Either you have a way of speeding up the long sales cycle of concentrated supply (e.g, bottoms up sales Airtable/Slack) or lower the cost of getting fragmented supply (e.g, unlock enough value that they eventually come organically Udemy/Etsy)

[Harry Stebbings @HarryStebbings]

Favourite things when it comes to VCs analyzing marketplaces:

When supply is super fragmented:

"Ah, it is super hard to acquire, takes a long time to acquire 1-1 and small $ value each".

When concentrated:

"Ah real concentration risk. Long sales cycles to acquire"

Too good.

[Mike Kehoe @mk_kehoe]

Preston probably typed this complaint on an iphone he would have banned from being produced in SF

[Garry Tan @garrytan]

Imagine being an elected leader in SF and unable to see the future being created *in your city*

Like the mayor of Kitty Hawk hating on the Wright Brothers

This is why the anti-tech Preston Peskin Walton Chan Ronen Melgar and friends need to be voted out in 2024.

[Garry Tan @garrytan]

In 2021 the city spent $1.1B on homelessness, up 500% since 2016.

The result? Homelessness increased 64%

Where does all this money go?
Much of it is permanent housing, where people are paid to do drugs until they die (no or minimal detox and treatment offered or required)

[Blueprint @SFBlueprint_]

This performative politics by the @SFDemocrats should have no place in SF. The SF DCCC has chosen to “embrace zero-sum politics rather than a shared opportunity to fix the city’s biggest problems.” https://t.co/KwDgWL7wXh

[Mike Kehoe @mk_kehoe]

@tonywan New Cruise/Waymo feature incoming

You get to just sit in the back with your kid until they fall asleep. Ideally an electric car with no emissions

[Mike Kehoe @mk_kehoe]

@danhockenmaier @andrewchen The interventions are time sensitive and usually expensive.

Curious if there's any writing on how and when to make bets on those interventions.

[Mike Kehoe @mk_kehoe]

@danhockenmaier I'd love to read more applied case studies on interventions made at key points when a marketplace was out of balance.

@andrewchen covers some in the Cold Start Problem, about how Uber made short term expensive bets on driver incentives to rebalance supply and win certain geos

[Mike Kehoe @mk_kehoe]

@ruima 🤦‍♂️ gotta respect that hustle

I'd say the equivalent happens in well-off non- immigrant communities but less organized. The book groups my Mom went to where they chatted about who's getting in to what schools and how they did it functioned the same

[Mike Kehoe @mk_kehoe]

@jameskimEDU The digital equivalent of the old gym tactic of making you come in and sign a cancellation form in person

[Mike Kehoe @mk_kehoe]

@samanfarid @FastCompany @goformic Congratulations Saman!

[Mike Kehoe @mk_kehoe]

@mercebent @GA So so true. Also ran a boot camp for a few years and I love following where our graduates went.

I remember one graduate was so thrilled to land their first engineering role they bought us an “offer cake” to celebrate together

[Mike Kehoe @mk_kehoe]

@ruima 😅

[Mike Kehoe @mk_kehoe]

@GRTRtech @ruima Can’t wait to check it out!

[Mike Kehoe @mk_kehoe]

I think its a huge benefit to kids to grow up in a diverse metro area. But people need to feel safe enough to do it

[Mike Kehoe @mk_kehoe]

Been in SF for awhile (10 years) but not long enough to be sure its worse than 20+ years ago. Just spoke with a 50+ year resident who confirmed - he’s more afraid than ever to go out

SF is incredible. I’m still here. But we need to make it safe enough for kids to grow up here

[Nat Friedman @natfriedman]

We moved out of San Francisco to Menlo Park a year ago after two meth addicts broke into our house while we were home and robbed us. They are both free now. The police who arrested them -- and were later forced to release them by the DA -- said these criminals were "frequent flyers."

We didn't want to leave SF -- we love it there -- but we have a young kid and it seemed irresponsible to stay in a place where drug addicts commit home invasions to the point where they are called "frequent flyers."