Christian Reshoeft

Product Executive in the Video Games Industry. On a quest to find the next Amazon, Netflix, Shopify! Let's recap in 10 years.

[Christian Reshoeft @reshoftc]

Why do I own individual stocks?

Thesis:

1. The digitalization of our world has just begun.
2. This megatrend will continue for at least another decade.
3. If you enjoy spending your free time understanding businesses, then the potential for outsized returns is possible.

[Brandon Beylo @marketplunger1]

lol who did this.

[Ryanair @Ryanair]

perhaps you need Wi-Fi @elonmusk?

[Daniel @growing_daniel]

This is awesome. We don’t need kids anymore because of AI.

[Christian Reshoeft @reshoftc]

@snoopeh @LeagueOfLegends Incredible journey! Congrats

[Kyro @Kyro927]

Sinner avoided the bagel and hugged Alcaraz to give him the illness going into the US Open, that's the mentality that will see him lift the US Open again this year.

[Leandro @Invesquotes]

When Andy Jassy took the helm at $AMZN the consensus was that he had no clue how to run retail due to his AWS background

Since then...

- North America revenue up 28% (10.4% CAGR)
- North America operating income has gone from -$2.8 billion to +$28.2 billion

- International revenue up 27% (9.9% CAGR)
- International operating income from -$7.7 billion to +$5.2 billion

The consensus now is that he doesn't know how to run AWS (even though he pretty much scaled it)

[Sassington, M.C. @MissSassbox]

confession: I watch Modern Family from the POV that Al Bundy got rich and is living with his 2nd wife, Gloria and everything is funnier that way 😂

[Bastien Fachan @BastienFachan]

Novak Djokovic, 38 years old.

You just have to sit back and applaud.

[Kim Clijsters @Clijsterskim]

This …

[Mardy Fish @MardyFish]

Toughest sport in the world. No clock to run out. No timeouts to call. No subs to come in for you. No one to sit there and tell you what to do…This is as good as it gets guys 🎾

[Siyab Panhwar, MD @DrSiyabMD]

🤣🤣🤣🤣

[Christian Reshoeft @reshoftc]

Peer to peer carsharing: pilot in select U.S. cities. Hosts list cars just like homes. He's flirted with the idea in the past.

Prime style membership: take rate ceiling has been reached. Wraps the above services into a membership.

[Christian Reshoeft @reshoftc]

Some guesses for today's $ABNB announcements

AI Travel Concierge: full in app assistant that plans, re-books & upsells.

Experiences 2.0: AI curated tours & activities baked into every stay

Hotels make a comeback: HotelTonight inventory toggled inside the Airbnb search flow

[Christian Reshoeft @reshoftc]

@TihoBrkan Boeing maybe?

[Jason Wei @_jasonwei]

The longest chain-of-thought / reasoning trace I have witnessed was almost twenty minutes long and involved crazy backtracking, constraint verification, and tool use. But in the end, my girlfriend decided to just go with the first outfit that she tried on

[Christian Reshoeft @reshoftc]

Yahoo buying Tumblr and Apple acquihiring Dre and Jimmy in the Beats deal

[Stock Market Nerd @StockMarketNerd]

Worst M&A since $TDOC $LVGO?

[Ernest Wong @ErnestWongBWM]

It's incredible that $META is spending as much as the other hyperscalers on capex entirely for their own internal use, and is still capacity constrained

[Christian Reshoeft @reshoftc]

Mobile payment freedom is here. build or update your in-app webstore UX today. side-by-side pricing, no paywall, no fear popup.

[Christian Reshoeft @reshoftc]

Tim Sweeney’s four-year war with Apple just hit pay-dirt:

Judge says effective immediately devs can link users straight to their own web-stores.

Apple’s 27 % “entitlement” fee and
tracking tax?

Court calls the scheme “whack-a-mole”won’t let Cupertino move the goalposts again

[Christian Reshoeft @reshoftc]

Internal emails show Apple planned literal scare screens to spook users from tapping out.

UX by intimidation. now Exhibit A for possible criminal proceedings.