Robin Thomas

Optimist. Lifelong Learner. Dreamer.

[Robin Thomas @robingt84]

@shrishtie Thanks for bringing such great guests to your show. So good to learn from them

[Robin Thomas @robingt84]

@alysha_lobo @kmr_dilip Yup, if you look at it the stock performances of Diageo, Remy Cointreau, Pernod Ricard over 5 years, it’s all downhill esp for developed markets

[Robin Thomas @robingt84]

@MoatlessCapital Thanks for sharing

[Robin Thomas @robingt84]

@amitisinvesting Fully onboard with you 👍🏼

[Robin Thomas @robingt84]

@alysha_lobo My personal preference would be the Chinese model which was a lot more organic. Read this article of Brian Potter on China’s shipbuilding industry. Really inspiring!

[Robin Thomas @robingt84]

@alysha_lobo Actually, after reading a bit more in the subject, South Korea did get a lot of advantage from early US aid, security guarantees freeing up resources tied to defense spending and its market access. This is not to take away any of the country’s remarkable achievements by any means

[Robin Thomas @robingt84]

@alysha_lobo Absolutely superb 👍🏼👍🏼👍🏼 We got to pull up our socks and get moving!

[Robin Thomas @robingt84]

@RaoulGMI @VivekVentures @dannyryan Loved this episode 👍🏼👍🏼

[Will Ahmed @willahmed]

You have no experience.
You’ve never started a company.
You’ve never had a full time job.
Nike is going to kill you.
You’re a kid.
You don’t have technical skills.
You shouldn’t build hardware.
Apple is going to kill you.
You can’t build hardware.
You can’t measure heart rate non-invasively.
Athletes don’t care about recovery.
Under Armour is going to kill you.
It won’t be accurate.
You don’t listen.
You’re an ineffective leader.
You can’t recruit great talent.
You’re going to have to pay every athlete.
You can’t measure sleep non-invasively.
It’s too expensive to research.
Athletes are a small market.
The product costs too much to make.
The product costs too much to sell.
Your valuation is too high.
Consumers aren’t going to want it.
Hardware is too hard.
You should measure steps.
Fitbit is going to kill you.
You can’t build a marketing engine.
You can’t raise enough money.
You need a real CEO.
Google is going to kill you.
You can’t be a subscription.
You can’t build a brand.
You can’t do consumer in Boston.
Your valuation is too high.
You shouldn’t make accessories.
You shouldn’t make apparel.
Lululemon is going to kill you.
You can’t predict Covid.
Stay in your niche.
You are going to run out of money.
You can’t build a health platform.
Amazon is going to kill you.
You can’t measure blood pressure.
You can’t get medical approvals.
The market is too small.
You don’t understand AI.
The market is too competitive.
It won’t work internationally.
The supply chain is too complicated.
You can’t build an AI.
You can’t raise enough money.
It’s too competitive.
Healthcare isn’t going to want it.
…

Just keep going ✌️

[Robin Thomas @robingt84]

@pepemoonboy Just a hypothetical question. Had the meme coin not performed the way it did, how would the lessons you learnt from your experience be different?

[Robin Thomas @robingt84]

@NeelChhabra Great analysis 👍🏼

[Robin Thomas @robingt84]

@1shankarsharma @mkvenu1 Always like your insights. Blunt but makes complete sense. No false pretenses

[Robin Thomas @robingt84]

@1shankarsharma Oil

[Robin Thomas @robingt84]

@alysha_lobo @rajeshsawhney Excellent article! I remembered it while reading a book on strategy and specifically about developing competitive strength through solid processes with improvements over long periods of time. Snapshot below

[Robin Thomas @robingt84]

@alysha_lobo Unbelievable the kind of high switching cost and network economies Chinese manufacturers have built over a period of time!

[Robin Thomas @robingt84]

@pepemoonboy Wow! Just mindblown! Feel like I’m so behind as I haven’t used it yet

[Robin Thomas @robingt84]

@pepemoonboy So true!

[Robin Thomas @robingt84]

@patrick_oshag @gokulr Absolutely loved this episode. Thank you for this

[Robin Thomas @robingt84]

@F_Compounders Survivorship bias I think