Ron Tidhar

[chartr 📊 @chartrdaily]

Data Engineer // Data Scientist // Data Analyst // Data QA

[Tyler Whittle @Dr_DAO_]

1/ The DAO API is a framework to think about compensation and contributor satisfaction in your DAO!

Thread below👇
https://t.co/uzRD8a1FCy

[Ron Tidhar @RonTidhar]

@wordsfromphil Thanks @wordsfromphil !

[Ron Tidhar @RonTidhar]

Fun to write about DAOs in the context of what we know about organizations already. How are they different to corporations and other online communities? s/o @Dr_DAO_ @daomastersxyz

[Official DAO Masters 🎓 @daomastersxyz]

1/ Coordination is critical to any DAO. It separates those that succeed vs. those that fall apart.

Well-run DAOs will balance corp and community practices to succeed. Here's why. 🧵

h/t: @RonTidhar, @Dr_DAO_, & Rob B.

[Ron Tidhar @RonTidhar]

@HarryStebbings Ski resorts

[Ron Tidhar @RonTidhar]

@ballmatthew 2022: The Metaverse is Everything

[Ron Tidhar @RonTidhar]

@joulee Love this! A related tip is making the strawman as short and simple as possible. It means everyone actually reads/understands it, and focuses the conversation on the core assumptions vs. debates on framing, language, or other window dressing

[Ron Tidhar @RonTidhar]

@ballmatthew Serious question: By definition, doesn’t all media have content behind it (and hence IP)?

[Ron Tidhar @RonTidhar]

@girdley @CoffeeToro In the "classic drinks", to make it easier to read you might group the coffee based ones together and then the flavoured ones together. E.g., "Latte/Cap; Americano; Brewed" THEN "Mocha; Caramel..." etc.

[Ron Tidhar @RonTidhar]

@girdley Or more specifically like teenage sex... everyone talks about doing it, but nobody really knows how to do it, and everyone thinks everyone else is doing it...

[Ron Tidhar @RonTidhar]

@ballmatthew Beyond the whole gaming sector sky rocketing (totally agree), do you think any segments hold better strategic positions? E.g., developers vs publishers vs platforms, etc.?

[Ron Tidhar @RonTidhar]

@patrick_oshag @modestproposal1 Great ep! Love the idea of developing standardised q's to ask guests about a specific business. Also interested in:
- What's the most important substitute to this product?
- What is the most promising growth opportunity?
- What's the most common misconception about this biz?

[Ron Tidhar @RonTidhar]

@mgirdley Airlines... "The worst sort of business is one that grows rapidly, requires significant capital to engender the growth, and then earns little or no money.” - Buffett

[Ron Tidhar @RonTidhar]

@ballmatthew Didn’t realise Marc Benioff was in Game of Thrones! Oh did he play Robert Baratheon?

[Ron Tidhar @RonTidhar]

@MinvstrD @patrick_oshag To this point, I wonder whether accelerating is the right thing to do at other stages of the business - like very early or very mature?

I think there is merit to slowing down, at times.

[Chetan Puttagunta @chetanp]

From court filings this evening: Tiktok spent over $1B on ads on Facebook, Instagram, and Snapchat to acquire users. This is extraordinary scale for a paid user acquisition program to acquire users from competitive products.

[Ron Tidhar @RonTidhar]

@patrick_oshag Stitch Fix’s data on customer retail preferences.

By the way, beyond “hard to copy” you might also care about substitutability (eg, it’s hard to copy Chipotle’s fresh food supply chain but it’s easy to substitute a burrito with other food)

[Mostly Borrowed Ideas @borrowed_ideas]

1/ Thread: The role of intangibles in valuation

I feel like a broken record, but @mjmauboussin and Dan Callahan recently published another intriguing piece titled "One Job".

What is "One Job"?

To take advantage of gaps between expectations and fundamentals.

But first a quiz.

[Chetan Puttagunta @chetanp]

It seems like the biggest competitor to many new enterprise software applications ends up being Excel.