Tim

…

[Tim @timbarakov]

@UFBots Oh wow
Wen?!?

[Tim @timbarakov]

@nicochristie hey man - looks cool, can i get a code?

[Tim @timbarakov]

@NikMilanovic Which is the best adjusted for tax purposes / total cost of ownership ?

[Tim @timbarakov]

@NikMilanovic @elonmusk

[Tim @timbarakov]

@NikMilanovic so are you telling people you are not an investor?))

[Tim @timbarakov]

@NikMilanovic @OpenAI categorize them in what respect?

[Tim @timbarakov]

@NikMilanovic @VCBrags co brand? 😂

[Tim @timbarakov]

@evantana @rsanghvi Congrats and good luck!

[Tim @timbarakov]

@NikMilanovic Me 😂

[Tim @timbarakov]

@NikMilanovic Web3 missing? Jokes aside — sounds pretty cool, and wouldn’t limit this to ecom tbh — the line between online/offline is getting more blurry

[Tim @timbarakov]

@NikMilanovic “ai first auto pilot for finance with credit led business model and $X in ARR atm” - go / no go?😂

[Tim @timbarakov]

@wassuptin @NikMilanovic @mikulaja imho, cost of risk should go down with scale all other things equal but what's interesting is that Affirm's business model is both transactional with low margins and based on lending making it highly susceptible to economic downturns / changes in risk modelling / etc

[Tim @timbarakov]

@NikMilanovic Quite interested what’s the cutoff balance to get one and how’s that gonna work across multiple countries and if there’s a large enough concentration in any given market to set up attractive partnerships

[Tim @timbarakov]

@NikMilanovic Is GV hiring in Europe ?

[Tim @timbarakov]

@NWischoff Most of billionaires I guess, cause they just enjoy their life 😂

[Tim @timbarakov]

@samelliottsam @NikMilanovic Are you already profitable and what’s your target RoE or what co is a benchmark for you in terms of growth / overall traction? 😅 and these lists are free, afair

[Tim @timbarakov]

@NikMilanovic Well, customer support looks likes something heavily overlooked by most cos while the money invested can be regarded as customer acquisition / retention investment with scaling returns

[Tim @timbarakov]

@NikMilanovic Possibly better to put it this way: is the size of opportunity is large enough? - IYKYK. All in all, there are astonishingly many “startups” trying to solve very narrow problems

[Tim @timbarakov]

@mwseibel Isn’t it the reflection of obsession over valuation (and, essentially, short term equity trading) rather than actual tests of a business model leading to sustainable ops?