TL

Early-stage investing | Web3, NFTs, Cannabis, StratFin, Data, F1 & misc. | All views my own, not investment advice.

[TL @tl_thinks]

@megankao_ 🙌🏼 yes! We’re seeing the mythology of “take tons of VC money, grab market share, figure out the rest later” crumble.

Meanwhile, low-key founders and teams that have bootstrapped amazing things are doing what they’ve always done: building

[TL @tl_thinks]

2/ We’re way past the days of expecting any candidates, especially more senior level ones, to do free work.

And doing it live gives you an opportunity to help the candidate talk through the problem more like you would in real life.

[TL @tl_thinks]

1/ If you’re a hiring manager (as someone who’s hired), what are your thoughts on take-home cases?

Mine are:
1) mostly don’t

2) if you’re gonna anyway, pay the candidate their market hourly rate

3) if at all possible, do it live or give the candidate the option to do it live

[TL @tl_thinks]

2/ Why spend 12 other slides pitching your market, product, & projections and completely omit the most important data?

I shared this feedback, constructively, with the founder and hope to see a revised version floating around. Good product idea 🤷🏼‍♂️

[TL @tl_thinks]

1/ Saw a pitch deck recently for a SaaS startup raising a seed round.

Deck was solid, but missing one of the 3 biggest things: info about the team.

1 “contact” slide at the end with name, photo, etc. of the founder and zero other info. This isn’t a 1-person startup, either.

[TL @tl_thinks]

@WillManidis It’s more a mode of thinking that comes with all STEM degree programs, IMO—most of the “economically viable” career tracks that quickly get into 6-fig. salaries involve data structuring, experimental design, forming hypotheses, etc.

[TL @tl_thinks]

@netflix @PrimeVideo @hbomax y tho?

[TL @tl_thinks]

Streaming platform: “HEY! Check out our great new original series!”

Every word spoken in E1:
ʷᵃʸ ᵈᵒʷⁿ ᶦⁿ ᵗʰᵉ ᵐᶦˣ

Every single frame in E1:

[TL @tl_thinks]

@DelJohnsonVC 🎤 ⬇️ 😎

[TL @tl_thinks]

Who’s building the next great thing in #privacy?
So many conversations in my network, in the media, etc. focused on #DataPrivacy and the next stage of cloud. #startups #Funding

[Codie Sanchez @Codie_Sanchez]

Running a business is really hard.

In a recession it can also be terrifying.

This one tool is used by PE investors everywhere to make sure their companies survive any market...

The 13 Week Cashflow Model:

[TL @tl_thinks]

“I went to Cornell. It was…fine.”

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@EY3C0IN F-91W on the regular 🫡

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@CloutedMind #bullish on Joann Fabrics 🧵

[TL @tl_thinks]

@azfnft My Kindle. I read 3x as much and I use my phone less before bed

[TL @tl_thinks]

@jay_cottoncandy @loserclubreborn Just gonna leave this riiiight…here https://t.co/l9ko0wsoTE @nickelodeon_nft

[TL @tl_thinks]

@Degentraland “Well if I’d spent my money on $14 frappalattes instead I’d have come out ahead. Checkmate, boomer.”

[TL @tl_thinks]

@itstylersays I agree, I think. Quality, not quantity. This is the cull. Your random cousin won’t be launching “Morbs Monkey Boat Bash” and expecting to get rich.
Whatever survives when the dust settles will be institutional—projects that adapt toward commercialization.

[TL @tl_thinks]

@tomloverro I use the news coverage heuristic all the time: if cable news is covering a coin, chain, project, etc. I stay out, but I keep it on a watchlist. When I haven’t heard anything for a while, I check the price/metrics and form an investment thesis.

[Tom Loverro @tomloverro]

The bottom will come not during this current fear & loathing phase but later, after indifference sets in, crypto is no longer making headlines, and the tourists have left 🎉. That process will take many months. /5