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Here's a hack to quickly filter out the management teams that are working against you, not for you: It's called "feeding from the trough" and if you see it, run It looks like: Company leases equipment / IP / office space / consulting services from a Director's private company

Travis Ricciardo

8,509 subscribers

15,205 просмотров • 2 лет назад •via X (Twitter)

Новости и политика Финансы Образование

Anya Rossi• Live Now

Private livecam show

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"If you're an analytical SaaS company, it's over. It's over." - Palo Alto Networks CEO Nikesh Arora "What is an analytical SaaS company? It is a company that says, “I'm going to collect a lot of data for you and analyze it for you.” I don't need you to analyze it for me. I can run models against the data and analyze it myself. Think about it: almost every SaaS company has a marketplace. You can buy applications from the Salesforce Marketplace. What do those applications say? “You have Salesforce data. I'm a marketplace app. Use me, and I'll help you analyze that data.” But I don't need to do that. You don't need those applications anymore. I can simply run an LLM against the data. Therefore, all the additional functionality that has traditionally been sold to us as incremental software modules may no longer need to be sold separately. I would much rather have an LLM run against the data." ---- From "All-In Podcast" YouTube channel, (full video link in comment)

"If you're an analytical SaaS company, it's over. It's over." - Palo Alto Networks CEO Nikesh Arora "What is an analytical SaaS company? It is a company that says, “I'm going to collect a lot of data for you and analyze it for you.” I don't need you to analyze it for me. I can run models against the data and analyze it myself. Think about it: almost every SaaS company has a marketplace. You can buy applications from the Salesforce Marketplace. What do those applications say? “You have Salesforce data. I'm a marketplace app. Use me, and I'll help you analyze that data.” But I don't need to do that. You don't need those applications anymore. I can simply run an LLM against the data. Therefore, all the additional functionality that has traditionally been sold to us as incremental software modules may no longer need to be sold separately. I would much rather have an LLM run against the data." ---- From "All-In Podcast" YouTube channel, (full video link in comment)

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A wife helps you to open a shoe company. You struggle together to grow it. You live in your wife's home to get dignity The shoe company becomes big. You meet then new friends & girlfriends. You start to see life differently You move out of your house & leave your family for girls & friends. You steal a company from your wife & sideline her in the transactions. You stop supporting your child & her. You buy expensive gifts for b!tches She wants divorce & a share from a company she helped to build for the child & herself You play delay games & being narcissistic. Start opening many shell companies so that you can run down the one that the wife is fighting to get shares from You run it to the ground & move all valuable assets to a blind shelf. You declare bankruptcy in the shoe company. You liquidate it You then resume the divorce talks, when you have nothing of value left in your name You portray victimhood on social media & rile up your Twitter bots ^ influences to portray you as an entrepreneur who falls & rise from ashes Once divorce is finalised, you go back & reopen a shoe company. You run it alone thinking you are clever. You got everything figure out Life catches up on you & your tricks

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Constitution First 🇿🇦

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It’s not what you think. It looks like it’s over, but God is working in ways that you can’t comprehend right now. Things are going to happen that you didn’t see coming. Check out this new message from Joel! "It's Not What You Think":

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Reporter: During the campaign you called Kamala Harris a communist. The Biden-Harris administration never called for nationalizing a private company like you are proposing with Intel. What do you say to some who say this is a bit hypocritical? Trump: ….It is called business.

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We asked @storysylee about his favorite projects coming out of the Story Protocol Legacy ecosystem. "First is a company called Aria. It's an IP tokenization protocol." "IP is a massive asset class like a 70 trillion dollar class." "Everyone from Blackstone, KKR, PIMCO all have a massive music catalog, the reason is it gives you stable yields" "There's a company called ABLO. They have Crocs, Balmain and these IPs are registered on the blockchain." "Third is, this is kind of an alpha, coming soon, but we think there's a very exciting space in data."

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Psaki: Trump called you a thug and said you are the worst than any human being that's ever run for office. Platner: Well, coming from certainly the worst person to have ever run for office, I take it as an immense compliment.

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BlackRock started buying American public utility companies They buy them with debt, when the purchase goes through the debt goes to the power company, not to BlackRock This means entire states power bills will instantly rise to pay off the debt. It’s a racket and it’s started “What if I told you that your electricity bill isn't just paying for the power you use? It might also be paying off Wall Street's debt.” “Here's how private capital works. Firms like asset management giant BlackRock don't usually buy companies with their own money. Instead, they raise giant funds from pension systems, governments, and wealthy investors. When they go shopping, whether it's for a factory, a toll road, even your power company, they use part equity from those investors and part debt borrowed from banks and bond markets. Here's the catch: that debt doesn't sit on BlackRock's books. It sits on the company they just bought, and it's the company, not the asset manager, that has to pay it back. Now, when the company is a utility, like water, gas, or electricity, it's not just any business. Utilities are monopolies. You can't just shop around for a new power company. So, where does the money to pay back that debt come from? It comes from you, the ratepayers. In leveraged acquisitions of utilities, the bills you pay every month are the revenue stream that services Wall Street's loans. Let's take a real case. Last month, state regulators approved a $6.2 billion buyout of ALLETE, the parent company of Minnesota Power, the state's main power utility. The buyers, Global Infrastructure Partners, which is owned by BlackRock, together with Canada's Pension Fund. A public utility that hundreds of thousands of Minnesotans rely on is shifting into the hands of private capital. Critics, like one administrative law judge who advised the acquisition be stopped because it's not in the public interest, warn that buyers are paying a big premium over the utility's actual worth here, potentially hundreds of millions above market value. And when investors pay more, they expect to earn more back. Where's that money gonna come from? Well, the fear is from higher rates or cuts to services, bigger bills for you while your utilities get worse, while BlackRock collects steady fees for managing the investment”

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Since I'm back from Laracon EU, I've been working on a new feature for Herd called "Kickstart". Here's what it looks like and how it works - and I think you might like this 🚀

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Jensen Huang explains how he designed NVIDIA from first principles “With respect to building a company, the first thing you have to do—as with all problems—is start from first principles. What is this machine that we’re trying to create? What is its input? What is its output? What are the conditions that it’s in? What is the industry like? Is it a fast moving industry? Is it a bureaucratic industry? Is it a highly regulated industry? And what are you trying to build?” Thinking about it from this perspective, there were several things Jensen wanted to do with the company: “I wanted to create a company that naturally attracts amazing people, and the reason for that is our company’s mission is to solve computing problems that are barely possible.” He also wanted a company that was “as small as possible” and “empowered people.” “If you want an organization that obeys command and control, then you make it a pyramid just like the military—all the way back to the Roman Empire. But If you want to empower people, you want to make it as flat as possible so that information travels quickly.” He continues: “We also don’t have business units. We don’t have divisions. Everybody works as one, and the company is shaped in a way that allows us to build accelerated computing best.” Video source: Sana (2023)

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Reporter: On Apple, you said if they do not make their iPhones in the U.S., you will hit them with a 25% tariff. Do you have the power to tariff a single company? Why would you want to hurt an American company? Trump: It would be more. It would also be Samsung and any other company that makes that product or it would not be fair

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The company for you is like having a child. Once you have a company, you have to feed it and nurse it and take care of it, even if it ruins you. Yes, Elon, it was worth it! Elon Musk: “I didn't think it would be easy. Like I said, I thought they would probably fail. But you know, creating a company is almost like having a child. So it's sort of like, how do you say your child should not have food? Can we just break for a second? Man, I sure hope it was worth it, sure hope so, sure hope it was worth it.”

The company for you is like having a child. Once you have a company, you have to feed it and nurse it and take care of it, even if it ruins you. Yes, Elon, it was worth it! Elon Musk: “I didn't think it would be easy. Like I said, I thought they would probably fail. But you know, creating a company is almost like having a child. So it's sort of like, how do you say your child should not have food? Can we just break for a second? Man, I sure hope it was worth it, sure hope so, sure hope it was worth it.”

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Elon Musk: If you are creating a company or joining a company the most important thing is to attract great people "If you are creating a company or joining a company the most important thing is to attract great people, so either be with or join a group that's amazing that you really respect, or if you have building a company you have to gather great people I mean all the company is a group of people that have gathered together to create a product or service and so depending upon how talented and hardworking that group is, and the degree to which they're focused, cohesively, and in a good direction, that will determine the success of the company Do everything you can to gather great people, if you are creating a company"

Elon Musk: If you are creating a company or joining a company the most important thing is to attract great people "If you are creating a company or joining a company the most important thing is to attract great people, so either be with or join a group that's amazing that you really respect, or if you have building a company you have to gather great people I mean all the company is a group of people that have gathered together to create a product or service and so depending upon how talented and hardworking that group is, and the degree to which they're focused, cohesively, and in a good direction, that will determine the success of the company Do everything you can to gather great people, if you are creating a company"

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Rufin VanRullen says if AI consciousness emerges, you want it to happen in a public research lab, not inside a private frontier model company. In a lab, systems are contained, observable, and easier to shut down. “If it were to happen, even by accident, in a private company… we're not sure that they would be prepared to recognize it.”

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Scott on why conviction in an idea is dangerous as an investor but required as a founder: "From the investor seat, I don't think you want to be in love with an idea. That's a risky thing because you'll find a way to express that by investing and make some compromises on the team because you know this idea is just so good, its time has come. But if the team isn't there, 90% of the time it doesn't work. Then there's a whole thing can you swap out the team? But the whole Founders Fund thesis was always no, you need the founder to run the company. But on the company side, you have to be in love with the idea. It's not that rational to start a company. There's a lot easier, more comfortable ways to make money if that's the goal. So it's got to be about what the company is doing specifically. If you want to actually start a company, it better be something that you're really passionate about, or you think that the problem is really important."

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