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1. $NFLX 4Q12 quarterly letter: "Imagine if books were always released one chapter per week, and were only briefly available to read at 8pm on Thursday. And then someone flipped
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Stripe thread (III)1. Stripe's vision goes beyond just that of a payments company and im fascinated to see what new features emerge after they "solve" payments a decade frm now.
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Stripe thread (I)1. I'm so impressed by the collison brothers that I think it makes sense to track the company ahead of ipo. Will share more as I learn in
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