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Christopher Seifel
SeifelCapital
Data Bird: A Monster Growing in South Asia ("SA")Data Bird ("DB") is building the Internet ecosystem in Asia’s fastest growing economyDB will become the dominant Internet company in the country;
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Tren Griffin
trengriffin
1/ I flashed back to 1994 when I heard Elon Musk say recently: "If you need encouraging words, don't do a startup." I was in that situation in 1994 and
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Unidimensional Neanderthal
FrugalEbenezer
My 2 cents on Xbrane Biopharma (Not investment advice, DYODD; Disclaimer: I'm long $XBRANE): The central two questions are:1. Will their lead candidate Xlucane (biosimilar referencing Lucentis) make it to
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Ram Parameswaran
_ram_
$DASH. First, what a mission. It's clearly personal. Logistics Infrastructure + Software Tools + Consumer demand = killer combination to build a large, at-scale Internet business. The delivery of "everything".
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Chris Kalmar 🔥 TypeScript
chriskalmar
Starting a SaaS company is cheaper than you might think.Of course, you need a good idea to fix a pain point for your future customers, and of course, you need
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Laurie Voss
seldo
I dredged up some old scripts and went spelunking in npm's public APIs to see what happened in 2020; a thread.First up: registry traffic continues to grow exponentially. Microsoft is
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Vlad Pasca👨💻
VladPasca5
Complete web developer roadmap with resources for 2021A thread 1. Learn how the internet worksZero to mastery playlist - http://youtube.com/playlist?list=PL2HX_yT71umBgUzdKDfbuXnysZWqiGX4LAcademind introduction video -youtu.be/hJHvdBlSxugMD
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Ramneek Kundra
iramneek
26/n…The worst case: Jio goes to zero, it negatively impacts FB’s marketcap by 0.90%. The prevalence of WhatsApp in India is unlike any other I’ve seen. WhatsApp to India is
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MOAT Investing
InvestingMoat
We have started to like $OPEN after the recent dip. Some analysis @jablamsky @LDRcalital @OysonMike @saxena_puru @MadMraket @chamath @Dividend_Dollar @GetBenchmarkCo @ryelvigi Business Model@Opendoor is an online real estate platform that
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Matt Casto
mcasto_
I've been inspired by this awesome thread by Jason, and I've decided to disseminate a few of my takeaways from crypto investing in 2020.Thread https://twitter.com/mrjasonchoi/status/1343830925805686787 FDVConsidering a project's
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Nick Rosenthal
nickrosenthal
I think "Nick's French-English cycling glossary" needs a thread of its own. A proper dictionary of bike racing terms ... picking up on things heard on French TV commentary for
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Sahil Mahtani
sahil_mahtani
I'm going to be retweeting some charts from our recent project, The Road to 2030. This sets out our framework for thinking about the key issues over the coming decade.https://ninetyone.com/en/international/how-we-think/road-to-2030
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Ryan Chenkie
ryanchenkie
I’ve built a lot of things in React and there are a bunch of libraries that have helped me out greatly.Aside from popular ones like React Router, Styled Components, etc,
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BlueToothDDS
BlueToothDDS
Long awaited $FISV investor day took place today. The 5 hr long deep dive, 100+ pg presentation did not disappoint! Some initial reflections here to augment prior musings, more to
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Abe Yokell
CleanVC
After the @joinClubhouse conversation hosted by @sierralnp + @NatBullard + @csvenza and passing the 1k follower mark, I am caving and posting my first Be gentle(1) The Great Climate Convergence:
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Secret Capital
SecretCapital_
Structure of 3 write-ups on VIC that turned out well (Amazon in 2011, Trade Desk in 2017 and Carvana in 2018).The 2011 AMZN one is probably top 5 in write-ups
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