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https://twitter.com/ryan_caldbeck/status/10292093328255139842/ To build a successful systematic VC/PE fund, several things are needed.
https://twitter.com/StanfordWSoccer/status/10465335639133634562/ First observation – the crowd reignited a belief in me that Bay Area can have a good sports fan base that isn’t just jumping on the latest bandwagon. Game was sold out.
https://twitter.com/JakeCahan/status/10384287659976826892/ I know, I know – insane to bet against a trillion $ business. Maybe. But a little insanity is what you need as a private investor. Or an entrepreneur.
https://twitter.com/mmay3r/status/10226273344892354562/ Let’s focus on offline distribution first. I think offline distribution in CPG is massively inefficient throughout the offline distribution landscape. Stale old industry, that doesn't use much technology, has a bunch of fat cats that don't innovate. It is ripe for disruption.
https://twitter.com/ewiesen/status/10182640762149273602/ I called out Hims as a pretty clear example where some VCs say they “don’t understand beauty” then made an exception because clearly they can just relate to Hims (my little joke). :)