Graham Sibley

We need to stop talking about product design in absolutes… there are no rules. Everything is made up. Do what makes sense and feels right.

If Anthropic has a trillion dollar valuation while Google has a $4.5 trillion valuation, there are only two conclusions to be drawn Either Anthropic is incredibly overpriced or Google is incredibly underpriced. The trick is to figure out which one is right

Huge collapse in drinking among high schoolers 👀

Here’s what AI has done to the e-book market.

"Man’s mind, once stretched by a new idea, never regains its original dimensions.”

@WillManidis What a thread!

look you probably shouldn't listen to a guy that doesn't have a g650 about wealth creation but i think i've done well for myself and 99% of the opportunities i've been blessed with in this life have come from being a full, flawed, flesh and blood human on the internet. have fun.

hate to give more visibility to this guy.. but one of difficult truths about the world is that the skillsets/posture required to go from making 100-300k a year are totally unrelated from those that take you to 5-25m/y. the former often is disguisted with the later

@gerstenzang Love it. Seems like so much startup wisdom confuses correlation with causation.

I love reading about retailers. Three things that sit against common startup wisdom in the founder of Whole Foods recent memoir: * Most of Whole Foods was built on acquisitions. They had a great operating model they could apply to already built out natural food grocers who weren't doing well. They also acquired wine and coffee purveyors, etc in order to inject that experience in. * Mackey was not a hands-on manager - he loved the high level strategy and doing deals but others led on sourcing, retail, operations. * Like every other retailer I've read about (Sinegal, Walton, Coulombe), he was obsessed with the competition - constantly wandering others stores to learn. Very different than the 'heads down' focus that's standard wisdom.

@TimLovettTurf I’ve already done Blue Bottle, so it’s only right that I hit Philz, too

@GrahamSibley2 Don’t hate me for saying it Philz

Any coffee recs for San Francisco?

@natjin Love it. Thanks Nat! Hope you’re doing great

@GrahamSibley2 wild fox in fidi is a recent daily for me!

@darynakulya @yrechtman @JasonrShuman @AlexfromFranzy @MichaelPechman @ugwigr @EmpiresPod_ @melisatokmak @gowithquo Noted! Thanks for the catch and heads up.

@GrahamSibley2 @yrechtman @JasonrShuman @AlexfromFranzy @MichaelPechman @ugwigr @EmpiresPod_ @melisatokmak @gowithquo We rebranded from OpenPhone to Quo almost a year ago and that included logo and color change (purple -> yellow)

Who are the world's best AI startups we should know as we build a new Home Services brand at Red Wagon Ventures? We’ve captured some of the startups we've seen on this canvas. If you're at a Home Services company, I hope you find it useful. If you've found something you love, we'd love to hear about it! If you're leading a tech startup in the space, we'd be excited to hear from you.

@darynakulya @yrechtman @JasonrShuman @AlexfromFranzy @MichaelPechman @ugwigr @EmpiresPod_ @melisatokmak @gowithquo Did you all change the logo?! I had you had purple and now I’m seeing yellow! Maybe I had the wrong Quo? @darynakulya

@GrahamSibley2 @yrechtman @JasonrShuman @AlexfromFranzy @MichaelPechman @ugwigr @EmpiresPod_ @melisatokmak You're missing @gowithquo

@JasonrShuman @yrechtman @ugwigr @MichaelPechman @RishRoo @thetysonchen @EmpiresPod_ @melisatokmak @AlexfromFranzy The Plz Fix I needed… revision incoming!

@GrahamSibley2 @yrechtman @ugwigr @MichaelPechman @RishRoo @thetysonchen @EmpiresPod_ @melisatokmak @AlexfromFranzy Don’t forget Bobyard and Tradesly

Advice from Charlie Munger:

Excellent advice from Li Lu:

@skupor @JoshuaKushner What a bar.

Love this from @JoshuaKushner - "Just as we have ignored the critics in the past, we guard ourselves against the lure of praise."

🔥

Incredible