Charlie Carter

3.1K posts

Charlie Carter

Charlie Carter

@charlespcarter

CEO, The Carter Group.

Seattle, WA Katılım Haziran 2009
726 Takip Edilen402 Takipçiler
Charlie Carter
Charlie Carter@charlespcarter·
@stevemur Yes, the affordability problem is entirely due to progressive politics and totally unrelated to fact that Puget sound area has 4th highest per capita GDP in US, and significant wealth concentration
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Charlie Carter
Charlie Carter@charlespcarter·
When someone on Twitter says "here are X truths they will never tell you about", understand you are about to receive advice from a conspiracy theorist.
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Charlie Carter
Charlie Carter@charlespcarter·
@LukeGromen MSM is only source holding this administration accountable for this war
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Luke Gromen
Luke Gromen@LukeGromen·
“Many of the 13 military bases in the region used by American troops are all but uninhabitable, with the ones in Kuwait, which is next door to Iran, suffering perhaps the most damage.” -NYT just now First MSM admission I’ve seen of this fact
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Charlie Carter
Charlie Carter@charlespcarter·
@Bkclaims Regulators have tacitly allowed gambling in crypto. 99% of these tokens are “solving” the problem of lack of speculative supply. Nothing more.
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Thomas Braziel
Thomas Braziel@Bkclaims·
Sometimes crypto feels like a joke — same KYC/AML, same cancel culture, just wrapped in a “decentralized” narrative. Blockchain itself? Very real. Cheap transfers, weekend settlement, micropayments — that’s useful. But do we need 10,000 tokens for that? Probably not. If you’re not Bitcoin, good luck. Most of this is just rebuilding the existing financial system with extra steps… unless you’ve got real distribution and partnerships.
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Charlie Carter
Charlie Carter@charlespcarter·
@rossmacleodputt @LouStagner Play it down. At least in US, its the norm to concede 3 footers. Healthier if we all just embrace we are in love with a hard game!
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Ross MacLeod Putting
Ross MacLeod Putting@rossmacleodputt·
Maybe I’m being dumb but those first 2 paragraphs don’t make sense to me Lou. We can either have a good lie in the fairway. Or not. The vast majority of times you’ll be good. Then there’s the rare times it’s not. Within those rare times it’ll sometimes be clear we’re in a divot. Other times it’ll be questionable. Whether questionable on a divot or obvious it’ll be a pretty rare occurrence. Maybe rules need changing around pitchmarks / aeration marks. Valid points but doesn’t change my mind on fairway divots.
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Charlie Carter
Charlie Carter@charlespcarter·
@KYRRadio Shaun Scott is a far leftist who failed to get elected to Seattle City Council. Crazy legislation gets proposed all the time. This will not become law
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Kevin Dahlstrom
Kevin Dahlstrom@Camp4·
We did a family road trip to Taos this week. 5 hours each way. Our Model Y did 100% of the driving. Zero interventions. One 12-min stop each way to charge during a bathroom break. Two 25-min charges in Taos while shopping. $57 total. Three things: 1) Most people don’t know that self-driving is solved. It’s mind-blowing and alleviates a surprising amount of mental load. When the supervision requirement is removed, it will be an even bigger game-changer. 2) Once you drive a Tesla, all other cars feel like relics from a bygone era. There are lots of subtle features that you don’t notice until you drive a regular car again. 3) Tesla is light years ahead of all other automakers and that gap will only grow because no other car company can design from first principles.
Kevin Dahlstrom tweet media
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Charlie Carter
Charlie Carter@charlespcarter·
@Camp4 @bradford_hardin Drove model s from 2013-2021. Enjoyed it, but dont miss it. Now drive 2001 Lexus LS 400. Fuel burner, but very well built car.
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Charlie Carter
Charlie Carter@charlespcarter·
@Bkclaims Humbly, not really true that these deals loaded with terms if company has momentum. Probably a 1x non-participating preferred, without ability to block future equity or credit financings
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Thomas Braziel
Thomas Braziel@Bkclaims·
Everyone sees “$22bn valuation” headlines and assumes that’s the real price. It’s not. Late-stage venture rounds are often loaded with liquidation preferences, ratchets, and other protections. The new money isn’t taking common equity risk - it’s getting paid back first. If the company exits below that headline number, those investors still get their capital (sometimes more) before common sees anything. In some cases, you even get anti-dilution that further crushes earlier http://holders. So what looks like “equity at $22bn” is often closer to structured capital - think debt with equity upside. Meanwhile, people are buying common on secondary platforms at “discounts” to these marks… without realizing they’re sitting behind a stack of preferred that fundamentally changes the payoff. Headline valuations ≠ economic reality. Kalshi raises over $1 billion at $22 billion valuation in ongoing Coatue-led round: theblock.co/post/394498/ka…
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☔🔥☔
☔🔥☔@kirbywinfield·
in spite of everything seattle still a top tier tech city…for now!
☔🔥☔ tweet media☔🔥☔ tweet media
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Charlie Carter
Charlie Carter@charlespcarter·
@pmarca If you are still posting about this, you might be displaying introspection. Uh-oh
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Jesse Proudman
Jesse Proudman@jesseproudman·
@KromanDavid The economics have to work for a team to return. If a team doesn’t feel like they can attract the proper talent, that impacts the desire to return. The ownership group would also be exposed to this tax.
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David Kroman
David Kroman@KromanDavid·
It may end up being true that the millionaire’s tax affects players’ desire to come here, but that argument is getting muddled with the question of whether a *team* comes here. The below argument is essentially that the Sonics will be bad when they come back
Jesse Proudman@jesseproudman

Seattle: "We want the NBA!" Also Seattle: Enacts 10% income tax on high earners and has terrible weather 3/4 of the year. NBA players: "Thanks but we'll pick Miami or anywhere else." NBA players making $40M+ will love paying $4M/year for the privilege of playing in Seattle.

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James B
James B@piercepenniless·
Among the amazingly, amazingly stupid claims made here is the idea that nobody in the early 17th century was introspective, an idea so stupid it barely qualifies as an idea.
David Senra@davidsenra

Great men of history had little to no introspection. The personality that builds empires is not the same personality that sits around quietly questioning itself. @pmarca and I discuss what we both noticed but no one talks about: David: You don't have any levels of introspection? Marc: Yes, zero. As little as possible. David: Why? Marc: Move forward. Go! I found people who dwell in the past get stuck in the past. It's a real problem and it's a problem at work and it's a problem at home. David: So I've read 400 biographies of history’s greatest entrepreneurs and someone asked me what the most surprising thing I’ve learned from this was [and I answered] they have little or zero introspection. Sam Walton didn't wake up thinking about his internal self. He just woke up and was like: I like building Walmart. I'm going to keep building Walmart. I'm going to make more Walmarts. And he just kept doing it over and over again. Marc: If you go back 400 years ago it never would've occurred to anybody to be introspective. All of the modern conceptions around introspection and therapy, and all the things that kind of result from that are, a kind of a manufacture of the 1910s, 1920s. Great men of history didn't sit around doing this stuff. The individual runs and does all these things and builds things and builds empires and builds companies and builds technology. And then this kind of this kind of guilt based whammy kind of showed up from Europe. A lot of it from Vienna in 1910, 1920s, Freud and all that entire movement. And kind of turned all that inward and basically said, okay, now we need to basically second guess the individual. We need to criticize the individual. The individual needs to self criticize. The individual needs to feel guilt, needs to look backwards, needs to dwell in the past. It never resonated with me.

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Charlie Carter
Charlie Carter@charlespcarter·
@davidsenra @pmarca Pretty sure 2000 years sgo Socrates was doing what you guys think started 100 years ago. Another possibility is some people are introspective and some are not. News to you because you are not. Guess that is why my heroes tend to be intellectuals, not biz folks
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David Senra
David Senra@davidsenra·
Great men of history had little to no introspection. The personality that builds empires is not the same personality that sits around quietly questioning itself. @pmarca and I discuss what we both noticed but no one talks about: David: You don't have any levels of introspection? Marc: Yes, zero. As little as possible. David: Why? Marc: Move forward. Go! I found people who dwell in the past get stuck in the past. It's a real problem and it's a problem at work and it's a problem at home. David: So I've read 400 biographies of history’s greatest entrepreneurs and someone asked me what the most surprising thing I’ve learned from this was [and I answered] they have little or zero introspection. Sam Walton didn't wake up thinking about his internal self. He just woke up and was like: I like building Walmart. I'm going to keep building Walmart. I'm going to make more Walmarts. And he just kept doing it over and over again. Marc: If you go back 400 years ago it never would've occurred to anybody to be introspective. All of the modern conceptions around introspection and therapy, and all the things that kind of result from that are, a kind of a manufacture of the 1910s, 1920s. Great men of history didn't sit around doing this stuff. The individual runs and does all these things and builds things and builds empires and builds companies and builds technology. And then this kind of this kind of guilt based whammy kind of showed up from Europe. A lot of it from Vienna in 1910, 1920s, Freud and all that entire movement. And kind of turned all that inward and basically said, okay, now we need to basically second guess the individual. We need to criticize the individual. The individual needs to self criticize. The individual needs to feel guilt, needs to look backwards, needs to dwell in the past. It never resonated with me.
David Senra@davidsenra

My conversation with Marc Andreessen (@pmarca), co-founder of @a16z and Netscape. 0:00 Caffeine Heart Scare 0:56 Zero Introspection Mindset 3:24 Psychedelics and Founders 4:54 Motivation Beyond Happiness 7:18 Tech as Progress Engine 10:27 Founders Versus Managers 20:01 HP Intel Founder Legacy 21:32 Why Start the Firm 24:14 Venture Barbell Theory 28:57 JP Morgan Boutique Banking 30:02 Religion Split Wall Street 30:41 Barbell of Banking 31:42 Allen & Company Model 33:16 Planning the VC Firm 33:45 CAA Playbook Lessons 36:49 First Principles vs. Status Quo 39:03 Scaling Venture Capital 40:37 Private Equity and Mad Men 42:52 Valley Shifts to Full Stack 45:59 Meeting Jim Clark 48:53 Founder vs. Manager at SGI 54:20 Recruiting Dinner Story 56:58 Starting the Next Company 57:57 Nintendo Online Gamble 58:33 Building Mosaic Browser 59:45 NSFnet Commercial Ban 1:01:28 Eternal September Shift 1:03:11 Spam and Web Controversy 1:04:49 Mosaic Tech Support Flood 1:07:49 Netscape Business Model 1:09:05 Early Internet Skepticism 1:11:15 Moral Panic Pattern 1:13:08 Bicycle Face Story 1:14:48 Music Panic Examples 1:18:12 Lessons from Jim Clark 1:19:36 Clark Versus Barksdale 1:21:22 Tesla Versus Edison 1:23:00 Edison Digression Setup 1:23:13 AI Forecasting Myths 1:23:43 Edison Phonograph Lesson 1:25:11 Netscape Two Jims 1:29:11 Bottling Innovation 1:31:44 Elon Management Code 1:32:24 IBM Big Gray Cloud 1:37:12 Engineer First Truth 1:38:28 Bottlenecks and Speed 1:42:46 Milli Elon Metric 1:47:20 Starlink Side Project 1:49:10 Closing Includes paid partnerships.

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Charlie Carter
Charlie Carter@charlespcarter·
@jesseproudman Someone who is a community leader, or at least participant, would be much better
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