Dan
22.8K posts

Dan
@danmurrays
Co-Founder of Heights. Angel Investor in 100+ startups. Girl dad. Cat dad. English lad.


3 things I look for when considering a new brand: #1 - TAM. TAM is undefeated. find a massive market. i prefer red oceans over blue because i know there's plenty to eat in red oceans - you just gotta know how to get it. go specifically broad. #2 - recurring revenue model. life is too difficult if u have to use meta ads to buy every sale. #3 - efficacious. this is a contrarian take, sadly. it has long been assumed that customers don't really care, it's all about hte marketing, everyone uses the same ingredients, etc. to be clear, am i saying that an ok product with great marketing loses to a great product with ok marketing? absolutely not. obviously, the marketing wins. i am simply saying, with the same logic used in #1, great marketing + highly effective product = higher ceiling, aka, most value. and isn't that what business is supposed to be about? making the most amount of cash? this is the framework i use.






This is extremely welcome.

No Guardian article has ever brought me more joy than this. Some best bits: "This evangelising of a wealth tax should have made for a truly amazing documentary. But it allows its host to be totally out-argued by all his interviewees. Why?" "Stevenson is not an appealing presenter. He has an adolescent bullishness about him that comes across badly on screen, raising a sort of fight-or-flight response in the viewer instead of encouraging engagement" "He is outdone and undone by almost all of his interviewees." Stevenson was "left floundering, without convincing comebacks to any of them." "Just a faintly embarrassing waste of time." If Gary cannot even convince the Guardian's TV critic that he is not just a grifter, it's no wonder he is deciding to quit










