Michael Frank

Video of Investing in Sports Ventures Panel w/ @NedRenzi @ethankurz @deepenparikh @scotchisholm ow.ly/4ntCeK #sportsandtech

Good tweet! There should be a Mendoza line for this. Maybe call it substance line or vapor ware line and metric is related to renewal on b2b or retention or repeat purchase on consumer

Missing chapters / future substack essay: the abundance movement for pickleball and tennis courts... cc: @ezraklein @michaelkosta @mattyglesias @DKThomp

@auren Need napkin chart where y is mustache length, x is credibility and different professions listed

you more or less likely to invest in a founder with a mustache?

@rohindhar I think this one works: #property-history" target="_blank" rel="nofollow noopener">redfin.com/CA/Olympic-Val… Let me know if you disagree

Have been trying to figure out how to make the numbers work on a vacation rental in Tahoe for twelve years And I think after looking at every possible angle Still can’t find a way to make it work 😅

@sethjberman @rohindhar If you want to do the fantasy of dropping a box on cheap land in very rural area, you can potentially do it but you are usually really committing to a pretty full off grid set up (doable but costly) or significant costs and work to get utilities to site and permits etc.

We had a lot near Russian River and spent quite a bit on surveys and plans with Connect. I put countless hours into making my STR model to work (it didn’t without overly optimistic assumptions). We finalized the design details and costs, and we were days away from moving forward. Then we decided to move to Austin and sold the lot. Dodged a bullet for sure.

Modular home builder Connect Homes appears to have gone out of business, taking customer deposits with it

@sethjberman @rohindhar Yes - this happened a few months ago and a bunch of customers got screwed. This has happened to a bunch of these prefab co's the specialize in high end SFR. The draw schedule for offsite housing meaning you prepay for stuff to some extent.

6/ thoughts? @AndrewMarchand @richarddeitsch @Ourand_Puck @johnhollinger @TheSteinLine @lessin

5/ the only downside of this is its a grind doing all that content creation and travel but he was already doing that. Added bonus here is you can't get fired again from anything but TV, so you control your destiny.

1/ .@NateDuncanNBA How much do you offer @ZachLowe_NBA to join you i.e. how many incremental subs does him joining you add. Interested if it's its worth the $1mm-ish+ he would get from a media company.

@lessin They do - you just need to be an advertiser with a rep who can enable this and you need the explicit permission of the account your promoting's permission. I've done this many times as an advertiser

Why doesn't twitter allow you to pay to promote other people's content (not just your own?) -- it probably wouldn't be a huge business for them, but intellectually the "like with money" that gives extra distribution weight seems like an easy an obvious product

@palisadestahoe I just wanted to confirm that kids 4 and under still ski free next year. I noticed that there is a 4 and under ikon pass, but I just want to confirm that at palisades next year, kids 4 and under still ski free. Thanks!

1 of 15: It has been hard to convey, through anecdotes or data, how bizarre the U.S. housing market has become. For example, a Bethesda, Maryland homebuyer working with @Redfin included in her written offer a pledge to name her first-born child after the seller. She lost.

@hillank @NamecheapCEO thanks - just dm'd

@balajis Honest question: are you trying to build this, either by yourself as a startup or by partnering with a huge co (telcom, device maker, social network etc.)? Seems like you have the brand and skill set to raise a lot of money and bring together resources to try to do this

The only reason we are in this situation is insufficient societal focus on technology. The virus would be a trifle with better diagnostics, vaccines, drugs. Find it, shield against it, kill it. Like every other predator that has ever come after humans, from lions to polio.

Interesting - feels like there is an opportunity to create the cross river bank for college. I.e. college to be a platform for others user facing innovation. I’m guessing a u.s. school might be better for accessing student loan financing though. Thoughts? @ShaanVP

6/ would be a super cool growth equity spin out play a la reddit (which is my hope), but i'd be surprised if there was the demand given the recent $200mm sale to wework

5/ Eventbrite feels like an incredibly obvious acquirer, but it wouldn't shock me if Stripe, who is much better capitalized, and is ambitious about making themselves central to the tech ecoystem bought them

1/ one of the most interest things about Wework recently choosing to pump the brakes, is the idea that they may sell @Meetup which is a super cool target