JSJ

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JSJ

JSJ

@prepboywannabe

Self-aware of my self-obsession

Katılım Eylül 2010
1.3K Takip Edilen226 Takipçiler
JSJ
JSJ@prepboywannabe·
@Rajat_Hubli @kevinyien 2018-2022 Square was stretched across retail POS, Afterpay, Cash App, Tidal, and Bitcoin, and execution suffered. Toast didn’t just catch up, it passed Square in FSR decisively. Having been on the Square GTM side, the lack of focus was obvious. QSR is still winnable, FSR is gone
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Rajat Hubli
Rajat Hubli@Rajat_Hubli·
@kevinyien There must be a commercial or GTM reason why an existing QSR would migrate to Toast from Square. I get the product reason you mentioned for full service restaurants.
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Kevin Yien
Kevin Yien@kevinyien·
Fine, Matt, I’ll take the bait. Quick service restaurants were Square’s bread and butter. You couldn’t walk into a cafe, counter deli, or food truck and not see that iconic point of sale. But we lacked the functionality for full service restaurants. Turns out the software is only half the equation for those restaurants. Professional services was the other. And that was not our strong suit (at the time). As the original PM, I feel very responsible for not forcing several decisions through that were vetoed (across product strategy, pricing, services, packaging, commission, geo). Now, Toast is also a juggernaut. I think it’s worth pausing to acknowledge that even if Square did everything perfectly, there was a very high chance that Toast still won the market. They were fully verticalized, obsessed about their margin profile, and had excellent talent across every aspect of product and GTM. But damn, it’s hard not to think about how things could’ve panned out differently. One day I need to do a proper write up (just for myself).
Matt Janiga@regulatorynerd

One of the reasons I ended up at Stripe was Alyssa Henry. Square had recently purchased Caviar, the food delivery service, and Caviar ran payments on Stripe. A group of us thought this was silly. A fantastic PM (Jess) and an EM (JAW) found me to ask what legal things they needed to build a set of payment APIs and make Caviar the first customer. The good news was that we had all the things they needed in-house. We just needed to sort out some PCI things (easy for us because Square had world class experts here) and do some online terms (easy for me). They took it to Alyssa and the project got vetoed. In her mind this was a simple buy vs. build decision. Stripe worked. We should put the resources elsewhere. She focused on the micro — what does Caviar need — vs. the bigger macro opportunity — online commerce was growing 3x faster than in person retail (Square’s core business) and we didn’t have a product. A recruiter from Stripe called me a few months later. It was a no brainer to do the interview. Alyssa Henry had basically told me (and a group of other people) that the Stripe product was so good there was no reason to move off of it. If another payments company like Square purposely chose Stripe, that felt like the place I — a payments attorney — should be. Square did eventually build that API and made Caviar one of its first customers (I was at Stripe when they asked for our help to migrate all the tokenized card numbers). But it was too late. Adyen ate European omni-channel enterprise retail and Stripe was eating everything else. I bet someone out there has a similar story for why Toast was able to outflank Square on restaurants. Alyssa has a great resume and has seen some fantastic things, but I’m shorting PayPal if this is who they’re bringing in as advisors.

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Rob Shaw
Rob Shaw@RobShaw_BC·
NEW - @yuri_fulmer announces a deal with OneBC's @Dallas_Brodie that if he wins @Conservative_BC leadership OneBC will not run candidates in 88 or 93 ridings and Conservatives will not run in 5 ridings to pave path for OneBC. Plus a confidence and supply agreement with Brodie.
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JSJ
JSJ@prepboywannabe·
@snortnutmeg @JakeLandauTO I said nuclear, which Avi is against and provides more than half of Ontario's energy....
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snortnutmeg
snortnutmeg@snortnutmeg·
@prepboywannabe @JakeLandauTO We're mostly hydro. It's really only the North, AB, SK that are not majority unclean (NS is in transition). We don't need NG for the grid and oil demand is near peak. a transition will need to happen sooner or later. the question do you want to be reactive or proactive.
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Jake Landau (He/Him) 🇨🇦🇵🇸🇻🇪🇺🇦
There is a concerted effort by petty losers to backstab the rightful winner of the NDP leadership contest. Avi won. He is your leader. Respect that or leave.
Polling Canada@CanadianPolling

From the Saskatchewan NDP to the newly elected Avi Lewis "The positions you have taken when it comes to Natural resource development are ideological and unrealistic ... I will meet with you (When you publicly reverse your position on these issues)"

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JSJ
JSJ@prepboywannabe·
@snortnutmeg @JakeLandauTO He's anti-energy including nuclear... There's zero chance a country of our size can run off of solar and wind
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snortnutmeg
snortnutmeg@snortnutmeg·
@prepboywannabe @JakeLandauTO staking everything on industries of the past is really bad policy for blue collar workers and will leave them ultimately worse off and the province unprepared for the future.
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JSJ
JSJ@prepboywannabe·
@T21Trader @KevGCallahan @sarobertsonca Calling someone “dumb” because you don’t understand a tweet, following it up by calling me a liberal when I am a CPC member? You need to up your reading comprehension god d
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Scott Robertson
Scott Robertson@sarobertsonca·
Avi Lewis on moving away from fossil fuels: “No one ever bombed a factory full of sunlight, JP. No one’s ever gone to war over the wind.”
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JSJ
JSJ@prepboywannabe·
@WHuang2525 @jkenney Cool but why is a Palestine flag but waved at a Canadian political party and not a Canada flag
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William Huang
William Huang@WHuang2525·
@jkenney There’s literally one in the convention hall. Calm down corporate blind mouse
William Huang tweet media
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JSJ
JSJ@prepboywannabe·
@DavidColetto Denmark is doing everything they possibly can to limit all immigration while Avi said we need way more immigrants
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David Coletto 🇨🇦
David Coletto 🇨🇦@DavidColetto·
I’m probably in the minority but I think there’s an audience for Lewis’ message. Maybe not today, but in 12-14 months it will be there. Look what’s happening in other countries like the UK, Germany, Denmark, France etc Eco/AI populism is gaining ground. Canada is not immune to the same forces. #cdnpoli
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Solidarity North
Solidarity North@solidaritynrth·
@nenshi Wab kinew most popular premier says to build a strong Canada we need a strong federal NDP
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Naheed Nenshi
Naheed Nenshi@nenshi·
Today, the federal New Democratic Party selected its new leader. It is clear that the direction of the federal party under this new leader, someone who openly cheered for the defeat of the Alberta NDP government, is not in the interests of Alberta. Last year, Alberta’s New Democrats voted overwhelmingly to make membership in the federal party optional. Many thousands of our provincial members, including myself, are not members of the federal party. We are a big tent and welcome the support of people who vote for every federal party. We believe in Alberta and we believe in Canadian energy and the good jobs it creates. We believe in more pipelines and in reducing emissions. We believe in strong public services and a strong jobs-driven economy to help pay for them. This is what we are fighting for every day. Albertans deserve federal leaders who understand the importance of Alberta and our essential role in the federation. Our focus is not on what the federal NDP says or does. Our fight is with Danielle Smith and the separatist UCP. Albertans deserve a better government, and we are here to be that better government.
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JSJ
JSJ@prepboywannabe·
@DerekPederson3 @blearpy @Noahpinion The bat caves are 1000 km+ away from Wuhan compared to the 10 km lab…. There’s a reason why China is suppressing it lol
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Ben Spurr
Ben Spurr@BenSpurr·
A Toronto councillor broke ethics rules by calling a constituent a racist, a city watchdog found. Council didn’t agree thestar.com/news/gta/a-tor…
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JSJ
JSJ@prepboywannabe·
@alldandi @2and20YT @JakeLandauTO Do you know how deficits work? Do you think paying more on interest per year than healthcare is a good thing?
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JSJ
JSJ@prepboywannabe·
@connor__peters @janus_bifrons What's your argument here? That the government should provide free jobs just for the sake of it? Are you unable to realize what got us into this mess in the first place?
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Connor 🇨🇦🏘🚎
Connor 🇨🇦🏘🚎@connor__peters·
Folks what are we doing here? 41% cut to the CRA (how does this help our revenue problem?) 70% cut to Fisheries & Oceans 26% cut to Citizenship & Immigration 99% cut to Canada Post (!!) 50% cut to VIA Rail 20% cut to Public Health Are we replacing the gvmt with AI? #cdnpoli
Connor 🇨🇦🏘🚎 tweet mediaConnor 🇨🇦🏘🚎 tweet media
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JSJ
JSJ@prepboywannabe·
@HasAhmed_ "When one religion is singled out repeatedly as a civilisational risk" Yeah the religion that has committed 70%+ of terrorist attacks in the UK in the past 10 years
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JSJ
JSJ@prepboywannabe·
@doomerzoomer @ASDLKJ20285225 If you think Raya is only for celebrities and rich people you're the retarded one. Make over 150k, 8/10 appearance wise and a decent linkedin you are in.
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Zoomer 🧢
Zoomer 🧢@Doomerzoomer·
@ASDLKJ20285225 you're retarded lol this app is literally only for celebrities and rich people
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Zoomer 🧢
Zoomer 🧢@Doomerzoomer·
Eileen Gu is single and on Raya btw
Zoomer 🧢 tweet media
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