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Champster

@sansbg7

AI / web3 / startups / cualquier otro tren del mame

Elon Musk land Katılım Mart 2009
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Champster
Champster@sansbg7·
@UCS_GCDMX siguen manifestantesbloqueando carriles de carretera mex-toluca (km14) y paseo lilas generando fila gigantezca
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Champster
Champster@sansbg7·
Otro año mas recordandoles que @Ticketmaster_Me es la peor mierda que existe y todos sus directivos deberian de meterse un palo con clavos por el culo todas las mañanas. Fin del comunicado
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Tomas Pueyo
Tomas Pueyo@tomaspueyo·
Here are the most FASCINATING facts I could find about Mexico: 1. Mexico is so huge it’s hard to comprehend. You can fit 30 European countries in Mexico and still have room to spare
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James Lucas
James Lucas@JamesLucasIT·
Thread of movie scenes inspired by art 🧵 1. Shutter Island - Klimt's Kiss
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Emmanuel Rincón
Emmanuel Rincón@EmmaRincon·
🇨🇳 Trabajadores en almacén de Temu, turnos de 12 horas con salarios aproximados de 3$ por hora. ¿Libre mercado con China? Es imposible competir en igualdad de condiciones con países en los que todavía existe la esclavitud y el Estado es dueño de todo.
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Alex Lieberman
Alex Lieberman@businessbarista·
Such a simple but powerful framework by Bezos. Bad leaders spend way too much time on type 1 decisions because: - They can’t distinguish type 1 & 2 decisions - They don’t fully trust their people
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Latinometrics
Latinometrics@LatamData·
🇲🇽📲 @mercadopago quintupled its monthly active users in Mexico post pandemic and became the 2nd most-used banking app in the country this year.
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Champster
Champster@sansbg7·
"It’s so simple: You spend less than you earn. Invest shrewdly, and avoid toxic people and toxic activities, and try and keep learning all your life...And if you do all those things you are almost certain to succeed." - Charlie Munger
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Nick Huber
Nick Huber@sweatystartup·
A hill I'll die on: 95% of entrepreneurs should forget about technology (a few big fish and a lot of sophisticated fishermen) and focus on small business (small fish everywhere and really crappy fishermen). A THREAD:
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Daniel Vogel
Daniel Vogel@vogelito·
@sansbg7 Gracias! Trabajando con el equipo para que den la cuenta de baja. Si puedes, te agradecería mucho que la reportes como falsa.
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fintechjunkie
fintechjunkie@fintechjunkie·
There has been and always will be two competing Venture Capital investment frameworks. The lexicon I've adopted: Investors are either Fundamentalists or Revolutionaries. Fundamentalists believe that what’s possible is dictated by the dynamics of an ecosystem. Building in stages on top of solid unit economics is what matters. To Fundamentalists, the journey matters because great companies are built on top of good companies. Revolutionaries believe that what’s possible is a function of differentiation. Dominance of a big market is the only goal. To Revolutionaries, only the destination matters because success is a function of an amazing team eventually dominating an ecosystem with large TAM. Fundamentalists believe that financials matter because a company’s enterprise value will eventually collapse to a function of margin, volatility, profit and growth. Revolutionaries believe that dominance is the goal and financials will follow. These differences materialize in the advice that a Founder is given by an Investor regarding how to deploy capital and how important systemic de-risking is. It also shows up in how businesses are valued by Investors! For any business, valuation is a function of the intrinsic value of the current business plus the option value of what can be built in the future. Fundamentalists and Revolutionaries weigh the components of valuations vastly differently. Fundamentalists place a lot of value on the current machine and trajectory of the business while Revolutionaries place a lot of value on the option value associated with the possibility of building a dominant company. But even with these differences, over the long run the best investors have historically delivered great returns regardless of their philosophy. Great investors spot great opportunities. What has changed is that liquidity events (IPOs and strategic sales) are aligning with Fundamentalist thinking and valuation methodologies more than Revolutionary narratives. Internalize this because it's really important. It means that connecting the dots between a Seed stage investment and a liquidity event MANDATES shifting from a Revolutionary mentality to a Fundamentalist mentality. Think about what this means for companies that haven't gotten far enough fast enough. Mid and later stage Revolutionary Investors are hard to come by these days and it's not going to change anytime soon.....
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