ThinkValue.co

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ThinkValue.co

ThinkValue.co

@think_value

Valuation toolkit: https://t.co/HooxFFB1zE

Katılım Nisan 2021
174 Takip Edilen185 Takipçiler
CuiBono
CuiBono@CuiBonoCapital·
When can we start looking for beach properties in Cuba? Hemingway’s old stomping grounds in Playa Pilar looks nice
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Matthew Prince 🌥
Matthew Prince 🌥@eastdakota·
Tobi puts this better than I’ve ever been able to.
Startup Archive@StartupArchive_

Shopify CEO Tobi Lutke explains Goodhart’s law and why he doesn’t like KPIs or OKRs “Goodhart’s law is real. The moment a metric becomes a goal, it’s no longer a useful metric… No metric by itself is a complete heuristic for a complex business. There’s a million different tensions in a company, and you can’t keep all of them in harmony by optimizing for one thing.” For this reason, Shopify doesn’t use KPIs or OKRs. But as Tobi explains, this doesn’t mean they don’t value data and metrics. “We are extremely data informed. We have invested enormous amounts of money and time into systems that give us basically everything at our fingertips… But what Shopify attempts to do is just not over-fit for what’s quantifiable.” People love optimizing for highly-quantifiable things because there’s immediate gratification that comes from seeing a number go up. But Tobi thinks that the most important aspects of a product are rarely quantifiable: “The overlap of the most valuable things you can do with a product and the things that happen to be fully quantifiable are like maybe 20%. Which leaves 80% of a value space unaddressable by the people who only look at quantifiable things.” He continues: “Shopify is comfortable with unquantifiable things like taste, quality, passion, love, hate… The sort of deep satisfaction that a craftsperson feels when they’ve done a job well is actually a better proxy if you allow it to be.” They then have robust analytics systems that tell the company if something’s wrong or a new rollout breaks something. “We think about it as a cockpit for a pilot. The decisions are still made by pilots, and we think this leads to better results… I think there needs to be more acceptance in business of unquantifiable things… And then metrics take a support function.” Source: @lennysan (Feb 2025)

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dalibali
dalibali@dalibali2·
If there’s a machine you can implant In your stomach that automatically measures calories and nutrition, would you do it?
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Jon Brooks
Jon Brooks@jonbrooks·
@neet_sol and they have to be. most people are B or C players, sadly. not much self accountability. MOST - not all - people will do the bare minimum to collect $ and keep their job. It's a culture we need to change.
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Neet
Neet@neet_sol·
There are 45 year olds being micro managed for 8 hours at work everyday
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ThinkValue.co
ThinkValue.co@think_value·
@WagieCapital I mean, congratulations to all who celebrate, but what is happening here?
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Wagie Capital
Wagie Capital@WagieCapital·
The surge in memory stocks is far dumber than the surge in chip stocks All these memory names are guaranteed to retrace $SNDK $STX
Wagie Capital tweet mediaWagie Capital tweet media
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ThinkValue.co
ThinkValue.co@think_value·
@htmx_org Please help, I can't decide which has more aura: 1. The frameset + row/col template 2. The language setting without the abbreviation 3. The chad NOFOLLOW
ThinkValue.co tweet media
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ThinkValue.co
ThinkValue.co@think_value·
@buccocapital If you were starting today, 2-y runway funded for 5 people, what kind of business would you need to be, in order to fit as a Wix customer?
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BuccoCapital Bloke
BuccoCapital Bloke@buccocapital·
Wix purchased 30% of its shares at $92 merely 6 weeks ago and the stock is already down ~45%. Whoops!
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ThinkValue.co
ThinkValue.co@think_value·
Here is $AMD How do you know if it's going to be an $NVDA or an $ORCL?
ThinkValue.co tweet media
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ThinkValue.co
ThinkValue.co@think_value·
@nickshirleyy Context: I've been to Cuba and love the people there, I know what they will deal with as this goes out. Really dissapointed in @nickshirleyy
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ThinkValue.co
ThinkValue.co@think_value·
@nickshirleyy I can round up all the guys you interviewed in an afternoon. You really should have take better care to anonymize them. You really did them dirty.
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Nick shirley
Nick shirley@nickshirleyy·
🚨Inside Communist-Controlled Cuba: As Cuba faces its largest humanitarian crisis in years amid growing tensions with the US, I went to see what 60+ years of communism has done to a country. Within 24 hours I was planning my escape out of the country after being followed by their intelligence agents, and a 2 star general waited to interrogate me outside my hotel room at 4 AM. Right now Cuba has no oil or gas, 7/10 people are going hungry, there is no medicine and some haven't even had eggs in a year. In communism there is no freedom of speech or press, and I was almost taken hostage for asking about communism. This is a look into Cuba like never before, no one truly knows how bad it is until now. Like and share this video like wildfire!
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ThinkValue.co
ThinkValue.co@think_value·
@BarbarianCap If I was the CCP I’d recruit a couple of million females to marry all the single US/EU men. Operation p-force.
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ThinkValue.co
ThinkValue.co@think_value·
@dhh Expand your mind, make the desktop scrollable.
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DHH
DHH@dhh·
Maybe Windows was right about bottom bar?
DHH tweet media
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ThinkValue.co
ThinkValue.co@think_value·
@htmx_org Hear me out, Google Sheets is a VM under the hood and you can do some really wild things with it.
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ThinkValue.co
ThinkValue.co@think_value·
@atelicinvest nice sales pitch from the guys over at Y, ideally you want to minimize the lines of code you need to accomplish the same work, same principle as ROIC. There is a sweet-spot for abstractions, you don't want to make your code extra dense, but implement abst. only when y need to
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Unemployed Capital Allocator
Unemployed Capital Allocator@atelicinvest·
I'll confess Working heavily with AI has reduced my enjoyment of work by like 200% I think it has a lot to do with the combo of fomo, unrealistic expectations and constantly going at the limits of my tiny brain Not sure what to do about it
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ThinkValue.co
ThinkValue.co@think_value·
@P_Remarks CRM + HUBS + SAP and you’ve got yourself a nice r/r bundle.
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