Startup CTO in Japan, Angel Investor, part-time startup advisor, HNTokyo founder and MC, Python enthusiast, ex-Sony Music
NYC | Tokyo
| Website | https://pauloswald.com |
Startup CTO in Japan, Angel Investor, part-time startup advisor, HNTokyo founder and MC, Python enthusiast, ex-Sony Music
NYC | Tokyo
| Website | https://pauloswald.com |
I feel I have to say that while I have a video camera doorbell, it is... not connected to the Internet at all?? It’s just a closed circuit situation. It’s... normal in Japan, every home has one.
It’s absolutely nutso that Ring ever became popular, because the technology to do this without the Internet already existed.
A List of Predictions Made in 1926 About 2026
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I started with value investing. Calculate book value and margins of safety. Over time, growth investing took over my world. A company can build a huge moat over very long time periods. It may look unprofitable but can leverage it's own growth and equity to hire the best employees, close huge deals, and dominate markets.
I think we're now in an era of Roadrunner investing. There are so many companies that don't make any sense by standard metrics but if they just don’t look down they can make it