@poswald

194 Followers
460 Following
1,049 Posts

Startup CTO in Japan, Angel Investor, part-time startup advisor, HNTokyo founder and MC, Python enthusiast, ex-Sony Music

NYC | Tokyo

Websitehttps://pauloswald.com
Amazing work Google
a list of things to do while waiting for doom, posted on america online by user "wolkonsky", while waiting for the release of doom (august 27th, 1993) https://web.archive.org/web/20030108132329/https://rome.ro/lee_killough/humor/doominsa.txt
@amake you know what time it is… Daiso time.

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.

If you put the Apple icons in reverse it looks like the portfolio of someone getting really really good at icon design

A List of Predictions Made in 1926 About 2026

🧵

Gianni Crea holding the keys to the Vatican
TIL that "walk off home run” (a home run that ends the game) was coined in the 80's and only entered common use in the late 90’s or 2000’s. Explains why I didn't know exactly what it was referring to (it's the other team walking off the field while you round the bases). https://en.wikipedia.org/wiki/Walk-off_home_run
Walk-off home run - Wikipedia

At first I thought these companies were doomed... they were running with risks that seemed insurmountable. I've been tempted to short some of them. But time and again, they make it across the chasm and continue along, strong as ever. Mastering the hype around your company and keeping your investors faithful has really become a core business skill. I dislike it but it’s kind of a superpower.

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