TechAdmix

  What to do when the stock market gets crazy

  Framework for evaluating company's actions Friedbergs rubric for business value creation

  Apple and Google are big but they are not conglomerates Apple Should Break Out of Its Comfort Zone With Bold M&A Hershey Kisses chocolate packaging

  Cleancult Liquid Hand Soap Refill, Lavender Scent, 16 oz, 3 Pack, Cruelty Free, Moisturizing, Biodegradable, Eco Friendly Cleancult founder Ryan Lupberger

  In the Middle of Transition: 2022 Semiconductor Outlook  shows semiconductor shift to secular market.  Is the Semiconductor Industry's Boom-Bust Cycle Finished? Chip sector flirting with bear-market territory as semiconductor earnings kick off "Rock’s Law, which is sometimes referred to as Moore’s second law, predicts that the cost of building next generation semiconductor chip fabrication plants will double every four years." -   Semiconductors: U.S. Industry, Global Competition, and Federal Policy October 26, 2020

  Amp It Up: Leading for Hypergrowth by Raising Expectations, Increasing Urgency, and Elevating Intensity I loved this line from Frank Slootman’s new book. Amp It Up. “These rejections left me with an unfavorable opinion of many venture capitalists who could not recognize talent if it smacked them in the face.” — Ho Nam (@honam) January 25, 2022

  Before, the only way to learn from investing legends was to get into Columbia Business School. It featured greats such as Ben Graham, Joel Greenblatt & Bruce Greenwald. Today, the internet has made education available to all for FREE! The top 5 'lectures' by fund managers: — Thomas Chua (@SteadyCompound) January 25, 2022

Fauci says that trying to make variant specific vaccine can result in Whackamole. That is so easy to understand. 

 " While I am an impatient person, I have never really minded the time it takes for food to reach my house via Uber Eats or similar. But for many folks, it’s too long a wait." - Alex Wilhelm,  Techcrunch I think this makes me get a little of why instant delivery seems like its needed. Some customers have been dissatisfied that their food never arrived and they were never notified that it wont. Its kind of like the eta post window. Without a strict bun in the oven time, its hard to know when to check back both from the sender and receiver side. Having a shorter timeframe of the transport/delivery ensures that the window of ensuring that the customer had received widens.  In 2015,  Dominos  had a delivery in 15 min for 5$ and 3$ if within 20min. The intended audience according to the article - " drive-through customer".  GPS driver tracker added. Something similar has been done for postal deliveries. If you want something done, do it yourself becomes, if you ...

How SoftBank Vision Fund Invests in Consumer with Nagraj Kashyep, Managing Partner at SoftBank Vision Fund go1  training uses Spotify model. Founders too chose to work with "people" at funds.

  Amazon Broadcom

  The hardest thing about putting flying taxis in the air won't be the actual flying part https://t.co/cIWPhpYQlE — Businessweek (@BW) January 22, 2022 Today, there was something in the air that made reverberating sounds like the Pylons in The Lost.  Technology Mini airplane, Miniature helicopters or both STOL  - Short takeoff and landing EVTOL Balance between hovering and forward flight Batteries Electric Motors Propulsion systems Electric propulsion Landing Noise Regulators European aviation regulator EASA. The Economics of Vertical Mobility  from Porsche Consulting Wisk

  What are the jobs to be done of an investment manager

  What does it mean to leverage an ETF? MSOs RTO  or reverse takeover Hoffman Cannabis Legalizing the leaf Marijuanamoment Cannabis Industry

 Radian Aerospace Firefly Aerospace

  kiddo  remote health monitoring for kids series A

  Inflation and Insurance

 

  Population times income  drives  Foreign direct investments

 " But the huge disparity in earnings multiples between old and new carmakers gives the former an advantage." -  Humans evolved to be negative

Truepill ( @truepill_rx ) is telehealth/diagnostics/pharmacy all-in-one— Stripe for digital health. They're interesting because they arm both the rebels (direct to patient startups) and the empire (payer/providers/pharma) Digital health now *IS* healthcare in a COVID world — garrytan.eth 陈嘉兴 🥑🌐🦇🔊🍌🔺(∞, ∞) (@garrytan) January 20, 2022   DiRx  is " a digital health company that delivers significant savings on commonly prescribed, FDA-approved generic medicines through its online pharmacy platform without the need for insurance". goodrx  stop paying too much for your prescriptions Mark Cuban pharmacy Mental Health lyrahealth littleotterhealth iterativescopes  - Precision for gastroenterology bighealth wheel  for virtual care

  Fighting inflation " They highlight in particular cyclical stocks such as financials, energy and resources companies that should actually benefit from rising prices."

  📚 Many influential business figures, including @JeffBezos , @ElonMusk , and @BillGates . say they learned some of their most important lessons from books. Here are some that the tech giants recommended adding to your reading list this year. 👇 https://t.co/rhjcI1z3JC pic.twitter.com/QUWEvLIgkN — Strategy Insider (@StrategyInsider) January 19, 2022

  The child care crisis in the United States predates the pandemic

How discrimination against female doctors hurts patients Hospitalized patients treated by female physicians show lower mortality, readmission rates " In the study of heart attack patients we described earlier, male physicians who had more exposure to female physician colleagues were better able to treat female patients." Why so many women physicians are quitting " Nursing shortages are the immediate crisis at many hospitals". Some of the companies solving nursing shift allocation  -  Gale Healthcare  matches nurses with empty shifts.  Surviving the nurse shortage . Workplace culture for nurses as well as women physicians is being looked at. Lack of nurse educators is another issue which caused " 80,000 prospective nursing students being rejected from colleges last year."  Intelycare  promises better nurse-life balance.  Incrediblehealth  changes how nurses get hired.  clipboardhealth  lets nurses work the way they want. More time spent b...

  WHO WE ARE: A vertical software business that modernizes trade schools. We offer an all-in-one SaaS platform for trades schools to... 🚀Drive enrollment 📚Support academics & learning 💼Place students into well-paying jobs That doesn’t exist today—but it really needs to. — Luke Sophinos (@lukesophinos) November 16, 2021

Bumpin': The Modern Guide to Pregnancy: Navigating the Wild, Weird, and Wonderful Journey From Conception Through Birth and Beyond Its - Elon's Population Collapse. - Sahil's tweet replied to by Vitalik. If you missed our 🔥 fertility, sperm, artificial uteruses, and all things family planning, maintaining, and parenting chat here’s your chance to catch up. https://t.co/knO2JUkudr — Leslie Schrock (@lesliejz) January 20, 2022

  Join! LP’s, investment and learning @JHMalinowski @Leandrobedolla_ @ballermoon @MGCardamone @maiab @JayKapoorNYC @rafael_t_costa @sonamvelani @nikigupta123 @VenturewithAdam @DarrelFrater @trishdigi @DelJohnsonVC @OfficialBBrooks @myfriendjanine https://t.co/v4NdZbHQK6 — Max Morales (@MaxMoralesChile) January 20, 2022

  April tax

Zowie  founders came up with the idea " blending their experiences of working with an e-commerce startup on both the product development and customer survey sides". Removed the need for "i nput responses and other workflow information into the tools" Competitors Forethought Conversational AI vs Operational AI Heyday Using chatbots, Heyday separates customer service and sales related services.  Gorgias  combines it. Cognigy competitors in the low- and no-code conversational AI space, too, including  Ada ,  Talkie ,  Snaps Landbot   competitors -  ManyChat ,  Typeform   Heyflow competitors - " Airkit  (low-code, template-based digital customer experience builder);  Landbot  and  Intercom  (customer service chatbots); and  Typeform  (less tedious forms)" 

  This was super helpful for any founders who are practicing short pitches. Thorough, thoughtful feedback and happens every week. Set a reminder! https://t.co/QqjInYsIWc — Michelle Ruiz (@mcruizcmu) January 19, 2022 Twitterspaces are a nice way to find out about new founders. Michelle Ruiz of  hyfefoods  using mushroom and other ingredients to solve the planet A problem. Will Spagnoli  of  Phronesisai  is in AI powered drug discovery. Combines SAAS like  Schrodinger  as well as drug design. Deep Cure  - small molecule AI drug discovery isomorphiclabs

  What if the industrial revolution? Tiberius  didnt applaud the invention of unbreakable glass for fear that it will take over gold and silver.

  Clockwise  AI based meeting scheduling Other competitors using AI  Woven Woven looks at the different appointments on your calendar that need different kinds of prework or none.  "We are teaching the calendar how you spend your time" - Tim Campos Former Facebook executive Tim Campos ’11 discusses his new startup—Woven: an AI calendar built to help you manage your time better. https://t.co/uB8lFPKQlq — Columbia B-School (@Columbia_Biz) February 24, 2020 Microsoft Outlook through its Viva daily breifing  does a good job of sending you the documents that you need to go through before any meeting. This will be very helpful in a company like Amazon that requires you to read through the  6 pager  or an appropriate document in preparation before a meeting. ReclaimAI I ❤️ smart time blocking at Reclaim. It auto-schedules my 1:1 meetings, tasks, habits, and breaks in #GoogleCalendar https://t.co/M0TjJxxDnj via @reclaimai — Aaron (@JuniusZh) January 17...

  TPG a tale in five trades

  How disordered is my protein and what is its disorder for? A guide through the “dark side” of the protein universe Ambagontx

  Readyworks verisimlife

The Cannabis Manifesto   Fixing up starter homes since the demand for them is more. Getting your product ready knowing that the customers will need it, before they get there.  Kurion   “They solved a problem that really wasn’t a problem yet. But they knew there would be a market for this type of solution.” -  Scott L Wilson

  Culture and Condition

  Taxation based on payouts  can decrease the stock amrket growth dependency on interest rates.

  Ankorstore Faire

  Moffett vows that its AI chips differentiate by using a technology called “sparsification“, a process that prunes redundant information from neural network models and ultimately leads to faster processing https://t.co/s1UAuTssBm — Global Witness ♏⚠ (@FakeWelt) January 17, 2022

  Natural foods movement

  Videocoin  from CNET founder  Halsey Minor

  There's no one right way to sell #AI software. Here are 5 main revenue models that can drive growth for AI #startups from our co-founder @JasonSchoettler : — Calibrate Ventures (@CalibrateVC) January 17, 2022

  jig.space  sharing 3D knowledge with students.  XR future

  workstep

  As BNPL proves to be a risky choice for millions of Americans, there’s finally a real alternative. Very proud to be an investor in the future of payment diversification. @accruesavings . Congrats to the team on a $25 MM Series A round — Morley Ivers (@morleyivers) January 13, 2022 SNPL - Save now pay later BNPL - Buy Now pay Later  Daasity investing $15M in data so consumer brands can do more with it https://t.co/tCbiKfuY4p by @christinemhall — TechCrunch (@TechCrunch) January 14, 2022 Inside the BNPL hood   Rupifi  BNPL for B2B BillEase  Phillipines BNPL Are buy now pay later plans better than credit cards? Kueski  Mexico BNPL Pizza on BNPL  British Zilch Paypal acquired Japanese Plaidy

  I don't know why it is exactly, but for some reason lots of investors do not understand that GAAP ROIC for an acquisition is meaningless by itself and the only thing you care about is the IRRs on the money deployed in M&A. https://t.co/oxCyLJbhmL — Willis Cap (@willis_cap) January 14, 2022

  Snyk That's part of how we score packages on the Snyk Advisor: https://t.co/ZP7Cj5ZRff (full disclosure that I work at Snyk and worked on building this) However, having contributors > 1 doesn't solve the problem. Marak had removed access from other contribs prior to the code change — Liran Tal | Developer-first AppSec 🚀 (@liran_tal) January 10, 2022 Sysdig Instaclustr Armory

  Feature bloat cars chip shortage  - " shoppers may find that their new car actually has fewer features than the one they’re turning in." PS5 Shortage: Sony Will Continue Producing PS4 Consoles Throughout 2022 to Navigate Supply Disruptions

  seekout clearview AI

  underground charging

  Deepscribe  uses  Ambient AI . MagicLeap  

Gostudent Nurtr  for chess CuriousCardinals  from mentors Monthly  for creative arts

  The modularization of learning continues. https://t.co/VH6gMVJcj9 — Efosa Ojomo (@EfosaOjomo) January 13, 2022 Edume   360Learning   LearnUpon Go1    Attensi  Linkedin Coursera for Business, Workday, Cornerstone careerkarma ubits   partnership with coursera Job crafting can help digital gig workers build resilience Brave behind bars

  Ramp corporate card

  "We may see a version of the #semiconductor shortage… in a few years as so many new automakers ramp up their #EV production." JB Straubel, $TSLA Co-Founder & CEO @RedwoodMat details how recycling lithium-ion batteries will (cost effectively!) help EV demand & supply chain needs pic.twitter.com/6ootPzutCU — Julia Chatterley (@jchatterleyCNN) January 11, 2022

  Error correction: on today's VAH podcast, I talked through a post-mortem of having missed $GOOGL for the last 5+ years. I messed up a few of my calculations w/r/t market cap and enterprise value. I know, total noob. 🤦 I'm going to repost the corrected numbers below. /1 — 🥦 Jake Taylor 🎉 (@farnamjake1) January 11, 2022

  My regular Stern classes start in a couple of weeks, with links below. You are welcome to follow along, for free and no credit: Corp Fin: https://t.co/CiPOo2ISPV Valuation (MBA): https://t.co/G8KdmJhEmU Valuation (UG): https://t.co/LkVTNDNWIS — Aswath Damodaran (@AswathDamodaran) January 7, 2022

  How walmart canada uses blockchain to solve supply chain challenges