S-Curve Capital @S_curvecap

Idk what’s more surprising from my Labor Day wknd - that an Oasis reunion concert was one of the best shows I’ve been to or that a bunch of broccoli cut Gen Z’s in my section knew all the lyrics to 90s rock bangers The kids have nostalgia for simpler times, there is hope

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S-Curve Capital @S_curvecap

4 weeks ago

TLDR most ppl’s idea gen process is cooked bc they lead w/ latest datapt & can’t zoom out — skill issue

ZenCap @kaizen_cap

4 weeks ago

TLDR most ppl’s idea gen process is cooked bc they lead w/ latest datapt & can’t zoom out — skill issue

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S-Curve Capital @S_curvecap

a month ago

Value of discussing any single name in detail on TL has dropped precipitously y/y for maybe last 3yrs+ Grateful for the 2-3 guys who consistently engage in constructive debate but yea prob better to just stick to DMs from now on

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S-Curve Capital @S_curvecap

a month ago

Updating my SNOW model (yes I'm late, not in seat yet) -- get that entry pt ahead of print may have derisked some but reaction kind of much? Co printed my product rev + RPO nums for qtr & guided in line w/ my expects for Q3 where I already modeled another 4%+ product rev beat…

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S-Curve Capital @S_curvecap

a month ago

Satya pls make it stop

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S-Curve Capital @S_curvecap

a month ago

ESTC is easily in the top 5 names where my return on brain damage was never high enough Based on ppl’s reactions here I assume it’s the same for everyone

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S-Curve Capital @S_curvecap

a month ago

Without getting mired in the "pod vs SM/LO" debate, I'll just offer that the ppl I know who have lasted the longest in the MM model (& have made the most $$$) are way better at thinking through LT debates than most of Fintwit assumes.