Shawn Fateh @ShawnFateh
Being me Manhattan, NY Joined March 2012-
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It is kind of insane that one singular technology is propping up the entire economy. Does no one find that to be wild??
I think @RobertIger is one of the greatest CEOs of all time. How many CEOs could navigate a tough political climate of one of the largest organizations You have to be make really tough decisions and be smooth simultaneously @WSJ He deserves more credit and he is being very…
I think @RobertIger is one of the greatest CEOs of all time. How many CEOs could navigate a tough political climate of one of the largest organizations You have to be make really tough decisions and be smooth simultaneously @WSJ He deserves more credit and he is being very…
If your job is marketing and you create an ineffective campaign, you’re fired - see Budweiser. If you’re a lawyer and you provide ineffective counsel- your client will let you go If your job is to provide good financial analysis and you’re wrong every time- you’re somehow…
If your job is marketing and you create an ineffective campaign, you’re fired - see Budweiser. If you’re a lawyer and you provide ineffective counsel- your client will let you go If your job is to provide good financial analysis and you’re wrong every time- you’re somehow…
This is becoming more mainstream knowledge @bgurley A long time ago you mentioned that folks from NY finance are more equipped to run a company because they have a level of financial literacy (im prolly paraphrasing) Innovation is necessary for tech and you do need…
This is becoming more mainstream knowledge @bgurley A long time ago you mentioned that folks from NY finance are more equipped to run a company because they have a level of financial literacy (im prolly paraphrasing) Innovation is necessary for tech and you do need…
I’m not even getting paid to say this (although I am open to receiving a bottle of red) but idk of a single modern day 2020ish product that’s actually changed my life like @howie_ai I do recommend a new twitter handle tho- hard to tag you with the underscore
I’m not even getting paid to say this (although I am open to receiving a bottle of red) but idk of a single modern day 2020ish product that’s actually changed my life like @howie_ai I do recommend a new twitter handle tho- hard to tag you with the underscore
Just read that AI related stocks have accounted for 75% of S&P 500 returns -- 80% of earnings growth and 90% of capital spending growth When that happens- ppl do insane things like pump Oracle and Nvidia on ridiculous announcements @HarryStebbings This is the story that…
This is probably the most radical and truly patriotic initiative undertaken by folks like @altcap and @BillAckman My kids will participate in the American economy and have a better likelihood to pursue their dreams than be saddled with debt from higher education Doesn’t get…
This is probably the most radical and truly patriotic initiative undertaken by folks like @altcap and @BillAckman My kids will participate in the American economy and have a better likelihood to pursue their dreams than be saddled with debt from higher education Doesn’t get…
Before his passing - Charlie Munger mentioned that Costco in his mind was one of the greatest companies of all time and I totally agree. @arampell I know is a big fan too and it’s insane how minor adjustments to their business can STILL keep their growth going. The CEO also…
Before his passing - Charlie Munger mentioned that Costco in his mind was one of the greatest companies of all time and I totally agree. @arampell I know is a big fan too and it’s insane how minor adjustments to their business can STILL keep their growth going. The CEO also…
It is pretty cool to see what @alexisohanian has done for women sports. make sure to keep two spots open on the team as my two girls are quickly becoming fans of @ChelseaFC and will be players in 20 years
It is pretty cool to see what @alexisohanian has done for women sports. make sure to keep two spots open on the team as my two girls are quickly becoming fans of @ChelseaFC and will be players in 20 years
im watching tulsa king right now and basically sylvester stallone is a mob boss in tulsa who executes a regional thesis of owning a bunch of cash flowing businesses really interesting to see how he selects his management team and runs the day to day operations of these boring…
In leadership - going viral and direct with your own beliefs and thoughts are important. Curious why a lot of folks like Bob Iger or Jamie Dimon (whom I think are two of the greatest CEOs of all time) don’t go direct with their messaging. They still do things via CNBC rather…
Literally every time in history a report like this has come out it’s 100% incorrect
Literally every time in history a report like this has come out it’s 100% incorrect
There’s also no straight line playbook. Everyone seems to approach this differently @PrivatEquityGuy which means you can go a million different ways depending on your preferences, skills, risk tolerance etc.
There’s also no straight line playbook. Everyone seems to approach this differently @PrivatEquityGuy which means you can go a million different ways depending on your preferences, skills, risk tolerance etc.
And to their credit- the team at @slow led by @lessin have been warning of this for a while They’ll probably end up doing really well having placed major bets on a mature creator economy and cash flowing assets.
This is what I’ve seen as well @HarryStebbings We’re also seeing folks report pilots as real ARR Churn is largely being ignored Lessons from 2022 are largely being forgotten like when my boy @rabois called the top. Crazy how fast these cycles are appearing now
This is what I’ve seen as well @HarryStebbings We’re also seeing folks report pilots as real ARR Churn is largely being ignored Lessons from 2022 are largely being forgotten like when my boy @rabois called the top. Crazy how fast these cycles are appearing now
I know @peterthiel gets hate for being the Antichrist (which is dumb) but man that guy has the most unique ability in the world to find talent. I think he’ll mostly be remembered for changing higher education with the thiel foundation. He lets young folks dream big
🚨🚨There’s gonna be lots of AI zombie companies in the coming year. Just heard that one of the most promising legal tech AI companies has been advertising its pilots as real ARR, which we know uncle @jasonlk is not a fan of. Same company also experiencing 40% churn and it’s…
Has a single person used AI in their legacy business and seen meaningful margin uplift? I stand with Elliot Management - most of the tools I’ve seen aren’t ready for prime time….
Margaux @5bvtvJ96QzrU00
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611 Followers 506 Following Fascinated by transformation of Media & Information Services companies driven by technology & data. Jets, Mets, Rangers and Knicks fan. LegalTech and Finance
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52K Followers 1K Following Silicon Valley entrepreneur (cofounder@ TrialPay, Yub, Affirm, Point, TXN), investor (General Partner @a16z), husband, father and sarcast (one who is sarcastic)
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3.0M Followers 188 Following Official twitter page of Matthew McConaughey and the Just Keep Livin' Organization. Co-founder @pantalonesXL
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292K Followers 2K Following building @psumvc @joincolossus hosting @investlikebest
Just Another Pod Guy @TMTLongShort
21K Followers 8K Following Economic Blitzkrieg. Never said it was a good bet, just a complex bet. Long/Short Tech Investor. Will say retarded shit often. Deeply unserious person. 🫡
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