Thursday Threads @ThursdayThreads
Threads on technology, venture, and investing, every Thursday. By @spencermpeter. thursday-threads.com Joined January 2023-
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Thursday Threads is back! (now re-branding to *sometimes weekly)
Latest Thursday Thread: Grit is the only alpha
Latest Thursday Thread: Grit is the only alpha
One barometer for the saturation hitting tech: ludicrous CB Insight market maps: "96 AI companies focused on radiology" "200 automating compliance for financial institutions" "100 Asia Pacific insurtechs" The ## of logos is astounding open.substack.com/pub/apertures/…
The bank run that dismantled SVB was two weeks ago today. Usually when banks fail, there’s nefarious lending, securities practices, or other scandals to blame. The opposite was true for SVB — they fell victim to the Safety Trap: open.substack.com/pub/apertures/…
Latest Thursday Thread: Fear is Good Substack: thursday-threads.com/p/fear-is-good… Twitter:
Latest Thursday Thread: Fear is Good Substack: thursday-threads.com/p/fear-is-good… Twitter:
ARR multiples are overrated & overused! Some thoughts on the new alchemy moment in venture: → underwriting durable, compounding products aka escaping the excel spreadsheet…
ESCAPE THE SPREADSHEET! @spencermpeter x @TylerGalpin 🔥🔥
ESCAPE THE SPREADSHEET! @spencermpeter x @TylerGalpin 🔥🔥
Escape the Spreadsheet Latest Thursday Thread. Substack: thursday-threads.com/p/escape-the-s… Twitter:
Escape the Spreadsheet Latest Thursday Thread. Substack: thursday-threads.com/p/escape-the-s… Twitter:
An aperture is an opening For investors, aperture is synonymous with opportunity: what aperture exists for a company to access new products & revenue lines? Enduring companies all have a history of capitalizing on and expanding aperture...
The Nasdaq was up +14% in January. Facebook opened up +20% today (!!) Have we turned the macro corner, or is this a dead cat bounce? I think it’s the "Jerome Powell bounce” Thursday Thread...
VCs are making more $$ despite *worse* returns How’s that work? Thursday Thread: the VC Industrial Complex 🧶⚡️…
Love to see it @spencermpeter
Short, sweet, and easy-to-follow analysis by the @bedrock team👏 As Howard Marks suggests, we're in the midst of a 3rd sea change—a complete transformation, a radical change of direction in attitude, goals, etc.
Short, sweet, and easy-to-follow analysis by the @bedrock team👏 As Howard Marks suggests, we're in the midst of a 3rd sea change—a complete transformation, a radical change of direction in attitude, goals, etc.
The fix is in -- and it looks worse than 2008. Five reasons a recession feels inevitable Thursday Thread, co-written by @kany_benjamin 🧶⚡️ …
Nice work from the homie @spencermpeter !!
Nice work from the homie @spencermpeter !!
Valuations soared to mind-boggling marks the past two years. It’s hard to find a tech company that’s *not* overvalued in the private market. Everyone knows a reset is coming – but what will be the new normal? Thursday Thread: The Valuation Reset...
Great market POV from @spencermpeter!
Great market POV from @spencermpeter!
tt01 -- Beyond the Fed
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