Joe Du Bey @joedubeytldr
Acquiring mission critical software companies @mosaictechgrp, an entrepreneurial holding company. Formerly @stanfordgsb and founder of @edenworkplace (YC 2015) mosaicsoftwaregroup.com Joined September 2010-
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Joe Du Bey retweeted
In 1979, John Train wrote a profile of a young man named Warren Buffett; then aged 48. The conversation covers his coming of age as a young adult, his relationship with mentor Ben Graham, and how his investment process transformed over the years. 🧵 Our 6 favourite highlights:
Joe Du Bey retweeted
Suno.ai is the craziest, most magical thing on the internet right now. How is not everyone talking about this
Joe Du Bey retweeted
Livestream of @neuralink demonstrating “Telepathy” – controlling a computer and playing video games just by thinking
Livestream of @neuralink demonstrating “Telepathy” – controlling a computer and playing video games just by thinking
Joe Du Bey retweeted
The future is not written It is being written, and ideally you may contribute a verse What will your verse be?
Joe Du Bey retweeted
Rest in peace, Charlie Munger. An incredible wit, unwavering moral compass, and a critical half to the best investment duo in history. wsj.com/finance/invest…
Spot on analysis - significant economic opportunity and social mobility can't come from our nation's top 20 private colleges (including the Ivies), where <1% of our nation's students attend college. Societal impact can be driven by the large public school systems, though.
Spot on analysis - significant economic opportunity and social mobility can't come from our nation's top 20 private colleges (including the Ivies), where <1% of our nation's students attend college. Societal impact can be driven by the large public school systems, though.
Joe Du Bey retweeted
In 2021 the city spent $1.1B on homelessness, up 500% since 2016. The result? Homelessness increased 64% Where does all this money go? Much of it is permanent housing, where people are paid to do drugs until they die (no or minimal detox and treatment offered or required)
In 2021 the city spent $1.1B on homelessness, up 500% since 2016. The result? Homelessness increased 64% Where does all this money go? Much of it is permanent housing, where people are paid to do drugs until they die (no or minimal detox and treatment offered or required)
First time at the Woodstock of Capitalism!
Joe Du Bey retweeted
NYC reinvented lower Manhattan with $20B in public/private investments to build parks, transit, and tax breaks to convert commercial space to residential. SF Chronicle Editorial board is right— it's time to take decisive action to fix SF. Close the drug markets. (Vote out…
Joe Du Bey retweeted
Frustrating to read an investor update & have no idea how the company is actually doing. I want to see: 1) revenue, burn, cash on hand 2) other KPI's / priorities (margin/cac etc) relative to previous periods & a score 3) successes (new logos)/failures (churn) 4) how we can help
“The thing to understand about the Fed — it’s brake is better than its gas pedal. If it wants to put on the breaks, you’ll fly through the windshield.” — Warren Buffet (circa 2002)
I am not convinced the “war time ceo” vs. “peacetime ceo” distinction is meaningful. Good CEOs are paranoid, period. To quote Andy Grove: “only the paranoid survive.”
Joe Du Bey retweeted
San Francisco is experiencing a drug overdose crisis. The fentanyl crisis is caused by a city that does very little to stem the open air drug markets that proliferate in TL, SOMA and downtown. The city must make a change, but SF hard left political machine fights for status quo
Joe Du Bey retweeted
1990: zero states with obesity rates above 20% 2018: zero states with obesity rates below 20% Not to mention an explosion in chronic disease, cancer, ADHD, inflammation... Something has to change. And that something is our broken food system.
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