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Homesteading the Twittersphere

If you go to the About page on Matthew Ball’s website, you’ll find a quote from Jason Hirschhorn: “Kevin Mayer called and said ‘Hey, Bob Iger and I would like to have lunch with you’…And Iger, I’m going to paraphrase here, says ‘You know, you’re an idiot.’ And I’m like, ‘Why is that, Bob?’ And he goes, “You give away for free what we pay tens of millions of dollars a year from management consultants for.”  Kevin was talking about Matt’s Disney-as-a-Service post from 2016; but it could have been any of his… Read more Homesteading the Twittersphere

It’s Not Debt, It’s Better: an Interview with Harry Hurst of Pipe

This week, I’m delighted to share an interview with Harry Hurst, founder and co-CEO of Pipe.  Six months ago I wrote a post in the newsletter called Debt is Coming, about the all-equity model of funding startups finally coming to the end. It ran away to become the most widely-read thing I’ve ever written, ever. (Read it first, if you haven’t yet.) Since then, I’ve had a blast getting to meet all sorts of interesting founders, operators and investors who are thinking about the future of financing recurring revenue software… Read more It’s Not Debt, It’s Better: an Interview with Harry Hurst of Pipe

SPAC Man Begins

Three years ago, Chamath sat us all down at a Social Capital all hands meeting and told us about this great new thing we were gonna do. It was called a SPAC.  A SPAC (“Special Purpose Acquisition Company”, or “blank check company”), he told us, was a new way we were going to help take big tech companies public. Going public is an important moment in a company’s life. It’s a transition from one state to another, it’s a stressful but monumental transition, and the current way we do it –… Read more SPAC Man Begins

Craft is Culture

I’ve now been at Shopify for two months. One month in, the leadership team announced that we’re moving to “Digital by Default”: permanently. The era of office centricity is over; it’s time to figure out what comes next. I’ve had mixed feelings about this announcement. On the one hand, I was disappointed. I like having somewhere to go for the day, and having done so much travelling over the last several years for work, I was even excited to have a “regular commute”. I was especially looking forward to building… Read more Craft is Culture

The Most Famous Loop

Kevin Kwok had a great essay the other day on Figma, and how its runaway success is based on hundreds of successful loops baked into its product and business model: Why Figma Wins | Kevin Kwok It got me thinking about loops. Loops are important and they are everywhere. Businesses are fundamentally made out of them. It’s obvious to say that a business is a collection of repeatable processes; but it’s worth going the next step to specify: if a process is truly reputable, then it must be a loop,… Read more The Most Famous Loop