joedubeytldr's profile picture. Acquiring mission critical software companies @mosaictechgrp, an entrepreneurial holding company. Formerly @stanfordgsb and founder of @edenworkplace (YC 2015)

Joe Du Bey

@joedubeytldr

Acquiring mission critical software companies @mosaictechgrp, an entrepreneurial holding company. Formerly @stanfordgsb and founder of @edenworkplace (YC 2015)

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Most impactful advice today from WB + CM: “Write the obituary you’d want and figure out how to live up to it.” — WB “Spend less than you earn. Try to keep learning all of your life. Pursue delayed gratification. Cut toxic people out. Otherwise, you’ll need a lot of luck.” — CM

joedubeytldr's tweet image. Most impactful advice today from WB + CM:

“Write the obituary you’d want and figure out how to live up to it.” — WB

“Spend less than you earn. Try to keep learning all of your life. Pursue delayed gratification. Cut toxic people out. Otherwise, you’ll need a lot of luck.” — CM

Joe Du Bey reposted

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:

KoyfinCharts's tweet image. 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 reposted

Livestream of @Neuralink demonstrating “Telepathy” – controlling a computer and playing video games just by thinking


Joe Du Bey reposted

The future is not written It is being written, and ideally you may contribute a verse What will your verse be?


Joe Du Bey reposted

Imagine human history were written in a big 1,000-page book. Every page would cover 250 years. If we tore out all the pages, it would look like this. The very earliest permanent settlements started around page 760 and recorded history doesn't start until around page 775. 1/5

waitbutwhy's tweet image. Imagine human history were written in a big 1,000-page book. Every page would cover 250 years. If we tore out all the pages, it would look like this.

The very earliest permanent settlements started around page 760 and recorded history doesn't start until around page 775.

1/5


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.

I reposted my post about why the fights over the Ivy League are a distraction from the important educational issues in America. noahpinion.blog/p/who-cares-ab…



First time at the Woodstock of Capitalism!

joedubeytldr's tweet image. First time at the Woodstock of Capitalism!

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 reposted

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.

jwmares's tweet image. 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.

Joe Du Bey reposted

To put 2023 into perspective, here's a brief timeline of the entire future in 23 key moments:


NDR may be the most explanatory variable for SaaS valuation multiples

NRR Still rules! Bessemer Ventures did a study that showed that on average every 3% increase in NRR doubles a company’s valuation.

markstagi's tweet image. NRR Still rules! Bessemer Ventures did a study that showed that on average every 3% increase in NRR doubles a company’s valuation.


Joe Du Bey reposted

Unquestionably, speed is always the best advantage you can build into your company. The products that can iterate and evolve the fastest will tend to win over the long run.


“There is no power in generalization — the power is in specificity” A mentor of mine, sharing about effective storytelling


Once heard a partner at Sequoia say the following and it stuck: • the founder is the surfer • the product is the surfboard • the market is the wave The wave matters most. A good surfer on a bad wave is ngmi


Talking tentatively is a superpower. Those who speak constantly with high conviction create risk for startups. Main cost occurs when they wrong (we all are sometimes). Since overconfident, they likely ran far in wrong direction, and their certitude can come with a fragile ego.


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