Christian Reshoeft
@reshoftc
Product Executive in the Video Games Industry. On a quest to find the next Amazon, Netflix, Shopify! Let's recap in 10 years.
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Why do I own individual stocks? Thesis: 1. The digitalization of our world has just begun. 2. This megatrend will continue for at least another decade. 3. If you enjoy spending your free time understanding businesses, then the potential for outsized returns is possible.
Sinner avoided the bagel and hugged Alcaraz to give him the illness going into the US Open, that's the mentality that will see him lift the US Open again this year.
When Andy Jassy took the helm at $AMZN the consensus was that he had no clue how to run retail due to his AWS background Since then... - North America revenue up 28% (10.4% CAGR) - North America operating income has gone from -$2.8 billion to +$28.2 billion - International…
confession: I watch Modern Family from the POV that Al Bundy got rich and is living with his 2nd wife, Gloria and everything is funnier that way 😂
Novak Djokovic, 38 years old. You just have to sit back and applaud.
Toughest sport in the world. No clock to run out. No timeouts to call. No subs to come in for you. No one to sit there and tell you what to do…This is as good as it gets guys 🎾
The longest chain-of-thought / reasoning trace I have witnessed was almost twenty minutes long and involved crazy backtracking, constraint verification, and tool use. But in the end, my girlfriend decided to just go with the first outfit that she tried on
Yahoo buying Tumblr and Apple acquihiring Dre and Jimmy in the Beats deal
It's incredible that $META is spending as much as the other hyperscalers on capex entirely for their own internal use, and is still capacity constrained
I might need to shut this account down. 😆 Nothing a VC can say will ever be more self-aggrandizing about the profession than this.
GANZ WICHTIGE 4 Minuten: #Lanz zerlegt die links-extreme Heidi Reichinnek komplett - und das beim IHREM Thema 'Mieten'! Sie hat keine Ahnung, ist eine Ricarda Lang 2.0, kennt keine Fakten und verbreitet puren Links-Populismus. Unbedingt liken und überall teilen 👇🙏
Telecom and mobile chips are commodities. AI hardware is an ecosystem play. Beating Nokia is not the same as beating Nvidia. I could be wrong 😅
Worth noting that Huawei, a Chinese National Champion, has systematically executed a “low-end disruptor” strategy with a lot of success. “Low-end Disruptor” simply means making an equivalent or better product for less than incumbents. End bossed: 1. Ericsson 2. Nokia 3. Cisco…
Adam Neumann raised $2.5B for Flow to reinvent apartments…again. redemption now comes with granite countertops.
While the market obsesses over robotaxi promises, Waymo’s already running 250k rides a week. $GOOG
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