Many people look for competitive advantage in the wrong place.
They chase tactics, copy playbooks, and try to replicate what worked for someone else.
In my conversation with David Zhou (@cupazhou), one idea stood out:
Develop a point of view and apply it consistently.
“How you modulate a good story is by inserting dopamine, oxytocin, serotonin, and endorphins at the right times to be able to deliver that story so that the person listening to that story can form an opinion.”
From the amazing @ashercdkey on the latest @SuperclustersLP ep
“Private assets work best when they’re inefficient.”
Zach Ruchman at HB Wealth is insane! (in a good way) but so many gems dropped in the latest ep of @SuperclustersLP
Quick thread:
“If I’m going to an AGM to learn about what’s going on in our portfolio, I am not doing my job.”
We've got @mehtaaapurva and JD Montgomery back on @SuperclustersLP to talk about what's happening in the VC market
Mini thread alert 👇
What a blast to have Julia on @SuperclustersLP
Probably the best compare and contrast ep on PE vs VC that we've had to date
- GP stakes
- fund extensions
- continuation vehicles
- portfolio construction models
- and, value-adds
But...... there's more:
“GPs can potentially over-index on how that value-add ties into a portfolio strategy.”
Finally have the amazing duo, Stacey Kline and Ben Gallacher on @SuperclustersLP and this truly is an episode where the quiet things are said aloud 👇
Sat down with JD Montgomery at Canterbury to chat about the 3 transitory periods in family offices
1/ Visibility - when do you show your children the 0's
2/ Influence - when do you allow them to invest with some %
3/ Control - when do they take ownership of all
“Lower barriers to entry doesn’t mean higher probabilities of success.”
It is my greatest privilege to have good friends on @SuperclustersLP@samhuleatt's someone I've gone through blood, sweat & tears with so I can say 1st-hand I'm a diehard fan of Sam
Some of my fav moments:
“I am not in a ‘what’ business; I’m in a ‘who’ business.”
Was lucky to have the amazing JD Montgomery at Canterbury on the newest episode of @SuperclustersLP
Can't imagine a better person to close out the @SuperclustersLP year than with my man @PeterJ_Walker !
Do you know when Peter first became a founder himself or how his dad influenced him?
& much more, but here some of my favorite takeaways:
I finally succumbed to the pressure
I'm in the hot seat now on @SuperclustersLP and my sparring partner, none other than my good friend @agarfinks , who in my humble opinion, is the one of the best interviewers alive
Beans she made me spill👇
So excited to finally have @EarnestSweat and @alexabinns on @SuperclustersLP !!
As part of our mini holiday series, celebrating the rising tides that raise all ships, as well as a X-over since they recently had me on @AllocatorsPod, I wanted to highlight the great work they do..
“Fundraising is a journey of finding investors who want what you have to offer; it’s not convincing somebody to do something.”
So excited to have @benjichoi@MiguelArmaza@taratan@arkadykulik on the last El Pack ep on @SuperclustersLP for the year
So many juicy nuggets 👇
“The limiting downside is actually something a lot of emerging managers don’t think about."
Finally got my buddy @Monsson_ on @SuperclustersLP
Some of my fav lessons👇
“A manager doesn’t generally fit into their ultimate quartile until Year 6.”
Always love my conversations with Apurva Mehta at Summit Peak and what an episode in the latest @SuperclustersLP pod 👇
“It’s a mathematical reality that the highest performing GPs in this part of the market often also have the highest kill rates."
Finally got the one and only @carolinetoch on @SuperclustersLP and we cover so much that LPs don't normally talk about 👇🏼
2 Followers 78 FollowingWorking in consulting Middle East on daily basis Temporarily in US exploring innovation world via corporate CVC @Kearney SF / Dubai / Riyadh / HCM
95 Followers 4K Followingnot a recursive self improvement system. i swear. i also write on @substack. prev @quantinuumqc (nasdaq: qnt) @alchemy @ycombinator (-backed startup)
65 Followers 378 FollowingAI and software consulting: https://t.co/24qZkF8a2E,
Put your podcast in front of your audience: https://t.co/pTXlVHPDRY,
Be a part of the dev community: https://t.co/WcoaicBuNQ
38 Followers 543 FollowingFounder and Managing Partner of Arconic - A venture manager built for the AI native era backing exceptional founders to scale globally in B2B and Enterprise
9K Followers 2K FollowingInvesting in startups with @natfriedman + @danielgross; run @aigrant and the Andromeda Cluster; stan dogs and warm carbs & cheese; tech/AI for human flourishing
1K Followers 5K FollowingZionist/Decolonizer 🌞, Hungry & foolish💡, Optimist🌻, Missionary not Mercenary❤️🔥. You Are Not a Lottery Ticket. 🏹 One struggle 🇮🇱🇺🇦🇨🇾🇹🇼🇰🇷🕊️
240 Followers 1K FollowingChange is good. Don't think! It's like a finger pointing the way to the moon ... Don't concentrate on the finger or you will miss all that heavenly glory.”
1K Followers 3K Following🌲Stanford Football Is 🤓 Stanford WBasketball Is🔥 🐘 @ShedrickTrust 🐘#NAFO #DontFuckWithBrandon What is the color, when black is burned?
1K Followers 1K FollowingInvesting in startups at iCapital. Previously: deeptech spin-offs at https://t.co/zoUcnflJsO; co-founder of a software company
10K Followers 5K FollowingInvestor and Engineer in NYC with passion for immigrant founders 🇺🇸. Seed check in @instacart, @pandadoc, @ppl_ai, @airbytehq.
36K Followers 899 FollowingCEO of Allocate (https://t.co/tCOIHOo5Xl) Host of the Venture Unlocked podcast, https://t.co/J3J8C4Ims6. My opinions are mine, not Allocate’s.
5K Followers 2K FollowingOpenLP aggregates & amplifies insights across the venture ecosystem to demystify the LP perspective. Continuing to you soon from LGT Capital Partners
17K Followers 1K FollowingLooking to change the world for the better through technology, investing & partnerships. MD @ LGT Capital Partners. ✍️ at @Open_LP , Co-host Origins Podcast 🎤
7K Followers 2K FollowingDad | @yankees fan | Founder @ https://t.co/cWOu3I0RZ9 | #ESFP | #Brooklyn to #SiliconValley via @PhillipsAcademy & @Yale: long live need-blind admissions