Will Quist
@wquist
Partner @slow
Really excited about this. @kylascan is joining us in NY for a So What dinner and conversation on attention as a new economic substrate in August. We'll pull the thread and extrapolate out the ripples of the attention economy across work, markets, life. Read more and sign up…
We all see the same long arcs shaping the next decades: -AI will keep improving -We’re driving off a demographic cliff -The space boom is real -We need way more REM -Climate volatility is accelerating I’m hosting So What Dinners to ask “what happens next?” 🔗👇
private company earnings calls are coming.
Banks are starting to offer equity research on private companies such as OpenAI At this rate, why do companies ever need to IPO anymore? Continually capital raise from VC investors and payout employees with secondary fund raises Private markets are the new public markets
All the companies factoring SaaS contracts weren't wrong, they were just late I think.
Ok. So this is leasing… and leasing only works with: 1. Captive financing arms 2. Securitization and 3. Secondary markets for the assets. Who wants to build those for ‘robots eat the world!’ With me?
Does the math of robot-as-a-service EVER work?!
The opportunity cost of the team is the most valuable asset invested into any company. Use it wisely.
One reason raising too much $ too early is risky — it can subconsciously keep one anchored to an illusory outcome. It becomes too easy to stay on a suboptimal path out of duty or comfort, while invaluable time drifts by.
Hard truth.
Having seen many multi-billion dollar companies get started, I can confirm that many ideas look great right from the start.
Correct answer.
I've yet to find a case where effectively providing Capex financing to your customer in the form of RaaS generates venture returns. Raising venture at 25-30% cost of capital and generating yields of 15-20% just feels broken. More here: alsoblogposts.com/p/raas-haas-sa…
If you want to work out the ripple effects from the obvious things that are going to happen, I'll be hosting 'so what' dinners in SF this fall and @yrechtman will be doing them in NYC... hit the link in the thread below to join
'So What' dinners have gotten 1K+ interests... incase you missed out see replies for context and link to sign up
YES / this is the way
"Revenue is a consequence. It's not an objective." Focus on fulfilling more consumer preferences, and revenue will come as a result $LVMH
If anyone is gonna be right about american's changing their healthcare buying habits, its the @generalmedco
When @TJParker launched @generalmedco, @WQuist’s gut reaction was: “Never bet on people buying shit differently.” Consumer behavior takes forever to change. But TJ pushes back with insights he's had from PillPack's Amazon acquisition. The future of healthcare starts with…
And Warren Buffett should probably buy index funds… but here we are
Early stage VCs should (probably, on average) make more investments. Lots of objections, some of them very valid. But the general disdain for "spray and pray" is pretty anti-math. Link to the full argument as laid out by @credistick in following post
Almost everyone I know who did 5+ yrs at a great scale up ($1-$20B) has become successful - Better education than grad school - An embedded network - Strong market signal, especially if promoted multiple times Putting yourself on the right playing field is underrated
I was promised flying cars and all I got was Robinhood reinventing derivatives…