Book & podcast notes
Notes and clippings from things I've read, watched and listened to.
- Expecting BetterBooks
- Invest like the Best āĀ AI ParadigmsPodcasts
- Building a Compound Company | ColossusĀ®Other
- David Hsu on growing RetoolPodcasts
- Machine learning: go full stack or go home | SiftedArticles
- Founder led Customer SuccessPodcasts
- Building a marketing machinePodcasts
- Airtable growthPodcasts
- Figma GrowthPodcasts
- Growing a subscription businessPodcasts
- Pitch Deck: PR Tech Firm Muck Rack Raised $180 Million in Series aOther
- Amp It Up (Frank Slootman)Books
- BuildBooks
- Changing World Order (Ray Dalio)Books
- The Goal Setting Process We Used to Get to $1M+ in Annual Revenue | Databox BlogOther
- What Order Should You Hire Your Management Team In? | SaaStrOther
- Charging what youāre worth (Ramit Sethi)Videos
- Market research to consultancy, Redseer bounces around to gain respect - The KenOther
- Onboarding in technical teams with Angad SinghConversations
- Martin Casado and Peter Bailis on Next $100B in DataVideos
- Notes on technical team management with Pulkit BhuwalkaConversations
- Mr Beast on Joe Rogan (creator economy)Podcasts
- Teambuilding and business construction with Rakesh YadavConversations
- GTM lessons from Piyush VaranjaniConversations
- sbensu: APIs as laddersOther
- The Economics of Data Businesses - by Abraham ThomasArticles
- Expectations Investing (Mauboussin)Books
- High Growth HandbookBooks
- Exit, Voice, and LoyaltyBooks
- Risk: A Userās GuideBooks
- The Cold Start ProblemBooks
- The Platform DelusionBooks
- Wall Street Research: Past, Present, and FutureBooks
- J Doyce Farmer on Complexity Economics (Complexity)Podcasts
- Peter Dodd on Text Analytics (Complexity)Podcasts
- Kevin Systrom (Instagram) and Lex Fridman on ProductVideos
- Product-Led GrowthBooks
- More on trade publications (Informa, Gartner)Articles
- Why Canva worked (In Depth)Podcasts
- Understanding SAFEsVideos
- Obviously Awesome (Positioning)Books
- More from Less (Andrew McAfee)Books
- Answering the "Why Now" questionOther
- Content-driven growth (SEO and Virality)Other
- FlywheelsOther
- Generating buzzOther
- GTM motions of 30 B2B SaaS companiesOther
- How do you know if you have product-market fit?Other
- How great B2B startups converted their first paying customersOther
- How great B2B startups got their first 10 customersOther
- How long does it take to find PMFOther
- How people discover new productsOther
- How to ask users about product-market fit?Other
- Notes on GTM and PMF from Lenny's NewsletterArticles
- Playbook for fundraisingOther
- PositioningOther
- Telling a business story with the SCR frameworkOther
- Template for defining a startup ideaOther
- Types of business modelsOther
- Using the Jobs to be Done frameworkOther
- When should a SaaS startup raise moneyOther
- Accretion of redeemable convertible preferred stockOther
- Cost of revenueOther
- Deemed dividend distributionOther
- Freshworks S1S1s
- General and administrativeOther
- Gross profitOther
- Interest and other income (expense), netOther
- Loss before income taxesOther
- Loss from operationsOther
- Net loss attributable to common stockholders - basic and dilutedOther
- Net lossOther
- Operating expense:Other
- Provision for income taxesOther
- Research and developmentOther
- RevenueOther
- Sales and marketingOther
- Total operating expensesOther
- Lia DiBello on the Mental Model of BusinessPodcasts
- Influence (Cialdini)Books
- The Code BreakerBooks
- Poor Charlieās AlmanacBooks
- Notes from Tesla AI DayVideos
- Narrative and Numbers, Aswath DamodaranBooks
- Experience with OpenAI's CodexArticles
- Understanding if your product can help enterprise organizationsArticles
- OpenAI Codex DemoOther
- 2U Buys edX for $800M, In Surprise End to Nonprofit MOOC Provider Started by MIT and Harvard | EdSurge NewsOther
- 2U Buys edX for $800M, In Surprise End to Nonprofit MOOC Provider Started by MIT and Harvard | EdSurge NewsOther
- Coursera plans to share wealth as university partners add online programsOther
- Online learning giants 2U and edX will mergeOther
- Move Fast ā Facebok's Approach to EngineeringBooks
- Scale, Geoffery WestBooks
- Meditations On Moloch | Slate Star CodexOther
- Competing against Luck āĀ Jobs to Be DoneBooks
- 7 Powers - Commoncog Members Only SummaryBooks
- Tax Hikes Alone Wonāt Pay for Bidenās Budget Plan. The Bond Market Will Need to Pick Up the Slack. | Barron'sOther
- Cloudflare JP Morgan Event (May 2021)Articles
- Genius Makers (Cade Metz)Books
- An Aging Marathoner Tries to Run Fast After 40 | WIREDOther
- The Great Mental Models (Part 1)Books
- "My mom has died because of COVID"Other
- Grab SPAC Mega-Merger Isn't Mega Without BlackRock PIPE - BloombergOther
- Daniel Vassallo on building an audienceVideos
- 2020 letter | Dan WangOther
- Dharmesh Shah (Hubspot) - #MastersofSaaSVideos
- Working Backwards (Amazon Decision Making)Books
- Working in Public: Nadia Eghbal (Open-Source Code)Books
- Turning the FlywheelBooks
- David Sacks - Masters of SaaSVideos
- AI SuperpowersBooks
- ARPU ($)Other
- ARR ($M)Other
- Capex as % of revenueOther
- Cost of revenueOther
- CustomersOther
- Digital Ocean S1 (think it has bleak future)S1s
- General and administrativeOther
- Gross profitOther
- Income tax expenseOther
- Loss before income taxesOther
- Loss from operationsOther
- Net dollar retention rate (%)*Other
- Net loss attributable to common stockholdersOther
- Operating expenses:Other
- Other (income) expenseOther
- Research and developmentOther
- RevenueOther
- Sales and marketingOther
- Total operating expensesOther
- Building Product Intelligence Platform with Cloudflare WorkersArticles
- dataOther
- eventIdOther
- purchase productOther
- Scott Belsky on Design in Information ProductsPodcasts
- timestampOther
- Ali Ghodsi (w Ben Horowitz) on scaling a B2B software companyPodcasts
- Howard Marks' Approach to InvestingPodcasts
- Understanding Ethereum and Smart Contracts ā Foundations (notes from Ethereum Docs)Articles
- Understanding the Ethereum StackArticles
- Building for Developers (written by Jishnu Mohan)Articles
- Inventing on PrincipleVideos
- MKBHD Clubhouse ā growing a video brandPodcasts
- Alchemy (Rory Sutherland)Books
- An Economist Walks Into A BrothelBooks
- Best story winsOther
- Business of PlatformsBooks
- Hacking GrowthBooks
- Lifespan: Why We AgeBooks
- LoonshotsBooks
- Play BiggerBooks
- Radical CandorBooks
- Team of teams āĀ Stanley McChrystalBooks
- The Everything StoreBooks
- The Man Who Solved the Market ā Jim Simons of Renaissance CapitalBooks
- A better approach to B2B growth and salesOther
- Ask your developer (selling APIs to legacy companies)Other
- Best Story Wins Ā· Collaborative FundArticles
- Cloudflare Investor Day TranscriptOther
- Crowdstrike S1Other
- Currents and anchors (what will change and what will remain the same)Other
- Datadog S1Other
- Executing well with data applications (Frank Slootman of Snowflake)Other
- Invent and Wander (relevant insights from Bezos shareholder letters)Other
- Invent and WanderBooks
- Investing in developer startupsOther
- Narrator.ai: a novel approach to insights and dataOther
- No Hype CopywritingBooks
- Palantir S1Other
- Preliminary thoughts on building safe recommendation systemsOther
- Product startups lessons learnt (personal analysis)Other
- Rust, WebAssembly, and the future of serverlessOther
- Snowflake S1Other
- Startup experiments done over 3 months during Entrepreneur FirstOther
- TCI and John Malone | Fundamental Finance PlaybookArticles
- The Cancer CodeBooks
- The Psychology of MoneyBooks
- Understanding Cloudflareās Growth PotentialOther
- Understanding DataBricks and the evolution of the data ecosystemOther
- Understanding Snowflakeās Data Cloud NarrativeOther
- Understanding Snowflakeās Growth PotentialOther
- Understanding the evolution of Crypto (Brian Armstrong)Other
- Amazon 6 Lessons for Startups | First Round ReviewOther
- Brian Armstrong of Coinbase on Good Time (Clubhouse)Podcasts
- Demystifying Venture Capital Economics - Wealthfront Knowledge CenterOther
- Cloudflare Investor Day TranscriptArticles
- Stock Market APIs via the Cloud ā A Case Study - Digital Innovation and TransformationOther
- Warren Buffett - Evaluating Opportunities with 'Phil Fisher's Scuttlebutt Method'Articles
- Cloudflare Potential ā hhhypergrowthArticles
- Snowflake potential ā hhhypergrowthArticles
- Crowdstrike S1 (will grow ā but is it overvalued?)S1s
- Data Cloud ā Frank Slootman (Snowflake)Podcasts
- Snowflake S1 (good company, likely overvalued)S1s
- Cloudflare S1 (high conviction investment. Still think it's undervalued)S1s
- Mr Beast on Clubhouse: Creating great videosPodcasts
- Palantir S1 (no opinion)S1s
- Marc Andreessen Ben Horowitz Clubhouse on Founder PsychologyPodcasts
- Ali Ghodsi (Databricks) on Invest Like The BestPodcasts
- Sales learnings from Ankur PandeyConversations
- Anthony Deden (Real Vision Interview) šš½Videos
- Frank Slootman (SnowFlake)Videos
- (Clubhouse) Mental Models for Startup FoundersPodcasts
- Ask your developerBooks
- Built to sellBooks
- DuneBooks
- Tacit KnowledgeArticles
- Deliberate Practice and Perceptual LearningArticles
- First Principles ThinkingArticles
- Putting Mental Models to PracticeArticles
- Shipping things sustainablyArticles
- The Chinese Businessman Paradox (value of tacit learning + focus)Articles
- Rust: A language for the next 40 yearsVideos
- Rust, WebAssembly, and the future of ServerlessVideos
- Why would a python programmer learn rust, when there are no jobs in it?Videos
- Private Truths, Public LiesBooks
- Seeking Wisdom: From Darwin to MungerBooks
- Cloudflare - Invest Like The BestPodcasts
- Creating responsive data visualizations by Gurman BhatiaVideos
- Lessons in Data Visualization across geographies (Gurman Bhatia on Explore Explain)Videos
- Apps without code - $5M/yr bootstrappedPodcasts
- Maximizing serendipity as an indie hackerPodcasts
- Open-source business models (MongoDB)Articles
- Open-source business models (MongoDB) - summary and full interviewArticles
- Balancing Shipping and Planning, by Tommi Forsstrom of TeachableVideos
- Summary of pitches at Fishburners SydneyVideos
- The Checklist Manifesto, by Atul GawandeBooks
- A Man for All Markets, by Edward ThorpBooks
- The Great Mental Models Vol 2 by Shane Parrish šš¼Books
- Everyone is an analyst ā opportunities in operational analyticsVideos
- Recommender System for Financial NewsVideos
- What it takes, by Stephen SchwarzmanBooks
- Being Mortal, by Atul GawandeBooks
- IndieHackers ā Building a media company (Alex Wilhelm, TechCrunch)Podcasts
- IndieHackers - Lifestyle as an IndieHacker (Daniel Vassallo)Podcasts
- Launching a newsletter - a16zPodcasts
- Passion Economy - Li JinPodcasts
- The future of audio ā a16zPodcasts
- IndieHackers ā winning peopleās attention with Nathan LatkaPodcasts
- Learnings from Entrepreneur First: Rishabh SrivastavaConversations
- IndieHackers - Trends.vcPodcasts
- IndieHackers - AI based contentPodcasts
- Almanack of NavalBooks
- Approach to B2B Growth and SalesVideos
- Developer Investing with Lee EdwardsPodcasts
- Enterprise Investing with Ed SimPodcasts
- Ryan Begelman on Buying and Building Profitable CompaniesPodcasts
- TikTok and āSeeing like an algorithmāPodcasts
- Algorithmic content and commercePodcasts
- Thinking through startup ideas, with Bernadette ChoConversations
- Signalling Value + education (Marc Andreessen)Podcasts
- Data Driven GovernanceVideos
- Scaling for a hyper-online worldVideos
- Understanding ComplexityVideos
- YouTube MonetizationVideos
- Digital Identity (GovInsider Panel)Videos
- New Models of Government (GovInsider Panel)Videos
- Data and Transformation post Covid-19Videos
- Show Your Work by Austin KleonBooks
- Principles by Ray DalioBooks
- Principles for making money from the internetVideos
- Building a YouTube followingVideos
- Principles for Building a Second BrainVideos
- IndieHackers ā Veed.io online video editing with $1.7M/yrPodcasts
- Lesson LearntOther
- Narrator.ai ā Using software to build data-driven narrativesPodcasts
- S1S1s
- UntitledOther