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Innovation Tokens
Innovation Tokens
> When people tell me they've learned from experience, I tell them the trick is to learn from other people's experience. – Warren Buffett When you start a company, you get three innovation tokens. You can spend them however you want – adopting a new framework, implementing a unique interview process, adding non-standard terms to a term sheet, 0r designing your own database all count as an innovation token. The standard advice has been to choose boring technology [https://mcfunley.com/choose-bor
·matt-rickard.com·
Innovation Tokens
The Full-Stack Startup | Future
The Full-Stack Startup | Future
Q: So what’s a full stack startup? You’ve mentioned that it’s a new, important trend, and a pattern of startups we’ve been seeing over the past couple of years. Chris Dixon: The old approach startups took was to sell or …
·future.com·
The Full-Stack Startup | Future
The Power of Plaintext Protocols
The Power of Plaintext Protocols
HTTP is a plaintext protocol. Sending an HTTP request is as simple as writing GET / HTTP/1.1 Host: matt-rickard.com If you want to see for yourself, you can run this command on the command line to send the raw HTTP request and see the result. echo -en 'GET / HTTP/1.1\r\nHost: matt-rickard.com\r\n\r\n' | openssl s_client -ign_eof -connect matt-rickard.com:443 The response is plaintext as well HTTP/1.1 200 OK Connection: keep-alive Content-Length: 20729 Content-Type: text/html; charset=utf-8
·matt-rickard.com·
The Power of Plaintext Protocols
Commoditization of Large Language Models
Commoditization of Large Language Models
GPT-3 ushered in a new era of large language models (LLMs) that could generate human-realistic text output. But GPT-3 didn't come from a company with a large and proprietary dataset. Instead, the dataset consisted of: * 410 billion tokens from the public Common Crawl (60% weight) * 19 billion tokens from Reddit submissions with a minimum score of 3 (22%) * 12 billion tokens from "Books1" and 55 billion from "Books2", which are probably books downloaded from the Library Genesis archive (a pir
·matt-rickard.com·
Commoditization of Large Language Models
#blog - *From idea to paying customer*
#blog - *From idea to paying customer*
From idea to paying customer Intro Linen is a tool to sync Slack and Discord community threads and put them on a Google searchable website I wrote the first line of code in early Feburary and 2 weeks
·linen.dev·
#blog - *From idea to paying customer*
Friction as a Proxy for Value
Friction as a Proxy for Value
Sometimes we use products, no matter how difficult they are to use. Friction is a good proxy for value. It's a simple cost-benefit equation, where cost is often more observable than benefit. And it's much easier to optimize and quantify cost rather than benefit – how quickly, efficiently, or easily we can do something (rather than how much we enjoy or value an experience). Better yet, high-cost activities are more likely to have inelastic demand. This principle applies to generational technol
·matt-rickard.com·
Friction as a Proxy for Value
The iPhone Keyboard - Make It or Break It
The iPhone Keyboard - Make It or Break It
Building the first iPhone's touchscreen keyboard was a make-it-or-break-it moment for the iPhone. Succeed, and the iPhone was possible. Fail, and the iPhone would've been shelved. This is its story.
·commoncog.com·
The iPhone Keyboard - Make It or Break It
Paddle, the company that wants to take on Apple in IAP, raises $200M at a $1.4B valuation to supercharge SaaS payments
Paddle, the company that wants to take on Apple in IAP, raises $200M at a $1.4B valuation to supercharge SaaS payments
Software as a service has become the default for how organizations adopt and use apps these days, thanks to advances in cloud computing and networking, and the flexibility of pay-as-you-use models that adapt to the evolving needs of a business. Today, a company called Paddle, which has built a large business out of providing the […]
·techcrunch.com·
Paddle, the company that wants to take on Apple in IAP, raises $200M at a $1.4B valuation to supercharge SaaS payments
FutureStack 2022 Recap | New Relic
FutureStack 2022 Recap | New Relic
Learn about the product announcements unveiled at FutureStack 2022, our ultimate customer conference for software engineers and developers.
·newrelic.com·
FutureStack 2022 Recap | New Relic
Only one credit card-challenger is really, really safe
Only one credit card-challenger is really, really safe
And why loan prepayments are a matter of opportunity and comfort Read this edition online Monday, 27 June 2022 A weekly newsletter about how finance is getting supercharged by tech in India, and how you can make money work for you.
·feedly.com·
Only one credit card-challenger is really, really safe
New Relic may be worth $60-$80share in a potential sale - analysts
New Relic may be worth $60-$80share in a potential sale - analysts
New Relic (NEWR) may be worth $60-$80 share in a potential sale after a Reuters report that the company is set to explore alternatives after interest from private equity, according to...
·seekingalpha.com·
New Relic may be worth $60-$80share in a potential sale - analysts
New Relic: The Rally Is Just Beginning
New Relic: The Rally Is Just Beginning
Shares of New Relic have been on a win streak since mid-May, powered by a string of strong quarterly results. NEWR still has plenty of room to rally higher.
·seekingalpha.com·
New Relic: The Rally Is Just Beginning
Clouded Judgement 2.25.22
Clouded Judgement 2.25.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Digital Transformations vs Covid Pull Forward Reflecting on digital transformations vs pull forward for cloud software over the long weekend - I think we've largely seen 3 different ways cloud software was affected by Covid:
·cloudedjudgement.substack.com·
Clouded Judgement 2.25.22
Who Am I?
Who Am I?
I am an individual investor doing research into the hypergrowth stocks that interest me, and am then sharing that research. As stated in my Welcome post, I was a software architect that designs and explains complex data systems for a living, as well as a technologist that studies where the
·hhhypergrowth.com·
Who Am I?
Valuation Metrics: A Cross-Examination
Valuation Metrics: A Cross-Examination
Plus! What's Still Fundable (Con't.); ESG and Measurement; Sentiment Tracking; Volatility; Diff Jobs ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌Open in browserThe Diffa look at how to value an individual railroad businesslast Monday's post on the wonders of the railroad industrywhether technical debt explains the slow growth of worker productivity after the introduction of computersa profile of Membership Collective, a company that converts real estate into recurring revenue by selling exclusivity
·feedly.com·
Valuation Metrics: A Cross-Examination
Keep It Going
Keep It Going
A quick story about athletes and investors.
·collaborativefund.com·
Keep It Going
A reality check on realty investments
A reality check on realty investments
Over the past 13 years, residential real estate hasn't really paid off as an investment Read this edition online Monday, 04 July 2022 A weekly newsletter about how finance is getting supercharged by tech in India, and how you can make money work for you.
·feedly.com·
A reality check on realty investments
Millennials’ homeowning dreams vs Indian real estate
Millennials’ homeowning dreams vs Indian real estate
Many Indians under the age of 35, prepping to buy homes for the first time, are facing the latest swing in the real estate market’s long-running seesaw game
·the-ken.com·
Millennials’ homeowning dreams vs Indian real estate
Comparing Stripe and Adyen
Comparing Stripe and Adyen
Why Stripe has higher take rates and lower margins
·tanay.substack.com·
Comparing Stripe and Adyen
Breaking Points
Breaking Points
Two weeks ago, Mitt Romney wrote an opinion piece in The Atlantic titled, “America Is in Denial”.
·collaborativefund.com·
Breaking Points