Marvin Liao’s Post

Another reason for why EU is in trouble.

"The war in Ukraine provides the West with the clearest example in the modern era of a war of good versus evil. The brutal atrocities of the Russian military throughout their Ukraine campaign must act as a clarion call for countries that believe in the rights of individuals and in preserving democratic systems. There is a strategic imperative and a moral obligation to assist Ukraine to win this war as rapidly as possible. The deliberate Russian attack, using precision missiles against the children at the Okhmatdyt hospital, provides us with more evidence for why this is so. Let’s hope that those attending the NATO summit decide that a shift in strategy for the war is necessary." https://lnkd.in/gy_Y-4UA

"Most firms have a standardized investment process in which a certain number of partners need to meet the founders of a prospective investment, votes have to happen in a certain way, etc. If, in any given summer week, one or more partners is on vacation, that process will take longer. Some of the practical impacts from the perspective of a founder include: It takes longer to schedule an initial meeting with a VC The time between meetings increases The amount time needed for a VC to complete their diligence takes longer (as analysts and others at the firm also take vacations) There is more inertia when it comes to building the type of excitement/momentum that leads to FOMO (see this post on the adrenaline of deal flow for more) As a result, a process that might typically take one week stretches into two. Or two stretches into three. Now map those delays across the majority of funds that you’re talking to." https://lnkd.in/gRsUmmYq

Jason always gives a great recommendations. His data sample set in B2B is unparalleled. https://lnkd.in/gxQEa2a5

Explains the rise of UK and why UK is now in trouble. https://lnkd.in/gsjWKmfs

Word!

Ouch, great meme though.......

"Our political establishments seem unable to overcome their disbelief that the good old days of globalization are a thing of the past. Meanwhile, Russia and China have been arming at speed and scale, with Moscow fully mobilized to generate a force of 1.5 million, and Beijing already commanding a military of over 2 million. China’s People’s Liberation Army Navy is already numerically bigger than the U.S. Navy, its shipyards building new units faster than anything U.S. contractors can achieve. And the same goes for the slow rates of munitions production in the U.S., not to mention the subpar performance of Europe’s largest economies when it comes to rearmament. A case in point, this year Russia is expected to produce about three times more artillery munitions than the U.S. and Europe combined — and at much cheaper cost. Truth is, as the axis of dictatorships continues to consolidate, both politically and militarily, the collective West — though declaring itself united— remains fractured. Democratic allies are often at cross-purposes when it comes to their economic interests, and they lack a shared threat assessment as well." https://lnkd.in/g6ESbSY2

"Achieving persistence takes mental toughness, passion for what you’re doing and sacrifice in many aspects. But during a time where most look for the easy way out, the quick fix, the short-term band aid, the reliance on being algorithmically or politically chosen, it’s an exceedingly effective play. You probably don’t need more guides, gurus or courses, you just need to consistently ‘show up’ in a way that matters and transcends any short-term trends. Fast success and attention fade equally quickly. Instead, proceed steady and methodical." https://lnkd.in/g8R_JUhZ

"Content can only briefly be king. In the long term, distribution advantages enable you to get paid for both your shitty content as well as your hits. Content-first companies are only as good as their next amazing product. Ellison does recognize this dynamic. In a podcast interview he conducted after the deal was announced, he said, “We live in a world where an A- is failing. You have to have a creative culture that believes quality is the best business plan.” This is a noble sentiment and theoretically possible, but it is much harder to produce A+ quality content for years than simply owning the distribution during that time. The original Paramount knew this. For nearly 100 years, it rode each technological wave by capturing unique, defensible distribution. There has never, ever, in the history of media, been a company to reach that size without some kind of distribution engine. Even if Paramount had been permitted to keep its studio system through the present day, the internet would render it moot. The attention economy is simply too ferocious." https://lnkd.in/ga4rMd3N