Marketing & Technology Amazon Ads Automation from somebody that worked on 200 brands to identify true incremental marketing spend: https://teapawt.net/t.co/zcOnXHhg4t
Deutschland
Joined September 2016
- Tweets1.2K
- Following307
- Followers198
- Likes2.3K
Alex Swade retweeted
I just attended @naval ‘s fireside chat with @balajis at the Network State conference.
Here are my top 12 takeaways:
• Solving your material situation (financial freedom) is the foundation for building your life
• Wealth = ability to affect transformations
• If ChatGPT can replicate it, you likely can't monetize it
• Creativity is solving problems in new ways
• Real value lies in solving yet-unknown problems
• Self-improvement is the only true improvement
• Naval's greatest achievements stemmed from pursuing his natural obsessions
• "To be alone is the fate of all great souls" - Schopenhauer
• Book recommendations: "The Beginning of Infinity" and "The Fabric of Reality"
• Address material needs by creating something society wants
• You can't buy: a fit body, a calm mind, and a house full of love
• Don't chase respect; it leads to fame, turning you into a celebrity (often miserable)
• Ultimate bonus takeaway: You have to figure it out for yourself
Alex Swade retweeted
Hier die Fakten zum Thema Sparer-Freibetrag und #Inflation. Wie @Tiefseher schreibt: Eine Heldentat ist das nicht.
Alex Swade retweeted
The way that Jensen Huang runs Nvidia is wild:
40 direct reports, no 1:1s
- Believes that the flattest org is the most empowering one, and that starts with the top layer
- Does not conduct 1:1s - everything happens in a group setting
- Does not give career advice - "None of my management team is coming to me for career advice - they already made it, they're doing great"
No status reports, instead he "stochastically samples the system"
- Doesn't use status updates because he believes they are too refined by the time they get to him. They are not ground truth anymore.
- Instead, anyone in the company can email him their "top five things" with whatever is top of mind, and he will read it
- Estimates he reads 100 of these everyone morning
Everyone has all the context, all the time
- No meetings with just VPs or just Directors - anyone can join and contribute
- "If you have a strategic direction, why tell just one person?"
- "If there is something I don't like, I just say it publicly"
- "I do a lot of reasoning out loud"
No formal planning cycles
- No 5 year plan, no 1 year plan
- Always re-evaluating based on changing business and market conditions (helpful when AI is developing at the pace that it is)
This org is optimized for (1) attracting amazing people, (2) keeping the team as small as it can be, and (3) allowing information to travel as quickly as possible
Alex Swade retweeted
NEW: America is a rich country. Britain is a poor country with one wealthy region.
People love to compare the UK to Mississippi, but it’s far more informative to look at UK subnationally, too.
London ranks fairly well, the rest of the country does not 👉 ft.com/content/e5c741a7-befa…
Alex Swade retweeted
Obwohl nur 40% der Menschen dafür waren, machte Ljubljana 2007 die Innenstadt autofrei. Ladenbesitzer protestierten, Anwohner fürchteten um Parkplätze. Heute unterstützen 97% der Menschen das Vorhaben. Sie haben gesehen, wie schön es ohne Autos ist und wollen nicht mehr zurück❤️
ALT Foto der autofreien Innenstadt mit Fußgängern und Radfahrern.
ALT Foto der autofreien Innenstadt mit Fußgängern über einer Brücke.
ALT Foto aus der Vogelperspektive auf einen belebten Platz, der einst von Autos befahren wurde.
ALT Foto der autofreien Innenstadt mit Fußgängern und Radfahrern.
Alex Swade retweeted
Germany's biggest landlord $VNA is priced at a 70% discount to its net asset value. Its share price would need to 3x just to reach its net asset value.
Sounds too good to be true?
A thread 👇👇👇
Alex Swade retweeted
📚🧵Charlie Munger is one of the most intelligent men in the investment world.
We can all learn a lot from Charlie Munger.
Here are Charlie's 100 best investment quotes full of (investment) wisdom ⬇️⬇️
Alex Swade retweeted
Today, the global economic output (productivity) per person is 4.4 times larger than in 1950, even after accounting for inflation. Now, we produce more while working less.
Alex Swade retweeted
Don't just teach your children how to be successful, teach them how to respond when they are not successful, teach them how to handle failures and learn from their mistakes.
Alex Swade retweeted
$ASML ASML Q3 FY22:
Q3 Key metrics:
• Net bookings €8.9B (+44% Y/Y).
• Net sales +10% Y/Y to €5.8B (vs. €5.3B guidance).
• Gross margin 52% (vs. 50% guidance).
• Operating margin 34%.
• Operating cash flow €1.2B.
Q4 Guidance:
• Net sales ~€6.4B.
• Gross margin 49%.
