What I read/listened-to/spoke the week of 06/26?
What I Read
‘Pressures Remain’: Coatue Prepares Tech Founders for the Road Ahead
Great slides attached in the article about Coatue's viewpoint on the current economy situation and their suggestion on the way out
Inside Thoma Bravo’s Software Playbook
Five startups vying to be the openai of china
- Inevitably, China is developing is own LLM models and services.
What I listen to
- Surprisingly, the company who owns the biggest market share as a smart tv aggregator is a relatively small company, what's its story and what's its secret sauce?
What I spoke about
What's the 40% rule of SaaS company?
What's an unregistered security?
What's an registered investment advisor?
Enjoy the summer! Cheers!
