Gavin Baker, Discover and Read the Best of Twitter Threads by @GavinSBaker

Gavin Baker

GavinSBaker

1) All for anyone starting a fund. Did not mean to discourage.Evidently it wasn't very hard for @DanielSLoeb1 The beginning is difficult for most. Lots of rejection.No matter how hard

1) “Google will not use data from Google Pay for targeting ads.”Likely true. And irrelevant.“Amateurs talk strategy. Professionals talk logistics.”Targeting = strategy. Attribution = logistics.The data will be used for

1) Superb. Value of videogame IP is rapidly increasing, yet still feels misunderstood.It's the only kind of entertainment riding Moore’s law and has been taking revenue and engagement share from

1) Aristotle outlined the foundations of marketing and persuasion in “Rhetoric” over 2300 years ago:Ethos, Pathos and Logos.Steve Jobs made it clear why Ethos and Pathos are *always* more important

1) Often think of Ron Conway saying that the secret of his success was *only* investing based on the metrics.“Other VCs say: Does this idea make sense? How big could

1) Hypothesis: hyperscale cloud co’s alternate annually between spending on data centers (real estate, buildings) and compute/network/storage (CPUs, GPUs, Accelerators, Memory, HDD, etc.) to fill those data centers based on

1) Pulling together feedback and incremental thoughts to yesterday's thread on how the next month will shape the next year for the market and the economy given the unusually high

1) We are at a critical juncture for the market. The events of the next month will shape the next year.In 20 years of investing, I've never seen such high

1) Lots of pushback to my earlier statement that “Masa is brilliant and have to respect the track record.” But numbers are numbers. In investing, brilliant is as brilliant does