The two best performing public stocks of the decade - Netflix (+3700%) and Domino's Pizza (+3000%) - perfectly epitomize the 2010s. You either build the world's most advanced machine learning content recommender system, or make a better pizza sauce, there's no middle ground.
Arjun Narayan
3,931 posts
- just as the holy roman empire was neither holy, nor roman, nor an empire, ARR today is neither annual, nor recurring, and perhaps not even revenue
- A few months ago I started a fun experiment: I blocked every account that promoted a tweet in my timeline. This progressively makes your twitter ads weirder, as twitter desperately tries to find *something* to monetize. Now I'm getting ads for mining equipment. It's delightful!
- My Twitter rules: 1. Unfollow everyone >50k followers 2. Try to actively find great accounts ~500 followers 3. Have a really high bar for accounts >5k followers 4. Mute retweets for almost all accounts except consistently great amplifiers of undervalued accounts What are yours?
- My 2-year old son has permanently ruined my Spotify Discover Weekly playlist and there's no way to fix this. There's no "revert the dataset", nothing, my recommendations are lost like tears in the rain.
- You can just anonymously gift your competitor's entire engineering team copies of Factorio Space Age. Nobody can stop you.
- DATABASE THREAD ALERT: So @memsql ran some database benchmarks and threw some shade at @CockroachDB. As super serious professionals with a serious company name, I imagine the Roach is going to be measured in their response. As an UNSHACKLED database enthusiast I am... not.
- Replying to @AlecStapp and @elonmuskBecause “environmentalists” don’t care about the environment, it was always fundamentally an aesthetic movement centered around anti-capitalism, austerity, and Paul Ehrlich Malthusianism. Don’t take it from me, take it from AOCs former chief-of-staff. news.yahoo.com/aoc-chief-staf…
- I’m delighted to announce today that we’ve raised $60M in Series C funding at @MaterializeInc! We’ve now raised a little over $100M since inception in our goal to make every business real-time. materialize.com/materialize-ra…
- This pearl-clutching is why I think the US is in terminal decline. Somebody's putting 12,000 satellites in space (!!!), and all people can talk about are invented downsides. I wanted to immigrate to a spacefaring civilization, and instead I find I've moved to Rome in 400AD.
- It's actually hilarious how indignant Americans get when you suggest that perhaps a member of congress should earn more in total comp than a 21 year old new grad at Google.
- I'm delighted to share that we've raised $40m in funding at @MaterializeInc to continue building Materialize to its fullest potential! materialize.com/materialize-se…
- Replying to @NoahpinionYou're arguing that the strong did what they will, and the weak suffered what they must? This literally never happened before 1492.
- I know this reads like a joke, but I am legitimately in the market for a service that will print all my substacks/blogs and mail them to me once a week.


