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Tech entrepreneurship in micromobility. 🛴🚲⚡️But I also spend a lot of time in history / philosophy / religion in my reading and listening.
Podcast highlights created and posted by Chase Stubblefield on Snipd
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@chase
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
Instacart IPO - Advertising (and ads unpopular in markets) - Take Rates Declining
AI Key Takeaways
- The company's revenue is up 15% year over year, reaching 716 million in add revenues.
- Ad revenue is on track to make up 28% of their total revenue.
- The company recorded a net income of 114 million by the end of June 30th.
- There are currently 600,000 Instacart shoppers, similar to drivers for DoorDash or Uber.
- The company has 7.7 million monthly active orders.
- While ad revenue is growing, the gross transaction volume of groceries remains flat.
- The company aims to reach 800 million in ad revenue.
- The increasing focus on ad revenue suggests a shift towards an advertising business model.
- Advertising multiples have generally contracted, affecting the market's view on revenue quality.
- Companies that can systematically drive advertising tend to gain a larger share.
- Despite being a complementary revenue stream, markets have mixed views on advertising.
- Businesses with high gross transaction values often face challenges in defending their take rate.
- Take rate, or the percentage of transaction revenue, tends to decay over time.
- Competitive pressure and supplier pricing power can contribute to a falling take rate.
- Walmart and Amazon's cheaper pricing and aggressive strategies pose challenges in grocery land.
@chase
Part 10: The Pain of Idols & The Power of Intercession
Intercession: Moses and Yahweh's Conversation on the Mountain
AI Key Takeaways
- The narrative focus shifts from the bottom of the mountain to the top, where Moses and Yahweh are talking.
- Yahweh is displeased with the people of Israel for worshiping an idol in the shape of a calf.
- Yahweh considers destroying the people, but Moses intercedes on their behalf.
- Moses appeals to Yahweh's investment in the people, the potential damage to Yahweh's reputation, and the covenant promise.
- Moses acts as a mediator and offers his own life as atonement for Israel's sin.
@chase
Part 5: The Forsaken God
The Story of Stumbling Toward Eternity - Powerful Life Story of His Relationship with His Father
AI Key Takeaways
- And I actually felt so anxiety ridden this morning when I woke up.
- The book opens up in a personal way, causing the speaker's anxiety.
- The speaker shared the book at a men's retreat and lost composure, which was awkward.
- The speaker wants to say many things but is reminded of the words of Jesus.
- The passage from 1 Corinthians emphasizes the demonstration of the Spirit and power.
- The cross of Christ provides equilibrium for the speaker.
- The gospel is about a God who comes down to earth and identifies with human brokenness.
- To live is to hurt, and life is terminal.
- Living for something and making sense of pain are important questions.
- The catalyst for writing the book was a childhood story and the need for counseling.
- The speaker's father expressed anger and the speaker responded with compassion and love.
- The speaker saw his father's brokenness and became a conduit of love and forgiveness.
- The speaker experienced an unbelievable love for his father through Jesus.
@chase
E464 Robert F. Kennedy Jr.
The Fairness Doctrine: How Reagan's Presidency Led to Media Consolidation, For-Profit News
AI Key Takeaways
- In 1928, the Fairness Doctrine was passed to prevent media monopolies and promote diversity of ownership.
- The Fairness Doctrine required radio and television broadcasters to give the other side a chance to respond if making a statement.
- News divisions were separate and untouchable, with a legal obligation to provide accurate news every day.
- The Fairness Doctrine was abolished in 1980 by Reagan, leading to media consolidation and a shift towards profitability over integrity.
- Christian broadcasters opposed the Fairness Doctrine to avoid showing the other side of certain arguments.
- The Fairness Doctrine was upheld by the Supreme Court in a case involving the Asthma Society of America.
- The repeal of the Fairness Doctrine contributed to the decline of credible news and the rise of propaganda.
@chase
E464 Robert F. Kennedy Jr.
Role of All-In Podcast on Campaign - Very Pivotal
AI Key Takeaways
- The speaker is doing well on donations.
- The speaker was initially considered a nutcase by some people.
- The podcast episode with Joe Rogan was seen as a turning point for the speaker.
- The podcast 'All In' with Shimaf Jason Sachs and Fredberg helped increase the speaker's popularity.
- The speaker has been able to appear on Fox and CNN, but CNN only allowed a short interview.
@chase
#383 – Mark Zuckerberg: Future of AI at Meta, Facebook, Instagram, and WhatsApp
Mark Zuckerberg on being a “man of faith,” the God of Genesis, Creation, and something bigger than us guiding things.
AI Key Takeaways
- Faith plays a significant role in the speaker's life and understanding of the world, impacting their work as well.
- The speaker finds virtue in creating things, whether artistic or functionally useful, as it aligns with their personal philosophy on morality.
- Helping others and being a positive creative force are important values to the speaker.
- The speaker values community and traditions more since having children, leading to a deeper consideration of how to balance and celebrate in life.
@chase
Jesus on Becoming a Non-Anxious Presence | Gospel of Matthew
Modern superstition - Wendell Berry - Reductive Science and Scientism
AI Key Takeaways
- Miracles were considered pre-modern myths, but the assumption that the world is a Darwinian material reality is a modern bias
- The idea that the world and its creatures are machines has been widely adopted, institutionalizing the wish for predictability
- The author criticizes the hubris of presuming that life is entirely knowable and controllable
- The essay argues against the modern bias against the miraculous and emphasizes the need to consider other explanations for extraordinary events
@chase
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
Ford's 9.2B Loan Partnership for Battery Factories and Electric Vehicles
AI Key Takeaways
- Ford has received a $9.2 billion loan to build out three EV battery factories from the US Department of Energy's LPO
- Goal of the loan program is not innovation, but to reshore manufacturing and get more of the supply chain manufactured in the US
- The lending moves are a partnership with SK, capable of bringing their know-how domestically onshore, and hiring thousands of people
- This loan program is a perfect role for government to use its balance sheet to make sure we get to energy independence and fix the climate
- For people to not overthink this, $9.8 billion is a day of taking a pause on all the wars to become energy reliant, carbon-neutral and less-dependent on autocratic nations
@chase
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
Categorizing the 1400 Unicorns Into Three Categories (including Zombiecorns), 145 IPOs in 2020 to 4 in 2 years
AI Key Takeaways
- 30 to 40% of unicorns valued over a billion dollars do not have product market fit and will disappear
- Many companies in this 30-40% still have value and can sell the talent of the team and recoup 30-40% of the preferred stack
- 40% of companies are overpriced but have a business and will be marked down 50 to 80%
- Less than 10% of companies have grown robustly and stayed within 10-15% of prior prices, putting us back on trend line
- There is a huge backlog of private companies not going public because public buyers are not willing to pay private market prices
- Founders have been told to sell their businesses or get profitable with no middle ground
@chase
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
Secondary Markets for Startup Shares in Action - trading at 61% last valuation
AI Key Takeaways
- Startup shares are active in secondary markets
- Secondary markets involve buying shares directly from other investors on the cap table
- Tiger Global offered individual private company bids to secondary investors
- Some shares are being marked down by a third to 50%
- 31 shares were trading at a median discount of 61% according to a report by Forge Global Holdings
- A16, Excel, Bain, Bessemer, Kleiner are actively buying shares in secondary markets
- Co2, Tiger Global, and Brad's Altimeter are searching for deals
- Unclear if this is a sign of a bottom
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highlights
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