Literally absolutly insane twitter threads consistantly about finance, private equity

Wall Street’s consensus is that every great venture outcome must now wear a SaaS or AI badge.

Jay Hoag disagrees.

For 30 years the co‑founder of Technology  Crossover  Ventures (TCV) has wagered that growth itself—the messy leap from first product‑market fit to durable https://t.co/JlxyDWvGjd

Restructuring__

Literally absolutly insane twitter threads consistantly about finance, private equity

https://x.com/Restructuring__/status/1938709722837778881

"Hoag hears the same objection that dogged Netflix in 2002: “all the winners are already public.” His rejoinder is that virtual shelf space, like physical shelves, refreshes with every behavioral bend—subscriptions to streaming, short‑form video to long‑form podcasts, single‑player games to social metaverses.
"https://x.com/Restructuring__/status/1938709737429778484

Mhh @androidsixteen.eth @giu sounds like he'd like

2)Macro Becomes Micro: Regulation, Tariffs, and the New Cost of Capital in Tech

Hoag spent the first 20 years of his career ignoring Washington and Brussels; today he starts Monday meetings with macro. Technology’s weight in public indices—Nasdaq has risen 23‑fold since TCV’s

3)Consumer Internet After the Crowd Flees: Contrarian Open Space Beyond SaaS &amp; GPT

If 2024’s venture zeitgeist is a stampede toward AI infrastructure and vertical SaaS, Hoag scans the empty midfield of consumer Internet. Five-billion smartphone users scroll, binge, and game more

🇧🇷🇺🇸 - Book: Making Things Think: https://holloway.com/mtt Investor in Wander, Carry, Footprint, Merkle Manufactory (Farcaster), Dynamic, Paragraph

friendly neighborhood shitcaster // working on @pinetree

Farcaster Development Boutique @ https://dTech.vision 💜 in love with tech 🤓decentralization, fitness and oldschool rap 😎

"Hoag hears the same objection that dogged Netflix in 2002: “all the winners are already public.” His rejoinder is that virtual shelf space, like physical shelves, refreshes with every behavioral bend—subscriptions to streaming, short‑form video to long‑form podcasts, single‑player games to social metaverses.
"https://x.com/Restructuring__/status/1938709737429778484

Mhh @androidsixteen.eth @giu sounds like he'd like https://pinetree.so/