Distribution

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Distribution Over Margins
20VC with Harry Stebbings路 2025-07-28 17:00
If you're a founder and you get access to, you know, relatively cheap private capital and you could do a trade-off between margins and distributions and it's land grab time, what would you do. And the argument is the incremental user, someone you can monetize forever down the road and then if you don't get that user during lime, you could never monetize it. The rational business decision is to sacrifice margin for distribution. It's just the rational business decision. ...
X @Ivan on Tech 馃嵆馃搱馃挵
Ivan on Tech 馃嵆馃搱馃挵路 2025-07-16 21:45
RT Luca Netz 馃惂鉁筹笍 (@LucaNetz)Everything now is a distribution game. Let the biggest funnels win. ...
Mergers, Breakups, and the Battle for Content
Bloomberg Television路 2025-07-13 12:05
Media Industry Trends - Media companies are engaging in frequent mergers and breakups, resembling a recurring cycle with potentially unlearned lessons [1][2][3] - Content remains the most crucial element, consistently valued despite evolving distribution methods and emerging technologies [4][5] - Spin-offs and breakups of S&P 500 companies occur regularly, with average performance aligning with S&P 500 returns [6] - Corporate splits can add value if they enable distinct activities or attract different investors compared to the conglomerate [7][8] - Divergence in growth and business models between segments within a company can trigger corporate splits [12][13] - Media companies merge when they fear distribution challenges, but new distribution technologies can devalue previous mergers [15][16] Sports Entertainment Investment - Sports programming dominates viewership, holding 98 of the 100 most-watched television shows in the last 12 months [17] - Sports assets maintain high value due to dedicated marketing and limited consumer time, unlike other media sectors [18][19] - Funds are increasingly investing in minority stakes in sports teams, driving up valuations [20][21] - Increased valuations of sports teams may lead to public ownership and require diverse representation at the ownership level [22][23] - Talent, particularly NFL quarterbacks, is becoming increasingly valued, potentially leading to equity ownership in teams [26][27][28]
X @Ansem
Ansem 馃Ц馃捀路 2025-07-09 17:03
RT Ryan Watkins (@RyanWatkins_)When I first underwrote Hyperliquid, I assigned little value to builder codes.I now believe it鈥檚 one of the most important features that enables Hyperliquid to outcompete CEXs.The thesis is simple: builder codes enable Hyperliquid to scale distribution faster than any competing exchange.Hyperliquid gives every front-end an offer that鈥檚 hard to refuse by embedding an unruggable fee sharing mechanism.While other exchanges hustle to onboard taker flow themselves, Hyperliquid has ...
The Most Valuable Skill of the Next Decade (And It's Not Technical) | Manav Gupta | TEDxGGSIPU EDC
TEDx Talks路 2025-07-08 15:12
Core Argument - The most valuable skill of the next decade is the intersection of technical skills and storytelling, not just technical expertise [1][2][3] - Standing at this intersection provides significant advantages [5] The "Slip Stream" Effect - Being in the "slip stream" (right place at the right time) allows for exponential growth with the same effort [11][13][15] - AI boom provided a "slip stream" opportunity [15] - Companies like Jio create slipstream opportunities for others [14] Overcoming the "Ostrich Effect" - The "ostrich effect" (ignoring new trends) hinders progress [16][17][18] - It's crucial to be curious and adapt to new technologies and trends [19] The Rise of No-Code Tools - No-code tools are becoming more prevalent, shifting the focus from building to selling [19][20][21][22] - Building is becoming easier, making distribution (content creation) more critical [21][22] The Importance of Distribution (Content) - Building great products is not enough; getting people to care is essential [23][24] - Content creation is crucial for distribution and making people care [22][38] Leveraging Asymmetrical Returns - Pursue asymmetrical returns (nonlinear returns) through activities like networking and content creation [30][31] - Content creation is a classic example of asymmetrical returns [31] Benefits of Content Creation - Content establishes credibility through the mere exposure effect [32] - Content accelerates feedback loops, enabling rapid learning and improvement [33] - Content provides unprecedented networking opportunities [34] Content Creation as a Lottery Ticket - Content creation should be viewed as a lottery ticket; consistency is key [35][36][37] - The probability of success increases with each piece of content created [36][37] The Future Landscape - As technology becomes more accessible, the ability to distribute that technology becomes the greatest advantage [37][38] - The key is to be at the intersection of building and storytelling [38]