Archive - Thursday Threads

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Incumbent Consensus

R&D departments don't predict the future

Jul 27 •

Spencer Peterson

April 2023

GTL: Gym, Tan, Laundry

the wisdom of Vinny, Pauly D, and the Situation

Apr 27 •

Spencer Peterson

Grit is the only Alpha

How to make money now (and always)

Apr 13 •

Spencer Peterson

More money, more problems

Apr 6 •

Spencer Peterson

March 2023

SVB was a new kind of big fail

Mar 23 •

Spencer Peterson

Ops strikes back

the COO/CFO resurgence

Mar 2 •

Spencer Peterson

February 2023

true believers are back

Feb 23 •

Spencer Peterson

Escape the Spreadsheet

the shift to underwriting product

Feb 16 •

Spencer Peterson

the most important word in investing

Feb 9 •

Spencer Peterson

what to make of January's rally

Feb 2 •

Spencer Peterson

January 2023

The VC Industrial Complex

inside the sausage factory

Jan 26 •

Spencer Peterson

Looming Recession

how 2022 stacks up to past downturns

Jan 19 •

Spencer Peterson

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