This belongs to all of us.

How long till @Netlify @digitalocean or @Hostinger acquire @TiinyHost by @_baretto for like $10m ? $1m ARR, bootstrapped and growing rapidly, hoovering up users. I give it 2 years tops.

Final Stop GameStop: The Jig is Up In Part 1, I outlined how he arrived on the scene – we had a talk in 2019 about GameStop and investing. The Chewy founder then made a big splash as an activist with a Form 13D filing later in 2020. He has held on with the diamondest hands. Ryan, the current Executive Chairman, CEO and owner of now about 9% of GameStop stock, ascended to this dual role in September 2023. Let’s take a look at the business as it stands today. Here I will introduce the Scion Analyst Template, in parts. This is a Microsoft Word template I put together for my wayward analysts early in 2006. The idea was to get everyone thinking my way about analyzing stocks. I will now, as I would have in 2006, analyze GameStop stock by working through the template one section at a time. open.substack.com/pub/michae…

GREATEST. FINAL. EVER! 🤯 Ben Hunt hit a 40-metre field goal in the 94th minute for the Broncos to seal the most insane comeback win in finals history in golden point extra time... HOW IT WENT DOWN 👉 bit.ly/4meKSfm

not bad for a piece of crap retailer

Man of Tomorrow. In theatres July 9, 2027.

I had a funny convo last week with the global practice head for board searches at a top exec search firm. They do ~400 public co board searches a year. I told him how at GameStop, none of the board members or CEO are paid cash or equity. He said, "So you grant options?" I said, "No, the stock board members and the CEO get come from purchasing stock just like any other shareholder." He said, "So you grant restricted stock units?" I said, "No, we don't grant any equity and don't pay any cash. We believe this aligns our interest with shareholders." He said, "What?!" Out of the thousands of public co board searches his firm had done, they had never done one with no cash or equity comp - it blew his mind. To my knowledge, only Berkshire Hathaway and GameStop have no comp for the board. If there are others, let me know. This comp structure should be more common as it really does foster alignment with shareholders. $GME

We’re bringing back Vine, but in AI form

AIRDROP: COMPLETE 🎯Congrats to the PlayerZero x STEPN Raffle Mint NFT Winners! Starting February 4, head to playerzero.me to open your pack and see your one-of-a-kind collectible co-designed by PlayerZero, STEPN, and MOOAR. Here’s what to do next⬇️

GameStop × PSA Get your cards PSA graded with GameStop now: gamestop.com/psa

It’s been a pleasure to lead an awesome team in the creation of these next gen tools. I can’t wait to see all the cool content game studios can build with them! 🔥

Arteta running after Xhaka at the end is killing me😂🤣 #TOTARS

CONFIRMED: Elon Musk is officially buying Twitter

What many sw engineers don't realize: The majority of jobs do not hire you to write the highest quality code or produce the cleanest architecture. They hire you to solve their business problems very efficiently. Sometimes this means high-quality code. Sometimes not at all.

Looks like Citadel is flailing...Maybe they should have stayed off Twitter or better yet maybe its a good time to have start conversation. I would love to discuss with Ken Griffin and/or @vladtenev - seriously time to put all cards on table.

This from Paul Graham, the co-founder of Y Combinator (among many other things), resonates massively with me. From my own experience seeing someone introduce ‘process’ into an early stage startup, it ended up a car crash... and it was pushed by a very highly paid ‘advisor’ 🤦‍♂️

Test.

'Runtime: 408 ms, faster than 93.25% of C# online submissions for Making A Large Island.' Very happy to have completed my first 'hard' challenge on @LeetCode!💪

Happy to say that @arvidkahl’s ‘Zero to Sold’ arrived today! 📚 I’m excited to see learn more about how to build the best possible bootstrapped business! 🚀 #buildinpublic