SaaS Marketplaces vs. Middleware, Embedded Finance, and Urban Income Inflection Points thanks to January Capital - E246
“It isn't in the DNA of a corporate to try a half-baked software that someone else made. The
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“It isn't in the DNA of a corporate to try a half-baked software that someone else made. The
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“Every quarter, we make decisions about what the fair market value is for all portfolio companies regardless of whether or
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“Avoid underestimating how hard it is to invest and pick the winners. When folks come in, they think it’s
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“You have to make sense of what the facts are telling you. That's still quite hard for ChatGPT
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"Whether you are a regional insurance company or a single-country focused market player, execution is the key term. Models
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“Why podcast? I enjoy deeper stories. I have podcast conversations the same way I have a dinner conversation with someone.
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“Investing in emerging markets should be an impact investment if it’s done the right way. They also don’t
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“At the end of the day, to be a great investor, you have to want to be an investor for
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“Getting laid off is not a commentary on your worth as a human being. Think of it as a silver
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"There’s been huge reputational damage for crypto in the past few months that will probably take a long
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"Mindset is so important. You need to believe that you can have big ideas and you can accomplish them,
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“What’s missing now in the whole ecosystem are recycling facilities, especially in emerging markets. Everyone's thinking about
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