luttig's learnings

John Luttig
i occasionally write about what i've been learning, at founders fund and personally. you can also find me on twitter: https://twitter.com/absoluttig
Created 18 Nov 2019
24
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  • Reversion to the mean: the real long COVID
    15 May 2022 59 5
    In March 2020, we were warned that a demand shock would crush the economy, and tech would not be spared. Sequoia’s famous doomsday memo predicted a tech recession: Private financings could soften sign...
  • Rippling and the return of ambition
    05 Apr 2022 53 6
    In the 1970s, the tech industry was several orders of magnitude smaller than it is today. But each company had far larger product ambition. And each engineer had an outsized scope. Apple released its ...
  • Don’t forget Microsoft
    30 Jan 2022 75 19
    Despite its scale, Microsoft is one of the most overlooked companies in tech. It is not a beloved consumer brand like Apple, Facebook, Amazon, or Google. It was not a venture capital success story: Mi...
  • The index mindset
    15 Sep 2021 43 8
    Through the 1980s, gut-driven active fund managers on Wall Street dominated money management and ridiculed index funds as “a sure path to mediocrity”. Sure, index funds’ fees were 80-90% lower than th...
  • Finance as culture
    01 Mar 2021 75 5
    Financialization (noun): the process by which financial institutions, markets, etc., increase in size and influence. In practice, what does financialization look like? We’ve all heard the institutiona...
  • how timeless is timeless advice?
    14 Feb 2021 74 9
    A common defense for conventional wisdom is that it has withstood the test of time. And lots of advice is timeless, or what you could describe as Lindy. Eat your vegetables, for example. But some advi...
  • SPAC Attack: everything a founder or investor should know
    17 Jul 2020 37 7
    If you’re a founder or investor, you may be wondering what this SPAC thing is that everyone is talking about this week. And it is even more momentous than the press lets on: there is a frenzy of opera...
  • When Tailwinds Vanish
    23 Apr 2020 244 32
    The Internet tailwinds that propelled Silicon Valley’s meteoric growth for decades are stalling out. The ripple effects will jolt the tech industry. In the late 1990s, the tailwinds began when Interne...
  • this week i'm thinking about – #15 – online dating
    24 Jul 2019 5 0
    Hey friends, Welcome to the many new subscribers since last edition! Feedback and suggestions are very welcome, especially from the new folks. I've been working a lot recently so please pardon my abse...
  • this week i'm thinking about – #14 – TSMC
    17 May 2019 • 3 min read • 2 0
    Hey friends, Welcome to the many new subscribers since last edition! Feedback and suggestions are very welcome, especially from the new folks. I've been traveling a lot recently so please pardon my ab...
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