Fernandez: Startups risk failure by fixing offtake prices before FEED engineering
“Many times Off-takes are priced in a way before engineering, you know, failed one, failed two, engineering have been done, and it's based on optimistic CapEx assumptions. Now, when the companies go through the engineering process, and they actually get to a fe…”
Fernandez: Startups lock in offtake prices before engineering reveals 2x CapEx
“We find that many times off-takes are priced in a way before engineering, you know, failed one, failed two, engineering have been done, and it's based on optimistic CapEx assumptions. Now, when the companies go through the engineering process and they actually…”
Lessin: Feed moderation pushes bad behavior into dangerous private messaging
“Most of the action is in private messaging, which is broadly not content moderated broadly, and we can get into the details there. And by moderating feeds and not moderating messaging, which is where the action is because you can see the feed. So people see th…”
Cohen: Feed metrics must track downstream high-value engagement, not top-level traffic
“Because the feed is the first thing you land on. I can't just count how many folks engage with the feed because then I'm counting kind of bypassers kind of thing and bystanders that actually coming into the experience. So we actually started to look at the mor…”
Sam Lessin: The Internet Is Shifting From Feeds Back to Destinations
“The internet is going back away from feeds to destinations”
Instagram Users Share More Media in DMs Than Feed or Stories
“If you take out all the text, there are more photos and videos shared in DMs than there are shared in stories. And there's way more shared in stories than there is in feed.”
Isenberg: 99% of internet consumption occurs through feeds
“You know, 99% of people's internet experience today is consumed via feeds.”
Haspel: Diesel drives wild catch emissions, while feed drives aquaculture emissions
“For wild-caught fish, the biggest contributor to climate is the diesel that you burn on the boat. In aquaculture, the biggest contributor to climate is the feed”