distribution

3 statements across 3 episodes · 0 bullish · 0 bearish · 3 people on the record · first statement Nov 6, 2021 by David Friedberg · across every show →

Everything said about distribution, oldest first

Nov 6, 2021
Insight
Friedberg: Limiting performance outcomes moves the whole distribution curve downward
“As soon as we try and limit the difference in that distribution we move the entire curve to the left.”
David Friedberg Nov 6, 2021 ▶ 1:01:27 E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
Jan 20, 2023
Insight
Chamath: You can't eat paper markups or IRR, only cash distributions
“You can't eat IRR and you can't eat paper markups. You can only eat the distribution.”
Chamath Palihapitiya Jan 20, 2023 ▶ 1:17:09 E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
May 26, 2023
Insight
Sacks: Great products fail without lightning-in-a-bottle distribution
“You can build a really great product and a great team, but unless you hit that lighting in a bottle with distribution, you know, you won't get to the next level.”
David Sacks May 26, 2023 ▶ 1:29:18 E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
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