#AdaniPorts

Nice symmetrical triangle formation, typical of Wave 4.

We should see a good BO soon.

Target 1100+.

(THREAD) Pre-election Russia collusion may take down Trump. It's equally possible the Trumps' pre- and post-election collusion with Saudi Arabia, the UAE, and Israel will do it—a course of collusion also connected to the Kremlin. I explain here. I hope you'll read on and retweet.

1/ I must stress how unbelievably complex the "Grand Bargain" theory of the Trump-Russia case is—a different thing from saying it's not substantiated. It's substantiated in *almost every single particular*—it just *also* happens to be very confusing. Not byzantine—just confusing.

2/ The basics: Saudi Arabia, Israel, and the UAE all view Iran as their chief regional enemy. Iran is propped up by Russia. Therefore the Saudis, Israelis, and Emiratis all need a US government willing to find a way to get the Kremlin to *stop* supporting Iran in the Middle East.

3/ The best way to get Russia to stop supporting Iran—or reduce support—was/is to drop all sanctions on Russia over its 2014 annexation of Crimea, as that'd be worth *trillions* to the Kremlin over the next decade. Everyone knew that Clinton wouldn't do this—and that Trump would.

4/ Per the NYT, on August 3, 2016, Donald Trump Jr. met secretly at Trump Tower with a Saudi and Emirati emissary, George Nader, as well as an Israeli intelligence expert, Joel Zamel, with *significant* ties to both Israeli intelligence *and* Russian oligarchs allied with Putin.

why do I hear boss music

1/ The first 18 months of starting a company is often life or death. I must've made 5 different companies that each failed within 9 mo. 😭 Each time the company failed I figured out what I could do better. Eventually startup #6 got to $40K/mo by month 18. Here’s what I learned...

2/ Stay focused! Ignore things that are a waste of time: meetups & conferences, meetings with no clear agenda, fundraising if you're not fundraising, reading lots of tech media articles, etc. Every week should feel like significant progress in the first year.

3/ Your first 5 hires will be the difference between life or death. Choose carefully. Be picky. Many of the things we do at the company still are a result of those early hires' legacy. Have fun as a tight knit team. It will change & evolve as you get bigger so enjoy this moment.

4/ Growth may be flat for the first 9 months. It's gonna be okay. Almost every company has experienced this: Airbnb had to sell cereal in-between, Slack failed as a gaming company first, Tesla sold only 147 cars after 6 years! You probably won't be an overnight success either.

5/ In the beginning, do customer support yourself. You will learn a lot about why your product sucks. I did 5,000+ support tickets when it was the two of us. Delight customers & fix things fast while you learn. It will help you build an amazing intuition about your customers.