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Published a new essay: The red flags and magic numbers that investors look for in your startup’s metrics – 80 slide deck included!

This was a deck that I created on my (longish) interview process with @a16z. It was a long path, starting with meeting folks at the firm 10 years ago. But the purpose of the deck was to explain how I would use my superpower in an investing context

Here's what I explain in the deck. As investors (whether angel or VC) we're often confronted with an up-and-to-the-right graph. Is it going to go up? Or down?

One solution to forecast these growth curves is the Growth Accounting Framework, where you add up New+Reactivated and subtract churned users. In each time period that gives you the difference in monthly actives.

The problem with this is that it's a lagging metric, not a leading one. We need to go one level deeper and look at the underlying loops that drive these numbers, to understand the quality.

A brief thread on Jovan Hutton Pulitzer, the crazy con man who is now claiming to have hacked into the Georgia voting machines in Fulton County. 90s kids and tech aficionados might remember Jovan as the inventor of the CueCat, the dumbest gadget of all time.

Also, for anyone who wants to claim that Jovan Hutton Pulitzer (not his given name, but one he changed legally after the CueCat debacle) invented QR Codes: he did not. Like that other right-wing crazy man who claimed to have invented email, Jovan didn’t invent QR Codes.

He did invent the CueCat, a product that somehow raised $185 million dollars for a tethered barcode scanner for magazines and newspapers, so you could get ads from your ads. As I said, the dumbest product of all time. Good backup barcode scanners after they were hacked, however

Oh, that’s another thing. When CueCat was a thing, its systems were hacked. I guess that’s what makes Jovan a security expert. His bankrupt company from 20 years ago was hacked and widely mocked. He’s a genius.

In recent years, Jovan pivoted to being a treasure hunter who was featured on and widely mocked on Curse of Oak Island, because the man is insane.

Lately there have been various rumours in the media about myself and Jumbo in relation to Williams. To clarify things, Jumbo is not and will not invest any money in my career. 1/2

Of course we’re collectively looking at career opportunities, however this is certainly not our philosophy and strategy. I hope to announce my future plans soon, be patient 😉 2/2

This is Kuinini ‘Nini’ Manumua, the woman who was ultimately displaced by inclusion of Laurel Hubbard.

She’s 21, and it would have been her first Olympics.

Joanna Cherry:"Alex Salmond secured a concession that nothing in Scotland Act would preclude the people of Scotland from subsequently choosing an independent future. This is recorded in Hansard during second reading of Referendums (Scotland & Wales) Bill, May 21, 1997."

Donald Dewar said: “I should be the last to challenge the sovereignty of the people, or deny them the right to opt for any solution to the constitutional question they wished. For example, if they want to go for independence, I see no reason why they should not do so." JC

"In same debate Alex Salmond went on to emphasise that “… the Claim of Right referred to sovereign right of the Scottish people to determine a form of Govt best suited to their needs. It did not suggest sovereignty resides with English Members of Parliament." Joanna Cherry

Joanna Cherry: "Donald Dewar articulated the democratic norm later enshrined in the Edinburgh Agreement. His concession laid the foundation for the 2014 referendum in recognising the rights of Scots to choose whether to remain part of our voluntary union with England."

"I am wholly in agreement with view that we must find a legal & constitutional way to demonstrate that public opinion in Scotland has changed since 2014 referendum, in order for our independence to be internationally recognised & therefore meaningful." Joanna Cherry