
š Thread. New deck getting published this week: "Consumer startups are awesome, and here's what I'm looking to invest in at Andreessen Horowitz." If you want to read it, subscribe to my newsletter here: https://t.co/262t8eh0wf









\U0001f447Thread.
— Andrew Chen (@andrewchen) November 1, 2018
Published a new essay: The red flags and magic numbers that investors look for in your startup\u2019s metrics \u2013 80 slide deck included! pic.twitter.com/w6HRD4o22f
From a metrics standpoint, it's important to analyze the acquisition mix, the quality of the signups, and the platform dependencies. In the deck, I talk through a bunch of the red flags I'm looking for. pic.twitter.com/5eXkLB0aYQ
— Andrew Chen (@andrewchen) November 1, 2018
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š„š„š„Situation Update, Dec. 3rd ā Trump invokes foreign interference provision of his 2018 executive order, authorizing military response to cyber warfare, see NSPM 13 š„š„š„ [M.Adams]
āļø ā Ask yourself this question: What was the purpose of yesterdayās White House speech about election fraud and vote-rigging?
ā If you think it was all about Trump communicating to the people, think again. This speech was really about Trump communicating with Chris Miller
ā and the DoD about foreign interference in the U.S. election while laying out the key national security justifications that are necessary to invoke what Iām calling the ānational security optionā for defending the United States against an attempted cyber warfare coup.
āļø Decoding President Trumpās Dec. 2nd speech:
https://t.co/G9kmUfVQzS
šŗšøConsider what Trump said in yesterdayās speech. About 95% of this speech was filler. Only 5% really matters, as I detail below:
1. First, he lays out that he has a sworn oath to defend the United States
2. Constitution against the wartime āsiegeā thatās underway:
As President, I have no higher duty than to defend the laws and the constitution of the United States. That is why I am determined to protect our election system, which is now under coordinated assault and siege.

āļø ā Ask yourself this question: What was the purpose of yesterdayās White House speech about election fraud and vote-rigging?
ā If you think it was all about Trump communicating to the people, think again. This speech was really about Trump communicating with Chris Miller
ā and the DoD about foreign interference in the U.S. election while laying out the key national security justifications that are necessary to invoke what Iām calling the ānational security optionā for defending the United States against an attempted cyber warfare coup.
āļø Decoding President Trumpās Dec. 2nd speech:
https://t.co/G9kmUfVQzS
šŗšøConsider what Trump said in yesterdayās speech. About 95% of this speech was filler. Only 5% really matters, as I detail below:
1. First, he lays out that he has a sworn oath to defend the United States
2. Constitution against the wartime āsiegeā thatās underway:
As President, I have no higher duty than to defend the laws and the constitution of the United States. That is why I am determined to protect our election system, which is now under coordinated assault and siege.