#138 - How A Big Bitcoin Bet Paid Off, How To Best Learn From Bi…
About This Episode
Sam and Shaan discuss the transition from San Francisco to Austin and the business empires of Dan Gilbert and Michael Saylor. They explore the 'D2C-ification' of legacy chemical industries and analyze the internal political dynamics of working within large corporations like Amazon and Twitch.
Episode Description
Key Takeaways
To evaluate the true expertise of a business 'guru', backtest their past predictions by reviewing interviews from 10 years ago to see how their logic performed over time.
Boring, high-margin industries like lawn care and pest control are ripe for disruption by D2C brands that prioritize non-toxic, 'clean' ingredients for families and pets.
Inside large corporations, employees are often incentivized to 'sandbag' projections because they are rewarded for beating internal expectations rather than purely for market performance.
Business Ideas Mentioned
Professional Salary Negotiation Agent
Agency
Natural D2C Home Pest Control
E-commerce