Charlie Delingpole Blog

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Management

Frank Slootman: “no strategy is better than its execution”

“The board saw [the former CEO] taking Snowflake to the moon and believed Slootman could pilot the ship to Mars.” Frank Slootman is the CEO of Snowflake, and is one of the most well credentialled CEO’s in Silicon Valley, having…

Management

What is a data company?

This is an interesting piece from Auren Hoffman of Safegraph, “Data-As-A-Service Bible: Everything You Wanted To Know About Running DaaS Companies”.  There is a fundamental distinction between DAAS and SAAS companies, as the nomenclature implies. Hoffman cames from LiveRamp, formerly Acxiom…

Management

COVID for the next 18 months

Markets  As of 12th April 2020, the FTSE is at 5842, and the S&P is at 2789. This represents draw-downs of 33% for both indices, with the FTSE down 20% and the S&P down 18%. Demand will be suppressed across…

Management

Paired Metrics

One important concept is pairing indicators. Which is, if you measure one thing and only one thing, the company tends not to optimize to that. And often at the expense of something that is important. Cost is example of payments…