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@borrowed_ideas

Mostly Borrowed Ideas · 150,286 followers

Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy

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An Ode to Ben Thompson full piece: mbi-deepdives.com/an-ode-to-ben-…↗

·@borrowed_ideas·Aug 30, 2026·essay·ben-thompson·investment-analysis·om-malik·stratechery

"it takes us three months to build all the AI stuff and it might take Mailchimp 30 months. The question is, is 27 months enough for me and you to go and build every other feature in Mailchimp to the same standard. And if it's not, then we're goosed, we don't really have a play"↗

·@borrowed_ideas·Aug 8, 2023·essay·ai·mailchimp·product-development·startup