Ram Parameswaran @_ram_ Twitter profile

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Ram Parameswaran

2 months

Our latest edition of "a few things we learned" is out! Deck available at > research or . We hope it gives you some insights to navigate these somewhat expensive markets.

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Last Seen Profiles

@TJzWay

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@EXE_Prompts

@onemeaux

@cielo_magno

Ram Parameswaran

@_ram_

4 years

1. A new beginning: I launched Octahedron Capital launched earlier this month in San Francisco. cc @OctahedronCap

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Ram Parameswaran

@_ram_

4 years

I have never seen such numbers in my life. $ZM.

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Ram Parameswaran

@_ram_

3 years

It's that time of the year again. Presenting - a few things we learned - 1Q'2021 edition. The full presentation available at . In case this is useful to your twitter followers, please re-tweet.

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Ram Parameswaran

@_ram_

3 years

Since several people asked - our $PTON thesis is now available at

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Ram Parameswaran

@_ram_

3 years

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Ram Parameswaran

@_ram_

3 years

$DASH. First, what a mission.

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Ram Parameswaran

@_ram_

3 years

1/ @OctahedronCap turned 1 today. It's been quite the journey.

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Ram Parameswaran

@_ram_

2 years

My dear friend, Carlos Kirjner ( @carlos_kirjner ), passed away this week after a battle with cancer. My heart is heavy today, but I post this on twitter because I know a lot of #fintwit know him directly or indirectly.

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Ram Parameswaran

@_ram_

2 years

$TWLO beast mode. "we delivered more than $2.8B in revenue for the year, growing 61% year-over-year, and 42% on an organic basis. In late 2020, we stated our confidence in delivering 30%+ organic revenue growth over four years.....we reiterate that confidence for the next 3 yrs"

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Ram Parameswaran

@_ram_

2 years

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Ram Parameswaran

@_ram_

2 years

$DASH is by far the best run on-demand business in the world. Textbook case of disciplined, unit economics focused execution, scale economies kicking in, increasing market share, and missionary management team obsessed with consumer experience.

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Ram Parameswaran

@_ram_

3 years

Roaring 20s begin

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Ram Parameswaran

@_ram_

3 years

$TWLO

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Ram Parameswaran

@_ram_

3 years

An old boss gave this to me when I left a previous firm. It's inspired me for a while and thought I'd share.

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Ram Parameswaran

@_ram_

2 years

No greater joy to give back to an alma mater that gave us our start - @anuhariharan and I are so grateful to Virginia Tech and to be in a position to pay it forward to a deserving student.

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Ram Parameswaran

@_ram_

4 months

A new friend shared this today, thought it was excellent.

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Ram Parameswaran

@_ram_

3 years

Childhood memories.

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Ram Parameswaran

@_ram_

3 years

@OctahedronCap is hiring 2-4 interns this summer to join the team in San Francisco. Ideally our newest colleagues work with us in SF, but similar to 2020, we will also host remote interns.

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Ram Parameswaran

@_ram_

2 years

I remember the day we were taking bets 8 years ago as to what price BABA would close at on the day 1 IPO pop. In no conceivable scenario would I have imagine this.

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Ram Parameswaran

@_ram_

3 years

Super proud of @albertwang23 . Well done at @SohnConf - crushed the pitch on $TWLO. His fall project @OctahedronCap .

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Ram Parameswaran

@_ram_

3 years

On a long enough timeline, everyone sells ads.

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Ram Parameswaran

@_ram_

3 years

It is still Day 1. $AMZN.

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Ram Parameswaran

@_ram_

2 years

Stone cold killers $AAPL

Seth Miller

@sethmills21

2 years

the audacity....after decimating an entire economy

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Ram Parameswaran

@_ram_

2 years

How stupid are we to not retain this kind of talent?

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Ram Parameswaran

@_ram_

3 years

It takes special skills to not blow numbers out in this environment $TWTR

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Ram Parameswaran

@_ram_

4 years

$BYTE is likely to be one of the few defining companies of our generation, and likely the first global Chinese internet company. Super grateful that we had the chance to invest in them in 2017 - that single investment played a material role in putting @OctahedronCap in business

Gokul Rajaram

@gokulr

4 years

ByteDance revenues 2018: $7.4B 2019: $17B (129% YoY) FB revenues 2013: $7.9B 2014: $12.5B (58% YoY) 2015: $17.9B (43% YoY) Not that it's a secret, but ByteDance is on an incredible trajectory. This is truly elite company.

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Ram Parameswaran

@_ram_

3 years

By popular demand: the deck is available at . Great work (as always) by the team at @OctahedronCap .

Ram Parameswaran

@_ram_

3 years

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Ram Parameswaran

@_ram_

4 years

$ANT - there is scale, and then there is Ant Scale

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Ram Parameswaran

@_ram_

3 years

Tried the Oculus 2 earlier today. Outside of a slight headache after using it for 30 mins - I don't think I can do back to regular video watching. Talk about a transformational device.

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Ram Parameswaran

@_ram_

2 years

It's that time of the quarter again - please see a few things we learned in the last 3 months, courtesy of team @OctahedronCap . credits: @chrishuskey @albertjchiang @mehtanishd @alan_donatiello

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Ram Parameswaran

@_ram_

3 years

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Ram Parameswaran

@_ram_

3 years

A must read : $ADYEN

Adyen

investors.adyen.com

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Ram Parameswaran

@_ram_

3 years

It's that time of the year again. Presenting - a few things we learned - 2Q'2021 edition. The full presentation available at . In case this is useful to your twitter followers, please re-tweet.

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Ram Parameswaran

@_ram_

3 years

Know there are plenty of strong feelings, but wherever you stand, it's going to be pretty awe inspiring to see one the GOATs build again. $FB.

tobi lutke

@tobi

3 years

Mark's fb Connect keynote is hugely inspiring.

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Ram Parameswaran

@_ram_

3 years

$RBLX. First - what an epitome of long term thinking. A 31 year-old vision of the metaverse in the making.

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Ram Parameswaran

@_ram_

3 years

One of mankind's poorer decisions

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Ram Parameswaran

@_ram_

1 year

1/ As we enter 2023, I hope that our quarterly insights deck - "A Few Things We Learned" gives you the clarity you need to make sense of an increasingly complex investing environment for technology companies.

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Ram Parameswaran

@_ram_

3 years

$SHOP literally pulled on every commerce developer into their platform today. Well done @tobi . #PlatformCreation

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Ram Parameswaran

@_ram_

3 years

@patrick_oshag We hire exclusively for four "uncoachable" traits - a deep love for learning - evidence of persistence / grit - work ethic - givers vs. takers

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Ram Parameswaran

@_ram_

3 years

Is $SQ trying to tell us that Bitcoin is a bubble?

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Ram Parameswaran

@_ram_

2 years

There could be more pain in growth software (despite great numbers from companies)

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Ram Parameswaran

@_ram_

3 years

@marketplunger1 1. Learn to cook. 2. Actively find one sport to do together. 3. Data night - no excuses, even after kids.

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Ram Parameswaran

@_ram_

3 years

Alexa, define bakwaas.

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Ram Parameswaran

@_ram_

3 years

Heart breaking to see the number of tweets from the homeland asking for blood and plasma donations. We've fcked up the COVID-19 response in epic fashion.

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Ram Parameswaran

@_ram_

3 years

- absolutely thrilled to be investing in @databricks and partnering with @alighodsi and his team. cc @OctahedronCap

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Ram Parameswaran

@_ram_

3 years

Insane $COIN

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Ram Parameswaran

@_ram_

3 years

Re-listened to this today Possibly my top 3 favorite podcasts of all time. So many life lessons.

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Ram Parameswaran

@_ram_

3 years

Can't help but root for $FB

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Ram Parameswaran

@_ram_

3 years

Is there a way to short HBS case studies?

Patrick OShaughnessy

@patrick_oshag

3 years

Other episodes in the queue: Pinduoduo Moderna F1 Facebook As for Invisalign, someone said “Wow. I can't believe I listened to an hour about clear aligners and enjoyed myself.” 😂 The lesson we keep learning: every business is interesting if you dig in

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Ram Parameswaran

@_ram_

3 years

"a couple of geeks who sketched out some software" $AMZN

Sam Ro 📈

@SamRo

3 years

what they were saying about Amazon in 1999 $AMZN

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Ram Parameswaran

@_ram_

3 years

Octahedron Capital Quarterly Insights:

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Ram Parameswaran

@_ram_

3 years

SF the beautiful

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Ram Parameswaran

@_ram_

4 years

: A few things we learned in 1Q'2020

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Ram Parameswaran

@_ram_

3 years

He's not wrong $AMZN

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Ram Parameswaran

@_ram_

3 years

$NFLX. Not just content costs / sub likey to decline but content production costs / hr are also likely to decline, creating likely massive margin expansion

OmgCap

@OMGCapital

3 years

Sequoia on $nflx $dis

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Ram Parameswaran

@_ram_

4 months

An affordable hack on Doordash - "Local chefs". Portioned meals for $9 each (affordable). Ordered a few boxes today, each one excellent thus far. Hearing that the product is en fuego in Houston and catching fire in the bay area. This is smart.

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Ram Parameswaran

@_ram_

3 years

LMFAO

Nigel Farage

@Nigel_Farage

3 years

Nobody in the history of the world has done more for people of colour than the British Royal Family.

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Ram Parameswaran

@_ram_

3 years

Huge huge congrats @sriramk on joining @a16z - great crew and all round awesome people. Can't wait to do more with you guys!

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Ram Parameswaran

@_ram_

5 years

the smartest take on Libra i've read : @ercwl - thx!

Facebook’s Libra Masterplan

The social media company’s move into cryptocurrency takes advantage of regulatory loopholes

onezero.medium.com

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Ram Parameswaran

@_ram_

3 years

$BABA is a fascinating business - I've been lucky enough to cover it for years - a few thoughts in the @joincolossus episode below.

Patrick OShaughnessy

@patrick_oshag

3 years

Our final episode of Business Breakdowns launch week: Alibaba I’m joined by guest host @ClaireThielke to interview @_ram_ on this fascinating company and ecosystem We cover Alibaba’s unique history and structure. Lots for western world to learn Enjoy!

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Ram Parameswaran

@_ram_

11 months

Highly recommended

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Ram Parameswaran

@_ram_

3 years

$PTON. Commercial. Tread. Bike. New products. New distribution channels. New geos. Apparel. Looks / feels like an internet-scale platform in progress, time will tell. h/t @keylargofoley

John Foley

@keylargofoley

3 years

Peloton Commercial is off to the races! This is going to be HUGE for us. Hospitality partners in North America & Europe can now purchase a full suite of equipment to create the world’s best connected fitness experience.

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Ram Parameswaran

@_ram_

2 years

To close out 2021, please enjoy @OctahedronCap 's Oct-Dec 21 edition of "A Few Things We Learned" : . Wish you health and peace of mind in 22!

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Ram Parameswaran

@_ram_

3 years

I still cannot believe that this website trades at 9x 22 sales and 3% 22 FCF yield. As @modestproposal1 puts it eloquently "twitter remains undefeated". $TWTR. $UBER. $TKWY.

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Ram Parameswaran

@_ram_

3 years

It's that time of the year again. Presenting - a few things we learned - 2Q'2021 edition. Full presentation at . In case this is useful - please re-tweet. A fantastic compilation from the team @OctahedronCap : @chrishuskey , @albertjchiang and @LastDon_10 .

Ram Parameswaran

@_ram_

3 years

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Ram Parameswaran

@_ram_

3 years

When companies like Matterport and Hippo (rumored) are taking the SPAC route with quality sponsors - it's a reason to be open minded on SPACs. I love @Post_Market 's point on the sponsor matching their lock-up to 5 year projections. Immediate tell.

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Ram Parameswaran

@_ram_

2 years

It's official, we are going into recession

Jim Cramer

@jimcramer

2 years

I may be the only person besides Jay Powell who believes we are not going to have a recession. At least i hope Jay thinks that way!

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Ram Parameswaran

@_ram_

3 years

The entire India tech ecosystem will remember this day (and zomato's IPO as a close second) as an inflection point. And so many more to come. Well done @mobhat and team.

mohit bhatnagar

@mobhat

3 years

First Family of ⁦ @FreshworksInc ⁩

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Ram Parameswaran

@_ram_

2 years

Thank you @googlephotos for the nostalgic memory! This was Day 1 at @OctahedronCap on 4/1/2020. cc Scott Suh

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Ram Parameswaran

@_ram_

3 years

$SNAP is one of the best analyst days I have listened to in a while.

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Ram Parameswaran

@_ram_

3 years

So excited to read that one - thank you @vishy64theking !

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Ram Parameswaran

@_ram_

3 years

That was a big buyback $BABA

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Ram Parameswaran

@_ram_

3 months

$GOOGL @JeffDean 's talk at Rice University was excellent. It's a <2hr listen on the history of the advances of ML that has brought us to today, the power of Gemini and industry trends from a man in the know.

Jeff Dean (Google): Exciting Trends in Machine Learning

Abstract: In this talk I’ll highlight several exciting trends in the field of AI and machine learning. Through a combination of improved algorithms and major...

www.youtube.com

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Ram Parameswaran

@_ram_

3 years

1/ @MylesDanielsen 's response prompted me to this tweetstorm.

Myles Danielsen

@MylesDanielsen

3 years

@_ram_ 100% especially when starting out (which is what this role is)

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Ram Parameswaran

@_ram_

3 years

Welp, that was incorrect. $UBER.

Ram Parameswaran

@_ram_

3 years

If NYC / Boston $UBER prices are any indication - ride segment profitability could drive the overall business to FCF profitability sooner than people expect....

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Ram Parameswaran

@_ram_

3 years

So inspiring.

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Ram Parameswaran

@_ram_

3 years

$UBER. Usually a good sign then the CEO is dogfooding parts of the product.

dara khosrowshahi

@dkhos

3 years

Spent a few hours delivering for @UberEats . 1. SF is an absolutely beautiful town. 2. Restaurant workers were incredibly nice, every time. 3. It was busy!! - 3:24 delivering out of 3:30 online. 4. I'm hungry - time to order some 🍔🍟🍺

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Ram Parameswaran

@_ram_

5 years

only in California cc @balajis

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Ram Parameswaran

@_ram_

4 years

I am biased but she is awesome! h/t @patrick_oshag , @anuhariharan

Patrick OShaughnessy

@patrick_oshag

4 years

My conversation with @anuhariharan on growth investing: - winner take all businesses - hardware vs. software - international opportunities - sectors primed for transformation Anu is awesome. Please enjoy!

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Ram Parameswaran

@_ram_

2 years

Pricing power

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Ram Parameswaran

@_ram_

3 years

@hhhypergrowth @clueless_1337

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Ram Parameswaran

@_ram_

3 years

$TWLO. @jeffiel 's quarterly prepared remarks are fast becoming my favorite things to read in software.

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Ram Parameswaran

@_ram_

3 years

Psyched to "triple down" on Databricks and support @alighodsi and team on their mission to bring world class ML to the mass market enterprise.

TechCrunch

@TechCrunch

3 years

Databricks raises $1.6B at $38B valuation as it blasts past $600M ARR by @alex and @ron_miller

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Ram Parameswaran

@_ram_

3 years

I thought coups happened in the 80s and I grew up in NIGERIA

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Ram Parameswaran

@_ram_

3 years

Finally -- this $DASH letter is worth reading 2x. Right up there with $SQ in the level of color and quality detail given to investors - wish other companies followed this philosophy. Nicely done @t_xu @PrabirAdarkar @gokulr #RaviInukonda and team.

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Ram Parameswaran

@_ram_

3 years

A thing of beauty $ZM

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Ram Parameswaran

@_ram_

3 years

Great quarter guys.

Olivia Voz

@TheVoz4Real

3 years

4/14: Richard Branson sells over $150 million of $SPCE 5/11: $SPCE plunged 20% after earnings

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Ram Parameswaran

@_ram_

4 years

the difference in communication between founder led companies ($AMZN, $FB) and professional management ($GOOGL) could not me more stark this Q1. No criticism either way, simply an observation.

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Ram Parameswaran

@_ram_

4 years

DCF magic.

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Ram Parameswaran

@_ram_

3 years

$UBER. Awesome to see this business get to profitability. A strong $UBER is fantastic for consumers.

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Ram Parameswaran

@_ram_

5 months

As we close out a volatile 2023, I hope that our latest edition of "a few things we learned" helps you plan for the year ahead. Deck available at > research or Happy holidays everyone, and wishing all a successful - and…

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Ram Parameswaran

@_ram_

3 years

$DASH has earned the right via execution, $UBER needs to earn that right. A well executing $UBER is great for consumers. Been fortunate to observe @t_xu over the years esp. through his tough times - he's going to be one of the defining entrepreneurs of our generation.

Dalton Caldwell

@daltonc

3 years

DASH market cap: 70B UBER market cap: 72B Pretty crazy

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Ram Parameswaran

@_ram_

2 years

@SamGeoInvestor Yep, markets and stocks are incredibly humbling.

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Ram Parameswaran

@_ram_

3 years

Know thy audience. Absolute masterclass in communication and the future of politics.

Ryan Sheales

@RyanSheales

3 years

Here’s another 90 second masterclass is authentic political communication from the absolute queen of the art, @AOC . 👑

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Ram Parameswaran

@_ram_

4 years

Goosebumps. Every. Single. Time

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Ram Parameswaran

@_ram_

3 years

$TWLO. Doesn't sound like a software business trading 13x revs fwd growing well north if 30% (I know I know lower GMs but give it 24 months)

Jeff Lawson

@jeffiel

3 years

That’s a wrap on @twilio ’s Q3 2021 earnings! Reported $740M revenue, up 65% y/y with Segment, and 131% expansion! Thank you to our customers, partners, and Twilions worldwide… It’s an honor to build for you, and with you!

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Ram Parameswaran

@_ram_

10 months

A Few Things We Learned, AMJ'23 As excitement about the possibilities of generative AI reaches fever pitch, we hope that our work helps you frame your thinking and focuses you on what matters in technology. Happy 4th of July for all those celebrating!

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Ram Parameswaran

@_ram_

3 years

woah, $NFLX. - "Netflix is a true utility. If you're cutting the cord, before you buy Disney Plus and Hulu, you're buying Netflix, so it's water in the tap"

Ram Parameswaran - Internet Scale Businesses

Ram Parameswaran is the founder of Octahedron Capital and previously a partner at Altimeter Capital. We cover the potential for internet scale business, explore the common characteristics of these...

www.joincolossus.com

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