#222 - How to Get a Slice of Harvard's Billion Dollar Case Study Industry

there's a whole bunch of big money industry financial players that will happily pay twenty five thousand dollars fifty thousand dollars a hundred thousand dollars a year just to be like explain this shit to me yeah i feel like i could rule to where i know i could be what i want to put at all in it like a day's off on a road travel never looking back sean what what are you wearing you get so offended but i don't have sleeves i forgot not offended i like that like shook you you're completely fl that i think that's sleeveless hoodie is an interesting choice i think it looked you look nice and that that you look jacked thank you i'm trying to be jacked are you i'm like thick jacked like i have a lot of muscle but they're still fat on the muscle so it doesn't look very good i i took this so i got you know you know those cars that kids get where it's like it's like a mini version of a car so they could drive it around like whatever jeep so we got one for my daughter's birthday it's like a little mini range rover thing and so i posted it on instagram i never posted on instagram so i posted an instagram like a close up of like the range rover logo the wheel where you it couldn't you can tell it's like a kid's car i was like yeah a new ride you know work hard it always pays off then i posted like a zoomed out version of it in my driveway and it's like two feet long and then i take a picture posing with it and then and then yeah i didn't realize that i forgot that most of the world has its seed b in like two years and so you know i have long hair now i never had long hair so everybody in my instagram is was like what the what's going on is this you what what is this and then also i've got like considerably like bigger and most neuromuscular i guess yeah you're you're you're you've you've over the last i would say four year you four years it's been like a three year journey maybe you've changed significantly yes i i got a bunch of dms of people would just be like well like like that's funny what you were doing like because i was like you know like you know proven the haters wrong like you know hard work pays off you know like the cringey instagram stuff that people do when they like get an i was doing that i just doing it for a joke and then also joke on me because people are like you look weird that's alright they were actually complimenting you so do you know that i was reading stuff on it and we talked about examined dot com i was reading about examined dot com so i i enjoy reading about things that have core or that are correlated to longevity and so like different studies on that and so there's two findings that i've discovered the first is grip strength so grip strength is highly correlated with longevity the second thing is why know yeah explain why and the second reason or the second thing is quad shrinks so your thighs how strong your thighs are now so you're little until three three hundred yeah i think i'm gonna be i'm thinking gonna be old however there's not a correlation between muscle size and longevity so just because you have big muscles doesn't necessarily mean that right you're gonna live a long time but what it means is grip strength and quad strengths are both really the most perfect of an imperfect test to test your upper body and lower body strength and so if you're strong you're gonna live to be longer or there it's it's high more core it's correlated with longevity so strength is so i think it's good you're lifting weights yeah but i feel like my grip strength and quad is not great and i also feel like that's not what the show is and nobody cares about my grip and quad strength but i do think it's cool the long longevity anything is cool i've been i've been like you know you have these things where you're like okay i'm not doing a project in this area it's not my work it's not my job i also don't even really know what i'm looking for but i just keep going down this rabbit hole just i just keep watching videos or reading stuff or kind of like talking to people about this thing and i kind of i don't have like a destination i'm trying to get to and that's what it's been with this longevity anti aging stuff i've just been watching a ton of interviews and reading about a bunch of the science about what's what is the latest in this space i think i talked about on the podcast i great yeah and and then there's like laura demi do you know who she is no so she's she's a i don't know if she's entrepreneur i think she was kinda like she she started doing this which it was like sixteen i think she was a teal fellow so she dropped out of college to take the teal fellowship which was basically peter t made this thing was like i'll give you a hundred grand if you just dropped out of college and work on whatever project you wanna work on so he's paying people to drop out and so she took that and she was like okay do i start a company do i do this do this and i think she ended up creating something called i think it's called the longevity fund and it's basically it was the first major i don't wanna say first it was one of the first at least major vc funds that was like aid only investing in anti aging and longevity companies and so she raises money she's still probably i don't know under twenty five and but she's like you know a veteran in this space now so i think she worked under opt gray and then i think she or knows him at least and then she's got this long longevity fund and she was talking about like you know what's what's been what gives her hope like what what breakthroughs or or advancements maker think oh shoot like the products are really being made and like what are some things are ten years ago you thought this would be here by now and we're still ten years away or more and and i feel like there's a bunch of like self driving cars is like that people have been thinking about this for a long time or vr people have been thinking about for a long it always feels like it's five years away but it never hasn't quit clicked yet but you do feel like it's inevitable and that's kind of like what anti aging is yeah i i've been reading in a bunch one of my favorite books is is it's like the the pop culture version of all those blue zones heavy red blue zones no what is you don't know blue you don't know what the blue zones is no a blue i know but but not alright so the blue zones is fantastic so it's a book that studies five different cultures that have an incredibly high number of centurion so a large population of people who are above a hundred years old i believe the five locations are the seventh the seventh day adventist which is a religious crew in mid california then there's a group in japan there's a an area in greece an area of korea and i maybe costa rica i forget i forget the other ones and he tries to narrow down to the handful of things that they all do and those things include eating meat and vegetables particularly large amounts of vegetables drinking moderately not exercising vigorously but exercising like walking to work or walking around all day so the seven day adventist they they they believe their body a temple and so they walk throughout the day and they work jobs so they got a lift up above their head but they don't your size in the traditional sense they don't damage their bodies to try to get super sore and grow the muscles yeah and they and they under eat you know they don't over eat because they believe that the body's like sacred and then a few others are the old folks don't go to living nursing homes they stay at home so they have a stronger sense of community typically they drink moderately i also believe a lot of them have some type of religion or spiritual thing that they're like looking towards right and that's mostly it but there's a maybe a few more characteristics that they all share and do you there's a whole bunch of like drugs that are like you know possibly possibly linked to longevity like whatever metformin and stuff like that have you dabble any of those no but i'm as of today for the past handful of months i've been taking a variety of magnesium what ash uganda the thing that you mentioned right elf elf what's it called l i don't think it's one of those it's one of those words that like i write all the time but i've never pronounced anemia i that's the one ka and i believe that's it but i've i i i've i have been interested in some of that stuff i just haven't what's it called again it's called i i forget the stuff that the that's proven to in my my for longevity i don't rep rap myosin or something like that rap myosin yeah anyway so yeah i'm interested in longevity we'll have to talk about it i i don't have slack open by the way if you're gonna message and don't have slack open i've got zen lancaster no i just kinda like some other the things you were talking about yeah they're all it's all meant for like lower mood also the blue oceans a lot of it a lot of it they have low stress right yeah i think this stress stress is the killer that's what that's some people talk about with warren buffett because buffett diet is like famously garbage like soda mcdonald's yeah he like i think he eats you know mcdonald's for breakfast every day on this way to work or something like that and like a sausage drink muffin every day i remember watching some video following a day in the this is like ten fifteen years ago so maybe he's maybe he's he's sharpened up but at the time he he was saying this what he does every single day and then he drinks diet coats and he eats m and m's it's like all his portfolio companies you know that he like lives by basically shit and and so you know it's like shocking but because he's you know he's in pretty good health and he's got like he's got his wits about them even though he's almost ninety years old or whatever he's like very sharp mentally has high energy that sort of thing and obviously he's still performing like extremely well at his job even at that age and so so a lot of people are like well that def defines odds and then some people say well one thing that buffet does right he may do a lot of dietary things wrong but one thing he does right is he's is extremely low stress and and it's if if i was betting i would bet that stress ages and hurts you more than any other like dietary input now i i'm not a scientist is just like my observation of people i could see people who are glowing who have high energy people who stay healthy and who don't and it's like if i looked at what in my life the people around me what would be the common denominator it's actually not their diets it's more of their their stress and their mindset yeah i it's it's it's hurt me in the past so we're in the we're in the same page do you do you wanna talk about the results of the n thing yeah do it's kind of insane we so the the we did this n auction which was here's like the the quick summary if you if you didn't follow so basically i was i'm really into crypto i did this thing called crypto week where i was just deep diving and my goal was to actually use all the different parts of crypto not just like be an investor but like be a be a user of what they call web three which is all these different technologies different things you could do one of which is n nxt so i bought some n t's i i played with the tools to help you value them or or scope them out and all that stuff and the last thing i did was i wanted to mint an n and i thought alright what what would be an n i would do we're not great artists so i'm not gonna you know i'm i'm i'm unlikely to have this visual art that just speaks to you but i was like what do we do well and i thought well one thing we've done is we've we've created this audience through my first million and what if we created an n called five minutes of fame and five minutes of fame is real simple it basically just says hey the owner of this n nfc owner of this token it's like the willy won golden ticket if you have this golden ticket you get access to the chocolate factory so for us it was if you own this token you get access to the pod you get five minutes of airtime on the pod or you could talk about whatever you want if you wanna talk to us and just shoot the shit bring your ideas to the table fantastic if you wanna ask questions or promote your company or whatever you wanted to do that five minutes it's it's yours and so kind of on a whim i just texted you bring like hey idea what do you think you're like cool go for it and i it on open seats so i paid a little bit of a ethereum to to create it a set up an auction for seven days and i started the auction at point two five ethereum or ether and so that was the equivalent note at the time about like seven hundred eight hundred dollars and it just closed last night at midnight the auction closed and i think it made thirty three thousand dollars so i think it it closed at eleven point five five eth which is about the about thirty thirty two thirty two thousand dollars think it was a little bit more let's see eleven point five times eleven point five five thousand five eleven five a thirty five grand yeah so that was that's what it closed at last night and so so we should shout out winner i thought it was gonna to go at about twenty five thirty k that's what i that's what i would've have predicted ads on how much would an add cost on this podcast maybe ten thousand dollars and we would do a couple of them yeah i think you know ten thousand bucks would would be you know maybe i know don't sell ads anymore so i don't know what five or ten grand maybe going ad rate would be for it but you can't we don't sell them so you can't even get it but yeah who's the winner the winner is his username just like d two d something so i don't actually know the person you know it's sold to kind of an unnamed unnamed artist and we have that they're gonna do with it they can they can hold it so they can basically say alright cool you y'all are growing twenty percent month over month i'm in no rush let me let me just hold this for you know the foreseeable future and and let's let this thing grow and then you know they could cash in later or so the the username the one person one is d two d six two eight and then you can go look at their profile about some other stuff that they own they have some other n entities that are you know five e three they own one that's valued at three hundred thirty five each so they definitely have like a portfolio which as that that they collect three hundred three hundred five mean all is that nine hundred thousand yeah it's like a million dollars that's the set price for it i don't know if that's what it'll go for but that's the wow that's the the list price that that's asked so anyways this person one and they can sell it so they can just say cool i'm gonna flip it they can use it the way they use it is they send it to our wallet so they they will have to burn it by sending it to our wallet which takes it out of circulation and and then that's how we know you were the owner of it and you cashed it in alright let's you wanna talk about it them you wanna talk about harvard yeah we talked about this we hinted did at it last time so let's do i think you did a bunch of research yeah but i want you to you you i want you to kick it off and explain to me why you you got interested in this basically i i've known about this for a while so i launched trends because i read all about this and so i wanna know what caught you i i think i brought this up in the podcast a little bit but what caught your eye you initially told me about the harvard business review in passing you just said something very very like i think they do like a hundred million dollars you said something like that and so second i this was maybe five years ago at the time i like kinda stash out away and then when we sold bib one of the i i did a brainstorm of like when i started another thing and one of the things that always interest me was education education education education i was like okay well i like business i mean this is before the podcast even i was like i really like business and kinda digging in and nerdy business stuff could i package that into a product it became this podcast but one of the ideas i had was could i compete with harvard business schools h b kind of their media arm because what they do at the time i was looking into their case study so what they do is if you ever go to business school and there's many business schools that do this they have kinda like case based learning project based learning basically and so you you go into class and you you get this printed out piece of paper that says here's the scenario you're the ceo of sony and you're coming about the new playstation and you're competing with xbox and right now sony's market share is going down and you need to figure out a way to gets to go up here's some of that background and it basically gives you a case to walk through and basically give your kind of like your two sense on what you think the strategy should be you know all that good stuff and then the teacher has kind of like an an answer key essentially it has the results of how things played out and what worked what didn't and and kind of a just a guided discussion and so it's basically like the curriculum for a business school so i the reason i got interested in this is because i was actually gonna go start a company making these case studies focused on technology you have focused on on kinda like cutting edge tech and either sell it to schools or sell it to companies who wanted to train their managers so that was my like idea i still kinda wanna do that someday but i did back away from it when i realized that harvard really had a monopoly i think the stats at the time where that eighty percent of all the case studies all the business school case studies were harvard business school case studies and then the second thing was if you go talk to professor i think i talked to two and i was like hey i'm gonna do all these great case studies is gonna be so much better and they're were like yeah but like what's that phrase is like no nobody gets fired for buying ibm it's like nobody gets fired for buying the harvard harvard case study if i go by the sean case study and if if anything is off about it or even if it's good like it's just gonna have lower perceived value than the harvard one so actually i need to stick on the harvard sauce and i was like oh that's a problem it's the credential it's the brand of harvard not the content of the case study that really makes a difference so let me set the stage here and give some numbers to explain what we're talking about okay so every number i'm gonna tell you is from two thousand nineteen all of these numbers are public so this isn't this isn't ideas or theories or rumors this is fact in two thousand nineteen harvard business school made nine hundred and twenty five million dollars i'm going to rank in order where that revenue came from so twenty five percent or yeah twenty five percent right which two billion basically just to make the math easy yeah why i don't do public math we don't do public math twenty five percent or around two hundred and fifty million dollars came from endowment and gifts okay that's the second largest thing i'm gonna save the first largest for last the third largest thing twenty four percent or around two hundred and forty million dollars executive education tuition we made from a tyra banks for saying she went to harbor because she went to an executive education that's what she's talking about the fourth largest thing get this only fifteen percent of revenue nba tuition right is the fourth largest one the final two are harvard business school online so basically online courses which is five percent of revenue and then finally housing rents and other three percent so the biggest one their biggest revenue stream is twenty eight percent roughly two hundred and eighty million dollars that makes almost two times what tuition makes what is that they're publishing arm right so they make money in publishing through a couple different ways basically a two or three they make a little bit of money through advertising but it's pretty it's nominal but they have four hundred thousand subscribers and subscribers pay anywhere from ten to to fifty dollars a month depending on which package you get but the bulk of their revenue comes from the fifteen million case studies they sell to around four thousand universities now that number of around let's say i think i believe the exact number is two hundred sixty two million dollars in revenue how does that rank so let's put this in in in in perspective here the new york times i think probably the largest print publication or text based publication in america revenue of one point eight billion the economist another hundred plus year old brand four hundred and twenty nine million harvard business review two hundred sixty two forbes which has you know all they do is publishing a hundred and eighty million fortune a hundred and at and ax axiom fifty eight million however amongst all of those harvard business review has the highest revenue per employee so they're the most efficient so five hundred and eighty two thousand dollars per employee so that that's some of the numbers shockingly big shockingly big shockingly big and so just to break that down into account the different carriers so let's focus on so what are their products they have the they they have the the review they publish which is kinda like a magazine right essentially it's like a sort of like a smart kind of smart person magazine then they have the case studies what's the split between those case studies and subscriptions yeah well they sell about fifteen million to they they sell like eighteen million case studies a year and they cost like ten to twenty dollars a piece so if we route here i actually have the exact numbers they have four hundred thousand subs and they sell eighteen million case studies so i would imagine that of the two sixty two million dollars two hundred million is from case studies wow yeah so that's kind of unbelievable one that's basically recurring revenue because they're they have to pay for it each year yeah the way it works is your professor who's teaching so professors who are teaching at any mba they basically the the one of the four thousand universities in america they've given harbor their credit card and the prep professor just scroll through and they go click i want that oh i have a hundred and twenty students therefore a hundred and twenty times twenty hours that's how much i'm gonna pay just click and build it to the university and that's how it works right yeah i still wanna compete with this actually now that you've brought this up again and just make sure you wanna go do this so i i tweeted this out or or i put this in my newsletter actually yesterday i go top universities are an amazing business imagine having hundreds of millions in recurring revenue through tuition or publishing a huge a huge like venture capital fund basically a huge fund not venture capital a huge fund which is their endowment you own your real estate and you pay virtually no tax is because you're a non profit and so like i think harvard paid i i remember reading this one year they paid twelve million dollars in federal taxes on all that revenue that you said because because they're you know a five zero one or a three c or whatever it is they're basically like you know they're not for profit university and i think they just there was just some new bill that like now they have to pay some tax on their endowment so their bill went up to like fifty million which is still you know not very much for you know a billion dollar billion billion dollar a year enterprise and well so check this out dude harvard endowment is forty billion dollars so let's just say that they get a seven percent return so that's a little bit less than four billion dollars right that they get an annual profit i would have to run the numbers but i believe i did this one time if they gave free tuition to all of their students and they only paid their bills with their endowment profits they would still net make a profit of a few hundred million dollars a year so like you have to keep in mind that harvard like you say you wanna compete with harvard okay cool i hear you they have not infinite but close to as many as much resources as you could ever possibly need to to to build yeah so the so what is harvard work right like if you were gonna value harvard how would you value harvard the same as nike or something that i mean you have to look at what the multiples are for nike and interestingly if we did do if we just looked at the harvard business review rev revenue harvard business review had two hundred sixty two million dollars in twenty twenty revenue if we added the same multiple that the new york times currently has it would be worth just the business school portion would be worth one point two billion dollars yeah oh sorry just the publishing arms publish a business school right so just a publishing arm the media company would be one point two billion would be valued valued at that right is that what she said yes and so the whole thing is probably fifty billion or more yeah yeah yeah i mean it's a lot and and you one would argue that they're not exactly optimizing to make revenue and profit i mean i don't i don't know and too much about it but i i would have to imagine that they're not like you know smack and the whip and saint tell everyone like you know we got improved margins right yeah it's kinda crazy so and let me give you some more stats you know mit tech review had you have your you've read that right yeah you'll see him i'm floating around i recruited a person from mit tech review to work at the hustle and that person told me all about it and they were doing north of twenty million in revenue and it's archaic it's a very very old enterprise columbia has a a a popular one university of virginia is the second highest sale of case studies and get this here's another big one you know oxford press have you heard the oxford university press yeah they own the oxford review and they make books so they do close to a billion a year in sales wow from their book publishing from the book publishing yeah and case studies but lots of books alright so i wanna i do let's but let's brainstorm with me so i think people get the idea that hey these are much bigger businesses than you would you would have thought what would you do if you wanted to go get some of this action if you said wow that's a lot of money being spent on let's just start with let's just take case studies well you're you're you're advising your buddy sean sean says you know what i think it wanna do this but i don't have to angle what would you what would you say so i did this dude so my company trends the ones that i just sold we did this at the end of this year trends will potentially be a ten million plus a year recurring revenue business right so we did do this we built this exact thing and if i owned it and what was trying to make as much revenue as possible i would start in and knowing what i know now i would charge probably ten times the price so i'd would probably charge twenty or thirty thousand dollars a year well ten to thirty thousand dollars a year and i would start in different niches and i would slowly start checking off the box and i would build this elite kinda scary brand you know something like a via com or a blacks stone something that has this like or like what's the university it starts the d dart dartmouth like something like kinda like cool sounding i think what's the what's the resources that support okay here yeah our ga you know ga we'll just call it like like i don't know i'd have to look around and just like you know it's like your porn start nickname would be like your favorite piece of furniture right and you're like hardest the hardest metal or rock surface near you okay granite and then like you know you know the award that means research yeah we're gonna call it like mac inc like the street that i grew up on mac inc and you start doing these like and you start do you hire salespeople people you know you do build like a gardener and then i would branch down and start hiring a few more pop culture centric writers and then i would and i would do a little bit more broad a little bit more broad one you know this is what ga is and ga has a significantly large business and does that's what economics do this too you know about them they tried to but they didn't execute that well that doesn't mean the business sucks but they failed at executing it i think they ran out of steam or or lost interest i see okay and what you you sold to basically small business freelancers entrepreneurs agency owner types yeah dude and we have like you know over twenty or i don't know you know tens of thousands of subscribers okay and we did that well but i'm an idiot because the reality is those same people would have spent a thousand dollars right now they spent three hundred dollars right and so i fucked up the pricing i should've have charged these way more or way less so another way is i should have charged a hundred dollars or ninety nine dollars and made that an impulse by three hundred dollars which is we charge that's not impulse by ninety nine dollars is so you charge ninety nine dollars for a couple small things then you have an up upsell of two three four five thousand dollars and very few people buy that but you use the nine nine dollar one as to get the funnel that's what you should have done i did two ninety nine that's a that was a dumb so you you you you have two two things you would have done differently one is the price point and then the other you're saying is you would have niche into certain categories and like really built those categories out what would what would be the first two or three categories oh i would probably let's see i mean i it would have to be like what i know so i bet could have done media pretty well i also think i could have done d c and what i could have done is i've could have gotten like the nike of the world to give me twenty thousand dollars a year and they would have gotten two things juan i would have published one or two k studies a month maybe four or five k studies a month on the latest and greatest e com like the d folks like who's who in the who in the category is crushing it why are they crushing it and then every single month i would host a digital or sometimes in person panel where i would go out and find you know the sean the soul and the ramon or the mo is like you know three or four young young companies that are crushing it and then all these gray hair nike executives would wanna come in and being like oh that's how you guys are doing it that's how you're thinking about x y and z and i would do that panel once a month and you guys would get free access to young guys but then the companies been have to pay twenty to fifty thousand dollars a year and then here's the third thing that i would do i would come up with a very cute graph or some type of signature thing where i rank and i have a ranking so i have a power ranking here's all the power rankings of the latest and greatest d brands that are under eight years old here's the best up and coming ones here are the incumbents the older guys here's the their power rankings and i would create some it wouldn't be bullshit it would be some type of legitimate ranking i would come up with some proprietary thing and that's how my meant ranking would be and i would keep that updated at all times right yeah i i agree and i think you could do this right now in encrypt that was a great idea by the way the idea gave was great it's great would fucking work that will work is it was an absolutely great idea now i think you could do this in other spaces think you can do this in encrypted why because there's a whole bunch of different brands to track of all whole different tokens there's a whole bunch of big money industry financial players that will happily pay twenty five thousand dollars fifty thousand dollars a hundred a year just to be like explain this shit to me and tell me what be be way easier crypto would be way easier to sell than d see because crypto is fear based so you want anything that's fear based exactly and it goes after the biggest wallets people who people who like it's one thing to say these brands are crushing it but if you know which tokens are crushing it which networks are crushing it you can actually make money off them and on the other side you're afraid of them if you're the incumbents that have huge wallet so i think that's why it's better additionally with crypto you've got all these guys like sean and jack butcher who are spending twenty four hours a day on discord and twitter and like studying and they're like oh kevin rose just tweeted this out and then you have some gray hair guy at morgan stanley they're like why do i care what kevin rose does and what the fuck is discord and you're like yes oh exactly forget about i'm i'm just gonna spoon feed this to you like big name influencer just treated this likelihood of it getting big pretty high right you know what i mean yeah for sure yeah so i think i think that's that's something by the way if somebody does this let us know there's a guy who reached out i gotta show you this the somebody who reached out that said hey you guys were talking a while back i i think i came on the pod one day and i had this idea was like somebody needs to do bar stool for tech and this person reached out and they're like hey you had this ideal while back i wanna do it i'm actually pretty uniquely qualified to do it and he explained why like i did this i did this and i did this if anybody can pull this off it's me and i'm like actually that's actually pretty believable and it's all gonna like kinda help this person you know think it through and maybe maybe launch this thing so i'm gonna i'm gonna share that with you but i love when ideas come to life with a legit operator by the way i also hate the exact opposite hey i love that idea would love to talk to you about it no no thanks yeah and i'm just like just zero appeal in that one yeah i think it's far more appealing to someone say oh i've been working on this for three months i've made fifteen thousand dollars so far exactly okay let's talk i have a stock from wine now which is like hey glad you like the idea you know would love to support but i i get a bunch of dms all about the same idea every time we release one of these so my rule is basically if somebody shows me that they're actually like there's a lot of people who talk about it very few people who do things if you end up doing something actually building a product getting some users or making some money definitely hit me up that'll get my attention and i'll happily help then but just for you know peace of mind i can't help everybody who just says that's cool i'd love to think about it dude that's so much nice nicer i just say let me know when you have traction that's usually what i say i also if someone comes to me saying they're considering working on x y and z or they say this was amazing i'm starting to work on it and then a month later they say this is amazing i'm starting to work on this other thing i say oh you are disqualified right i longer them yeah you one of them people you have no grit i do not wanna talk to you about if you jump from idea to to project to project to project and you don't without like a really really good reason i yeah you're done yeah i just have you i'm super guilty of that but i understand why you feel that way and i think you're correct okay let's do some let's do some other let's do some other topics let's see what else do you what do you guys have something else you wanna do i might you lead you got something well i see this amazing and i kinda wanna talk about that and then there's another one which let's let's do actually let's i think this one's more this one's funnier the topic on our sheet says maybe don't fake it till you make it it's like it's timely right so i tweeted out that i retweeted the story of this guy who was like hey you know the the elizabeth holmes the founder of the her trial starts today funny story i actually interviewed there nose after all the scandal happened so that i thought that was kinda interesting because there's a lot of people that were like yeah i met her back everybody thought they were hot shit and it was a ten billion dollar startup and she was the next steve jobs and i had this funny experience this guy's experience was all of the news have come out and then a smart mentor of mine was like hey you should take a look at this role at there like this high level exec role he's like they're i joking and they're like no no like you know it's they're misunderstood and she's amazing you should talk to and then like another person said saying oh okay i guess at least i don't get a good story out of this so he flies there any he interviews with her and he like kinda tells this story i don't remember all the details but it's entertaining story like you can find it on twitter and actually you can't because twitter search sucks but like yeah just take my word for it it's a entertaining story so the the the topic here is like there's been a bunch of these i feel like that have like happen in the tech world lately and i think in the tech world there was this gospel of they could tell you make it yeah that's that's the cool way to go about things that's the hustle way and then you see things like fair there o's you see nicola motors which was like this like fake tesla basically literally like took the name right like tesla was the inventor last name nicola was his first name so tesla was successful so he named his company nicola and i claims that that's not why he did it but obviously it is why he did it takes the company public via a spa it runs up to this like forty billion dollar valuation and then somebody's like hey bro have you ever seen a nicola car or on the streets and like no nobody's ever seen a truck of theirs ever and it's a questionable if it even exists they have like one video of their truck and it's basically like just going downhill it's like they just sat the truck and yeah release the neutral the you'd put it in neutral and just let it roll and they're like look electric self driving truck and and so anyways you know eventually the ceo trevor milton has to resign he forfeit some of his stock when he gets away with billions still he's but he's charged by the doj with securities fraud this year and it's so you know he's got still got at at his peak here like a ten billion dollar fortune now it's a one billion dollar fortune but likely to lose it all my buddy worked at this company called heads spin and was like he was like he had worked at at a bunch of i won't say the names so i don't wanna give them away but you know high profile tech company you've heard of high profile tech company you've heard of he worked at them pre ipo and then he was like i'm at head headband this is the next one and he sent me a investor deck for it and it looked great i was like gosh i invest in this company like it's a saas company what hud does is they like if you have a mobile app and you wanna test it you wanna see how does this work on a shitty android phone in in thailand on low network conditions well like how are you gonna sit in your office in san francisco and test that they basically had phones everywhere in the world in these like little like data rooms and they would run your app and they would report back how your app runs is cool as a great idea and they would give you performance testing performance data benchmark against your competitors in every every region on every phone on every every cell network and and so they're at the on in their deck they had a hundred million dollars of recurring revenue was like oh that's clearly gonna be a multi billion dollar company fortunately i just for whatever reason didn't invest i just got busy and i forgot about it and it came out that the ceo had just literally made it up so he was like just making up the revenue numbers and so he's you know charged with fraud the company's kind of like you know and disarray a little bit and he was just reporting false revenue and like telling all the kind of bookkeeper in the company like you know they're on a need to know basis about what they can know and hey but if we're gonna raise money i need the number to show this my take on this is is there's good news and there's bad news here the good news is most people are good and they don't lie there's amazing things that i've done just off a trust for example i've told you this i bought a car one time i just called the guy and i hey you have i'll take it and he goes was cool just send me the money sent them the money and then just like i was hoping that was gonna deliver i do that all the time that works most of the time the bad news is is that these people exist and it's very easy to get away with this i mean get away with it for a little while you know most the time you're caught but it's really easy to lie and it's to get away with it for a while so how many of your startups how many startups have you invested in maybe forty okay i've done probably twenty five or thirty yeah how many of them could be lying to you think in and like if one hundred percent of them could be lying to me and i would not know and that's for two reasons i'll i'll just explain why i'm gonna be honest about this most people are not honest about this but i didn't wanna call you out and i i do the same thing but i i i didn't wanna call each other without so i wanted want you to volunteer most investors myself included do zero due diligence we do not we made the founder yes we play with the product right those are the the two easy things we we we see if you know i i can use your product that tells me something i can kinda just check twitter see do people talk about this or is is there good reviews about this product whatever and and i talked to the founder and i just see have you know were they like you know a drug dealer before this or do they work at google right does the stuff they're saying add up or are they saying things out just like you said this number the last time now you're saying this other number which one is it but do i go audit their financials no do i out of their data room even if they send they don't usually even send a data room but even if they do do i go in there and look at the numbers no even if i looked to the numbers would i know that these numbers are real no these either their self reported no they're they're the they're oftentimes a photoshop of their quickbooks yeah exactly and i i don't know if you mean photoshop as an edited or just screenshot yeah a screenshot of that screenshot would be photoshopped or their analytics tool and it's like oh what does active user mean it's like a lot of effort to figure out what the heck they're talking about here but you know directional i can see with this going so i do so little diligence most legit investors do so little diligence we you're all banking on the fact that there's some angels out there i mean angel i mean i mean that's angel investor i mean like good good person on earth who actually does dig in and i know some of them they're rare and they only do it a few companies i i i c i can i that i don't really know that many of them i c invest a lot with an from teachable yeah and he does diligence and he'll sends me ryan hoover does diligence like when i meet with a founder usually on the call within maybe ten minutes i've decided yes to know whether i'm gonna invest usually no but if it's yes it's like i'm in in principal i'll even tell them that i don't wanna confirm i wanna sleep on it but like i'm in principle and but i wanna sleep on it is just because i've learned the hardware that like my impulse investing is not always gonna be the best so like there's no harm in letting it cool off and just digging in a little bit but like ryan hoover i send a lot of deals ryan hoover he sends a lot of deals to me and he always is like great we're gonna dig in and get back to you and that means they go they talk to customers of the product they use the product themselves they look at competitors i don't think that they audit financials or audit metrics or anything like that i still don't think that they do that but but they do more diligence than anybody than most other people i know who go off of cool if you're saying this i trust that what you're saying is factual and true and that you are not you know essentially lying and committing fraud so this whole fake to the make thing is what we're talking about and my point here is you it's so easy it would be it would be totally easy to to do this yes intellectually speaking it's obviously you gotta good you gotta be you gotta be fucked up and you gotta be willing to you know hurt folks but intellectually speaking this is very easy to do it's also easy to and by the way if you're smart even if you looked into it it's easy to fake it so like i remember one one company we bought we we did a investment in a in a in a purchase of we looked at their google analytics we're like okay you're saying you have this much traffic let me see your google analytics dashboards they send us access we go in ourselves not screenshots we're looking analytics okay all looks good and then i don't even remember how this came out but we looked at the code of the website which again most investors don't know you know how to read the code a let are they gonna take the time your they they they put their and they put their analytics code on someone else's website no they had it on this website but they were multiplying it so they just doubled every event so if it said one users here no actually two users are here is they just inflated by two x i don't remember exactly if they just put two pit two they told the fixed pixel to fire twice or they were doing something else but it was a multiply by two on their traffic and usage and i was like wow like you know shit do i need to go read the code or like you go use crypto am i really gonna know how to audit the smart contract no i don't i don't know how to do that a handful of people on earth know how to do this and so there's a lot that happens that is trust and there's a sort of a cost of doing business of getting a business with outliers the good thing about silicon valley is it's unlike crypto and unlike you know some other other industries it is a long term players game you you see repeat players in the game and so what that means is your incentive to have a good reputation matters now does it fully matter well no because if you could be adam neumann and you could walk away with i don't know what he walked away with over a billion dollars i think out of the we work thing and maybe his reputation is tarnish but he's guys got a billion dollars now right the size of the prize makes it worth it to like flush your reputation for some people sometimes but at the early stages with early stage startups where i invest you your your reputation matters more than what you can walk away with financially from that that round additionally i think that you you can actually screw your reputation but as long as you have a reputation as someone who turns one dollar into two dollars regardless of how big of a piece of shit you are you'll always be able to commit someone to give you money for example there's this guy named ga i believe he started a company called radian one and blue lithium am i getting all these names right that's amazing am you got that one wrong it it was something like that i think i think so i my sister worked for him so i know i know this guy very well so give give the background out of this this guy it's it's crazy fascinating this is actually a great the guy's a young successful entrepreneur i think his first thing was like he he got big an ad tech so he did like an ad tech company sold for like two hundred million dollars and i think he you know raised very little so i think he owned a lot of that so he became a hundred million he goes on own oprah like wow you're amazing you're like a bachelor like wow any woman would wanna be with you he's good looking yeah he's like he's like you know has some charm he's got a lot of confidence i don't think he's like good looking he's got a lot of confidence he very rich and successful at a young age and he would say very motivational things his instagram was all about you can do right like he was barack obama with the hope poster on his instagram so fast forward he does another another ad tech company most things start to go a little bit weird he ends up getting busted it so there's a corporate weirdness and then there's a public weirdness most people only know the public weirdness the public weirdness is he got caught on tape kicking his girlfriend or beating his girlfriend he kicked her like a hundred and twenty seven times on tape basically at kid he was a charged with kidnapping he wouldn't let her leave the house like she was his girlfriend she was there they got to fight they got an argument and he he's he's assaulting her and the cops literally the footage out there on the internet you go see this now cops take this footage she goes so he so he gets fired as ceo of i think radian one at the time or whatever whatever kind of like new ad tech company had built that was like valued at five hundred million to a billion dollars something like that he gets kicked out of ceo because like okay even though he hasn't been charged yet dude there's a video you you know beating a woman on on the internet like you're not ceo anymore and he's like i'm i'm mean i don't know how you're trying to say i'm gonna this but and trying to i'm basically so he goes to court he ends up getting off because the footage was collected improperly like the collected the evidence in improper way so you couldn't use it so even though everybody saw it i everybody knew it he ended up getting charged for like kidnapping instead of assault or something like that like it was like you know something softer i i thought i don't have all the details right but basically i remember there was some problem with the way the evidence was collected and so he goes you know he has to do some public service and rehab it goes la low for a bit but he comes back with a new company gravity four i think was the name of it i think and do you know nick sharma yes i think sharma what what's his what's his was that nick sharma nick sharma was his assistant nick sharma was like his chief of staff i think i think it's his uncle if i'm correct like blood uncle i think it's a blood uncle wow or relative in some way i i i hope i'm wrong that but i'm pretty sure am so basically so here's some other kinda inside stuff that i that i know so then so he's building gravity for and it's like in the ad tech space ad text very competitive space so my sister worked at a startup that was a different ad ad network platform they did like retargeting for bunch of big brands like booking dot com or whatever and they were doing alright but they go and they start to pursue an acquisition why because facebook's always changing the rules and today we're a preferred partner but tomorrow facebook you know might give that out to every agency or what my business is very fragile i'm super dependent on facebook and being one of these preferred partners and so they go out to sell the company and i think they get some good interest they get some offers maybe it's from facebook google other ad ad damage whatever it is and grab ga bosch wants to buy the company this what i heard so you know rumor rumor verb bernie tells me no no i can't confirm any of this bernie tells me that he hears about this he goes to bid on it and he's a little bit he's not the winning bit and they're also like dude your no way we would ever sell to you knowing what we know about you and what he does is he goes and he basically gets he tanks their their prospects in the market how he basically goes and spreads fear uncertainty and doubt to the other bidder and he gets facebook to pull their their access or their privilege or whatever it was so he he somehow gets them basically like he takes away their one like core business asset and like just ruins their ability to to sell the company and now they're like short on cash can't know raise money everybody knows that they just tried to sell the company and flop for some reason and he goes and gets it for pennies on the dollar and like has a big falling out with the fact like you know not on good terms so it's not a happy sale it was a fire sale and you know they got something out of it because they they needed to get some value but like against their good against their will sell to gravity for it he's rolling up these ad tech companies and from the start he's saying in eighteen months we're gonna take this public we're gonna go get to a hundred million dollars in revenue we're gonna take this public it's like dude we have like no product with have like no team you're just buying these companies and we're supposed to like integrate them like instantaneous like you just bought five companies this month that none of them like are succeeding and we're supposed to make them all this and and this was after he got caught this was after he got he got arrested twice i believe twice for beating two different women both i think both connor camera what blake blatant blatant horrible crimes this was after right and he's got like a bodyguard at the office like this huge bodyguard that travels with him everywhere he's got this like model like supermodel like a like a twelve who just comes into the office and out that's his new girlfriend i guess i don't know what's going on there why would anyone work with this guy completely erratic behavior and like on one hand like very ambitious inspiring and like you're seeing your shares go from one penny to he's saying we're gonna go public at a billion dollars so you're like oh shit okay we're gonna make i'm gonna make ten million dollars if i see this out like i'm gonna make twenty five million dollars if i see this out like okay maybe i should do that and on the other hand you're like this is a house of cards it's like there's no well you we don't actually have like stable product we haven't integrated all these acquisitions the revenues is a little bit flimsy because again like we're just rushing this whole thing through and then he got trouble again and that whole thing fell apart and i think he's back now with another company like if you go look him up i think he's back again and that's my point which is you can have a horrible reputation but if you make money you will always be able to get money and i'm not saying that's good that's just what it is what did your sister do for him well she was at the company that got acquired by him by like his company so then so then it was like a a a temporary period where like the whole company went over there and then like i think within six months there was not a single employee left from the forty i got acquired or fifty out of how many it was like something like that there was like one person left you know at the company by that why would anyone choose to work for this guy if they know that he is these a piece of shit that that amaze me like i i don't understand why you would continue to trust someone like that yeah so now he's doing something called vendor cloud he's got he says on his twitter profile three exits for four hundred million dollars plus philanthropist i i think he i don't think he lives in a i don't think he lives in america anymore i think he like moved to bangladesh or but i think forget where but yeah it says hong kong hong kong okay yeah yes so so we got ran out he's he's going forward again i i i don't know and you know who knows who knows what the other side the story is i only know one side of the story and yeah ben make sure i don't get sued from this believe about whatever gets need and everything that we just said is is it's just a story and a lot of it was factual but we definitely could have gotten some of the facts incorrect yeah exactly i but the story is like ten the story is like eight years old maybe or six years old it it's not that recent yeah it's pretty wild dude go watch like the oprah video with him it's just it's pretty crazy yeah he was a a a piece of shit so fuck guy that's what that's what i say about that that's a fact that's tried taking a piece of shit we tried to end so briefly this no dude fuck that guy like like i think like maybe i did get all the facts right but i saw a video personally lady opinion of the yeah i i my eyes saw this video yeah my my opinion is go fuck yourself ga or whatever name is alright what do we wanna do now what do we want do we wanna wrap up we wanna do one more let's do one more thing you got anything quick no let me see on one second let me look at my little my little stash file here of of i think then talk about can last time dude just how it raised more money at a forty billion dollar valuation or something yeah so do okay so check this out this is gonna be a bad segment because it's really all i'm gonna say in this is go read this go read this article but go go read this article so what i want you to do is just google canvas journey linkedin so what what what happened was the founder of melanie perkins she posted on linkedin a kind of like it's pretty amazing this amazing and when i say full history i mean like details and i love details i love the art of the start and so like i i just share with you some the things okay so what's the story with can can awesome product i use it it's basically like it lets you design things like marketing brochures infographics ads banners emails whatever without being a designer so you don't have to have design skills they have enough templates it's easy enough to just change photos and colors and text that like you'll get a good looking output without being a designer that's great because it brings a whole new group of people into the world of designer alright so what's what's interesting about this so first they i think just raised it a forty billion dollar valuation which is insane it's one of the most valuable companies to come out of australia and secondly this story is wild i actually didn't know can you link to it link it for me it i'm i'm just gonna tell you about it and then i'm gonna a i'm link to it i i want you to just just hear me hear me tell it and then nasa the stories i have specialize alright so so basically she was i think a designed a teacher or she was like teaching part time at like a like a school for like design and art or something like that and i think one the way they started was actually not with a product called can it was with a product called fusion books and all they were doing was they're were trying to solve the problem if you ever put together like a year book or like a photo book it's it's very hard to like lay it out and like oh i want this collage with like eight photos but i need them to fit right and then i want the background to look pretty have a flower and then like know page two i want it to be a big picture and two small pictures whatever right the layout of photo books so they created fusion books which is basically like software slash like you know yeah software basically that that would that would make that easy and so they were like okay they like they got they got a little money back from their tax return and like their part time jobs and they were like alright that's our funding for fusion books and it's like you know you don't need a year to make a year book do it in minutes with fusion books and it's like the most like non impressive looking start up ever and she doesn't just like what a lot of people do when they tell the story is they they what i say fast forward through the hard part it's like yeah we started with fusion books and then you know through after a couple of years we started a canvas we realized canvas is a better opportunity and what canvas is trying to do is empower or does design it's like blah it's wait what those two years so what i love about this post is it actually talks about those two years and so it's like a photo of her at some like trade show with her like fusion books year book thing and she's standing there like a door behind the table no no people are at her booth and she's like smiling she's like yeah this booth was a huge waste of money because like there were more exhibit than attendees so that was a flop and then like she's like we didn't i didn't know how to code and like we didn't know how to find a technical person so it was just me like boyfriend trying to do this and like we convinced this one part time engineer to do this but like here was the problems and like here's our printer good we're literally printing books your books for people and dropping them off and we're like trying to go get every school to use us blah blah alright so they start doing all that and so at one of these what's it called like i think it was like either a competition or like you know inventor of the year like western australia inventor of the year competition they come runner up and she's like you know i'm wearing this do suit i'm holding this runner up prize but at that event i met this guy named bill ty and bill ty is it like a kind of like a in famous investor to silicon at valley he's definitely famous now because he was the seed investor of can but he's done many many big deals i think you can probably google them him and he's like he was a vc who just like happened to be speaking at the event and he gets there and he's like oh you know like the talk for five minutes and he's like hey if you ever wanna like if ever end up coming to silicon valley like let's meet up and she's like oh cool and then she does the thing this is the fake tell you make it that actually works it's not fraud till you make it it's fake it till you make it where she's like wants to meet up with them but doesn't wanna be like hey bill i booked a flight fuck to fly if from i australia to san to see you so instead she says may be there i happen to be there this month like would you be free i would love to chat and like if he says yes then she'll book the flight and so he's like he's like yeah sure you know happen to me and you should also meet this guy lars from facebook he's ex google like you you know you should meet him and she's like wow this is amazing and then she posts every step of the way she posts the full presentation that she made for him which i love because she really released slide by slide the good the bad the ugly like this one's like the future of publishing dot that thought is the cover and it's like fusion books dot com dot au u right it's like this shitty thing my god and it's like a she posts this pitch tag and like you know she posts like five of them this blog post like you could see the evolution all the way to canada so she goes to me with bill and and so she's like she's she's like google's like how to dress at a silicon valley investor meeting it's like you know dress just comfortable you know just look smart casual you know you know you don't have to dress up too much so she's like okay i'm not gonna wear my like woman pants suits tracks suit thing i like my power suit she's like wore like you know business casual and then he get she gets there and he's like oh you don't you didn't need to dress up for this by the way she's was like fuck i thought i was dressing down she's like i'm i started off the meeting just like totally mortified and you know whatever and so then she's like you know i presented him this pitch deck and you know you know he's just like i'm explaining the of publishing he's like cool like do have ipad or an iphone she's like no you're like here you telling me the future of publishing and you don't own an ipad or an iphone and she's like oh shit but she shows this slide in her thing and it's so funny to daniel you'll you'll see it when you when you get so i'm gonna send you the link now scroll down to where you see this cartoon character it's a clip art cartoon character and it says fusion books and it's right by the finish line and there's a trophy at the end of the finish line that says the dominant online publishing system that's the trophy for winning and then behind you see two cartoon characters of google docs and microsoft office like falling behind falling over and fighting each other and it's like basically she's saying like we're gonna beat google docs so we're gonna beat microsoft word and so even at this time point which she had like terrible name terrible design didn't know how to dress didn't know how to pitch it her god yeah didn't have an engineer she had the like the and the thing that is porn to investors such just the ambition to say we're we're not just building your book software we're gonna beat google docs and microsoft office and like if you're crazy enough to say that an investor will listen to like the next three lines you say to be like oh you're just delusional or actually maybe this person is crazy enough to pull something like this off and when was a turning point so then she she hits so so there's like a long period of time where where she's trying to find an engineer so bill's is like i'll invest in you if you can bring on an engineer that this guy lars this facebook google guy i'm introducing you he's an engineer if he approves of the engineer i'll back you because then i think you have the software she's skills us to pull this off so she goes to lars she's like hey can you introduce with some engineers and he's like you know what like yeah but it's hard to introduce engineers how about this if you find engineers i'll screen them for you so she finds like twenty engineers he screens all of them and just thumbs down initial screening and like no matter how good she thinks the engineers he's like not even close and she's like oh my god she's getting wise because like bill's is not gonna invest unless lara signs off of the engineer at lars like i don't know what the hell he wants but he's just not signing off at any engineer and so this goes on for like a year and so then she like hustle like creates a bill ties famous for kite surfing she had like kinda of kite turf so she's like fuck it i'm gonna become a kite surfer so then she's like hey billy i was just kite surfing and he's like oh you should come to come kite surfing with me so she's gets in with them again till i do this god completely not the way i would advise anyone to do this like just chasing one investor like this but whatever this is her journey and and so then she and then she posts this thing where she like talks about it she's like she's like i was so down like as large as rejecting investor engineer engineer she writes this note to herself and she posts it she goes mel you're extremely tired you're in a challenging situation though you could pull through nothing bad is really happening but you're feeling depressed because you used to achieving things quickly this is a hard environment and there's no doubt you will succeed you will find the team that you need you'll get the investment that you need and you'll build the company you always want it you have chosen to put yourself in a challenging situation if it wasn't challenging that you wouldn't feel satisfied when you get the end goal and i love it like it like you know riding yourself these pep talks and she posted it which is like you know kind of vulnerable to do and which she it looks exactly the same now like she's handled this woman she's a ceo right yeah so she's been to hell building this business she looks totally the same now it looks like the stress did not bother her that's crazy i'm looking at these photos i'm like but in and these photos are ten years old she looks exactly the same yeah i love this woman so she goes okay so then so then she finally okay let me just fast forward something of she finds the engineer lars is like hey this guy is like the best engineer ever worked with should you should hire this guy she's like oh man amazing this guy already pre screen so she talks to him the guys like interested but he's like oh i got my own startup right now and have a team of six i just can't do it so she just checks back in like three months later she's like hey how about now and she checks back again three months later he said hey ba and and one of those times he's like yeah you know what let's do this and so he says let's do this she's like oh that's amazing blah blah blah it me fast forward this story because you should really just go read the post but i have it up this is amazing there's a whole bunch of things like she posts every invest like our a bunch of investor rejection letters which is just like sorry i just don't feel comfortable investing in australia are like you know we'd love to stay in touch it looks like we're gonna have sit and wait this one at or the valuation is too high or you know it's pre launch or you know whatever i don't think the timing is quite right and she's just like you know whatever we just kept kept going and kept going and kept going and then and so she recruits this guy out of google she like makes him google almost retains them and she puts the presentation like you know this is i know his name but let's i say sam greg this is greg you worked google we get a great life but you can started to get bored started to wonder is there more for me out there and each one of these is just one slide this is like a little flip book and it's like any thought to himself what if i could go and help you know a small team where i could bring my expertise and do this what if i could bring power of design to like a billion people on earth what if i could do this wouldn't that be better than just sitting in at google for another five years but then google said oh we need you greg but then greg remembered google's is gonna keep googling whether he goes there or not but canvas may not if if he doesn't join or whatever he you know like makes his pitch and he's like oh i love it you know you really like made me feel special so like i'll do this so i feel like it just showed a lot of the grit and the hustle and it did not fast forward the we part to the point where i'm like dude to get to the can part like what is all this but it's like yeah that's probably how man if i'm feeling amazing post imagine how she felt living this for three years or whatever it is and then yeah like you know they launched it it takes off it's like you know super successful and you know it's a forty billion dollar company now so happy ending at the end of that one yeah and i think her i don't know if she was dating or if she's now married after they started but her and c cofounder are married and so dating then married now i think so it's pretty bad they have two times to wealth now this is a good ass story i missed this i don't know how you found this i guess you found this on twitter it's on linkedin which is funny i i know somebody sent ish sean who used to who used to you my original podcast australian yeah he's australian and and i i have him in a slack channel with me still and where we just post cool lengths and so he posted this one he's like dan is actually really good this is amazing this is good fine totally bad ass alright that's it for today good episode think i what do you think how do you think that was dan what how was it the the harvard business stuff is really cool i really like that segment alright we'll see i think that was well researched we'll see we we do oh by the way we gotta give a shout to mario what's mario's last name mario gabe or something like that yeah he's actually i actually stole a ton of information from him so a good job mario mario gabriel sorry he's badass he has a the generalist is his newsletter that's right so that was awesome alright that's it alright we're ready see you i feel like i could rude where i know could be what i want to like never looking back