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Gaming is Eating the World and How Gaming Can Can Restore Trust in Society

Almost exactly a decade ago, Marc Andreessen famously proclaimed: Software is eating the world. Source: A16Z With hindsight, it’s clear Marc Andreessen was not just right, he was absolutely right. Even before considering the proliferation of software in 2020 in a COVID-driven world, software was already well on its way to dominating most aspects of … Continue reading Gaming is Eating the World and How Gaming Can Can Restore Trust in Society

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Tidbits #39

Hello, hello! Here’s what I found interesting recently. Thanks for reading. 🗺 Geopolitics #1 Peter Thiel- “I do wonder whether at this point Bitcoin should also be thought in part of as a Chinese financial weapon against the U.S.” Peter Thiel: Well, you know, I think there’s sort of a lot of different things that … Continue reading Tidbits #39

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Reshuffling the Geopolitical Deck / How Technology Resets the World

This post is part of a series. Part 1 – “The Coming Economic (R)Evolution” discusses the rise of technology and the creation of digital businesses that no longer need labor or capital…and why understanding their impact on the economy is necessary to navigate the shifting investment landscape in the coming decades. Part 2 – “Empire(s) … Continue reading Reshuffling the Geopolitical Deck / How Technology Resets the World

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Tidbits #36 – New Business Surge, Changing Date Nights, and a Whole New Reality

Hello, hello! 👋🏻 Here’s what I found interesting recently. 🗺 Geopolitics #1 Microsoft Attack Blamed on China Morphs Into Global Crisis A sophisticated attack on Microsoft Corp.’s widely used business email software is morphing into a global cybersecurity crisis, as hackers race to infect as many victims as possible before companies can secure their computer systems. … Continue reading Tidbits #36 – New Business Surge, Changing Date Nights, and a Whole New Reality

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NFTs, Art, and Tech

So…a piece of digital art was just successfully auctioned by the venerable auction house, Christie’s, for $69 million. You may have heard! Christie’s (and Sotheby’s) are serious places. Only serious art – art that has been carefully vetted in terms of provenance and authenticity – gets through those doors. So, that certainly imparts some credibility … Continue reading NFTs, Art, and Tech

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Tidbits #34

Hi, friends. 👋🏻👋🏻 What a week! Not only were markets extremely volatile, many companies and industries continue to undergo fascinating change. Major change is coming in the media space if Snap, Twitter, and Spotify’s recent investor / product presentations were any indication. And beyond that…the boom in NFTs (non-fungible [crypto]tokens) is wild in its own … Continue reading Tidbits #34

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Tidbits #31

🎭 Society In light of the impact that tech is having on society, this article seems like a good place to start the discussion. What’s amazing is that these concerns have been going on for a very long time, and yet we are no closer to knowing the answer on whether our lives are better … Continue reading Tidbits #31

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The Band-Aid / Finance’s “Disinformation Moment”

Well that GameStop problem didn’t take long to provoke a reaction. I thought it would be a few more days before I have anything interesting to say…but, on the other hand, the GameStop “problem” didn’t even exist a few days ago… So things were and are, definitely, evolving quickly. The financial system responded aggressively this … Continue reading The Band-Aid / Finance’s “Disinformation Moment”

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Changing the Game / What’s Going On in the Market

What’s happening in the market is fascinating. While Capital Flywheels had already been concerned about rising excess in the market and warned about potential volatility, the mechanism by which this is all playing out is actually quite different from what I was expecting. In case you have not been paying attention, retail investors (i.e. non-professionals) … Continue reading Changing the Game / What’s Going On in the Market

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Tidbits #30

Hello, hello! 👋🏻 👋🏻 Thanks for reading. A little longer than usual, but I hope you have as much fun reading it as I did writing it. If you can’t get through all of it, please at least check out #20! It’s awesome. I guarantee it. 🗺 Geopolitics #1 Twitter Locks Out Chinese Embassy in … Continue reading Tidbits #30

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Competing Against the Past, Competing Against the Future

Three years ago, Capital Flywheels wrote a post titled “Why Amazon is so Hard to Compete Against“. Specifically, I argued that Amazon’s greatest advantage is not the commonly cited ones of scale or cash flow or brilliant management… (those things make it even harder to compete against Amazon)… …but rather Amazon’s greatest advantage is that … Continue reading Competing Against the Past, Competing Against the Future

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Tidbits #27

Pretty quiet few days over the holidays as you would expect…less to talk about. But it should pick up, again, next week. 🗺 Geopolitics The world is changing, and geopolitics is one of the most consequential areas where this is playing out. There is no “navy” on the internet. And all the countries of the … Continue reading Tidbits #27

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Tidbits #25 – The World Reminds the US They Exist

Happy holidays, and thanks for reading! 🎄🎁🦌 🗺 Geopolitics Russia has hacked entities across the US, creating a historic mess…it will take time before the US realizes the full scope of the attack and what has been taken. #1 How to Understand the Russia Hack Fallout THIS WEEK NEWS broke that United States government agencies and … Continue reading Tidbits #25 – The World Reminds the US They Exist

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Cloudflare (+Fastly), Computing, and the Future of the Internet

Capital Flywheels added Cloudflare to the Paper Portfolio as part of the December 2019 update. Over the past year, Cloudflare has done quite well (~+315%) and ranks as one of the top performers in the Paper Portfolio: A year ago, Capital Flywheels highlighted how Cloudflare was already playing an important role in keeping the internet … Continue reading Cloudflare (+Fastly), Computing, and the Future of the Internet

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Democracy and the Fragmentation of the Internet

This is part of a series. Part 1 – “The Coming Economic (R)Evolution” discusses the rise of technology and the creation of digital businesses that no longer need labor or capital…and why understanding their impact on the economy is necessary to navigate the shifting investment landscape in the coming decades. Part 2 – “Empire(s) of … Continue reading Democracy and the Fragmentation of the Internet