Tidbits #49 – China, China, China…Battle for the Metaverse, BTS, Japanese Toilets, and More

Hello, hello! 👋🏻👋🏻 Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology. China Policy Direction and Impact on Capital Markets In recent months, Chinese domestic policy actions have accelerated and seem to embed a sense of urgency. While the Chinese government and regulators have … Continue reading Tidbits #49 – China, China, China…Battle for the Metaverse, BTS, Japanese Toilets, and More

Tidbits #48 – A New Thing Called Fiat, Netflix Becoming the Metaverse, Softbank’s Comeback + More

Hello, hello! 👋🏻👋🏻 Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology. 🤑 Economics + Markets #1 Ethereum Co-Founder Says Safety Concern Has Him Quitting Crypto “It’s got a risk profile that I am not too enthused about,” said Di Iorio, who declined to … Continue reading Tidbits #48 – A New Thing Called Fiat, Netflix Becoming the Metaverse, Softbank’s Comeback + More

Tidbits #47 – Didi Gets Pulled Over, Tech vs Govts, But All We Want to Do is…Shop!

Hello, hello! 👋🏻👋🏻 Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology. This is a double issue due to the July 4th holiday last weekend. 🗺 Geopolitics #1 130 countries sign on to global minimum tax plan, creating momentum for Biden push The Biden … Continue reading Tidbits #47 – Didi Gets Pulled Over, Tech vs Govts, But All We Want to Do is…Shop!

Tidbits #46 – Laws in a Digital World, Sneaky Fronts, Digital Reality + More

Hello, hello! 👋🏻👋🏻 Summer is officially upon us. And we’re almost halfway through the year. Moving fast! As always, thanks for reading. Hopefully this doesn’t take too much time away from the summer festivities. 🍋🍹🏖😎 Laws in a Digital World Before diving into our usual fare, let’s talk about Law. One of the most under-discussed … Continue reading Tidbits #46 – Laws in a Digital World, Sneaky Fronts, Digital Reality + More

Tidbits #44 – The Empire Strikes Back + Metaverse, Mobility, and More

Hello, hello! 👋🏻👋🏻 Yikes, this one is long…And this is after I cut out a bunch of other clippings I saved already! In any case, hope it is enjoyable, and thanks for reading. The Empire Strikes Back Before jumping into our regular programming, one thing I think worth diving deeper into is what happens when … Continue reading Tidbits #44 – The Empire Strikes Back + Metaverse, Mobility, and More

Proof of Work…Proof of Stake…Proof of Space…Is Crypto Reinventing the Wheel?

I have a fascination with everything new. And so…I have had an ongoing fascination with crypto! For years, it always seemed to be just more of an interesting little corner of the digital world, but increasingly it is touching more and more of the mainstream world and sometimes transforming it in the process. For example, … Continue reading Proof of Work…Proof of Stake…Proof of Space…Is Crypto Reinventing the Wheel?

Tidbits #43 – Not “Arming the Rebels”, But “Spawning the Rebels”? + Capital Politics, Gucci Gardens, Doge and More

Hello, hello! 👋🏻👋🏻 Hope everyone had an enjoyable Memorial Weekend last week. Three day weekends are magical. We need more of them. In our modern, hyper-speed society, it’s very hard for me to keep up. Three day weekends always seem like those much-needed moments where I get to come up for air after holding my … Continue reading Tidbits #43 – Not “Arming the Rebels”, But “Spawning the Rebels”? + Capital Politics, Gucci Gardens, Doge and More

Tidbits #41 – “Everything is Everything” + More

Hello friends! 👋🏻👋🏻 Hope everyone is doing well. Markets are volatile, but hopefully your personal life is starting to return to some semblance of normal. I’m pretty excited about this edition of Tidbits and to discuss how “everything is becoming everything”. I’ve written a lot over the last few years about mostly convergence in almost … Continue reading Tidbits #41 – “Everything is Everything” + More

It’s All the Same

This is Part 3. In Part 1, I discuss why rents vs tolls is an increasingly relevant and powerful descriptor of business models (from a revenue generation perspective) and why it matters. In Part 2, I discuss the conditions that allow for the rise of rents, why technology is becoming the new “landlord”, and why … Continue reading It’s All the Same

Rents, Rents, Rents

This is Part 2. In Part 1, I discuss why rents vs tolls is an increasingly relevant and powerful descriptor of business models (from a revenue generation perspective) and why it matters. While rent-seeking behavior is generally not…well received, rent-seeking behavior is a very natural and logical outcome when the conditions allow it. Most people … Continue reading Rents, Rents, Rents

The Only Two Business Models That Matter?

In recent years, the business and strategy world seems to have become increasingly fond of saying “there’s only two ways to make money: bundling and unbundling”. This phrase originally came from Jim Barksdale, the CEO of Netscape during Netscape’s IPO roadshow. And has been highly popularized by Netscape co-founder Marc Andreessen over the years. There’s … Continue reading The Only Two Business Models That Matter?

The Future of Identity?

What’s amazing about the last 20 years is how many (mostly tech) companies have pursued utterly ambitious visions…bordering on the impossible…and succeeded! Apple with their vision of technology made for humans. Tesla + SpaceX with their visions for saving the world through electrification of cars and reusable rockets (and off-Earth colonies…though this last part is … Continue reading The Future of Identity?

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

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

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