Tidbits #41 – “Everything is Everything” + More

Hello friends! ๐Ÿ‘‹๐Ÿป๐Ÿ‘‹๐Ÿป 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

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 โ€œthereโ€™s only two ways to make money: bundling and unbundlingโ€. This phrase originally came from Jim Barksdale, the CEO of Netscape during Netscapeโ€™s IPO roadshow. And has been highly popularized by Netscape co-founder Marc Andreessen over the years. Thereโ€™s … Continue reading The Only Two Business Models That Matter?

Tidbits #40 – China’s Third Large Ecosystem + More

Hello, hello! ๐Ÿ‘‹๐Ÿป๐Ÿ‘‹๐Ÿป I’ve been thinking about how to evolve this format to make it even better. The first few issues of Tidbits were all organized around themes (e.g. E-commerce, retail, etc). In a way, Tidbits began as a low hurdle way of grouping together a bunch of ideas around a common theme when I … Continue reading Tidbits #40 – China’s Third Large Ecosystem + More

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. ๐Ÿ—บ 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 thereโ€™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

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

Hello, hello! ๐Ÿ‘‹๐Ÿป Here’s what I found interesting recently. ๐Ÿ—บ Geopolitics #1 Microsoft Attack Blamed on China Morphs Into Global Crisis A sophisticated attack on Microsoft Corp.โ€™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

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

Tidbits #34

Hi, friends. ๐Ÿ‘‹๐Ÿป๐Ÿ‘‹๐Ÿป 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

Tidbits #32 – The World Continues to Spin

Hi, friends. ๐Ÿ‘‹๐Ÿป๐Ÿ‘‹๐Ÿป Hope you’re all enjoying the long weekend. If you have a significant other, hopefully you were able to do / enjoy something nice together for Valentine’s Day. For all my Asian readers, happy lunar new year! And for all my American readers, happy President’s Day! As always, thanks for sharing a little … Continue reading Tidbits #32 – The World Continues to Spin

Tidbits #31

๐ŸŽญ 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

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

Well that GameStop problem didnโ€™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”

Changing the Game / Whatโ€™s Going On in the Market

Whatโ€™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 / Whatโ€™s Going On in the Market

Tidbits #30

Hello, hello! ๐Ÿ‘‹๐Ÿป ๐Ÿ‘‹๐Ÿป 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. ๐Ÿ—บ Geopolitics #1 Twitter Locks Out Chinese Embassy in … Continue reading Tidbits #30

Tidbits #28 – “Did not expect that” Dรฉjร  vu

I bylined Tidbits #26 with “Did not expect that” in reference to the year 2020. Well, the start of 2021 is certainly no less surprising. Did not expect that… We are in a weird cauldron of convergence across everything – geopolitics, politics, tech, media…the old way of doing things is out the door. The physical, … Continue reading Tidbits #28 – “Did not expect that” Dรฉjร  vu

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